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 |
|---|---|---|---|---|---|
| KRS Capital Management, LLC | 2,986 | $288.3K | 0.18% | +10.0% | Added |
| Luts & Greenleigh Group, Inc | 2,988 | $288.4K | 0.23% | +63+2.2% | Added |
| First National Bank & Trust Co of Newtown | 2,991 | $288.7K | 0.06% | 00.0% | Unchanged |
| PW Nova Financial Services LLC | 2,992 | $288.7K | 0.07% | +2,992 | New |
| Latitude Advisors, LLC | 2,993 | $288.8K | 0.13% | −713−19.2% | Reduced |
| Tiaa Trust, National Association | 2,998 | $289.4K | 0.02% | −69,286−95.9% | Reduced |
| Capital Performance Advisors LLP | 2,998 | $289.4K | 0.02% | +224+8.1% | Added |
| Founders Financial Securities LLC | 2,966 | $289.5K | 0.02% | +322+12.2% | Added |
| Asset Management Advisors, LLC | 3,000 | $289.6K | 0.18% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,000 | $289.6K | 0.05% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 3,001 | $289.7K | 0.01% | +3,001 | New |
| STAR Financial Bank | 3,002 | $289.8K | 0.14% | −38−1.3% | Reduced |
| Cultivar Capital, Inc. | 3,005 | $290.0K | 0.19% | 00.0% | Unchanged |
| FCG Investment Co | 3,013 | $290.8K | 0.13% | +3,013 | New |
| Mirabella Financial Services LLP | 3,020 | $291.5K | 0.03% | −4,813−61.4% | Reduced |
| Barnett & Company, Inc. | 3,020 | $291.5K | 0.23% | +37+1.2% | Added |
| Rossmore Private Capital | 3,024 | $291.9K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,028 | $292.0K | 0.04% | +3,028 | New |
| Investors Asset Management of Georgia Inc | 3,031 | $292.6K | 0.12% | +29+1.0% | Added |
| Baker Boyer National Bank | 3,032 | $292.6K | 0.09% | −3,900−56.3% | Reduced |
| Dutch Asset Corp | 3,032 | $292.6K | 0.20% | +3,032 | New |
| CVA Family Office, LLC | 3,033 | $292.7K | 0.03% | +648+27.2% | Added |
| Curran Financial Partners, LLC | 3,033 | $292.8K | 0.05% | +604+24.9% | Added |
| Onefund, LLC | 3,027 | $293.4K | 0.19% | −131−4.1% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,041 | $293.5K | 0.07% | +551+22.1% | Added |
| Morris Financial Concepts, Inc. | 3,047 | $294.1K | 0.10% | −396−11.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,049 | $294.3K | 0.04% | −1,034−25.3% | Reduced |
| Kaydan Wealth Management, Inc. | 3,051 | $294.5K | 0.10% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 3,056 | $294.9K | 0.19% | +11+0.4% | Added |
| Berkshire Asset Management LLC | 3,057 | $295.1K | 0.01% | +3,057 | New |
| Van Diest Capital, LLC | 3,066 | $296.0K | 0.23% | +420+15.9% | Added |
| World Equity Group, Inc. | 3,069 | $296.1K | 0.08% | −465−13.2% | Reduced |
| Continuum Advisory, LLC | 3,070 | $296.3K | 0.03% | +551+21.9% | Added |
| Coastline Trust Co | 3,073 | $296.6K | 0.03% | −65−2.1% | Reduced |
| KLCM Advisors, Inc. | 3,074 | $296.7K | 0.03% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 3,079 | $297.2K | 0.24% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,086 | $297.9K | 0.11% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 3,090 | $298.2K | 0.18% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 3,090 | $298.2K | 0.17% | +449+17.0% | Added |
| Evolve Private Wealth, LLC | 3,091 | $298.4K | 0.02% | +3,091 | New |
| Vermillion Wealth Management, Inc. | 3,096 | $298.8K | 0.12% | +55+1.8% | Added |
| Capital Planning Advisors, LLC | 3,099 | $299.1K | 0.04% | +23+0.7% | Added |
| Brendel Financial Advisors LLC | 3,100 | $299.2K | 0.15% | 00.0% | Unchanged |
| United Community Bank | 3,101 | $299.3K | 0.10% | −718−18.8% | Reduced |
| Drake & Associates, LLC | 3,108 | $300.0K | 0.06% | −1,166−27.3% | Reduced |
| LOM Asset Management Ltd | 3,115 | $300.7K | 0.09% | −100−3.1% | Reduced |
| Financial Partners Group, Inc | 3,135 | $302.6K | 0.04% | +88+2.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,137 | $302.8K | 0.13% | −180−5.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,139 | $303.0K | 0.05% | +3,139 | New |
| Nalls Sherbakoff Group, LLC | 3,142 | $303.3K | 0.22% | −20−0.6% | Reduced |
| Prospect Financial Services LLC | 3,145 | $303.6K | 0.19% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 3,147 | $303.7K | 0.09% | +8+0.3% | Added |
| Zhang Financial LLC | 3,150 | $304.0K | 0.01% | −43−1.3% | Reduced |
| Mayflower Financial Advisors, LLC | 3,154 | $304.4K | 0.04% | +543+20.8% | Added |
| Total Clarity Wealth Management, Inc. | 3,164 | $305.4K | 0.07% | −119−3.6% | Reduced |
| Eagle Wealth Strategies LLC | 3,166 | $305.6K | 0.13% | +10+0.3% | Added |
| Wedgewood Investors Inc | 3,180 | $306.9K | 0.35% | −20−0.6% | Reduced |
| Brookwood Investment Group LLC | 3,184 | $307.3K | 0.04% | −317−9.1% | Reduced |
| KG&L Capital Management,LLC | 3,246 | $307.5K | 0.22% | −885−21.4% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $308.9K | 0.04% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,203 | $309.1K | 0.11% | +2+0.1% | Added |
| Genesis Private Wealth, LLC | 3,217 | $310.5K | 0.10% | −40−1.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,225 | $311.3K | 0.05% | +247+8.3% | Added |
| Capital City Trust Co | 3,241 | $312.8K | 0.07% | −80−2.4% | Reduced |
| Flaharty Asset Management, LLC | 3,250 | $313.7K | 0.04% | −1,100−25.3% | Reduced |
| Choate Investment Advisors | 3,251 | $313.8K | 0.01% | +100+3.2% | Added |
| First American Trust, FSB | 3,252 | $313.9K | 0.02% | +280+9.4% | Added |
| 55 North Private Wealth, LLC | 3,255 | $314.2K | 0.08% | +255+8.5% | Added |
| Gibbs Wealth Management | 3,260 | $314.7K | 0.04% | −10−0.3% | Reduced |
| Foster Group, Inc. | 3,262 | $314.8K | 0.01% | +697+27.2% | Added |
| SkyOak Wealth, LLC | 3,265 | $315.1K | 0.06% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $316.0K | 0.23% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,274 | $316.0K | 0.08% | +539+19.7% | Added |
| Sovereign Investment Advisors, LLC | 3,277 | $316.3K | 0.07% | +3,277 | New |
| WealthPoint Financial, LLC | 3,278 | $316.4K | 0.26% | +28+0.9% | Added |
| Mallini Complete Financial Planning LLC | – | $316.8K | 0.25% | – | – |
| Intellus Advisors LLC | 3,282 | $316.8K | 0.04% | +57+1.8% | Added |
| Westside Investment Management, Inc. | 3,286 | $317.7K | 0.05% | −9−0.3% | Reduced |
| Signature Equity Partners, LLC | 3,297 | $318.2K | 0.17% | +409+14.2% | Added |
| Moody National Bank Trust Division | 3,298 | $318.3K | 0.03% | 00.0% | Unchanged |
| Richard Young Associates, Ltd. | 3,301 | $318.6K | 0.24% | +9+0.3% | Added |
| Infrastructure Capital Advisors, LLC | 3,305 | $319.0K | 0.03% | −5,297−61.6% | Reduced |
| CDKV Holdings LLC | 3,307 | $319.2K | 0.28% | +13+0.4% | Added |
| Alpha Omega Wealth Management LLC | 3,307 | $319.2K | 0.05% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,311 | $319.6K | 0.13% | +400+13.7% | Added |
| Stonebridge Capital Advisors LLC | 3,317 | $320.1K | 0.02% | −36−1.1% | Reduced |
| SageGuard Financial Group, LLC | 3,320 | $320.5K | 0.05% | +216+7.0% | Added |
| Byrne Asset Management LLC | 3,331 | $321.5K | 0.19% | −444−11.8% | Reduced |
| Aspen Grove Capital, LLC | 3,334 | $321.8K | 0.06% | +174+5.5% | Added |
| Indiana Trust & Investment Management CO | 3,336 | $322.0K | 0.10% | +861+34.8% | Added |
| YHB Investment Advisors, Inc. | 3,338 | $322.2K | 0.02% | −197−5.6% | Reduced |
| DF Dent & Co Inc | 3,341 | $322.5K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,351 | $323.5K | 0.01% | +240+7.7% | Added |
| Madrona Financial Services, LLC | 3,354 | $323.7K | 0.07% | +24+0.7% | Added |
| NorthStar Asset Management LLC | 3,357 | $324.0K | 0.16% | −547−14.0% | Reduced |
| Finer Wealth Management, Inc. | 3,371 | $325.3K | 0.16% | +756+28.9% | Added |
| DLK Investment Management, LLC | 3,375 | $325.8K | 0.13% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,377 | $325.9K | 0.01% | +59+1.8% | Added |
| Appleton Partners Inc | 3,375 | $326.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3,352 | $326.7K | 0.03% | +95+2.9% | Added |