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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ4 2021: 1,654 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ4 2021: $43.9B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2021.

Institutions holding SO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wulff, Hansen & Co.7,363$505.0K0.44%+7,363New
Jones Financial Companies LLLP7,288$500.0K0.00%−445−5.8%Reduced
LCNB Corp7,243$497.0K0.23%−100−1.4%Reduced
Engine No. 1 LLC7,251$497.0K0.10%+1,554+27.3%Added
Invst, LLC7,870$495.0K0.08%+7,870New
Gradient Investments LLC7,189$493.0K0.01%+423+6.3%Added
Berger Financial Group, Inc7,156$491.0K0.07%+30.0%Added
Clear Street Markets LLC7,111$488.0K0.04%+7,111New
Davy Global Fund Management Ltd7,086$486.0K0.07%00.0%Unchanged
Lathrop Investment Management Corp7,070$485.0K0.10%00.0%Unchanged
Scotia Capital Inc.7,052$484.0K0.00%−76−1.1%Reduced
Wealth Alliance Advisory Group, LLC7,042$483.0K0.21%00.0%Unchanged
Mosaic Family Wealth, LLC7,031$482.0K0.13%−652−8.5%Reduced
Cedar Brook Financial Partners, LLC7,031$482.0K0.12%+7,031New
City State Bank7,035$482.0K0.30%+7,035New
Ahrens Investment Partners LLC7,012$481.0K0.21%00.0%Unchanged
David J Yvars Group7,013$481.0K0.30%+5+0.1%Added
Exencial Wealth Advisors, LLC6,995$480.0K0.02%+548+8.5%Added
J. L. Bainbridge & Co., Inc.6,990$479.0K0.06%−590−7.8%Reduced
Marietta Wealth Management, LLC6,892$473.0K0.10%−364−5.0%Reduced
Mraz, Amerine & Associates, Inc.6,890$473.0K0.12%00.0%Unchanged
Greylin Investment Mangement Inc6,875$471.0K0.09%00.0%Unchanged
Tradition Wealth Management, LLC6,865$471.0K0.06%+10+0.1%Added
Telemus Capital, LLC6,857$470.0K0.04%00.0%Unchanged
Keystone Financial Planning, Inc.6,860$470.0K0.16%00.0%Unchanged
Aldebaran Financial Inc.6,850$470.0K0.37%00.0%Unchanged
Sunflower Bank, N.A.6,807$467.0K0.06%+140+2.1%Added
Principal Street Partners, LLC6,784$465.0K0.11%+552+8.9%Added
Cohen Investment Advisors LLC6,762$464.0K0.33%+6+0.1%Added
Ameritas Advisory Services, LLC6,763$464.0K0.02%+6,763New
Pinnacle Wealth Planning Services, Inc.6,751$463.0K0.09%+96+1.4%Added
Acorn Financial Advisory Services Inc6,748$462.0K0.09%+231+3.5%Added
Mechanics Financial Corp6,726$461.0K0.22%+6,726New
Valley Brook Capital Group6,710$460.0K0.40%+351+5.5%Added
Valeo Financial Advisors, LLC6,686$459.0K0.03%−1,761−20.8%Reduced
Cornerstone Wealth Management, LLC6,687$459.0K0.04%+932+16.2%Added
Investment Management of Virginia LLC6,669$457.0K0.07%+220+3.4%Added
Woodward Diversified Capital, LLC6,655$456.0K0.27%+740+12.5%Added
Northstar Advisory Group, LLC6,644$456.0K0.27%+6,644New
Frontier Wealth Management LLC6,635$455.0K0.03%+10.0%Added
MKT Advisors LLC6,784$455.0K0.36%+6,784New
IVC Wealth Advisors LLC6,625$454.0K0.29%+216+3.4%Added
Trust Co of Toledo NA6,589$452.0K0.07%−299−4.3%Reduced
Moloney Securities Asset Management, LLC6,566$450.0K0.08%−161−2.4%Reduced
Means Investment Co., Inc.6,548$449.0K0.08%−418−6.0%Reduced
Cross Staff Investments Inc6,535$448.0K0.40%+6,535New
Jackson Hole Capital Partners, LLC6,521$447.0K0.14%00.0%Unchanged
Covington Capital Management6,513$447.0K0.02%+540+9.0%Added
First Command Financial Services, Inc.6,477$444.0K0.07%00.0%Unchanged
Cornerstone Advisory, LLC6,478$444.0K0.06%+3,151+94.7%Added
Baldwin Investment Management, LLC6,465$443.0K0.12%+1,615+33.3%Added
Charter Trust Co6,440$442.0K0.04%00.0%Unchanged
Eqis Capital Management, Inc.6,407$439.0K0.03%−1,094−14.6%Reduced
Fayez Sarofim & Co6,358$436.0K0.00%+600+10.4%Added
Lowe Brockenbrough & Co Inc6,325$434.0K0.03%00.0%Unchanged
Ausdal Financial Partners, Inc.6,293$432.0K0.06%−213−3.3%Reduced
Chicago Capital, LLC6,305$432.0K0.02%+500+8.6%Added
Novare Capital Management LLC6,271$430.0K0.04%+6,271New
Sawyer & Company, Inc6,252$429.0K0.19%−26−0.4%Reduced
Deseret Mutual Benefit Administrators6,252$429.0K0.07%+433+7.4%Added
Arete Wealth Advisors, LLC6,267$428.0K0.04%+1,174+23.1%Added
Red Wave Investments LLC6,221$427.0K0.15%+343+5.8%Added
Thoroughbred Financial Services, LLC6,212$426.0K0.09%+721+13.1%Added
Mark Sheptoff Financial Planning, LLC6,175$423.0K0.20%−438−6.6%Reduced
Formidable Asset Management, LLC6,184$422.0K0.08%−10.0%Reduced
Wagner Wealth Management, LLC6,156$422.0K0.32%+400+6.9%Added
Bank of Stockton6,067$416.0K0.12%−210−3.3%Reduced
Meristem Family Wealth, LLC6,038$414.0K0.04%−12−0.2%Reduced
Hanson & Doremus Investment Management6,044$414.0K0.09%+230+4.0%Added
XTX Topco Ltd6,043$414.0K0.23%+6,043New
Schulhoff & Co Inc6,000$411.0K0.17%00.0%Unchanged
Wexford Capital LP6,000$411.0K0.04%+6,000New
Baker Boyer National Bank6,000$411.0K0.19%+6,000New
SNS Financial Group, LLC5,985$410.0K0.05%−2,064−25.6%Reduced
Duncker Streett & Co Inc5,960$409.0K0.07%00.0%Unchanged
1620 Investment Advisors, Inc.5,961$409.0K0.46%+5,961New
Ashton Thomas Private Wealth, LLC5,959$408.6K0.04%+5,959New
Glen Eagle Advisors, LLC5,941$407.5K0.11%−1,600−21.2%Reduced
Summit Asset Management, LLC5,932$407.0K0.12%+16+0.3%Added
Heritage Investors Management Corp5,917$406.0K0.02%00.0%Unchanged
Verus Financial Partners, Inc.5,905$405.0K0.05%+10.0%Added
Mathes Company, Inc.5,900$405.0K0.14%00.0%Unchanged
Aevitas Wealth Management, Inc.5,901$405.0K0.24%+28+0.5%Added
Lee Danner & Bass Inc5,870$403.0K0.03%−691−10.5%Reduced
First Command Bank6,477$402.0K0.07%00.0%Unchanged
Richwood Investment Advisors, LLC5,865$402.0K0.35%+5,865New
Bridges Investment Management Inc5,850$401.0K0.01%−3,300−36.1%Reduced
AMG National Trust Bank5,852$401.0K0.01%−1,871−24.2%Reduced
Brighton Jones LLC5,826$400.0K0.02%+1,449+33.1%Added
Beese Fulmer Investment Management, Inc.5,820$399.0K0.04%−100−1.7%Reduced
First National Bank & Trust Co of Newtown5,823$399.0K0.08%00.0%Unchanged
FORA Capital, LLC5,813$399.0K0.15%+5,813New
St Germain D J Co Inc5,791$397.0K0.02%+214+3.8%Added
Xcel Wealth Management, LLC5,774$396.0K0.10%+253+4.6%Added
Van Hulzen Asset Management, LLC5,754$395.0K0.04%+500+9.5%Added
Triumph Capital Management5,748$394.0K0.17%−627−9.8%Reduced
Bienville Capital Management, LLC5,750$394.0K0.29%00.0%Unchanged
Shulman DeMeo Asset Management LLC5,741$394.0K0.10%+670+13.2%Added
Signet Financial Management, LLC5,712$392.0K0.06%−184−3.1%Reduced
XML Financial, LLC5,699$391.0K0.05%+671+13.3%Added