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 |
|---|---|---|---|---|---|
| Eastern Bank | 51,185 | $4.94M | 0.08% | −69−0.1% | Reduced |
| Credit Agricole S A | 51,259 | $4.95M | 0.02% | −332,218−86.6% | Reduced |
| Morton Community Bank | 51,397 | $4.96M | 1.08% | +785+1.6% | Added |
| Greatmark Investment Partners, Inc. | 51,982 | $5.02M | 0.59% | +276+0.5% | Added |
| IHT Wealth Management, LLC | 52,118 | $5.03M | 0.12% | +25,440+95.4% | Added |
| Oakworth Capital, Inc. | 52,288 | $5.05M | 0.27% | +1,674+3.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 52,401 | $5.06M | 0.03% | −8,029−13.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 53,230 | $5.14M | 0.18% | +125+0.2% | Added |
| We Are One Seven, LLC | 53,653 | $5.18M | 0.10% | +1,157+2.2% | Added |
| GQG Partners LLC | 53,702 | $5.18M | 0.01% | −161−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 53,971 | $5.21M | 0.16% | +21,567+66.6% | Added |
| Meridian Wealth Management, LLC | 53,977 | $5.21M | 0.18% | −293−0.5% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 54,110 | $5.22M | 0.18% | +6,249+13.1% | Added |
| Maryland State Retirement & Pension System | 55,213 | $5.33M | 0.11% | +475+0.9% | Added |
| United Bank | 55,330 | $5.34M | 1.78% | +190.0% | Added |
| Virginia Wealth Management Group, Inc. | 55,464 | $5.35M | 2.87% | +822+1.5% | Added |
| Clearbridge Investments, LLC | 55,714 | $5.38M | 0.00% | −198−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 55,813 | $5.39M | 0.02% | +8,643+18.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 55,964 | $5.40M | 0.85% | +2,003+3.7% | Added |
| Providence Capital Advisors, LLC | 56,063 | $5.41M | 0.88% | +783+1.4% | Added |
| Baugh & Associates, LLC | 56,077 | $5.41M | 2.34% | −333−0.6% | Reduced |
| Louisiana State Employees Retirement System | 56,100 | $5.41M | 0.09% | −100−0.2% | Reduced |
| RSM US Wealth Management LLC | 56,420 | $5.45M | 0.07% | +2,163+4.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,769 | $5.48M | 0.01% | −10,879−16.1% | Reduced |
| Goelzer Investment Management, Inc. | 57,882 | $5.59M | 0.27% | −124−0.2% | Reduced |
| Csenge Advisory Group | 58,154 | $5.61M | 0.26% | +1,357+2.4% | Added |
| Trajan Wealth LLC | 58,544 | $5.65M | 0.24% | +4,157+7.6% | Added |
| Sherman Porfolios, LLC | 58,763 | $5.67M | 0.44% | +58,763 | New |
| AE Wealth Management LLC | 59,051 | $5.70M | 0.03% | −11,293−16.1% | Reduced |
| Wealthcare Advisory Partners LLC | 59,104 | $5.70M | 0.11% | −222−0.4% | Reduced |
| Toroso Investments, LLC | 59,258 | $5.72M | 0.02% | +18,747+46.3% | Added |
| Prudential PLC | 61,381 | $5.92M | 0.05% | +1,049+1.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61,647 | $5.95M | 0.01% | +3,156+5.4% | Added |
| Core Alternative Capital | 61,748 | $5.96M | 1.76% | −4,709−7.1% | Reduced |
| CBOE Vest Financial, LLC | 61,752 | $5.96M | 0.07% | +6,481+11.7% | Added |
| Capital Investment Counsel, LLC | 61,772 | $5.96M | 0.82% | +1,164+1.9% | Added |
| Sciencast Management LP | 62,095 | $5.99M | 0.76% | −6,342−9.3% | Reduced |
| Signaturefd, LLC | 62,249 | $6.01M | 0.09% | +3,749+6.4% | Added |
| Moors & Cabot, Inc. | 62,299 | $6.01M | 0.26% | −4,310−6.5% | Reduced |
| Hartford Investment Management Co | 62,834 | $6.06M | 0.19% | −750−1.2% | Reduced |
| Money Concepts Capital Corp | 63,141 | $6.09M | 0.34% | +3,215+5.4% | Added |
| South Dakota Investment Council | 63,240 | $6.10M | 0.12% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 63,882 | $6.13M | 1.33% | +1,260+2.0% | Added |
| Griffith & Werner, Inc. | 64,207 | $6.20M | 3.07% | −612−0.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 64,221 | $6.20M | 0.47% | +911+1.4% | Added |
| MainStreet Investment Advisors LLC | 64,269 | $6.20M | 0.93% | −1,968−3.0% | Reduced |
| Legacy Financial Independent Advisors LLC | 64,522 | $6.23M | 3.24% | +64,522 | New |
| Apollon Wealth Management, LLC | 64,960 | $6.27M | 0.10% | −4,078−5.9% | Reduced |
| Horizon Investments, LLC | 65,509 | $6.32M | 0.07% | +17,459+36.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 65,741 | $6.34M | 1.28% | +60,681+1,199.2% | Added |
| Agf Management Ltd | 65,920 | $6.36M | 0.03% | +611+0.9% | Added |
| Woodstock Corp | 66,195 | $6.39M | 0.57% | +1,135+1.7% | Added |
| Nordea Investment Management AB | 67,123 | $6.41M | 0.01% | −7,136−9.6% | Reduced |
| Oppenheimer & Co Inc | 66,497 | $6.42M | 0.08% | +1,031+1.6% | Added |
| Mizuho Securities USA LLC | 66,567 | $6.43M | 0.15% | −13,608−17.0% | Reduced |
| Empowered Funds, LLC | 66,631 | $6.43M | 0.04% | +66,631 | New |
| Vestmark Advisory Solutions, Inc. | 66,937 | $6.46M | 0.07% | +57,838+635.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 67,387 | $6.50M | 0.96% | +180.0% | Added |
| Community Bank & Trust, Waco, Texas | 67,460 | $6.51M | 1.31% | +1,074+1.6% | Added |
| Pacer Advisors, Inc. | 68,560 | $6.62M | 0.02% | −30,523−30.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 69,001 | $6.66M | 1.10% | +644+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 69,159 | $6.68M | 0.01% | +25,631+58.9% | Added |
| Alpine Woods Capital Investors, LLC | 69,437 | $6.70M | 1.61% | +13,633+24.4% | Added |
| GLOBALT Investments LLC | 69,675 | $6.72M | 0.24% | −2,328−3.2% | Reduced |
| Hantz Financial Services, Inc. | 70,175 | $6.77M | 0.10% | −3,258−4.4% | Reduced |
| Eventide Asset Management, LLC | 70,433 | $6.81M | 0.11% | −40,409−36.5% | Reduced |
| Old Point Trust & Financial Services N A | 70,708 | $6.82M | 2.19% | −3,250−4.4% | Reduced |
| Telos Capital Management, Inc. | 70,872 | $6.84M | 0.66% | −858−1.2% | Reduced |
| Advisors Asset Management, Inc. | 71,283 | $6.88M | 0.11% | +3,352+4.9% | Added |
| Carson Advisory Inc. | 71,493 | $6.90M | 3.58% | +76+0.1% | Added |
| Massmutual Trust Co FSB | 71,749 | $6.93M | 0.19% | −2,329−3.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 71,755 | $6.93M | 0.33% | −1,954−2.7% | Reduced |
| Carret Asset Management, LLC | 71,813 | $6.93M | 0.68% | −50−0.1% | Reduced |
| StoneX Group Inc. | 72,568 | $7.00M | 0.38% | −31,296−30.1% | Reduced |
| Schnieders Capital Management, LLC. | 73,064 | $7.05M | 1.12% | +12,284+20.2% | Added |
| Jane Street Group, LLC | 73,231 | $7.07M | 0.01% | −47,095−39.1% | Reduced |
| Vident Advisory, LLC | 73,437 | $7.09M | 0.06% | +778+1.1% | Added |
| Nicholas Hoffman & Company, LLC. | 73,555 | $7.10M | 0.16% | +122+0.2% | Added |
| Argent Trust Co | 73,854 | $7.13M | 0.24% | +375+0.5% | Added |
| BFSG, LLC | 73,936 | $7.14M | 0.68% | +1,509+2.1% | Added |
| Marietta Wealth Management, LLC | 74,489 | $7.19M | 0.85% | +2,980+4.2% | Added |
| Coston, McIsaac & Partners | 74,726 | $7.21M | 1.63% | −661−0.9% | Reduced |
| Man Group plc | 75,420 | $7.28M | 0.02% | −185,099−71.1% | Reduced |
| Stratos Wealth Partners, LTD. | 75,700 | $7.31M | 0.08% | −4,798−6.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 75,874 | $7.32M | 0.58% | −100−0.1% | Reduced |
| Anchor Investment Management, LLC | 75,927 | $7.33M | 0.61% | +475+0.6% | Added |
| Albion Financial Group | 76,335 | $7.37M | 0.48% | −314−0.4% | Reduced |
| Naples Global Advisors, LLC | 76,727 | $7.41M | 0.54% | +1,711+2.3% | Added |
| First PREMIER Bank | 77,463 | $7.48M | 1.73% | −2,007−2.5% | Reduced |
| City Holding Co | 77,507 | $7.48M | 0.94% | +1,525+2.0% | Added |
| Prospera Financial Services Inc | 77,859 | $7.52M | 0.12% | −16,027−17.1% | Reduced |
| Aull & Monroe Investment Management Corp | 78,074 | $7.54M | 3.50% | +1,233+1.6% | Added |
| Kempen Capital Management N.V. | 78,300 | $7.56M | 0.07% | −7,961−9.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 78,541 | $7.58M | 0.11% | +2,741+3.6% | Added |
| Integrated Wealth Concepts LLC | 78,934 | $7.62M | 0.06% | +55,400+235.4% | Added |
| Trustmark National Bank Trust Department | 79,005 | $7.63M | 0.49% | +169+0.2% | Added |
| Kestra Private Wealth Services, LLC | 80,185 | $7.74M | 0.10% | +288+0.4% | Added |
| Parkside Investments, LLC | 80,480 | $7.77M | 0.94% | +2,949+3.8% | Added |
| Central Trust Co | 80,755 | $7.79M | 0.15% | +1,054+1.3% | Added |
| Simmons Bank | 81,719 | $7.89M | 0.53% | +5,880+7.8% | Added |