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 5 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RF&L Wealth Management, LLC | 4,852 | $468.3K | 0.35% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,856 | $468.7K | 0.10% | +40+0.8% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $468.8K | 0.35% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,865 | $469.6K | 0.02% | +535+12.4% | Added |
| Veracity Capital LLC | 4,872 | $470.3K | 0.17% | −92−1.9% | Reduced |
| McGowan Group Asset Management, Inc. | 4,873 | $470.4K | 0.06% | +10.0% | Added |
| Independent Financial Group, LLC | 4,879 | $470.9K | 0.01% | +48+1.0% | Added |
| Vista Investment Partners II, LLC | 4,885 | $471.5K | 0.21% | −779−13.8% | Reduced |
| CMG Global Holdings, LLC | 4,898 | $472.8K | 0.23% | +288+6.2% | Added |
| AdviceOne Advisory Services, LLC | 4,900 | $472.9K | 0.29% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,902 | $473.1K | 0.03% | −879−15.2% | Reduced |
| Fusion Capital, LLC | 4,910 | $473.9K | 0.13% | +11+0.2% | Added |
| Truvestments Capital LLC | 4,916 | $474.5K | 0.09% | +370+8.1% | Added |
| Wynn Capital, LLC | 4,916 | $474.5K | 0.24% | −110−2.2% | Reduced |
| Lee Danner & Bass Inc | 4,920 | $474.9K | 0.03% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,923 | $475.2K | 0.34% | +115+2.4% | Added |
| Bill Few Associates, Inc. | 4,927 | $475.5K | 0.11% | +14+0.3% | Added |
| Aspiriant, LLC | 4,928 | $475.7K | 0.01% | +460+10.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,935 | $476.3K | 0.04% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 4,945 | $477.3K | 0.18% | +34+0.7% | Added |
| Shrier Wealth Management, LLC | 4,948 | $477.6K | 0.17% | +98+2.0% | Added |
| LVM Capital Management Ltd | 4,974 | $480.0K | 0.05% | +167+3.5% | Added |
| Fonville Wealth Management LLC | 4,992 | $481.8K | 0.09% | +538+12.1% | Added |
| Bridges Investment Management Inc | 4,996 | $482.2K | 0.01% | −338−6.3% | Reduced |
| Correct Capital Wealth Management | 5,000 | $482.6K | 0.09% | −250−4.8% | Reduced |
| Hartford Financial Management Inc. | 5,000 | $482.6K | 0.12% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 5,000 | $482.6K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,012 | $483.8K | 0.18% | +347+7.4% | Added |
| SageView Advisory Group, LLC | 5,019 | $484.5K | 0.02% | −14,739−74.6% | Reduced |
| Steel Peak Wealth Management LLC | 5,027 | $485.2K | 0.02% | +145+3.0% | Added |
| Founders Financial Alliance, LLC | 5,028 | $485.3K | 0.09% | +1,695+50.9% | Added |
| Argent Advisors, Inc. | 5,035 | $486.0K | 0.13% | −295−5.5% | Reduced |
| Arlington Trust Co LLC | 5,037 | $486.2K | 0.04% | +1,412+39.0% | Added |
| Trust Co of the South | 5,060 | $488.4K | 0.08% | +1,128+28.7% | Added |
| Holcombe Financial, Inc. | 5,063 | $488.7K | 0.29% | +5,063 | New |
| Gradient Investments LLC | 5,066 | $488.9K | 0.01% | +520+11.4% | Added |
| Klingman & Associates, LLC | 5,073 | $489.6K | 0.02% | −163−3.1% | Reduced |
| LGT Fund Management Co Ltd. | 5,078 | $490.1K | 0.02% | −1,547−23.4% | Reduced |
| Wealth Quarterback LLC | 5,089 | $491.2K | 0.19% | +502+10.9% | Added |
| Fideuram Asset Management (Ireland) dac | 5,521 | $492.1K | 0.06% | −14,611−72.6% | Reduced |
| Ridge Creek Global, Inc | 5,099 | $492.2K | 0.42% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,100 | $492.3K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $492.6K | 0.24% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,105 | $492.7K | 0.06% | +300+6.2% | Added |
| HBK Investments L P | 5,123 | $494.5K | 0.01% | +5,123 | New |
| Pinnacle West Asset Management, Inc. | 5,125 | $495.0K | 0.34% | −185−3.5% | Reduced |
| Annex Advisory Services, LLC | 5,137 | $495.8K | 0.01% | −42,126−89.1% | Reduced |
| Values First Advisors, Inc. | 5,137 | $495.8K | 0.26% | −1,542−23.1% | Reduced |
| WealthTrust Axiom LLC | 5,147 | $496.8K | 0.12% | +9+0.2% | Added |
| SIH Partners, LLLP | 5,158 | $497.9K | 0.02% | +5,158 | New |
| Heritage Investors Management Corp | 5,156 | $498.0K | 0.02% | +5,156 | New |
| Cladis Investment Advisory, LLC | 5,160 | $498.0K | 0.27% | 00.0% | Unchanged |
| Doliver Advisors, LP | 5,178 | $499.8K | 0.11% | −225−4.2% | Reduced |
| Cypress Capital Group | 5,183 | $500.3K | 0.06% | +839+19.3% | Added |
| Eastover Investment Advisors LLC | 5,185 | $500.5K | 0.21% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,189 | $500.8K | 0.11% | +31+0.6% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,203 | $502.2K | 0.09% | +98+1.9% | Added |
| VeraBank, N.A. | 5,210 | $502.9K | 0.09% | +400+8.3% | Added |
| Argus Investors' Counsel, Inc. | 5,212 | $503.1K | 0.45% | +2,307+79.4% | Added |
| PSI Advisors, LLC | 5,214 | $503.3K | 0.12% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,228 | $504.6K | 0.08% | −468−8.2% | Reduced |
| Gratus Wealth Advisors, LLC | 5,230 | $504.8K | 0.07% | −66−1.2% | Reduced |
| Kesler, Norman & Wride, LLC | 5,239 | $505.6K | 0.09% | −572−9.8% | Reduced |
| GHP Investment Advisors, Inc. | 5,244 | $506.2K | 0.02% | +102+2.0% | Added |
| Hartline Investment Corp | 5,260 | $507.7K | 0.06% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 5,261 | $507.8K | 0.05% | +827+18.7% | Added |
| TBH Global Asset Management, LLC | 5,262 | $507.9K | 0.10% | +103+2.0% | Added |
| Robertson Stephens Wealth Management, LLC | 5,281 | $509.7K | 0.01% | +114+2.2% | Added |
| Conning Inc. | 5,284 | $510.0K | 0.02% | −778−12.8% | Reduced |
| Bey-Douglas LLC | 5,308 | $512.3K | 0.45% | −88−1.6% | Reduced |
| Cozad Asset Management Inc | 5,318 | $513.3K | 0.04% | +268+5.3% | Added |
| Cohen Investment Advisors LLC | 5,327 | $514.2K | 0.24% | +154+3.0% | Added |
| New Republic Capital, LLC | 5,330 | $514.5K | 0.17% | −616−10.4% | Reduced |
| LCNB Corp | 5,336 | $515.0K | 0.17% | −300−5.3% | Reduced |
| Wealthcare Capital Management LLC | 5,338 | $515.2K | 0.05% | +5,338 | New |
| Armstrong Advisory Group, Inc | 5,346 | $516.0K | 0.03% | −263−4.7% | Reduced |
| Formidable Asset Management, LLC | 5,924 | $516.6K | 0.08% | 00.0% | Unchanged |
| Fjell Capital, LLC | 5,363 | $517.6K | 0.40% | +320+6.3% | Added |
| Sapient Capital LLC | 5,397 | $520.9K | 0.01% | +2,305+74.5% | Added |
| HORAN Wealth, LLC | 5,916 | $523.3K | 0.05% | +3,003+103.1% | Added |
| Wealth Management Associates, Inc. | 5,423 | $523.4K | 0.18% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,426 | $523.7K | 0.07% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,427 | $523.8K | 0.16% | +31+0.6% | Added |
| Clarity Wealth Development LLC | 5,430 | $524.1K | 0.43% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 5,431 | $524.2K | 0.51% | +70+1.3% | Added |
| Congress Asset Management Co | 5,436 | $524.7K | 0.00% | −446−7.6% | Reduced |
| Premier Path Wealth Partners, LLC | 5,444 | $525.5K | 0.07% | +1,041+23.6% | Added |
| BOS Asset Management, LLC | 5,445 | $525.6K | 0.13% | +44+0.8% | Added |
| Mathes Company, Inc. | 5,450 | $526.0K | 0.19% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5,452 | $526.3K | 0.12% | +347+6.8% | Added |
| Clearwave Capital, LLC | 5,460 | $527.0K | 0.36% | −22−0.4% | Reduced |
| SHP Wealth Management | 5,477 | $528.6K | 0.04% | −445−7.5% | Reduced |
| Intrua Financial, LLC | 5,479 | $528.8K | 0.06% | +46+0.8% | Added |
| Alessandra Capital Management, LLC | 5,480 | $528.9K | 0.45% | −2,740−33.3% | Reduced |
| Hilton Head Capital Partners, LLC | 5,501 | $530.9K | 0.30% | +4+0.1% | Added |
| Stratos Wealth Advisors, LLC | 5,505 | $531.4K | 0.03% | −5−0.1% | Reduced |
| Hickory Point Bank & Trust | 5,507 | $531.5K | 0.35% | −100−1.8% | Reduced |
| Linscomb & Williams, Inc. | 5,515 | $532.3K | 0.02% | −805−12.7% | Reduced |
| Motco | 5,518 | $532.6K | 0.05% | −36−0.6% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 5,536 | $534.3K | 0.24% | +541+10.8% | Added |