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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 4,629 | $317.0K | 0.16% | −922−16.6% | Reduced |
| Inscription Capital, LLC | 4,615 | $317.0K | 0.09% | −147−3.1% | Reduced |
| Applied Capital LLC | 4,621 | $317.0K | 0.25% | −88−1.9% | Reduced |
| Teza Capital Management LLC | 4,615 | $316.0K | 0.08% | −7,882−63.1% | Reduced |
| Seelaus Asset Management LLC | 4,610 | $316.0K | 0.17% | 00.0% | Unchanged |
| Brown Financial Advisory | 4,614 | $316.0K | 0.28% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,600 | $315.0K | 0.01% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 4,566 | $315.0K | 0.25% | +4,566 | New |
| Sargent Bickham Lagudis LLC | 4,575 | $314.0K | 0.02% | −149−3.2% | Reduced |
| American Trust | 4,592 | $314.0K | 0.02% | +4,592 | New |
| Kalos Management, Inc. | 4,999 | $312.0K | 0.08% | +327+7.0% | Added |
| Hummer Financial Advisory Services Inc | 4,550 | $312.0K | 0.26% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,547 | $312.0K | 0.06% | +133+3.0% | Added |
| Hodges Capital Management Inc. | 4,524 | $310.0K | 0.02% | −129−2.8% | Reduced |
| American Financial Advisors, LLC | 4,517 | $310.0K | 0.04% | +38+0.8% | Added |
| High Falls Advisors, Inc | 4,507 | $309.0K | 0.08% | +4+0.1% | Added |
| DuPont Capital Management Corp | 4,498 | $308.0K | 0.01% | −5,711−55.9% | Reduced |
| Colonial River Wealth Management, LLC | 4,486 | $308.0K | 0.17% | +4,486 | New |
| Altfest L J & Co Inc | 4,482 | $307.0K | 0.06% | +7+0.2% | Added |
| Delphia (USA) Inc. | 4,472 | $307.0K | 0.33% | +4,472 | New |
| Lockerman Financial Group, Inc. | 4,473 | $307.0K | 0.80% | +4,473 | New |
| Forum Financial Management, LP | 4,474 | $307.0K | 0.02% | +4,474 | New |
| First Manhattan Co | 4,470 | $306.0K | 0.00% | 00.0% | Unchanged |
| JB Capital LLC | 4,451 | $305.3K | 0.03% | −68−1.5% | Reduced |
| Rehmann Capital Advisory Group | 4,441 | $305.1K | 0.03% | −175−3.8% | Reduced |
| Brewin Dolphin Ltd | 4,440 | $304.0K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,424 | $303.0K | 0.01% | 00.0% | Unchanged |
| Investment House LLC | 4,400 | $302.0K | 0.02% | +3+0.1% | Added |
| Courier Capital LLC | 4,389 | $301.0K | 0.03% | −198−4.3% | Reduced |
| Altus Wealth Management, LLC | 4,393 | $301.0K | 0.18% | +16+0.4% | Added |
| McGowan Group Asset Management, Inc. | 4,356 | $299.0K | 0.05% | +10.0% | Added |
| Minot Wealth Management LLC | 4,365 | $299.0K | 0.06% | +14+0.3% | Added |
| Washington Trust Co | 4,341 | $298.0K | 0.01% | −584−11.9% | Reduced |
| Altman Advisors, Inc. | 4,400 | $298.0K | 0.18% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,351 | $298.0K | 0.03% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,345 | $298.0K | 0.22% | +4,345 | New |
| apricus wealth, LLC | 4,345 | $298.0K | 0.27% | +4,345 | New |
| Resource Planning Group | 4,337 | $297.0K | 0.20% | −11−0.3% | Reduced |
| YHB Investment Advisors, Inc. | 4,314 | $296.0K | 0.02% | +296+7.4% | Added |
| Ascension Asset Management LLC | 4,302 | $295.0K | 0.18% | −400−8.5% | Reduced |
| Spearhead Capital Advisors, LLC | 4,300 | $295.0K | 0.04% | −59−1.4% | Reduced |
| Thomas Story & Son LLC | 4,300 | $295.0K | 0.11% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 4,275 | $293.0K | 0.12% | 00.0% | Unchanged |
| Washington Trust Bank | 4,259 | $292.0K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,230 | $290.0K | 0.04% | +14+0.3% | Added |
| Smith Anglin Financial, LLC | 4,233 | $290.0K | 0.05% | +4,233 | New |
| Meridian Investment Counsel Inc. | 4,202 | $288.0K | 0.10% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,205 | $288.0K | 0.13% | +35+0.8% | Added |
| Morris Financial Concepts, Inc. | 4,195 | $288.0K | 0.24% | +4,195 | New |
| Norwood Financial Corp | 4,158 | $286.0K | 0.40% | +4,158 | New |
| Brandywine Oak Private Wealth LLC | 4,162 | $285.0K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,141 | $284.0K | 0.08% | +4,141 | New |
| Quadrant Capital Group LLC | 4,126 | $283.0K | 0.03% | −438−9.6% | Reduced |
| Cozad Asset Management Inc | 4,132 | $283.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,126 | $283.0K | 0.10% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,115 | $282.0K | 0.01% | +43+1.1% | Added |
| Searle & Co. | 4,100 | $281.0K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,092 | $281.0K | 0.06% | 00.0% | Unchanged |
| Providence First Trust Co | 4,087 | $280.0K | 0.13% | 00.0% | Unchanged |
| Cooper Financial Group | 4,086 | $280.0K | 0.11% | +4+0.1% | Added |
| TRUE Private Wealth Advisors | 4,096 | $280.0K | 0.04% | +596+17.0% | Added |
| Stonnington Group, LLC | 4,105 | $278.0K | 0.06% | −3,800−48.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,050 | $278.0K | 0.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,042 | $277.0K | 0.05% | +187+4.9% | Added |
| Peak Asset Management, LLC | 4,024 | $276.0K | 0.06% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,023 | $275.0K | 0.04% | +10.0% | Added |
| Fagan Associates, Inc. | 4,011 | $275.0K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 3,998 | $274.2K | 0.19% | +130+3.4% | Added |
| Lafayette Investments, Inc. | 4,000 | $274.0K | 0.07% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,988 | $274.0K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,000 | $274.0K | 0.07% | +4,000 | New |
| Alpha Omega Wealth Management LLC | 3,995 | $273.0K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 3,970 | $272.0K | 0.04% | −400−9.2% | Reduced |
| Old Second National Bank of Aurora | 4,593 | $271.0K | 0.08% | −133−2.8% | Reduced |
| Avidian Wealth Solutions, LLC | 3,948 | $271.0K | 0.02% | −132−3.2% | Reduced |
| Live Oak Private Wealth LLC | 3,947 | $271.0K | 0.05% | −143−3.5% | Reduced |
| Childress Capital Advisors, LLC | 3,947 | $271.0K | 0.11% | +366+10.2% | Added |
| LCM Capital Management Inc | 3,945 | $271.0K | 0.21% | +3,945 | New |
| Gamble Jones Investment Counsel | 3,932 | $270.0K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,931 | $270.0K | 0.07% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,940 | $270.0K | 0.08% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 3,920 | $269.0K | 0.15% | 00.0% | Unchanged |
| Schubert & Co | 3,901 | $268.0K | 0.27% | +3,901 | New |
| Autumn Glory Partners, LLC | 3,910 | $268.0K | 0.11% | +3,910 | New |
| Beck Mack & Oliver LLC | 3,900 | $267.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,895 | $267.0K | 0.06% | +419+12.1% | Added |
| Versor Investments LP | 3,900 | $267.0K | 0.01% | +3,900 | New |
| Brown, Lisle/Cummings, Inc. | 3,886 | $266.5K | 0.13% | +3,886 | New |
| Southland Equity Partners LLC | 3,880 | $266.1K | 0.11% | +125+3.3% | Added |
| Gsa Capital Partners LLP | 3,875 | $266.0K | 0.03% | −18,800−82.9% | Reduced |
| Cypress Capital Management LLC | 3,860 | $265.0K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 3,865 | $265.0K | 0.04% | +3,865 | New |
| Stiles Financial Services Inc | 3,868 | $265.0K | 0.13% | +3,868 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,843 | $264.0K | 0.16% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,854 | $264.0K | 0.01% | +3,854 | New |
| Independent Solutions Wealth Management, LLC | 3,833 | $262.9K | 0.06% | +3,833 | New |
| Whittier Trust Co | 3,823 | $262.0K | 0.00% | +1,700+80.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 3,793 | $260.0K | 0.08% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,791 | $260.0K | 0.19% | +38+1.0% | Added |
| Bill Few Associates, Inc. | 3,787 | $260.0K | 0.13% | +3,787 | New |