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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 34,882 | $3.37M | 0.01% | +1,154+3.4% | Added |
| Anchyra Partners LLC | 34,895 | $3.37M | 1.02% | +159+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 35,233 | $3.40M | 0.05% | +50+0.1% | Added |
| Gateway Wealth Partners, LLC | 35,564 | $3.43M | 0.13% | +20,471+135.6% | Added |
| Quadrant Capital Group LLC | 35,996 | $3.47M | 0.10% | +13,854+62.6% | Added |
| RiverFront Investment Group, LLC | 36,052 | $3.48M | 0.05% | +27,838+338.9% | Added |
| Financial Advisory Service, Inc. | 36,109 | $3.49M | 0.22% | +1,301+3.7% | Added |
| OneAscent Wealth Management LLC | 36,274 | $3.50M | 1.16% | −1,123−3.0% | Reduced |
| Summit Trail Advisors, LLC | 36,308 | $3.50M | 0.05% | +13,652+60.3% | Added |
| Capital International Sarl | 36,430 | $3.52M | 0.06% | +14,053+62.8% | Added |
| Empirical Finance, LLC | 36,507 | $3.52M | 0.17% | −46−0.1% | Reduced |
| Family Legacy, Inc. | 36,694 | $3.54M | 1.06% | +966+2.7% | Added |
| All Terrain Financial Advisors, LLC | 36,741 | $3.55M | 1.11% | −3,694−9.1% | Reduced |
| Stonebridge Financial Group, LLC | 36,881 | $3.56M | 0.29% | +1,228+3.4% | Added |
| High Point Wealth Management, LLC | 36,919 | $3.56M | 3.44% | +1,363+3.8% | Added |
| Miller Howard Investments Inc | 36,976 | $3.57M | 0.10% | +2,822+8.3% | Added |
| Citizens National Bank Trust Department | 37,387 | $3.61M | 0.60% | +7,716+26.0% | Added |
| Centaurus Financial, Inc. | 37,474 | $3.62M | 0.17% | +1,111+3.1% | Added |
| JPL Wealth Management, LLC | 37,478 | $3.62M | 0.83% | +191+0.5% | Added |
| Profund Advisors LLC | 37,565 | $3.63M | 0.13% | −17,093−31.3% | Reduced |
| Peapack Gladstone Financial Corp | 38,167 | $3.68M | 0.05% | −1,903−4.7% | Reduced |
| Cary Street Partners Financial LLC | 38,240 | $3.69M | 0.09% | +229+0.6% | Added |
| Wolverine Asset Management LLC | 38,380 | $3.70M | 0.06% | +10,143+35.9% | Added |
| Canandaigua National Corp | 38,786 | $3.74M | 0.34% | +38,786 | New |
| Glenview Trust Co | 38,800 | $3.74M | 0.06% | −31,205−44.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 38,856 | $3.75M | 0.33% | −935−2.3% | Reduced |
| Smartleaf Asset Management LLC | 38,791 | $3.76M | 0.14% | +2,513+6.9% | Added |
| First Bank & Trust | 39,043 | $3.77M | 0.61% | −4,276−9.9% | Reduced |
| Vise Technologies, Inc. | 43,729 | $3.81M | 0.07% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 39,541 | $3.82M | 0.10% | −5,357−11.9% | Reduced |
| Essex Financial Services, Inc. | 39,629 | $3.82M | 0.21% | −505−1.3% | Reduced |
| Concord Asset Management, LLC | 39,679 | $3.83M | 0.65% | +3,996+11.2% | Added |
| Great Lakes Retirement, Inc. | 39,717 | $3.83M | 0.40% | +1,537+4.0% | Added |
| Kingsview Wealth Management, LLC | 39,771 | $3.84M | 0.05% | −511−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 39,979 | $3.86M | 0.06% | −8,093−16.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 40,153 | $3.88M | 0.15% | −100−0.2% | Reduced |
| Robbins Farley LLC | 40,255 | $3.89M | 1.72% | +640+1.6% | Added |
| Fifth Third Wealth Advisors LLC | 40,419 | $3.90M | 0.13% | +29,459+268.8% | Added |
| Sigma Planning Corp | 40,463 | $3.91M | 0.11% | −1,693−4.0% | Reduced |
| Saudi Central Bank | 40,643 | $3.92M | 0.08% | +40,643 | New |
| Boston Partners | 40,704 | $3.93M | 0.00% | +2,704+7.1% | Added |
| Ameritas Investment Partners, Inc. | 40,735 | $3.93M | 0.12% | +1,240+3.1% | Added |
| Daymark Wealth Partners, LLC | 40,851 | $3.94M | 0.12% | −1,524−3.6% | Reduced |
| Callan Family Office, LLC | 41,697 | $4.02M | 0.09% | −1,798−4.1% | Reduced |
| Bank Ozk | 41,805 | $4.04M | 1.42% | +1,946+4.9% | Added |
| Park Avenue Securities LLC | 41,852 | $4.04M | 0.03% | +1,688+4.2% | Added |
| Palisade Asset Management, LLC | 41,907 | $4.04M | 0.41% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 42,063 | $4.06M | 1.38% | +6,512+18.3% | Added |
| Mainstay Capital Management LLC | 42,202 | $4.07M | 0.31% | +1,039+2.5% | Added |
| TrueWealth Advisors, LLC | 42,229 | $4.08M | 1.03% | −1,667−3.8% | Reduced |
| Buckhead Capital Management LLC | 42,454 | $4.10M | 1.54% | −582−1.4% | Reduced |
| Skopos Labs, Inc. | 42,483 | $4.10M | 0.13% | +12,970+43.9% | Added |
| Tortoise Capital Advisors, L.L.C. | 42,495 | $4.10M | 0.04% | +1,103+2.7% | Added |
| First National Advisers, LLC | 42,532 | $4.10M | 0.60% | +6,023+16.5% | Added |
| Wills Financial Group LLC | 44,711 | $4.16M | 1.57% | −305−0.7% | Reduced |
| Canada Pension Plan Investment Board | 43,571 | $4.21M | 0.00% | −40,145−48.0% | Reduced |
| MTM Investment Management, LLC | 43,647 | $4.21M | 1.33% | +210.0% | Added |
| Laurel Wealth Advisors LLC | 46,325 | $4.25M | 0.42% | −475−1.0% | Reduced |
| Acadian Asset Management LLC | 44,127 | $4.26M | 0.01% | +46+0.1% | Added |
| New Age Alpha Advisors, LLC | 44,117 | $4.26M | 0.20% | +36,266+461.9% | Added |
| Portman Square Capital LLP | 44,375 | $4.28M | 0.65% | −3,254−6.8% | Reduced |
| Red Cedar Investment Management, LLC | 44,607 | $4.31M | 0.45% | −290−0.6% | Reduced |
| First Citizens Bank & Trust Co | 44,711 | $4.32M | 0.09% | +2,239+5.3% | Added |
| Cullen Investment Group, Ltd. | 44,833 | $4.33M | 0.57% | −33,167−42.5% | Reduced |
| Concord Wealth Partners | 44,835 | $4.33M | 0.56% | +4,056+9.9% | Added |
| Diversified Enterprises, LLC | 44,945 | $4.34M | 0.24% | −93−0.2% | Reduced |
| Cushing Asset Management, LP | 45,000 | $4.34M | 0.22% | 00.0% | Unchanged |
| Umb Bank N A | 45,046 | $4.35M | 0.06% | −7,337−14.0% | Reduced |
| MUFG Securities EMEA plc | 45,112 | $4.35M | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 45,115 | $4.35M | 1.23% | +1,246+2.8% | Added |
| Rench Wealth Management, Inc. | 45,412 | $4.38M | 1.32% | −10.0% | Reduced |
| Waterloo Capital, L.P. | 45,995 | $4.44M | 0.31% | +2,233+5.1% | Added |
| Capitolis Liquid Global Markets LLC | 46,000 | $4.44M | 0.03% | +46,000 | New |
| GWN Securities Inc. | 46,118 | $4.45M | 0.85% | −2,101−4.4% | Reduced |
| Clearstead Advisors, LLC | 46,540 | $4.49M | 0.04% | −10,740−18.8% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 46,567 | $4.49M | 0.02% | +46,567 | New |
| Jain Global LLC | 46,624 | $4.50M | 0.06% | +46,624 | New |
| Bailard, Inc. | 46,844 | $4.52M | 0.10% | +26+0.1% | Added |
| Ci Investments Inc. | 47,294 | $4.56M | 0.02% | +19,400+69.5% | Added |
| Apollon Financial, LLC | 47,368 | $4.57M | 0.63% | +130.0% | Added |
| Marble Wealth, LLC | 47,988 | $4.63M | 0.81% | −2,969−5.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 48,066 | $4.64M | 0.05% | +7,311+17.9% | Added |
| Wesbanco Bank Inc | 48,235 | $4.66M | 0.13% | −310−0.6% | Reduced |
| Brown Advisory Inc | 48,269 | $4.66M | 0.01% | +513+1.1% | Added |
| Kentucky Trust Co | 48,916 | $4.72M | 2.47% | −482−1.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 49,063 | $4.74M | 0.23% | +546+1.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 49,147 | $4.74M | 0.05% | −18,119−26.9% | Reduced |
| Norinchukin Bank, The | 49,358 | $4.76M | 0.06% | −67−0.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 49,581 | $4.79M | 0.27% | +41,535+516.2% | Added |
| Abn Amro Investment Solutions | 49,863 | $4.81M | 0.06% | +6,163+14.1% | Added |
| Hengehold Capital Management LLC | 50,128 | $4.84M | 0.42% | +291+0.6% | Added |
| New Mexico Educational Retirement Board | 50,587 | $4.88M | 0.15% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 50,601 | $4.88M | 0.49% | −1,835−3.5% | Reduced |
| Omers Administration Corp | 50,628 | $4.89M | 0.03% | +11,448+29.2% | Added |
| Morgan Dempsey Capital Management LLC | 50,677 | $4.89M | 2.23% | −1,552−3.0% | Reduced |
| Montag A & Associates Inc | 50,692 | $4.89M | 0.23% | +3,541+7.5% | Added |
| Sagespring Wealth Partners, LLC | 50,736 | $4.90M | 0.09% | +44+0.1% | Added |
| Coastal Bridge Advisors, LLC | 50,822 | $4.91M | 0.35% | +489+1.0% | Added |
| American Trust Investment Advisors, LLC | 51,116 | $4.93M | 2.73% | +86+0.2% | Added |
| Longbow Finance SA | 51,158 | $4.94M | 0.89% | 00.0% | Unchanged |