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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 82,004 | $7.91M | 0.19% | +74,948+1,062.2% | Added |
| Lifeworks Advisors, LLC | 82,319 | $7.95M | 1.02% | +13,637+19.9% | Added |
| Equitable Holdings, Inc. | 91,214 | $7.98M | 0.05% | +8,858+10.8% | Added |
| TD Waterhouse Canada Inc. | 82,588 | $7.98M | 0.02% | +5,589+7.3% | Added |
| United Capital Financial Advisers, LLC | 82,751 | $7.99M | 0.05% | +2,110+2.6% | Added |
| Gulf International Bank (UK) Ltd | 85,152 | $8.22M | 0.18% | +29,640+53.4% | Added |
| Sky Investment Group LLC | 85,515 | $8.25M | 1.41% | +296+0.3% | Added |
| Advocate Group LLC | 85,820 | $8.28M | 1.30% | +340.0% | Added |
| Teachers Retirement System of the State of Kentucky | 85,856 | $8.29M | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 86,012 | $8.30M | 0.11% | +1,078+1.3% | Added |
| UniSuper Management Pty Ltd | 86,987 | $8.40M | 0.05% | −1,697−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 87,366 | $8.43M | 0.10% | −202−0.2% | Reduced |
| Chronos Wealth Management, LLC | 87,955 | $8.49M | 4.11% | −407−0.5% | Reduced |
| Farmers Trust Co | 88,802 | $8.57M | 1.35% | +19,724+28.6% | Added |
| Rafferty Asset Management, LLC | 89,114 | $8.60M | 0.03% | −32,141−26.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 89,632 | $8.65M | 0.59% | −154−0.2% | Reduced |
| Ethic Inc. | 51,547 | $8.69M | 0.14% | +18,918+58.0% | Added |
| Thompson Siegel & Walmsley LLC | 92,003 | $8.88M | 0.16% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 92,213 | $8.90M | 0.07% | +11,669+14.5% | Added |
| Glenmede Trust Co NA | 92,289 | $8.91M | 0.04% | +14,798+19.1% | Added |
| Level Four Advisory Services, LLC | 93,935 | $9.07M | 0.30% | +45,571+94.2% | Added |
| Fiduciary Group LLC | 94,288 | $9.10M | 0.78% | −2,276−2.4% | Reduced |
| Windle Wealth, LLC | 95,318 | $9.20M | 3.89% | +4,400+4.8% | Added |
| Aequim Alternative Investments LP | 95,382 | $9.21M | 0.18% | +70,000+275.8% | Added |
| Dynamic Advisor Solutions LLC | 95,888 | $9.26M | 0.29% | +4,944+5.4% | Added |
| FIL Ltd | 96,060 | $9.27M | 0.01% | −147,261−60.5% | Reduced |
| Thrivent Financial for Lutherans | 96,499 | $9.31M | 0.02% | +859+0.9% | Added |
| Beacon Pointe Advisors, LLC | 97,001 | $9.36M | 0.05% | +21,524+28.5% | Added |
| Trexquant Investment LP | 97,238 | $9.39M | 0.07% | −7,705−7.3% | Reduced |
| Baillie Gifford & Co | 97,770 | $9.44M | 0.01% | −56,848−36.8% | Reduced |
| Am Investment Strategies LLC | 97,871 | $9.45M | 2.08% | +270.0% | Added |
| Foster Victor Wealth Advisors, LLC | 98,650 | $9.47M | 0.54% | +7,034+7.7% | Added |
| Cornerstone Wealth Group, LLC | 104,443 | $9.60M | 0.62% | +8,487+8.8% | Added |
| Principle Wealth Partners LLC | 99,904 | $9.64M | 0.55% | −647−0.6% | Reduced |
| Rothschild Investment LLC | 99,981 | $9.65M | 0.50% | +3,519+3.6% | Added |
| Private Advisor Group, LLC | 100,600 | $9.71M | 0.05% | −5,504−5.2% | Reduced |
| Edgestream Partners, L.P. | 100,794 | $9.73M | 0.32% | +95,462+1,790.4% | Added |
| TCTC Holdings, LLC | 101,128 | $9.76M | 0.28% | −184−0.2% | Reduced |
| Merit Financial Group, LLC | 102,926 | $9.93M | 0.07% | +10,855+11.8% | Added |
| Cullinan Associates Inc | 103,284 | $9.97M | 0.81% | −26,493−20.4% | Reduced |
| KBC Group NV | 103,675 | $10.0M | 0.03% | +2,385+2.4% | Added |
| Lido Advisors, LLC | 104,003 | $10.0M | 0.04% | +7,704+8.0% | Added |
| Harbour Investments, Inc. | 104,027 | $10.0M | 0.15% | +22,478+27.6% | Added |
| Neuberger Berman Group LLC | 104,079 | $10.0M | 0.01% | +8,676+9.1% | Added |
| Atria Investments LLC | 104,367 | $10.1M | 0.11% | +10,055+10.7% | Added |
| Spirepoint Private Client, LLC | 104,493 | $10.1M | 0.96% | +6,862+7.0% | Added |
| Uhlmann Price Securities, LLC | 107,523 | $10.1M | 0.68% | +107,523 | New |
| Allstate Corp | 106,076 | $10.2M | 0.11% | +22,709+27.2% | Added |
| D.A. Davidson & Co. | 106,547 | $10.3M | 0.06% | +7,161+7.2% | Added |
| RFG Advisory, LLC | 106,868 | $10.3M | 0.19% | −11,515−9.7% | Reduced |
| Visionary Wealth Advisors | 106,896 | $10.3M | 0.46% | +5,987+5.9% | Added |
| Azimuth Capital Investment Management LLC | 107,218 | $10.3M | 0.39% | +1,478+1.4% | Added |
| Vinva Investment Management Ltd | 106,848 | $10.4M | 0.13% | +8,587+8.7% | Added |
| Rockland Trust Co | 107,336 | $10.4M | 0.41% | +2,560+2.4% | Added |
| Sequoia Financial Advisors, LLC | 107,975 | $10.4M | 0.06% | +10,449+10.7% | Added |
| ARS Wealth Advisors Group, LLC | 108,109 | $10.4M | 0.88% | +4,928+4.8% | Added |
| Associated Banc-Corp | 109,048 | $10.5M | 0.28% | +16,101+17.3% | Added |
| Concurrent Investment Advisors, LLC | 109,229 | $10.5M | 0.12% | +7,326+7.2% | Added |
| RWC Asset Management LLP | 109,352 | $10.6M | 0.44% | −625−0.6% | Reduced |
| Alerus Financial NA | 109,897 | $10.6M | 0.53% | −38,229−25.8% | Reduced |
| State of Alaska, Department of Revenue | 111,481 | $10.8M | 0.12% | +1,975+1.8% | Added |
| Quadrature Capital Ltd | 112,780 | $10.9M | 0.13% | +112,780 | New |
| Keel Point, LLC | 113,671 | $11.0M | 0.74% | −2,060−1.8% | Reduced |
| Freestone Capital Holdings, LLC | 114,416 | $11.0M | 0.34% | +13,528+13.4% | Added |
| Picton Mahoney Asset Management | 114,444 | $11.0M | 0.12% | +114,444 | New |
| King Luther Capital Management Corp | 114,594 | $11.1M | 0.05% | −35,280−23.5% | Reduced |
| Fairvoy Private Wealth, LLC | 115,123 | $11.1M | 2.65% | +161+0.1% | Added |
| Mutual of America Capital Management LLC | 117,097 | $11.3M | 0.13% | −1,115−0.9% | Reduced |
| Metis Global Partners, LLC | 117,427 | $11.3M | 0.28% | −1,329−1.1% | Reduced |
| Stephens Inc | 118,346 | $11.4M | 0.14% | −1,892−1.6% | Reduced |
| Royal London Asset Management Ltd | 118,674 | $11.5M | 0.02% | −10,186−7.9% | Reduced |
| Advisory Services Network, LLC | 121,399 | $11.7M | 0.16% | −19,316−13.7% | Reduced |
| Signature Wealth Management Group | 121,632 | $11.7M | 4.46% | +490+0.4% | Added |
| Fisher Asset Management, LLC | 122,639 | $11.8M | 0.00% | +3,504+2.9% | Added |
| Oregon Public Employees Retirement Fund | 126,089 | $12.2M | 0.16% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 127,058 | $12.3M | 0.12% | +3,936+3.2% | Added |
| Pinnacle Associates Ltd | 129,017 | $12.5M | 0.16% | +908+0.7% | Added |
| Graham Capital Management, L.P. | 129,217 | $12.5M | 0.42% | +129,217 | New |
| Independent Advisor Alliance | 129,262 | $12.5M | 0.13% | −19,063−12.9% | Reduced |
| Keybank National Association | 130,227 | $12.6M | 0.05% | +5,670+4.6% | Added |
| Bell Bank | 131,097 | $12.7M | 0.54% | +3,196+2.5% | Added |
| Blair William & Co | 131,248 | $12.7M | 0.04% | +2,343+1.8% | Added |
| Weiss Asset Management LP | 131,300 | $12.7M | 0.23% | −201,393−60.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 131,505 | $12.7M | 0.55% | +8,689+7.1% | Added |
| QRG Capital Management, Inc. | 131,935 | $12.7M | 0.13% | +9,273+7.6% | Added |
| Nomura Asset Management International Inc. | 132,416 | $12.8M | 0.02% | −18,274−12.1% | Reduced |
| Klingenstein Fields & Co LP | 132,548 | $12.8M | 0.50% | −1,403−1.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 132,679 | $12.8M | 1.56% | +2,261+1.7% | Added |
| Kanawha Capital Management LLC | 133,603 | $12.9M | 0.91% | +5,047+3.9% | Added |
| Davenport & Co LLC | 134,370 | $13.0M | 0.07% | −2,979−2.2% | Reduced |
| Pathstone Holdings, LLC | 135,153 | $13.0M | 0.05% | +2,281+1.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 137,624 | $13.2M | 0.09% | −761−0.5% | Reduced |
| Biondo Investment Advisors, LLC | 139,164 | $13.4M | 1.72% | +1,365+1.0% | Added |
| Lockheed Martin Investment Management Co | 140,080 | $13.5M | 0.49% | −114,460−45.0% | Reduced |
| Yousif Capital Management, LLC | 140,147 | $13.5M | 0.16% | −3,097−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 140,292 | $13.5M | 0.05% | +50.0% | Added |
| Nissay Asset Management Corp | 141,135 | $13.6M | 0.07% | +2,116+1.5% | Added |
| Capital & Planning, LLC | 143,334 | $13.8M | 8.39% | +127,434+801.5% | Added |
| Advisors Management Group Inc | 145,639 | $14.1M | 2.56% | +5,010+3.6% | Added |
| Bragg Financial Advisors, Inc | 146,424 | $14.1M | 0.45% | +1,288+0.9% | Added |