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 |
|---|---|---|---|---|---|
| H. L. Ormond & Company, LLC | 11,735 | $797.0K | 0.93% | +11,735 | New |
| Juncture Wealth Strategies, LLC | 11,611 | $796.0K | 0.38% | +400+3.6% | Added |
| FDx Advisors, Inc. | 11,566 | $793.0K | 0.02% | −237−2.0% | Reduced |
| Aberdeen Wealth Management LLC | 11,536 | $791.0K | 0.52% | −296−2.5% | Reduced |
| Financial Advisory Service, Inc. | 11,534 | $791.0K | 0.07% | +4,114+55.4% | Added |
| Allred Capital Management, LLC | 11,484 | $787.0K | 0.38% | −998−8.0% | Reduced |
| Farmers Trust Co | 11,470 | $787.0K | 0.16% | +213+1.9% | Added |
| Nicollet Investment Management, Inc. | 11,461 | $786.0K | 0.32% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,458 | $786.0K | 0.15% | +11,458 | New |
| Summit Financial Group Inc | 11,418 | $783.0K | 0.25% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 11,396 | $781.5K | 0.42% | +11,396 | New |
| Palumbo Wealth Management LLC | 11,356 | $779.0K | 0.49% | +539+5.0% | Added |
| Wolverine Asset Management LLC | 11,329 | $776.0K | 0.01% | +9,533+530.8% | Added |
| Longfellow Investment Management Co LLC | 11,279 | $774.0K | 0.13% | −2,984−20.9% | Reduced |
| Polar Asset Management Partners Inc. | 11,290 | $774.0K | 0.01% | +11,290 | New |
| Fiduciary Trust Co | 11,273 | $773.0K | 0.01% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 11,256 | $772.0K | 0.50% | −9,561−45.9% | Reduced |
| Vident Investment Advisory, LLC | 11,281 | $772.0K | 0.02% | −597−5.0% | Reduced |
| Advisory Alpha, LLC | 11,212 | $769.0K | 0.04% | −626−5.3% | Reduced |
| We Are One Seven, LLC | 11,179 | $767.0K | 0.08% | +6,175+123.4% | Added |
| Checchi Capital Advisers, LLC | 11,153 | $765.0K | 0.08% | +385+3.6% | Added |
| High Net Worth Advisory Group LLC | 11,124 | $763.0K | 0.27% | +11,124 | New |
| Comerica Securities,inc. | 11,099 | $761.0K | 0.05% | −1,548−12.2% | Reduced |
| Gladstone Institutional Advisory LLC | 11,055 | $758.0K | 0.06% | +2,287+26.1% | Added |
| Trustcore Financial Services, LLC | 11,007 | $755.0K | 0.09% | +40.0% | Added |
| Bartlett & Co. LLC | 11,008 | $755.0K | 0.01% | +1,915+21.1% | Added |
| Bartlett & Co. Wealth Management LLC | 11,008 | $754.9K | 0.01% | +1,915+21.1% | Added |
| Murphy Capital Management Inc | 10,984 | $753.0K | 0.08% | −1,275−10.4% | Reduced |
| Sunbelt Securities, Inc. | 11,082 | $752.0K | 0.12% | −909−7.6% | Reduced |
| First National Corp | 10,842 | $744.0K | 0.17% | −767−6.6% | Reduced |
| First Dallas Securities Inc. | 10,824 | $742.0K | 0.49% | +10.0% | Added |
| Atlas Brown,Inc. | 10,822 | $742.0K | 0.29% | +98+0.9% | Added |
| Roberts Glore & Co Inc | 10,773 | $739.0K | 0.19% | 00.0% | Unchanged |
| Cypress Capital Group | 10,764 | $738.0K | 0.09% | +1,114+11.5% | Added |
| Chesley Taft & Associates LLC | 10,652 | $731.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 10,653 | $730.0K | 0.05% | −180−1.7% | Reduced |
| Advisor Resource Council | 10,624 | $729.0K | 0.06% | +10,624 | New |
| Clarius Group, LLC | 10,612 | $728.0K | 0.06% | +152+1.5% | Added |
| EverSource Wealth Advisors, LLC | 10,621 | $728.0K | 0.20% | +10,621 | New |
| Strategic Wealth Advisors Group, LLC | 10,619 | $727.0K | 0.03% | −983−8.5% | Reduced |
| Denali Advisors LLC | 10,600 | $727.0K | 0.27% | +400+3.9% | Added |
| Linscomb & Williams, Inc. | 10,582 | $726.0K | 0.03% | −2,338−18.1% | Reduced |
| Old National Bancorp | 10,550 | $724.0K | 0.03% | −3,139−22.9% | Reduced |
| Conning Inc. | 10,544 | $723.0K | 0.02% | +248+2.4% | Added |
| RDA Financial Network | 10,514 | $721.0K | 0.29% | +5,814+123.7% | Added |
| Haverford Trust Co | 10,468 | $718.0K | 0.01% | −699−6.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,463 | $718.0K | 0.21% | +10,463 | New |
| People's United Financial, Inc. | 10,455 | $717.0K | 0.02% | −2,530−19.5% | Reduced |
| Monetary Management Group Inc | 10,376 | $712.0K | 0.18% | 00.0% | Unchanged |
| Successful Portfolios LLC | 10,349 | $710.0K | 0.39% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 10,350 | $709.8K | 0.52% | −1,812−14.9% | Reduced |
| Cornerstone Management, Inc. | 10,328 | $708.3K | 0.20% | +10.0% | Added |
| Constitution Capital LLC | 10,294 | $706.0K | 0.38% | +700+7.3% | Added |
| Caldwell Trust Co | 10,284 | $705.3K | 0.08% | −200−1.9% | Reduced |
| Sentry Investment Management LLC | 10,284 | $705.0K | 0.19% | +1,740+20.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 10,268 | $704.0K | 0.25% | +595+6.2% | Added |
| Steel Peak Wealth Management LLC | 10,255 | $703.0K | 0.04% | +6,038+143.2% | Added |
| Edgestream Partners, L.P. | 10,248 | $703.0K | 0.04% | +10,248 | New |
| Sunburst Financial Group, LLC | 10,183 | $698.0K | 0.35% | +290+2.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,157 | $697.0K | 0.10% | +10.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,165 | $697.0K | 0.21% | +323+3.3% | Added |
| Arrow Financial Corp | 10,140 | $696.0K | 0.08% | −5,076−33.4% | Reduced |
| Beaumont Financial Partners, LLC | 10,151 | $696.0K | 0.05% | +198+2.0% | Added |
| Home Federal Bank of Tennessee | 10,147 | $696.0K | 0.23% | +350+3.6% | Added |
| Hoylecohen, LLC | 10,080 | $691.0K | 0.06% | +28+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 10,073 | $691.0K | 0.01% | +30+0.3% | Added |
| Wrapmanager Inc | 10,052 | $689.0K | 0.17% | +239+2.4% | Added |
| St. Johns Investment Management Company, LLC | 10,012 | $687.0K | 0.35% | −341−3.3% | Reduced |
| Franklin Street Advisors Inc | 10,006 | $686.0K | 0.05% | −896−8.2% | Reduced |
| Palladium Partners LLC | 9,986 | $685.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 9,936 | $681.0K | 0.01% | −443−4.3% | Reduced |
| Kovack Advisors, Inc. | 9,921 | $680.0K | 0.07% | −2,332−19.0% | Reduced |
| Edge Capital Group, LLC | 9,915 | $680.0K | 0.05% | +971+10.9% | Added |
| Marco Investment Management LLC | 9,920 | $680.0K | 0.07% | +2,557+34.7% | Added |
| Motco | 9,855 | $676.0K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,862 | $676.0K | 0.01% | +803+8.9% | Added |
| Valmark Advisers, Inc. | 9,814 | $673.0K | 0.01% | +929+10.5% | Added |
| Reilly Financial Advisors, LLC | 9,762 | $669.0K | 0.05% | +5+0.1% | Added |
| Acorn Wealth Advisors, LLC | 9,749 | $669.0K | 0.42% | +83+0.9% | Added |
| Ancora Advisors, LLC | 9,743 | $668.0K | 0.02% | −127−1.3% | Reduced |
| Simplicity Wealth,LLC | 9,634 | $661.0K | 0.36% | +9,634 | New |
| Paces Ferry Wealth Advisors, LLC | 9,582 | $657.0K | 0.47% | +341+3.7% | Added |
| Advisors Capital Management, LLC | 9,586 | $657.0K | 0.02% | +2,814+41.6% | Added |
| NEXT Financial Group, Inc | 9,558 | $655.0K | 0.04% | −822−7.9% | Reduced |
| Claro Advisors LLC | 9,502 | $652.0K | 0.23% | +280+3.0% | Added |
| Congress Asset Management Co | 9,485 | $650.0K | 0.00% | −1,594−14.4% | Reduced |
| Financial Advocates Investment Management | 9,488 | $650.0K | 0.05% | −442−4.5% | Reduced |
| Benin Management CORP | 9,462 | $649.0K | 0.20% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 9,443 | $648.0K | 0.04% | −24−0.3% | Reduced |
| Gilbert & Cook, Inc. | 9,359 | $642.0K | 0.10% | +308+3.4% | Added |
| Exchange Traded Concepts, LLC | 9,352 | $641.0K | 0.01% | −212,424−95.8% | Reduced |
| Eagle Strategies LLC | 9,264 | $635.0K | 0.25% | +9,264 | New |
| Clark Financial Advisors | 9,252 | $634.0K | 0.53% | +9,252 | New |
| Metis Global Partners, LLC | 9,231 | $633.0K | 0.18% | +9,231 | New |
| Jmac Enterprises LLC | 9,299 | $632.0K | 0.15% | +9,299 | New |
| Smith Chas P & Associates Pa Cpas | 9,166 | $629.0K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,355 | $626.0K | 0.52% | −96−1.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,130 | $626.0K | 0.32% | +41+0.5% | Added |
| Grimes & Company, Inc. | 9,112 | $625.0K | 0.03% | +52+0.6% | Added |
| Meadow Creek Wealth Advisors LLC | 9,112 | $625.0K | 0.59% | +9,112 | New |