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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 1,785 | $172.3K | 0.49% | −113,188−98.4% | Reduced |
| PlanVest Financial, Inc | 1,786 | $172.4K | 0.13% | +1,786 | New |
| Aster Capital Management (DIFC) Ltd | 1,892 | $174.0K | 0.06% | −1,023−35.1% | Reduced |
| Proathlete Wealth Management LLC | 1,817 | $175.5K | 0.05% | +10+0.6% | Added |
| Tripletail Wealth Management, LLC | 1,830 | $178.3K | 0.24% | +30+1.7% | Added |
| Capital Advisors, Ltd. LLC | 1,850 | $179.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,867 | $180.2K | 0.28% | +1,867 | New |
| Hager Investment Management Services, LLC | 1,897 | $183.1K | 0.10% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,915 | $184.8K | 0.03% | +106+5.9% | Added |
| Beacon Investment Advisory Services, Inc. | 1,930 | $186.3K | 0.01% | +1,930 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,965 | $189.7K | 0.47% | −506−20.5% | Reduced |
| Old Second National Bank of Aurora | 1,971 | $190.2K | 0.04% | −25−1.3% | Reduced |
| Elequin Capital LP | 1,983 | $191.4K | 0.02% | −4,527−69.5% | Reduced |
| Tower Trust & Investment Co | 2,006 | $193.6K | 0.13% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,030 | $195.9K | 0.05% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 2,076 | $200.1K | 0.04% | +2,076 | New |
| Parcion Private Wealth LLC | 2,074 | $200.2K | 0.01% | +2,074 | New |
| Presidio Capital Management, LLC | 2,074 | $200.2K | 0.06% | +2,074 | New |
| Millennium Capital Advisors, LLC | 2,079 | $200.7K | 0.12% | +2,079 | New |
| Whalerock Point Partners, LLC | 2,079 | $200.7K | 0.04% | +2,079 | New |
| Whittier Trust Co | 2,074 | $201.1K | 0.00% | −137−6.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 2,086 | $201.3K | 0.04% | +2,086 | New |
| Artesa Financial Group, LLC | 2,091 | $201.8K | 0.19% | +2,091 | New |
| Chatterton & Associates Inc. | 2,068 | $201.8K | 0.14% | +2,068 | New |
| BankPlus Wealth Management LLC | 2,093 | $202.0K | 0.10% | +2,093 | New |
| Legacy Bridge, LLC | 2,095 | $202.2K | 0.08% | −205−8.9% | Reduced |
| PFG Advisors | 2,100 | $202.6K | 0.01% | +2,100 | New |
| Private Wealth Partners, LLC | 2,100 | $202.7K | 0.02% | +2,100 | New |
| Heritage Wealth Management, Inc./Texas | 2,100 | $202.7K | 0.09% | +2,100 | New |
| Sharp Financial Services, LLC | 2,100 | $202.7K | 0.10% | +2,100 | New |
| Ewa, LLC | 2,112 | $203.8K | 0.05% | +2,112 | New |
| San Luis Wealth Advisors LLC | 2,112 | $203.9K | 0.03% | +2,112 | New |
| Haven Capital Group, Inc. | 2,113 | $203.9K | 0.19% | −712−25.2% | Reduced |
| Financial Engines Advisors L.L.C. | 2,113 | $203.9K | 0.00% | −1,295−38.0% | Reduced |
| New Hampshire Trust | 2,115 | $204.1K | 0.04% | −742−26.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,123 | $204.9K | 0.04% | +2,123 | New |
| Providence First Trust Co | 2,124 | $205.0K | 0.07% | −656−23.6% | Reduced |
| Guardian Wealth Management, LLC | 2,130 | $205.6K | 0.06% | −216−9.2% | Reduced |
| Baring Financial LLC | 2,131 | $205.7K | 0.13% | +2,131 | New |
| Juno Financial Group LLC | 2,136 | $206.2K | 0.08% | +2,136 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,139 | $206.4K | 0.01% | +2,139 | New |
| Raiffeisen Bank International AG | 2,156 | $207.3K | 0.00% | +668+44.9% | Added |
| Peoples Bank | 2,150 | $207.5K | 0.21% | +2,150 | New |
| REAP Financial Group, LLC | 2,154 | $207.9K | 0.04% | +289+15.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $208.0K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,159 | $208.4K | 0.03% | −384−15.1% | Reduced |
| Gradient Capital Advisors, LLC | 2,164 | $208.9K | 0.05% | +2,164 | New |
| Opinicus Capital, Inc. | 2,165 | $209.0K | 0.15% | −266−10.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,172 | $209.7K | 0.01% | +2,172 | New |
| VSM Wealth Advisory, LLC | 2,184 | $210.8K | 0.06% | +3+0.1% | Added |
| Mascagni Wealth Management, Inc. | 2,186 | $211.0K | 0.15% | +2,186 | New |
| Disciplined Investments, LLC | 2,186 | $211.0K | 0.08% | +2,186 | New |
| New Covenant Trust Company, N.A. | 2,186 | $211.0K | 0.19% | +2,186 | New |
| Grant Private Wealth Management Inc | 2,187 | $211.1K | 0.11% | +2,187 | New |
| Searcy Financial Services Inc | 2,191 | $211.5K | 0.08% | −224−9.3% | Reduced |
| Copia Wealth Management | 2,195 | $211.8K | 0.15% | −100−4.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 2,199 | $212.2K | 0.07% | +2,199 | New |
| Taylor Hoffman Capital Management LLC | 2,200 | $212.3K | 0.07% | −166−7.0% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $212.3K | 0.16% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,200 | $212.3K | 0.02% | +2,200 | New |
| Covenant Asset Management, LLC | 2,200 | $212.3K | 0.04% | +2,200 | New |
| Storen Legacy Partners, LLC | 2,200 | $212.3K | 0.07% | +2,200 | New |
| DT Investment Partners, LLC | 2,201 | $212.4K | 0.02% | −236−9.7% | Reduced |
| ACT Advisors, LLC. | 2,202 | $212.5K | 0.09% | +2,202 | New |
| Strategic Financial Partners, Ltd. | 2,202 | $212.5K | 0.09% | +2,202 | New |
| Islay Capital Management, LLC | 2,203 | $212.6K | 0.11% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 2,206 | $212.9K | 0.14% | +2,206 | New |
| Sterling Wealth Management, Inc. | 2,206 | $212.9K | 0.06% | +2,206 | New |
| Hobart Private Capital, LLC | 2,206 | $213.0K | 0.04% | +2,206 | New |
| Interactive Financial Advisors | 2,208 | $213.1K | 0.14% | +2,208 | New |
| MBA Advisors LLC | 2,213 | $213.6K | 0.08% | +2,213 | New |
| Colton Groome Financial Advisors, LLC | 2,222 | $214.5K | 0.06% | +2,222 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,229 | $215.1K | 0.06% | +2,229 | New |
| Gibson Wealth Advisors LLC | 2,232 | $215.4K | 0.14% | +2,232 | New |
| Garde Capital, Inc. | 2,236 | $215.8K | 0.01% | +2,236 | New |
| William B. Walkup & Associates, Inc. | 2,358 | $216.8K | 0.13% | 00.0% | Unchanged |
| Emprise Bank | 2,248 | $217.0K | 0.09% | +2,248 | New |
| BXM Wealth LLC | 2,250 | $217.2K | 0.17% | +2,250 | New |
| Presper Financial Architects, LLC | 2,252 | $217.4K | 0.13% | +2,252 | New |
| Bogart Wealth, LLC | 2,254 | $217.5K | 0.01% | +188+9.1% | Added |
| Stonebridge Financial Group, LLC | 2,256 | $217.8K | 0.18% | +2,256 | New |
| Perennial Investment Advisors, LLC | 2,262 | $218.4K | 0.02% | +2,262 | New |
| TrustBank | 2,269 | $219.0K | 0.08% | −25−1.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,270 | $219.1K | 0.07% | +2,270 | New |
| Wall Street Financial Group, Inc. | 2,281 | $220.2K | 0.13% | +2,281 | New |
| FSA Investment Group, LLC | 2,285 | $220.5K | 0.09% | −1,008−30.6% | Reduced |
| Spartan Planning & Wealth Management | 2,285 | $220.6K | 0.16% | +2,285 | New |
| Private Management Group Inc | 2,288 | $220.8K | 0.01% | +2,288 | New |
| Black Diamond Financial, LLC | 2,290 | $221.0K | 0.02% | +2,290 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,295 | $221.5K | 0.07% | +15+0.7% | Added |
| Alamar Capital Management, LLC | 2,298 | $221.8K | 0.14% | 00.0% | Unchanged |
| Thayer Partners, LLC | 2,299 | $221.9K | 0.11% | +2,299 | New |
| AllGen Financial Advisors, Inc. | 2,300 | $222.0K | 0.05% | 00.0% | Unchanged |
| Tudor Financial Inc. | 2,301 | $222.1K | 0.11% | +10.0% | Added |
| Warren Street Wealth Advisors, LLC | 2,302 | $222.2K | 0.06% | −98−4.1% | Reduced |
| Auxano Advisors, LLC | 2,305 | $222.5K | 0.04% | −2,066−47.3% | Reduced |
| Stonebrook Private Inc. | 2,306 | $222.6K | 0.05% | −169−6.8% | Reduced |
| Parthenon LLC | 2,307 | $222.7K | 0.03% | 00.0% | Unchanged |
| Bernicke Wealth Management, Ltd. | 2,311 | $223.1K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 2,313 | $223.3K | 0.08% | +13+0.6% | Added |