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 |
|---|---|---|---|---|---|
| Willis Johnson & Associates, Inc. | 4,045 | $390.4K | 0.02% | −17−0.4% | Reduced |
| Dogwood Wealth Management LLC | 4,051 | $391.0K | 0.17% | −1,535−27.5% | Reduced |
| Hanson & Doremus Investment Management | 4,061 | $392.0K | 0.05% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,079 | $393.7K | 0.01% | +4,079 | New |
| Pekin Hardy Strauss, Inc. | 4,080 | $393.8K | 0.04% | +300+7.9% | Added |
| American State Bank (Iowa) | 4,081 | $393.9K | 0.19% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,088 | $394.6K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,101 | $395.8K | 0.03% | +171+4.4% | Added |
| American Financial Advisors, LLC | 4,106 | $396.3K | 0.05% | +20+0.5% | Added |
| JB Capital LLC | 4,114 | $397.1K | 0.02% | +3+0.1% | Added |
| Wealthspan Partners, LLC | 4,119 | $397.6K | 0.14% | +20.0% | Added |
| Uniting Wealth Partners, LLC | 4,134 | $399.0K | 0.08% | +10.0% | Added |
| Trust Co | 4,164 | $401.9K | 0.04% | +262+6.7% | Added |
| Univest Financial Corp | 4,165 | $402.0K | 0.02% | +3+0.1% | Added |
| MJP Associates Inc | 4,167 | $402.2K | 0.05% | +275+7.1% | Added |
| Spinnaker Trust | 4,178 | $403.3K | 0.02% | −250−5.6% | Reduced |
| Severin Investments, LLC | 4,200 | $405.4K | 0.35% | −42−1.0% | Reduced |
| Independence Bank of Kentucky | 4,200 | $405.4K | 0.05% | −57−1.3% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $405.4K | 0.06% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,186 | $405.7K | 0.06% | +411+10.9% | Added |
| Plante Moran Financial Advisors, LLC | 4,204 | $405.8K | 0.03% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,210 | $406.4K | 0.11% | +210+5.3% | Added |
| Sunbelt Securities, Inc. | 4,211 | $406.4K | 0.03% | +660+18.6% | Added |
| Meridian Financial, LLC | 4,227 | $408.0K | 0.22% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,229 | $408.2K | 0.14% | −139−3.2% | Reduced |
| GEM Asset Management, LLC | 4,230 | $408.3K | 0.18% | −49−1.1% | Reduced |
| Bluedoor Private Wealth, LLC | 4,230 | $408.3K | 0.19% | +213+5.3% | Added |
| Cambria Investment Management, L.P. | 4,235 | $408.8K | 0.02% | +1,143+37.0% | Added |
| TRB Wealth Management, LLC | 4,239 | $409.1K | 0.06% | +4,239 | New |
| B.O.S.S. Retirement Advisors, LLC | 4,240 | $409.2K | 0.12% | +34+0.8% | Added |
| Keynote Financial Services LLC | 4,243 | $409.5K | 0.22% | +105+2.5% | Added |
| Level Wealth Management LLC | 4,251 | $410.3K | 0.19% | +76+1.8% | Added |
| Icon Wealth Advisors, LLC | 4,394 | $410.9K | 0.03% | +4,394 | New |
| Patriot Investment Management Inc. | 4,262 | $411.4K | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,279 | $413.0K | 0.08% | +52+1.2% | Added |
| Chapin Davis, Inc. | 4,291 | $414.2K | 0.09% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 4,316 | $416.6K | 0.13% | +3+0.1% | Added |
| Longview Financial Advisors, Inc. | 4,321 | $417.1K | 0.25% | +3+0.1% | Added |
| Palumbo Wealth Management LLC | 4,350 | $419.8K | 0.10% | −244−5.3% | Reduced |
| Crews Bank & Trust | 4,360 | $420.8K | 0.06% | −65−1.5% | Reduced |
| Hodges Capital Management Inc. | 4,375 | $422.3K | 0.03% | +650+17.4% | Added |
| Hanlon Investment Management, Inc. | 4,398 | $424.5K | 0.23% | +87+2.0% | Added |
| Bullock Wealth Management Group | 4,386 | $425.2K | 0.21% | +23+0.5% | Added |
| Firestone Capital Management | 4,408 | $425.5K | 0.09% | −43−1.0% | Reduced |
| TCI Wealth Advisors, Inc. | 4,413 | $425.9K | 0.02% | −20.0% | Reduced |
| Colonial Trust Co | 4,414 | $426.0K | 0.06% | +1,314+42.4% | Added |
| Hall Capital Management Co Inc | 4,411 | $426.5K | 0.15% | +33+0.8% | Added |
| KMG Fiduciary Partners, LLC | 4,440 | $428.6K | 0.03% | −5−0.1% | Reduced |
| Willis Investment Counsel | 4,447 | $429.2K | 0.02% | 00.0% | Unchanged |
| Investment House LLC | 4,458 | $430.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4,443 | $430.7K | 0.15% | −69−1.5% | Reduced |
| Aureus Asset Management, LLC | 4,463 | $430.8K | 0.03% | +4,463 | New |
| Fortis Advisors, LLC | 4,475 | $431.9K | 0.22% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,475 | $431.9K | 0.04% | +650+17.0% | Added |
| Orca Wealth Management, LLC | 4,487 | $433.1K | 0.31% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,490 | $433.4K | 0.03% | −91−2.0% | Reduced |
| Wealth Management Nebraska | 4,494 | $433.8K | 0.04% | −68−1.5% | Reduced |
| Howard Capital Management Inc. | 4,497 | $434.1K | 0.01% | −4,108−47.7% | Reduced |
| Secure Asset Management, LLC | 4,505 | $434.8K | 0.07% | −5,140−53.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,510 | $435.3K | 0.01% | +979+27.7% | Added |
| Syntegra Private Wealth Group, LLC | 4,526 | $436.9K | 0.04% | −105−2.3% | Reduced |
| Gunderson Capital Management Inc. | 4,527 | $436.9K | 0.18% | +4,527 | New |
| Sara-Bay Financial | 4,531 | $437.3K | 0.14% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,532 | $437.4K | 0.05% | −586−11.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,534 | $437.6K | 0.04% | +3+0.1% | Added |
| Strategic Investment Advisors | 4,537 | $437.9K | 0.03% | +4,537 | New |
| Bedel Financial Consulting, Inc. | 4,539 | $438.1K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,543 | $438.5K | 0.04% | −85−1.8% | Reduced |
| Partners Wealth Management, LLC | 4,549 | $439.1K | 0.45% | −440−8.8% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $439.2K | 0.31% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,560 | $440.1K | 0.03% | −16−0.3% | Reduced |
| HighPoint Advisor Group LLC | 4,567 | $440.8K | 0.02% | −37,296−89.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,603 | $444.3K | 1.01% | +4,603 | New |
| Bank of New Hampshire | 4,607 | $444.7K | 0.10% | −325−6.6% | Reduced |
| Titleist Asset Management, LLC | 4,624 | $446.3K | 0.03% | +117+2.6% | Added |
| Violich Capital Management, Inc. | 4,629 | $446.8K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,615 | $446.8K | 0.15% | −37−0.8% | Reduced |
| Manske Wealth Management | 4,642 | $448.0K | 0.13% | −65−1.4% | Reduced |
| Claris Financial LLC | 4,644 | $448.3K | 0.25% | −185−3.8% | Reduced |
| Iams Wealth Management, LLC | 4,645 | $448.4K | 0.16% | +394+9.3% | Added |
| Thomas Story & Son LLC | 4,650 | $448.8K | 0.17% | 00.0% | Unchanged |
| Legacy Trust | 4,691 | $452.8K | 0.09% | −150−3.1% | Reduced |
| Versant Capital Management, Inc | 4,694 | $453.1K | 0.04% | +876+22.9% | Added |
| Fulton Breakefield Broenniman LLC | 4,700 | $453.6K | 0.03% | −166−3.4% | Reduced |
| Rosenberg Matthew Hamilton | 4,702 | $453.8K | 0.09% | +106+2.3% | Added |
| Waycross Partners, LLC | 4,709 | $454.5K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 4,948 | $454.5K | 0.07% | −704−12.5% | Reduced |
| Boston Research & Management Inc | 4,710 | $454.6K | 0.11% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 4,714 | $455.0K | 0.25% | +4,714 | New |
| Texas Capital Bank Wealth Management Services Inc | 4,721 | $455.7K | 0.03% | −634−11.8% | Reduced |
| Resurgent Financial Advisors LLC | 4,723 | $455.9K | 0.17% | +4,723 | New |
| Bridgewater Advisors Inc. | 5,130 | $456.6K | 0.03% | −84−1.6% | Reduced |
| 4WEALTH Advisors, Inc. | 4,731 | $458.6K | 0.39% | +534+12.7% | Added |
| Nadler Financial Group, Inc. | 4,775 | $460.9K | 0.04% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,783 | $461.7K | 0.12% | −21−0.4% | Reduced |
| Resolute Capital, LLC | 4,788 | $462.2K | 0.19% | −195−3.9% | Reduced |
| Resolute Wealth Strategies, LLC | 4,797 | $463.0K | 0.20% | +41+0.9% | Added |
| Berkshire Bank | 4,804 | $463.7K | 0.10% | +1,961+69.0% | Added |
| Inspire Advisors, LLC | 4,810 | $464.2K | 0.04% | +352+7.9% | Added |
| Sigma Investment Counselors Inc | 4,822 | $465.4K | 0.02% | +4+0.1% | Added |