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 5 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 |
|---|---|---|---|---|---|
| Davis R M Inc | 2,646 | $255.4K | 0.00% | −11−0.4% | Reduced |
| Zevin Asset Management LLC | 2,650 | $255.8K | 0.04% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,650 | $255.8K | 0.05% | +2,650 | New |
| Wealth Group, Ltd. | 2,650 | $256.0K | 0.24% | +2,650 | New |
| Leonteq Securities AG | 2,657 | $256.5K | 0.02% | +119+4.7% | Added |
| Unified Investment Management | 2,662 | $256.9K | 0.26% | +10.0% | Added |
| Meriwether Wealth & Planning, LLC | 2,662 | $256.9K | 0.14% | +20+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $257.1K | 0.00% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 2,666 | $257.3K | 0.12% | −1,073−28.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 2,669 | $257.6K | 0.10% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,671 | $257.8K | 0.04% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,672 | $257.9K | 0.08% | −293−9.9% | Reduced |
| Optas, LLC | 2,674 | $258.1K | 0.04% | +2,674 | New |
| Ardent Capital Management, Inc. | 2,674 | $258.1K | 0.11% | −141−5.0% | Reduced |
| Advance Capital Management, Inc. | 2,674 | $258.1K | 0.01% | +39+1.5% | Added |
| Rainey & Randall Investment Management Inc. | 2,675 | $258.2K | 0.04% | −220−7.6% | Reduced |
| PYA Waltman Capital, LLC | 2,676 | $258.3K | 0.07% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,671 | $258.9K | 0.08% | 00.0% | Unchanged |
| Fragasso Group Inc. | 2,674 | $259.2K | 0.02% | +2,674 | New |
| Garrett Wealth Advisory Group, LLC | 2,692 | $259.8K | 0.05% | +2,692 | New |
| Crew Capital Management, Ltd. | 2,698 | $260.4K | 0.17% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,700 | $260.6K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 2,702 | $260.8K | 0.07% | +4+0.1% | Added |
| Samalin Investment Counsel, LLC | 2,705 | $261.0K | 0.09% | +7+0.3% | Added |
| Kathmere Capital Management, LLC | 2,705 | $261.1K | 0.02% | +36+1.3% | Added |
| CRA Financial Services, LLC | 2,706 | $261.2K | 0.03% | −27−1.0% | Reduced |
| Parkside Financial Bank & Trust | 2,708 | $261.4K | 0.02% | −144−5.0% | Reduced |
| KKM Financial LLC | 3,001 | $261.7K | 0.05% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,715 | $262.1K | 0.11% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 2,721 | $262.6K | 0.18% | +2,721 | New |
| Braun-Bostich & Associates Inc. | 2,736 | $264.1K | 0.17% | +28+1.0% | Added |
| Angeles Wealth Management, LLC | 2,739 | $264.4K | 0.01% | +2,739 | New |
| Enclave Advisors LLC | 2,741 | $264.6K | 0.04% | −105−3.7% | Reduced |
| Midland Wealth Advisors LLC | 2,743 | $264.8K | 0.01% | −2,132−43.7% | Reduced |
| Saxony Capital Management, LLC | 2,748 | $265.2K | 0.15% | +339+14.1% | Added |
| Northwest Bancshares, Inc. | 2,756 | $266.0K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,760 | $266.4K | 0.09% | +1,202+77.2% | Added |
| Chelsea Counsel Co | 2,764 | $266.8K | 0.12% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,765 | $266.9K | 0.15% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,768 | $267.2K | 0.06% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,768 | $267.2K | 0.01% | +113+4.3% | Added |
| Pine Haven Investment Counsel, Inc | 2,773 | $267.6K | 0.20% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,776 | $268.0K | 0.04% | +50+1.8% | Added |
| Evanson Asset Management, LLC | 2,779 | $268.2K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 2,920 | $268.5K | 0.17% | +100+3.5% | Added |
| Gerber, LLC | 2,788 | $269.1K | 0.15% | +5+0.2% | Added |
| First Citizens Financial Corp | 2,790 | $269.3K | 0.13% | −115−4.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,792 | $269.5K | 0.04% | −4,098−59.5% | Reduced |
| Rodgers & Associates, LTD | 2,795 | $269.7K | 0.03% | +22+0.8% | Added |
| Philip James Wealth Mangement, LLC | 2,796 | $269.9K | 0.03% | −146−5.0% | Reduced |
| Physicians Financial Services, Inc. | 2,802 | $270.0K | 0.07% | +2,802 | New |
| McMillan Office, Inc. | 2,800 | $270.3K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,805 | $270.7K | 0.08% | +1,781+173.9% | Added |
| Optiver Holding B.V. | 2,806 | $270.8K | 0.01% | +1,036+58.5% | Added |
| Alteri Wealth LLC | 2,806 | $270.9K | 0.09% | +60+2.2% | Added |
| Royal Fund Management, LLC | 2,807 | $270.9K | 0.03% | +14+0.5% | Added |
| Great Diamond Partners, LLC | 2,808 | $271.0K | 0.05% | +13+0.5% | Added |
| Ipsen Advisor Group LLC | 2,809 | $271.1K | 0.19% | +7+0.2% | Added |
| Octavia Wealth Advisors, LLC | 2,812 | $271.4K | 0.03% | −14−0.5% | Reduced |
| Power Wealth Management LLC | 2,814 | $271.6K | 0.10% | −663−19.1% | Reduced |
| Investment Advisory Services Inc | 2,816 | $271.8K | 0.09% | +52+1.9% | Added |
| Elite Financial, Inc. | 2,818 | $272.0K | 0.12% | −119−4.1% | Reduced |
| Hardin Capital Partners, LLC | 2,824 | $272.5K | 0.13% | +2,824 | New |
| North Star Asset Management Inc | 2,826 | $272.8K | 0.01% | −131−4.4% | Reduced |
| USAdvisors Wealth Management, LLC | 2,825 | $273.0K | 0.09% | −144−4.9% | Reduced |
| 44 Wealth Management LLC | 2,829 | $273.1K | 0.10% | −45−1.6% | Reduced |
| PFC Capital Group, Inc. | 2,850 | $275.0K | 0.12% | −700−19.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,850 | $275.1K | 0.05% | −50−1.7% | Reduced |
| Strategic Advisors LLC | 2,851 | $275.2K | 0.05% | −120−4.0% | Reduced |
| Strathmore Capital Advisors, Inc. | 2,945 | $275.3K | 0.08% | +128+4.5% | Added |
| Glass Wealth Management Co LLC | 2,860 | $276.0K | 0.11% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,863 | $276.3K | 0.10% | +2,863 | New |
| Ostrum Asset Management | 2,866 | $276.6K | 0.02% | +2,310+415.5% | Added |
| Anchor Capital Advisors LLC | 2,875 | $277.5K | 0.01% | −125−4.2% | Reduced |
| Keystone Financial Group, Inc. | 2,875 | $277.5K | 0.14% | +13+0.5% | Added |
| Shufro Rose & Co LLC | 2,879 | $277.9K | 0.02% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 2,879 | $277.9K | 0.04% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,877 | $278.0K | 0.01% | +271+10.4% | Added |
| Councilmark Asset Management, LLC | 2,883 | $278.3K | 0.16% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,885 | $278.4K | 0.02% | −10−0.3% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,892 | $279.1K | 0.16% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,901 | $280.0K | 0.01% | +2,201+314.4% | Added |
| Jacobsen Capital Management | 2,903 | $280.2K | 0.09% | +6+0.2% | Added |
| BCS Private Wealth Management, Inc. | 2,905 | $280.4K | 0.09% | −225−7.2% | Reduced |
| Zullo Investment Group, Inc. | 2,917 | $281.6K | 0.11% | −168−5.4% | Reduced |
| Walsh & Associates, LLC | 2,920 | $281.8K | 0.28% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,926 | $282.0K | 0.03% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,922 | $282.0K | 0.10% | +10.0% | Added |
| Evoke Wealth, LLC | 2,929 | $282.8K | 0.01% | +2,929 | New |
| Oppenheimer Asset Management Inc. | 2,931 | $282.9K | 0.00% | −414−12.4% | Reduced |
| Princeton Global Asset Management LLC | 2,938 | $283.6K | 0.05% | −45−1.5% | Reduced |
| HC Advisors, LLC | 2,938 | $283.6K | 0.19% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,943 | $284.1K | 0.03% | +300+11.4% | Added |
| SCS Capital Management LLC | 2,946 | $284.3K | 0.00% | −1,601−35.2% | Reduced |
| Lazari Capital Management, Inc. | 2,952 | $285.0K | 0.10% | +14+0.5% | Added |
| Brown Financial Advisory | 2,953 | $285.0K | 0.14% | −90−3.0% | Reduced |
| Gilman Hill Asset Management, LLC | 2,970 | $286.7K | 0.04% | −125−4.0% | Reduced |
| Ridgeline Wealth, LLC | 2,972 | $286.9K | 0.21% | −30−1.0% | Reduced |
| LexAurum Advisors, LLC | 2,975 | $287.1K | 0.04% | +2,975 | New |
| Tennessee Valley Asset Management Partners | 2,983 | $287.9K | 0.04% | +574+23.8% | Added |