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 |
|---|---|---|---|---|---|
| LifePro Asset Management | 5,678 | $389.0K | 0.12% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 5,670 | $389.0K | 0.18% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,675 | $389.0K | 0.03% | +5,675 | New |
| Carroll Investors, Inc | 5,686 | $388.0K | 0.22% | +5,686 | New |
| Schmidt P J Investment Management Inc | 5,555 | $386.0K | 0.08% | 00.0% | Unchanged |
| JT Stratford LLC | 5,624 | $386.0K | 0.11% | −16−0.3% | Reduced |
| Sandbox Financial Partners, LLC | 5,626 | $386.0K | 0.24% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,638 | $386.0K | 0.03% | +504+9.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,614 | $385.0K | 0.29% | −200−3.4% | Reduced |
| Donald L. Hagan, LLC | 5,581 | $383.0K | 0.20% | +10.0% | Added |
| MUFG Americas Holdings Corp | 5,588 | $383.0K | 0.01% | +531+10.5% | Added |
| RSM US Wealth Management LLC | 5,565 | $382.0K | 0.02% | +395+7.6% | Added |
| Byrne Asset Management LLC | 5,575 | $382.0K | 0.25% | +5,575 | New |
| Parallel Advisors, LLC | 5,552 | $381.0K | 0.01% | +320+6.1% | Added |
| Dorsey & Whitney Trust CO LLC | 5,567 | $381.0K | 0.03% | +477+9.4% | Added |
| Joel Isaacson & Co., LLC | 5,522 | $379.0K | 0.03% | +1,501+37.3% | Added |
| Laidlaw Wealth Management LLC | 5,523 | $379.0K | 0.06% | +5,523 | New |
| Marcum Wealth, LLC | 5,505 | $378.0K | 0.05% | −220−3.8% | Reduced |
| O'Brien Greene & Co. Inc | 5,515 | $378.0K | 0.12% | +71+1.3% | Added |
| Taylor Hoffman Wealth Management | 5,492 | $377.0K | 0.14% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 5,487 | $377.0K | 0.08% | +18+0.3% | Added |
| Braun-Bostich & Associates Inc. | 5,487 | $377.0K | 0.09% | +5,487 | New |
| Pendal Group Limited | 5,480 | $376.0K | 0.00% | −3,063−35.9% | Reduced |
| Crossvault Capital Management LLC | 5,475 | $375.0K | 0.11% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,465 | $374.0K | 0.01% | +13+0.2% | Added |
| Keystone Financial Group | 5,442 | $373.0K | 0.06% | −561−9.3% | Reduced |
| Platform Technology Partners | 5,442 | $373.0K | 0.16% | −142−2.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,414 | $371.0K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,412 | $371.0K | 0.23% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,402 | $370.0K | 0.00% | +651+13.7% | Added |
| Marble Harbor Investment Counsel, LLC | 5,392 | $370.0K | 0.04% | +1,680+45.3% | Added |
| Abound Wealth Management | 5,381 | $369.0K | 0.29% | +5,381 | New |
| Domani Wealth, LLC | 5,384 | $369.0K | 0.07% | +800+17.5% | Added |
| Camelot Portfolios, LLC | 5,375 | $369.0K | 0.15% | +884+19.7% | Added |
| Beaumont Asset Management, L.L.C. | 5,377 | $368.0K | 0.25% | +133+2.5% | Added |
| Campion Asset Management LLC | 5,340 | $366.0K | 0.30% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 5,337 | $366.0K | 0.10% | +419+8.5% | Added |
| Stonebridge Capital Advisors LLC | 5,329 | $365.0K | 0.04% | +135+2.6% | Added |
| Alaethes Wealth LLC | 5,300 | $363.0K | 0.23% | −3,483−39.7% | Reduced |
| Independence Bank of Kentucky | 5,300 | $363.0K | 0.15% | −170−3.1% | Reduced |
| Arcus Capital Partners, LLC | 5,285 | $362.0K | 0.12% | +1,331+33.7% | Added |
| Sittner & Nelson, LLC | 5,257 | $361.0K | 0.21% | +1,011+23.8% | Added |
| PBMares Wealth Management LLC | 5,265 | $361.0K | 0.15% | +5,265 | New |
| HighTower Trust Services, LTA | 5,238 | $359.0K | 0.03% | +5,238 | New |
| West Paces Advisors Inc. | 5,226 | $358.4K | 0.11% | +3,229+161.7% | Added |
| SFMG, LLC | 5,199 | $357.0K | 0.03% | +5,199 | New |
| Prime Capital Investment Advisors, LLC | 5,184 | $356.0K | 0.02% | +5,184 | New |
| KRS Capital Management, LLC | 5,189 | $355.0K | 0.30% | +5,189 | New |
| Vontobel Holding Ltd. | 5,180 | $354.0K | 0.00% | −12,369−70.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,200 | $354.0K | 0.07% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,126 | $352.0K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,141 | $352.0K | 0.03% | +5,141 | New |
| Altavista Wealth Management, Inc. | 5,118 | $351.0K | 0.07% | 00.0% | Unchanged |
| Inverness Counsel LLC | 5,119 | $351.0K | 0.01% | +529+11.5% | Added |
| Sigma Investment Counselors Inc | 5,108 | $350.0K | 0.02% | +144+2.9% | Added |
| Williams Jones Wealth Management, LLC. | 5,082 | $349.0K | 0.00% | −330−6.1% | Reduced |
| Davis R M Inc | 5,087 | $349.0K | 0.01% | +10.0% | Added |
| Fusion Capital, LLC | 5,084 | $349.0K | 0.18% | +223+4.6% | Added |
| Gratus Capital LLC | 5,071 | $348.0K | 0.03% | −2,378−31.9% | Reduced |
| Equitable Trust Co | 5,069 | $348.0K | 0.02% | −500−9.0% | Reduced |
| Elmwood Wealth Management, Inc. | 5,043 | $346.0K | 0.16% | +5,043 | New |
| Connolly Sarah T. | 5,000 | $343.0K | 0.19% | −700−12.3% | Reduced |
| Cladis Investment Advisory, LLC | 5,000 | $342.9K | 0.27% | +5,000 | New |
| Hussman Strategic Advisors, Inc. | 5,000 | $342.0K | 0.08% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,976 | $341.0K | 0.04% | −1,878−27.4% | Reduced |
| AMJ Financial Wealth Management | 4,967 | $341.0K | 0.12% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 4,964 | $340.0K | 0.12% | +4+0.1% | Added |
| Lebenthal Global Advisors, LLC | 4,951 | $339.0K | 0.14% | −130−2.6% | Reduced |
| Compton Capital Management Inc | 4,948 | $339.0K | 0.09% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 4,898 | $339.0K | 0.18% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,931 | $338.0K | 0.22% | +5+0.1% | Added |
| Summit Trail Advisors, LLC | 4,934 | $338.0K | 0.02% | +56+1.1% | Added |
| First Financial Bank - Trust Division | 4,904 | $336.0K | 0.03% | −805−14.1% | Reduced |
| Coastline Trust Co | 4,896 | $335.0K | 0.04% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,871 | $334.0K | 0.11% | +4,871 | New |
| Parsec Financial Management, Inc. | 4,858 | $333.0K | 0.01% | −105−2.1% | Reduced |
| Clear Creek Financial Management, LLC | 4,859 | $333.0K | 0.05% | −38−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 4,911 | $333.0K | 0.01% | +650+15.3% | Added |
| Kings Point Capital Management | 4,847 | $332.0K | 0.03% | +387+8.7% | Added |
| WealthTrust Axiom LLC | 4,838 | $331.0K | 0.11% | 00.0% | Unchanged |
| 1st Source Bank | 4,819 | $331.0K | 0.02% | +77+1.6% | Added |
| Capital Investment Counsel, Inc | 4,780 | $328.0K | 0.06% | −800−14.3% | Reduced |
| Rossmore Private Capital | 4,763 | $327.0K | 0.05% | +190+4.2% | Added |
| Institute for Wealth Management, LLC. | 4,753 | $326.0K | 0.05% | −15−0.3% | Reduced |
| Angeles Investment Advisors, LLC | 4,759 | $326.0K | 0.02% | +169+3.7% | Added |
| Colonial Trust Advisors | 4,736 | $325.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,740 | $325.0K | 0.10% | +44+0.9% | Added |
| Doliver Advisors, LP | 4,719 | $324.0K | 0.10% | −742−13.6% | Reduced |
| Violich Capital Management, Inc. | 4,729 | $324.0K | 0.05% | −50−1.0% | Reduced |
| NovaPoint Capital, LLC | 4,722 | $324.0K | 0.12% | +597+14.5% | Added |
| Boston Research & Management Inc | 4,710 | $323.0K | 0.09% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 4,710 | $323.0K | 0.19% | +4,710 | New |
| TCI Wealth Advisors, Inc. | 4,701 | $322.0K | 0.05% | −428−8.3% | Reduced |
| Hexagon Capital Partners LLC | 4,690 | $322.0K | 0.08% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,701 | $322.0K | 0.23% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,675 | $321.0K | 0.03% | −279−5.6% | Reduced |
| First International Bank & Trust | 4,665 | $320.0K | 0.11% | +4,665 | New |
| O'Rourke & Company, Inc | 4,671 | $320.0K | 0.21% | +4,671 | New |
| HM Capital Management, LLC | 4,640 | $318.0K | 0.12% | +4,640 | New |
| Iowa State Bank | 4,627 | $317.0K | 0.07% | −1,883−28.9% | Reduced |