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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 6,358 | $436.0K | 0.00% | +600+10.4% | Added |
| Eqis Capital Management, Inc. | 6,407 | $439.0K | 0.03% | −1,094−14.6% | Reduced |
| Charter Trust Co | 6,440 | $442.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 6,465 | $443.0K | 0.12% | +1,615+33.3% | Added |
| First Command Financial Services, Inc. | 6,477 | $444.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 6,478 | $444.0K | 0.06% | +3,151+94.7% | Added |
| Jackson Hole Capital Partners, LLC | 6,521 | $447.0K | 0.14% | 00.0% | Unchanged |
| Covington Capital Management | 6,513 | $447.0K | 0.02% | +540+9.0% | Added |
| Cross Staff Investments Inc | 6,535 | $448.0K | 0.40% | +6,535 | New |
| Means Investment Co., Inc. | 6,548 | $449.0K | 0.08% | −418−6.0% | Reduced |
| Moloney Securities Asset Management, LLC | 6,566 | $450.0K | 0.08% | −161−2.4% | Reduced |
| Trust Co of Toledo NA | 6,589 | $452.0K | 0.07% | −299−4.3% | Reduced |
| IVC Wealth Advisors LLC | 6,625 | $454.0K | 0.29% | +216+3.4% | Added |
| Frontier Wealth Management LLC | 6,635 | $455.0K | 0.03% | +10.0% | Added |
| MKT Advisors LLC | 6,784 | $455.0K | 0.36% | +6,784 | New |
| Woodward Diversified Capital, LLC | 6,655 | $456.0K | 0.27% | +740+12.5% | Added |
| Northstar Advisory Group, LLC | 6,644 | $456.0K | 0.27% | +6,644 | New |
| Investment Management of Virginia LLC | 6,669 | $457.0K | 0.07% | +220+3.4% | Added |
| Valeo Financial Advisors, LLC | 6,686 | $459.0K | 0.03% | −1,761−20.8% | Reduced |
| Cornerstone Wealth Management, LLC | 6,687 | $459.0K | 0.04% | +932+16.2% | Added |
| Valley Brook Capital Group | 6,710 | $460.0K | 0.40% | +351+5.5% | Added |
| Mechanics Financial Corp | 6,726 | $461.0K | 0.22% | +6,726 | New |
| Acorn Financial Advisory Services Inc | 6,748 | $462.0K | 0.09% | +231+3.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,751 | $463.0K | 0.09% | +96+1.4% | Added |
| Cohen Investment Advisors LLC | 6,762 | $464.0K | 0.33% | +6+0.1% | Added |
| Ameritas Advisory Services, LLC | 6,763 | $464.0K | 0.02% | +6,763 | New |
| Principal Street Partners, LLC | 6,784 | $465.0K | 0.11% | +552+8.9% | Added |
| Sunflower Bank, N.A. | 6,807 | $467.0K | 0.06% | +140+2.1% | Added |
| Telemus Capital, LLC | 6,857 | $470.0K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 6,860 | $470.0K | 0.16% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 6,850 | $470.0K | 0.37% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,875 | $471.0K | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,865 | $471.0K | 0.06% | +10+0.1% | Added |
| Marietta Wealth Management, LLC | 6,892 | $473.0K | 0.10% | −364−5.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,890 | $473.0K | 0.12% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 6,990 | $479.0K | 0.06% | −590−7.8% | Reduced |
| Exencial Wealth Advisors, LLC | 6,995 | $480.0K | 0.02% | +548+8.5% | Added |
| Ahrens Investment Partners LLC | 7,012 | $481.0K | 0.21% | 00.0% | Unchanged |
| David J Yvars Group | 7,013 | $481.0K | 0.30% | +5+0.1% | Added |
| Mosaic Family Wealth, LLC | 7,031 | $482.0K | 0.13% | −652−8.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,031 | $482.0K | 0.12% | +7,031 | New |
| City State Bank | 7,035 | $482.0K | 0.30% | +7,035 | New |
| Wealth Alliance Advisory Group, LLC | 7,042 | $483.0K | 0.21% | 00.0% | Unchanged |
| Scotia Capital Inc. | 7,052 | $484.0K | 0.00% | −76−1.1% | Reduced |
| Lathrop Investment Management Corp | 7,070 | $485.0K | 0.10% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 7,086 | $486.0K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 7,111 | $488.0K | 0.04% | +7,111 | New |
| Berger Financial Group, Inc | 7,156 | $491.0K | 0.07% | +30.0% | Added |
| Gradient Investments LLC | 7,189 | $493.0K | 0.01% | +423+6.3% | Added |
| Invst, LLC | 7,870 | $495.0K | 0.08% | +7,870 | New |
| LCNB Corp | 7,243 | $497.0K | 0.23% | −100−1.4% | Reduced |
| Engine No. 1 LLC | 7,251 | $497.0K | 0.10% | +1,554+27.3% | Added |
| Jones Financial Companies LLLP | 7,288 | $500.0K | 0.00% | −445−5.8% | Reduced |
| Baldwin Brothers Inc | 7,367 | $505.0K | 0.05% | +250+3.5% | Added |
| Wulff, Hansen & Co. | 7,363 | $505.0K | 0.44% | +7,363 | New |
| Trexquant Investment LP | 7,413 | $508.0K | 0.03% | −1,053−12.4% | Reduced |
| Renasant Bank | 7,407 | $508.0K | 0.35% | +1,785+31.8% | Added |
| Intrua Financial, LLC | 7,421 | $509.0K | 0.09% | −895−10.8% | Reduced |
| Essex Savings Bank | 7,414 | $509.0K | 0.17% | −390−5.0% | Reduced |
| Cobblestone Capital Advisors LLC | 7,450 | $511.0K | 0.03% | −24−0.3% | Reduced |
| Summitry LLC | 7,450 | $511.0K | 0.03% | +7,450 | New |
| Glenview Trust Co | 7,487 | $513.0K | 0.02% | +196+2.7% | Added |
| Concord Wealth Partners | 7,489 | $514.0K | 0.13% | +769+11.4% | Added |
| Brightworth | 7,503 | $515.0K | 0.05% | +3,851+105.4% | Added |
| Krane Funds Advisors LLC | 7,529 | $516.0K | 0.01% | −1,498−16.6% | Reduced |
| McLean Asset Management Corp | 7,635 | $517.0K | 0.20% | −83−1.1% | Reduced |
| Horizon Investments, LLC | 7,565 | $519.0K | 0.02% | −2,529−25.1% | Reduced |
| Advisor OS, LLC | 7,558 | $519.0K | 0.11% | +886+13.3% | Added |
| Aviance Capital Partners, LLC | 7,605 | $522.0K | 0.09% | +7+0.1% | Added |
| Independent Financial Group, LLC | 7,647 | $524.4K | 0.04% | +980+14.7% | Added |
| Wealthsource Partners, LLC | 7,652 | $525.0K | 0.04% | −2,874−27.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,651 | $525.0K | 0.02% | +37+0.5% | Added |
| Nations Financial Group Inc, | 7,694 | $528.0K | 0.07% | +379+5.2% | Added |
| Archford Capital Strategies, LLC | 7,696 | $528.0K | 0.12% | +1,349+21.3% | Added |
| Wealth Dimensions Group, Ltd. | 7,711 | $529.0K | 0.26% | −27−0.3% | Reduced |
| Firestone Capital Management | 7,719 | $529.0K | 0.17% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 7,735 | $530.0K | 0.03% | −1,020−11.7% | Reduced |
| First Hawaiian Bank | 7,732 | $530.0K | 0.02% | −194−2.4% | Reduced |
| Ritholtz Wealth Management | 7,754 | $532.0K | 0.03% | +575+8.0% | Added |
| Peninsula Asset Management Inc | 7,790 | $534.0K | 0.25% | −100−1.3% | Reduced |
| Great Lakes Advisors, LLC | 7,790 | $534.0K | 0.01% | −53−0.7% | Reduced |
| Equitable Holdings, Inc. | 7,801 | $535.0K | 0.01% | +7+0.1% | Added |
| Bath Savings Trust Co | 7,817 | $536.0K | 0.06% | +140+1.8% | Added |
| Optimum Investment Advisors | 7,847 | $538.0K | 0.21% | −820−9.5% | Reduced |
| Insight Inv LLC | 7,895 | $541.0K | 0.50% | +7,895 | New |
| United Capital Management of KS, Inc. | 7,906 | $542.0K | 0.20% | −635−7.4% | Reduced |
| Resource Management, LLC | 7,918 | $543.0K | 0.06% | −357−4.3% | Reduced |
| Cornerstone Wealth Group, LLC | 7,922 | $543.0K | 0.09% | +123+1.6% | Added |
| Industrial Alliance Investment Management Inc. | 7,926 | $544.0K | 0.01% | +7,926 | New |
| MAI Capital Management | 7,947 | $545.0K | 0.01% | +20+0.3% | Added |
| Cambridge Trust Co | 7,980 | $547.0K | 0.02% | +722+9.9% | Added |
| Perigon Wealth Management, LLC | 7,979 | $547.0K | 0.04% | +3,854+93.4% | Added |
| Biltmore Capital Advisors LLC | 8,053 | $552.0K | 0.09% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 8,042 | $552.0K | 0.11% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 8,071 | $553.0K | 0.13% | +8,071 | New |
| W Advisors, LLC | 8,067 | $553.0K | 0.41% | +8,067 | New |
| Beacon Financial Group | 8,126 | $554.0K | 0.07% | −100−1.2% | Reduced |
| MEMBERS Trust Co | 8,093 | $555.0K | 0.02% | 00.0% | Unchanged |
| Cadence Bank NA | 8,129 | $557.0K | 0.15% | +76+0.9% | Added |
| Premier Asset Management LLC | 8,131 | $558.0K | 0.10% | −2,244−21.6% | Reduced |