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 |
|---|---|---|---|---|---|
| Powers Advisory Group, LLC | 15,154 | $1.04M | 0.73% | +15,154 | New |
| Gleason Group, Inc. | 15,034 | $1.03M | 0.34% | +158+1.1% | Added |
| Camden Capital, LLC | 15,018 | $1.03M | 0.22% | −420−2.7% | Reduced |
| ProVise Management Group, LLC | 14,959 | $1.03M | 0.09% | −346−2.3% | Reduced |
| Magnetar Financial LLC | 14,917 | $1.02M | 0.01% | +14,917 | New |
| Guardian Investment Management | 14,910 | $1.02M | 0.71% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 14,732 | $1.01M | 0.33% | +14,732 | New |
| Mayfair Advisory Group, LLC | 14,768 | $1.01M | 1.34% | 00.0% | Unchanged |
| Arden Trust Co | 14,674 | $1.01M | 0.17% | +22+0.2% | Added |
| Rowland & Co Investment Counsel | 14,598 | $1.00M | 0.22% | +2,192+17.7% | Added |
| Bristlecone Advisors, LLC | 14,603 | $1.00M | 0.12% | −311−2.1% | Reduced |
| SignalPoint Asset Management, LLC | 14,586 | $1.00M | 0.31% | −397−2.6% | Reduced |
| Rollins Financial | 14,525 | $996.0K | 0.29% | +14,525 | New |
| Snowden Capital Advisors LLC | 14,507 | $994.0K | 0.05% | −6,745−31.7% | Reduced |
| Chicago Trust Co NA | 14,477 | $993.0K | 0.20% | +500+3.6% | Added |
| Coastal Investment Advisors, Inc. | 14,464 | $992.0K | 0.22% | +203+1.4% | Added |
| Mather Group, LLC. | 14,303 | $981.0K | 0.02% | +1,863+15.0% | Added |
| ARS Wealth Advisors Group, LLC | 14,272 | $979.0K | 0.16% | −967−6.3% | Reduced |
| Chatham Capital Group, Inc. | 14,194 | $973.0K | 0.18% | −400−2.7% | Reduced |
| Citizens Financial Group Inc | 14,491 | $973.0K | 0.03% | +315+2.2% | Added |
| Columbia Asset Management | 14,147 | $970.0K | 0.20% | −745−5.0% | Reduced |
| International Assets Investment Management, LLC | 14,149 | $970.0K | 0.17% | +1,061+8.1% | Added |
| Diversified Trust Co | 14,074 | $965.0K | 0.03% | −830−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 13,999 | $960.0K | 0.03% | −365−2.5% | Reduced |
| White Lighthouse Investment Management Inc. | 13,982 | $959.0K | 0.24% | +8+0.1% | Added |
| LaFleur & Godfrey LLC | 13,966 | $958.0K | 0.12% | −2,659−16.0% | Reduced |
| PSI Advisors, LLC | 13,926 | $955.0K | 0.39% | −1,027−6.9% | Reduced |
| DMG Group, LLC | 14,044 | $955.0K | 0.82% | +14,044 | New |
| Legacy Wealth Asset Management, LLC | 13,909 | $954.0K | 0.32% | +1,226+9.7% | Added |
| Stableford Capital II LLC | 14,161 | $954.0K | 0.40% | +1,869+15.2% | Added |
| TrinityPoint Wealth, LLC | 13,893 | $953.0K | 0.17% | −197−1.4% | Reduced |
| Mitchell Sinkler & Starr | 13,865 | $951.0K | 0.28% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,763 | $944.0K | 0.07% | +2,639+23.7% | Added |
| United Bank | 13,750 | $942.0K | 0.12% | −1,688−10.9% | Reduced |
| Gateway Investment Advisers LLC | 13,714 | $941.0K | 0.01% | −801−5.5% | Reduced |
| Seeyond | 13,721 | $940.0K | 0.09% | −22,377−62.0% | Reduced |
| Focus Financial Network, Inc. | 13,692 | $939.0K | 0.14% | +1,156+9.2% | Added |
| ForthRight Wealth Management, LLC | 13,684 | $938.0K | 0.51% | +5,553+68.3% | Added |
| Hancock Whitney Investment Services Inc. | 13,600 | $938.0K | 0.16% | +13,600 | New |
| Bahl & Gaynor Inc | 13,646 | $936.0K | 0.01% | −70−0.5% | Reduced |
| FinTrust Capital Advisors, LLC | 13,643 | $936.0K | 0.23% | +2,018+17.4% | Added |
| Capital Asset Advisory Services LLC | 13,613 | $934.0K | 0.10% | −1,317−8.8% | Reduced |
| Pacitti Group Inc. | 13,606 | $933.0K | 0.61% | +90+0.7% | Added |
| Ti-Trust, Inc | 13,610 | $933.0K | 0.83% | +13,610 | New |
| Alterity Financial Group, LLC | 35,636 | $932.0K | 1.01% | +35,636 | New |
| Rodgers Brothers Inc. | 13,518 | $927.0K | 0.17% | −2,700−16.6% | Reduced |
| V Wealth Advisors LLC | 13,517 | $927.0K | 0.14% | +1,012+8.1% | Added |
| Intrust Bank NA | 13,481 | $925.0K | 0.11% | −1,474−9.9% | Reduced |
| Am Investment Strategies LLC | 13,474 | $924.0K | 0.22% | +215+1.6% | Added |
| Columbus Macro, LLC | 13,447 | $922.0K | 0.31% | −878−6.1% | Reduced |
| Philadelphia Trust Co | 13,425 | $921.0K | 0.07% | +75+0.6% | Added |
| Adirondack Trust Co | 13,422 | $920.0K | 0.44% | +50.0% | Added |
| Blue Fin Capital, Inc. | 13,410 | $919.0K | 0.25% | −403−2.9% | Reduced |
| Colony Group LLC | 13,368 | $917.0K | 0.02% | −4,612−25.7% | Reduced |
| Atlantic Union Bankshares Corp | 13,349 | $915.0K | 0.08% | −1,047−7.3% | Reduced |
| B. Riley Wealth Management, Inc. | 13,314 | $913.0K | 0.06% | −255−1.9% | Reduced |
| Court Place Advisors, LLC | 13,302 | $912.0K | 0.25% | −500−3.6% | Reduced |
| Magnolia Capital Advisors LLC | 13,201 | $905.0K | 0.27% | +1,154+9.6% | Added |
| Burney Co | 13,202 | $905.0K | 0.04% | +1,324+11.1% | Added |
| Rational Advisors LLC | 13,126 | $900.0K | 0.06% | −12,282−48.3% | Reduced |
| Salem Investment Counselors Inc | 13,073 | $897.0K | 0.03% | −499−3.7% | Reduced |
| AdvisorNet Financial, Inc | 13,082 | $897.0K | 0.06% | +157+1.2% | Added |
| BT Wealth Management LLC | 13,076 | $897.0K | 0.24% | +6,025+85.4% | Added |
| Qtron Investments LLC | 13,085 | $897.0K | 0.20% | +6,065+86.4% | Added |
| Vestcor Inc | 13,069 | $896.0K | 0.03% | −2,533−16.2% | Reduced |
| West Bancorporation Inc | 13,069 | $896.0K | 0.70% | +13,069 | New |
| Resources Management Corp | 12,985 | $891.0K | 0.12% | +55+0.4% | Added |
| Integrated Advisors Network LLC | 12,971 | $890.0K | 0.05% | −720−5.3% | Reduced |
| Park National Corp | 12,937 | $887.0K | 0.03% | −3,986−23.6% | Reduced |
| HM Payson & Co | 12,929 | $887.0K | 0.02% | −300−2.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,931 | $887.0K | 0.08% | +98+0.8% | Added |
| BancorpSouth Bank | 12,928 | $886.0K | 0.11% | +200+1.6% | Added |
| Earnest Partners LLC | 12,901 | $885.0K | 0.01% | −576−4.3% | Reduced |
| Altium Wealth Management LLC | 12,871 | $883.0K | 0.06% | +720+5.9% | Added |
| Strategic Blueprint, LLC | 12,786 | $877.0K | 0.11% | −1,755−12.1% | Reduced |
| Resources Investment Advisors, LLC. | 12,764 | $875.0K | 0.03% | −569−4.3% | Reduced |
| Plimoth Trust Co LLC | 12,732 | $874.0K | 0.22% | −180−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,738 | $874.0K | 0.01% | +12,738 | New |
| Rocky Mountain Advisers, LLC | 12,725 | $873.0K | 0.99% | −200−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,570 | $862.0K | 0.02% | +309+2.5% | Added |
| TrueWealth Advisors, LLC | 12,519 | $859.0K | 0.39% | +3,559+39.7% | Added |
| Ascent Wealth Partners, LLC | 12,510 | $858.0K | 0.15% | +1,410+12.7% | Added |
| Marino, Stram & Associates LLC | 12,492 | $857.0K | 0.26% | +509+4.2% | Added |
| Allworth Financial LP | 12,489 | $856.0K | 0.01% | −896−6.7% | Reduced |
| Corient Capital Partners, LLC | 12,471 | $856.0K | 0.06% | +306+2.5% | Added |
| Widmann Financial Services, Inc. | 12,337 | $846.0K | 0.70% | +12,337 | New |
| Henshaw Capital LLC | 12,288 | $842.7K | 0.05% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 12,280 | $842.0K | 0.41% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 12,293 | $840.0K | 0.07% | +1,840+17.6% | Added |
| Confluence Wealth Services, Inc. | 12,246 | $839.0K | 0.27% | +12,246 | New |
| Boston Trust Walden Corp | 12,175 | $835.0K | 0.01% | −214−1.7% | Reduced |
| Toroso Investments, LLC | 12,132 | $832.0K | 0.03% | +2,407+24.8% | Added |
| Wintrust Investments LLC | 12,130 | $832.0K | 0.08% | +12,130 | New |
| Avantax Planning Partners, Inc. | 11,986 | $822.0K | 0.03% | −405−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,936 | $819.0K | 0.03% | +1,043+9.6% | Added |
| Welch & Forbes LLC | 11,869 | $814.0K | 0.01% | −1,657−12.3% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,835 | $812.0K | 0.90% | −800−6.3% | Reduced |
| First Farmers & Merchants Bank / Trust | 11,674 | $801.0K | 0.80% | +11,674 | New |
| Centre Asset Management, LLC | 11,623 | $797.0K | 0.40% | −6−0.1% | Reduced |
| HBK Sorce Advisory LLC | 11,622 | $797.0K | 0.04% | −580−4.8% | Reduced |