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 6 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 |
|---|---|---|---|---|---|
| Wells Trecaso Financial Group, LLC | 9,055 | $621.0K | 0.27% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9,040 | $620.0K | 0.04% | +500+5.9% | Added |
| 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 |
| LVZ Advisors, Inc. | 8,974 | $615.0K | 0.08% | −235−2.6% | Reduced |
| 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 |
| EPG Wealth Management LLC | 8,927 | $612.0K | 0.22% | +2,204+32.8% | Added |
| Asset Management Corp | 8,915 | $611.0K | 0.35% | −96−1.1% | Reduced |
| Change Path, LLC | 8,830 | $606.0K | 0.03% | −1,188−11.9% | Reduced |
| Archer Investment Corp | 8,800 | $603.5K | 0.20% | +1,000+12.8% | Added |
| GPS Wealth Strategies Group, LLC | 8,757 | $601.0K | 0.13% | +1,068+13.9% | Added |
| ACG Wealth | 8,746 | $600.0K | 0.09% | −366−4.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,712 | $597.0K | 0.35% | +243+2.9% | 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 |
| Symphony Financial, Ltd. Co. | 8,725 | $595.0K | 0.17% | +419+5.0% | Added |
| Balentine LLC | 8,648 | $593.0K | 0.02% | +4,626+115.0% | Added |
| Element Wealth, LLC | 8,600 | $590.0K | 0.45% | +44+0.5% | Added |
| Western Wealth Management, LLC | 8,611 | $589.0K | 0.06% | +8,611 | New |
| 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 |
| Exane Derivatives | 8,573 | $587.9K | 0.14% | +213+2.5% | Added |
| KMG Fiduciary Partners, LLC | 8,554 | $587.0K | 0.09% | +110+1.3% | Added |
| Wealthcare Advisory Partners LLC | 8,541 | $586.0K | 0.04% | −1,968−18.7% | Reduced |
| 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 |
| 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 |
| Castleview Partners, LLC | 39,707 | $579.0K | 0.00% | +39,707 | New |
| 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 |
| 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 |
| Perpetual Investment Management Ltd | 8,384 | $575.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Asahi Life Asset Management Co., Ltd. | 8,360 | $573.0K | 0.07% | +180+2.2% | Added |
| 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 |
| 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 |
| 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 |
| Country Trust Bank | 8,212 | $563.0K | 0.02% | −3,520−30.0% | Reduced |
| West Family Investments, Inc. | 8,164 | $560.0K | 0.16% | +4,350+114.1% | Added |
| Premier Asset Management LLC | 8,131 | $558.0K | 0.10% | −2,244−21.6% | Reduced |
| Cadence Bank NA | 8,129 | $557.0K | 0.15% | +76+0.9% | Added |
| MEMBERS Trust Co | 8,093 | $555.0K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 8,126 | $554.0K | 0.07% | −100−1.2% | Reduced |
| Kingfisher Capital LLC | 8,071 | $553.0K | 0.13% | +8,071 | New |
| W Advisors, LLC | 8,067 | $553.0K | 0.41% | +8,067 | New |
| 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 |
| 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 |
| MAI Capital Management | 7,947 | $545.0K | 0.01% | +20+0.3% | Added |
| Industrial Alliance Investment Management Inc. | 7,926 | $544.0K | 0.01% | +7,926 | New |
| 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 |
| United Capital Management of KS, Inc. | 7,906 | $542.0K | 0.20% | −635−7.4% | Reduced |
| Insight Inv LLC | 7,895 | $541.0K | 0.50% | +7,895 | New |
| Optimum Investment Advisors | 7,847 | $538.0K | 0.21% | −820−9.5% | Reduced |
| Bath Savings Trust Co | 7,817 | $536.0K | 0.06% | +140+1.8% | Added |
| Equitable Holdings, Inc. | 7,801 | $535.0K | 0.01% | +7+0.1% | 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 |
| Ritholtz Wealth Management | 7,754 | $532.0K | 0.03% | +575+8.0% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Independent Financial Group, LLC | 7,647 | $524.4K | 0.04% | +980+14.7% | Added |
| Aviance Capital Partners, LLC | 7,605 | $522.0K | 0.09% | +7+0.1% | Added |
| 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 |
| McLean Asset Management Corp | 7,635 | $517.0K | 0.20% | −83−1.1% | Reduced |
| Krane Funds Advisors LLC | 7,529 | $516.0K | 0.01% | −1,498−16.6% | Reduced |
| Brightworth | 7,503 | $515.0K | 0.05% | +3,851+105.4% | Added |
| Concord Wealth Partners | 7,489 | $514.0K | 0.13% | +769+11.4% | Added |
| Glenview Trust Co | 7,487 | $513.0K | 0.02% | +196+2.7% | Added |
| 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 |
| 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 |
| 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 |
| Baldwin Brothers Inc | 7,367 | $505.0K | 0.05% | +250+3.5% | Added |