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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
Crescent Capital Consulting, LLC1,236$85.0K0.01%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)1,235$84.0K0.00%00.0%Unchanged
Knights of Columbus Asset Advisors LLC1,200$82.0K0.01%+1,200New
Bellevue Asset Management, LLC1,175$81.0K0.05%+3+0.3%Added
Princeton Global Asset Management LLC1,162$80.0K0.02%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,171$80.0K0.02%+166+16.5%Added
Covestor Ltd1,167$80.0K0.11%+1,167New
Altshuler Shaham Ltd1,131$78.0K0.00%+14+1.3%Added
Norway Savings Bank1,080$74.0K0.03%−516−32.3%Reduced
Chilton Capital Management LLC1,030$71.0K0.00%−10,000−90.7%Reduced
AIA Group Ltd1,042$71.0K0.00%+1,042New
West Branch Capital LLC1,022$70.0K0.03%+100+10.8%Added
Evoke Wealth, LLC1,009$69.0K0.00%+7+0.7%Added
MV Capital Management, Inc.995$68.0K0.01%+36+3.8%Added
Ford Financial Group, LLC1,000$68.0K0.02%+1,000New
American National Bank983$67.0K0.01%00.0%Unchanged
Howe & Rusling Inc975$67.0K0.01%+975New
Investmark Advisory Group LLC990$67.0K0.06%+990New
McIlrath & Eck, LLC963$66.0K0.02%+62+6.9%Added
Pflug Koory, LLC948$65.0K0.03%00.0%Unchanged
Eagle Bay Advisors LLC934$64.0K0.04%−949−50.4%Reduced
Sterling Investment Advisors, Ltd.900$62.0K0.02%−20−2.2%Reduced
Tortoise Investment Management, LLC900$62.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.914$62.0K0.06%+914New
Cranbrook Wealth Management, LLC880$60.0K0.01%−60−6.4%Reduced
Retirement Group, LLC479$60.0K0.03%+2+0.4%Added
Focused Wealth Management, Inc854$59.0K0.01%+66+8.4%Added
American Research & Management Co.820$56.0K0.01%+100+13.9%Added
Seldon Capital LP820$56.0K0.04%+820New
Tyler-Stone Wealth Management813$56.0K0.03%+813New
Moisand Fitzgerald Tamayo, LLC805$55.0K0.02%00.0%Unchanged
Larson Financial Group LLC807$55.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC800$55.0K0.02%+800New
Missouri Trust & Investment Co800$55.0K0.03%+800New
Rockbridge Investment Management, LCC775$53.0K0.01%+25+3.3%Added
MBM Wealth Consultants, LLC775$53.0K0.02%+310+66.7%Added
Antonetti Capital Management LLC760$52.0K0.04%00.0%Unchanged
Logan Capital Management Inc764$52.0K0.00%+64+9.1%Added
Capital Analysts, LLC749$51.0K0.00%+1+0.1%Added
Total Clarity Wealth Management, Inc.730$50.0K0.02%00.0%Unchanged
JNBA Financial Advisors718$49.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC718$49.0K0.03%00.0%Unchanged
Johnson Financial Group, Inc.709$49.0K0.00%+300+73.3%Added
Tarbox Family Office, Inc.698$48.0K0.01%−1,356−66.0%Reduced
Canton Hathaway, LLC705$48.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC699$48.0K0.01%+9+1.3%Added
Founders Capital Management700$48.0K0.03%00.0%Unchanged
Simon Quick Advisors, LLC675$46.0K0.01%−16−2.3%Reduced
Global Trust Asset Management, LLC663$45.0K0.02%−45−6.4%Reduced
Washington Trust Advisors, Inc.650$45.0K0.00%+650New
Western Pacific Wealth Management, LP669$45.0K0.03%+669New
Versant Capital Management, Inc643$44.0K0.01%−17−2.6%Reduced
Piscataqua Savings Bank640$44.0K0.03%00.0%Unchanged
Prestige Wealth Management Group LLC613$42.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.627$42.0K0.01%+3+0.5%Added
Penserra Capital Management LLC618$42.0K0.00%+36+6.2%Added
Cascade Investment Advisors, Inc.600$41.1K0.02%00.0%Unchanged
Webster Bank, N. A.596$41.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.588$40.0K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec580$39.8K0.00%00.0%Unchanged
AllSquare Wealth Management LLC550$38.0K0.02%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA552$38.0K0.02%00.0%Unchanged
BDO Wealth Advisors, LLC557$38.0K0.00%+107+23.8%Added
Halpern Financial, Inc.550$37.7K0.02%+550New
Endurance Wealth Management, Inc.534$37.0K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC537$37.0K0.02%00.0%Unchanged
Annapolis Financial Services, LLC540$37.0K0.01%+540New
FSB Premier Wealth Management, Inc.537$36.0K0.02%+537New
Rise Advisors, LLC500$34.3K0.03%+500New
Carolina Wealth Advisors, LLC502$34.0K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.464$32.0K0.03%+464New
IMA Wealth, Inc.431$30.0K0.01%00.0%Unchanged
Disciplined Investments, LLC425$29.0K0.01%+425New
Amplius Wealth Advisors, LLC416$28.0K0.00%+416New
Cassady Schiller Wealth Management, LLC413$28.0K0.02%+413New
First Community Trust NA400$27.4K0.02%+400New
Atlas Capital Advisors LLC397$27.2K0.00%00.0%Unchanged
Coastal Capital Group, Inc.390$27.0K0.01%+4+1.0%Added
Arlington Partners LLC389$27.0K0.01%+389New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.360$25.0K0.01%−360−50.0%Reduced
Semmax Financial Advisors Inc.359$25.0K0.01%00.0%Unchanged
Cedar Wealth Management, LLC334$23.0K0.01%+334New
Tucker Asset Management LLC334$22.8K0.01%+64+23.7%Added
Valley National Advisers Inc316$22.0K0.00%−131−29.3%Reduced
Whittier Trust Co of Nevada Inc320$22.0K0.00%00.0%Unchanged
Sageworth Trust Co325$22.0K0.00%00.0%Unchanged
Sofos Investments, Inc.318$21.0K0.00%00.0%Unchanged
Laurel Wealth Planning LLC301$21.0K0.02%00.0%Unchanged
Strategic Asset Management, LLC300$21.0K0.03%00.0%Unchanged
Miller Wealth Advisors, LLC300$21.0K0.01%+300New
Leonteq Securities AG295$20.2K0.00%−613−67.5%Reduced
Edge Wealth Management LLC295$20.0K0.00%00.0%Unchanged
Leverty Financial Group, LLC291$19.0K0.01%+291New
Financial Perspectives, Inc256$17.6K0.01%00.0%Unchanged
TD Capital Management LLC246$17.0K0.00%00.0%Unchanged
Clean Yield Group250$17.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.250$17.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC220$15.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC225$15.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC199$14.0K0.00%−6,118−96.8%Reduced