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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 2,323 | $224.2K | 0.02% | +1,300+127.1% | Added |
| Sonata Capital Group Inc | 2,325 | $224.4K | 0.08% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 2,325 | $224.4K | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,326 | $224.5K | 0.09% | +246+11.8% | Added |
| Accredited Investors Inc. | 2,329 | $224.8K | 0.01% | −117−4.8% | Reduced |
| Goldstein Advisors, LLC | 2,329 | $224.8K | 0.02% | +2,329 | New |
| R.H. Investment Group, LLC | 2,317 | $225.1K | 0.17% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,335 | $225.4K | 0.09% | −30−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,337 | $225.6K | 0.00% | −88−3.6% | Reduced |
| Steinberganna Wealth Management | 2,345 | $226.4K | 0.11% | +18+0.8% | Added |
| Wealth Architects, LLC | 2,348 | $226.6K | 0.02% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 2,359 | $227.7K | 0.23% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,363 | $228.1K | 0.15% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 2,411 | $228.2K | 0.15% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,364 | $228.2K | 0.03% | −37−1.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,366 | $228.4K | 0.05% | +22+0.9% | Added |
| Essex Investment Management Co LLC | 2,367 | $228.5K | 0.04% | −24−1.0% | Reduced |
| MPS Loria Financial Planners, LLC | 2,374 | $229.1K | 0.06% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 2,381 | $229.8K | 0.31% | +25+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 2,371 | $229.8K | 0.00% | −345−12.7% | Reduced |
| Axecap Investments, LLC | 2,382 | $229.9K | 0.16% | +5+0.2% | Added |
| Partners in Financial Planning | 2,386 | $230.3K | 0.04% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,389 | $230.6K | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 2,393 | $231.0K | 0.07% | +23+1.0% | Added |
| Charles Schwab Trust Co | 2,400 | $231.6K | 0.02% | −2,660−52.6% | Reduced |
| Forbes Financial Planning, Inc. | 2,404 | $232.0K | 0.13% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,412 | $232.8K | 0.08% | +2,412 | New |
| Colonial River Wealth Management, LLC | 2,414 | $233.0K | 0.08% | −780−24.4% | Reduced |
| Commonwealth Financial Services, LLC | 2,414 | $233.0K | 0.04% | +2,414 | New |
| LifePlan Investment Advisors, Inc. | 2,414 | $233.0K | 0.09% | +2,414 | New |
| Prevail Innovative Wealth Advisors, LLC | 2,416 | $233.2K | 0.04% | +11+0.5% | Added |
| Live Oak Investment Partners | 2,422 | $233.8K | 0.14% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,422 | $233.8K | 0.00% | +2,422 | New |
| FSM Wealth Advisors, LLC | 2,423 | $233.9K | 0.03% | +2,423 | New |
| Brian Low Financial Group, LLC | 2,425 | $234.1K | 0.16% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 2,426 | $234.2K | 0.33% | +18+0.7% | Added |
| Innova Wealth Partners | 2,430 | $234.5K | 0.11% | −28−1.1% | Reduced |
| Victory Financial Group, LLC | 2,434 | $235.0K | 0.03% | +2,434 | New |
| Sentinus, LLC | 2,443 | $235.8K | 0.02% | −274−10.1% | Reduced |
| Heritage Investment Group, Inc. | 2,445 | $236.0K | 0.04% | +10.0% | Added |
| Tevis Investment Management | 2,449 | $236.4K | 0.13% | +24+1.0% | Added |
| Triton Wealth Management, PLLC | 2,449 | $236.5K | 0.09% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,452 | $236.7K | 0.03% | +2,452 | New |
| Fiduciary Planning LLC | 2,453 | $236.8K | 0.07% | 00.0% | Unchanged |
| Athena Investment Management | 2,458 | $237.2K | 0.12% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 2,462 | $237.6K | 0.03% | +2+0.1% | Added |
| FDx Advisors, Inc. | 2,463 | $238.0K | 0.08% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2,474 | $238.0K | 0.07% | +10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,465 | $238.0K | 0.00% | +1,264+105.2% | Added |
| Legacy Advisors, LLC | 2,470 | $238.4K | 0.03% | −215−8.0% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,481 | $239.5K | 0.08% | +2+0.1% | Added |
| Monetary Solutions, Ltd | 2,483 | $239.7K | 0.23% | 00.0% | Unchanged |
| Bluebird Wealth Management LLC | 2,484 | $239.8K | 0.25% | +2,484 | New |
| Forbes J M & Co LLP | 2,488 | $240.1K | 0.02% | 00.0% | Unchanged |
| William John Sempolinski | 2,488 | $240.1K | 0.12% | 00.0% | Unchanged |
| Perpetual Ltd | 2,488 | $240.1K | 0.00% | +2,488 | New |
| Accel Wealth Management | 2,490 | $240.3K | 0.06% | −30−1.2% | Reduced |
| Fayez Sarofim & Co | 2,500 | $241.3K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $241.3K | 0.14% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $241.3K | 0.18% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,500 | $241.3K | 0.04% | +2,500 | New |
| DV Trading LLC | 2,500 | $241.3K | 0.02% | +2,500 | New |
| Per Stirling Capital Management, LLC. | 2,503 | $241.6K | 0.03% | −50−2.0% | Reduced |
| Enterprise Financial Services Corp | 2,509 | $242.2K | 0.12% | +2,509 | New |
| Cornerstone Planning Group LLC | 2,528 | $242.4K | 0.03% | +66+2.7% | Added |
| Prosperity Bancshares Inc | 2,518 | $243.0K | 0.19% | +623+32.9% | Added |
| Revolve Wealth Partners, LLC | 2,523 | $243.5K | 0.03% | +218+9.5% | Added |
| Fagan Associates, Inc. | 2,524 | $243.6K | 0.03% | −1,261−33.3% | Reduced |
| Santori & Peters | 2,525 | $243.7K | 0.08% | +18+0.7% | Added |
| Legacy Edge Advisors, LLC | 2,529 | $244.1K | 0.03% | −150−5.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,530 | $244.2K | 0.00% | −844−25.0% | Reduced |
| Whalen Wealth Management Inc. | 2,530 | $244.2K | 0.13% | +2+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,540 | $245.2K | 0.07% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,543 | $245.4K | 0.00% | +2,543 | New |
| Lewis Asset Management, LLC | 2,545 | $245.6K | 0.10% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,548 | $245.9K | 0.02% | −509−16.7% | Reduced |
| Asset One Wealth Management LLC | 2,677 | $246.1K | 0.03% | +2,677 | New |
| Aldebaran Financial Inc. | 2,550 | $246.1K | 0.23% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,550 | $246.1K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,556 | $246.7K | 0.04% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 2,565 | $247.6K | 0.15% | −275−9.7% | Reduced |
| Barlow Wealth Partners, Inc. | 2,620 | $247.6K | 0.03% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,573 | $248.3K | 4.29% | 00.0% | Unchanged |
| Brighton Securities Corp. | 2,578 | $248.8K | 0.12% | +14+0.5% | Added |
| Delta Investment Management, LLC | 2,581 | $249.1K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,585 | $249.5K | 0.03% | −5−0.2% | Reduced |
| Laffer Tengler Investments | 2,600 | $251.0K | 0.04% | −8−0.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,600 | $251.0K | 0.08% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,600 | $251.0K | 0.01% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 2,601 | $251.0K | 0.10% | +125+5.0% | Added |
| Rockbridge Investment Management, LCC | 2,606 | $251.6K | 0.02% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,606 | $251.6K | 0.01% | −22−0.8% | Reduced |
| Consilium Wealth Advisory, LLC | 2,618 | $252.7K | 0.09% | +2,618 | New |
| Nordwand Advisors, LLC | 2,621 | $253.0K | 0.04% | −300−10.3% | Reduced |
| First Financial Bankshares Inc | 2,622 | $253.1K | 0.01% | −887−25.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,623 | $253.2K | 0.04% | −129−4.7% | Reduced |
| Francis Financial, Inc. | 2,633 | $254.1K | 0.05% | +35+1.3% | Added |
| Nova R Wealth, Inc. | 2,642 | $255.0K | 0.08% | +20+0.8% | Added |
| Astoria Portfolio Advisors LLC. | 2,720 | $255.1K | 0.05% | −8−0.3% | Reduced |
| Code Waechter LLC | 2,643 | $255.1K | 0.15% | −711−21.2% | Reduced |