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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 10,284 | $705.3K | 0.08% | −200−1.9% | Reduced |
| Constitution Capital LLC | 10,294 | $706.0K | 0.38% | +700+7.3% | Added |
| Cornerstone Management, Inc. | 10,328 | $708.3K | 0.20% | +10.0% | Added |
| Peak Planning Group, LLC | 10,350 | $709.8K | 0.52% | −1,812−14.9% | Reduced |
| Successful Portfolios LLC | 10,349 | $710.0K | 0.39% | 00.0% | Unchanged |
| Monetary Management Group Inc | 10,376 | $712.0K | 0.18% | 00.0% | Unchanged |
| People's United Financial, Inc. | 10,455 | $717.0K | 0.02% | −2,530−19.5% | Reduced |
| Haverford Trust Co | 10,468 | $718.0K | 0.01% | −699−6.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,463 | $718.0K | 0.21% | +10,463 | New |
| RDA Financial Network | 10,514 | $721.0K | 0.29% | +5,814+123.7% | Added |
| Conning Inc. | 10,544 | $723.0K | 0.02% | +248+2.4% | Added |
| Old National Bancorp | 10,550 | $724.0K | 0.03% | −3,139−22.9% | Reduced |
| Linscomb & Williams, Inc. | 10,582 | $726.0K | 0.03% | −2,338−18.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 10,619 | $727.0K | 0.03% | −983−8.5% | Reduced |
| Denali Advisors LLC | 10,600 | $727.0K | 0.27% | +400+3.9% | Added |
| Clarius Group, LLC | 10,612 | $728.0K | 0.06% | +152+1.5% | Added |
| EverSource Wealth Advisors, LLC | 10,621 | $728.0K | 0.20% | +10,621 | New |
| Advisor Resource Council | 10,624 | $729.0K | 0.06% | +10,624 | New |
| Cutler Group LP | 10,653 | $730.0K | 0.05% | −180−1.7% | Reduced |
| Chesley Taft & Associates LLC | 10,652 | $731.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 10,764 | $738.0K | 0.09% | +1,114+11.5% | Added |
| Roberts Glore & Co Inc | 10,773 | $739.0K | 0.19% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 10,824 | $742.0K | 0.49% | +10.0% | Added |
| Atlas Brown,Inc. | 10,822 | $742.0K | 0.29% | +98+0.9% | Added |
| First National Corp | 10,842 | $744.0K | 0.17% | −767−6.6% | Reduced |
| Sunbelt Securities, Inc. | 11,082 | $752.0K | 0.12% | −909−7.6% | Reduced |
| Murphy Capital Management Inc | 10,984 | $753.0K | 0.08% | −1,275−10.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,008 | $754.9K | 0.01% | +1,915+21.1% | Added |
| Trustcore Financial Services, LLC | 11,007 | $755.0K | 0.09% | +40.0% | Added |
| Bartlett & Co. LLC | 11,008 | $755.0K | 0.01% | +1,915+21.1% | Added |
| Gladstone Institutional Advisory LLC | 11,055 | $758.0K | 0.06% | +2,287+26.1% | Added |
| Comerica Securities,inc. | 11,099 | $761.0K | 0.05% | −1,548−12.2% | Reduced |
| High Net Worth Advisory Group LLC | 11,124 | $763.0K | 0.27% | +11,124 | New |
| Checchi Capital Advisers, LLC | 11,153 | $765.0K | 0.08% | +385+3.6% | Added |
| We Are One Seven, LLC | 11,179 | $767.0K | 0.08% | +6,175+123.4% | Added |
| Advisory Alpha, LLC | 11,212 | $769.0K | 0.04% | −626−5.3% | Reduced |
| Thrive Capital Management, LLC | 11,256 | $772.0K | 0.50% | −9,561−45.9% | Reduced |
| Vident Investment Advisory, LLC | 11,281 | $772.0K | 0.02% | −597−5.0% | Reduced |
| Fiduciary Trust Co | 11,273 | $773.0K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11,279 | $774.0K | 0.13% | −2,984−20.9% | Reduced |
| Polar Asset Management Partners Inc. | 11,290 | $774.0K | 0.01% | +11,290 | New |
| Wolverine Asset Management LLC | 11,329 | $776.0K | 0.01% | +9,533+530.8% | Added |
| Palumbo Wealth Management LLC | 11,356 | $779.0K | 0.49% | +539+5.0% | Added |
| Silverlake Wealth Management LLC | 11,396 | $781.5K | 0.42% | +11,396 | New |
| Summit Financial Group Inc | 11,418 | $783.0K | 0.25% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 11,461 | $786.0K | 0.32% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,458 | $786.0K | 0.15% | +11,458 | New |
| Allred Capital Management, LLC | 11,484 | $787.0K | 0.38% | −998−8.0% | Reduced |
| Farmers Trust Co | 11,470 | $787.0K | 0.16% | +213+1.9% | Added |
| Aberdeen Wealth Management LLC | 11,536 | $791.0K | 0.52% | −296−2.5% | Reduced |
| Financial Advisory Service, Inc. | 11,534 | $791.0K | 0.07% | +4,114+55.4% | Added |
| FDx Advisors, Inc. | 11,566 | $793.0K | 0.02% | −237−2.0% | Reduced |
| Juncture Wealth Strategies, LLC | 11,611 | $796.0K | 0.38% | +400+3.6% | Added |
| Centre Asset Management, LLC | 11,623 | $797.0K | 0.40% | −6−0.1% | Reduced |
| HBK Sorce Advisory LLC | 11,622 | $797.0K | 0.04% | −580−4.8% | Reduced |
| H. L. Ormond & Company, LLC | 11,735 | $797.0K | 0.93% | +11,735 | New |
| First Farmers & Merchants Bank / Trust | 11,674 | $801.0K | 0.80% | +11,674 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,835 | $812.0K | 0.90% | −800−6.3% | Reduced |
| Welch & Forbes LLC | 11,869 | $814.0K | 0.01% | −1,657−12.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,936 | $819.0K | 0.03% | +1,043+9.6% | Added |
| Avantax Planning Partners, Inc. | 11,986 | $822.0K | 0.03% | −405−3.3% | Reduced |
| Toroso Investments, LLC | 12,132 | $832.0K | 0.03% | +2,407+24.8% | Added |
| Wintrust Investments LLC | 12,130 | $832.0K | 0.08% | +12,130 | New |
| Boston Trust Walden Corp | 12,175 | $835.0K | 0.01% | −214−1.7% | Reduced |
| Confluence Wealth Services, Inc. | 12,246 | $839.0K | 0.27% | +12,246 | New |
| Country Club Trust Company, n.a. | 12,293 | $840.0K | 0.07% | +1,840+17.6% | Added |
| Sculati Wealth Management, LLC | 12,280 | $842.0K | 0.41% | 00.0% | Unchanged |
| Henshaw Capital LLC | 12,288 | $842.7K | 0.05% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,337 | $846.0K | 0.70% | +12,337 | New |
| Allworth Financial LP | 12,489 | $856.0K | 0.01% | −896−6.7% | Reduced |
| Corient Capital Partners, LLC | 12,471 | $856.0K | 0.06% | +306+2.5% | Added |
| Marino, Stram & Associates LLC | 12,492 | $857.0K | 0.26% | +509+4.2% | Added |
| Ascent Wealth Partners, LLC | 12,510 | $858.0K | 0.15% | +1,410+12.7% | Added |
| TrueWealth Advisors, LLC | 12,519 | $859.0K | 0.39% | +3,559+39.7% | Added |
| O'Shaughnessy Asset Management, LLC | 12,570 | $862.0K | 0.02% | +309+2.5% | Added |
| Rocky Mountain Advisers, LLC | 12,725 | $873.0K | 0.99% | −200−1.5% | Reduced |
| Plimoth Trust Co LLC | 12,732 | $874.0K | 0.22% | −180−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,738 | $874.0K | 0.01% | +12,738 | New |
| Resources Investment Advisors, LLC. | 12,764 | $875.0K | 0.03% | −569−4.3% | Reduced |
| Strategic Blueprint, LLC | 12,786 | $877.0K | 0.11% | −1,755−12.1% | Reduced |
| Altium Wealth Management LLC | 12,871 | $883.0K | 0.06% | +720+5.9% | Added |
| Earnest Partners LLC | 12,901 | $885.0K | 0.01% | −576−4.3% | Reduced |
| BancorpSouth Bank | 12,928 | $886.0K | 0.11% | +200+1.6% | Added |
| Park National Corp | 12,937 | $887.0K | 0.03% | −3,986−23.6% | Reduced |
| HM Payson & Co | 12,929 | $887.0K | 0.02% | −300−2.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,931 | $887.0K | 0.08% | +98+0.8% | Added |
| Integrated Advisors Network LLC | 12,971 | $890.0K | 0.05% | −720−5.3% | Reduced |
| Resources Management Corp | 12,985 | $891.0K | 0.12% | +55+0.4% | Added |
| Vestcor Inc | 13,069 | $896.0K | 0.03% | −2,533−16.2% | Reduced |
| West Bancorporation Inc | 13,069 | $896.0K | 0.70% | +13,069 | New |
| Salem Investment Counselors Inc | 13,073 | $897.0K | 0.03% | −499−3.7% | Reduced |
| AdvisorNet Financial, Inc | 13,082 | $897.0K | 0.06% | +157+1.2% | Added |
| BT Wealth Management LLC | 13,076 | $897.0K | 0.24% | +6,025+85.4% | Added |
| Qtron Investments LLC | 13,085 | $897.0K | 0.20% | +6,065+86.4% | Added |
| Rational Advisors LLC | 13,126 | $900.0K | 0.06% | −12,282−48.3% | Reduced |
| Magnolia Capital Advisors LLC | 13,201 | $905.0K | 0.27% | +1,154+9.6% | Added |
| Burney Co | 13,202 | $905.0K | 0.04% | +1,324+11.1% | Added |
| Court Place Advisors, LLC | 13,302 | $912.0K | 0.25% | −500−3.6% | Reduced |
| B. Riley Wealth Management, Inc. | 13,314 | $913.0K | 0.06% | −255−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 13,349 | $915.0K | 0.08% | −1,047−7.3% | Reduced |