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 |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | 20,000 | $1.37M | 0.63% | +20,000 | New |
| KG&L Capital Management,LLC | 19,853 | $1.36M | 0.55% | +2,118+11.9% | Added |
| Kingsview Wealth Management, LLC | 19,819 | $1.36M | 0.06% | +70.0% | Added |
| Sheets Smith Wealth Management | 19,673 | $1.35M | 0.17% | +26+0.1% | Added |
| Old Port Advisors | 19,741 | $1.35M | 0.46% | +843+4.5% | Added |
| Koshinski Asset Management, Inc. | 19,490 | $1.34M | 0.11% | +3,253+20.0% | Added |
| Harbour Investments, Inc. | 19,452 | $1.33M | 0.08% | −36,015−64.9% | Reduced |
| SeaCrest Wealth Management, LLC | 19,290 | $1.32M | 0.15% | +601+3.2% | Added |
| Merit Financial Group, LLC | 19,243 | $1.32M | 0.13% | +79+0.4% | Added |
| Chemung Canal Trust Co | 19,140 | $1.31M | 0.24% | +76+0.4% | Added |
| Delta Asset Management LLC | 19,090 | $1.31M | 0.12% | +124+0.7% | Added |
| Patten & Patten Inc | 19,061 | $1.31M | 0.09% | −777−3.9% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.30M | 0.21% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 18,979 | $1.30M | 0.07% | +213+1.1% | Added |
| Ignite Planners, LLC | 19,099 | $1.30M | 0.85% | +19,099 | New |
| Evercore Wealth Management, LLC | 18,938 | $1.30M | 0.02% | −50.0% | Reduced |
| Richard P Slaughter Associates Inc | 18,938 | $1.30M | 0.46% | +58+0.3% | Added |
| IFP Advisors, Inc | 18,817 | $1.29M | 0.03% | +251+1.4% | Added |
| Bank Ozk | 18,823 | $1.29M | 0.53% | −200−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 18,814 | $1.29M | 0.01% | −71−0.4% | Reduced |
| Wellington Shields & Co., LLC | 18,775 | $1.29M | 0.26% | +54+0.3% | Added |
| Moody National Bank Trust Division | 18,731 | $1.28M | 0.04% | −20.0% | Reduced |
| Community Bank, N.A. | 18,698 | $1.28M | 0.15% | −1,554−7.7% | Reduced |
| Veriti Management LLC | 18,694 | $1.28M | 0.17% | +585+3.2% | Added |
| Keudell/Morrison Wealth Management | 18,670 | $1.28M | 0.51% | −124−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 18,636 | $1.28M | 0.06% | +539+3.0% | Added |
| HawsGoodwin Investment Management LLC | 18,626 | $1.28M | 0.37% | −271−1.4% | Reduced |
| LBMC Investment Advisors, LLC | 18,605 | $1.28M | 0.11% | +17,053+1,098.8% | Added |
| MSH Capital Advisors LLC | 18,550 | $1.27M | 0.57% | +18,550 | New |
| Garner Asset Management Corp | 18,452 | $1.26M | 0.53% | +10.0% | Added |
| Patton Albertson Miller Group, LLC | 18,275 | $1.25M | 0.20% | +969+5.6% | Added |
| Ascent Group, LLC | 18,420 | $1.25M | 0.16% | +18,420 | New |
| Private Trust Co NA | 18,179 | $1.25M | 0.17% | −1,202−6.2% | Reduced |
| Creative Financial Designs Inc | 18,129 | $1.24M | 0.19% | +913+5.3% | Added |
| Empirical Finance, LLC | 18,090 | $1.24M | 0.15% | +4,892+37.1% | Added |
| Adviser Investments LLC | 17,995 | $1.23M | 0.08% | +48+0.3% | Added |
| Trust Co of Vermont | 17,975 | $1.23M | 0.08% | +671+3.9% | Added |
| McMillion Capital Management Inc | 17,966 | $1.23M | 0.67% | +800+4.7% | Added |
| Tdam USA Inc. | 17,910 | $1.23M | 0.08% | −25−0.1% | Reduced |
| Mystic Asset Management, Inc. | 17,852 | $1.22M | 0.58% | +17,852 | New |
| Red Door Wealth Management, LLC | 17,778 | $1.22M | 0.40% | +162+0.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,760 | $1.22M | 0.35% | +991+5.9% | Added |
| Procyon Private Wealth Partners, LLC | 17,673 | $1.21M | 0.26% | +718+4.2% | Added |
| IBM Retirement Fund | 17,587 | $1.21M | 0.15% | −12,223−41.0% | Reduced |
| Sandy Spring Bank | 17,568 | $1.21M | 0.06% | −5,284−23.1% | Reduced |
| Wealth Alliance | 17,510 | $1.20M | 0.24% | +1,405+8.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,495 | $1.20M | 0.47% | +440+2.6% | Added |
| KCM Investment Advisors LLC | 17,450 | $1.20M | 0.04% | −752−4.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,409 | $1.19M | 0.28% | −100−0.6% | Reduced |
| Griffin Asset Management, Inc. | 17,408 | $1.19M | 0.15% | +346+2.0% | Added |
| Bessemer Group Inc | 17,387 | $1.19M | 0.00% | +906+5.5% | Added |
| Detalus Advisors, LLC | 17,358 | $1.19M | 0.57% | −737−4.1% | Reduced |
| Wealthspire Advisors, LLC | 17,323 | $1.19M | 0.03% | +246+1.4% | Added |
| Bivin & Associates, Inc. | 17,322 | $1.19M | 1.04% | +17,322 | New |
| Abbrea Capital, LLC | 17,267 | $1.18M | 0.16% | +3,000+21.0% | Added |
| Asset Advisors Investment Management, LLC | 17,193 | $1.18M | 0.12% | −769−4.3% | Reduced |
| Shikiar Asset Management Inc | 17,150 | $1.18M | 0.30% | +2,400+16.3% | Added |
| Wetherby Asset Management Inc | 17,084 | $1.17M | 0.07% | +55+0.3% | Added |
| NJ State Employees Deferred Compensation Plan | 17,000 | $1.17M | 0.15% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 16,972 | $1.16M | 0.65% | −2,953−14.8% | Reduced |
| Baader Bank INC | 16,900 | $1.16M | 0.09% | +16,900 | New |
| Clifford Swan Investment Counsel LLC | 16,868 | $1.16M | 0.04% | +967+6.1% | Added |
| Biltmore Family Office, LLC | 16,849 | $1.16M | 0.22% | +1,558+10.2% | Added |
| Hills Bank & Trust Co | 16,827 | $1.15M | 0.16% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16,797 | $1.15M | 0.28% | −101−0.6% | Reduced |
| Woodstock Corp | 16,802 | $1.15M | 0.12% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 16,799 | $1.15M | 0.01% | +7,800+86.7% | Added |
| Sequoia Financial Advisors, LLC | 16,766 | $1.15M | 0.03% | +9,575+133.2% | Added |
| American Portfolios Advisors | 16,768 | $1.15M | 0.04% | +1,257+8.1% | Added |
| Berkeley Capital Partners, LLC | 16,758 | $1.15M | 0.47% | −799−4.6% | Reduced |
| Benedict Financial Advisors Inc | 16,739 | $1.15M | 0.30% | −276−1.6% | Reduced |
| CTC Capital Management, LLC | 16,700 | $1.15M | 8.82% | +16,700 | New |
| Silvercrest Asset Management Group LLC | 16,687 | $1.14M | 0.01% | +10.0% | Added |
| Boston Private Wealth LLC | 16,636 | $1.14M | 0.02% | +2,829+20.5% | Added |
| Clearstead Advisors, LLC | 16,579 | $1.14M | 0.08% | −118−0.7% | Reduced |
| Cerity Partners LLC | 16,478 | $1.13M | 0.02% | +4,161+33.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,469 | $1.13M | 0.28% | 00.0% | Unchanged |
| RS Crum Inc. | 16,440 | $1.13M | 0.62% | +16,440 | New |
| StrategIQ Financial Group, LLC | 16,383 | $1.12M | 0.11% | +1,690+11.5% | Added |
| Stokes Family Office, LLC | 16,289 | $1.12M | 0.14% | +2,242+16.0% | Added |
| Park Avenue Securities LLC | 16,203 | $1.11M | 0.02% | +899+5.9% | Added |
| Shepherd Financial Partners LLC | 16,139 | $1.11M | 0.19% | +4,410+37.6% | Added |
| Northwest Bancshares, Inc. | 16,129 | $1.11M | 0.22% | −5,161−24.2% | Reduced |
| Integrated Wealth Concepts LLC | 16,134 | $1.11M | 0.03% | +262+1.7% | Added |
| Twin Capital Management Inc | 16,087 | $1.10M | 0.11% | +510+3.3% | Added |
| Ziegler Capital Management, LLC | 16,073 | $1.10M | 0.04% | −20,832−56.4% | Reduced |
| Quadrature Capital Ltd | 15,997 | $1.10M | 0.06% | +15,997 | New |
| Glassy Mountain Advisors, Inc. | 15,854 | $1.09M | 0.56% | +15,854 | New |
| ICW Investment Advisors LLC | 15,841 | $1.09M | 0.61% | +803+5.3% | Added |
| Good Life Advisors, LLC | 15,814 | $1.08M | 0.13% | +72+0.5% | Added |
| Islay Capital Management, LLC | 15,776 | $1.08M | 0.82% | +287+1.9% | Added |
| Prudential PLC | 15,749 | $1.08M | 0.01% | +15,749 | New |
| Retirement Planning Co of New England, Inc. | 15,678 | $1.07M | 0.52% | +15,678 | New |
| Personal Cfo Solutions, LLC | 15,658 | $1.07M | 0.20% | −765−4.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 15,587 | $1.07M | 0.35% | −20.0% | Reduced |
| Meridian Wealth Management, LLC | 15,571 | $1.07M | 0.11% | +521+3.5% | Added |
| First United Bank Trust | 15,496 | $1.06M | 0.39% | −110−0.7% | Reduced |
| Shell Asset Management Co | 15,401 | $1.06M | 0.02% | −610−3.8% | Reduced |
| EP Wealth Advisors, LLC | 15,364 | $1.05M | 0.02% | +20.0% | Added |
| Caisse de Depot Et Placement du Quebec | 15,200 | $1.04M | 0.00% | −28,300−65.1% | Reduced |