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 |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 3,774 | $259.0K | 0.15% | −256−6.4% | Reduced |
| S.E.E.D. Planning Group LLC | 3,780 | $259.0K | 0.11% | +3+0.1% | Added |
| Charles Schwab Trust Co | 3,774 | $259.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,740 | $256.5K | 0.09% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,739 | $256.0K | 0.03% | +3,739 | New |
| WealthPLAN Partners, LLC | 3,667 | $255.0K | 0.02% | +56+1.6% | Added |
| USAdvisors Wealth Management, LLC | 3,714 | $255.0K | 0.10% | +363+10.8% | Added |
| Nadler Financial Group, Inc. | 3,710 | $254.0K | 0.04% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 3,703 | $254.0K | 0.24% | +3,703 | New |
| Boenning & Scattergood, Inc. | 3,696 | $253.0K | 0.04% | −70−1.9% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,693 | $253.0K | 0.04% | +3,693 | New |
| Greenwood Gearhart Inc | 3,678 | $252.0K | 0.03% | −22,012−85.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,668 | $252.0K | 0.13% | +3,668 | New |
| Robertson Stephens Wealth Management, LLC | 3,674 | $251.0K | 0.02% | +52+1.4% | Added |
| MBB Public Markets I LLC | 3,661 | $251.0K | 0.01% | +3,661 | New |
| Shoker Investment Counsel, Inc. | 3,658 | $250.0K | 0.11% | +16+0.4% | Added |
| Octavia Wealth Advisors, LLC | 3,646 | $250.0K | 0.05% | +208+6.1% | Added |
| TruWealth Advisors, LLC | 3,633 | $249.0K | 0.03% | +2+0.1% | Added |
| Samalin Investment Counsel, LLC | 3,617 | $248.0K | 0.15% | +8+0.2% | Added |
| Bangor Savings Bank | 3,600 | $247.0K | 0.02% | −100−2.7% | Reduced |
| 9258 Wealth Management, LLC | 3,608 | $247.0K | 0.06% | +3,608 | New |
| Zullo Investment Group, Inc. | 3,606 | $247.0K | 0.13% | +3,606 | New |
| Stephens Consulting, LLC | 3,579 | $245.4K | 0.21% | +3,579 | New |
| Arbor Trust Wealth Advisors, LLC | 3,576 | $245.0K | 0.14% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,578 | $245.0K | 0.12% | +4+0.1% | Added |
| Gotham Asset Management, LLC | 3,546 | $243.0K | 0.01% | −6,869−66.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,549 | $243.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,543 | $243.0K | 0.02% | +247+7.5% | Added |
| Stonebridge Financial Planning Group, LLC | 3,503 | $242.0K | 0.13% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,522 | $241.6K | 0.23% | +3,522 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,508 | $241.0K | 0.08% | +205+6.2% | Added |
| 55I, LLC | 3,513 | $241.0K | 0.01% | +3,513 | New |
| Mairs & Power Inc | 3,500 | $240.0K | 0.00% | −658−15.8% | Reduced |
| St. Louis Trust Co | 3,500 | $240.0K | 0.05% | 00.0% | Unchanged |
| David Loasby | 3,494 | $240.0K | 0.03% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,501 | $240.0K | 0.09% | +100+2.9% | Added |
| Forbes Financial Planning, Inc. | 3,498 | $239.0K | 0.24% | +3,498 | New |
| Heritage Wealth Advisors | 3,452 | $237.0K | 0.01% | −200−5.5% | Reduced |
| Insight Advisors, LLC | 3,453 | $237.0K | 0.07% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,455 | $237.0K | 0.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,462 | $237.0K | 0.00% | +121+3.6% | Added |
| Acropolis Investment Management, LLC | 3,461 | $237.0K | 0.02% | +410+13.4% | Added |
| Ironwood Investment Counsel, LLC | 3,437 | $235.0K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,422 | $235.0K | 0.08% | +2,351+219.5% | Added |
| IAG Wealth Partners, LLC | 3,433 | $235.0K | 0.08% | +2,826+465.6% | Added |
| Waldron Private Wealth LLC | 3,413 | $234.0K | 0.01% | −1,281−27.3% | Reduced |
| Milestone Advisory Partners | 3,408 | $234.0K | 0.12% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 3,416 | $234.0K | 0.14% | +3,416 | New |
| Anchor Capital Advisors LLC | 3,400 | $233.0K | 0.00% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,405 | $233.0K | 0.12% | +2+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 3,393 | $233.0K | 0.09% | +3,393 | New |
| Capstone Financial Advisors, Inc. | 3,384 | $232.0K | 0.02% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 3,390 | $232.0K | 0.10% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,381 | $232.0K | 0.17% | +3,381 | New |
| OmniStar Financial Group, Inc. | 3,373 | $231.0K | 0.24% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,361 | $230.0K | 0.01% | −4,552−57.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,353 | $230.0K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 3,371 | $230.0K | 0.07% | +3,371 | New |
| WealthTrust Asset Management, LLC | 3,336 | $229.0K | 0.15% | +8+0.2% | Added |
| WealthShield Partners, LLC | 3,340 | $229.0K | 0.04% | +3,340 | New |
| ML & R Wealth Management LLC | 3,338 | $229.0K | 0.09% | +3,338 | New |
| Patten Group, Inc. | 3,319 | $228.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,323 | $228.0K | 0.08% | +809+32.2% | Added |
| Client 1st Advisory Group, LLC | 3,322 | $228.0K | 0.11% | +3,322 | New |
| Campbell Wealth Management | 3,307 | $227.0K | 0.03% | −136−4.0% | Reduced |
| Investors Asset Management of Georgia Inc | 3,293 | $226.0K | 0.11% | −115−3.4% | Reduced |
| Bluestein R H & Co | 3,300 | $226.0K | 0.01% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 3,300 | $226.0K | 0.08% | 00.0% | Unchanged |
| Strategic Capital Advisers, Inc. | 3,300 | $226.0K | 0.16% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 3,303 | $226.0K | 0.09% | +13+0.4% | Added |
| Connectus Wealth, LLC | 3,287 | $226.0K | 0.01% | +3,287 | New |
| Salem Capital Management Inc | 3,250 | $223.0K | 0.12% | −300−8.5% | Reduced |
| MidWestOne Financial Group, Inc. | 3,250 | $223.0K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,250 | $222.9K | 0.12% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,232 | $222.0K | 0.02% | −5,164−61.5% | Reduced |
| CRA Financial Services, LLC | 3,237 | $222.0K | 0.07% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 3,240 | $222.0K | 0.15% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,232 | $222.0K | 0.10% | +572+21.5% | Added |
| Trinity Legacy Partners, LLC | 3,234 | $222.0K | 0.08% | +3,234 | New |
| Asset Dedication, LLC | 3,246 | $221.0K | 0.03% | +2,100+183.2% | Added |
| Blueprint Investment Partners LLC | 3,208 | $220.0K | 0.05% | +1,323+70.2% | Added |
| King Wealth | 3,209 | $220.0K | 0.04% | +3,209 | New |
| Mirador Capital Partners LP | 3,205 | $220.0K | 0.05% | +3,205 | New |
| Univest Financial Corp | 3,194 | $219.0K | 0.06% | +3,194 | New |
| Klingenstein Fields & Co LP | 3,178 | $218.0K | 0.01% | −1,218−27.7% | Reduced |
| Center for Financial Planning, Inc. | 3,173 | $218.0K | 0.04% | −187−5.6% | Reduced |
| Bank of Nova Scotia Trust Co | 3,164 | $217.0K | 0.02% | +3,164 | New |
| Biltmore Wealth Management, LLC | 3,162 | $217.0K | 0.08% | +3,162 | New |
| Enterprise Financial Services Corp | 3,151 | $216.0K | 0.03% | −426−11.9% | Reduced |
| Lenox Wealth Advisors, LLC | 3,148 | $216.0K | 0.03% | +26+0.8% | Added |
| Capital City Trust Co | 3,136 | $216.0K | 0.06% | +3,136 | New |
| Wedgewood Investors Inc | 3,150 | $216.0K | 0.25% | +3,150 | New |
| Aveo Capital Partners, LLC | 3,150 | $216.0K | 0.04% | +3,150 | New |
| Tufton Capital Management | 3,148 | $215.0K | 0.03% | −300−8.7% | Reduced |
| Coho Partners, Ltd. | 3,139 | $215.0K | 0.00% | +3,139 | New |
| Vivid Financial Management, Inc. | 3,134 | $215.0K | 0.08% | +3,134 | New |
| JJJ Advisors Inc. | 3,123 | $214.0K | 0.06% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,127 | $214.0K | 0.01% | +3,127 | New |
| Summit Wealth Partners, LLC | 3,120 | $214.0K | 0.05% | +3,120 | New |
| Hemenway Trust Co LLC | 3,100 | $213.0K | 0.02% | +3,100 | New |