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 |
|---|---|---|---|---|---|
| Southern Michigan Bank & Trust | 9,613 | $927.8K | 0.36% | +9,613 | New |
| Krilogy Financial LLC | 9,783 | $928.4K | 0.03% | +1,095+12.6% | Added |
| Norris Perne & French LLP | 9,626 | $929.1K | 0.05% | −1,640−14.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 9,676 | $933.9K | 0.00% | +9,676 | New |
| Howard Capital Management Group, LLC | 9,698 | $936.0K | 0.06% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 9,712 | $937.4K | 0.21% | +385+4.1% | Added |
| Excalibur Management Corp | 9,739 | $940.0K | 0.34% | +40.0% | Added |
| Breakwater Capital Group | 9,745 | $940.5K | 0.13% | +784+8.7% | Added |
| Boston Private Wealth LLC | 9,747 | $940.8K | 0.06% | +135+1.4% | Added |
| Mendel Money Management | 9,774 | $943.4K | 0.39% | −300−3.0% | Reduced |
| Abel Hall, LLC | 9,776 | $943.6K | 0.20% | +2,525+34.8% | Added |
| West Bancorporation Inc | 9,816 | $947.4K | 0.47% | +1,531+18.5% | Added |
| First County Bank | 9,831 | $948.9K | 0.51% | −2,030−17.1% | Reduced |
| Home Federal Bank of Tennessee | 9,845 | $950.2K | 0.24% | −45−0.5% | Reduced |
| Outfitter Financial LLC | 9,890 | $954.6K | 0.74% | +3,545+55.9% | Added |
| Sunburst Financial Group, LLC | 9,902 | $955.7K | 0.18% | +5+0.1% | Added |
| Trustco Bank Corp N Y | 9,922 | $957.7K | 0.85% | 00.0% | Unchanged |
| HM Payson & Co | 9,929 | $958.3K | 0.01% | −780−7.3% | Reduced |
| Reuter James Wealth Management, LLC | 9,935 | $958.9K | 0.14% | +20.0% | Added |
| Axq Capital, LP | 9,966 | $961.9K | 0.12% | −4,388−30.6% | Reduced |
| Marco Investment Management LLC | 9,966 | $961.9K | 0.07% | −20−0.2% | Reduced |
| MEMBERS Trust Co | 9,989 | $964.1K | 0.03% | −432−4.1% | Reduced |
| Claro Advisors LLC | 10,002 | $965.4K | 0.12% | −228−2.2% | Reduced |
| Old National Bancorp | 10,007 | $965.9K | 0.02% | −31,914−76.1% | Reduced |
| Huber Capital Management LLC | 10,018 | $966.9K | 0.15% | −7,482−42.8% | Reduced |
| Investment Partners Asset Management, Inc. | 10,036 | $968.6K | 0.60% | −108−1.1% | Reduced |
| Kingsman Wealth Management, Inc. | 10,060 | $971.0K | 0.54% | −37−0.4% | Reduced |
| Friedenthal Financial | 10,085 | $973.4K | 0.49% | +10,085 | New |
| Bradley Foster & Sargent Inc | 10,093 | $974.2K | 0.02% | −45−0.4% | Reduced |
| Cresset Asset Management, LLC | 10,128 | $977.6K | 0.00% | +516+5.4% | Added |
| Walter & Keenan Financial Consulting Co | 10,129 | $977.6K | 0.28% | −703−6.5% | Reduced |
| Field & Main Bank | 10,150 | $979.7K | 0.29% | −65−0.6% | Reduced |
| Penserra Capital Management LLC | 10,173 | $980.0K | 0.01% | +10,080+10,838.7% | Added |
| SeaCrest Wealth Management, LLC | 10,180 | $982.6K | 0.11% | −688−6.3% | Reduced |
| HBW Advisory Services LLC | 10,235 | $987.9K | 0.10% | −100−1.0% | Reduced |
| Navigate Wealth Management, LLC | 10,770 | $990.0K | 0.70% | +10,770 | New |
| LeConte Wealth Management, LLC | 10,264 | $990.7K | 0.64% | +4,908+91.6% | Added |
| Pine Valley Investments Ltd Liability Co | 10,274 | $991.7K | 0.05% | +67+0.7% | Added |
| Leo Wealth, LLC | 10,280 | $992.2K | 0.07% | +123+1.2% | Added |
| Rogco, LP | 10,297 | $993.9K | 0.33% | −126−1.2% | Reduced |
| NewEdge Wealth, LLC | 10,307 | $994.8K | 0.01% | −7,327−41.6% | Reduced |
| St. Johns Investment Management Company, LLC | 10,310 | $995.1K | 0.42% | +249+2.5% | Added |
| Aaron Wealth Advisors | 10,370 | $1.00M | 0.06% | −907−8.0% | Reduced |
| Triad Wealth Partners, LLC | 10,379 | $1.00M | 0.08% | −1,187−10.3% | Reduced |
| Washington Trust Co | 10,402 | $1.00M | 0.03% | +3,042+41.3% | Added |
| Acorn Wealth Advisors, LLC | 10,416 | $1.01M | 0.29% | +74+0.7% | Added |
| Mainsail Asset Management, LLC | 10,431 | $1.01M | 0.45% | −10.0% | Reduced |
| MONECO Advisors, LLC | 10,479 | $1.01M | 0.08% | −801−7.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 10,486 | $1.01M | 0.37% | +105+1.0% | Added |
| Dynamic Technology Lab Private Ltd | 10,498 | $1.01M | 0.17% | +10,498 | New |
| Leisure Capital Management | 10,498 | $1.01M | 0.35% | −663−5.9% | Reduced |
| Kennedy Investment Group | 10,501 | $1.01M | 0.40% | +1,707+19.4% | Added |
| Advisory Alpha, LLC | 10,515 | $1.02M | 0.03% | +2,693+34.4% | Added |
| Syon Capital LLC | 10,518 | $1.02M | 0.05% | +779+8.0% | Added |
| Northern Oak Wealth Management Inc | 10,518 | $1.02M | 0.13% | −735−6.5% | Reduced |
| Smith, Salley & Associates | 10,527 | $1.02M | 0.05% | −90−0.8% | Reduced |
| Ami Asset Management Corp | 10,548 | $1.02M | 0.07% | −165−1.5% | Reduced |
| Cigna Investments Inc | 10,569 | $1.02M | 0.16% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 10,577 | $1.02M | 0.05% | −94−0.9% | Reduced |
| West Family Investments, Inc. | 10,635 | $1.03M | 0.36% | +165+1.6% | Added |
| Bryn Mawr Trust Co | 10,639 | $1.03M | 0.02% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 10,641 | $1.03M | 0.12% | −60−0.6% | Reduced |
| Rodgers Brothers Inc. | 10,643 | $1.03M | 0.12% | +2,300+27.6% | Added |
| Strategic Blueprint, LLC | 10,649 | $1.03M | 0.06% | −91−0.8% | Reduced |
| SHUTTLEWORTH & Co | 10,682 | $1.03M | 0.93% | −535−4.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,621 | $1.03M | 0.09% | −48−0.4% | Reduced |
| KPP Advisory Services LLC | 10,695 | $1.03M | 0.15% | −552−4.9% | Reduced |
| Chesley Taft & Associates LLC | 10,774 | $1.04M | 0.04% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 10,832 | $1.05M | 0.22% | −9−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 10,851 | $1.05M | 0.04% | −3,890−26.4% | Reduced |
| Montecito Bank & Trust | 10,874 | $1.05M | 0.17% | +8+0.1% | Added |
| Resources Management Corp | 10,948 | $1.06M | 0.14% | −315−2.8% | Reduced |
| Wiregrass Investment Management LLC | 10,977 | $1.06M | 0.88% | +423+4.0% | Added |
| Kuhn & Co Investment Counsel | 10,981 | $1.06M | 0.68% | +6+0.1% | Added |
| Ancora Advisors, LLC | 10,983 | $1.06M | 0.02% | +20.0% | Added |
| Nwam LLC | 10,994 | $1.06M | 0.06% | −30−0.3% | Reduced |
| National Asset Management, Inc. | 10,982 | $1.06M | 0.07% | −3,882−26.1% | Reduced |
| Xcel Wealth Management, LLC | 11,053 | $1.07M | 0.30% | +847+8.3% | Added |
| Jefferies Financial Group Inc. | 11,068 | $1.07M | 0.01% | −63,055−85.1% | Reduced |
| Polymer Capital Management (US) LLC | 11,098 | $1.07M | 0.16% | +11,098 | New |
| Wagner Wealth Management, LLC | 11,146 | $1.08M | 0.22% | +958+9.4% | Added |
| Integrity Alliance, LLC. | 11,176 | $1.08M | 0.04% | +1,550+16.1% | Added |
| ATLas Financial Planning LLC | 11,183 | $1.08M | 0.97% | +566+5.3% | Added |
| Texas Bank & Trust Co | 11,205 | $1.08M | 0.41% | +1,860+19.9% | Added |
| Belpointe Asset Management LLC | 11,225 | $1.08M | 0.04% | +1,939+20.9% | Added |
| Balboa Wealth Partners | 11,233 | $1.08M | 0.18% | +52+0.5% | Added |
| RS Crum Inc. | 11,245 | $1.09M | 0.21% | +10.0% | Added |
| United Advisor Group, LLC | 11,308 | $1.09M | 0.14% | −20.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,353 | $1.10M | 0.07% | −359−3.1% | Reduced |
| OneAscent Financial Services LLC | 11,370 | $1.10M | 0.06% | +2,351+26.1% | Added |
| Mosley Wealth Management | 11,586 | $1.10M | 0.50% | +127+1.1% | Added |
| Catalytic Wealth RIA, LLC | 11,385 | $1.10M | 0.05% | +1,381+13.8% | Added |
| Resolution Capital Ltd | 11,400 | $1.10M | 0.02% | −47,888−80.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,423 | $1.10M | 0.52% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 11,423 | $1.10M | 0.75% | +64+0.6% | Added |
| Burney Co | 11,466 | $1.11M | 0.03% | −569−4.7% | Reduced |
| Second Line Capital, LLC | 11,453 | $1.11M | 0.21% | +762+7.1% | Added |
| Rithm Capital Corp. | 11,500 | $1.11M | 1.65% | +6,500+130.0% | Added |
| Cornerstone Planning, LLC | 11,497 | $1.11M | 0.25% | +1,947+20.4% | Added |
| United Bank | 11,516 | $1.11M | 0.14% | −285−2.4% | Reduced |