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 |
|---|---|---|---|---|---|
| KPP Advisory Services LLC | 10,695 | $1.03M | 0.15% | −552−4.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 10,621 | $1.03M | 0.09% | −48−0.4% | Reduced |
| SHUTTLEWORTH & Co | 10,682 | $1.03M | 0.93% | −535−4.8% | Reduced |
| Strategic Blueprint, LLC | 10,649 | $1.03M | 0.06% | −91−0.8% | Reduced |
| Rodgers Brothers Inc. | 10,643 | $1.03M | 0.12% | +2,300+27.6% | Added |
| Patton Albertson Miller Group, LLC | 10,641 | $1.03M | 0.12% | −60−0.6% | Reduced |
| Bryn Mawr Trust Co | 10,639 | $1.03M | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,635 | $1.03M | 0.36% | +165+1.6% | Added |
| WSFS Capital Management, LLC | 10,577 | $1.02M | 0.05% | −94−0.9% | Reduced |
| Cigna Investments Inc | 10,569 | $1.02M | 0.16% | 00.0% | Unchanged |
| Ami Asset Management Corp | 10,548 | $1.02M | 0.07% | −165−1.5% | Reduced |
| Smith, Salley & Associates | 10,527 | $1.02M | 0.05% | −90−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 10,518 | $1.02M | 0.13% | −735−6.5% | Reduced |
| Syon Capital LLC | 10,518 | $1.02M | 0.05% | +779+8.0% | Added |
| Advisory Alpha, LLC | 10,515 | $1.02M | 0.03% | +2,693+34.4% | Added |
| Kennedy Investment Group | 10,501 | $1.01M | 0.40% | +1,707+19.4% | Added |
| Leisure Capital Management | 10,498 | $1.01M | 0.35% | −663−5.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,498 | $1.01M | 0.17% | +10,498 | New |
| Richards, Merrill & Peterson, Inc. | 10,486 | $1.01M | 0.37% | +105+1.0% | Added |
| MONECO Advisors, LLC | 10,479 | $1.01M | 0.08% | −801−7.1% | Reduced |
| Mainsail Asset Management, LLC | 10,431 | $1.01M | 0.45% | −10.0% | Reduced |
| Acorn Wealth Advisors, LLC | 10,416 | $1.01M | 0.29% | +74+0.7% | Added |
| Washington Trust Co | 10,402 | $1.00M | 0.03% | +3,042+41.3% | Added |
| Triad Wealth Partners, LLC | 10,379 | $1.00M | 0.08% | −1,187−10.3% | Reduced |
| Aaron Wealth Advisors | 10,370 | $1.00M | 0.06% | −907−8.0% | Reduced |
| St. Johns Investment Management Company, LLC | 10,310 | $995.1K | 0.42% | +249+2.5% | Added |
| NewEdge Wealth, LLC | 10,307 | $994.8K | 0.01% | −7,327−41.6% | Reduced |
| Rogco, LP | 10,297 | $993.9K | 0.33% | −126−1.2% | Reduced |
| Leo Wealth, LLC | 10,280 | $992.2K | 0.07% | +123+1.2% | Added |
| Pine Valley Investments Ltd Liability Co | 10,274 | $991.7K | 0.05% | +67+0.7% | Added |
| LeConte Wealth Management, LLC | 10,264 | $990.7K | 0.64% | +4,908+91.6% | Added |
| Navigate Wealth Management, LLC | 10,770 | $990.0K | 0.70% | +10,770 | New |
| HBW Advisory Services LLC | 10,235 | $987.9K | 0.10% | −100−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 10,180 | $982.6K | 0.11% | −688−6.3% | Reduced |
| Penserra Capital Management LLC | 10,173 | $980.0K | 0.01% | +10,080+10,838.7% | Added |
| Field & Main Bank | 10,150 | $979.7K | 0.29% | −65−0.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 10,129 | $977.6K | 0.28% | −703−6.5% | Reduced |
| Cresset Asset Management, LLC | 10,128 | $977.6K | 0.00% | +516+5.4% | Added |
| Bradley Foster & Sargent Inc | 10,093 | $974.2K | 0.02% | −45−0.4% | Reduced |
| Friedenthal Financial | 10,085 | $973.4K | 0.49% | +10,085 | New |
| Kingsman Wealth Management, Inc. | 10,060 | $971.0K | 0.54% | −37−0.4% | Reduced |
| Investment Partners Asset Management, Inc. | 10,036 | $968.6K | 0.60% | −108−1.1% | Reduced |
| Huber Capital Management LLC | 10,018 | $966.9K | 0.15% | −7,482−42.8% | Reduced |
| Old National Bancorp | 10,007 | $965.9K | 0.02% | −31,914−76.1% | Reduced |
| Claro Advisors LLC | 10,002 | $965.4K | 0.12% | −228−2.2% | Reduced |
| MEMBERS Trust Co | 9,989 | $964.1K | 0.03% | −432−4.1% | Reduced |
| Axq Capital, LP | 9,966 | $961.9K | 0.12% | −4,388−30.6% | Reduced |
| Marco Investment Management LLC | 9,966 | $961.9K | 0.07% | −20−0.2% | Reduced |
| Reuter James Wealth Management, LLC | 9,935 | $958.9K | 0.14% | +20.0% | Added |
| HM Payson & Co | 9,929 | $958.3K | 0.01% | −780−7.3% | Reduced |
| Trustco Bank Corp N Y | 9,922 | $957.7K | 0.85% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 9,902 | $955.7K | 0.18% | +5+0.1% | Added |
| Outfitter Financial LLC | 9,890 | $954.6K | 0.74% | +3,545+55.9% | Added |
| Home Federal Bank of Tennessee | 9,845 | $950.2K | 0.24% | −45−0.5% | Reduced |
| First County Bank | 9,831 | $948.9K | 0.51% | −2,030−17.1% | Reduced |
| West Bancorporation Inc | 9,816 | $947.4K | 0.47% | +1,531+18.5% | Added |
| Abel Hall, LLC | 9,776 | $943.6K | 0.20% | +2,525+34.8% | Added |
| Mendel Money Management | 9,774 | $943.4K | 0.39% | −300−3.0% | Reduced |
| Boston Private Wealth LLC | 9,747 | $940.8K | 0.06% | +135+1.4% | Added |
| Breakwater Capital Group | 9,745 | $940.5K | 0.13% | +784+8.7% | Added |
| Excalibur Management Corp | 9,739 | $940.0K | 0.34% | +40.0% | Added |
| Plimoth Trust Co LLC | 9,712 | $937.4K | 0.21% | +385+4.1% | Added |
| Howard Capital Management Group, LLC | 9,698 | $936.0K | 0.06% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 9,676 | $933.9K | 0.00% | +9,676 | New |
| Norris Perne & French LLP | 9,626 | $929.1K | 0.05% | −1,640−14.6% | Reduced |
| Krilogy Financial LLC | 9,783 | $928.4K | 0.03% | +1,095+12.6% | Added |
| Southern Michigan Bank & Trust | 9,613 | $927.8K | 0.36% | +9,613 | New |
| White Lighthouse Investment Management Inc. | 9,605 | $927.1K | 0.13% | −177−1.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 9,571 | $923.8K | 0.19% | −649−6.4% | Reduced |
| Havemeyer Place LP | 9,563 | $923.0K | 0.11% | +9,563 | New |
| William Allan, LLC | 9,556 | $922.3K | 0.55% | −292−3.0% | Reduced |
| Cookson Peirce & Co Inc | 9,528 | $919.6K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,572 | $918.8K | 0.01% | +23+0.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,480 | $915.0K | 0.12% | +394+4.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,464 | $913.5K | 0.24% | +904+10.6% | Added |
| Eagle Strategies LLC | 9,453 | $912.4K | 0.11% | +18+0.2% | Added |
| Heartland Bank & Trust Co | 9,446 | $911.7K | 0.21% | +7,106+303.7% | Added |
| Jump Financial, LLC | 9,432 | $910.4K | 0.01% | +9,432 | New |
| Golden State Wealth Management, LLC | 9,429 | $910.1K | 0.10% | +37+0.4% | Added |
| Monetary Management Group Inc | 9,407 | $908.0K | 0.22% | 00.0% | Unchanged |
| Stolper Co | 54,499 | $905.0K | 0.30% | +28,750+111.7% | Added |
| Salem Investment Counselors Inc | 9,307 | $898.3K | 0.03% | +11+0.1% | Added |
| Nicolet Bankshares Inc | 9,219 | $891.7K | 0.03% | +9,219 | New |
| Nikulski Financial, Inc. | 9,224 | $890.3K | 0.22% | −87−0.9% | Reduced |
| Cambient Family Office, LLC | 9,219 | $889.8K | 0.12% | +995+12.1% | Added |
| PCM Encore, LLC | 9,195 | $887.5K | 0.18% | +674+7.9% | Added |
| Affinity Wealth Management LLC | 9,151 | $883.3K | 0.13% | 00.0% | Unchanged |
| Davis Capital Management | 9,139 | $882.1K | 0.60% | −10.0% | Reduced |
| Lazard Asset Management LLC | 9,090 | $877.4K | 0.00% | −20−0.2% | Reduced |
| Peninsula Asset Management Inc | 9,090 | $877.4K | 0.45% | +2,000+28.2% | Added |
| Woodward Diversified Capital, LLC | 9,256 | $874.8K | 0.40% | +23+0.2% | Added |
| Chesapeake Wealth Management | 9,011 | $869.7K | 0.27% | −17−0.2% | Reduced |
| KC Investment Advisors, LLC | 9,001 | $868.8K | 0.20% | −564−5.9% | Reduced |
| Tortuga Wealth Management, Inc | 8,984 | $867.2K | 0.81% | +56+0.6% | Added |
| Shepherd Financial Partners LLC | 8,974 | $866.2K | 0.08% | −701−7.2% | Reduced |
| Community Bank of Raymore | 8,950 | $863.9K | 0.58% | 00.0% | Unchanged |
| Insight Inv LLC | 8,920 | $861.0K | 0.47% | +75+0.8% | Added |
| Mechanics Financial Corp | 8,913 | $860.3K | 0.36% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 8,906 | $859.6K | 0.07% | +58+0.7% | Added |
| Evercore Wealth Management, LLC | 8,902 | $859.2K | 0.01% | 00.0% | Unchanged |