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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 3,252 | $313.9K | 0.02% | +280+9.4% | Added |
| Choate Investment Advisors | 3,251 | $313.8K | 0.01% | +100+3.2% | Added |
| Flaharty Asset Management, LLC | 3,250 | $313.7K | 0.04% | −1,100−25.3% | Reduced |
| Capital City Trust Co | 3,241 | $312.8K | 0.07% | −80−2.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,225 | $311.3K | 0.05% | +247+8.3% | Added |
| Genesis Private Wealth, LLC | 3,217 | $310.5K | 0.10% | −40−1.2% | Reduced |
| Biltmore Wealth Management, LLC | 3,203 | $309.1K | 0.11% | +2+0.1% | Added |
| Private Capital Advisors, Inc. | 3,200 | $308.9K | 0.04% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,246 | $307.5K | 0.22% | −885−21.4% | Reduced |
| Brookwood Investment Group LLC | 3,184 | $307.3K | 0.04% | −317−9.1% | Reduced |
| Wedgewood Investors Inc | 3,180 | $306.9K | 0.35% | −20−0.6% | Reduced |
| Eagle Wealth Strategies LLC | 3,166 | $305.6K | 0.13% | +10+0.3% | Added |
| Total Clarity Wealth Management, Inc. | 3,164 | $305.4K | 0.07% | −119−3.6% | Reduced |
| Mayflower Financial Advisors, LLC | 3,154 | $304.4K | 0.04% | +543+20.8% | Added |
| Zhang Financial LLC | 3,150 | $304.0K | 0.01% | −43−1.3% | Reduced |
| Aurdan Capital Management, LLC | 3,147 | $303.7K | 0.09% | +8+0.3% | Added |
| Prospect Financial Services LLC | 3,145 | $303.6K | 0.19% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 3,142 | $303.3K | 0.22% | −20−0.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,139 | $303.0K | 0.05% | +3,139 | New |
| Paces Ferry Wealth Advisors, LLC | 3,137 | $302.8K | 0.13% | −180−5.4% | Reduced |
| Financial Partners Group, Inc | 3,135 | $302.6K | 0.04% | +88+2.9% | Added |
| LOM Asset Management Ltd | 3,115 | $300.7K | 0.09% | −100−3.1% | Reduced |
| Drake & Associates, LLC | 3,108 | $300.0K | 0.06% | −1,166−27.3% | Reduced |
| United Community Bank | 3,101 | $299.3K | 0.10% | −718−18.8% | Reduced |
| Brendel Financial Advisors LLC | 3,100 | $299.2K | 0.15% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,099 | $299.1K | 0.04% | +23+0.7% | Added |
| Vermillion Wealth Management, Inc. | 3,096 | $298.8K | 0.12% | +55+1.8% | Added |
| Evolve Private Wealth, LLC | 3,091 | $298.4K | 0.02% | +3,091 | New |
| Financial Planning Hawaii, Inc. | 3,090 | $298.2K | 0.18% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 3,090 | $298.2K | 0.17% | +449+17.0% | Added |
| Sittner & Nelson, LLC | 3,086 | $297.9K | 0.11% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 3,079 | $297.2K | 0.24% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,074 | $296.7K | 0.03% | 00.0% | Unchanged |
| Coastline Trust Co | 3,073 | $296.6K | 0.03% | −65−2.1% | Reduced |
| Continuum Advisory, LLC | 3,070 | $296.3K | 0.03% | +551+21.9% | Added |
| World Equity Group, Inc. | 3,069 | $296.1K | 0.08% | −465−13.2% | Reduced |
| Van Diest Capital, LLC | 3,066 | $296.0K | 0.23% | +420+15.9% | Added |
| Berkshire Asset Management LLC | 3,057 | $295.1K | 0.01% | +3,057 | New |
| Leigh Baldwin & Co., LLC | 3,056 | $294.9K | 0.19% | +11+0.4% | Added |
| Kaydan Wealth Management, Inc. | 3,051 | $294.5K | 0.10% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 3,049 | $294.3K | 0.04% | −1,034−25.3% | Reduced |
| Morris Financial Concepts, Inc. | 3,047 | $294.1K | 0.10% | −396−11.5% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,041 | $293.5K | 0.07% | +551+22.1% | Added |
| Onefund, LLC | 3,027 | $293.4K | 0.19% | −131−4.1% | Reduced |
| Curran Financial Partners, LLC | 3,033 | $292.8K | 0.05% | +604+24.9% | Added |
| CVA Family Office, LLC | 3,033 | $292.7K | 0.03% | +648+27.2% | Added |
| Baker Boyer National Bank | 3,032 | $292.6K | 0.09% | −3,900−56.3% | Reduced |
| Dutch Asset Corp | 3,032 | $292.6K | 0.20% | +3,032 | New |
| Investors Asset Management of Georgia Inc | 3,031 | $292.6K | 0.12% | +29+1.0% | Added |
| Stevens Capital Management LP | 3,028 | $292.0K | 0.04% | +3,028 | New |
| Rossmore Private Capital | 3,024 | $291.9K | 0.03% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,020 | $291.5K | 0.23% | +37+1.2% | Added |
| Mirabella Financial Services LLP | 3,020 | $291.5K | 0.03% | −4,813−61.4% | Reduced |
| FCG Investment Co | 3,013 | $290.8K | 0.13% | +3,013 | New |
| Cultivar Capital, Inc. | 3,005 | $290.0K | 0.19% | 00.0% | Unchanged |
| STAR Financial Bank | 3,002 | $289.8K | 0.14% | −38−1.3% | Reduced |
| Facet Wealth, Inc. | 3,001 | $289.7K | 0.01% | +3,001 | New |
| Asset Management Advisors, LLC | 3,000 | $289.6K | 0.18% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,000 | $289.6K | 0.05% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,966 | $289.5K | 0.02% | +322+12.2% | Added |
| Capital Performance Advisors LLP | 2,998 | $289.4K | 0.02% | +224+8.1% | Added |
| Tiaa Trust, National Association | 2,998 | $289.4K | 0.02% | −69,286−95.9% | Reduced |
| Latitude Advisors, LLC | 2,993 | $288.8K | 0.13% | −713−19.2% | Reduced |
| PW Nova Financial Services LLC | 2,992 | $288.7K | 0.07% | +2,992 | New |
| First National Bank & Trust Co of Newtown | 2,991 | $288.7K | 0.06% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,988 | $288.4K | 0.23% | +63+2.2% | Added |
| KRS Capital Management, LLC | 2,986 | $288.3K | 0.18% | +10.0% | Added |
| Tennessee Valley Asset Management Partners | 2,983 | $287.9K | 0.04% | +574+23.8% | Added |
| LexAurum Advisors, LLC | 2,975 | $287.1K | 0.04% | +2,975 | New |
| Ridgeline Wealth, LLC | 2,972 | $286.9K | 0.21% | −30−1.0% | Reduced |
| Gilman Hill Asset Management, LLC | 2,970 | $286.7K | 0.04% | −125−4.0% | Reduced |
| Brown Financial Advisory | 2,953 | $285.0K | 0.14% | −90−3.0% | Reduced |
| Lazari Capital Management, Inc. | 2,952 | $285.0K | 0.10% | +14+0.5% | Added |
| SCS Capital Management LLC | 2,946 | $284.3K | 0.00% | −1,601−35.2% | Reduced |
| Gryphon Financial Partners LLC | 2,943 | $284.1K | 0.03% | +300+11.4% | Added |
| HC Advisors, LLC | 2,938 | $283.6K | 0.19% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,938 | $283.6K | 0.05% | −45−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 2,931 | $282.9K | 0.00% | −414−12.4% | Reduced |
| Evoke Wealth, LLC | 2,929 | $282.8K | 0.01% | +2,929 | New |
| Davis Investment Partners, LLC | 2,922 | $282.0K | 0.10% | +10.0% | Added |
| Harvey Investment Co LLC | 2,926 | $282.0K | 0.03% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 2,920 | $281.8K | 0.28% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,917 | $281.6K | 0.11% | −168−5.4% | Reduced |
| BCS Private Wealth Management, Inc. | 2,905 | $280.4K | 0.09% | −225−7.2% | Reduced |
| Jacobsen Capital Management | 2,903 | $280.2K | 0.09% | +6+0.2% | Added |
| Capital Analysts, LLC | 2,901 | $280.0K | 0.01% | +2,201+314.4% | Added |
| Ledgewood Wealth Advisors, LLC | 2,892 | $279.1K | 0.16% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,885 | $278.4K | 0.02% | −10−0.3% | Reduced |
| Councilmark Asset Management, LLC | 2,883 | $278.3K | 0.16% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 2,877 | $278.0K | 0.01% | +271+10.4% | Added |
| Hamilton Point Investment Advisors, LLC | 2,879 | $277.9K | 0.04% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,879 | $277.9K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 2,875 | $277.5K | 0.14% | +13+0.5% | Added |
| Anchor Capital Advisors LLC | 2,875 | $277.5K | 0.01% | −125−4.2% | Reduced |
| Ostrum Asset Management | 2,866 | $276.6K | 0.02% | +2,310+415.5% | Added |
| Everpar Advisors LLC | 2,863 | $276.3K | 0.10% | +2,863 | New |
| Glass Wealth Management Co LLC | 2,860 | $276.0K | 0.11% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 2,945 | $275.3K | 0.08% | +128+4.5% | Added |
| Strategic Advisors LLC | 2,851 | $275.2K | 0.05% | −120−4.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,850 | $275.1K | 0.05% | −50−1.7% | Reduced |