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 |
|---|---|---|---|---|---|
| Argyle Capital Management Inc. | 26,221 | $2.53M | 0.82% | −50−0.2% | Reduced |
| Verdence Capital Advisors LLC | 26,269 | $2.54M | 0.15% | −65−0.2% | Reduced |
| Broadwater Capital Management LLC | 29,154 | $2.54M | 1.90% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 26,368 | $2.55M | 0.16% | −1,450−5.2% | Reduced |
| Verity & Verity, LLC | 26,368 | $2.55M | 0.19% | −107,548−80.3% | Reduced |
| Inman Jager Wealth Management, LLC | 26,379 | $2.55M | 1.49% | +1,412+5.7% | Added |
| Marietta Investment Partners LLC | 26,438 | $2.55M | 0.51% | +3,570+15.6% | Added |
| WCG Wealth Advisors LLC | 26,511 | $2.56M | 0.07% | −2,396−8.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 26,536 | $2.56M | 0.25% | +742+2.9% | Added |
| Laird Norton Trust Company, LLC | 26,712 | $2.58M | 0.06% | −856−3.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 26,772 | $2.58M | 0.10% | 00.0% | Unchanged |
| GAMMA Investing LLC | 27,029 | $2.61M | 0.12% | +2,560+10.5% | Added |
| Citizens Financial Group Inc | 27,104 | $2.62M | 0.04% | −1,511−5.3% | Reduced |
| McRae Capital Management Inc | 27,131 | $2.62M | 0.54% | −930−3.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 27,399 | $2.65M | 0.72% | −933−3.3% | Reduced |
| Banque Pictet & Cie SA | 27,427 | $2.65M | 0.03% | +27,427 | New |
| Naviter Wealth, LLC | 27,509 | $2.66M | 0.33% | +940+3.5% | Added |
| Nomura Holdings Inc | 27,714 | $2.67M | 0.02% | +20,148+266.3% | Added |
| Johnson Investment Counsel Inc | 27,743 | $2.68M | 0.02% | −3,842−12.2% | Reduced |
| Tyche Wealth Partners LLC | 27,784 | $2.68M | 0.41% | +21+0.1% | Added |
| Equitable Trust Co | 27,845 | $2.69M | 0.12% | −2,416−8.0% | Reduced |
| Aurora Investment Counsel | 27,890 | $2.69M | 1.49% | −1,329−4.5% | Reduced |
| Rahlfs Capital, LLC | 27,895 | $2.69M | 1.98% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 27,995 | $2.70M | 0.79% | +77+0.3% | Added |
| Greenleaf Trust | 28,082 | $2.71M | 0.03% | +4,287+18.0% | Added |
| Sargent Investment Group, LLC | 28,171 | $2.72M | 0.36% | +791+2.9% | Added |
| Hayek Kallen Investment Management | 28,200 | $2.72M | 0.89% | +28,200 | New |
| Siemens Fonds Invest GmbH | 28,241 | $2.73M | 0.16% | +74+0.3% | Added |
| Holderness Investments Co | 28,275 | $2.73M | 0.55% | −224−0.8% | Reduced |
| Wealth Intelligence, LLC | 28,326 | $2.73M | 1.31% | +3,182+12.7% | Added |
| Hilltop National Bank | 28,524 | $2.75M | 0.65% | −748−2.6% | Reduced |
| Westwood Holdings Group Inc. | 28,632 | $2.76M | 0.02% | −274,354−90.6% | Reduced |
| Old North State Trust, LLC | 28,662 | $2.77M | 1.64% | +314+1.1% | Added |
| Geneos Wealth Management Inc. | 28,907 | $2.79M | 0.06% | −983−3.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 28,998 | $2.80M | 0.19% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 29,052 | $2.80M | 0.66% | +689+2.4% | Added |
| Churchill Financial Advisors, LLC | 29,056 | $2.80M | 0.59% | +17,915+160.8% | Added |
| Jacobi Capital Management LLC | 29,238 | $2.82M | 0.16% | +358+1.2% | Added |
| Pullen Investment Management, LLC | 29,249 | $2.82M | 1.42% | −49−0.2% | Reduced |
| Chemung Canal Trust Co | 29,329 | $2.83M | 0.57% | +477+1.7% | Added |
| Coldstream Capital Management Inc | 29,666 | $2.86M | 0.04% | −45,910−60.7% | Reduced |
| Koshinski Asset Management, Inc. | 29,743 | $2.87M | 0.18% | −10.0% | Reduced |
| Securian Asset Management, Inc | 29,841 | $2.88M | 0.11% | −100−0.3% | Reduced |
| Pensionmark Financial Group, LLC | 29,865 | $2.88M | 0.05% | −235−0.8% | Reduced |
| Landscape Capital Management, L.L.C. | 29,968 | $2.89M | 0.18% | +20,171+205.9% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $2.90M | 0.10% | 00.0% | Unchanged |
| Bokf, NA | 30,139 | $2.91M | 0.04% | −1,336−4.2% | Reduced |
| Pacitti Group Inc. | 30,143 | $2.91M | 1.06% | +1,884+6.7% | Added |
| CIBC World Markets Inc. | 30,199 | $2.91M | 0.01% | −106,256−77.9% | Reduced |
| MUFG Securities Americas Inc. | 30,468 | $2.94M | 0.19% | +804+2.7% | Added |
| Tower Research Capital LLC (TRC) | 30,743 | $2.97M | 0.08% | −3,814−11.0% | Reduced |
| Biltmore Family Office, LLC | 30,797 | $2.97M | 0.42% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 30,946 | $2.99M | 0.89% | −573−1.8% | Reduced |
| Caldwell Trust Co | 30,977 | $2.99M | 0.27% | +1,555+5.3% | Added |
| Kentucky Retirement Systems | 72,798 | $2.99M | 0.22% | +3,615+5.2% | Added |
| LongView Wealth Management | 31,250 | $3.00M | 0.75% | −3,496−10.1% | Reduced |
| Dark Forest Capital Management LP | 31,084 | $3.00M | 0.27% | −24,944−44.5% | Reduced |
| Buckingham Strategic Partners | 31,120 | $3.00M | 0.03% | −4,417−12.4% | Reduced |
| South State Corp. | 31,260 | $3.02M | 0.14% | +284+0.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 31,475 | $3.04M | 1.41% | −1,241−3.8% | Reduced |
| Spartan Wealth Advisory Services LLC | 31,504 | $3.04M | 0.27% | +31,504 | New |
| North Dakota State Investment Board | 31,921 | $3.08M | 0.13% | −5,871−15.5% | Reduced |
| Bleakley Financial Group, LLC | 31,928 | $3.08M | 0.05% | −93−0.3% | Reduced |
| Marshall Financial Group LLC | 31,999 | $3.09M | 0.49% | +839+2.7% | Added |
| Intact Investment Management Inc. | 32,100 | $3.10M | 0.09% | 00.0% | Unchanged |
| M3 Wealth Management, LLC | 32,110 | $3.10M | 2.39% | +53+0.2% | Added |
| Mutual Advisors, LLC | 32,405 | $3.13M | 0.07% | +2,858+9.7% | Added |
| GAM Holding AG | 32,510 | $3.14M | 0.28% | −21,923−40.3% | Reduced |
| First National Trust Co | 32,522 | $3.14M | 0.11% | −302−0.9% | Reduced |
| Great Lakes Advisors, LLC | 32,680 | $3.15M | 0.03% | +1,253+4.0% | Added |
| Perigon Wealth Management, LLC | 32,726 | $3.16M | 0.06% | +4,820+17.3% | Added |
| Little House Capital LLC | 32,797 | $3.17M | 0.82% | +457+1.4% | Added |
| Leelyn Smith, LLC | 32,814 | $3.17M | 0.44% | +1,144+3.6% | Added |
| Adalta Capital Management LLC | 32,838 | $3.17M | 1.52% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 32,884 | $3.17M | 0.02% | +8,447+34.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 32,886 | $3.17M | 0.11% | −331−1.0% | Reduced |
| Danske Bank A/S | 32,963 | $3.18M | 0.01% | +5,500+20.0% | Added |
| Pettyjohn, Wood & White, Inc | 32,980 | $3.18M | 0.51% | −46−0.1% | Reduced |
| Ieq Capital, LLC | 33,131 | $3.20M | 0.01% | +286+0.9% | Added |
| Woodmont Investment Counsel LLC | 33,202 | $3.20M | 0.20% | +264+0.8% | Added |
| Rockline Wealth Management, LLC | 33,353 | $3.22M | 0.70% | −850−2.5% | Reduced |
| apricus wealth, LLC | 33,377 | $3.22M | 1.57% | +1,035+3.2% | Added |
| Courier Capital LLC | 33,446 | $3.23M | 0.18% | +68+0.2% | Added |
| Plan Group Financial, LLC | 33,672 | $3.25M | 0.76% | +3,029+9.9% | Added |
| Walsky Investment Management, Inc. | 33,858 | $3.25M | 3.32% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 33,711 | $3.25M | 0.06% | +2,696+8.7% | Added |
| West Paces Advisors Inc. | 33,747 | $3.26M | 0.63% | 00.0% | Unchanged |
| Lantz Financial LLC | 33,795 | $3.26M | 0.67% | −107−0.3% | Reduced |
| Texas Yale Capital Corp. | 33,901 | $3.27M | 0.09% | −20.0% | Reduced |
| Avantax Planning Partners, Inc. | 33,976 | $3.28M | 0.09% | −4,860−12.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,042 | $3.29M | 0.40% | +8,610+33.9% | Added |
| Parallax Volatility Advisers, L.P. | 35,746 | $3.29M | 0.14% | +35,746 | New |
| IFP Advisors, Inc | 34,285 | $3.31M | 0.07% | −2,829−7.6% | Reduced |
| Sovereign Financial Group, Inc. | 34,294 | $3.31M | 0.58% | −1,269−3.6% | Reduced |
| KCM Investment Advisors LLC | 34,328 | $3.31M | 0.11% | +115+0.3% | Added |
| Birmingham Capital Management Co Inc | 34,550 | $3.33M | 1.41% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 34,700 | $3.35M | 0.17% | 00.0% | Unchanged |
| Everence Capital Management Inc | 34,801 | $3.36M | 0.20% | 00.0% | Unchanged |
| Slagle Financial, LLC | 34,803 | $3.36M | 1.11% | +1,297+3.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 34,847 | $3.36M | 0.23% | +598+1.7% | Added |