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; 2,370 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 194 | $18.7K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 196 | $18.9K | 0.01% | +2+1.0% | Added |
| Navigoe, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $19.3K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 208 | $20.1K | 0.02% | +208 | New |
| Private Wealth Management Group, LLC | 211 | $20.4K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 213 | $20.6K | 0.01% | +158+287.3% | Added |
| Johnson Financial Group, Inc. | 213 | $20.6K | 0.00% | −1,230−85.2% | Reduced |
| Wolff Wiese Magana LLC | 220 | $21.2K | 0.01% | −10−4.3% | Reduced |
| Fourth Dimension Wealth, LLC | 225 | $21.7K | 0.01% | −103−31.4% | Reduced |
| SJS Investment Consulting Inc. | 227 | $21.9K | 0.00% | +112+97.4% | Added |
| Wall Street Access Asset Management, LLC | 240 | $22.0K | 0.01% | +240 | New |
| New England Capital Financial Advisors LLC | 235 | $22.7K | 0.01% | +2+0.9% | Added |
| Wellington Grp LLC | 236 | $22.8K | 0.01% | −53−18.3% | Reduced |
| Blueline Advisors LLC | 238 | $23.0K | 0.02% | +14+6.3% | Added |
| Quaker Wealth Management, LLC | 239 | $23.1K | 0.01% | −496−67.5% | Reduced |
| Marquette Asset Management, LLC | 246 | $23.7K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 246 | $23.7K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $24.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 253 | $24.4K | 0.00% | −10−3.8% | Reduced |
| Basepoint Wealth LLC | 254 | $24.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 255 | $24.7K | 0.01% | +255 | New |
| Scarborough Advisors, LLC | 259 | $25.0K | 0.00% | +259 | New |
| Clark Wealth Partners | 267 | $25.8K | 0.02% | +2+0.8% | Added |
| Bullseye Investment Management, LLC | 271 | $26.2K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 277 | $26.7K | 0.01% | +5+1.8% | Added |
| 1015 Capital Partners, LLC | 278 | $26.8K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 286 | $27.6K | 0.01% | +33+13.0% | Added |
| Loomis Sayles & Co L P | 288 | $27.8K | 0.00% | −112−28.0% | Reduced |
| Retirement Wealth Solutions LLC | 297 | $28.7K | 0.02% | −2−0.7% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $29.0K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 305 | $29.4K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 305 | $29.5K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 308 | $29.7K | 0.00% | −110−26.3% | Reduced |
| J.Safra Asset Management Corp | 309 | $29.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 314 | $30.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 316 | $30.5K | 0.01% | +316 | New |
| YANKCOM Partnership | 319 | $30.8K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 326 | $31.4K | 0.02% | +3+0.9% | Added |
| NVWM, LLC | 327 | $31.6K | 0.01% | +5+1.6% | Added |
| TopTier Wealth Management, LLC | 330 | $31.9K | 0.02% | +330 | New |
| Napier Financial, LLC | 336 | $32.5K | 0.01% | +336 | New |
| Pension & Wealth Management Advisors, Inc. | 345 | $33.3K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 348 | $33.6K | 0.02% | +348 | New |
| FWL Investment Management, LLC | 350 | $33.8K | 0.01% | −278−44.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 350 | $33.8K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 360 | $34.0K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 354 | $34.2K | 0.03% | +171+93.4% | Added |
| Cornerstone Financial Management LLC | 360 | $34.7K | 0.03% | +56+18.4% | Added |
| Chilton Capital Management LLC | 361 | $34.8K | 0.00% | −15−4.0% | Reduced |
| Basso Capital Management, L.P. | 370 | $35.7K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 381 | $36.8K | 0.01% | +49+14.8% | Added |
| Covestor Ltd | 385 | $37.0K | 0.03% | −274−41.6% | Reduced |
| Beacon Financial Strategies CORP | 387 | $37.3K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 387 | $37.4K | 0.02% | +149+62.6% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 389 | $37.5K | 0.02% | +389 | New |
| First Community Trust NA | 400 | $38.6K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 417 | $40.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 426 | $41.1K | 0.02% | +1+0.2% | Added |
| MidFirst Bank | 426 | $41.1K | 0.00% | +34+8.7% | Added |
| Lodestone Wealth Management LLC | 443 | $42.8K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 443 | $42.8K | 0.02% | +67+17.8% | Added |
| Kemnay Advisory Services Inc. | 448 | $43.2K | 0.01% | −199−30.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 448 | $43.2K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 449 | $43.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $43.4K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 453 | $43.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 456 | $44.0K | 0.01% | +2+0.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 456 | $44.0K | 0.00% | +97+27.0% | Added |
| High Note Wealth, LLC | 464 | $44.8K | 0.01% | +71+18.1% | Added |
| Opal Wealth Advisors, LLC | 470 | $45.4K | 0.01% | +470 | New |
| Missouri Trust & Investment Co | 470 | $45.4K | 0.01% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 470 | $45.4K | 0.04% | +470 | New |
| CGC Financial Services, LLC | 493 | $47.6K | 0.01% | +200+68.3% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $48.3K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 505 | $48.7K | 0.02% | +373+282.6% | Added |
| Joseph Group Capital Management | 509 | $49.1K | 0.01% | +316+163.7% | Added |
| Community Financial Services Group, LLC | 511 | $49.5K | 0.01% | +511 | New |
| Ankerstar Wealth, LLC | 513 | $49.6K | 0.05% | +224+77.5% | Added |
| Advocate Investing Services LLC | 529 | $51.1K | 0.04% | 00.0% | Unchanged |
| Curat Global, LLC | 534 | $51.5K | 0.05% | −40−7.0% | Reduced |
| WPG Advisers, LLC | 540 | $52.1K | 0.04% | +74+15.9% | Added |
| MPWM Advisory Solutions, LLC | 544 | $52.5K | 0.03% | 00.0% | Unchanged |
| Entrust Financial LLC | 545 | $52.6K | 0.04% | −155−22.1% | Reduced |
| Strive Financial Group ,LLC | 551 | $53.0K | 0.03% | +4+0.7% | Added |
| Tompkins Financial Corp | 555 | $53.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 560 | $54.0K | 0.01% | +4+0.7% | Added |
| Darwin Advisors, LLC | 573 | $55.3K | 0.02% | −1−0.2% | Reduced |
| Pacifica Partners Inc. | 580 | $56.0K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 591 | $57.0K | 0.01% | +6+1.0% | Added |
| CrossGen Wealth, LLC | 594 | $57.3K | 0.05% | +2+0.3% | Added |
| Investment Research & Advisory Group, Inc. | 504 | $57.8K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 600 | $57.9K | 0.05% | 00.0% | Unchanged |
| Bravera Wealth | 600 | $57.9K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 600 | $57.9K | 0.01% | +600 | New |
| HighMark Wealth Management LLC | 623 | $60.1K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 632 | $61.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 640 | $61.8K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 642 | $62.0K | 0.04% | −301−31.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 650 | $62.3K | 0.03% | −800−55.2% | Reduced |