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 |
|---|---|---|---|---|---|
| Daviman Financial, LLC | 7,446 | $718.6K | 0.42% | +58+0.8% | Added |
| Martingale Asset Management L P | 7,419 | $716.1K | 0.02% | +7,419 | New |
| Avestar Capital, LLC | 7,403 | $714.6K | 0.05% | −34−0.5% | Reduced |
| Keebeck Wealth Management, LLC | 7,398 | $714.1K | 0.08% | +1,396+23.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,389 | $713.2K | 0.11% | +210+2.9% | Added |
| Wulff, Hansen & Co. | 7,383 | $712.6K | 0.73% | −265−3.5% | Reduced |
| 1st Source Bank | 7,376 | $711.9K | 0.04% | +1,925+35.3% | Added |
| Phoenix Holdings Ltd. | 7,379 | $711.7K | 0.01% | −3,001−28.9% | Reduced |
| 3Chopt Investment Partners, LLC | 7,343 | $708.7K | 0.16% | +1,104+17.7% | Added |
| Allianz Asset Management GmbH | 7,336 | $708.1K | 0.00% | −13,035−64.0% | Reduced |
| Rather & Kittrell, Inc. | 7,321 | $706.6K | 0.11% | +80+1.1% | Added |
| Wilkins Miller Wealth Management, LLC | 7,316 | $706.1K | 0.43% | +7+0.1% | Added |
| Davidson Investment Advisors | 7,300 | $704.6K | 0.03% | −675−8.5% | Reduced |
| Beacon Investment Advisors LLC | 7,293 | $703.9K | 0.27% | −34−0.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,286 | $703.2K | 0.14% | −663−8.3% | Reduced |
| Diversified Management Inc | 7,277 | $702.4K | 0.12% | +7,277 | New |
| Beacon Financial Group | 7,273 | $702.0K | 0.07% | +20+0.3% | Added |
| Journey Strategic Wealth LLC | 7,251 | $699.9K | 0.02% | +1,697+30.6% | Added |
| Atlantic Trust, LLC | 7,245 | $699.3K | 0.11% | −49−0.7% | Reduced |
| Summit Asset Management, LLC | 7,240 | $698.8K | 0.10% | +164+2.3% | Added |
| First Command Advisory Services, Inc. | 7,240 | $698.8K | 0.00% | +281+4.0% | Added |
| Viawealth, LLC | 7,224 | $697.3K | 0.39% | +98+1.4% | Added |
| BluePath Capital Management, LLC | 7,218 | $696.7K | 0.48% | −27−0.4% | Reduced |
| Abound Wealth Management | 7,187 | $693.7K | 0.16% | +35+0.5% | Added |
| Baldwin Brothers Inc | 7,166 | $691.7K | 0.05% | 00.0% | Unchanged |
| W Advisors, LLC | 7,143 | $689.5K | 0.35% | −22−0.3% | Reduced |
| Country Trust Bank | 7,142 | $689.3K | 0.01% | −36−0.5% | Reduced |
| Mason & Associates, LLC | 7,132 | $688.4K | 0.16% | +7,132 | New |
| Lathrop Investment Management Corp | 7,126 | $688.0K | 0.13% | 00.0% | Unchanged |
| BCS Wealth Management | 7,110 | $686.3K | 0.14% | −7,128−50.1% | Reduced |
| WMG Financial Advisors, LLC | 7,106 | $685.9K | 0.29% | +306+4.5% | Added |
| Destination Wealth Management | 7,079 | $683.3K | 0.02% | −24−0.3% | Reduced |
| SNS Financial Group, LLC | 7,074 | $682.7K | 0.06% | +1,208+20.6% | Added |
| LaFleur & Godfrey LLC | 7,056 | $681.0K | 0.08% | −2,284−24.5% | Reduced |
| DB&C Advisors, LLC | 7,002 | $675.8K | 0.88% | +22+0.3% | Added |
| Sound Income Strategies, LLC | 6,953 | $674.0K | 0.03% | −5,174−42.7% | Reduced |
| Goldstone Financial Group, LLC | 6,965 | $672.3K | 0.07% | −1,472−17.4% | Reduced |
| RMB Capital Management, LLC | 6,961 | $671.9K | 0.01% | +712+11.4% | Added |
| Arrow Financial Corp | 6,954 | $671.2K | 0.07% | +237+3.5% | Added |
| Summit Wealth Group LLC | 6,948 | $670.6K | 0.07% | +1,491+27.3% | Added |
| David J Yvars Group | 6,935 | $669.4K | 0.37% | −98−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,897 | $665.7K | 0.04% | −185−2.6% | Reduced |
| Novare Capital Management LLC | 6,884 | $664.4K | 0.05% | +26+0.4% | Added |
| Catalyst Financial Partners LLC | 6,858 | $661.9K | 0.08% | +3,078+81.4% | Added |
| Sentry LLC | 6,849 | $661.1K | 0.21% | −244−3.4% | Reduced |
| Greenup Street Wealth Management LLC | 6,829 | $659.1K | 0.09% | +15+0.2% | Added |
| 111 Capital | 6,810 | $657.3K | 0.16% | +6,810 | New |
| Financial Enhancement Group LLC | 6,949 | $656.8K | 0.08% | +24+0.3% | Added |
| Client 1st Advisory Group, LLC | 6,803 | $656.7K | 0.20% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 6,800 | $656.3K | 0.26% | +62+0.9% | Added |
| Stokes Capital Advisors, LLC | 6,794 | $655.8K | 0.15% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 6,792 | $655.6K | 0.03% | −544−7.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,710 | $653.9K | 0.02% | −2,732−28.9% | Reduced |
| Ironsides Asset Advisors, LLC | 6,770 | $653.4K | 0.16% | +3,508+107.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,767 | $653.1K | 0.07% | +20.0% | Added |
| Davidson Trust Co | 6,762 | $652.7K | 0.28% | +100+1.5% | Added |
| Sepio Capital, LP | 6,762 | $652.7K | 0.04% | +123+1.9% | Added |
| Engineers Gate Manager LP | 6,749 | $651.4K | 0.01% | −54,904−89.1% | Reduced |
| Smithfield Trust Co | 6,750 | $651.0K | 0.03% | +310+4.8% | Added |
| BankPlus Trust Department | 6,735 | $650.1K | 0.17% | +309+4.8% | Added |
| Crestwood Advisors Group LLC | 6,721 | $648.7K | 0.01% | +2,281+51.4% | Added |
| Wealth Alliance Advisory Group, LLC | 6,693 | $646.0K | 0.10% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 6,656 | $642.4K | 0.05% | −2,167−24.6% | Reduced |
| BCR Wealth Strategies, LLC | 6,660 | $642.0K | 0.20% | −349−5.0% | Reduced |
| Good Harbor Advisors, Inc. | 6,606 | $637.7K | 0.70% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,592 | $636.3K | 0.04% | −350−5.0% | Reduced |
| MBL Wealth, LLC | 6,587 | $635.8K | 0.05% | −101−1.5% | Reduced |
| Finward Bancorp | 6,586 | $635.7K | 0.51% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 6,583 | $635.3K | 0.20% | +853+14.9% | Added |
| Cooper Financial Group | 6,563 | $633.5K | 0.06% | −7−0.1% | Reduced |
| Trust Co of Virginia | 6,555 | $632.7K | 0.05% | +87+1.3% | Added |
| Flagship Harbor Advisors, LLC | 6,552 | $632.4K | 0.03% | −13−0.2% | Reduced |
| Beta Wealth Group, Inc. | 6,528 | $630.0K | 0.26% | +204+3.2% | Added |
| Samara Investment Management, LLC | 6,518 | $629.1K | 0.65% | +6,518 | New |
| Focused Alpha, LLC | 6,494 | $626.8K | 0.19% | +30.0% | Added |
| Aventura Private Wealth, LLC | 6,488 | $626.2K | 0.23% | −702−9.8% | Reduced |
| Richwood Investment Advisors, LLC | 6,483 | $625.7K | 0.48% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 6,436 | $621.2K | 0.04% | −669−9.4% | Reduced |
| Clarendon Private LLC | 6,420 | $619.7K | 0.48% | −1,874−22.6% | Reduced |
| Colonial Trust Advisors | 6,416 | $619.3K | 0.05% | −103−1.6% | Reduced |
| Banco Santander, S.A. | 6,387 | $616.5K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 6,382 | $616.0K | 0.07% | −15−0.2% | Reduced |
| River Wealth Advisors LLC | 6,377 | $615.5K | 0.07% | −64−1.0% | Reduced |
| United Capital Management of KS, Inc. | 6,377 | $615.5K | 0.09% | +109+1.7% | Added |
| Chicago Capital, LLC | 6,375 | $615.3K | 0.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,358 | $613.7K | 0.17% | −23−0.4% | Reduced |
| Searle & Co. | 6,358 | $613.7K | 0.15% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 6,359 | $613.6K | 0.15% | −66−1.0% | Reduced |
| Park Place Capital Corp | 6,355 | $613.4K | 0.12% | −146−2.2% | Reduced |
| Strategies Wealth Advisors, LLC | 6,343 | $612.3K | 0.06% | −16−0.3% | Reduced |
| Builder Investment Group Inc | 6,337 | $611.6K | 0.13% | −50−0.8% | Reduced |
| Mindset Wealth Management, LLC | 6,331 | $611.1K | 0.16% | +20.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,325 | $610.5K | 0.01% | −6,526−50.8% | Reduced |
| PDS Planning, Inc | 6,319 | $609.9K | 0.04% | −293−4.4% | Reduced |
| Nilsine Partners, LLC | 6,503 | $609.8K | 0.05% | +413+6.8% | Added |
| Broyhill Asset Management | 6,317 | $609.7K | 0.60% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,316 | $609.6K | 0.01% | −204−3.1% | Reduced |
| Bienville Capital Management, LLC | 6,314 | $609.5K | 0.12% | +789+14.3% | Added |
| American National Bank | 6,265 | $604.7K | 0.06% | −560−8.2% | Reduced |
| Mirador Capital Partners LP | 6,261 | $604.3K | 0.09% | +43+0.7% | Added |