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 |
|---|---|---|---|---|---|
| Balentine LLC | 8,871 | $856.2K | 0.03% | −70−0.8% | Reduced |
| Certified Advisory Corp | 8,855 | $854.7K | 0.08% | +22+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 8,828 | $852.0K | 0.01% | −4,273−32.6% | Reduced |
| Northeast Investment Management | 8,821 | $851.4K | 0.04% | +1,707+24.0% | Added |
| Ameritas Advisory Services, LLC | 8,818 | $851.1K | 0.03% | −742−7.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,808 | $850.1K | 0.21% | +25+0.3% | Added |
| Cherokee Insurance Co | 8,800 | $849.4K | 0.32% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 8,792 | $848.6K | 0.09% | +61+0.7% | Added |
| Integrated Advisors Network LLC | 8,768 | $846.3K | 0.04% | −3,369−27.8% | Reduced |
| Maia Wealth LLC | 8,748 | $844.3K | 0.14% | +3,061+53.8% | Added |
| Orographic Financial Advisors, LLC | 8,727 | $842.0K | 0.60% | +8,727 | New |
| Beaumont Financial Advisors, LLC | 8,705 | $840.2K | 0.06% | +20+0.2% | Added |
| Exencial Wealth Advisors, LLC | 8,694 | $839.1K | 0.03% | −52−0.6% | Reduced |
| Roberts Wealth Advisors, LLC | 8,683 | $838.1K | 0.21% | +51+0.6% | Added |
| HBK Sorce Advisory LLC | 9,115 | $836.8K | 0.02% | +343+3.9% | Added |
| Shulman DeMeo Asset Management LLC | 8,640 | $834.0K | 0.18% | −20−0.2% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 8,566 | $830.3K | 0.03% | +566+7.1% | Added |
| Trueblood Wealth Management, LLC | 8,571 | $827.3K | 0.32% | −63−0.7% | Reduced |
| Thompson David Blair | 8,568 | $827.0K | 0.47% | +2,948+52.5% | Added |
| RIA Advisory Group LLC | 8,533 | $823.7K | 0.20% | −72−0.8% | Reduced |
| Roundview Capital LLC | 8,524 | $822.7K | 0.05% | +15+0.2% | Added |
| Simplicity Wealth,LLC | 8,507 | $821.1K | 0.05% | +318+3.9% | Added |
| Dakota Wealth Management | 8,506 | $821.0K | 0.02% | +1,201+16.4% | Added |
| Probity Advisors, Inc. | 8,497 | $820.1K | 0.13% | +3,817+81.6% | Added |
| Hexagon Capital Partners LLC | 8,497 | $820.1K | 0.12% | +8,497 | New |
| Benin Management CORP | 8,483 | $818.8K | 0.18% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 8,473 | $817.8K | 0.37% | −300−3.4% | Reduced |
| JT Stratford LLC | 8,472 | $817.7K | 0.10% | +12+0.1% | Added |
| Sar Wealth Management Group, LLC | 8,469 | $817.5K | 0.44% | −50−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,469 | $817.4K | 0.01% | +676+8.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,459 | $816.5K | 0.08% | +10+0.1% | Added |
| Valley Brook Capital Group | 8,451 | $815.7K | 0.55% | +337+4.2% | Added |
| Franklin Street Advisors Inc | 8,435 | $814.2K | 0.05% | −71−0.8% | Reduced |
| Howe & Rusling Inc | 8,432 | $813.8K | 0.05% | −905−9.7% | Reduced |
| North Star Investment Management Corp. | 8,423 | $813.0K | 0.05% | +38+0.5% | Added |
| Grove Bank & Trust | 8,402 | $811.0K | 0.09% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 8,399 | $810.7K | 0.48% | −1,328−13.7% | Reduced |
| Intrust Bank NA | 8,392 | $810.0K | 0.07% | −19−0.2% | Reduced |
| St Germain D J Co Inc | 8,391 | $809.9K | 0.03% | −390−4.4% | Reduced |
| Aviance Capital Partners, LLC | 8,379 | $808.8K | 0.09% | +6+0.1% | Added |
| Baker Avenue Asset Management, LP | 8,351 | $806.0K | 0.02% | +797+10.6% | Added |
| Lakeshore Financial Planning, Inc. | 8,334 | $804.5K | 0.29% | +48+0.6% | Added |
| Verity Asset Management, Inc. | 8,324 | $803.4K | 0.34% | −150−1.8% | Reduced |
| LVW Advisors, LLC | 8,299 | $801.0K | 0.08% | −8,792−51.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,257 | $797.0K | 0.11% | +132+1.6% | Added |
| City State Bank | 8,243 | $795.6K | 0.21% | +1,243+17.8% | Added |
| Clear Creek Financial Management, LLC | 8,235 | $794.9K | 0.06% | +108+1.3% | Added |
| Vann Equity Management LLC | 8,219 | $793.3K | 0.57% | +8,219 | New |
| Blalock Williams, LLC | 8,207 | $792.1K | 0.61% | +363+4.6% | Added |
| GSB Wealth Management, LLC | 8,191 | $790.6K | 0.18% | +6+0.1% | Added |
| Geometric Wealth Advisors | 8,190 | $790.5K | 0.10% | +163+2.0% | Added |
| Gilbert & Cook, Inc. | 8,136 | $785.3K | 0.10% | +72+0.9% | Added |
| Norden Group LLC | 8,123 | $784.0K | 0.08% | −302−3.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,106 | $782.4K | 0.08% | +10.0% | Added |
| Cidel Asset Management Inc | 8,102 | $782.0K | 0.04% | +1,464+22.1% | Added |
| Bank of Jackson Hole Trust | 8,098 | $781.6K | 0.38% | +495+6.5% | Added |
| Gables Capital Management Inc. | 8,092 | $781.0K | 0.33% | −500−5.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 8,085 | $780.4K | 0.11% | +8,085 | New |
| Cyndeo Wealth Partners, LLC | 8,054 | $777.3K | 0.04% | −41−0.5% | Reduced |
| Gsa Capital Partners LLP | 8,048 | $777.0K | 0.05% | +8,048 | New |
| M.E. Allison & Co., Inc. | 7,996 | $771.8K | 0.51% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,975 | $770.9K | 0.42% | −1,221−13.3% | Reduced |
| one8zero8, LLC | 7,981 | $770.3K | 0.17% | +8+0.1% | Added |
| Citizens Business Bank | 7,972 | $769.5K | 0.13% | −13−0.2% | Reduced |
| Pure Financial Advisors, Inc. | 7,962 | $768.5K | 0.01% | +1,677+26.7% | Added |
| Atlas Wealth Partners, LLC | 7,952 | $767.5K | 0.79% | +430+5.7% | Added |
| Avidian Wealth Solutions, LLC | 7,943 | $766.6K | 0.02% | +2,617+49.1% | Added |
| V-Square Quantitative Management LLC | 7,882 | $760.8K | 0.08% | +1,178+17.6% | Added |
| Allred Capital Management, LLC | 7,870 | $759.7K | 0.28% | +26+0.3% | Added |
| Keudell/Morrison Wealth Management | 7,847 | $757.4K | 0.15% | −20.0% | Reduced |
| SageOak Financial, LLC | 7,844 | $757.1K | 0.53% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,842 | $756.9K | 0.01% | +740+10.4% | Added |
| Capstone Wealth Management, LLC | 7,839 | $756.7K | 0.53% | +41+0.5% | Added |
| Patten Group, Inc. | 7,836 | $756.3K | 0.13% | +105+1.4% | Added |
| Blue Rock Wealth Management LLC | 7,815 | $754.3K | 0.48% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,779 | $750.8K | 0.13% | +25+0.3% | Added |
| Columbia Asset Management | 7,769 | $749.8K | 0.14% | +4+0.1% | Added |
| Element Wealth, LLC | 7,759 | $748.9K | 0.31% | +63+0.8% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 7,740 | $747.0K | 0.44% | +7,740 | New |
| Roberts Glore & Co Inc | 7,727 | $745.8K | 0.20% | −250−3.1% | Reduced |
| Visionary Horizons, LLC | 7,722 | $745.4K | 0.37% | −64−0.8% | Reduced |
| Wealth Alliance | 7,695 | $742.7K | 0.07% | −409−5.0% | Reduced |
| Archer Investment Corp | 7,663 | $739.6K | 0.16% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,662 | $739.5K | 0.05% | −140−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 7,661 | $739.5K | 0.04% | +863+12.7% | Added |
| Northstar Advisory Group, LLC | 7,654 | $738.8K | 0.28% | +98+1.3% | Added |
| Adviser Investments LLC | 7,636 | $737.0K | 0.01% | +2,683+54.2% | Added |
| Summitry LLC | 7,628 | $736.3K | 0.03% | +31+0.4% | Added |
| Means Investment Co., Inc. | 7,627 | $736.2K | 0.06% | −846−10.0% | Reduced |
| Private Capital Management, LLC | 7,622 | $735.7K | 0.07% | 00.0% | Unchanged |
| Garner Asset Management Corp | 7,621 | $735.5K | 0.29% | −51−0.7% | Reduced |
| Holistic Planning, LLC | 7,601 | $733.7K | 0.15% | +110+1.5% | Added |
| Beaumont Asset Management, L.L.C. | 7,600 | $733.6K | 0.33% | +348+4.8% | Added |
| Investment Planning Advisors, Inc. | 7,573 | $731.0K | 0.20% | +1,158+18.1% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,555 | $729.2K | 0.58% | 00.0% | Unchanged |
| Archetype Wealth Partners | 7,520 | $726.0K | 0.09% | +800+11.9% | Added |
| Northstar Financial Companies, Inc. | 7,519 | $725.7K | 0.58% | −4,374−36.8% | Reduced |
| Skyline Advisors, Inc. | 7,507 | $724.6K | 0.25% | 00.0% | Unchanged |
| AMG National Trust Bank | 7,458 | $720.0K | 0.02% | +4,155+125.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,456 | $719.7K | 0.20% | +7,456 | New |