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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 28,636 | $1.96M | 0.23% | +599+2.1% | Added |
| Derbend Asset Management | 28,439 | $1.95M | 1.90% | −1,150−3.9% | Reduced |
| Sumitomo Life Insurance Co | 28,233 | $1.94M | 0.05% | −874−3.0% | Reduced |
| Busey Wealth Management | 28,064 | $1.93M | 0.07% | −1,187−4.1% | Reduced |
| NBT Bank N A | 27,953 | $1.92M | 0.25% | −475−1.7% | Reduced |
| Bailard, Inc. | 27,955 | $1.92M | 0.06% | +73+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,836 | $1.91M | 0.18% | −130−0.5% | Reduced |
| William Allan, LLC | 27,780 | $1.91M | 1.35% | +27,780 | New |
| Dean Investment Associates, LLC | 27,602 | $1.89M | 0.33% | −90.0% | Reduced |
| Trustco Bank Corp N Y | 27,495 | $1.89M | 1.65% | −400−1.4% | Reduced |
| Bank of Hawaii | 27,368 | $1.88M | 0.10% | −1,168−4.1% | Reduced |
| Waters Parkerson & Co., LLC | 27,374 | $1.88M | 0.10% | −994−3.5% | Reduced |
| Diversified Portfolios, Inc. | 27,135 | $1.86M | 0.45% | −2,516−8.5% | Reduced |
| Johnson Investment Counsel Inc | 27,083 | $1.86M | 0.02% | −1,408−4.9% | Reduced |
| Kavar Capital Partners Group, LLC | 26,901 | $1.84M | 0.38% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 26,546 | $1.82M | 0.01% | +708+2.7% | Added |
| Farmers National Bank | 26,418 | $1.81M | 0.60% | −7,956−23.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 26,335 | $1.81M | 0.03% | −1,451−5.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,299 | $1.80M | 0.01% | −94,763−78.3% | Reduced |
| TFG Advisers LLC | 26,247 | $1.80M | 0.78% | −14−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 26,182 | $1.80M | 0.12% | +43+0.2% | Added |
| John G Ullman & Associates Inc | 26,100 | $1.79M | 0.25% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 26,083 | $1.79M | 0.07% | +1,600+6.5% | Added |
| Bennicas & Associates, Inc. | 26,066 | $1.79M | 0.93% | −100−0.4% | Reduced |
| Viking Fund Management LLC | 26,000 | $1.78M | 0.47% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 26,001 | $1.78M | 0.01% | +26,001 | New |
| Rafferty Asset Management, LLC | 25,786 | $1.77M | 0.01% | −11,582−31.0% | Reduced |
| Winton Group Ltd | 25,781 | $1.77M | 0.11% | +5,715+28.5% | Added |
| Cubist Systematic Strategies, LLC | 25,761 | $1.77M | 0.02% | −77,693−75.1% | Reduced |
| Mainstay Capital Management LLC | 25,692 | $1.76M | 0.53% | +4,848+23.3% | Added |
| Peoples Financial Services Corp. | 25,582 | $1.75M | 0.68% | −500−1.9% | Reduced |
| NTV Asset Management LLC | 25,562 | $1.75M | 0.29% | −2,310−8.3% | Reduced |
| Cullinan Associates Inc | 25,520 | $1.75M | 0.09% | +1,700+7.1% | Added |
| Hilltop Holdings Inc. | 25,446 | $1.75M | 0.18% | +6,511+34.4% | Added |
| Hall Private Wealth Advisors | 25,331 | $1.74M | 1.08% | −19,430−43.4% | Reduced |
| Carroll Financial Associates, Inc. | 25,918 | $1.74M | 0.09% | −1,793−6.5% | Reduced |
| Arkadios Wealth Advisors | 25,198 | $1.73M | 0.23% | +4,235+20.2% | Added |
| McKinley Carter Wealth Services, Inc. | 25,178 | $1.73M | 0.13% | −801−3.1% | Reduced |
| Redwood Investment Management, LLC | 25,184 | $1.73M | 0.23% | +25,184 | New |
| Quantitative Investment Management, LLC | 25,137 | $1.72M | 0.24% | +25,137 | New |
| American Assets Investment Management, LLC | 25,000 | $1.72M | 0.18% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 24,864 | $1.71M | 0.01% | −1,867−7.0% | Reduced |
| Spreng Capital Management, Inc. | 24,761 | $1.70M | 0.98% | +1,700+7.4% | Added |
| Crawford Investment Counsel Inc | 24,692 | $1.69M | 0.03% | −1,243−4.8% | Reduced |
| Ontario Teachers Pension Plan Board | 24,569 | $1.69M | 0.02% | +781+3.3% | Added |
| Stolper Co | 24,419 | $1.68M | 0.75% | +437+1.8% | Added |
| Dynamic Advisor Solutions LLC | 24,350 | $1.67M | 0.12% | +232+1.0% | Added |
| Apollon Wealth Management, LLC | 24,305 | $1.67M | 0.13% | +18,896+349.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,232 | $1.66M | 0.08% | +358+1.5% | Added |
| Verdence Capital Advisors LLC | 24,145 | $1.66M | 0.20% | +1,005+4.3% | Added |
| Bard Financial Services, Inc. | 23,960 | $1.64M | 0.13% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 23,743 | $1.63M | 0.62% | −2,621−9.9% | Reduced |
| Cigna Investments Inc | 23,709 | $1.63M | 0.13% | −8,654−26.7% | Reduced |
| Keene & Associates, Inc. | 23,687 | $1.62M | 1.40% | +23,687 | New |
| Burns J W & Co Inc | 23,672 | $1.62M | 0.23% | −100−0.4% | Reduced |
| Consolidated Planning Corp | 23,621 | $1.62M | 1.04% | +165+0.7% | Added |
| Selective Wealth Management, Inc. | 23,475 | $1.61M | 0.66% | −98−0.4% | Reduced |
| Madden Securities Corp | 23,396 | $1.60M | 0.75% | −50−0.2% | Reduced |
| CWS Financial Advisors, LLC | 23,197 | $1.59M | 0.56% | +23,197 | New |
| Laurel Wealth Advisors, Inc. | 23,006 | $1.58M | 0.12% | +4,760+26.1% | Added |
| Mountain Capital Investment Advisors, Inc | 23,052 | $1.56M | 0.71% | +6,233+37.1% | Added |
| Old North State Trust, LLC | 22,632 | $1.55M | 1.11% | +106+0.5% | Added |
| Parsons Capital Management Inc | 22,618 | $1.55M | 0.11% | −149−0.7% | Reduced |
| ZWJ Investment Counsel Inc | 22,609 | $1.55M | 0.08% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 22,417 | $1.54M | 0.20% | +759+3.5% | Added |
| ARGI Investment Services, LLC | 22,385 | $1.53M | 0.05% | +7,609+51.5% | Added |
| Donaldson Capital Management, LLC | 22,344 | $1.53M | 0.07% | +525+2.4% | Added |
| FourThought Financial, LLC | 22,342 | $1.53M | 0.19% | +1,998+9.8% | Added |
| United Community Bank | 22,238 | $1.53M | 1.52% | +22,238 | New |
| Stock Yards Bank & Trust Co | 22,162 | $1.52M | 0.08% | +3,683+19.9% | Added |
| Access Financial Services, Inc. | 22,146 | $1.52M | 0.68% | −459−2.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,108 | $1.52M | 0.11% | −859−3.7% | Reduced |
| Holderness Investments Co | 22,044 | $1.51M | 0.45% | +95+0.4% | Added |
| Cohen Klingenstein LLC | 21,800 | $1.50M | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 21,754 | $1.49M | 0.21% | −344−1.6% | Reduced |
| Wedbush Securities Inc | 21,619 | $1.48M | 0.06% | −4,603−17.6% | Reduced |
| Southeast Asset Advisors Inc. | 21,594 | $1.48M | 0.20% | +12+0.1% | Added |
| Forte Capital LLC | 21,470 | $1.47M | 0.19% | +66+0.3% | Added |
| SevenBridge Financial Group, LLC | 21,386 | $1.47M | 0.44% | −250−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 21,384 | $1.47M | 0.51% | +21,384 | New |
| Excalibur Management Corp | 21,294 | $1.46M | 0.59% | −145−0.7% | Reduced |
| Capital Square, LLC | 21,366 | $1.46M | 1.01% | +50.0% | Added |
| CapWealth Advisors, LLC | 21,232 | $1.46M | 0.15% | −571−2.6% | Reduced |
| Farmers & Merchants Investments Inc | 21,180 | $1.45M | 0.05% | +1,050+5.2% | Added |
| Regal Investment Advisors LLC | 20,960 | $1.44M | 0.13% | +630+3.1% | Added |
| Reuter James Wealth Management, LLC | 20,927 | $1.44M | 0.55% | +20,927 | New |
| NorthRock Partners, LLC | 20,746 | $1.42M | 0.11% | −309−1.5% | Reduced |
| Capital Investment Advisory Services, LLC | 20,707 | $1.42M | 0.17% | +1,771+9.4% | Added |
| Beacon Pointe Advisors, LLC | 20,649 | $1.42M | 0.04% | −33,581−61.9% | Reduced |
| Texas Yale Capital Corp. | 20,653 | $1.42M | 0.07% | +1,750+9.3% | Added |
| Tudor Investment Corp Et Al | 20,538 | $1.41M | 0.03% | +6,182+43.1% | Added |
| Belpointe Asset Management LLC | 20,484 | $1.41M | 0.09% | +439+2.2% | Added |
| Regent Peak Wealth Advisors LLC | 20,472 | $1.40M | 0.38% | +80+0.4% | Added |
| Savant Capital, LLC | 20,461 | $1.40M | 0.05% | +691+3.5% | Added |
| Ieq Capital, LLC | 20,452 | $1.40M | 0.03% | +937+4.8% | Added |
| Venture Visionary Partners LLC | 20,147 | $1.38M | 0.09% | +2,318+13.0% | Added |
| Cresset Asset Management, LLC | 20,134 | $1.38M | 0.01% | +6,209+44.6% | Added |
| Grove Bank & Trust | 20,132 | $1.38M | 0.26% | −100−0.5% | Reduced |
| Canal Insurance CO | 20,000 | $1.37M | 0.40% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 20,010 | $1.37M | 0.96% | +1,285+6.9% | Added |