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 |
|---|---|---|---|---|---|
| PFC Capital Group, Inc. | 2,850 | $275.0K | 0.12% | −700−19.7% | Reduced |
| 44 Wealth Management LLC | 2,829 | $273.1K | 0.10% | −45−1.6% | Reduced |
| USAdvisors Wealth Management, LLC | 2,825 | $273.0K | 0.09% | −144−4.9% | Reduced |
| North Star Asset Management Inc | 2,826 | $272.8K | 0.01% | −131−4.4% | Reduced |
| Hardin Capital Partners, LLC | 2,824 | $272.5K | 0.13% | +2,824 | New |
| Elite Financial, Inc. | 2,818 | $272.0K | 0.12% | −119−4.1% | Reduced |
| Investment Advisory Services Inc | 2,816 | $271.8K | 0.09% | +52+1.9% | Added |
| Power Wealth Management LLC | 2,814 | $271.6K | 0.10% | −663−19.1% | Reduced |
| Octavia Wealth Advisors, LLC | 2,812 | $271.4K | 0.03% | −14−0.5% | Reduced |
| Ipsen Advisor Group LLC | 2,809 | $271.1K | 0.19% | +7+0.2% | Added |
| Great Diamond Partners, LLC | 2,808 | $271.0K | 0.05% | +13+0.5% | Added |
| Royal Fund Management, LLC | 2,807 | $270.9K | 0.03% | +14+0.5% | Added |
| Alteri Wealth LLC | 2,806 | $270.9K | 0.09% | +60+2.2% | Added |
| Optiver Holding B.V. | 2,806 | $270.8K | 0.01% | +1,036+58.5% | Added |
| Tucker Asset Management LLC | 2,805 | $270.7K | 0.08% | +1,781+173.9% | Added |
| McMillan Office, Inc. | 2,800 | $270.3K | 0.03% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,802 | $270.0K | 0.07% | +2,802 | New |
| Philip James Wealth Mangement, LLC | 2,796 | $269.9K | 0.03% | −146−5.0% | Reduced |
| Rodgers & Associates, LTD | 2,795 | $269.7K | 0.03% | +22+0.8% | Added |
| Mraz, Amerine & Associates, Inc. | 2,792 | $269.5K | 0.04% | −4,098−59.5% | Reduced |
| First Citizens Financial Corp | 2,790 | $269.3K | 0.13% | −115−4.0% | Reduced |
| Gerber, LLC | 2,788 | $269.1K | 0.15% | +5+0.2% | Added |
| Corsicana & Co. | 2,920 | $268.5K | 0.17% | +100+3.5% | Added |
| Evanson Asset Management, LLC | 2,779 | $268.2K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,776 | $268.0K | 0.04% | +50+1.8% | Added |
| Pine Haven Investment Counsel, Inc | 2,773 | $267.6K | 0.20% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,768 | $267.2K | 0.06% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,768 | $267.2K | 0.01% | +113+4.3% | Added |
| Boyar Asset Management Inc. | 2,765 | $266.9K | 0.15% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,764 | $266.8K | 0.12% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,760 | $266.4K | 0.09% | +1,202+77.2% | Added |
| Northwest Bancshares, Inc. | 2,756 | $266.0K | 0.05% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 2,748 | $265.2K | 0.15% | +339+14.1% | Added |
| Midland Wealth Advisors LLC | 2,743 | $264.8K | 0.01% | −2,132−43.7% | Reduced |
| Enclave Advisors LLC | 2,741 | $264.6K | 0.04% | −105−3.7% | Reduced |
| Angeles Wealth Management, LLC | 2,739 | $264.4K | 0.01% | +2,739 | New |
| Braun-Bostich & Associates Inc. | 2,736 | $264.1K | 0.17% | +28+1.0% | Added |
| Sound Financial Strategies Group, LLC | 2,721 | $262.6K | 0.18% | +2,721 | New |
| Pavion Blue Capital, LLC | 2,715 | $262.1K | 0.11% | 00.0% | Unchanged |
| KKM Financial LLC | 3,001 | $261.7K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,708 | $261.4K | 0.02% | −144−5.0% | Reduced |
| CRA Financial Services, LLC | 2,706 | $261.2K | 0.03% | −27−1.0% | Reduced |
| Kathmere Capital Management, LLC | 2,705 | $261.1K | 0.02% | +36+1.3% | Added |
| Samalin Investment Counsel, LLC | 2,705 | $261.0K | 0.09% | +7+0.3% | Added |
| Vista Investment Partners LLC | 2,702 | $260.8K | 0.07% | +4+0.1% | Added |
| Callahan Advisors, LLC | 2,700 | $260.6K | 0.02% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,698 | $260.4K | 0.17% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,692 | $259.8K | 0.05% | +2,692 | New |
| Fragasso Group Inc. | 2,674 | $259.2K | 0.02% | +2,674 | New |
| Waterford Advisors, LLC | 2,671 | $258.9K | 0.08% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2,676 | $258.3K | 0.07% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 2,675 | $258.2K | 0.04% | −220−7.6% | Reduced |
| Advance Capital Management, Inc. | 2,674 | $258.1K | 0.01% | +39+1.5% | Added |
| Ardent Capital Management, Inc. | 2,674 | $258.1K | 0.11% | −141−5.0% | Reduced |
| Optas, LLC | 2,674 | $258.1K | 0.04% | +2,674 | New |
| Baron Wealth Management LLC | 2,672 | $257.9K | 0.08% | −293−9.9% | Reduced |
| Noesis Capital Mangement Corp | 2,671 | $257.8K | 0.04% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 2,669 | $257.6K | 0.10% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 2,666 | $257.3K | 0.12% | −1,073−28.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $257.1K | 0.00% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 2,662 | $256.9K | 0.14% | +20+0.8% | Added |
| Unified Investment Management | 2,662 | $256.9K | 0.26% | +10.0% | Added |
| Leonteq Securities AG | 2,657 | $256.5K | 0.02% | +119+4.7% | Added |
| Wealth Group, Ltd. | 2,650 | $256.0K | 0.24% | +2,650 | New |
| Zevin Asset Management LLC | 2,650 | $255.8K | 0.04% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,650 | $255.8K | 0.05% | +2,650 | New |
| Davis R M Inc | 2,646 | $255.4K | 0.00% | −11−0.4% | Reduced |
| Code Waechter LLC | 2,643 | $255.1K | 0.15% | −711−21.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,720 | $255.1K | 0.05% | −8−0.3% | Reduced |
| Nova R Wealth, Inc. | 2,642 | $255.0K | 0.08% | +20+0.8% | Added |
| Francis Financial, Inc. | 2,633 | $254.1K | 0.05% | +35+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,623 | $253.2K | 0.04% | −129−4.7% | Reduced |
| First Financial Bankshares Inc | 2,622 | $253.1K | 0.01% | −887−25.3% | Reduced |
| Nordwand Advisors, LLC | 2,621 | $253.0K | 0.04% | −300−10.3% | Reduced |
| Consilium Wealth Advisory, LLC | 2,618 | $252.7K | 0.09% | +2,618 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,606 | $251.6K | 0.01% | −22−0.8% | Reduced |
| Rockbridge Investment Management, LCC | 2,606 | $251.6K | 0.02% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 2,601 | $251.0K | 0.10% | +125+5.0% | Added |
| Chickasaw Capital Management LLC | 2,600 | $251.0K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,600 | $251.0K | 0.08% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,600 | $251.0K | 0.04% | −8−0.3% | Reduced |
| WealthShield Partners, LLC | 2,585 | $249.5K | 0.03% | −5−0.2% | Reduced |
| Delta Investment Management, LLC | 2,581 | $249.1K | 0.04% | 00.0% | Unchanged |
| Brighton Securities Corp. | 2,578 | $248.8K | 0.12% | +14+0.5% | Added |
| Longboard Asset Management, LP | 2,573 | $248.3K | 4.29% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,620 | $247.6K | 0.03% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 2,565 | $247.6K | 0.15% | −275−9.7% | Reduced |
| Patton Fund Management, Inc. | 2,556 | $246.7K | 0.04% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 2,550 | $246.1K | 0.23% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,550 | $246.1K | 0.01% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 2,677 | $246.1K | 0.03% | +2,677 | New |
| Verus Capital Partners, LLC | 2,548 | $245.9K | 0.02% | −509−16.7% | Reduced |
| Lewis Asset Management, LLC | 2,545 | $245.6K | 0.10% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,543 | $245.4K | 0.00% | +2,543 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 2,540 | $245.2K | 0.07% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 2,530 | $244.2K | 0.13% | +2+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 2,530 | $244.2K | 0.00% | −844−25.0% | Reduced |
| Legacy Edge Advisors, LLC | 2,529 | $244.1K | 0.03% | −150−5.6% | Reduced |
| Santori & Peters | 2,525 | $243.7K | 0.08% | +18+0.7% | Added |
| Fagan Associates, Inc. | 2,524 | $243.6K | 0.03% | −1,261−33.3% | Reduced |