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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 7,943 | $766.6K | 0.02% | +2,617+49.1% | Added |
| Atlas Wealth Partners, LLC | 7,952 | $767.5K | 0.79% | +430+5.7% | Added |
| Pure Financial Advisors, Inc. | 7,962 | $768.5K | 0.01% | +1,677+26.7% | Added |
| Citizens Business Bank | 7,972 | $769.5K | 0.13% | −13−0.2% | Reduced |
| one8zero8, LLC | 7,981 | $770.3K | 0.17% | +8+0.1% | Added |
| Successful Portfolios LLC | 7,975 | $770.9K | 0.42% | −1,221−13.3% | Reduced |
| M.E. Allison & Co., Inc. | 7,996 | $771.8K | 0.51% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,048 | $777.0K | 0.05% | +8,048 | New |
| Cyndeo Wealth Partners, LLC | 8,054 | $777.3K | 0.04% | −41−0.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 8,085 | $780.4K | 0.11% | +8,085 | New |
| Gables Capital Management Inc. | 8,092 | $781.0K | 0.33% | −500−5.8% | Reduced |
| Bank of Jackson Hole Trust | 8,098 | $781.6K | 0.38% | +495+6.5% | Added |
| Cidel Asset Management Inc | 8,102 | $782.0K | 0.04% | +1,464+22.1% | Added |
| Mosaic Family Wealth Partners, LLC | 8,106 | $782.4K | 0.08% | +10.0% | Added |
| Norden Group LLC | 8,123 | $784.0K | 0.08% | −302−3.6% | Reduced |
| Gilbert & Cook, Inc. | 8,136 | $785.3K | 0.10% | +72+0.9% | Added |
| Geometric Wealth Advisors | 8,190 | $790.5K | 0.10% | +163+2.0% | Added |
| GSB Wealth Management, LLC | 8,191 | $790.6K | 0.18% | +6+0.1% | Added |
| Blalock Williams, LLC | 8,207 | $792.1K | 0.61% | +363+4.6% | Added |
| Vann Equity Management LLC | 8,219 | $793.3K | 0.57% | +8,219 | New |
| Clear Creek Financial Management, LLC | 8,235 | $794.9K | 0.06% | +108+1.3% | Added |
| City State Bank | 8,243 | $795.6K | 0.21% | +1,243+17.8% | Added |
| Capital Advisors Wealth Management, LLC | 8,257 | $797.0K | 0.11% | +132+1.6% | Added |
| LVW Advisors, LLC | 8,299 | $801.0K | 0.08% | −8,792−51.4% | Reduced |
| Verity Asset Management, Inc. | 8,324 | $803.4K | 0.34% | −150−1.8% | Reduced |
| Lakeshore Financial Planning, Inc. | 8,334 | $804.5K | 0.29% | +48+0.6% | Added |
| Baker Avenue Asset Management, LP | 8,351 | $806.0K | 0.02% | +797+10.6% | Added |
| Aviance Capital Partners, LLC | 8,379 | $808.8K | 0.09% | +6+0.1% | Added |
| St Germain D J Co Inc | 8,391 | $809.9K | 0.03% | −390−4.4% | Reduced |
| Intrust Bank NA | 8,392 | $810.0K | 0.07% | −19−0.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,399 | $810.7K | 0.48% | −1,328−13.7% | Reduced |
| Grove Bank & Trust | 8,402 | $811.0K | 0.09% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,423 | $813.0K | 0.05% | +38+0.5% | Added |
| Howe & Rusling Inc | 8,432 | $813.8K | 0.05% | −905−9.7% | Reduced |
| Franklin Street Advisors Inc | 8,435 | $814.2K | 0.05% | −71−0.8% | Reduced |
| Valley Brook Capital Group | 8,451 | $815.7K | 0.55% | +337+4.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,459 | $816.5K | 0.08% | +10+0.1% | Added |
| Moneta Group Investment Advisors LLC | 8,469 | $817.4K | 0.01% | +676+8.7% | Added |
| Sar Wealth Management Group, LLC | 8,469 | $817.5K | 0.44% | −50−0.6% | Reduced |
| JT Stratford LLC | 8,472 | $817.7K | 0.10% | +12+0.1% | Added |
| Aberdeen Wealth Management LLC | 8,473 | $817.8K | 0.37% | −300−3.4% | Reduced |
| Benin Management CORP | 8,483 | $818.8K | 0.18% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 8,497 | $820.1K | 0.13% | +3,817+81.6% | Added |
| Hexagon Capital Partners LLC | 8,497 | $820.1K | 0.12% | +8,497 | New |
| Dakota Wealth Management | 8,506 | $821.0K | 0.02% | +1,201+16.4% | Added |
| Simplicity Wealth,LLC | 8,507 | $821.1K | 0.05% | +318+3.9% | Added |
| Roundview Capital LLC | 8,524 | $822.7K | 0.05% | +15+0.2% | Added |
| RIA Advisory Group LLC | 8,533 | $823.7K | 0.20% | −72−0.8% | Reduced |
| Thompson David Blair | 8,568 | $827.0K | 0.47% | +2,948+52.5% | Added |
| Trueblood Wealth Management, LLC | 8,571 | $827.3K | 0.32% | −63−0.7% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 8,566 | $830.3K | 0.03% | +566+7.1% | Added |
| Shulman DeMeo Asset Management LLC | 8,640 | $834.0K | 0.18% | −20−0.2% | Reduced |
| HBK Sorce Advisory LLC | 9,115 | $836.8K | 0.02% | +343+3.9% | Added |
| Roberts Wealth Advisors, LLC | 8,683 | $838.1K | 0.21% | +51+0.6% | Added |
| Exencial Wealth Advisors, LLC | 8,694 | $839.1K | 0.03% | −52−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 8,705 | $840.2K | 0.06% | +20+0.2% | Added |
| Orographic Financial Advisors, LLC | 8,727 | $842.0K | 0.60% | +8,727 | New |
| Maia Wealth LLC | 8,748 | $844.3K | 0.14% | +3,061+53.8% | Added |
| Integrated Advisors Network LLC | 8,768 | $846.3K | 0.04% | −3,369−27.8% | Reduced |
| Vista Capital Partners, Inc. | 8,792 | $848.6K | 0.09% | +61+0.7% | Added |
| Cherokee Insurance Co | 8,800 | $849.4K | 0.32% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,808 | $850.1K | 0.21% | +25+0.3% | Added |
| Ameritas Advisory Services, LLC | 8,818 | $851.1K | 0.03% | −742−7.8% | Reduced |
| Northeast Investment Management | 8,821 | $851.4K | 0.04% | +1,707+24.0% | Added |
| Cullen/Frost Bankers, Inc. | 8,828 | $852.0K | 0.01% | −4,273−32.6% | Reduced |
| Certified Advisory Corp | 8,855 | $854.7K | 0.08% | +22+0.2% | Added |
| Balentine LLC | 8,871 | $856.2K | 0.03% | −70−0.8% | Reduced |
| Evercore Wealth Management, LLC | 8,902 | $859.2K | 0.01% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 8,906 | $859.6K | 0.07% | +58+0.7% | Added |
| Mechanics Financial Corp | 8,913 | $860.3K | 0.36% | 00.0% | Unchanged |
| Insight Inv LLC | 8,920 | $861.0K | 0.47% | +75+0.8% | Added |
| Community Bank of Raymore | 8,950 | $863.9K | 0.58% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 8,974 | $866.2K | 0.08% | −701−7.2% | Reduced |
| Tortuga Wealth Management, Inc | 8,984 | $867.2K | 0.81% | +56+0.6% | Added |
| KC Investment Advisors, LLC | 9,001 | $868.8K | 0.20% | −564−5.9% | Reduced |
| Chesapeake Wealth Management | 9,011 | $869.7K | 0.27% | −17−0.2% | Reduced |
| Woodward Diversified Capital, LLC | 9,256 | $874.8K | 0.40% | +23+0.2% | Added |
| Lazard Asset Management LLC | 9,090 | $877.4K | 0.00% | −20−0.2% | Reduced |
| Peninsula Asset Management Inc | 9,090 | $877.4K | 0.45% | +2,000+28.2% | Added |
| Davis Capital Management | 9,139 | $882.1K | 0.60% | −10.0% | Reduced |
| Affinity Wealth Management LLC | 9,151 | $883.3K | 0.13% | 00.0% | Unchanged |
| PCM Encore, LLC | 9,195 | $887.5K | 0.18% | +674+7.9% | Added |
| Cambient Family Office, LLC | 9,219 | $889.8K | 0.12% | +995+12.1% | Added |
| Nikulski Financial, Inc. | 9,224 | $890.3K | 0.22% | −87−0.9% | Reduced |
| Nicolet Bankshares Inc | 9,219 | $891.7K | 0.03% | +9,219 | New |
| Salem Investment Counselors Inc | 9,307 | $898.3K | 0.03% | +11+0.1% | Added |
| Stolper Co | 54,499 | $905.0K | 0.30% | +28,750+111.7% | Added |
| Monetary Management Group Inc | 9,407 | $908.0K | 0.22% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 9,429 | $910.1K | 0.10% | +37+0.4% | Added |
| Jump Financial, LLC | 9,432 | $910.4K | 0.01% | +9,432 | New |
| Heartland Bank & Trust Co | 9,446 | $911.7K | 0.21% | +7,106+303.7% | Added |
| Eagle Strategies LLC | 9,453 | $912.4K | 0.11% | +18+0.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,464 | $913.5K | 0.24% | +904+10.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,480 | $915.0K | 0.12% | +394+4.3% | Added |
| Bartlett & Co. Wealth Management LLC | 9,572 | $918.8K | 0.01% | +23+0.2% | Added |
| Cookson Peirce & Co Inc | 9,528 | $919.6K | 0.04% | 00.0% | Unchanged |
| William Allan, LLC | 9,556 | $922.3K | 0.55% | −292−3.0% | Reduced |
| Havemeyer Place LP | 9,563 | $923.0K | 0.11% | +9,563 | New |
| Bedell Frazier Investment Counseling, LLC | 9,571 | $923.8K | 0.19% | −649−6.4% | Reduced |
| White Lighthouse Investment Management Inc. | 9,605 | $927.1K | 0.13% | −177−1.8% | Reduced |