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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 19,981 | $1.93M | 0.03% | −476−2.3% | Reduced |
| Advisor OS, LLC | 19,987 | $1.93M | 0.14% | +836+4.4% | Added |
| Snowden Capital Advisors LLC | 19,995 | $1.93M | 0.05% | +178+0.9% | Added |
| Canal Insurance CO | 20,000 | $1.93M | 0.41% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 19,998 | $1.93M | 0.45% | −56−0.3% | Reduced |
| NovaPoint Capital, LLC | 20,033 | $1.93M | 0.49% | +1,203+6.4% | Added |
| Armor Investment Advisors, LLC | 20,129 | $1.94M | 0.70% | −613−3.0% | Reduced |
| Excelsior Advisor Network LLC | 20,176 | $1.95M | 0.74% | +4,826+31.4% | Added |
| Fidelis Capital Partners, LLC | 20,181 | $1.95M | 0.14% | +152+0.8% | Added |
| T. Rowe Price Investment Management, Inc. | 20,215 | $1.95M | 0.00% | −10,085−33.3% | Reduced |
| Tempo Wealth, LLC | 20,295 | $1.96M | 0.34% | +3,346+19.7% | Added |
| AlphaCore Capital LLC | 20,411 | $1.97M | 0.05% | −3,170−13.4% | Reduced |
| Union Bancaire Privee, UBP SA | 22,683 | $1.97M | 0.04% | −4,597−16.9% | Reduced |
| Venture Visionary Partners LLC | 20,430 | $1.97M | 0.07% | −1,029−4.8% | Reduced |
| NBT Bank N A | 20,523 | $1.98M | 0.13% | +695+3.5% | Added |
| HHM Wealth Advisors, LLC | 20,535 | $1.98M | 0.23% | −885−4.1% | Reduced |
| LMG Wealth Partners, LLC | 20,650 | $1.99M | 0.36% | +1,466+7.6% | Added |
| Allen Capital Group, LLC | 20,665 | $1.99M | 0.18% | −3,858−15.7% | Reduced |
| Vontobel Holding Ltd. | 20,734 | $2.00M | 0.01% | +3,987+23.8% | Added |
| Parsons Capital Management Inc | 20,792 | $2.01M | 0.09% | +768+3.8% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $2.04M | 1.19% | 00.0% | Unchanged |
| NTV Asset Management LLC | 21,269 | $2.05M | 0.23% | +192+0.9% | Added |
| Accurate Wealth Management, LLC | 21,241 | $2.06M | 0.25% | +1,417+7.1% | Added |
| RFP Financial Group LLC | 21,460 | $2.07M | 1.13% | +10,698+99.4% | Added |
| Benedict Financial Advisors Inc | 21,465 | $2.07M | 0.43% | −40.0% | Reduced |
| MSH Capital Advisors LLC | 21,553 | $2.08M | 0.44% | +71+0.3% | Added |
| Aprio Wealth Management, LLC | 21,692 | $2.09M | 0.11% | +1,194+5.8% | Added |
| Cohen Klingenstein LLC | 21,800 | $2.10M | 0.07% | 00.0% | Unchanged |
| Essex LLC | 21,802 | $2.10M | 0.37% | −130−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 21,876 | $2.11M | 0.07% | +123+0.6% | Added |
| Miracle Mile Advisors, LLC | 21,884 | $2.11M | 0.03% | +2,255+11.5% | Added |
| Mechanics Bank Trust Department | 21,915 | $2.12M | 0.29% | −1,187−5.1% | Reduced |
| M&G Plc | 21,837 | $2.12M | 0.01% | −1,015−4.4% | Reduced |
| LVZ Advisors, Inc. | 22,280 | $2.15M | 0.25% | +227+1.0% | Added |
| Sagefield Capital LP | 22,285 | $2.15M | 0.15% | −532−2.3% | Reduced |
| Zions Bancorporation, National Association | 22,447 | $2.17M | 0.14% | −849−3.6% | Reduced |
| Modern Wealth Management, LLC | 22,409 | $2.17M | 0.04% | +1,007+4.7% | Added |
| RDA Financial Network | 22,570 | $2.18M | 0.55% | +1,177+5.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 22,575 | $2.18M | 1.10% | −1,007−4.3% | Reduced |
| Columbus Macro, LLC | 22,612 | $2.18M | 0.23% | +382+1.7% | Added |
| Regal Investment Advisors LLC | 22,707 | $2.19M | 0.13% | +615+2.8% | Added |
| Patten & Patten Inc | 22,779 | $2.20M | 0.13% | +1,945+9.3% | Added |
| Kovack Advisors, Inc. | 22,750 | $2.20M | 0.12% | −463−2.0% | Reduced |
| CX Institutional | 23,046 | $2.22M | 0.07% | −407−1.7% | Reduced |
| Golden State Equity Partners | 23,067 | $2.23M | 0.17% | +9,166+65.9% | Added |
| Hilltop Holdings Inc. | 23,283 | $2.25M | 0.20% | −6,849−22.7% | Reduced |
| First United Bank Trust | 23,324 | $2.25M | 0.73% | −500−2.1% | Reduced |
| PFG Investments, LLC | 23,339 | $2.25M | 0.10% | −1,460−5.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,349 | $2.25M | 0.02% | +1,470+6.7% | Added |
| Atomi Financial Group, Inc. | 23,390 | $2.26M | 0.07% | −163−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 23,519 | $2.27M | 0.08% | +1,860+8.6% | Added |
| Private Trust Co NA | 23,520 | $2.27M | 0.20% | −223−0.9% | Reduced |
| Retirement Planning Group | 23,579 | $2.28M | 0.07% | −33−0.1% | Reduced |
| Western Wealth Management, LLC | 23,582 | $2.28M | 0.09% | +8,069+52.0% | Added |
| Cornerstone Advisory, LLC | 23,598 | $2.28M | 0.22% | +1,151+5.1% | Added |
| Alaethes Wealth LLC | 23,617 | $2.28M | 0.66% | +726+3.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 23,654 | $2.28M | 1.26% | +935+4.1% | Added |
| Ritholtz Wealth Management | 23,714 | $2.29M | 0.04% | +2,194+10.2% | Added |
| CVFG LLC | 23,787 | $2.30M | 0.29% | +17,237+263.2% | Added |
| Principal Securities, Inc. | 23,829 | $2.30M | 0.03% | −957−3.9% | Reduced |
| Harbour Trust & Investment Management Co | 23,856 | $2.30M | 0.24% | −233−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 23,974 | $2.31M | 0.36% | −2,865−10.7% | Reduced |
| Sowell Financial Services LLC | 24,029 | $2.32M | 0.09% | +1,961+8.9% | Added |
| Bessemer Group Inc | 24,145 | $2.33M | 0.00% | +1,445+6.4% | Added |
| Southeast Asset Advisors Inc. | 24,140 | $2.33M | 0.26% | +1,068+4.6% | Added |
| Capital Investment Advisory Services, LLC | 24,250 | $2.34M | 0.17% | +2,793+13.0% | Added |
| Atlantic Union Bankshares Corp | 24,252 | $2.34M | 0.04% | −1,173−4.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 24,255 | $2.34M | 0.32% | +1,777+7.9% | Added |
| Smith Chas P & Associates Pa Cpas | 24,294 | $2.34M | 0.13% | −591−2.4% | Reduced |
| M Holdings Securities, Inc. | 24,753 | $2.35M | 0.16% | +85+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 24,573 | $2.37M | 1.19% | −50−0.2% | Reduced |
| D L Carlson Investment Group Inc | 24,656 | $2.38M | 0.41% | +355+1.5% | Added |
| Advyzon Investment Management, LLC | 24,743 | $2.39M | 0.21% | +11,312+84.2% | Added |
| Ausdal Financial Partners, Inc. | 24,763 | $2.39M | 0.11% | +11,257+83.3% | Added |
| Reaves W H & Co Inc | 24,767 | $2.39M | 0.04% | +119+0.5% | Added |
| Fiduciary Alliance LLC | 25,266 | $2.39M | 0.14% | −2,046−7.5% | Reduced |
| ISAM Funds (UK) Ltd | 24,837 | $2.40M | 1.18% | +24,837 | New |
| Change Path, LLC | 24,920 | $2.41M | 0.06% | +300+1.2% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.41M | 0.16% | 00.0% | Unchanged |
| Assetmark, Inc | 25,173 | $2.43M | 0.00% | +3,548+16.4% | Added |
| Kavar Capital Partners Group, LLC | 25,214 | $2.43M | 0.30% | −775−3.0% | Reduced |
| BIP Wealth, LLC | 25,281 | $2.44M | 0.10% | −3,668−12.7% | Reduced |
| Ascent Wealth Partners, LLC | 25,283 | $2.44M | 0.28% | +311+1.2% | Added |
| Wedbush Securities Inc | 25,344 | $2.45M | 0.07% | +569+2.3% | Added |
| Armis Advisers, LLC | 26,307 | $2.45M | 0.24% | −1,242−4.5% | Reduced |
| Nepsis, Inc. | 25,420 | $2.45M | 0.82% | −352−1.4% | Reduced |
| Cape Investment Advisory, Inc. | 25,477 | $2.46M | 0.82% | +1,428+5.9% | Added |
| Red Door Wealth Management, LLC | 25,512 | $2.46M | 0.26% | +154+0.6% | Added |
| Delta Global Management LP | 25,792 | $2.49M | 0.20% | −1,355−5.0% | Reduced |
| Advanced Asset Management Advisors Inc | 25,805 | $2.49M | 0.69% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 25,834 | $2.49M | 0.08% | −544,418−95.5% | Reduced |
| Capital Square, LLC | 26,693 | $2.50M | 1.15% | +113+0.4% | Added |
| ZWJ Investment Counsel Inc | 25,859 | $2.50M | 0.09% | −25−0.1% | Reduced |
| John G Ullman & Associates Inc | 25,880 | $2.50M | 0.33% | −100−0.4% | Reduced |
| Apella Capital, LLC | 26,457 | $2.50M | 0.04% | +7,980+43.2% | Added |
| BlueCrest Capital Management Ltd | 25,962 | $2.51M | 0.24% | +25,962 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 26,024 | $2.51M | 0.36% | +284+1.1% | Added |
| Americana Partners, LLC | 26,080 | $2.52M | 0.07% | +1,529+6.2% | Added |
| Meeder Advisory Services, Inc. | 26,093 | $2.52M | 0.11% | +368+1.4% | Added |
| Frank, Rimerman Advisors LLC | 26,203 | $2.53M | 0.17% | −2,965−10.2% | Reduced |