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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 8,164 | $560.0K | 0.16% | +4,350+114.1% | Added |
| Country Trust Bank | 8,212 | $563.0K | 0.02% | −3,520−30.0% | Reduced |
| Sawtooth Solutions, LLC | 8,220 | $564.0K | 0.06% | −2,775−25.2% | Reduced |
| Gables Capital Management Inc. | 8,231 | $564.0K | 0.34% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 8,221 | $564.0K | 0.25% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,306 | $570.0K | 0.02% | +8,306 | New |
| Firethorn Wealth Partners, LLC | 8,313 | $570.0K | 0.43% | +8,313 | New |
| Great Valley Advisor Group, Inc. | 8,514 | $572.0K | 0.04% | −71−0.8% | Reduced |
| Lumature Wealth Partners, LLC | 8,343 | $572.0K | 0.22% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 8,360 | $573.0K | 0.07% | +180+2.2% | Added |
| FineMark National Bank & Trust | 8,365 | $574.0K | 0.02% | −3,388−28.8% | Reduced |
| Virtue Capital Management, LLC | 8,373 | $574.0K | 0.08% | −46−0.5% | Reduced |
| Bremer Bank National Association | 8,368 | $574.0K | 0.09% | +41+0.5% | Added |
| BCS Wealth Management | 8,377 | $574.0K | 0.21% | +4,069+94.5% | Added |
| Perpetual Investment Management Ltd | 8,384 | $575.0K | 0.07% | 00.0% | Unchanged |
| First National Bank of South Miami | 8,394 | $576.0K | 0.35% | −5−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,404 | $576.0K | 0.03% | +237+2.9% | Added |
| Verity Asset Management, Inc. | 8,396 | $576.0K | 0.34% | +465+5.9% | Added |
| Gofen & Glossberg LLC | 8,414 | $577.0K | 0.01% | −403−4.6% | Reduced |
| Intersect Capital LLC | 8,408 | $577.0K | 0.11% | −121−1.4% | Reduced |
| Allegheny Financial Group LTD | 8,413 | $577.0K | 0.23% | +59+0.7% | Added |
| Castleview Partners, LLC | 39,707 | $579.0K | 0.00% | +39,707 | New |
| Walter & Keenan Financial Consulting Co | 8,517 | $584.0K | 0.19% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,513 | $584.0K | 0.06% | +96+1.1% | Added |
| Assenagon Asset Management S.A. | 8,523 | $585.0K | 0.00% | −33,492−79.7% | Reduced |
| CSM Advisors, LLC | 8,526 | $585.0K | 0.04% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 8,526 | $585.0K | 0.10% | 00.0% | Unchanged |
| NTB Financial Corp | 8,529 | $585.0K | 0.41% | +8,529 | New |
| Wealthcare Advisory Partners LLC | 8,541 | $586.0K | 0.04% | −1,968−18.7% | Reduced |
| KMG Fiduciary Partners, LLC | 8,554 | $587.0K | 0.09% | +110+1.3% | Added |
| Exane Derivatives | 8,573 | $587.9K | 0.14% | +213+2.5% | Added |
| Symmetry Partners, LLC | 8,571 | $588.0K | 0.04% | −702−7.6% | Reduced |
| Moseley Investment Management Inc | 8,569 | $588.0K | 0.27% | −19−0.2% | Reduced |
| Western Wealth Management, LLC | 8,611 | $589.0K | 0.06% | +8,611 | New |
| Element Wealth, LLC | 8,600 | $590.0K | 0.45% | +44+0.5% | Added |
| Balentine LLC | 8,648 | $593.0K | 0.02% | +4,626+115.0% | Added |
| Symphony Financial, Ltd. Co. | 8,725 | $595.0K | 0.17% | +419+5.0% | Added |
| Nwam LLC | 8,684 | $596.0K | 0.05% | −653−7.0% | Reduced |
| Howard Capital Management Group, LLC | 8,698 | $596.0K | 0.05% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 8,685 | $596.0K | 0.21% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 8,712 | $597.0K | 0.35% | +243+2.9% | Added |
| ACG Wealth | 8,746 | $600.0K | 0.09% | −366−4.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,757 | $601.0K | 0.13% | +1,068+13.9% | Added |
| Archer Investment Corp | 8,800 | $603.5K | 0.20% | +1,000+12.8% | Added |
| Change Path, LLC | 8,830 | $606.0K | 0.03% | −1,188−11.9% | Reduced |
| Asset Management Corp | 8,915 | $611.0K | 0.35% | −96−1.1% | Reduced |
| EPG Wealth Management LLC | 8,927 | $612.0K | 0.22% | +2,204+32.8% | Added |
| CoreFirst Bank & Trust | 8,950 | $614.0K | 0.40% | −424−4.5% | Reduced |
| WFA of San Diego, LLC | 8,960 | $614.0K | 0.36% | +8,960 | New |
| LVZ Advisors, Inc. | 8,974 | $615.0K | 0.08% | −235−2.6% | Reduced |
| Montecito Bank & Trust | 9,026 | $619.0K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,024 | $619.0K | 0.05% | +293+3.4% | Added |
| North Star Investment Management Corp. | 9,040 | $620.0K | 0.04% | +500+5.9% | Added |
| Wells Trecaso Financial Group, LLC | 9,055 | $621.0K | 0.27% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,112 | $625.0K | 0.03% | +52+0.6% | Added |
| Meadow Creek Wealth Advisors LLC | 9,112 | $625.0K | 0.59% | +9,112 | New |
| Accurate Wealth Management, LLC | 9,355 | $626.0K | 0.52% | −96−1.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,130 | $626.0K | 0.32% | +41+0.5% | Added |
| Smith Chas P & Associates Pa Cpas | 9,166 | $629.0K | 0.04% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 9,299 | $632.0K | 0.15% | +9,299 | New |
| Metis Global Partners, LLC | 9,231 | $633.0K | 0.18% | +9,231 | New |
| Clark Financial Advisors | 9,252 | $634.0K | 0.53% | +9,252 | New |
| Eagle Strategies LLC | 9,264 | $635.0K | 0.25% | +9,264 | New |
| Exchange Traded Concepts, LLC | 9,352 | $641.0K | 0.01% | −212,424−95.8% | Reduced |
| Gilbert & Cook, Inc. | 9,359 | $642.0K | 0.10% | +308+3.4% | Added |
| Alpha Cubed Investments, LLC | 9,443 | $648.0K | 0.04% | −24−0.3% | Reduced |
| Benin Management CORP | 9,462 | $649.0K | 0.20% | 00.0% | Unchanged |
| Congress Asset Management Co | 9,485 | $650.0K | 0.00% | −1,594−14.4% | Reduced |
| Financial Advocates Investment Management | 9,488 | $650.0K | 0.05% | −442−4.5% | Reduced |
| Claro Advisors LLC | 9,502 | $652.0K | 0.23% | +280+3.0% | Added |
| NEXT Financial Group, Inc | 9,558 | $655.0K | 0.04% | −822−7.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 9,582 | $657.0K | 0.47% | +341+3.7% | Added |
| Advisors Capital Management, LLC | 9,586 | $657.0K | 0.02% | +2,814+41.6% | Added |
| Simplicity Wealth,LLC | 9,634 | $661.0K | 0.36% | +9,634 | New |
| Ancora Advisors, LLC | 9,743 | $668.0K | 0.02% | −127−1.3% | Reduced |
| Reilly Financial Advisors, LLC | 9,762 | $669.0K | 0.05% | +5+0.1% | Added |
| Acorn Wealth Advisors, LLC | 9,749 | $669.0K | 0.42% | +83+0.9% | Added |
| Valmark Advisers, Inc. | 9,814 | $673.0K | 0.01% | +929+10.5% | Added |
| Motco | 9,855 | $676.0K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,862 | $676.0K | 0.01% | +803+8.9% | Added |
| Kovack Advisors, Inc. | 9,921 | $680.0K | 0.07% | −2,332−19.0% | Reduced |
| Edge Capital Group, LLC | 9,915 | $680.0K | 0.05% | +971+10.9% | Added |
| Marco Investment Management LLC | 9,920 | $680.0K | 0.07% | +2,557+34.7% | Added |
| Greenleaf Trust | 9,936 | $681.0K | 0.01% | −443−4.3% | Reduced |
| Palladium Partners LLC | 9,986 | $685.0K | 0.03% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 10,006 | $686.0K | 0.05% | −896−8.2% | Reduced |
| St. Johns Investment Management Company, LLC | 10,012 | $687.0K | 0.35% | −341−3.3% | Reduced |
| Wrapmanager Inc | 10,052 | $689.0K | 0.17% | +239+2.4% | Added |
| Hoylecohen, LLC | 10,080 | $691.0K | 0.06% | +28+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 10,073 | $691.0K | 0.01% | +30+0.3% | Added |
| Arrow Financial Corp | 10,140 | $696.0K | 0.08% | −5,076−33.4% | Reduced |
| Beaumont Financial Partners, LLC | 10,151 | $696.0K | 0.05% | +198+2.0% | Added |
| Home Federal Bank of Tennessee | 10,147 | $696.0K | 0.23% | +350+3.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,157 | $697.0K | 0.10% | +10.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,165 | $697.0K | 0.21% | +323+3.3% | Added |
| Sunburst Financial Group, LLC | 10,183 | $698.0K | 0.35% | +290+2.9% | Added |
| Steel Peak Wealth Management LLC | 10,255 | $703.0K | 0.04% | +6,038+143.2% | Added |
| Edgestream Partners, L.P. | 10,248 | $703.0K | 0.04% | +10,248 | New |
| Pacific Wealth Strategies Group, Inc. | 10,268 | $704.0K | 0.25% | +595+6.2% | Added |
| Sentry Investment Management LLC | 10,284 | $705.0K | 0.19% | +1,740+20.4% | Added |