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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 173,456 | $11.9M | 0.04% | +3,856+2.3% | Added |
| Public Employees Retirement Association of Colorado | 172,023 | $11.8M | 0.05% | −831−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 170,848 | $11.7M | 0.17% | −35,834−17.3% | Reduced |
| State of Alaska, Department of Revenue | 170,442 | $11.7M | 0.11% | −9,287−5.2% | Reduced |
| DnB Asset Management AS | 167,490 | $11.5M | 0.07% | −57,229−25.5% | Reduced |
| AE Wealth Management LLC | 165,154 | $11.3M | 0.08% | +13,085+8.6% | Added |
| Maryland Capital Management | 159,723 | $11.0M | 0.59% | +3,988+2.6% | Added |
| Fisher Asset Management, LLC | 158,037 | $10.8M | 0.01% | +78,967+99.9% | Added |
| Mackay Shields LLC | 157,883 | $10.8M | 0.09% | −3,606−2.2% | Reduced |
| Mirabella Financial Services LLP | 152,909 | $10.5M | 1.07% | +152,909 | New |
| Eagle Ridge Investment Management | 152,622 | $10.5M | 1.10% | +3,874+2.6% | Added |
| Nisa Investment Advisors, LLC | 150,415 | $10.5M | 0.08% | +14,425+10.6% | Added |
| HRT Financial LP | 151,355 | $10.4M | 0.06% | −109,101−41.9% | Reduced |
| Intact Investment Management Inc. | 150,500 | $10.3M | 0.26% | −2,000−1.3% | Reduced |
| Thrivent Financial for Lutherans | 154,090 | $10.3M | 0.02% | +34,965+29.4% | Added |
| Leavell Investment Management, Inc. | 149,208 | $10.2M | 0.68% | +1,806+1.2% | Added |
| Rockland Trust Co | 147,567 | $10.1M | 0.64% | +5,809+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 147,172 | $10.1M | 0.05% | −21,670−12.8% | Reduced |
| Texas Permanent School Fund | 146,177 | $10.0M | 0.12% | −17,395−10.6% | Reduced |
| Northern Oak Wealth Management Inc | 144,724 | $9.93M | 1.12% | −1,861−1.3% | Reduced |
| Securian Asset Management, Inc | 144,394 | $9.90M | 0.18% | +30,095+26.3% | Added |
| Advisory Services Network, LLC | 142,997 | $9.81M | 0.28% | +7,483+5.5% | Added |
| Mutual of America Capital Management LLC | 139,935 | $9.60M | 0.10% | +1,006+0.7% | Added |
| Eaton Vance Management | 137,592 | $9.44M | 0.01% | +2,443+1.8% | Added |
| Keybank National Association | 135,194 | $9.27M | 0.04% | +786+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 134,977 | $9.26M | 0.12% | −1,143−0.8% | Reduced |
| Advisors Management Group Inc | 134,815 | $9.25M | 2.77% | −199−0.1% | Reduced |
| Chartwell Investment Partners, LLC | 134,128 | $9.20M | 0.27% | +5,809+4.5% | Added |
| Brinker Capital Investments, LLC | 134,084 | $9.20M | 0.13% | +1,495+1.1% | Added |
| M&T Bank Corp | 131,509 | $9.02M | 0.04% | −2,422−1.8% | Reduced |
| Marshall Wace, LLP | 129,289 | $8.87M | 0.02% | +3,532+2.8% | Added |
| Becker Capital Management Inc | 128,018 | $8.78M | 0.35% | −3,036−2.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 127,973 | $8.78M | 0.06% | +127,973 | New |
| Core Alternative Capital | 134,928 | $8.70M | 1.75% | −2,870−2.1% | Reduced |
| IFM Investors Pty Ltd | 126,640 | $8.69M | 0.16% | −6,222−4.7% | Reduced |
| Cetera Investment Advisers | 125,889 | $8.63M | 0.12% | +7,155+6.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 125,778 | $8.63M | 0.34% | −584−0.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 125,358 | $8.60M | 0.68% | −1,064−0.8% | Reduced |
| Stephens Inc | 124,046 | $8.51M | 0.13% | −11,273−8.3% | Reduced |
| Old Mission Capital LLC | 122,620 | $8.41M | 0.41% | +122,620 | New |
| Metropolitan Life Insurance Co | 121,116 | $8.31M | 0.11% | −3,417−2.7% | Reduced |
| Buckhead Capital Management LLC | 120,770 | $8.28M | 1.75% | −6,100−4.8% | Reduced |
| Wealthfront Advisers LLC | 120,319 | $8.25M | 0.03% | −3,110−2.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 120,082 | $8.23M | 2.56% | −4,712−3.8% | Reduced |
| TCTC Holdings, LLC | 120,069 | $8.23M | 0.35% | −247−0.2% | Reduced |
| Signature Wealth Management Group | 119,876 | $8.22M | 4.15% | +5,238+4.6% | Added |
| Umb Bank N A | 117,997 | $8.09M | 0.10% | +27,116+29.8% | Added |
| Lockheed Martin Investment Management Co | 117,800 | $8.08M | 0.43% | +117,800 | New |
| Nissay Asset Management Corp | 115,066 | $7.89M | 0.06% | +3,632+3.3% | Added |
| Greystone Financial Group, LLC | 114,960 | $7.88M | 1.89% | +27,226+31.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 114,656 | $7.83M | 0.10% | −53,983−32.0% | Reduced |
| CIBC Private Wealth Group, LLC | 114,103 | $7.82M | 0.02% | +3,817+3.5% | Added |
| Hartford Investment Management Co | 112,888 | $7.74M | 0.18% | +8,191+7.8% | Added |
| Te Ahumairangi Investment Management Ltd | 111,263 | $7.63M | 0.99% | −26,700−19.4% | Reduced |
| Biondo Investment Advisors, LLC | 109,045 | $7.55M | 1.26% | +5,083+4.9% | Added |
| Squarepoint Ops LLC | 109,665 | $7.52M | 0.04% | +9,745+9.8% | Added |
| Associated Banc-Corp | 108,995 | $7.47M | 0.27% | −2,124−1.9% | Reduced |
| Schroder Investment Management Group | 108,769 | $7.46M | 0.01% | −23,920−18.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 108,600 | $7.45M | 0.02% | −184,408−62.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 107,503 | $7.37M | 0.42% | −828−0.8% | Reduced |
| Kanawha Capital Management LLC | 106,012 | $7.27M | 0.61% | −3,261−3.0% | Reduced |
| Jane Street Group, LLC | 105,700 | $7.25M | 0.01% | +55,865+112.1% | Added |
| Mayflower Financial Advisors, LLC | 103,073 | $7.07M | 0.94% | −124−0.1% | Reduced |
| Cetera Advisor Networks LLC | 102,224 | $7.01M | 0.09% | +2,833+2.9% | Added |
| Nomura Holdings Inc | 102,257 | $7.01M | 0.04% | +90,135+743.6% | Added |
| MainStreet Investment Advisors LLC | 101,996 | $7.00M | 0.61% | +1,600+1.6% | Added |
| Private Advisor Group, LLC | 101,415 | $6.96M | 0.05% | −25,314−20.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 100,996 | $6.93M | 0.01% | +25,127+33.1% | Added |
| Thomasville National Bank | 100,507 | $6.89M | 0.66% | +13,439+15.4% | Added |
| New England Asset Management Inc | 100,245 | $6.88M | 0.11% | +6,250+6.6% | Added |
| Principle Wealth Partners LLC | 100,068 | $6.86M | 0.72% | +258+0.3% | Added |
| Westpac Banking Corp | 99,583 | $6.83M | 0.07% | −13,523−12.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 99,478 | $6.82M | 0.70% | +238+0.2% | Added |
| Pinnacle Financial Partners Inc | 99,371 | $6.82M | 0.21% | +3,111+3.2% | Added |
| Bragg Financial Advisors, Inc | 109,846 | $6.81M | 0.44% | 00.0% | Unchanged |
| South Dakota Investment Council | 99,071 | $6.79M | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 98,886 | $6.78M | 0.12% | +62,958+175.2% | Added |
| HB Wealth Management, LLC | 98,844 | $6.78M | 0.14% | +98,844 | New |
| Balyasny Asset Management LLC | 98,252 | $6.74M | 0.03% | +98,252 | New |
| First PREMIER Bank | 97,988 | $6.72M | 1.74% | −540−0.5% | Reduced |
| Fifth Third Bancorp | 97,837 | $6.71M | 0.03% | −2,617−2.6% | Reduced |
| Trustmark National Bank Trust Department | 97,782 | $6.71M | 0.51% | +3,338+3.5% | Added |
| Bell Bank | 96,621 | $6.63M | 0.76% | +17,346+21.9% | Added |
| Massmutual Trust Co FSB | 95,735 | $6.57M | 0.24% | +1,460+1.5% | Added |
| Blair William & Co | 95,185 | $6.53M | 0.02% | +3,564+3.9% | Added |
| Brookstone Capital Management | 94,959 | $6.52M | 0.11% | −1,563−1.6% | Reduced |
| Davenport & Co LLC | 93,638 | $6.42M | 0.04% | +564+0.6% | Added |
| Raymond James Trust N.A. | 92,709 | $6.36M | 0.19% | −1,882−2.0% | Reduced |
| Hantz Financial Services, Inc. | 91,752 | $6.29M | 0.18% | +2,047+2.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 91,578 | $6.28M | 1.54% | +46,545+103.4% | Added |
| Cetera Advisors LLC | 91,176 | $6.25M | 0.13% | −1,643−1.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 91,172 | $6.25M | 0.13% | +2,473+2.8% | Added |
| 6 Meridian | 90,782 | $6.23M | 0.46% | −1,285−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 89,276 | $6.12M | 2.73% | −2,767−3.0% | Reduced |
| Fiduciary Group LLC | 89,207 | $6.12M | 0.68% | +551+0.6% | Added |
| Norinchukin Bank, The | 89,037 | $6.11M | 0.08% | −468−0.5% | Reduced |
| Carret Asset Management, LLC | 88,802 | $6.09M | 0.67% | −350−0.4% | Reduced |
| Mercer Global Advisors Inc | 88,290 | $6.05M | 0.04% | −346−0.4% | Reduced |
| National Bank of Canada | 87,577 | $6.00M | 0.03% | +87,577 | New |
| Huntington National Bank | 86,922 | $5.96M | 0.05% | −1,154−1.3% | Reduced |