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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 5,262 | $507.9K | 0.10% | +103+2.0% | Added |
| First Business Financial Services, Inc. | 5,261 | $507.8K | 0.05% | +827+18.7% | Added |
| Hartline Investment Corp | 5,260 | $507.7K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,244 | $506.2K | 0.02% | +102+2.0% | Added |
| Kesler, Norman & Wride, LLC | 5,239 | $505.6K | 0.09% | −572−9.8% | Reduced |
| Gratus Wealth Advisors, LLC | 5,230 | $504.8K | 0.07% | −66−1.2% | Reduced |
| Chicago Trust Co NA | 5,228 | $504.6K | 0.08% | −468−8.2% | Reduced |
| PSI Advisors, LLC | 5,214 | $503.3K | 0.12% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 5,212 | $503.1K | 0.45% | +2,307+79.4% | Added |
| VeraBank, N.A. | 5,210 | $502.9K | 0.09% | +400+8.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,203 | $502.2K | 0.09% | +98+1.9% | Added |
| Drive Wealth Management, LLC | 5,189 | $500.8K | 0.11% | +31+0.6% | Added |
| Eastover Investment Advisors LLC | 5,185 | $500.5K | 0.21% | 00.0% | Unchanged |
| Cypress Capital Group | 5,183 | $500.3K | 0.06% | +839+19.3% | Added |
| Doliver Advisors, LP | 5,178 | $499.8K | 0.11% | −225−4.2% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $498.0K | 0.27% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 5,156 | $498.0K | 0.02% | +5,156 | New |
| SIH Partners, LLLP | 5,158 | $497.9K | 0.02% | +5,158 | New |
| WealthTrust Axiom LLC | 5,147 | $496.8K | 0.12% | +9+0.2% | Added |
| Values First Advisors, Inc. | 5,137 | $495.8K | 0.26% | −1,542−23.1% | Reduced |
| Annex Advisory Services, LLC | 5,137 | $495.8K | 0.01% | −42,126−89.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,125 | $495.0K | 0.34% | −185−3.5% | Reduced |
| HBK Investments L P | 5,123 | $494.5K | 0.01% | +5,123 | New |
| Capital Investment Counsel, Inc | 5,105 | $492.7K | 0.06% | +300+6.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $492.6K | 0.24% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 5,100 | $492.3K | 0.07% | 00.0% | Unchanged |
| Ridge Creek Global, Inc | 5,099 | $492.2K | 0.42% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 5,521 | $492.1K | 0.06% | −14,611−72.6% | Reduced |
| Wealth Quarterback LLC | 5,089 | $491.2K | 0.19% | +502+10.9% | Added |
| LGT Fund Management Co Ltd. | 5,078 | $490.1K | 0.02% | −1,547−23.4% | Reduced |
| Klingman & Associates, LLC | 5,073 | $489.6K | 0.02% | −163−3.1% | Reduced |
| Gradient Investments LLC | 5,066 | $488.9K | 0.01% | +520+11.4% | Added |
| Holcombe Financial, Inc. | 5,063 | $488.7K | 0.29% | +5,063 | New |
| Trust Co of the South | 5,060 | $488.4K | 0.08% | +1,128+28.7% | Added |
| Arlington Trust Co LLC | 5,037 | $486.2K | 0.04% | +1,412+39.0% | Added |
| Argent Advisors, Inc. | 5,035 | $486.0K | 0.13% | −295−5.5% | Reduced |
| Founders Financial Alliance, LLC | 5,028 | $485.3K | 0.09% | +1,695+50.9% | Added |
| Steel Peak Wealth Management LLC | 5,027 | $485.2K | 0.02% | +145+3.0% | Added |
| SageView Advisory Group, LLC | 5,019 | $484.5K | 0.02% | −14,739−74.6% | Reduced |
| Tranquility Partners, LLC | 5,012 | $483.8K | 0.18% | +347+7.4% | Added |
| Correct Capital Wealth Management | 5,000 | $482.6K | 0.09% | −250−4.8% | Reduced |
| Hartford Financial Management Inc. | 5,000 | $482.6K | 0.12% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 5,000 | $482.6K | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,996 | $482.2K | 0.01% | −338−6.3% | Reduced |
| Fonville Wealth Management LLC | 4,992 | $481.8K | 0.09% | +538+12.1% | Added |
| LVM Capital Management Ltd | 4,974 | $480.0K | 0.05% | +167+3.5% | Added |
| Shrier Wealth Management, LLC | 4,948 | $477.6K | 0.17% | +98+2.0% | Added |
| Prosperity Financial Group, Inc. | 4,945 | $477.3K | 0.18% | +34+0.7% | Added |
| Penobscot Investment Management Company, Inc. | 4,935 | $476.3K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,928 | $475.7K | 0.01% | +460+10.3% | Added |
| Bill Few Associates, Inc. | 4,927 | $475.5K | 0.11% | +14+0.3% | Added |
| Seelaus Asset Management LLC | 4,923 | $475.2K | 0.34% | +115+2.4% | Added |
| Lee Danner & Bass Inc | 4,920 | $474.9K | 0.03% | 00.0% | Unchanged |
| Wynn Capital, LLC | 4,916 | $474.5K | 0.24% | −110−2.2% | Reduced |
| Truvestments Capital LLC | 4,916 | $474.5K | 0.09% | +370+8.1% | Added |
| Fusion Capital, LLC | 4,910 | $473.9K | 0.13% | +11+0.2% | Added |
| Camden Capital, LLC | 4,902 | $473.1K | 0.03% | −879−15.2% | Reduced |
| AdviceOne Advisory Services, LLC | 4,900 | $472.9K | 0.29% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,898 | $472.8K | 0.23% | +288+6.2% | Added |
| Vista Investment Partners II, LLC | 4,885 | $471.5K | 0.21% | −779−13.8% | Reduced |
| Independent Financial Group, LLC | 4,879 | $470.9K | 0.01% | +48+1.0% | Added |
| McGowan Group Asset Management, Inc. | 4,873 | $470.4K | 0.06% | +10.0% | Added |
| Veracity Capital LLC | 4,872 | $470.3K | 0.17% | −92−1.9% | Reduced |
| GeoWealth Management, LLC | 4,865 | $469.6K | 0.02% | +535+12.4% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $468.8K | 0.35% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,856 | $468.7K | 0.10% | +40+0.8% | Added |
| RF&L Wealth Management, LLC | 4,852 | $468.3K | 0.35% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,822 | $465.4K | 0.02% | +4+0.1% | Added |
| Inspire Advisors, LLC | 4,810 | $464.2K | 0.04% | +352+7.9% | Added |
| Berkshire Bank | 4,804 | $463.7K | 0.10% | +1,961+69.0% | Added |
| Resolute Wealth Strategies, LLC | 4,797 | $463.0K | 0.20% | +41+0.9% | Added |
| Resolute Capital, LLC | 4,788 | $462.2K | 0.19% | −195−3.9% | Reduced |
| Cim Investment Mangement Inc | 4,783 | $461.7K | 0.12% | −21−0.4% | Reduced |
| Nadler Financial Group, Inc. | 4,775 | $460.9K | 0.04% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 4,731 | $458.6K | 0.39% | +534+12.7% | Added |
| Bridgewater Advisors Inc. | 5,130 | $456.6K | 0.03% | −84−1.6% | Reduced |
| Resurgent Financial Advisors LLC | 4,723 | $455.9K | 0.17% | +4,723 | New |
| Texas Capital Bank Wealth Management Services Inc | 4,721 | $455.7K | 0.03% | −634−11.8% | Reduced |
| My Portfolio Guide, LLC | 4,714 | $455.0K | 0.25% | +4,714 | New |
| Boston Research & Management Inc | 4,710 | $454.6K | 0.11% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 4,948 | $454.5K | 0.07% | −704−12.5% | Reduced |
| Waycross Partners, LLC | 4,709 | $454.5K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,702 | $453.8K | 0.09% | +106+2.3% | Added |
| Fulton Breakefield Broenniman LLC | 4,700 | $453.6K | 0.03% | −166−3.4% | Reduced |
| Versant Capital Management, Inc | 4,694 | $453.1K | 0.04% | +876+22.9% | Added |
| Legacy Trust | 4,691 | $452.8K | 0.09% | −150−3.1% | Reduced |
| Thomas Story & Son LLC | 4,650 | $448.8K | 0.17% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 4,645 | $448.4K | 0.16% | +394+9.3% | Added |
| Claris Financial LLC | 4,644 | $448.3K | 0.25% | −185−3.8% | Reduced |
| Manske Wealth Management | 4,642 | $448.0K | 0.13% | −65−1.4% | Reduced |
| MKT Advisors LLC | 4,615 | $446.8K | 0.15% | −37−0.8% | Reduced |
| Violich Capital Management, Inc. | 4,629 | $446.8K | 0.05% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 4,624 | $446.3K | 0.03% | +117+2.6% | Added |
| Bank of New Hampshire | 4,607 | $444.7K | 0.10% | −325−6.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,603 | $444.3K | 1.01% | +4,603 | New |
| HighPoint Advisor Group LLC | 4,567 | $440.8K | 0.02% | −37,296−89.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,560 | $440.1K | 0.03% | −16−0.3% | Reduced |
| Hummer Financial Advisory Services Inc | 4,550 | $439.2K | 0.31% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 4,549 | $439.1K | 0.45% | −440−8.8% | Reduced |
| Godsey & Gibb Associates | 4,543 | $438.5K | 0.04% | −85−1.8% | Reduced |