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 |
|---|---|---|---|---|---|
| Tuttle Tactical Management | 3,392 | $327.4K | 0.54% | +3,392 | New |
| Mogy Joel R Investment Counsel Inc | 3,400 | $328.2K | 0.02% | −533−13.6% | Reduced |
| Beck Mack & Oliver LLC | 3,400 | $328.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,406 | $328.7K | 0.15% | +56+1.7% | Added |
| Leslie Global Wealth, LLC | 3,407 | $328.8K | 0.17% | +172+5.3% | Added |
| Warwick Investment Management, Inc. | 3,419 | $330.0K | 0.05% | +231+7.2% | Added |
| Heritage Wealth Advisors | 3,430 | $331.1K | 0.01% | −2,799−44.9% | Reduced |
| Cannon Wealth Management Services, LLC | 3,448 | $332.8K | 0.23% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 3,455 | $333.5K | 0.30% | −25−0.7% | Reduced |
| Signal Advisors Wealth, LLC | 3,458 | $333.7K | 0.02% | +85+2.5% | Added |
| Cromwell Holdings LLC | 3,459 | $333.9K | 0.19% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 3,488 | $336.7K | 0.08% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,490 | $336.9K | 0.05% | +200+6.1% | Added |
| Kovitz Investment Group Partners, LLC | 3,495 | $337.4K | 0.01% | +188+5.7% | Added |
| IFC Advisors LLC | 3,499 | $337.7K | 0.05% | −86−2.4% | Reduced |
| St. Louis Trust Co | 3,500 | $337.8K | 0.04% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,505 | $338.3K | 0.04% | −500−12.5% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,514 | $339.2K | 0.22% | −61−1.7% | Reduced |
| Madden Securities Corp | 3,525 | $340.2K | 0.10% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,540 | $341.7K | 0.06% | −4−0.1% | Reduced |
| Stronghold Wealth Management L.L.C. | 3,557 | $343.3K | 0.52% | −93−2.5% | Reduced |
| Satovsky Asset Management LLC | 3,560 | $343.6K | 0.06% | +27+0.8% | Added |
| May Hill Capital, LLC | 3,590 | $346.5K | 0.09% | +257+7.7% | Added |
| WealthTrust Asset Management, LLC | 3,591 | $346.6K | 0.21% | +689+23.7% | Added |
| Thompson Investment Management, Inc. | 3,594 | $346.9K | 0.04% | −116−3.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,601 | $347.6K | 0.08% | +3,601 | New |
| Institute for Wealth Management, LLC. | 3,613 | $348.8K | 0.04% | −232−6.0% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 3,623 | $349.7K | 0.13% | +6+0.2% | Added |
| Keb Asset Management, LLC | 3,627 | $350.1K | 0.07% | −6−0.2% | Reduced |
| King Wealth | 3,643 | $352.0K | 0.04% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,643 | $352.3K | 0.03% | −726−16.6% | Reduced |
| Connecticut Capital Management Group, LLC | 3,654 | $352.7K | 0.33% | −4−0.1% | Reduced |
| Grandview Asset Management LLC | 3,658 | $353.1K | 0.10% | +22+0.6% | Added |
| Defiance ETFs, LLC | 3,660 | $353.3K | 0.01% | +3,660 | New |
| Holos Integrated Wealth LLC | 3,653 | $353.7K | 0.18% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $354.2K | 0.06% | −100−2.7% | Reduced |
| Retirement Income Solutions, Inc | 3,673 | $354.5K | 0.06% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 3,674 | $354.6K | 0.15% | +392+11.9% | Added |
| Wayfinding Financial, LLC | 3,684 | $355.0K | 0.15% | +190+5.4% | Added |
| Private Wealth Asset Management, LLC | 3,692 | $356.4K | 0.04% | +81+2.2% | Added |
| PFG Private Wealth Management, LLC | 3,696 | $356.7K | 0.15% | +1,017+38.0% | Added |
| Douglass Winthrop Advisors, LLC | 3,700 | $357.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,706 | $357.7K | 0.02% | +594+19.1% | Added |
| Brown, Lisle/Cummings, Inc. | 3,716 | $358.7K | 0.09% | +37+1.0% | Added |
| Peak Retirement Planning, Inc. | 3,720 | $359.0K | 0.07% | +38+1.0% | Added |
| Bourne Lent Asset Management Inc | 3,731 | $360.1K | 0.13% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,143 | $361.3K | 0.02% | −259−5.9% | Reduced |
| Banyan Capital Management, Inc. | 3,746 | $361.6K | 0.16% | −379−9.2% | Reduced |
| Second Half Financial Partners, LLC | 3,749 | $361.8K | 0.16% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 3,750 | $361.9K | 0.10% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,750 | $361.9K | 0.03% | +700+23.0% | Added |
| Ellis Investment Partners, LLC | 3,752 | $362.2K | 0.06% | +38+1.0% | Added |
| First Foundation Advisors | 3,754 | $362.3K | 0.01% | −3,032−44.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,790 | $365.8K | 0.03% | +5+0.1% | Added |
| Cornerstone Management, Inc. | 3,802 | $366.9K | 0.06% | +2+0.1% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $367.0K | 0.09% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,816 | $368.3K | 0.08% | +373+10.8% | Added |
| Acorns Advisers, LLC | 3,818 | $369.0K | 0.00% | +7+0.2% | Added |
| NFP Retirement, Inc. | 3,829 | $369.6K | 0.02% | −1,011−20.9% | Reduced |
| Proactive Wealth Strategies LLC | 3,830 | $369.7K | 0.07% | +3,830 | New |
| D'Orazio & Associates, Inc. | 3,846 | $371.2K | 0.05% | −224−5.5% | Reduced |
| White Pine Capital LLC | 3,847 | $371.3K | 0.10% | +150+4.1% | Added |
| Capital Asset Advisory Services LLC | 3,973 | $371.5K | 0.01% | −343−7.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,858 | $372.3K | 0.02% | −819−17.5% | Reduced |
| Narwhal Capital Management | 3,859 | $372.5K | 0.03% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 3,865 | $373.1K | 0.01% | +1,329+52.4% | Added |
| Magnolia Wealth Management, LLC | 3,868 | $373.4K | 0.22% | +212+5.8% | Added |
| Everhart Financial Group, Inc. | 3,874 | $373.9K | 0.03% | +1,342+53.0% | Added |
| Symmetry Partners, LLC | 3,879 | $374.4K | 0.02% | +7+0.2% | Added |
| Armstrong, Fleming & Moore, Inc | 3,879 | $374.4K | 0.16% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,879 | $374.4K | 0.02% | −178−4.4% | Reduced |
| Quent Capital, LLC | 3,880 | $374.5K | 0.03% | −524−11.9% | Reduced |
| OneAscent Family Office, LLC | 3,885 | $375.0K | 0.26% | −824−17.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 3,889 | $375.3K | 0.10% | −32−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 3,898 | $376.2K | 0.11% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,899 | $376.3K | 0.24% | +258+7.1% | Added |
| Campion Asset Management LLC | 3,903 | $376.7K | 0.26% | −112−2.8% | Reduced |
| Trilogy Capital Inc. | 3,907 | $377.1K | 0.02% | −30−0.8% | Reduced |
| Platform Technology Partners | 3,910 | $377.4K | 0.07% | +703+21.9% | Added |
| LaSalle St. Investment Advisors, LLC | 3,929 | $379.3K | 0.05% | +745+23.4% | Added |
| Gentry Private Wealth, LLC | 3,942 | $380.5K | 0.23% | −276−6.5% | Reduced |
| Plancorp, LLC | 3,920 | $380.8K | 0.01% | −9−0.2% | Reduced |
| OmniStar Financial Group, Inc. | 3,954 | $381.6K | 0.20% | −25,726−86.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,962 | $382.4K | 0.04% | −425−9.7% | Reduced |
| Trust Co of Toledo NA | 3,971 | $383.3K | 0.04% | +87+2.2% | Added |
| Range Advisory, LLC | 3,971 | $383.3K | 0.07% | +3,971 | New |
| Oslo Pensjonsforsikring AS | 3,973 | $383.5K | 0.06% | +3,973 | New |
| Resonant Capital Advisors, LLC | 3,973 | $383.5K | 0.02% | +525+15.2% | Added |
| Quotient Wealth Partners, LLC | 3,988 | $384.9K | 0.01% | −24−0.6% | Reduced |
| Turning Point Benefit Group, Inc. | 3,976 | $385.3K | 0.25% | +52+1.3% | Added |
| Huntleigh Advisors, Inc. | 3,997 | $385.8K | 0.07% | −498−11.1% | Reduced |
| Envision Financial Transparency, LLC | 3,995 | $386.0K | 0.38% | +3,995 | New |
| ESL Trust Services, LLC | 4,000 | $386.1K | 0.07% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,027 | $388.7K | 0.20% | +72+1.8% | Added |
| OMNI 360 Wealth, Inc. | 4,028 | $388.8K | 0.20% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,028 | $388.8K | 0.05% | +211+5.5% | Added |
| Live Oak Private Wealth LLC | 4,029 | $388.8K | 0.05% | +100+2.5% | Added |
| Members Wealth LLC | 4,233 | $388.9K | 0.23% | −216−4.9% | Reduced |
| SmartHarvest Portfolios, LLC | 4,036 | $389.6K | 0.16% | −735−15.4% | Reduced |
| Alchemi Wealth, LLC | 4,041 | $390.1K | 0.22% | +48+1.2% | Added |