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, 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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 5,559 | $536.6K | 0.08% | −20.0% | Reduced |
| Altfest L J & Co Inc | 5,580 | $538.6K | 0.06% | +290+5.5% | Added |
| Thrive Wealth Management, LLC | 5,584 | $539.0K | 0.08% | −873−13.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,595 | $540.0K | 0.04% | +5,595 | New |
| Scotia Capital Inc. | 5,599 | $540.4K | 0.00% | −137−2.4% | Reduced |
| Kapstone Financial Advisors LLC | 5,601 | $540.6K | 0.26% | −62−1.1% | Reduced |
| Northwest & Ethical Investments L.P. | 5,579 | $540.9K | 0.01% | +5,579 | New |
| Moss Adams Wealth Advisors LLC | 5,610 | $541.5K | 0.04% | +342+6.5% | Added |
| Davy Global Fund Management Ltd | 5,625 | $542.9K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 5,645 | $544.9K | 0.03% | +188+3.4% | Added |
| BLB&B Advisors, LLC | 5,659 | $546.2K | 0.02% | +1,060+23.0% | Added |
| IVC Wealth Advisors LLC | 5,660 | $546.3K | 0.24% | −81−1.4% | Reduced |
| Knollwood Investment Advisory, LLC | 5,663 | $546.6K | 0.06% | 00.0% | Unchanged |
| Syverson Strege & Co | 5,681 | $548.3K | 0.13% | −361−6.0% | Reduced |
| B&L Asset Management LLC | 5,695 | $549.7K | 0.24% | +1,365+31.5% | Added |
| Duncker Streett & Co Inc | 5,700 | $550.1K | 0.10% | +385+7.2% | Added |
| 71 West Capital Partners | 5,700 | $550.2K | 0.02% | +1,440+33.8% | Added |
| TruWealth Advisors, LLC | 5,708 | $550.9K | 0.03% | −109−1.9% | Reduced |
| Gateway Investment Advisers LLC | 5,710 | $551.1K | 0.01% | +2,670+87.8% | Added |
| Investors Research Corp | 5,730 | $553.1K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,731 | $553.1K | 0.08% | +741+14.8% | Added |
| First Dallas Securities Inc. | 5,735 | $553.5K | 0.20% | −60−1.0% | Reduced |
| O'Rourke & Company, Inc | 5,739 | $554.0K | 0.22% | +5+0.1% | Added |
| Requisite Capital Management, LLC | 5,742 | $554.2K | 0.10% | −128−2.2% | Reduced |
| 6th Street Advisors, LLC | 5,745 | $554.6K | 0.35% | +5,745 | New |
| Websterrogers Financial Advisors, LLC | 5,766 | $556.5K | 0.16% | +5,766 | New |
| Transcend Wealth Collective, LLC | 5,772 | $557.1K | 0.04% | +2,206+61.9% | Added |
| Diligent Investors, LLC | 5,786 | $558.5K | 0.14% | −147−2.5% | Reduced |
| Concentric Capital Strategies, LP | 5,805 | $560.3K | 0.05% | +5,805 | New |
| Ballew Advisors, Inc | 5,745 | $560.7K | 0.32% | +20.0% | Added |
| Trinity Financial Advisors LLC | 5,830 | $562.7K | 0.16% | −116−2.0% | Reduced |
| Cross Staff Investments Inc | 5,835 | $563.2K | 0.37% | 00.0% | Unchanged |
| Orion Investment Co | 5,845 | $564.2K | 0.18% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,950 | $564.7K | 0.05% | 00.0% | Unchanged |
| Approach Retirement Advisors, LLC | 5,851 | $564.7K | 0.47% | +506+9.5% | Added |
| Maridea Wealth Management LLC | 5,859 | $565.5K | 0.08% | +2,312+65.2% | Added |
| OMC Financial Services LTD | 5,867 | $566.3K | 0.22% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 5,868 | $566.3K | 0.34% | +218+3.9% | Added |
| Schulhoff & Co Inc | 5,875 | $567.1K | 0.23% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,904 | $569.8K | 0.17% | −19−0.3% | Reduced |
| L2 Asset Management, LLC | 5,915 | $570.9K | 0.05% | +400+7.3% | Added |
| Novak & Powell Financial Services, Inc. | 5,925 | $571.9K | 0.31% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,936 | $572.9K | 0.08% | −247−4.0% | Reduced |
| Legacy Financial Strategies, LLC | 5,938 | $573.1K | 0.10% | −132−2.2% | Reduced |
| Reliant Investment Partners, LLC | 5,945 | $573.8K | 0.48% | +10.0% | Added |
| Z3 Capital Partners, LLC | 5,957 | $575.0K | 0.15% | −95−1.6% | Reduced |
| Fortress Private Ledger, LLC | 5,959 | $575.1K | 0.18% | −456−7.1% | Reduced |
| Landmark Wealth Management, LLC | 5,972 | $576.4K | 0.15% | +5,972 | New |
| Inscription Capital, LLC | 5,973 | $576.5K | 0.06% | +469+8.5% | Added |
| GF Fund Management Co. Ltd. | 5,988 | $578.0K | 0.01% | +2,028+51.2% | Added |
| Childress Capital Advisors, LLC | 6,002 | $579.3K | 0.10% | −1,262−17.4% | Reduced |
| Van Hulzen Asset Management, LLC | 6,011 | $580.2K | 0.04% | −600−9.1% | Reduced |
| Wiser Wealth Management, Inc | 6,025 | $581.5K | 0.13% | +15+0.2% | Added |
| Integras Partners LLC | 6,025 | $581.5K | 0.38% | 00.0% | Unchanged |
| PFW Advisors LLC | 6,033 | $582.3K | 0.18% | +10.0% | Added |
| Zinnia Wealth Advisory, LLC | 6,046 | $583.6K | 0.65% | −150−2.4% | Reduced |
| Marathon Capital Management | 6,050 | $583.9K | 0.13% | −550−8.3% | Reduced |
| Thoroughbred Financial Services, LLC | 6,052 | $584.0K | 0.03% | −4−0.1% | Reduced |
| Verition Fund Management LLC | 6,086 | $587.4K | 0.01% | −29,291−82.8% | Reduced |
| FourThought Financial Partners, LLC | 6,087 | $587.6K | 0.05% | −463−7.1% | Reduced |
| Union Savings Bank | 6,104 | $589.1K | 0.26% | −701−10.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,156 | $594.1K | 0.03% | +6,156 | New |
| SRS Capital Advisors, Inc. | 6,170 | $595.5K | 0.02% | −13,267−68.3% | Reduced |
| Summit Global Investments | 6,188 | $597.0K | 0.04% | +5+0.1% | Added |
| Cranbrook Wealth Management, LLC | 6,186 | $597.1K | 0.12% | 00.0% | Unchanged |
| SFMG, LLC | 6,240 | $602.3K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,252 | $603.4K | 0.01% | +1,435+29.8% | Added |
| Mirador Capital Partners LP | 6,261 | $604.3K | 0.09% | +43+0.7% | Added |
| American National Bank | 6,265 | $604.7K | 0.06% | −560−8.2% | Reduced |
| Bienville Capital Management, LLC | 6,314 | $609.5K | 0.12% | +789+14.3% | Added |
| Welch & Forbes LLC | 6,316 | $609.6K | 0.01% | −204−3.1% | Reduced |
| Broyhill Asset Management | 6,317 | $609.7K | 0.60% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,503 | $609.8K | 0.05% | +413+6.8% | Added |
| PDS Planning, Inc | 6,319 | $609.9K | 0.04% | −293−4.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,325 | $610.5K | 0.01% | −6,526−50.8% | Reduced |
| Mindset Wealth Management, LLC | 6,331 | $611.1K | 0.16% | +20.0% | Added |
| Builder Investment Group Inc | 6,337 | $611.6K | 0.13% | −50−0.8% | Reduced |
| Strategies Wealth Advisors, LLC | 6,343 | $612.3K | 0.06% | −16−0.3% | Reduced |
| Park Place Capital Corp | 6,355 | $613.4K | 0.12% | −146−2.2% | Reduced |
| Cordatus Wealth Management LLC | 6,359 | $613.6K | 0.15% | −66−1.0% | Reduced |
| Searle & Co. | 6,358 | $613.7K | 0.15% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,358 | $613.7K | 0.17% | −23−0.4% | Reduced |
| Chicago Capital, LLC | 6,375 | $615.3K | 0.02% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 6,377 | $615.5K | 0.09% | +109+1.7% | Added |
| River Wealth Advisors LLC | 6,377 | $615.5K | 0.07% | −64−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,382 | $616.0K | 0.07% | −15−0.2% | Reduced |
| Banco Santander, S.A. | 6,387 | $616.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6,416 | $619.3K | 0.05% | −103−1.6% | Reduced |
| Clarendon Private LLC | 6,420 | $619.7K | 0.48% | −1,874−22.6% | Reduced |
| ProVise Management Group, LLC | 6,436 | $621.2K | 0.04% | −669−9.4% | Reduced |
| Richwood Investment Advisors, LLC | 6,483 | $625.7K | 0.48% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6,488 | $626.2K | 0.23% | −702−9.8% | Reduced |
| Focused Alpha, LLC | 6,494 | $626.8K | 0.19% | +30.0% | Added |
| Samara Investment Management, LLC | 6,518 | $629.1K | 0.65% | +6,518 | New |
| Beta Wealth Group, Inc. | 6,528 | $630.0K | 0.26% | +204+3.2% | Added |
| Flagship Harbor Advisors, LLC | 6,552 | $632.4K | 0.03% | −13−0.2% | Reduced |
| Trust Co of Virginia | 6,555 | $632.7K | 0.05% | +87+1.3% | Added |
| Cooper Financial Group | 6,563 | $633.5K | 0.06% | −7−0.1% | Reduced |
| Paragon Private Wealth Management, LLC | 6,583 | $635.3K | 0.20% | +853+14.9% | Added |
| Finward Bancorp | 6,586 | $635.7K | 0.51% | 00.0% | Unchanged |