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 |
|---|---|---|---|---|---|
| Greykasell Wealth Strategies, Inc. | 647 | $62.4K | 0.03% | +81+14.3% | Added |
| CNB Bank | 653 | $63.0K | 0.03% | +149+29.6% | Added |
| Webster Bank, N. A. | 661 | $63.8K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $64.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 665 | $64.1K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 694 | $67.0K | 0.01% | −28−3.9% | Reduced |
| EFG International AG | 696 | $67.2K | 0.00% | +696 | New |
| Highline Wealth Partners LLC | 696 | $67.2K | 0.02% | −1−0.1% | Reduced |
| Purpose Unlimited Inc. | 700 | $67.6K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 700 | $67.6K | 0.00% | +700 | New |
| Ballast Advisors LLC | 702 | $67.8K | 0.02% | +702 | New |
| Canton Hathaway, LLC | 705 | $68.0K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 710 | $68.5K | 0.03% | +324+83.9% | Added |
| Triumph Capital Management | 711 | $68.6K | 0.01% | +138+24.1% | Added |
| Owl Creek Wealth Partners LLC | 711 | $68.6K | 0.02% | +711 | New |
| Olistico Wealth, LLC | 722 | $69.7K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 734 | $70.8K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 736 | $71.0K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 748 | $72.2K | 0.01% | +748 | New |
| Flagship Wealth Advisors, LLC | 800 | $73.5K | 0.03% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 772 | $74.5K | 0.02% | +772 | New |
| Dunhill Financial, LLC | 774 | $74.8K | 0.02% | +6+0.8% | Added |
| Addison Advisors LLC | 778 | $75.1K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 819 | $79.0K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 829 | $80.0K | 0.03% | −823−49.8% | Reduced |
| Chapman Financial Group, LLC | 840 | $81.1K | 0.06% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 844 | $81.5K | 0.02% | +23+2.8% | Added |
| Kozak & Associates, Inc. | 858 | $82.3K | 0.02% | +6+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 868 | $84.0K | 0.03% | +24+2.8% | Added |
| Rossby Financial, LCC | 882 | $85.5K | 0.02% | −53−5.7% | Reduced |
| Roxbury Financial LLC | 896 | $86.4K | 0.08% | +7+0.8% | Added |
| Bayban | 896 | $86.5K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 910 | $87.8K | 0.01% | −3,364−78.7% | Reduced |
| Richardson Financial Services Inc. | 917 | $88.5K | 0.06% | −179−16.3% | Reduced |
| True Link Financial Advisors, LLC | 920 | $88.8K | 0.01% | +920 | New |
| IAG Wealth Partners, LLC | 926 | $89.4K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 947 | $91.4K | 0.03% | +947 | New |
| Kennebec Savings Bank | 958 | $92.5K | 0.08% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 976 | $94.2K | 0.01% | +95+10.8% | Added |
| LRI Investments, LLC | 980 | $94.6K | 0.01% | +45+4.8% | Added |
| GW&K Investment Management, LLC | 984 | $95.0K | 0.00% | +12+1.2% | Added |
| American Capital Advisory, LLC | 997 | $96.2K | 0.04% | +21+2.2% | Added |
| DAGCO, Inc. | 1,000 | $96.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,004 | $96.9K | 0.04% | +10+1.0% | Added |
| Dorato Capital Management | 1,007 | $97.9K | 0.07% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,040 | $100.4K | 0.07% | −5−0.5% | Reduced |
| Trifecta Capital Advisors, LLC | 1,050 | $101.3K | 0.02% | +1,050 | New |
| POM Investment Strategies, LLC | 1,060 | $102.3K | 0.13% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,068 | $103.1K | 0.10% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,078 | $104.1K | 0.05% | +5+0.5% | Added |
| Sofos Investments, Inc. | 1,087 | $104.9K | 0.02% | −100−8.4% | Reduced |
| Group One Trading, L.P. | 1,093 | $105.5K | 0.00% | −318−22.5% | Reduced |
| Stone House Investment Management, LLC | 1,101 | $106.3K | 0.02% | −6−0.5% | Reduced |
| Manning & Napier Advisors LLC | 1,100 | $106.6K | 0.00% | +1,100 | New |
| Ares Financial Consulting, LLC | 1,100 | $106.6K | 0.08% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,117 | $107.8K | 0.09% | −100−8.2% | Reduced |
| Hughes Financial Services, LLC | 1,144 | $110.4K | 0.02% | +25+2.2% | Added |
| Roble, Belko & Company, Inc | 1,154 | $111.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,154 | $111.0K | 0.01% | +1+0.1% | Added |
| Proffitt & Goodson Inc | 1,163 | $112.3K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1,188 | $114.7K | 0.05% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,200 | $115.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,239 | $119.0K | 0.02% | +997+412.0% | Added |
| Strategic Investment Solutions, Inc. | 1,242 | $119.8K | 0.03% | +132+11.9% | Added |
| JNBA Financial Advisors | 1,262 | $121.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $122.6K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,273 | $122.9K | 0.04% | +1,273 | New |
| JFS Wealth Advisors, LLC | 1,288 | $124.3K | 0.01% | −194−13.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,295 | $124.9K | 0.01% | +856+195.0% | Added |
| Nemes Rush Group LLC | 1,306 | $126.0K | 0.01% | +89+7.3% | Added |
| Smallwood Wealth Investment Management, LLC | 1,310 | $126.4K | 0.07% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,320 | $127.4K | 0.03% | +1,320 | New |
| Gen-Wealth Partners Inc | 1,333 | $128.7K | 0.04% | −177−11.7% | Reduced |
| TD Capital Management LLC | 1,342 | $129.5K | 0.01% | +5+0.4% | Added |
| Avanza Fonder AB | 1,373 | $132.5K | 0.00% | +125+10.0% | Added |
| Millstone Evans Group, LLC | 1,381 | $133.3K | 0.08% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,382 | $133.4K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,400 | $135.2K | 0.01% | +3+0.2% | Added |
| Ritter Daniher Financial Advisory LLC | 1,450 | $140.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,459 | $140.8K | 0.01% | −80−5.2% | Reduced |
| Financial Management Professionals, Inc. | 1,472 | $142.1K | 0.02% | +93+6.7% | Added |
| Westpac Banking Corp | 1,474 | $142.3K | 0.01% | −21,681−93.6% | Reduced |
| Barrett & Company, Inc. | 1,486 | $143.4K | 0.05% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,500 | $144.8K | 0.13% | −500−25.0% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $144.8K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,501 | $144.9K | 0.05% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,546 | $149.2K | 0.03% | −1,892−55.0% | Reduced |
| Root Financial Partners, LLC | 1,553 | $149.9K | 0.01% | +504+48.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,574 | $151.9K | 0.01% | +584+59.0% | Added |
| Basecamp Wealth Advisors LLC | 1,586 | $153.1K | 0.03% | −2−0.1% | Reduced |
| Medallion Wealth Advisors, LLC | 1,597 | $154.1K | 0.05% | −106−6.2% | Reduced |
| South Plains Financial, Inc. | 1,605 | $154.9K | 0.09% | −400−20.0% | Reduced |
| RMG Wealth Management LLC | 1,672 | $155.7K | 0.02% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 1,634 | $157.8K | 0.09% | +1,634 | New |
| MV Capital Management, Inc. | 1,691 | $163.2K | 0.02% | +37+2.2% | Added |
| Silvant Capital Management LLC | 1,727 | $166.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,730 | $167.0K | 0.01% | −5−0.3% | Reduced |
| S.A. Mason LLC | 1,733 | $167.3K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,742 | $168.1K | 0.04% | +71+4.2% | Added |
| Community Bank, N.A. | 1,750 | $168.9K | 0.02% | 00.0% | Unchanged |