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 |
|---|---|---|---|---|---|
| Magnolia Wealth Management, LLC | 3,868 | $373.4K | 0.22% | +212+5.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 3,865 | $373.1K | 0.01% | +1,329+52.4% | Added |
| Narwhal Capital Management | 3,859 | $372.5K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 3,858 | $372.3K | 0.02% | −819−17.5% | Reduced |
| Capital Asset Advisory Services LLC | 3,973 | $371.5K | 0.01% | −343−7.9% | Reduced |
| White Pine Capital LLC | 3,847 | $371.3K | 0.10% | +150+4.1% | Added |
| D'Orazio & Associates, Inc. | 3,846 | $371.2K | 0.05% | −224−5.5% | Reduced |
| Proactive Wealth Strategies LLC | 3,830 | $369.7K | 0.07% | +3,830 | New |
| NFP Retirement, Inc. | 3,829 | $369.6K | 0.02% | −1,011−20.9% | Reduced |
| Acorns Advisers, LLC | 3,818 | $369.0K | 0.00% | +7+0.2% | Added |
| WealthBridge Capital Management, LLC | 3,816 | $368.3K | 0.08% | +373+10.8% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $367.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,802 | $366.9K | 0.06% | +2+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 3,790 | $365.8K | 0.03% | +5+0.1% | Added |
| First Foundation Advisors | 3,754 | $362.3K | 0.01% | −3,032−44.7% | Reduced |
| Ellis Investment Partners, LLC | 3,752 | $362.2K | 0.06% | +38+1.0% | Added |
| O'Brien Greene & Co. Inc | 3,750 | $361.9K | 0.10% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,750 | $361.9K | 0.03% | +700+23.0% | Added |
| Second Half Financial Partners, LLC | 3,749 | $361.8K | 0.16% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 3,746 | $361.6K | 0.16% | −379−9.2% | Reduced |
| Sax Wealth Advisors, LLC | 4,143 | $361.3K | 0.02% | −259−5.9% | Reduced |
| Bourne Lent Asset Management Inc | 3,731 | $360.1K | 0.13% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 3,720 | $359.0K | 0.07% | +38+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3,716 | $358.7K | 0.09% | +37+1.0% | Added |
| MCF Advisors LLC | 3,706 | $357.7K | 0.02% | +594+19.1% | Added |
| Douglass Winthrop Advisors, LLC | 3,700 | $357.1K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3,696 | $356.7K | 0.15% | +1,017+38.0% | Added |
| Private Wealth Asset Management, LLC | 3,692 | $356.4K | 0.04% | +81+2.2% | Added |
| Wayfinding Financial, LLC | 3,684 | $355.0K | 0.15% | +190+5.4% | Added |
| MBE Wealth Management, LLC | 3,674 | $354.6K | 0.15% | +392+11.9% | Added |
| Retirement Income Solutions, Inc | 3,673 | $354.5K | 0.06% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $354.2K | 0.06% | −100−2.7% | Reduced |
| Holos Integrated Wealth LLC | 3,653 | $353.7K | 0.18% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 3,660 | $353.3K | 0.01% | +3,660 | New |
| Grandview Asset Management LLC | 3,658 | $353.1K | 0.10% | +22+0.6% | Added |
| Connecticut Capital Management Group, LLC | 3,654 | $352.7K | 0.33% | −4−0.1% | Reduced |
| Sovran Advisors, LLC | 3,643 | $352.3K | 0.03% | −726−16.6% | Reduced |
| King Wealth | 3,643 | $352.0K | 0.04% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 3,627 | $350.1K | 0.07% | −6−0.2% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 3,623 | $349.7K | 0.13% | +6+0.2% | Added |
| Institute for Wealth Management, LLC. | 3,613 | $348.8K | 0.04% | −232−6.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,601 | $347.6K | 0.08% | +3,601 | New |
| Thompson Investment Management, Inc. | 3,594 | $346.9K | 0.04% | −116−3.1% | Reduced |
| WealthTrust Asset Management, LLC | 3,591 | $346.6K | 0.21% | +689+23.7% | Added |
| May Hill Capital, LLC | 3,590 | $346.5K | 0.09% | +257+7.7% | Added |
| Satovsky Asset Management LLC | 3,560 | $343.6K | 0.06% | +27+0.8% | Added |
| Stronghold Wealth Management L.L.C. | 3,557 | $343.3K | 0.52% | −93−2.5% | Reduced |
| FLC Capital Advisors | 3,540 | $341.7K | 0.06% | −4−0.1% | Reduced |
| Madden Securities Corp | 3,525 | $340.2K | 0.10% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 3,514 | $339.2K | 0.22% | −61−1.7% | Reduced |
| Cabot Wealth Management Inc | 3,505 | $338.3K | 0.04% | −500−12.5% | Reduced |
| St. Louis Trust Co | 3,500 | $337.8K | 0.04% | 00.0% | Unchanged |
| IFC Advisors LLC | 3,499 | $337.7K | 0.05% | −86−2.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,495 | $337.4K | 0.01% | +188+5.7% | Added |
| Summit Wealth Partners, LLC | 3,490 | $336.9K | 0.05% | +200+6.1% | Added |
| Integris Wealth Management, LLC | 3,488 | $336.7K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,459 | $333.9K | 0.19% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 3,458 | $333.7K | 0.02% | +85+2.5% | Added |
| Belleair Asset Management, LLC | 3,455 | $333.5K | 0.30% | −25−0.7% | Reduced |
| Cannon Wealth Management Services, LLC | 3,448 | $332.8K | 0.23% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,430 | $331.1K | 0.01% | −2,799−44.9% | Reduced |
| Warwick Investment Management, Inc. | 3,419 | $330.0K | 0.05% | +231+7.2% | Added |
| Leslie Global Wealth, LLC | 3,407 | $328.8K | 0.17% | +172+5.3% | Added |
| Fortitude Advisory Group L.L.C. | 3,406 | $328.7K | 0.15% | +56+1.7% | Added |
| Mogy Joel R Investment Counsel Inc | 3,400 | $328.2K | 0.02% | −533−13.6% | Reduced |
| Beck Mack & Oliver LLC | 3,400 | $328.2K | 0.01% | 00.0% | Unchanged |
| Tuttle Tactical Management | 3,392 | $327.4K | 0.54% | +3,392 | New |
| Salomon & Ludwin, LLC | 3,352 | $326.7K | 0.03% | +95+2.9% | Added |
| Appleton Partners Inc | 3,375 | $326.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,377 | $325.9K | 0.01% | +59+1.8% | Added |
| DLK Investment Management, LLC | 3,375 | $325.8K | 0.13% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 3,371 | $325.3K | 0.16% | +756+28.9% | Added |
| NorthStar Asset Management LLC | 3,357 | $324.0K | 0.16% | −547−14.0% | Reduced |
| Madrona Financial Services, LLC | 3,354 | $323.7K | 0.07% | +24+0.7% | Added |
| Signature Estate & Investment Advisors LLC | 3,351 | $323.5K | 0.01% | +240+7.7% | Added |
| DF Dent & Co Inc | 3,341 | $322.5K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,338 | $322.2K | 0.02% | −197−5.6% | Reduced |
| Indiana Trust & Investment Management CO | 3,336 | $322.0K | 0.10% | +861+34.8% | Added |
| Aspen Grove Capital, LLC | 3,334 | $321.8K | 0.06% | +174+5.5% | Added |
| Byrne Asset Management LLC | 3,331 | $321.5K | 0.19% | −444−11.8% | Reduced |
| SageGuard Financial Group, LLC | 3,320 | $320.5K | 0.05% | +216+7.0% | Added |
| Stonebridge Capital Advisors LLC | 3,317 | $320.1K | 0.02% | −36−1.1% | Reduced |
| Dover Advisors, LLC | 3,311 | $319.6K | 0.13% | +400+13.7% | Added |
| Alpha Omega Wealth Management LLC | 3,307 | $319.2K | 0.05% | 00.0% | Unchanged |
| CDKV Holdings LLC | 3,307 | $319.2K | 0.28% | +13+0.4% | Added |
| Infrastructure Capital Advisors, LLC | 3,305 | $319.0K | 0.03% | −5,297−61.6% | Reduced |
| Richard Young Associates, Ltd. | 3,301 | $318.6K | 0.24% | +9+0.3% | Added |
| Moody National Bank Trust Division | 3,298 | $318.3K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3,297 | $318.2K | 0.17% | +409+14.2% | Added |
| Westside Investment Management, Inc. | 3,286 | $317.7K | 0.05% | −9−0.3% | Reduced |
| Intellus Advisors LLC | 3,282 | $316.8K | 0.04% | +57+1.8% | Added |
| Mallini Complete Financial Planning LLC | – | $316.8K | 0.25% | – | – |
| WealthPoint Financial, LLC | 3,278 | $316.4K | 0.26% | +28+0.9% | Added |
| Sovereign Investment Advisors, LLC | 3,277 | $316.3K | 0.07% | +3,277 | New |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $316.0K | 0.23% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,274 | $316.0K | 0.08% | +539+19.7% | Added |
| SkyOak Wealth, LLC | 3,265 | $315.1K | 0.06% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,262 | $314.8K | 0.01% | +697+27.2% | Added |
| Gibbs Wealth Management | 3,260 | $314.7K | 0.04% | −10−0.3% | Reduced |
| 55 North Private Wealth, LLC | 3,255 | $314.2K | 0.08% | +255+8.5% | Added |