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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 6,252 | $603.4K | 0.01% | +1,435+29.8% | Added |
| SFMG, LLC | 6,240 | $602.3K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6,186 | $597.1K | 0.12% | 00.0% | Unchanged |
| Summit Global Investments | 6,188 | $597.0K | 0.04% | +5+0.1% | Added |
| SRS Capital Advisors, Inc. | 6,170 | $595.5K | 0.02% | −13,267−68.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,156 | $594.1K | 0.03% | +6,156 | New |
| Union Savings Bank | 6,104 | $589.1K | 0.26% | −701−10.3% | Reduced |
| FourThought Financial Partners, LLC | 6,087 | $587.6K | 0.05% | −463−7.1% | Reduced |
| Verition Fund Management LLC | 6,086 | $587.4K | 0.01% | −29,291−82.8% | Reduced |
| Thoroughbred Financial Services, LLC | 6,052 | $584.0K | 0.03% | −4−0.1% | Reduced |
| Marathon Capital Management | 6,050 | $583.9K | 0.13% | −550−8.3% | Reduced |
| Zinnia Wealth Advisory, LLC | 6,046 | $583.6K | 0.65% | −150−2.4% | Reduced |
| PFW Advisors LLC | 6,033 | $582.3K | 0.18% | +10.0% | Added |
| Integras Partners LLC | 6,025 | $581.5K | 0.38% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 6,025 | $581.5K | 0.13% | +15+0.2% | Added |
| Van Hulzen Asset Management, LLC | 6,011 | $580.2K | 0.04% | −600−9.1% | Reduced |
| Childress Capital Advisors, LLC | 6,002 | $579.3K | 0.10% | −1,262−17.4% | Reduced |
| GF Fund Management Co. Ltd. | 5,988 | $578.0K | 0.01% | +2,028+51.2% | Added |
| Inscription Capital, LLC | 5,973 | $576.5K | 0.06% | +469+8.5% | Added |
| Landmark Wealth Management, LLC | 5,972 | $576.4K | 0.15% | +5,972 | New |
| Fortress Private Ledger, LLC | 5,959 | $575.1K | 0.18% | −456−7.1% | Reduced |
| Z3 Capital Partners, LLC | 5,957 | $575.0K | 0.15% | −95−1.6% | Reduced |
| Reliant Investment Partners, LLC | 5,945 | $573.8K | 0.48% | +10.0% | Added |
| Legacy Financial Strategies, LLC | 5,938 | $573.1K | 0.10% | −132−2.2% | Reduced |
| Calton & Associates, Inc. | 5,936 | $572.9K | 0.08% | −247−4.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,925 | $571.9K | 0.31% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,915 | $570.9K | 0.05% | +400+7.3% | Added |
| Red Wave Investments LLC | 5,904 | $569.8K | 0.17% | −19−0.3% | Reduced |
| Schulhoff & Co Inc | 5,875 | $567.1K | 0.23% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 5,868 | $566.3K | 0.34% | +218+3.9% | Added |
| OMC Financial Services LTD | 5,867 | $566.3K | 0.22% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 5,859 | $565.5K | 0.08% | +2,312+65.2% | Added |
| Approach Retirement Advisors, LLC | 5,851 | $564.7K | 0.47% | +506+9.5% | Added |
| Verus Financial Partners, Inc. | 5,950 | $564.7K | 0.05% | 00.0% | Unchanged |
| Orion Investment Co | 5,845 | $564.2K | 0.18% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,835 | $563.2K | 0.37% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 5,830 | $562.7K | 0.16% | −116−2.0% | Reduced |
| Ballew Advisors, Inc | 5,745 | $560.7K | 0.32% | +20.0% | Added |
| Concentric Capital Strategies, LP | 5,805 | $560.3K | 0.05% | +5,805 | New |
| Diligent Investors, LLC | 5,786 | $558.5K | 0.14% | −147−2.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,772 | $557.1K | 0.04% | +2,206+61.9% | Added |
| Websterrogers Financial Advisors, LLC | 5,766 | $556.5K | 0.16% | +5,766 | New |
| 6th Street Advisors, LLC | 5,745 | $554.6K | 0.35% | +5,745 | New |
| Requisite Capital Management, LLC | 5,742 | $554.2K | 0.10% | −128−2.2% | Reduced |
| O'Rourke & Company, Inc | 5,739 | $554.0K | 0.22% | +5+0.1% | Added |
| First Dallas Securities Inc. | 5,735 | $553.5K | 0.20% | −60−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,731 | $553.1K | 0.08% | +741+14.8% | Added |
| Investors Research Corp | 5,730 | $553.1K | 0.11% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,710 | $551.1K | 0.01% | +2,670+87.8% | Added |
| TruWealth Advisors, LLC | 5,708 | $550.9K | 0.03% | −109−1.9% | Reduced |
| 71 West Capital Partners | 5,700 | $550.2K | 0.02% | +1,440+33.8% | Added |
| Duncker Streett & Co Inc | 5,700 | $550.1K | 0.10% | +385+7.2% | Added |
| B&L Asset Management LLC | 5,695 | $549.7K | 0.24% | +1,365+31.5% | Added |
| Syverson Strege & Co | 5,681 | $548.3K | 0.13% | −361−6.0% | Reduced |
| Knollwood Investment Advisory, LLC | 5,663 | $546.6K | 0.06% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,660 | $546.3K | 0.24% | −81−1.4% | Reduced |
| BLB&B Advisors, LLC | 5,659 | $546.2K | 0.02% | +1,060+23.0% | Added |
| Charter Trust Co | 5,645 | $544.9K | 0.03% | +188+3.4% | Added |
| Davy Global Fund Management Ltd | 5,625 | $542.9K | 0.04% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,610 | $541.5K | 0.04% | +342+6.5% | Added |
| Northwest & Ethical Investments L.P. | 5,579 | $540.9K | 0.01% | +5,579 | New |
| Kapstone Financial Advisors LLC | 5,601 | $540.6K | 0.26% | −62−1.1% | Reduced |
| Scotia Capital Inc. | 5,599 | $540.4K | 0.00% | −137−2.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,595 | $540.0K | 0.04% | +5,595 | New |
| Thrive Wealth Management, LLC | 5,584 | $539.0K | 0.08% | −873−13.5% | Reduced |
| Altfest L J & Co Inc | 5,580 | $538.6K | 0.06% | +290+5.5% | Added |
| Summit Financial Wealth Advisors, LLC | 5,559 | $536.6K | 0.08% | −20.0% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 5,536 | $534.3K | 0.24% | +541+10.8% | Added |
| Motco | 5,518 | $532.6K | 0.05% | −36−0.6% | Reduced |
| Linscomb & Williams, Inc. | 5,515 | $532.3K | 0.02% | −805−12.7% | Reduced |
| Hickory Point Bank & Trust | 5,507 | $531.5K | 0.35% | −100−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 5,505 | $531.4K | 0.03% | −5−0.1% | Reduced |
| Hilton Head Capital Partners, LLC | 5,501 | $530.9K | 0.30% | +4+0.1% | Added |
| Alessandra Capital Management, LLC | 5,480 | $528.9K | 0.45% | −2,740−33.3% | Reduced |
| Intrua Financial, LLC | 5,479 | $528.8K | 0.06% | +46+0.8% | Added |
| SHP Wealth Management | 5,477 | $528.6K | 0.04% | −445−7.5% | Reduced |
| Clearwave Capital, LLC | 5,460 | $527.0K | 0.36% | −22−0.4% | Reduced |
| MBM Wealth Consultants, LLC | 5,452 | $526.3K | 0.12% | +347+6.8% | Added |
| Mathes Company, Inc. | 5,450 | $526.0K | 0.19% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 5,445 | $525.6K | 0.13% | +44+0.8% | Added |
| Premier Path Wealth Partners, LLC | 5,444 | $525.5K | 0.07% | +1,041+23.6% | Added |
| Congress Asset Management Co | 5,436 | $524.7K | 0.00% | −446−7.6% | Reduced |
| Valued Retirements, Inc. | 5,431 | $524.2K | 0.51% | +70+1.3% | Added |
| Clarity Wealth Development LLC | 5,430 | $524.1K | 0.43% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,427 | $523.8K | 0.16% | +31+0.6% | Added |
| Qtron Investments LLC | 5,426 | $523.7K | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,423 | $523.4K | 0.18% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 5,916 | $523.3K | 0.05% | +3,003+103.1% | Added |
| Sapient Capital LLC | 5,397 | $520.9K | 0.01% | +2,305+74.5% | Added |
| Fjell Capital, LLC | 5,363 | $517.6K | 0.40% | +320+6.3% | Added |
| Formidable Asset Management, LLC | 5,924 | $516.6K | 0.08% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5,346 | $516.0K | 0.03% | −263−4.7% | Reduced |
| Wealthcare Capital Management LLC | 5,338 | $515.2K | 0.05% | +5,338 | New |
| LCNB Corp | 5,336 | $515.0K | 0.17% | −300−5.3% | Reduced |
| New Republic Capital, LLC | 5,330 | $514.5K | 0.17% | −616−10.4% | Reduced |
| Cohen Investment Advisors LLC | 5,327 | $514.2K | 0.24% | +154+3.0% | Added |
| Cozad Asset Management Inc | 5,318 | $513.3K | 0.04% | +268+5.3% | Added |
| Bey-Douglas LLC | 5,308 | $512.3K | 0.45% | −88−1.6% | Reduced |
| Conning Inc. | 5,284 | $510.0K | 0.02% | −778−12.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,281 | $509.7K | 0.01% | +114+2.2% | Added |