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 5 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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 85,789 | $5.88M | 0.40% | +2,051+2.4% | Added |
| Oregon Public Employees Retirement Fund | 85,719 | $5.88M | 0.06% | −2,900−3.3% | Reduced |
| Old Point Trust & Financial Services N A | 83,349 | $5.72M | 2.30% | +548+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 83,174 | $5.70M | 1.08% | +2,444+3.0% | Added |
| Central Trust Co | 82,740 | $5.67M | 0.16% | −1,872−2.2% | Reduced |
| Schnieders Capital Management LLC | 82,404 | $5.65M | 1.32% | +1,000+1.2% | Added |
| Mariner, LLC | 82,240 | $5.64M | 0.02% | +7,809+10.5% | Added |
| Sky Investment Group LLC | 81,616 | $5.60M | 1.13% | +290+0.4% | Added |
| First Republic Investment Management, Inc. | 81,307 | $5.58M | 0.01% | +2,079+2.6% | Added |
| Monte Financial Group, LLC | 81,117 | $5.56M | 2.93% | +14,194+21.2% | Added |
| Atria Investments LLC | 80,939 | $5.55M | 0.10% | +5,106+6.7% | Added |
| Maryland State Retirement & Pension System | 80,678 | $5.53M | 0.14% | 00.0% | Unchanged |
| Allstate Corp | 80,644 | $5.53M | 0.11% | +66,653+476.4% | Added |
| Elo Mutual Pension Insurance Co | 80,394 | $5.51M | 0.15% | +6,198+8.4% | Added |
| Insight Folios Inc | 78,797 | $5.40M | 2.53% | +2,184+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 78,045 | $5.35M | 0.05% | −3,005−3.7% | Reduced |
| McRae Capital Management Inc | 77,774 | $5.33M | 1.11% | +3,360+4.5% | Added |
| Orion Portfolio Solutions, LLC | 77,487 | $5.31M | 0.18% | +1,605+2.1% | Added |
| Oppenheimer & Co Inc | 76,980 | $5.28M | 0.09% | +2,961+4.0% | Added |
| Summit Global Investments | 75,801 | $5.20M | 0.33% | +46,394+157.8% | Added |
| Bokf, NA | 74,733 | $5.13M | 0.08% | −996−1.3% | Reduced |
| CIBC World Markets Inc. | 73,037 | $5.01M | 0.02% | +4,809+7.0% | Added |
| Neuberger Berman Group LLC | 82,677 | $4.98M | 0.00% | −12,347−13.0% | Reduced |
| Sigma Planning Corp | 72,449 | $4.97M | 0.14% | +408+0.6% | Added |
| Naples Global Advisors, LLC | 71,935 | $4.93M | 0.57% | +519+0.7% | Added |
| Moors & Cabot, Inc. | 71,515 | $4.90M | 0.30% | +827+1.2% | Added |
| Carson Advisory Inc. | 71,218 | $4.88M | 4.95% | +71,218 | New |
| Sciencast Management LP | 70,216 | $4.84M | 0.85% | +58,072+478.2% | Added |
| Chronos Wealth Management, LLC | 70,000 | $4.80M | 2.91% | −293−0.4% | Reduced |
| Holloway Wealth Management, LLC | – | $4.80M | 1.37% | – | – |
| Walleye Capital LLC | 69,744 | $4.78M | 0.16% | +69,744 | New |
| TD Private Client Wealth LLC | 69,742 | $4.78M | 0.20% | −8,322−10.7% | Reduced |
| D. E. Shaw & Co., Inc. | 68,976 | $4.73M | 0.01% | +11,820+20.7% | Added |
| Clearbridge Investments, LLC | 68,820 | $4.72M | 0.00% | −600−0.9% | Reduced |
| Alerus Financial NA | 68,736 | $4.71M | 0.38% | +27,383+66.2% | Added |
| D.A. Davidson & Co. | 68,553 | $4.70M | 0.05% | +1,795+2.7% | Added |
| Institutional & Family Asset Management, LLC | 68,118 | $4.67M | 0.73% | −2,477−3.5% | Reduced |
| Crossmark Global Holdings, Inc. | 68,041 | $4.67M | 0.10% | −2,330−3.3% | Reduced |
| Birmingham Capital Management Co Inc | 67,500 | $4.63M | 1.67% | −200−0.3% | Reduced |
| Level Four Advisory Services, LLC | 67,149 | $4.61M | 0.35% | +32,010+91.1% | Added |
| IFG Advisory, LLC | 66,488 | $4.56M | 0.44% | −1,600−2.3% | Reduced |
| Xponance, Inc. | 66,433 | $4.56M | 0.07% | +12,924+24.2% | Added |
| Louisiana State Employees Retirement System | 66,400 | $4.55M | 0.10% | +500+0.8% | Added |
| New Mexico Educational Retirement Board | 64,687 | $4.44M | 0.15% | −4,600−6.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 64,506 | $4.42M | 0.36% | +330+0.5% | Added |
| Kentucky Retirement Systems | 63,566 | $4.36M | 0.18% | +997+1.6% | Added |
| Anchor Investment Management, LLC | 63,184 | $4.33M | 0.54% | −1,331−2.1% | Reduced |
| Visionary Wealth Advisors | 63,187 | $4.33M | 0.36% | +4,190+7.1% | Added |
| Stratos Wealth Advisors, LLC | 63,162 | $4.33M | 0.31% | +478+0.8% | Added |
| KBC Group NV | 62,855 | $4.31M | 0.01% | −57,564−47.8% | Reduced |
| Aigen Investment Management, LP | 64,008 | $4.29M | 0.26% | +64,008 | New |
| Daiwa Securities Group Inc. | 62,061 | $4.26M | 0.03% | +1,326+2.2% | Added |
| Albion Financial Group | 61,828 | $4.24M | 0.34% | +3,272+5.6% | Added |
| Community Bank & Trust, Waco, Texas | 61,613 | $4.22M | 1.24% | +2,900+4.9% | Added |
| Money Concepts Capital Corp | 61,157 | $4.19M | 0.35% | +61,157 | New |
| Telos Capital Management, Inc. | 60,927 | $4.18M | 0.52% | +650+1.1% | Added |
| Nordea Investment Management AB | 60,655 | $4.14M | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 60,400 | $4.14M | 0.08% | +4,800+8.6% | Added |
| Wesbanco Bank Inc | 60,356 | $4.14M | 0.15% | −1,290−2.1% | Reduced |
| Shilanski & Associates, Inc. | 60,043 | $4.12M | 1.76% | +519+0.9% | Added |
| Siemens Fonds Invest GmbH | 60,076 | $4.11M | 0.27% | −6,491−9.8% | Reduced |
| Advisors Asset Management, Inc. | 59,687 | $4.09M | 0.06% | −2,156−3.5% | Reduced |
| Bridge Creek Capital Management LLC | 59,565 | $4.08M | 1.40% | −150.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 59,316 | $4.07M | 0.06% | −729−1.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 59,206 | $4.06M | 0.28% | +4,492+8.2% | Added |
| NewSquare Capital LLC | 58,960 | $4.04M | 0.43% | +6,273+11.9% | Added |
| Baugh & Associates, LLC | 58,824 | $4.03M | 2.23% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 58,358 | $4.00M | 0.02% | −3,131−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 57,997 | $3.98M | 0.06% | +1,135+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 57,457 | $3.94M | 0.18% | +2,711+5.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 56,874 | $3.90M | 0.24% | +1,428+2.6% | Added |
| Stratos Wealth Partners, LTD. | 56,537 | $3.88M | 0.09% | +2,852+5.3% | Added |
| Zions Bancorporation, N.A. | 56,383 | $3.87M | 0.34% | +3,537+6.7% | Added |
| Private Asset Management Inc | 56,086 | $3.85M | 0.47% | −1,310−2.3% | Reduced |
| Pacer Advisors, Inc. | 56,041 | $3.84M | 0.04% | −40,393−41.9% | Reduced |
| Goelzer Investment Management, Inc. | 54,738 | $3.75M | 0.31% | +202+0.4% | Added |
| Rench Wealth Management, Inc. | 54,622 | $3.75M | 1.69% | −161−0.3% | Reduced |
| Shelton Capital Management | 54,422 | $3.73M | 0.13% | +161+0.3% | Added |
| Prospera Financial Services Inc | 53,922 | $3.70M | 0.16% | +2,152+4.2% | Added |
| Richard Bernstein Advisors LLC | 53,647 | $3.68M | 0.07% | +53,647 | New |
| Two Sigma Investments, LP | 53,230 | $3.65M | 0.01% | −387,857−87.9% | Reduced |
| NN Investment Partners Holdings N.V. | 52,896 | $3.63M | 0.02% | −14,300−21.3% | Reduced |
| Fulton Bank, N.A. | 51,892 | $3.56M | 0.16% | +830+1.6% | Added |
| Roosevelt Investment Group LLC | 51,321 | $3.52M | 0.19% | +11,377+28.5% | Added |
| Coastal Bridge Advisors, LLC | 53,994 | $3.52M | 0.73% | +25,773+91.3% | Added |
| Sugarloaf Wealth Management, LLC | 51,048 | $3.50M | 0.83% | +52+0.1% | Added |
| First National Trust Co | 50,530 | $3.47M | 0.18% | +572+1.1% | Added |
| Tiaa, FSB | 49,915 | $3.42M | 0.01% | +267+0.5% | Added |
| GWM Advisors LLC | 49,704 | $3.41M | 0.05% | +16,457+49.5% | Added |
| City Holding Co | 52,603 | $3.41M | 0.57% | −2,695−4.9% | Reduced |
| Simplex Trading, LLC | 49,500 | $3.39M | 0.11% | +38,761+360.9% | Added |
| Canandaigua National Corp | 49,055 | $3.36M | 0.50% | −233−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 48,361 | $3.32M | 1.10% | +6,406+15.3% | Added |
| Palisade Asset Management, LLC | 47,799 | $3.28M | 0.37% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 47,678 | $3.27M | 0.06% | −413−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,700 | $3.26M | 0.00% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 47,349 | $3.25M | 0.31% | −161−0.3% | Reduced |
| Ellsworth Advisors, LLC | 47,162 | $3.23M | 1.20% | +9,896+26.6% | Added |
| All Terrain Financial Advisors, LLC | 46,969 | $3.22M | 1.37% | +455+1.0% | Added |
| Spire Wealth Management | 46,774 | $3.21M | 0.07% | +29,783+175.3% | Added |