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 |
|---|---|---|---|---|---|
| FAI Wealth Management | 46,695 | $3.20M | 2.64% | +262+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 46,240 | $3.17M | 0.65% | −940−2.0% | Reduced |
| Montag A & Associates Inc | 46,162 | $3.17M | 0.16% | −2,648−5.4% | Reduced |
| Pathstone Family Office, LLC | 46,100 | $3.16M | 0.08% | +83+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 45,985 | $3.15M | 0.34% | −287−0.6% | Reduced |
| Profund Advisors LLC | 45,621 | $3.13M | 0.10% | +808+1.8% | Added |
| Rockefeller Capital Management L.P. | 45,610 | $3.13M | 0.01% | +7,516+19.7% | Added |
| Signaturefd, LLC | 45,316 | $3.11M | 0.10% | +4,500+11.0% | Added |
| Doyle Wealth Management | 45,246 | $3.10M | 0.22% | +1,463+3.3% | Added |
| D L Carlson Investment Group Inc | 45,147 | $3.10M | 0.49% | +170+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 44,720 | $3.06M | 0.04% | +44,720 | New |
| United Asset Strategies, Inc. | 44,248 | $3.04M | 0.36% | +1,620+3.8% | Added |
| WBI Investments | 43,956 | $3.01M | 0.48% | −1,653−3.6% | Reduced |
| MTM Investment Management, LLC | 43,902 | $3.01M | 1.43% | +27+0.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 43,824 | $3.00M | 0.90% | +1,834+4.4% | Added |
| Lido Advisors, LLC | 43,741 | $3.00M | 0.06% | +579+1.3% | Added |
| Lincoln National Corp | 43,743 | $3.00M | 0.06% | +3,799+9.5% | Added |
| Foster Victor Wealth Advisors, LLC | 44,226 | $3.00M | 0.41% | +4,337+10.9% | Added |
| Armor Investment Advisors, LLC | 42,587 | $2.92M | 1.65% | −1,807−4.1% | Reduced |
| First Bank & Trust | 42,386 | $2.91M | 1.22% | +350+0.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 42,058 | $2.88M | 0.10% | −525−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 41,124 | $2.82M | 0.05% | +1,098+2.7% | Added |
| Sovereign Financial Group, Inc. | 40,622 | $2.79M | 1.14% | +458+1.1% | Added |
| Clarkston Capital Partners, LLC | 40,620 | $2.79M | 0.05% | +5,000+14.0% | Added |
| Virginia Wealth Management Group, Inc. | 40,272 | $2.76M | 2.49% | +40,272 | New |
| Brick & Kyle, Associates | 40,258 | $2.76M | 1.29% | −30−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 40,239 | $2.76M | 0.39% | +1,812+4.7% | Added |
| Point72 Hong Kong Ltd | 39,857 | $2.73M | 0.23% | +32,731+459.3% | Added |
| MD Financial Management Inc. | 39,807 | $2.73M | 0.07% | +3,910+10.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 39,765 | $2.73M | 1.45% | +96+0.2% | Added |
| TD Waterhouse Canada Inc. | 38,317 | $2.71M | 0.03% | +38,317 | New |
| Vectors Research Management, LLC | 39,450 | $2.71M | 0.57% | +3,153+8.7% | Added |
| Cornercap Investment Counsel Inc | 38,885 | $2.67M | 0.39% | −2,724−6.5% | Reduced |
| Greatmark Investment Partners, Inc. | 38,503 | $2.64M | 0.44% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 38,288 | $2.63M | 0.46% | +1,269+3.4% | Added |
| Simmons Bank | 38,279 | $2.63M | 0.18% | −1,419−3.6% | Reduced |
| Advisor Partners LLC | 38,175 | $2.62M | 0.16% | +146+0.4% | Added |
| Lantz Financial LLC | 38,097 | $2.61M | 1.20% | +1,051+2.8% | Added |
| Argyle Capital Management Inc. | 37,859 | $2.60M | 0.81% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 37,626 | $2.58M | 0.54% | +1,758+4.9% | Added |
| Dearborn Partners LLC | 37,319 | $2.56M | 0.09% | +60.0% | Added |
| HNP Capital LLC | 37,026 | $2.54M | 0.57% | +2,025+5.8% | Added |
| Csenge Advisory Group | 41,137 | $2.53M | 0.22% | −928−2.2% | Reduced |
| Pinnacle Associates Ltd | 36,677 | $2.52M | 0.04% | +437+1.2% | Added |
| Family Legacy, Inc. | 37,127 | $2.51M | 1.03% | +1,472+4.1% | Added |
| Financial Partners Capital Management LLC | 36,516 | $2.50M | 0.44% | +2,035+5.9% | Added |
| United Bank | 36,506 | $2.50M | 1.34% | +203+0.6% | Added |
| Lakeview Capital Partners, LLC | 36,485 | $2.50M | 1.46% | −4,142−10.2% | Reduced |
| Veritable, L.P. | 36,443 | $2.50M | 0.04% | +4,229+13.1% | Added |
| Eudaimonia Advisors LLC | 36,356 | $2.49M | 1.47% | +36,356 | New |
| Occudo Quantitative Strategies LP | 36,205 | $2.48M | 0.22% | +15,873+78.1% | Added |
| CWM, LLC | 36,135 | $2.48M | 0.02% | +36,135 | New |
| Hengehold Capital Management LLC | 36,121 | $2.48M | 0.31% | +1,358+3.9% | Added |
| Argent Trust Co | 36,053 | $2.47M | 0.14% | −398−1.1% | Reduced |
| South State Corp. | 35,887 | $2.46M | 0.19% | +1,653+4.8% | Added |
| Maven Securities LTD | 35,682 | $2.45M | 0.30% | +31,167+690.3% | Added |
| Regentatlantic Capital LLC | 35,544 | $2.44M | 0.07% | +1,127+3.3% | Added |
| Lazard Asset Management LLC | 35,479 | $2.43M | 0.00% | +20,218+132.5% | Added |
| Robbins Farley LLC | 35,405 | $2.43M | 1.79% | +5,650+19.0% | Added |
| BlueCrest Capital Management Ltd | 35,299 | $2.42M | 0.14% | +4,096+13.1% | Added |
| StoneX Group Inc. | 35,063 | $2.40M | 0.28% | +4,585+15.0% | Added |
| Aptus Capital Advisors, LLC | 34,902 | $2.39M | 0.08% | −3,252−8.5% | Reduced |
| Rothschild Investment Corp | 34,812 | $2.39M | 0.19% | −1,035−2.9% | Reduced |
| Hayek Kallen Investment Management | 34,568 | $2.37M | 0.85% | −650−1.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 34,313 | $2.35M | 0.42% | −2,208−6.0% | Reduced |
| Woodmont Investment Counsel LLC | 34,073 | $2.34M | 0.30% | −121−0.4% | Reduced |
| National Asset Management, Inc. | 33,781 | $2.32M | 0.07% | +3,236+10.6% | Added |
| Mechanics Bank Trust Department | 33,547 | $2.30M | 0.34% | −375−1.1% | Reduced |
| Soltis Investment Advisors LLC | 33,467 | $2.29M | 0.32% | +2,465+8.0% | Added |
| Bridgewater Associates, LP | 33,282 | $2.28M | 0.01% | +33,282 | New |
| Brooks, Moore & Associates, Inc. | 33,088 | $2.27M | 1.33% | −325−1.0% | Reduced |
| Day & Ennis, LLC | 33,090 | $2.27M | 0.75% | +31+0.1% | Added |
| SG Americas Securities, LLC | 33,057 | $2.27M | 0.01% | −534,303−94.2% | Reduced |
| Kempen Capital Management N.V. | 33,039 | $2.27M | 0.07% | +12,871+63.8% | Added |
| GSB Wealth Management, LLC | 32,822 | $2.25M | 0.65% | +442+1.4% | Added |
| Hartford Financial Management Inc. | 32,749 | $2.25M | 0.52% | +7,871+31.6% | Added |
| Proequities, Inc. | 32,717 | $2.24M | 0.13% | −1,349−4.0% | Reduced |
| Wills Financial Group, Inc. | 32,734 | $2.24M | 0.89% | −51−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,674 | $2.24M | 0.07% | −768−2.3% | Reduced |
| Essex Financial Services, Inc. | 32,300 | $2.21M | 0.22% | −1,140−3.4% | Reduced |
| Hancock Whitney Corp | 32,247 | $2.21M | 0.07% | −4,973−13.4% | Reduced |
| Azimuth Capital Management LLC | 32,080 | $2.20M | 0.09% | −245−0.8% | Reduced |
| Everence Capital Management Inc | 31,681 | $2.17M | 0.16% | 00.0% | Unchanged |
| Essex LLC | 31,617 | $2.17M | 0.58% | −1,455−4.4% | Reduced |
| Green Square Capital Advisors LLC | 31,475 | $2.16M | 0.43% | +601+1.9% | Added |
| Oakworth Capital, Inc. | 31,411 | $2.15M | 0.18% | −1,567−4.8% | Reduced |
| JustInvest LLC | 31,394 | $2.15M | 0.13% | +5,039+19.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 30,455 | $2.09M | 0.18% | −1,176−3.7% | Reduced |
| Warren Averett Asset Management, LLC | 31,095 | $2.08M | 0.18% | −1,928−5.8% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.06M | 0.10% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 29,970 | $2.06M | 0.16% | +392+1.3% | Added |
| Peapack Gladstone Financial Corp | 29,439 | $2.02M | 0.04% | −1,690−5.4% | Reduced |
| Centaurus Financial, Inc. | 29,276 | $2.01M | 0.15% | +553+1.9% | Added |
| Leelyn Smith, LLC | 29,267 | $2.01M | 0.54% | −161−0.5% | Reduced |
| Calamos Wealth Management LLC | 29,121 | $2.00M | 0.15% | +11,828+68.4% | Added |
| Nepsis, Inc. | 29,058 | $1.99M | 0.58% | −951−3.2% | Reduced |
| Geneos Wealth Management Inc. | 29,015 | $1.99M | 0.08% | −3,063−9.5% | Reduced |
| Sowell Financial Services LLC | 28,713 | $1.97M | 0.11% | −2,257−7.3% | Reduced |
| First City Capital Management, Inc. | 28,590 | $1.96M | 1.10% | −737−2.5% | Reduced |
| Brown Advisory Inc | 28,658 | $1.96M | 0.00% | +62+0.2% | Added |