Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q1 2026 vs. Q4 2025

How the institutions holding Southern Co changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SO: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2,273362,367+130
Shares797.3M122.3M789.7M+114.7M (+17.0%)
Value$69.6B$10.7B$76.2B+$17.3B (+29.4%)

36 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (228)

Institutions that held Southern Co at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 228 by value.

Institutions new to SO in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC71,539,145$6.90B0.17%
Vanguard Portfolio Management LLC26,136,857$2.52B0.13%
Vanguard Fiduciary Trust Co6,197,084$598.1M0.15%
Vanguard Global Advisers, LLC2,409,631$232.6M0.12%
Vanguard Asset Management, Ltd2,069,243$199.7M0.17%
Adage Capital Partners GP, L.L.C.1,186,900$114.6M0.18%
Vanguard Investments Australia, Ltd.1,070,491$103.3M0.30%
Zurich Insurance Group Ltd474,841$45.8M0.36%
CIBC Bancorp USA Inc.366,004$35.3M0.05%
Shaolin Capital Management LLC295,733$28.5M1.19%
Virginia Retirement Systems Et Al262,477$25.3M0.19%
BW Gestao de Investimentos Ltda.209,292$20.2M0.90%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund207,650$20.0M0.11%
Connor, Clark & Lunn Investment Management Ltd.180,786$17.4M0.04%
Two Sigma Investments, LP155,978$15.1M0.01%
Graham Capital Management, L.P.129,217$12.5M0.42%
Picton Mahoney Asset Management114,444$11.0M0.12%
Quadrature Capital Ltd112,780$10.9M0.13%
Uhlmann Price Securities, LLC107,523$10.1M0.68%
Empowered Funds, LLC66,631$6.43M0.04%
Legacy Financial Independent Advisors LLC64,522$6.23M3.24%
Sherman Porfolios, LLC58,763$5.67M0.44%
Jain Global LLC46,624$4.50M0.06%
Tiaa-Cref Individual & Institutional Services, LLC46,567$4.49M0.02%
Capitolis Liquid Global Markets LLC46,000$4.44M0.03%
Saudi Central Bank40,643$3.92M0.08%
Canandaigua National Corp38,786$3.74M0.34%
Parallax Volatility Advisers, L.P.35,746$3.29M0.14%
Spartan Wealth Advisory Services LLC31,504$3.04M0.27%
Hayek Kallen Investment Management28,200$2.72M0.89%
Banque Pictet & Cie SA27,427$2.65M0.03%
BlueCrest Capital Management Ltd25,962$2.51M0.24%
ISAM Funds (UK) Ltd24,837$2.40M1.18%
Brighton Jones LLC18,390$1.77M0.04%
Aquatic Capital Management LLC17,330$1.67M0.05%
Caisse de Depot Et Placement du Quebec16,571$1.60M0.00%
Twin Tree Management, LP14,377$1.39M0.29%
Kiker Wealth Management, LLC14,125$1.36M0.65%
Diversify Wealth Management, LLC13,678$1.28M0.02%
DRW Securities, LLC12,258$1.18M0.06%
TIAA Wealth Investment Management LLC12,072$1.17M0.01%
Cliftonlarsonallen Wealth Advisors, LLC11,589$1.12M0.02%
Polymer Capital Management (US) LLC11,098$1.07M0.16%
Dynamic Technology Lab Private Ltd10,498$1.01M0.17%
Navigate Wealth Management, LLC10,770$990.0K0.70%
Friedenthal Financial10,085$973.4K0.49%
Robeco Institutional Asset Management B.V.9,676$933.9K0.00%
Southern Michigan Bank & Trust9,613$927.8K0.36%
Havemeyer Place LP9,563$923.0K0.11%
Jump Financial, LLC9,432$910.4K0.01%
Nicolet Bankshares Inc9,219$891.7K0.03%
Orographic Financial Advisors, LLC8,727$842.0K0.60%
Hexagon Capital Partners LLC8,497$820.1K0.12%
Vann Equity Management LLC8,219$793.3K0.57%
Baron Silver Stevens Financial Advisors, LLC8,085$780.4K0.11%
Gsa Capital Partners LLP8,048$777.0K0.05%
Dickmeyer Boyce Financial Management, Inc.7,740$747.0K0.44%
Supplemental Annuity Collective Trust of NJ7,456$719.7K0.20%
Martingale Asset Management L P7,419$716.1K0.02%
Diversified Management Inc7,277$702.4K0.12%
Mason & Associates, LLC7,132$688.4K0.16%
111 Capital6,810$657.3K0.16%
Samara Investment Management, LLC6,518$629.1K0.65%
Patriot Financial Group Insurance Agency, LLC6,156$594.1K0.03%
Landmark Wealth Management, LLC5,972$576.4K0.15%
Concentric Capital Strategies, LP5,805$560.3K0.05%
Websterrogers Financial Advisors, LLC5,766$556.5K0.16%
6th Street Advisors, LLC5,745$554.6K0.35%
Northwest & Ethical Investments L.P.5,579$540.9K0.01%
Evergreen Wealth Solutions, LLC5,595$540.0K0.04%
Wealthcare Capital Management LLC5,338$515.2K0.05%
Heritage Investors Management Corp5,156$498.0K0.02%
SIH Partners, LLLP5,158$497.9K0.02%
HBK Investments L P5,123$494.5K0.01%
Holcombe Financial, Inc.5,063$488.7K0.29%
Resurgent Financial Advisors LLC4,723$455.9K0.17%
My Portfolio Guide, LLC4,714$455.0K0.25%
CTC Alternative Strategies, Ltd.4,603$444.3K1.01%
Strategic Investment Advisors4,537$437.9K0.03%
Gunderson Capital Management Inc.4,527$436.9K0.18%
Aureus Asset Management, LLC4,463$430.8K0.03%
Icon Wealth Advisors, LLC4,394$410.9K0.03%
TRB Wealth Management, LLC4,239$409.1K0.06%
E Fund Management Co., Ltd.4,079$393.7K0.01%
Envision Financial Transparency, LLC3,995$386.0K0.38%
Oslo Pensjonsforsikring AS3,973$383.5K0.06%
Range Advisory, LLC3,971$383.3K0.07%
Proactive Wealth Strategies LLC3,830$369.7K0.07%
Defiance ETFs, LLC3,660$353.3K0.01%
Smith & Howard Wealth Management, LLC3,601$347.6K0.08%
Tuttle Tactical Management3,392$327.4K0.54%
Sovereign Investment Advisors, LLC3,277$316.3K0.07%
Catalyst Funds Management Pty Ltd3,139$303.0K0.05%
Evolve Private Wealth, LLC3,091$298.4K0.02%
Berkshire Asset Management LLC3,057$295.1K0.01%
Dutch Asset Corp3,032$292.6K0.20%
Stevens Capital Management LP3,028$292.0K0.04%
FCG Investment Co3,013$290.8K0.13%
Facet Wealth, Inc.3,001$289.7K0.01%
PW Nova Financial Services LLC2,992$288.7K0.07%

Sold out (98)

Institutions that held Southern Co at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SO in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Tudor Investment Corp Et Al136,602$11.9M
Capital Innovations LLC115,871$10.1M
HRT Financial LP93,271$8.13M
J.W. Cole Advisors, Inc.85,860$6.82M
Sculptor Capital LP36,000$3.14M
Quest Partners LLC35,023$3.05M
ABN AMRO Bank N.V.32,215$2.81M
Clarkston Capital Partners, LLC30,000$2.62M
Andra AP-fonden29,240$2.55M
Matrix Trust Co21,988$1.92M
S.E.E.D. Planning Group LLC21,899$1.91M
Alberta Investment Management Corp20,300$1.77M
IMC-Chicago, LLC19,687$1.72M
Axxcess Wealth Management, LLC17,848$1.56M
Aigen Investment Management, LP15,230$1.33M
Diversify Advisory Services, LLC14,332$1.27M
Grantham, Mayo, Van Otterloo & Co. LLC13,534$1.18M
CSS LLC11,156$972.8K
Sage Mountain Advisors LLC10,965$956.1K
Prelude Capital Management, LLC8,325$725.9K
Ambassador Advisors, LLC7,764$677.0K
Dockside LLC7,058$615.5K
Tritonpoint Wealth, LLC6,971$607.8K
Koss-Olinger Consulting, LLC6,900$602.0K
TFR Capital, LLC.6,875$599.5K
Two Sigma Securities, LLC5,565$485.3K
Asahi Life Asset Management Co., Ltd.5,454$475.6K
AlphaGrep UK Ltd5,077$442.7K
Green Harvest Asset Management LLC5,056$440.9K
Worth Financial Advisory Group, LLC4,857$423.5K
Wright Wealth LLC4,721$411.7K
Farringdon Capital, Ltd.4,684$408.4K
Cynosure Management, LLC4,648$405.3K
Bayforest Capital Ltd4,572$398.7K
Coppell Advisory Solutions LLC4,468$391.3K
Heritage Wealth Management, Inc.4,456$388.6K
denkapparat Operations GmbH4,288$373.9K
Monument Capital Management4,019$350.4K
XTX Topco Ltd3,789$330.4K
Schonfeld Strategic Advisors LLC3,454$301.2K
Financial Harvest, LLC3,378$294.6K
Sentry Investment Management LLC3,345$292.0K
Expressive Wealth LLC3,258$284.1K
Neville Rodie & Shaw Inc3,245$283.0K
Sivia Capital Partners, LLC3,221$280.9K
Insight Advisors, LLC3,137$273.5K
Howard Bailey Securities, LLC3,115$271.6K
Segment Wealth Management, LLC3,110$271.2K
Buffalo Business & Estate Services Ltd3,096$269.9K
Value Investment Professionals, LLC3,094$269.8K
Duncan Williams Asset Management, LLC2,969$268.1K
Tulsa Wealth Advisors, INC3,072$267.9K
FSA Advisors, Inc.3,022$263.5K
Paradigm Financial Partners, LLC2,907$253.5K
Simon Quick Advisors, LLC2,867$250.0K
Worth Asset Management, LLC2,809$244.9K
PKS Advisory Services, LLC2,734$238.4K
KW Wealth Management LLC2,664$232.3K
First Manhattan Co2,660$232.0K
Capital Group Private Client Services, Inc.2,658$231.8K
Frederick Financial Consultants, LLC2,616$228.1K
Eurizon SLJ Capital Ltd2,527$220.4K
waypoint wealth counsel2,392$208.6K
Oak Family Advisors, LLC2,363$206.1K
Magnetar Financial LLC2,309$201.3K
DGS Capital Management, LLC2,309$201.3K
Osterweis Capital Management Inc1,981$172.7K
Meramec Financial Planners, LLC1,350$121.6K
Vermillion & White Wealth Management Group, LLC1,256$109.5K
Optima Capital LLC1,075$93.7K
Elyxium Wealth, LLC1,039$90.6K
Merited Wealth, LLC969$84.5K
Acumen Wealth Advisors, LLC714$62.3K
Wealth Watch Advisors, INC640$55.8K
Garton & Associates Financial Advisors LLC586$51.1K
Access Investment Management LLC441$41.8K
Kohmann Bosshard Financial Services, LLC416$36.3K
IFC & Insurance Marketing, Inc.394$34.0K
Safe Harbor Fiduciary, LLC364$31.7K
Howard Hughes Medical Institute237$20.7K
Solstein Capital, LLC236$20.6K
Westend Capital Management, LLC156$13.6K
Greenline Wealth Management LLC148$12.9K
Belvedere Trading LLC117$10.2K
Quarry LP114$9.94K
Vision Retirement, LLC110$9.55K
Compass Financial Services Inc102$8.87K
Noble Wealth Management PBC96$8.37K
Cornerstone National Bank & Trust Co75$6.54K
Networth Advisors, LLC45$3.92K
Winnow Wealth LLC33$2.90K
Aviso Financial Inc.26$2.27K
Delos Wealth Advisors, LLC18$1.57K
O'Domhnaill Enterprises, Inc.15$1.31K
Luken Investment Analytics, LLC10$872
NorthAvenue LLC8$698
ROSS\JOHNSON & Associates LLC2$174
Eq Wealth Advisors, LLC1$87

Not filed for Q1 2026 yet (36)

Institutions that held Southern Co at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc108,057,413$9.42B
Norges Bank12,745,981$1.11B
Forsta Ap-Fonden415,300$36.2M
Brandywine Global Investment Management, LLC273,908$23.9M
Comerica Bank219,442$19.1M
CIBC World Markets Corp157,721$13.8M
CIBC Private Wealth Group, LLC137,905$12.0M
Thomasville National Bank86,215$7.52M
Canandaigua National Bank & Trust Co40,300$3.51M
Global Retirement Partners, LLC27,106$2.36M
Trust Co of Vermont23,128$2.02M
BancorpSouth Bank14,216$1.24M
Edge Financial Advisors LLC13,044$1.14M
Meketa Investment Group Inc12,179$1.06M
Alpha Cubed Investments, LLC9,504$828.8K
Yeomans Consulting Group, Inc.7,265$633.5K
FineMark National Bank & Trust6,396$557.7K
SG Trading Solutions, LLC5,396$471.0K
Austin Private Wealth, LLC5,256$458.4K
Cape Cod Five Cents Savings Bank4,475$403.6K
Wealth Advisory Team LLC4,566$398.1K
David Loasby4,262$369.7K
Vantus Wealth LLC3,701$322.7K
Clarius Group, LLC3,576$311.8K
MidWestOne Financial Group, Inc.3,332$290.6K
Pure Portfolios Holdings LLC3,281$286.1K
Forefront Wealth Management Inc.2,880$251.1K
Liberty Capital Management, Inc.2,744$239.3K
ORG Partners LLC2,668$232.6K
V. M. Manning & Co., Inc.2,633$229.6K
Motiv8 Investments LLC2,206$192.0K
Stephens Consulting, LLC2,164$188.7K
Ransom Advisory, Ltd1,866$162.7K
DV Equities, LLC1,533$133.7K
GPS Wealth Strategies Group, LLC1,276$111.3K
Redmont Wealth Advisors LLC105$9.16K