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 |
|---|---|---|---|---|---|
| Adirondack Trust Co | 11,519 | $1.11M | 0.37% | −2,129−15.6% | Reduced |
| Tradewinds, LLC. | 11,550 | $1.12M | 0.36% | +22+0.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,589 | $1.12M | 0.02% | +11,589 | New |
| CoreCap Advisors, LLC | 11,631 | $1.12M | 0.04% | +358+3.2% | Added |
| Commerzbank Aktiengesellschaft | 11,652 | $1.13M | 0.02% | −1,602−12.1% | Reduced |
| Raleigh Capital Management Inc. | 11,736 | $1.13M | 0.39% | +166+1.4% | Added |
| Stableford Capital II LLC | 11,758 | $1.13M | 0.42% | −481−3.9% | Reduced |
| Bridgewater Associates, LP | 11,771 | $1.14M | 0.01% | −23,198−66.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 11,916 | $1.15M | 0.09% | +3,160+36.1% | Added |
| Allegheny Financial Group LTD | 11,934 | $1.15M | 0.16% | +57+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 11,951 | $1.15M | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,963 | $1.15M | 0.06% | −783−6.1% | Reduced |
| Intesa Sanpaolo S.p.A. | 12,007 | $1.16M | 0.07% | −1,400−10.4% | Reduced |
| Delta Asset Management LLC | 12,036 | $1.16M | 0.11% | −932−7.2% | Reduced |
| TIAA Wealth Investment Management LLC | 12,072 | $1.17M | 0.01% | +12,072 | New |
| Spirit of America Management Corp | 12,100 | $1.17M | 0.23% | +800+7.1% | Added |
| Modera Wealth Management, LLC | 12,104 | $1.17M | 0.01% | +1,847+18.0% | Added |
| Mission Wealth Management, LP | 12,117 | $1.17M | 0.02% | −452−3.6% | Reduced |
| Bank of Hawaii | 12,191 | $1.18M | 0.06% | −2,427−16.6% | Reduced |
| Twin Capital Management Inc | 12,201 | $1.18M | 0.15% | −213−1.7% | Reduced |
| North Dallas Bank & Trust Co | 12,220 | $1.18M | 0.80% | −30−0.2% | Reduced |
| Symphony Financial, Ltd. Co. | 12,350 | $1.18M | 0.16% | +1,104+9.8% | Added |
| Archford Capital Strategies, LLC | 12,229 | $1.18M | 0.14% | −684−5.3% | Reduced |
| BlueChip Wealth Advisors LLC | 12,230 | $1.18M | 0.52% | −130−1.1% | Reduced |
| DRW Securities, LLC | 12,258 | $1.18M | 0.06% | +12,258 | New |
| Checchi Capital Advisers, LLC | 12,268 | $1.18M | 0.08% | +921+8.1% | Added |
| Guardian Wealth Advisors, LLC | 12,270 | $1.18M | 0.08% | −152−1.2% | Reduced |
| Essex Savings Bank | 12,293 | $1.19M | 0.26% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 12,353 | $1.19M | 0.03% | −65−0.5% | Reduced |
| Rowland & Co Investment Counsel | 12,403 | $1.20M | 0.24% | −275−2.2% | Reduced |
| Frec Markets, Inc. | 12,415 | $1.20M | 0.20% | +6,964+127.8% | Added |
| Rehmann Capital Advisory Group | 12,462 | $1.20M | 0.06% | +71+0.6% | Added |
| Haverford Trust Co | 12,486 | $1.21M | 0.01% | +1,466+13.3% | Added |
| Sheets Smith Wealth Management | 12,499 | $1.21M | 0.14% | −550−4.2% | Reduced |
| Centennial Bank | 12,499 | $1.21M | 0.43% | −1,292−9.4% | Reduced |
| AdvisorNet Financial, Inc | 12,570 | $1.21M | 0.06% | −433−3.3% | Reduced |
| Rocky Mountain Advisers, LLC | 12,592 | $1.22M | 0.35% | −20−0.2% | Reduced |
| Trust Point Inc. | 12,595 | $1.22M | 0.11% | +776+6.6% | Added |
| Dougherty & Associates, LLC | 12,613 | $1.22M | 1.12% | +681+5.7% | Added |
| Tannin Capital LLC | 12,656 | $1.22M | 0.89% | +2,185+20.9% | Added |
| Hills Bank & Trust Co | 12,659 | $1.22M | 0.06% | −258−2.0% | Reduced |
| Fiduciary Trust Co | 12,717 | $1.23M | 0.01% | −13−0.1% | Reduced |
| Widmann Financial Services, Inc. | 12,721 | $1.23M | 0.73% | +10+0.1% | Added |
| Magnolia Capital Advisors LLC | 12,760 | $1.23M | 0.24% | +2,170+20.5% | Added |
| CFS Investment Advisory Services, LLC | 13,049 | $1.23M | 0.08% | +285+2.2% | Added |
| AssuredPartners Investment Advisors, LLC | 12,744 | $1.24M | 0.13% | −3,706−22.5% | Reduced |
| ForthRight Wealth Management, LLC | 12,824 | $1.24M | 0.35% | −814−6.0% | Reduced |
| GoalVest Advisory LLC | 12,863 | $1.24M | 0.24% | −1,754−12.0% | Reduced |
| Marino, Stram & Associates LLC | 12,865 | $1.24M | 0.22% | +42+0.3% | Added |
| Asset Planning,Inc | 12,868 | $1.24M | 0.88% | +30.0% | Added |
| Savvy Advisors, Inc. | 12,913 | $1.25M | 0.03% | +1,140+9.7% | Added |
| Financial Security Advisor, Inc. | 12,917 | $1.25M | 0.23% | +22+0.2% | Added |
| Capula Management Ltd | 12,944 | $1.25M | 0.01% | +11,343+708.5% | Added |
| Farmers & Merchants Investments Inc | 12,990 | $1.25M | 0.03% | −500−3.7% | Reduced |
| Cfo Capital Management LLC | 12,950 | $1.26M | 1.03% | +138+1.1% | Added |
| Brevan Howard Capital Management LP | 13,020 | $1.26M | 0.01% | −3,174−19.6% | Reduced |
| Park National Corp | 13,026 | $1.26M | 0.04% | +4,798+58.3% | Added |
| Grimes & Company, Inc. | 13,045 | $1.26M | 0.03% | +231+1.8% | Added |
| Burke & Herbert Bank & Trust Co | 13,050 | $1.26M | 0.35% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 13,119 | $1.27M | 0.18% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,143 | $1.27M | 0.01% | −11,787−47.3% | Reduced |
| Blue Fin Capital, Inc. | 13,150 | $1.27M | 0.21% | −23−0.2% | Reduced |
| Valmark Advisers, Inc. | 13,166 | $1.27M | 0.02% | −1,195−8.3% | Reduced |
| Busey Wealth Management | 13,181 | $1.27M | 0.03% | −1,398−9.6% | Reduced |
| Evergreen Capital Management LLC | 13,238 | $1.28M | 0.03% | +258+2.0% | Added |
| Burns J W & Co Inc | 13,240 | $1.28M | 0.15% | −1,216−8.4% | Reduced |
| Diversify Wealth Management, LLC | 13,678 | $1.28M | 0.02% | +13,678 | New |
| Asset Advisors Investment Management, LLC | 13,263 | $1.28M | 0.12% | −2,500−15.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 13,280 | $1.28M | 0.26% | −2,479−15.7% | Reduced |
| Prosperity Consulting Group, LLC | 13,326 | $1.29M | 0.06% | +28+0.2% | Added |
| Bank & Trust Co | 13,419 | $1.30M | 0.87% | −243−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,476 | $1.30M | 0.06% | −490−3.5% | Reduced |
| Chicago Partners Investment Group LLC | 14,173 | $1.30M | 0.03% | +4,921+53.2% | Added |
| Autumn Glory Partners, LLC | 13,495 | $1.30M | 0.48% | +5,310+64.9% | Added |
| Mitchell Sinkler & Starr | 13,498 | $1.30M | 0.60% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13,566 | $1.31M | 0.18% | −173−1.3% | Reduced |
| Berkeley Capital Partners, LLC | 13,645 | $1.32M | 0.31% | −202−1.5% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.32M | 0.30% | 00.0% | Unchanged |
| Constitution Capital LLC | 13,675 | $1.32M | 0.66% | −5,380−28.2% | Reduced |
| Keystone Financial Group | 13,709 | $1.32M | 0.09% | +588+4.5% | Added |
| Mesirow Financial Investment Management, Inc. | 13,764 | $1.33M | 0.02% | +3,005+27.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,819 | $1.33M | 0.31% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 13,834 | $1.34M | 0.19% | +219+1.6% | Added |
| Detalus Advisors, LLC | 13,837 | $1.34M | 0.31% | +54+0.4% | Added |
| Firethorn Wealth Partners, LLC | 13,860 | $1.34M | 0.49% | +49+0.4% | Added |
| Ontario Teachers Pension Plan Board | 13,882 | $1.34M | 0.04% | −11,011−44.2% | Reduced |
| Sculati Wealth Management, LLC | 13,905 | $1.34M | 0.50% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 13,968 | $1.35M | 0.55% | −138−1.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,000 | $1.35M | 0.06% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 14,125 | $1.36M | 0.65% | +14,125 | New |
| Ti-Trust, Inc | 14,160 | $1.37M | 0.81% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 14,186 | $1.37M | 0.43% | +7,606+115.6% | Added |
| Farmers National Bank | 14,260 | $1.38M | 0.30% | −161−1.1% | Reduced |
| Philadelphia Trust Co | 14,295 | $1.38M | 0.10% | −25−0.2% | Reduced |
| GTS Securities LLC | 14,321 | $1.38M | 0.05% | +3,974+38.4% | Added |
| Twin Tree Management, LP | 14,377 | $1.39M | 0.29% | +14,377 | New |
| Main Street Financial Solutions, LLC | 14,568 | $1.41M | 0.10% | +868+6.3% | Added |
| Spreng Capital Management, Inc. | 14,620 | $1.41M | 0.67% | +61+0.4% | Added |
| Granite Islands Private Wealth, LLC | 14,755 | $1.41M | 1.30% | +3,325+29.1% | Added |
| Procyon Private Wealth Partners, LLC | 14,730 | $1.42M | 0.07% | +2,480+20.2% | Added |