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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 14,788 | $1.43M | 0.01% | −433−2.8% | Reduced |
| Venturi Wealth Management, LLC | 14,848 | $1.43M | 0.06% | +86+0.6% | Added |
| Elevate Wealth Advisory, Inc | 14,906 | $1.44M | 0.91% | −1,424−8.7% | Reduced |
| International Assets Investment Management, LLC | 14,878 | $1.44M | 0.10% | −42−0.3% | Reduced |
| Parallel Advisors, LLC | 14,962 | $1.44M | 0.03% | +1,489+11.1% | Added |
| Retirement Guys Formula LLC | 14,965 | $1.44M | 0.66% | +3,035+25.4% | Added |
| Pinebridge Investments LLC | 15,013 | $1.45M | 0.01% | −33,361−69.0% | Reduced |
| Silvercrest Asset Management Group LLC | 15,047 | $1.45M | 0.01% | −262−1.7% | Reduced |
| Confluence Wealth Services, Inc. | 15,152 | $1.46M | 0.06% | +15+0.1% | Added |
| TCG Advisory Services, LLC | 15,173 | $1.46M | 0.04% | +2,489+19.6% | Added |
| Stokes Family Office, LLC | 15,199 | $1.47M | 0.15% | −795−5.0% | Reduced |
| Powers Advisory Group, LLC | 15,236 | $1.47M | 0.52% | +43+0.3% | Added |
| Ascent Group, LLC | 15,272 | $1.47M | 0.05% | +573+3.9% | Added |
| Odyssean, LLC | 15,404 | $1.49M | 0.54% | +6,918+81.5% | Added |
| Bush Investment Group, LLC | 15,612 | $1.51M | 0.82% | −49−0.3% | Reduced |
| Fca Corp | 15,613 | $1.51M | 0.43% | +992+6.8% | Added |
| Agp Franklin, LLC | 15,671 | $1.51M | 0.76% | −1,898−10.8% | Reduced |
| XML Financial, LLC | 15,699 | $1.52M | 0.12% | −351−2.2% | Reduced |
| VestGen Advisors, LLC | 16,235 | $1.52M | 0.04% | +5,197+47.1% | Added |
| EPG Wealth Management LLC | 15,795 | $1.52M | 0.41% | +143+0.9% | Added |
| Flputnam Investment Management Co | 15,856 | $1.53M | 0.02% | +1,186+8.1% | Added |
| Everstar Asset Management, LLC | 15,871 | $1.53M | 0.82% | −478−2.9% | Reduced |
| High Net Worth Advisory Group LLC | 15,874 | $1.53M | 0.36% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 15,911 | $1.54M | 0.47% | +244+1.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $1.54M | 0.47% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 16,081 | $1.55M | 0.46% | −224−1.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 16,086 | $1.55M | 0.97% | −663−4.0% | Reduced |
| First City Capital Management, Inc. | 16,090 | $1.55M | 0.82% | −4,199−20.7% | Reduced |
| Earnest Partners LLC | 16,308 | $1.57M | 0.01% | −195−1.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.58M | 0.08% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 16,571 | $1.60M | 0.00% | +16,571 | New |
| Bangor Savings Bank | 16,572 | $1.60M | 0.13% | −1,892−10.2% | Reduced |
| DMG Group, LLC | 16,662 | $1.61M | 1.09% | +898+5.7% | Added |
| CapWealth Advisors, LLC | 16,741 | $1.62M | 0.12% | +1,006+6.4% | Added |
| Rollins Financial Advisors, LLC | 16,857 | $1.63M | 0.26% | −386−2.2% | Reduced |
| Dearborn Partners LLC | 16,881 | $1.63M | 0.09% | −81−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 16,902 | $1.63M | 0.05% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 16,905 | $1.63M | 0.04% | +463+2.8% | Added |
| Lebenthal Global Advisors, LLC | 17,021 | $1.64M | 0.24% | +700+4.3% | Added |
| CWS Financial Advisors, LLC | 17,047 | $1.65M | 0.42% | +1,140+7.2% | Added |
| Tower Bridge Advisors | 17,079 | $1.65M | 0.16% | +4,710+38.1% | Added |
| Old Port Advisors | 17,103 | $1.65M | 0.38% | −956−5.3% | Reduced |
| Jeppson Wealth Management, LLC | 17,227 | $1.66M | 0.52% | −115−0.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,267 | $1.67M | 0.39% | +1,775+11.5% | Added |
| Silver Oak Securities, Inc | 17,318 | $1.67M | 0.12% | −5,679−24.7% | Reduced |
| Aquatic Capital Management LLC | 17,330 | $1.67M | 0.05% | +17,330 | New |
| Romano Brothers and Company | 17,331 | $1.67M | 0.19% | +40.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 17,370 | $1.68M | 0.51% | +1,660+10.6% | Added |
| Los Angeles Capital Management LLC | 17,596 | $1.70M | 0.01% | −17,271−49.5% | Reduced |
| Arete Wealth Advisors, LLC | 17,620 | $1.70M | 0.13% | −1,440−7.6% | Reduced |
| Smith Thornton Advisors LLC | 17,608 | $1.70M | 0.86% | +598+3.5% | Added |
| Smith, Moore & Co. | 17,649 | $1.70M | 0.12% | −247−1.4% | Reduced |
| Gleason Group, Inc. | 17,724 | $1.71M | 0.17% | +135+0.8% | Added |
| Parrish Capital LLC | 17,828 | $1.72M | 1.53% | −221−1.2% | Reduced |
| Primoris Wealth Advisors, LLC | 17,944 | $1.73M | 1.21% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 17,991 | $1.74M | 0.04% | +1,581+9.6% | Added |
| Peoples Financial Services Corp. | 18,014 | $1.74M | 0.82% | +18+0.1% | Added |
| Focus Financial Network, Inc. | 18,020 | $1.74M | 0.06% | −1,057−5.5% | Reduced |
| Wedmont Private Capital | 17,913 | $1.74M | 0.06% | −377−2.1% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.74M | 0.62% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 18,084 | $1.75M | 0.44% | −400−2.2% | Reduced |
| Larson Financial Group LLC | 18,094 | $1.75M | 0.06% | +2,346+14.9% | Added |
| WJ Financial Advisors LLC | 18,129 | $1.75M | 1.41% | +411+2.3% | Added |
| Diversified Trust Co | 18,190 | $1.76M | 0.03% | +314+1.8% | Added |
| TCW Group Inc | 18,190 | $1.76M | 0.01% | +880+5.1% | Added |
| Baldwin Investment Management, LLC | 18,237 | $1.76M | 0.21% | +1,200+7.0% | Added |
| Tema ETFs LLC | 18,272 | $1.76M | 0.12% | +91+0.5% | Added |
| Banque Cantonale Vaudoise | 18,270 | $1.76M | 0.07% | +10,400+132.1% | Added |
| Eagle Rock Investment Company, LLC | 18,283 | $1.76M | 0.26% | +285+1.6% | Added |
| SBI Securities Co., Ltd. | 18,323 | $1.77M | 0.05% | +511+2.9% | Added |
| Register Financial Advisors LLC | 18,338 | $1.77M | 0.65% | +3,759+25.8% | Added |
| Spire Wealth Management | 18,355 | $1.77M | 0.06% | +5,954+48.0% | Added |
| SWAN Capital LLC | 18,377 | $1.77M | 0.65% | 00.0% | Unchanged |
| Ignite Planners, LLC | 18,376 | $1.77M | 0.27% | +452+2.5% | Added |
| Brighton Jones LLC | 18,390 | $1.77M | 0.04% | +18,390 | New |
| Cannon Financial Strategists, Inc. | 18,413 | $1.78M | 0.23% | +3,524+23.7% | Added |
| Hudson Valley Investment Advisors Inc | 18,510 | $1.79M | 0.23% | −490−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 18,537 | $1.79M | 0.04% | −880−4.5% | Reduced |
| TD Private Client Wealth LLC | 18,656 | $1.80M | 0.04% | +454+2.5% | Added |
| Aviva PLC | 18,714 | $1.81M | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18,741 | $1.81M | 0.14% | +65+0.3% | Added |
| Compass Wealth Management, LLC | 18,763 | $1.81M | 0.77% | +37+0.2% | Added |
| Consolidated Planning Corp | 18,776 | $1.81M | 0.29% | +170+0.9% | Added |
| Alps Advisors Inc | 18,811 | $1.82M | 0.01% | +5,368+39.9% | Added |
| Adapt Wealth Advisors, LLC | 18,833 | $1.82M | 0.66% | +40.0% | Added |
| Bahl & Gaynor Inc | 18,876 | $1.82M | 0.01% | +300+1.6% | Added |
| Ethos Financial Group, LLC | 21,017 | $1.83M | 0.13% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 19,000 | $1.83M | 0.28% | 00.0% | Unchanged |
| Shelton Capital Management | 19,014 | $1.84M | 0.04% | −94,469−83.2% | Reduced |
| Applied Finance Capital Management, LLC | 19,366 | $1.87M | 0.14% | −1,388−6.7% | Reduced |
| Candriam Luxembourg S.C.A. | 19,554 | $1.89M | 0.01% | +397+2.1% | Added |
| Altshuler Shaham Ltd | 19,643 | $1.90M | 0.03% | +2,376+13.8% | Added |
| Ashton Thomas Private Wealth, LLC | 19,649 | $1.90M | 0.04% | −4,092−17.2% | Reduced |
| Weaver Capital Management LLC | 19,749 | $1.91M | 0.41% | −368−1.8% | Reduced |
| Mayfair Advisory Group, LLC | 19,797 | $1.91M | 0.67% | +275+1.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 19,889 | $1.92M | 0.65% | −927−4.5% | Reduced |
| Invesco, LLC | 19,897 | $1.92M | 0.67% | +4,555+29.7% | Added |
| ICW Investment Advisors LLC | 19,955 | $1.93M | 0.70% | +862+4.5% | Added |
| Fulton Bank, N.A. | 19,964 | $1.93M | 0.07% | +368+1.9% | Added |
| Meadowbrook Advisors Group, LLC | 19,976 | $1.93M | 1.15% | −2,048−9.3% | Reduced |