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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 6,587 | $635.8K | 0.05% | −101−1.5% | Reduced |
| Berger Financial Group, Inc | 6,592 | $636.3K | 0.04% | −350−5.0% | Reduced |
| Good Harbor Advisors, Inc. | 6,606 | $637.7K | 0.70% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 6,660 | $642.0K | 0.20% | −349−5.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 6,656 | $642.4K | 0.05% | −2,167−24.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,693 | $646.0K | 0.10% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,721 | $648.7K | 0.01% | +2,281+51.4% | Added |
| BankPlus Trust Department | 6,735 | $650.1K | 0.17% | +309+4.8% | Added |
| Smithfield Trust Co | 6,750 | $651.0K | 0.03% | +310+4.8% | Added |
| Engineers Gate Manager LP | 6,749 | $651.4K | 0.01% | −54,904−89.1% | Reduced |
| Davidson Trust Co | 6,762 | $652.7K | 0.28% | +100+1.5% | Added |
| Sepio Capital, LP | 6,762 | $652.7K | 0.04% | +123+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,767 | $653.1K | 0.07% | +20.0% | Added |
| Ironsides Asset Advisors, LLC | 6,770 | $653.4K | 0.16% | +3,508+107.5% | Added |
| NorthCrest Asset Manangement, LLC | 6,710 | $653.9K | 0.02% | −2,732−28.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,792 | $655.6K | 0.03% | −544−7.4% | Reduced |
| Stokes Capital Advisors, LLC | 6,794 | $655.8K | 0.15% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 6,800 | $656.3K | 0.26% | +62+0.9% | Added |
| Client 1st Advisory Group, LLC | 6,803 | $656.7K | 0.20% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6,949 | $656.8K | 0.08% | +24+0.3% | Added |
| 111 Capital | 6,810 | $657.3K | 0.16% | +6,810 | New |
| Greenup Street Wealth Management LLC | 6,829 | $659.1K | 0.09% | +15+0.2% | Added |
| Sentry LLC | 6,849 | $661.1K | 0.21% | −244−3.4% | Reduced |
| Catalyst Financial Partners LLC | 6,858 | $661.9K | 0.08% | +3,078+81.4% | Added |
| Novare Capital Management LLC | 6,884 | $664.4K | 0.05% | +26+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 6,897 | $665.7K | 0.04% | −185−2.6% | Reduced |
| David J Yvars Group | 6,935 | $669.4K | 0.37% | −98−1.4% | Reduced |
| Summit Wealth Group LLC | 6,948 | $670.6K | 0.07% | +1,491+27.3% | Added |
| Arrow Financial Corp | 6,954 | $671.2K | 0.07% | +237+3.5% | Added |
| RMB Capital Management, LLC | 6,961 | $671.9K | 0.01% | +712+11.4% | Added |
| Goldstone Financial Group, LLC | 6,965 | $672.3K | 0.07% | −1,472−17.4% | Reduced |
| Sound Income Strategies, LLC | 6,953 | $674.0K | 0.03% | −5,174−42.7% | Reduced |
| DB&C Advisors, LLC | 7,002 | $675.8K | 0.88% | +22+0.3% | Added |
| LaFleur & Godfrey LLC | 7,056 | $681.0K | 0.08% | −2,284−24.5% | Reduced |
| SNS Financial Group, LLC | 7,074 | $682.7K | 0.06% | +1,208+20.6% | Added |
| Destination Wealth Management | 7,079 | $683.3K | 0.02% | −24−0.3% | Reduced |
| WMG Financial Advisors, LLC | 7,106 | $685.9K | 0.29% | +306+4.5% | Added |
| BCS Wealth Management | 7,110 | $686.3K | 0.14% | −7,128−50.1% | Reduced |
| Lathrop Investment Management Corp | 7,126 | $688.0K | 0.13% | 00.0% | Unchanged |
| Mason & Associates, LLC | 7,132 | $688.4K | 0.16% | +7,132 | New |
| Country Trust Bank | 7,142 | $689.3K | 0.01% | −36−0.5% | Reduced |
| W Advisors, LLC | 7,143 | $689.5K | 0.35% | −22−0.3% | Reduced |
| Baldwin Brothers Inc | 7,166 | $691.7K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 7,187 | $693.7K | 0.16% | +35+0.5% | Added |
| BluePath Capital Management, LLC | 7,218 | $696.7K | 0.48% | −27−0.4% | Reduced |
| Viawealth, LLC | 7,224 | $697.3K | 0.39% | +98+1.4% | Added |
| First Command Advisory Services, Inc. | 7,240 | $698.8K | 0.00% | +281+4.0% | Added |
| Summit Asset Management, LLC | 7,240 | $698.8K | 0.10% | +164+2.3% | Added |
| Atlantic Trust, LLC | 7,245 | $699.3K | 0.11% | −49−0.7% | Reduced |
| Journey Strategic Wealth LLC | 7,251 | $699.9K | 0.02% | +1,697+30.6% | Added |
| Beacon Financial Group | 7,273 | $702.0K | 0.07% | +20+0.3% | Added |
| Diversified Management Inc | 7,277 | $702.4K | 0.12% | +7,277 | New |
| Wealth Dimensions Group, Ltd. | 7,286 | $703.2K | 0.14% | −663−8.3% | Reduced |
| Beacon Investment Advisors LLC | 7,293 | $703.9K | 0.27% | −34−0.5% | Reduced |
| Davidson Investment Advisors | 7,300 | $704.6K | 0.03% | −675−8.5% | Reduced |
| Wilkins Miller Wealth Management, LLC | 7,316 | $706.1K | 0.43% | +7+0.1% | Added |
| Rather & Kittrell, Inc. | 7,321 | $706.6K | 0.11% | +80+1.1% | Added |
| Allianz Asset Management GmbH | 7,336 | $708.1K | 0.00% | −13,035−64.0% | Reduced |
| 3Chopt Investment Partners, LLC | 7,343 | $708.7K | 0.16% | +1,104+17.7% | Added |
| Phoenix Holdings Ltd. | 7,379 | $711.7K | 0.01% | −3,001−28.9% | Reduced |
| 1st Source Bank | 7,376 | $711.9K | 0.04% | +1,925+35.3% | Added |
| Wulff, Hansen & Co. | 7,383 | $712.6K | 0.73% | −265−3.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,389 | $713.2K | 0.11% | +210+2.9% | Added |
| Keebeck Wealth Management, LLC | 7,398 | $714.1K | 0.08% | +1,396+23.3% | Added |
| Avestar Capital, LLC | 7,403 | $714.6K | 0.05% | −34−0.5% | Reduced |
| Martingale Asset Management L P | 7,419 | $716.1K | 0.02% | +7,419 | New |
| Daviman Financial, LLC | 7,446 | $718.6K | 0.42% | +58+0.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,456 | $719.7K | 0.20% | +7,456 | New |
| AMG National Trust Bank | 7,458 | $720.0K | 0.02% | +4,155+125.8% | Added |
| Skyline Advisors, Inc. | 7,507 | $724.6K | 0.25% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 7,519 | $725.7K | 0.58% | −4,374−36.8% | Reduced |
| Archetype Wealth Partners | 7,520 | $726.0K | 0.09% | +800+11.9% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,555 | $729.2K | 0.58% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 7,573 | $731.0K | 0.20% | +1,158+18.1% | Added |
| Beaumont Asset Management, L.L.C. | 7,600 | $733.6K | 0.33% | +348+4.8% | Added |
| Holistic Planning, LLC | 7,601 | $733.7K | 0.15% | +110+1.5% | Added |
| Garner Asset Management Corp | 7,621 | $735.5K | 0.29% | −51−0.7% | Reduced |
| Private Capital Management, LLC | 7,622 | $735.7K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 7,627 | $736.2K | 0.06% | −846−10.0% | Reduced |
| Summitry LLC | 7,628 | $736.3K | 0.03% | +31+0.4% | Added |
| Adviser Investments LLC | 7,636 | $737.0K | 0.01% | +2,683+54.2% | Added |
| Northstar Advisory Group, LLC | 7,654 | $738.8K | 0.28% | +98+1.3% | Added |
| Cornerstone Wealth Management, LLC | 7,661 | $739.5K | 0.04% | +863+12.7% | Added |
| Tradition Wealth Management, LLC | 7,662 | $739.5K | 0.05% | −140−1.8% | Reduced |
| Archer Investment Corp | 7,663 | $739.6K | 0.16% | 00.0% | Unchanged |
| Wealth Alliance | 7,695 | $742.7K | 0.07% | −409−5.0% | Reduced |
| Visionary Horizons, LLC | 7,722 | $745.4K | 0.37% | −64−0.8% | Reduced |
| Roberts Glore & Co Inc | 7,727 | $745.8K | 0.20% | −250−3.1% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 7,740 | $747.0K | 0.44% | +7,740 | New |
| Element Wealth, LLC | 7,759 | $748.9K | 0.31% | +63+0.8% | Added |
| Columbia Asset Management | 7,769 | $749.8K | 0.14% | +4+0.1% | Added |
| McLean Asset Management Corp | 7,779 | $750.8K | 0.13% | +25+0.3% | Added |
| Blue Rock Wealth Management LLC | 7,815 | $754.3K | 0.48% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,836 | $756.3K | 0.13% | +105+1.4% | Added |
| Capstone Wealth Management, LLC | 7,839 | $756.7K | 0.53% | +41+0.5% | Added |
| Ballentine Partners, LLC | 7,842 | $756.9K | 0.01% | +740+10.4% | Added |
| SageOak Financial, LLC | 7,844 | $757.1K | 0.53% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 7,847 | $757.4K | 0.15% | −20.0% | Reduced |
| Allred Capital Management, LLC | 7,870 | $759.7K | 0.28% | +26+0.3% | Added |
| V-Square Quantitative Management LLC | 7,882 | $760.8K | 0.08% | +1,178+17.6% | Added |