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 |
|---|---|---|---|---|---|
| Diversify Wealth Management, LLC | 13,678 | $1.28M | 0.02% | +13,678 | New |
| Burns J W & Co Inc | 13,240 | $1.28M | 0.15% | −1,216−8.4% | Reduced |
| Evergreen Capital Management LLC | 13,238 | $1.28M | 0.03% | +258+2.0% | Added |
| Busey Wealth Management | 13,181 | $1.27M | 0.03% | −1,398−9.6% | Reduced |
| Valmark Advisers, Inc. | 13,166 | $1.27M | 0.02% | −1,195−8.3% | Reduced |
| Blue Fin Capital, Inc. | 13,150 | $1.27M | 0.21% | −23−0.2% | Reduced |
| Wealthspire Advisors, LLC | 13,143 | $1.27M | 0.01% | −11,787−47.3% | Reduced |
| Chatham Capital Group, Inc. | 13,119 | $1.27M | 0.18% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 13,050 | $1.26M | 0.35% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 13,045 | $1.26M | 0.03% | +231+1.8% | Added |
| Park National Corp | 13,026 | $1.26M | 0.04% | +4,798+58.3% | Added |
| Brevan Howard Capital Management LP | 13,020 | $1.26M | 0.01% | −3,174−19.6% | Reduced |
| Cfo Capital Management LLC | 12,950 | $1.26M | 1.03% | +138+1.1% | Added |
| Farmers & Merchants Investments Inc | 12,990 | $1.25M | 0.03% | −500−3.7% | Reduced |
| Capula Management Ltd | 12,944 | $1.25M | 0.01% | +11,343+708.5% | Added |
| Financial Security Advisor, Inc. | 12,917 | $1.25M | 0.23% | +22+0.2% | Added |
| Savvy Advisors, Inc. | 12,913 | $1.25M | 0.03% | +1,140+9.7% | Added |
| Asset Planning,Inc | 12,868 | $1.24M | 0.88% | +30.0% | Added |
| Marino, Stram & Associates LLC | 12,865 | $1.24M | 0.22% | +42+0.3% | Added |
| GoalVest Advisory LLC | 12,863 | $1.24M | 0.24% | −1,754−12.0% | Reduced |
| ForthRight Wealth Management, LLC | 12,824 | $1.24M | 0.35% | −814−6.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 12,744 | $1.24M | 0.13% | −3,706−22.5% | Reduced |
| CFS Investment Advisory Services, LLC | 13,049 | $1.23M | 0.08% | +285+2.2% | Added |
| Magnolia Capital Advisors LLC | 12,760 | $1.23M | 0.24% | +2,170+20.5% | Added |
| Widmann Financial Services, Inc. | 12,721 | $1.23M | 0.73% | +10+0.1% | Added |
| Fiduciary Trust Co | 12,717 | $1.23M | 0.01% | −13−0.1% | Reduced |
| Hills Bank & Trust Co | 12,659 | $1.22M | 0.06% | −258−2.0% | Reduced |
| Tannin Capital LLC | 12,656 | $1.22M | 0.89% | +2,185+20.9% | Added |
| Dougherty & Associates, LLC | 12,613 | $1.22M | 1.12% | +681+5.7% | Added |
| Trust Point Inc. | 12,595 | $1.22M | 0.11% | +776+6.6% | Added |
| Rocky Mountain Advisers, LLC | 12,592 | $1.22M | 0.35% | −20−0.2% | Reduced |
| AdvisorNet Financial, Inc | 12,570 | $1.21M | 0.06% | −433−3.3% | Reduced |
| Centennial Bank | 12,499 | $1.21M | 0.43% | −1,292−9.4% | Reduced |
| Sheets Smith Wealth Management | 12,499 | $1.21M | 0.14% | −550−4.2% | Reduced |
| Haverford Trust Co | 12,486 | $1.21M | 0.01% | +1,466+13.3% | Added |
| Rehmann Capital Advisory Group | 12,462 | $1.20M | 0.06% | +71+0.6% | Added |
| Frec Markets, Inc. | 12,415 | $1.20M | 0.20% | +6,964+127.8% | Added |
| Rowland & Co Investment Counsel | 12,403 | $1.20M | 0.24% | −275−2.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,353 | $1.19M | 0.03% | −65−0.5% | Reduced |
| Essex Savings Bank | 12,293 | $1.19M | 0.26% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 12,270 | $1.18M | 0.08% | −152−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 12,268 | $1.18M | 0.08% | +921+8.1% | Added |
| DRW Securities, LLC | 12,258 | $1.18M | 0.06% | +12,258 | New |
| BlueChip Wealth Advisors LLC | 12,230 | $1.18M | 0.52% | −130−1.1% | Reduced |
| Archford Capital Strategies, LLC | 12,229 | $1.18M | 0.14% | −684−5.3% | Reduced |
| Symphony Financial, Ltd. Co. | 12,350 | $1.18M | 0.16% | +1,104+9.8% | Added |
| North Dallas Bank & Trust Co | 12,220 | $1.18M | 0.80% | −30−0.2% | Reduced |
| Twin Capital Management Inc | 12,201 | $1.18M | 0.15% | −213−1.7% | Reduced |
| Bank of Hawaii | 12,191 | $1.18M | 0.06% | −2,427−16.6% | Reduced |
| Mission Wealth Management, LP | 12,117 | $1.17M | 0.02% | −452−3.6% | Reduced |
| Modera Wealth Management, LLC | 12,104 | $1.17M | 0.01% | +1,847+18.0% | Added |
| Spirit of America Management Corp | 12,100 | $1.17M | 0.23% | +800+7.1% | Added |
| TIAA Wealth Investment Management LLC | 12,072 | $1.17M | 0.01% | +12,072 | New |
| Delta Asset Management LLC | 12,036 | $1.16M | 0.11% | −932−7.2% | Reduced |
| Intesa Sanpaolo S.p.A. | 12,007 | $1.16M | 0.07% | −1,400−10.4% | Reduced |
| Nations Financial Group Inc, | 11,963 | $1.15M | 0.06% | −783−6.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,951 | $1.15M | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 11,934 | $1.15M | 0.16% | +57+0.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 11,916 | $1.15M | 0.09% | +3,160+36.1% | Added |
| Bridgewater Associates, LP | 11,771 | $1.14M | 0.01% | −23,198−66.3% | Reduced |
| Stableford Capital II LLC | 11,758 | $1.13M | 0.42% | −481−3.9% | Reduced |
| Raleigh Capital Management Inc. | 11,736 | $1.13M | 0.39% | +166+1.4% | Added |
| Commerzbank Aktiengesellschaft | 11,652 | $1.13M | 0.02% | −1,602−12.1% | Reduced |
| CoreCap Advisors, LLC | 11,631 | $1.12M | 0.04% | +358+3.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,589 | $1.12M | 0.02% | +11,589 | New |
| Tradewinds, LLC. | 11,550 | $1.12M | 0.36% | +22+0.2% | Added |
| Adirondack Trust Co | 11,519 | $1.11M | 0.37% | −2,129−15.6% | Reduced |
| United Bank | 11,516 | $1.11M | 0.14% | −285−2.4% | Reduced |
| Cornerstone Planning, LLC | 11,497 | $1.11M | 0.25% | +1,947+20.4% | Added |
| Rithm Capital Corp. | 11,500 | $1.11M | 1.65% | +6,500+130.0% | Added |
| Second Line Capital, LLC | 11,453 | $1.11M | 0.21% | +762+7.1% | Added |
| Burney Co | 11,466 | $1.11M | 0.03% | −569−4.7% | Reduced |
| 1620 Investment Advisors, Inc. | 11,423 | $1.10M | 0.75% | +64+0.6% | Added |
| Aft, Forsyth & Company, Inc. | 11,423 | $1.10M | 0.52% | 00.0% | Unchanged |
| Resolution Capital Ltd | 11,400 | $1.10M | 0.02% | −47,888−80.8% | Reduced |
| Catalytic Wealth RIA, LLC | 11,385 | $1.10M | 0.05% | +1,381+13.8% | Added |
| Mosley Wealth Management | 11,586 | $1.10M | 0.50% | +127+1.1% | Added |
| OneAscent Financial Services LLC | 11,370 | $1.10M | 0.06% | +2,351+26.1% | Added |
| Jaffetilchin Investment Partners, LLC | 11,353 | $1.10M | 0.07% | −359−3.1% | Reduced |
| United Advisor Group, LLC | 11,308 | $1.09M | 0.14% | −20.0% | Reduced |
| RS Crum Inc. | 11,245 | $1.09M | 0.21% | +10.0% | Added |
| Balboa Wealth Partners | 11,233 | $1.08M | 0.18% | +52+0.5% | Added |
| Belpointe Asset Management LLC | 11,225 | $1.08M | 0.04% | +1,939+20.9% | Added |
| Texas Bank & Trust Co | 11,205 | $1.08M | 0.41% | +1,860+19.9% | Added |
| ATLas Financial Planning LLC | 11,183 | $1.08M | 0.97% | +566+5.3% | Added |
| Integrity Alliance, LLC. | 11,176 | $1.08M | 0.04% | +1,550+16.1% | Added |
| Wagner Wealth Management, LLC | 11,146 | $1.08M | 0.22% | +958+9.4% | Added |
| Polymer Capital Management (US) LLC | 11,098 | $1.07M | 0.16% | +11,098 | New |
| Jefferies Financial Group Inc. | 11,068 | $1.07M | 0.01% | −63,055−85.1% | Reduced |
| Xcel Wealth Management, LLC | 11,053 | $1.07M | 0.30% | +847+8.3% | Added |
| National Asset Management, Inc. | 10,982 | $1.06M | 0.07% | −3,882−26.1% | Reduced |
| Nwam LLC | 10,994 | $1.06M | 0.06% | −30−0.3% | Reduced |
| Ancora Advisors, LLC | 10,983 | $1.06M | 0.02% | +20.0% | Added |
| Kuhn & Co Investment Counsel | 10,981 | $1.06M | 0.68% | +6+0.1% | Added |
| Wiregrass Investment Management LLC | 10,977 | $1.06M | 0.88% | +423+4.0% | Added |
| Resources Management Corp | 10,948 | $1.06M | 0.14% | −315−2.8% | Reduced |
| Montecito Bank & Trust | 10,874 | $1.05M | 0.17% | +8+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 10,851 | $1.05M | 0.04% | −3,890−26.4% | Reduced |
| Silverlake Wealth Management LLC | 10,832 | $1.05M | 0.22% | −9−0.1% | Reduced |
| Chesley Taft & Associates LLC | 10,774 | $1.04M | 0.04% | 00.0% | Unchanged |