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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
Financial Partners Group, Inc3,071$213.0K0.05%+3,071New
Brendel Financial Advisors LLC3,100$213.0K0.11%+3,100New
Financial Strategies Group, Inc.3,108$213.0K0.09%+3,108New
Congress Wealth Management LLC3,072$211.0K0.00%+3,072New
Pitcairn Co3,059$210.0K0.01%−213−6.5%Reduced
Oppenheimer Asset Management Inc.3,064$210.0K0.00%+3,064New
Wealthspan Partners, LLC3,069$210.0K0.19%+3,069New
Lloyd Advisory Services, LLC.3,026$208.0K0.10%+15+0.5%Added
Sabal Trust CO3,038$208.0K0.01%+3,038New
NBW Capital LLC3,032$208.0K0.05%+3,032New
Madrona Financial Services, LLC3,030$208.0K0.09%+3,030New
Proficio Capital Partners LLC3,032$208.0K0.03%+3,032New
Tranquility Partners, LLC3,018$207.0K0.10%−1,600−34.6%Reduced
Pinebridge Investments, L.P.3,025$207.0K0.00%+1,764+139.9%Added
Appleton Partners Inc3,013$207.0K0.02%+3,013New
VeraBank, N.A.3,012$207.0K0.10%+3,012New
Capstone Triton Financial Group, LLC3,025$207.0K0.42%+3,025New
Asset Management Advisors, LLC3,000$206.0K0.14%+3,000New
Infrastructure Capital Advisors, LLC3,000$206.0K0.05%+3,000New
Sterling Manor Financial, LLC3,000$206.0K0.16%+3,000New
Signature Wealth Management Partners, LLC2,986$205.0K0.17%+2,986New
Chicago Partners Investment Group LLC3,091$204.0K0.01%+3,091New
Truvestments Capital LLC2,960$203.0K0.10%+20+0.7%Added
Cedar Mountain Advisors, LLC2,954$203.0K0.06%+30+1.0%Added
Greenline Partners, LLC2,953$203.0K0.04%+2,953New
Measured Wealth Private Client Group, LLC2,967$203.0K0.07%+2,967New
Founders Financial Alliance, LLC2,956$203.0K0.08%+2,956New
Fieldpoint Private Securities, LLC2,945$202.0K0.04%+121+4.3%Added
Koss-Olinger Consulting, LLC2,939$202.0K0.03%+2,939New
Chickasaw Capital Management LLC2,932$201.0K0.01%+2,932New
American Trust Investment Advisors, LLC2,936$201.0K0.10%+2,936New
Argent Advisors, Inc.2,927$201.0K0.11%+2,927New
LexAurum Advisors, LLC2,924$201.0K0.07%+2,924New
Forefront Wealth Management Inc.2,933$201.0K0.19%+2,933New
AlphaMark Advisors, LLC2,896$199.0K0.07%−100−3.3%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,850$195.0K0.00%−120−4.0%Reduced
Column Capital Advisors, LLC2,831$194.0K0.04%+1,426+101.5%Added
Horan Securities, Inc.2,826$194.0K0.12%+2,826New
Patriot Financial Group Insurance Agency, LLC2,796$192.0K0.03%+2+0.1%Added
AGF Investments LLC2,789$191.0K0.02%+1,356+94.6%Added
Ellis Investment Partners, LLC2,743$188.0K0.04%+1,975+257.2%Added
Godsey & Gibb Associates2,740$188.0K0.06%+2,740New
PYA Waltman Capital, LLC2,696$185.0K0.10%+2,696New
Carolinas Wealth Consulting LLC2,680$184.0K0.04%+8+0.3%Added
1832 Asset Management L.P.3,275$177.0K0.00%−9,336−74.0%Reduced
Evermay Wealth Management LLC2,585$177.0K0.03%+100+4.0%Added
Rock Creek Group, LP2,453$168.0K0.02%+287+13.3%Added
Essex Investment Management Co LLC2,400$165.0K0.02%00.0%Unchanged
Dividend Assets Capital, LLC2,385$164.0K0.03%−200−7.7%Reduced
Comprehensive Financial Consultants Institutional, Inc.2,480$161.0K0.10%+2,480New
Tevis Investment Management2,338$161.0K0.14%+2,338New
BerganKDV Wealth Management, LLC2,324$159.0K0.02%−598−20.5%Reduced
Field & Main Bank2,280$156.0K0.09%+75+3.4%Added
PrairieView Partners, LLC2,226$153.0K0.02%00.0%Unchanged
Interactive Financial Advisors2,273$152.0K0.06%+65+2.9%Added
Vigilant Capital Management, LLC2,200$151.0K0.01%+1,943+756.0%Added
Toth Financial Advisory Corp2,173$149.0K0.02%−596−21.5%Reduced
Burleson & Company, LLC2,172$149.0K0.02%+18+0.8%Added
Avion Wealth2,165$148.0K0.04%00.0%Unchanged
Andrew Hill Investment Advisors, Inc.2,155$147.0K0.14%+2,155New
Assetmark, Inc2,084$143.0K0.00%−57,009−96.5%Reduced
Clear Investment Research, LLC2,090$143.0K0.22%00.0%Unchanged
Manchester Capital Management LLC2,012$138.0K0.02%00.0%Unchanged
Tompkins Financial Corp2,000$137.0K0.02%−230−10.3%Reduced
Corsicana & Co.2,000$137.0K0.08%00.0%Unchanged
Baystate Wealth Management LLC1,987$136.0K0.01%+7+0.4%Added
Proffitt & Goodson Inc1,953$134.0K0.02%00.0%Unchanged
Smithfield Trust Co1,960$133.0K0.01%00.0%Unchanged
Paragon Capital Management Ltd1,895$130.0K0.02%+1,895New
JFS Wealth Advisors, LLC1,811$124.0K0.01%+73+4.2%Added
Migdal Insurance & Financial Holdings Ltd.1,814$124.0K0.00%+80+4.6%Added
Private Capital Group, LLC1,798$123.0K0.03%−167−8.5%Reduced
Northwest Investment Counselors, LLC1,750$120.0K0.03%+1,750New
Legacy Bridge, LLC1,720$118.0K0.06%00.0%Unchanged
Silvant Capital Management LLC1,727$118.0K0.02%00.0%Unchanged
TFC Financial Management1,722$118.0K0.04%00.0%Unchanged
CVA Family Office, LLC1,710$117.0K0.03%+775+82.9%Added
Bellwether Advisors, LLC1,707$117.0K0.04%+1,401+457.8%Added
Charter Oak Capital Management, LLC1,673$115.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC1,676$115.0K0.01%+1,240+284.4%Added
Ahl Investment Management, Inc.1,650$113.0K0.10%+1,650New
Clearview Wealth Advisors LLC1,608$110.0K0.07%−691−30.1%Reduced
NVWM, LLC1,606$110.0K0.03%00.0%Unchanged
Bogart Wealth, LLC1,589$109.0K0.01%00.0%Unchanged
Providence Capital Advisors, LLC1,555$107.0K0.03%00.0%Unchanged
Quent Capital, LLC1,554$107.0K0.02%+1,554New
Harbor Investment Advisory, LLC1,495$103.0K0.01%00.0%Unchanged
Acima Private Wealth, LLC1,500$103.0K0.04%00.0%Unchanged
S.A. Mason LLC1,498$103.0K0.06%00.0%Unchanged
Alpha Paradigm Partners, LLC1,470$101.0K0.04%+1,470New
Accel Wealth Management1,465$100.0K0.05%+64+4.6%Added
Lindbrook Capital, LLC1,459$100.0K0.02%+493+51.0%Added
Central Bank & Trust Co1,432$98.0K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC1,382$95.0K0.02%−517−27.2%Reduced
Trust Co1,370$94.0K0.02%00.0%Unchanged
M&R Capital Management Inc1,350$92.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust1,294$89.0K0.02%+96+8.0%Added
Addison Advisors LLC1,293$89.0K0.06%+1,160+872.2%Added
WFA Asset Management Corp1,286$88.2K0.06%+1,286New
Aspire Private Capital, LLC1,243$85.0K0.03%−413−24.9%Reduced