Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 5 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Southern Co as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,654
- +187 vs. Q3 2021
- Shares held
- 641.0M
- +10.3M (+1.6%) vs. Q3 2021
- Total value
- $43.9B
- +$4.86B (+12.4%) vs. Q3 2021
- New holders
- 264
- 650 more added
- Sold out
- 77
- 495 more reduced
25 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Altavista Wealth Management, Inc. | 5,118 | $351.0K | 0.07% | 00.0% | Unchanged |
| Inverness Counsel LLC | 5,119 | $351.0K | 0.01% | +529+11.5% | Added |
| Hartline Investment Corp | 5,126 | $352.0K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,141 | $352.0K | 0.03% | +5,141 | New |
| Vontobel Holding Ltd. | 5,180 | $354.0K | 0.00% | −12,369−70.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,200 | $354.0K | 0.07% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,189 | $355.0K | 0.30% | +5,189 | New |
| Prime Capital Investment Advisors, LLC | 5,184 | $356.0K | 0.02% | +5,184 | New |
| SFMG, LLC | 5,199 | $357.0K | 0.03% | +5,199 | New |
| West Paces Advisors Inc. | 5,226 | $358.4K | 0.11% | +3,229+161.7% | Added |
| HighTower Trust Services, LTA | 5,238 | $359.0K | 0.03% | +5,238 | New |
| Sittner & Nelson, LLC | 5,257 | $361.0K | 0.21% | +1,011+23.8% | Added |
| PBMares Wealth Management LLC | 5,265 | $361.0K | 0.15% | +5,265 | New |
| Arcus Capital Partners, LLC | 5,285 | $362.0K | 0.12% | +1,331+33.7% | Added |
| Alaethes Wealth LLC | 5,300 | $363.0K | 0.23% | −3,483−39.7% | Reduced |
| Independence Bank of Kentucky | 5,300 | $363.0K | 0.15% | −170−3.1% | Reduced |
| Stonebridge Capital Advisors LLC | 5,329 | $365.0K | 0.04% | +135+2.6% | Added |
| Campion Asset Management LLC | 5,340 | $366.0K | 0.30% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,337 | $366.0K | 0.10% | +419+8.5% | Added |
| Beaumont Asset Management, L.L.C. | 5,377 | $368.0K | 0.25% | +133+2.5% | Added |
| Domani Wealth, LLC | 5,384 | $369.0K | 0.07% | +800+17.5% | Added |
| Camelot Portfolios, LLC | 5,375 | $369.0K | 0.15% | +884+19.7% | Added |
| Abound Wealth Management | 5,381 | $369.0K | 0.29% | +5,381 | New |
| King Luther Capital Management Corp | 5,402 | $370.0K | 0.00% | +651+13.7% | Added |
| Marble Harbor Investment Counsel, LLC | 5,392 | $370.0K | 0.04% | +1,680+45.3% | Added |
| Thompson Siegel & Walmsley LLC | 5,414 | $371.0K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,412 | $371.0K | 0.23% | 00.0% | Unchanged |
| Keystone Financial Group | 5,442 | $373.0K | 0.06% | −561−9.3% | Reduced |
| Platform Technology Partners | 5,442 | $373.0K | 0.16% | −142−2.5% | Reduced |
| First Citizens Bank & Trust Co | 5,465 | $374.0K | 0.01% | +13+0.2% | Added |
| Crossvault Capital Management LLC | 5,475 | $375.0K | 0.11% | 00.0% | Unchanged |
| Pendal Group Limited | 5,480 | $376.0K | 0.00% | −3,063−35.9% | Reduced |
| Taylor Hoffman Wealth Management | 5,492 | $377.0K | 0.14% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,487 | $377.0K | 0.08% | +18+0.3% | Added |
| Braun-Bostich & Associates Inc. | 5,487 | $377.0K | 0.09% | +5,487 | New |
| Marcum Wealth, LLC | 5,505 | $378.0K | 0.05% | −220−3.8% | Reduced |
| O'Brien Greene & Co. Inc | 5,515 | $378.0K | 0.12% | +71+1.3% | Added |
| Joel Isaacson & Co., LLC | 5,522 | $379.0K | 0.03% | +1,501+37.3% | Added |
| Laidlaw Wealth Management LLC | 5,523 | $379.0K | 0.06% | +5,523 | New |
| Parallel Advisors, LLC | 5,552 | $381.0K | 0.01% | +320+6.1% | Added |
| Dorsey & Whitney Trust CO LLC | 5,567 | $381.0K | 0.03% | +477+9.4% | Added |
| RSM US Wealth Management LLC | 5,565 | $382.0K | 0.02% | +395+7.6% | Added |
| Byrne Asset Management LLC | 5,575 | $382.0K | 0.25% | +5,575 | New |
| Donald L. Hagan, LLC | 5,581 | $383.0K | 0.20% | +10.0% | Added |
| MUFG Americas Holdings Corp | 5,588 | $383.0K | 0.01% | +531+10.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $385.0K | 0.29% | −200−3.4% | Reduced |
| Schmidt P J Investment Management Inc | 5,555 | $386.0K | 0.08% | 00.0% | Unchanged |
| JT Stratford LLC | 5,624 | $386.0K | 0.11% | −16−0.3% | Reduced |
| Sandbox Financial Partners, LLC | 5,626 | $386.0K | 0.24% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,638 | $386.0K | 0.03% | +504+9.8% | Added |
| Carroll Investors, Inc | 5,686 | $388.0K | 0.22% | +5,686 | New |
| LifePro Asset Management | 5,678 | $389.0K | 0.12% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 5,670 | $389.0K | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,675 | $389.0K | 0.03% | +5,675 | New |
| XML Financial, LLC | 5,699 | $391.0K | 0.05% | +671+13.3% | Added |
| Signet Financial Management, LLC | 5,712 | $392.0K | 0.06% | −184−3.1% | Reduced |
| Triumph Capital Management | 5,748 | $394.0K | 0.17% | −627−9.8% | Reduced |
| Bienville Capital Management, LLC | 5,750 | $394.0K | 0.29% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 5,741 | $394.0K | 0.10% | +670+13.2% | Added |
| Van Hulzen Asset Management, LLC | 5,754 | $395.0K | 0.04% | +500+9.5% | Added |
| Xcel Wealth Management, LLC | 5,774 | $396.0K | 0.10% | +253+4.6% | Added |
| St Germain D J Co Inc | 5,791 | $397.0K | 0.02% | +214+3.8% | Added |
| Beese Fulmer Investment Management, Inc. | 5,820 | $399.0K | 0.04% | −100−1.7% | Reduced |
| First National Bank & Trust Co of Newtown | 5,823 | $399.0K | 0.08% | 00.0% | Unchanged |
| FORA Capital, LLC | 5,813 | $399.0K | 0.15% | +5,813 | New |
| Brighton Jones LLC | 5,826 | $400.0K | 0.02% | +1,449+33.1% | Added |
| Bridges Investment Management Inc | 5,850 | $401.0K | 0.01% | −3,300−36.1% | Reduced |
| AMG National Trust Bank | 5,852 | $401.0K | 0.01% | −1,871−24.2% | Reduced |
| First Command Bank | 6,477 | $402.0K | 0.07% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 5,865 | $402.0K | 0.35% | +5,865 | New |
| Lee Danner & Bass Inc | 5,870 | $403.0K | 0.03% | −691−10.5% | Reduced |
| Verus Financial Partners, Inc. | 5,905 | $405.0K | 0.05% | +10.0% | Added |
| Mathes Company, Inc. | 5,900 | $405.0K | 0.14% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 5,901 | $405.0K | 0.24% | +28+0.5% | Added |
| Heritage Investors Management Corp | 5,917 | $406.0K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,932 | $407.0K | 0.12% | +16+0.3% | Added |
| Glen Eagle Advisors, LLC | 5,941 | $407.5K | 0.11% | −1,600−21.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,959 | $408.6K | 0.04% | +5,959 | New |
| Duncker Streett & Co Inc | 5,960 | $409.0K | 0.07% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5,961 | $409.0K | 0.46% | +5,961 | New |
| SNS Financial Group, LLC | 5,985 | $410.0K | 0.05% | −2,064−25.6% | Reduced |
| Schulhoff & Co Inc | 6,000 | $411.0K | 0.17% | 00.0% | Unchanged |
| Wexford Capital LP | 6,000 | $411.0K | 0.04% | +6,000 | New |
| Baker Boyer National Bank | 6,000 | $411.0K | 0.19% | +6,000 | New |
| Meristem Family Wealth, LLC | 6,038 | $414.0K | 0.04% | −12−0.2% | Reduced |
| Hanson & Doremus Investment Management | 6,044 | $414.0K | 0.09% | +230+4.0% | Added |
| XTX Topco Ltd | 6,043 | $414.0K | 0.23% | +6,043 | New |
| Bank of Stockton | 6,067 | $416.0K | 0.12% | −210−3.3% | Reduced |
| Formidable Asset Management, LLC | 6,184 | $422.0K | 0.08% | −10.0% | Reduced |
| Wagner Wealth Management, LLC | 6,156 | $422.0K | 0.32% | +400+6.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,175 | $423.0K | 0.20% | −438−6.6% | Reduced |
| Thoroughbred Financial Services, LLC | 6,212 | $426.0K | 0.09% | +721+13.1% | Added |
| Red Wave Investments LLC | 6,221 | $427.0K | 0.15% | +343+5.8% | Added |
| Arete Wealth Advisors, LLC | 6,267 | $428.0K | 0.04% | +1,174+23.1% | Added |
| Sawyer & Company, Inc | 6,252 | $429.0K | 0.19% | −26−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 6,252 | $429.0K | 0.07% | +433+7.4% | Added |
| Novare Capital Management LLC | 6,271 | $430.0K | 0.04% | +6,271 | New |
| Ausdal Financial Partners, Inc. | 6,293 | $432.0K | 0.06% | −213−3.3% | Reduced |
| Chicago Capital, LLC | 6,305 | $432.0K | 0.02% | +500+8.6% | Added |
| Lowe Brockenbrough & Co Inc | 6,325 | $434.0K | 0.03% | 00.0% | Unchanged |