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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 4,539 | $438.1K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Advisors | 4,537 | $437.9K | 0.03% | +4,537 | New |
| J. L. Bainbridge & Co., Inc. | 4,534 | $437.6K | 0.04% | +3+0.1% | Added |
| Bath Savings Trust Co | 4,532 | $437.4K | 0.05% | −586−11.4% | Reduced |
| Sara-Bay Financial | 4,531 | $437.3K | 0.14% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 4,527 | $436.9K | 0.18% | +4,527 | New |
| Syntegra Private Wealth Group, LLC | 4,526 | $436.9K | 0.04% | −105−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,510 | $435.3K | 0.01% | +979+27.7% | Added |
| Secure Asset Management, LLC | 4,505 | $434.8K | 0.07% | −5,140−53.3% | Reduced |
| Howard Capital Management Inc. | 4,497 | $434.1K | 0.01% | −4,108−47.7% | Reduced |
| Wealth Management Nebraska | 4,494 | $433.8K | 0.04% | −68−1.5% | Reduced |
| Soltis Investment Advisors LLC | 4,490 | $433.4K | 0.03% | −91−2.0% | Reduced |
| Orca Wealth Management, LLC | 4,487 | $433.1K | 0.31% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,475 | $431.9K | 0.22% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,475 | $431.9K | 0.04% | +650+17.0% | Added |
| Aureus Asset Management, LLC | 4,463 | $430.8K | 0.03% | +4,463 | New |
| Rise Advisors, LLC | 4,443 | $430.7K | 0.15% | −69−1.5% | Reduced |
| Investment House LLC | 4,458 | $430.3K | 0.02% | 00.0% | Unchanged |
| Willis Investment Counsel | 4,447 | $429.2K | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 4,440 | $428.6K | 0.03% | −5−0.1% | Reduced |
| Hall Capital Management Co Inc | 4,411 | $426.5K | 0.15% | +33+0.8% | Added |
| Colonial Trust Co | 4,414 | $426.0K | 0.06% | +1,314+42.4% | Added |
| TCI Wealth Advisors, Inc. | 4,413 | $425.9K | 0.02% | −20.0% | Reduced |
| Firestone Capital Management | 4,408 | $425.5K | 0.09% | −43−1.0% | Reduced |
| Bullock Wealth Management Group | 4,386 | $425.2K | 0.21% | +23+0.5% | Added |
| Hanlon Investment Management, Inc. | 4,398 | $424.5K | 0.23% | +87+2.0% | Added |
| Hodges Capital Management Inc. | 4,375 | $422.3K | 0.03% | +650+17.4% | Added |
| Crews Bank & Trust | 4,360 | $420.8K | 0.06% | −65−1.5% | Reduced |
| Palumbo Wealth Management LLC | 4,350 | $419.8K | 0.10% | −244−5.3% | Reduced |
| Longview Financial Advisors, Inc. | 4,321 | $417.1K | 0.25% | +3+0.1% | Added |
| Ferguson Shapiro LLC | 4,316 | $416.6K | 0.13% | +3+0.1% | Added |
| Chapin Davis, Inc. | 4,291 | $414.2K | 0.09% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,279 | $413.0K | 0.08% | +52+1.2% | Added |
| Patriot Investment Management Inc. | 4,262 | $411.4K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,394 | $410.9K | 0.03% | +4,394 | New |
| Level Wealth Management LLC | 4,251 | $410.3K | 0.19% | +76+1.8% | Added |
| Keynote Financial Services LLC | 4,243 | $409.5K | 0.22% | +105+2.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,240 | $409.2K | 0.12% | +34+0.8% | Added |
| TRB Wealth Management, LLC | 4,239 | $409.1K | 0.06% | +4,239 | New |
| Cambria Investment Management, L.P. | 4,235 | $408.8K | 0.02% | +1,143+37.0% | Added |
| GEM Asset Management, LLC | 4,230 | $408.3K | 0.18% | −49−1.1% | Reduced |
| Bluedoor Private Wealth, LLC | 4,230 | $408.3K | 0.19% | +213+5.3% | Added |
| Key Client Fiduciary Advisors, LLC | 4,229 | $408.2K | 0.14% | −139−3.2% | Reduced |
| Meridian Financial, LLC | 4,227 | $408.0K | 0.22% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,211 | $406.4K | 0.03% | +660+18.6% | Added |
| Elmwood Wealth Management, Inc. | 4,210 | $406.4K | 0.11% | +210+5.3% | Added |
| Plante Moran Financial Advisors, LLC | 4,204 | $405.8K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,186 | $405.7K | 0.06% | +411+10.9% | Added |
| Independence Bank of Kentucky | 4,200 | $405.4K | 0.05% | −57−1.3% | Reduced |
| Radnor Capital Management, LLC | 4,200 | $405.4K | 0.06% | 00.0% | Unchanged |
| Severin Investments, LLC | 4,200 | $405.4K | 0.35% | −42−1.0% | Reduced |
| Spinnaker Trust | 4,178 | $403.3K | 0.02% | −250−5.6% | Reduced |
| MJP Associates Inc | 4,167 | $402.2K | 0.05% | +275+7.1% | Added |
| Univest Financial Corp | 4,165 | $402.0K | 0.02% | +3+0.1% | Added |
| Trust Co | 4,164 | $401.9K | 0.04% | +262+6.7% | Added |
| Uniting Wealth Partners, LLC | 4,134 | $399.0K | 0.08% | +10.0% | Added |
| Wealthspan Partners, LLC | 4,119 | $397.6K | 0.14% | +20.0% | Added |
| JB Capital LLC | 4,114 | $397.1K | 0.02% | +3+0.1% | Added |
| American Financial Advisors, LLC | 4,106 | $396.3K | 0.05% | +20+0.5% | Added |
| Insigneo Advisory Services, LLC | 4,101 | $395.8K | 0.03% | +171+4.4% | Added |
| Brandywine Oak Private Wealth LLC | 4,088 | $394.6K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,081 | $393.9K | 0.19% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,080 | $393.8K | 0.04% | +300+7.9% | Added |
| E Fund Management Co., Ltd. | 4,079 | $393.7K | 0.01% | +4,079 | New |
| Hanson & Doremus Investment Management | 4,061 | $392.0K | 0.05% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4,051 | $391.0K | 0.17% | −1,535−27.5% | Reduced |
| Willis Johnson & Associates, Inc. | 4,045 | $390.4K | 0.02% | −17−0.4% | Reduced |
| Alchemi Wealth, LLC | 4,041 | $390.1K | 0.22% | +48+1.2% | Added |
| SmartHarvest Portfolios, LLC | 4,036 | $389.6K | 0.16% | −735−15.4% | Reduced |
| Members Wealth LLC | 4,233 | $388.9K | 0.23% | −216−4.9% | Reduced |
| Live Oak Private Wealth LLC | 4,029 | $388.8K | 0.05% | +100+2.5% | Added |
| AA Financial Advisors, LLC | 4,028 | $388.8K | 0.05% | +211+5.5% | Added |
| OMNI 360 Wealth, Inc. | 4,028 | $388.8K | 0.20% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,027 | $388.7K | 0.20% | +72+1.8% | Added |
| ESL Trust Services, LLC | 4,000 | $386.1K | 0.07% | 00.0% | Unchanged |
| Envision Financial Transparency, LLC | 3,995 | $386.0K | 0.38% | +3,995 | New |
| Huntleigh Advisors, Inc. | 3,997 | $385.8K | 0.07% | −498−11.1% | Reduced |
| Turning Point Benefit Group, Inc. | 3,976 | $385.3K | 0.25% | +52+1.3% | Added |
| Quotient Wealth Partners, LLC | 3,988 | $384.9K | 0.01% | −24−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 3,973 | $383.5K | 0.02% | +525+15.2% | Added |
| Oslo Pensjonsforsikring AS | 3,973 | $383.5K | 0.06% | +3,973 | New |
| Range Advisory, LLC | 3,971 | $383.3K | 0.07% | +3,971 | New |
| Trust Co of Toledo NA | 3,971 | $383.3K | 0.04% | +87+2.2% | Added |
| Relyea Zuckerberg Hanson LLC | 3,962 | $382.4K | 0.04% | −425−9.7% | Reduced |
| OmniStar Financial Group, Inc. | 3,954 | $381.6K | 0.20% | −25,726−86.7% | Reduced |
| Plancorp, LLC | 3,920 | $380.8K | 0.01% | −9−0.2% | Reduced |
| Gentry Private Wealth, LLC | 3,942 | $380.5K | 0.23% | −276−6.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,929 | $379.3K | 0.05% | +745+23.4% | Added |
| Platform Technology Partners | 3,910 | $377.4K | 0.07% | +703+21.9% | Added |
| Trilogy Capital Inc. | 3,907 | $377.1K | 0.02% | −30−0.8% | Reduced |
| Campion Asset Management LLC | 3,903 | $376.7K | 0.26% | −112−2.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,899 | $376.3K | 0.24% | +258+7.1% | Added |
| Pinnacle Bancorp, Inc. | 3,898 | $376.2K | 0.11% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 3,889 | $375.3K | 0.10% | −32−0.8% | Reduced |
| OneAscent Family Office, LLC | 3,885 | $375.0K | 0.26% | −824−17.5% | Reduced |
| Quent Capital, LLC | 3,880 | $374.5K | 0.03% | −524−11.9% | Reduced |
| Acropolis Investment Management, LLC | 3,879 | $374.4K | 0.02% | −178−4.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,879 | $374.4K | 0.16% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,879 | $374.4K | 0.02% | +7+0.2% | Added |
| Everhart Financial Group, Inc. | 3,874 | $373.9K | 0.03% | +1,342+53.0% | Added |