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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q1 2026

Institutional positions in Southern Co as of Mar 31, 2026. 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
2,367
+130 vs. Q4 2025
Shares held
789.7M
+114.7M (+17.0%) vs. Q4 2025
Total value
$76.2B
+$17.3B (+29.4%) vs. Q4 2025
New holders
228
985 more added
Sold out
98
782 more reduced

36 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 2,367 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ1 2026: $76.2B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2025.

Institutions holding SO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$970.00%−427−99.8%Reduced
Arcadia Investment Management Corp2$1940.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd4$3860.00%−349−98.9%Reduced
Curio Wealth, LLC4$3860.00%+4New
3 Factor Indexing, LLC5$4830.00%+5New
Breakwater Investment Management6$5800.00%+6New
Y.D. More Investments Ltd1,978$6030.00%+303+18.1%Added
Nvest Wealth Strategies, Inc.7$6760.00%+7New
HFM Investment Advisors, LLC9$8690.00%00.0%Unchanged
Harvest Fund Management Co., Ltd6$1.00K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.11$1.04K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.11$1.06K0.00%00.0%Unchanged
Orion Capital Management LLC14$1.35K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC15$1.45K0.00%+15New
Mascoma Wealth Management LLC18$1.74K0.00%00.0%Unchanged
10Elms LLP20$1.93K0.00%00.0%Unchanged
Your Advocates Ltd., LLP20$1.96K0.00%00.0%Unchanged
Winthrop Capital Management, LLC17$2.00K0.00%00.0%Unchanged
Advantage Trust Co21$2.03K0.00%00.0%Unchanged
Hara Capital LLC22$2.12K0.00%00.0%Unchanged
Estabrook Capital Management22$2.12K0.00%+22New
Osbon Capital Management LLC23$2.22K0.00%00.0%Unchanged
Crewe Advisors LLC24$2.32K0.00%−2−7.7%Reduced
Three Bearings Fiduciary Advisors, Inc.25$2.41K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC25$2.41K0.00%+25New
Hollencrest Capital Management30$2.90K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC30$2.92K0.00%+30New
CBIZ Investment Advisory Services, LLC31$2.99K0.00%−175−85.0%Reduced
DiNuzzo Private Wealth, Inc.39$3.77K0.00%00.0%Unchanged
Investors Portfolio Services LLC42$3.93K0.00%+11+35.5%Added
TSFG, LLC44$4.00K0.00%00.0%Unchanged
Strategic Advocates LLC47$4.54K0.02%−106−69.3%Reduced
WestEnd Advisors, LLC47$4.54K0.00%00.0%Unchanged
PayPay Securities Corp51$4.84K0.17%−11−17.7%Reduced
IMA Wealth, Inc.53$5.12K0.00%+4+8.2%Added
Capital Advisor Network LLC54$5.21K0.01%+54New
McGuire Capital Advisors Inc56$5.41K0.00%00.0%Unchanged
ZRC Wealth Management, LLC56$5.41K0.00%00.0%Unchanged
Clayton Financial Group LLC57$5.50K0.00%00.0%Unchanged
Financial Perspectives, Inc58$5.59K0.00%00.0%Unchanged
Torren Management, LLC61$5.88K0.00%−44−41.9%Reduced
IMG Wealth Management, Inc.61$5.89K0.00%−361−85.5%Reduced
Atlas Capital Advisors LLC62$5.98K0.00%+15+31.9%Added
Ogorek Anthony Joseph65$6.00K0.00%+9+16.1%Added
Burkett Financial Services, LLC63$6.14K0.00%00.0%Unchanged
DecisionPoint Financial, LLC70$6.76K0.00%−12−14.6%Reduced
Whipplewood Advisors, LLC73$7.05K0.00%+73New
Richard W. Paul & Associates, LLC76$7.34K0.00%00.0%Unchanged
Rakuten Securities, Inc.81$7.82K0.00%−39−32.5%Reduced
Carolina Wealth Advisors, LLC81$7.82K0.00%00.0%Unchanged
Raffa Wealth Management, LLC82$7.92K0.00%+33+67.3%Added
Wealth Science Advisors LLC91$7.93K0.00%+91New
Park Square Financial Group, LLC85$8.20K0.06%−270−76.1%Reduced
McIlrath & Eck, LLC86$8.30K0.00%00.0%Unchanged
LGT Financial Advisors LLC87$8.40K0.04%00.0%Unchanged
West Branch Capital LLC90$8.69K0.00%−115−56.1%Reduced
Cherry Tree Wealth Management, LLC91$8.78K0.00%00.0%Unchanged
True Wealth Design, LLC91$8.78K0.00%+5+5.8%Added
Principia Wealth Advisory, LLC92$8.88K0.01%+23+33.3%Added
AXS Investments LLC92$8.88K0.00%+92New
Valued Wealth Advisors LLC94$9.04K0.00%+61+184.8%Added
Evolution Wealth Management Inc.95$9.17K0.01%+95New
Wealth Preservation Advisors, LLC100$9.65K0.01%−131−56.7%Reduced
Lavaca Capital LLC100$9.65K0.00%−22−18.0%Reduced
Pittenger & Anderson Inc100$9.65K0.00%00.0%Unchanged
Clean Yield Group100$9.65K0.00%00.0%Unchanged
JDM Financial Group LLC100$9.65K0.00%00.0%Unchanged
Financial Freedom, LLC100$9.65K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC100$9.65K0.00%+30+42.9%Added
Wellington Shields Capital Management, LLC104$10.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC106$10.2K0.00%00.0%Unchanged
Ameriflex Group, Inc.108$10.4K0.01%+12+12.5%Added
Bare Financial Services, Inc110$10.6K0.00%+23+26.4%Added
Anfield Capital Management, LLC114$11.0K0.00%−544−82.7%Reduced
Rialto Wealth Management, LLC119$11.5K0.00%+101+561.1%Added
Imprint Wealth LLC121$11.7K0.05%−123−50.4%Reduced
Sfam, LLC123$11.9K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.129$12.4K0.00%−1,421−91.7%Reduced
Kingdom Financial Group LLC.129$12.4K0.00%−254−66.3%Reduced
Aspect Partners, LLC129$12.5K0.01%00.0%Unchanged
Essential Partners LLC129$12.5K0.00%+83+180.4%Added
Benson Wealth Management INC132$12.7K0.02%00.0%Unchanged
Wellington-Altus USA Inc.136$13.0K0.01%−62−31.3%Reduced
Stephenson National Bank & Trust140$13.5K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC146$14.1K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC147$14.2K0.02%00.0%Unchanged
Minot DeBlois Advisors LLC148$14.3K0.01%+148New
WFA of San Diego, LLC150$14.5K0.01%−7,710−98.1%Reduced
Caitlin John, LLC150$14.5K0.01%00.0%Unchanged
Burk Holdings LLC150$14.5K0.01%+150New
Strengthening Families & Communities, LLC151$14.6K0.00%+151New
E Fund Management (Hong Kong) Co., Ltd.154$14.9K0.01%+147+2,100.0%Added
Financial Life Planners156$15.1K0.01%+156New
Atomic Invest LLC163$15.8K0.01%+113+226.0%Added
Evermay Wealth Management LLC170$16.4K0.00%00.0%Unchanged
Vanguard National Trust Co180$17.4K0.00%+180New
Clear Street Markets LLC181$17.5K0.01%−3,153−94.6%Reduced
Robinswood Financial LLC182$17.7K0.01%+1+0.6%Added
Gill Capital Partners, LLC187$18.0K0.01%+187New
Financial Network Wealth Advisors LLC192$18.5K0.02%00.0%Unchanged