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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ1 2026: 2,367 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ1 2026: $76.2B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2025.

Institutions holding SO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Revolve Wealth Partners, LLC2,523$243.5K0.03%+218+9.5%Added
Prosperity Bancshares Inc2,518$243.0K0.19%+623+32.9%Added
Cornerstone Planning Group LLC2,528$242.4K0.03%+66+2.7%Added
Enterprise Financial Services Corp2,509$242.2K0.12%+2,509New
Per Stirling Capital Management, LLC.2,503$241.6K0.03%−50−2.0%Reduced
Fayez Sarofim & Co2,500$241.3K0.00%00.0%Unchanged
Godshalk Welsh Capital Management, Inc.2,500$241.3K0.14%00.0%Unchanged
Enhancing Capital LLC2,500$241.3K0.18%00.0%Unchanged
Westover Capital Advisors, LLC2,500$241.3K0.04%+2,500New
DV Trading LLC2,500$241.3K0.02%+2,500New
Accel Wealth Management2,490$240.3K0.06%−30−1.2%Reduced
Forbes J M & Co LLP2,488$240.1K0.02%00.0%Unchanged
William John Sempolinski2,488$240.1K0.12%00.0%Unchanged
Perpetual Ltd2,488$240.1K0.00%+2,488New
Bluebird Wealth Management LLC2,484$239.8K0.25%+2,484New
Monetary Solutions, Ltd2,483$239.7K0.23%00.0%Unchanged
Keeler & Nadler Financial Planning & Wealth Management2,481$239.5K0.08%+2+0.1%Added
Legacy Advisors, LLC2,470$238.4K0.03%−215−8.0%Reduced
FDx Advisors, Inc.2,463$238.0K0.08%00.0%Unchanged
Wood Tarver Financial Group, LLC2,474$238.0K0.07%+10.0%Added
Harel Insurance Investments & Financial Services Ltd.2,465$238.0K0.00%+1,264+105.2%Added
Alpine Bank Wealth Management2,462$237.6K0.03%+2+0.1%Added
Athena Investment Management2,458$237.2K0.12%00.0%Unchanged
Fiduciary Planning LLC2,453$236.8K0.07%00.0%Unchanged
Fortis Capital Advisors, LLC2,452$236.7K0.03%+2,452New
Triton Wealth Management, PLLC2,449$236.5K0.09%00.0%Unchanged
Tevis Investment Management2,449$236.4K0.13%+24+1.0%Added
Heritage Investment Group, Inc.2,445$236.0K0.04%+10.0%Added
Sentinus, LLC2,443$235.8K0.02%−274−10.1%Reduced
Victory Financial Group, LLC2,434$235.0K0.03%+2,434New
Innova Wealth Partners2,430$234.5K0.11%−28−1.1%Reduced
Pursuit Wealth Strategies, LLC2,426$234.2K0.33%+18+0.7%Added
Brian Low Financial Group, LLC2,425$234.1K0.16%00.0%Unchanged
FSM Wealth Advisors, LLC2,423$233.9K0.03%+2,423New
Live Oak Investment Partners2,422$233.8K0.14%00.0%Unchanged
Spears Abacus Advisors LLC2,422$233.8K0.00%+2,422New
Prevail Innovative Wealth Advisors, LLC2,416$233.2K0.04%+11+0.5%Added
Commonwealth Financial Services, LLC2,414$233.0K0.04%+2,414New
LifePlan Investment Advisors, Inc.2,414$233.0K0.09%+2,414New
Colonial River Wealth Management, LLC2,414$233.0K0.08%−780−24.4%Reduced
Sunpointe, LLC2,412$232.8K0.08%+2,412New
Forbes Financial Planning, Inc.2,404$232.0K0.13%00.0%Unchanged
Charles Schwab Trust Co2,400$231.6K0.02%−2,660−52.6%Reduced
Bank of Stockton2,393$231.0K0.07%+23+1.0%Added
Greenfield Savings Bank2,389$230.6K0.10%00.0%Unchanged
Partners in Financial Planning2,386$230.3K0.04%00.0%Unchanged
Axecap Investments, LLC2,382$229.9K0.16%+5+0.2%Added
Whittier Trust Co of Nevada Inc2,371$229.8K0.00%−345−12.7%Reduced
Holland Advisory Services, Inc.2,381$229.8K0.31%+25+1.1%Added
MPS Loria Financial Planners, LLC2,374$229.1K0.06%00.0%Unchanged
Essex Investment Management Co LLC2,367$228.5K0.04%−24−1.0%Reduced
Atlanta Consulting Group Advisors, LLC2,366$228.4K0.05%+22+0.9%Added
Manchester Capital Management LLC2,364$228.2K0.03%−37−1.5%Reduced
Floyd Financial Group LLC2,411$228.2K0.15%00.0%Unchanged
Patrick M Sweeney & Associates, Inc2,363$228.1K0.15%00.0%Unchanged
Vines Capital Management, LLC2,359$227.7K0.23%00.0%Unchanged
Wealth Architects, LLC2,348$226.6K0.02%00.0%Unchanged
Steinberganna Wealth Management2,345$226.4K0.11%+18+0.8%Added
Williams Jones Wealth Management, LLC.2,337$225.6K0.00%−88−3.6%Reduced
Traveka Wealth, LLC2,335$225.4K0.09%−30−1.3%Reduced
R.H. Investment Group, LLC2,317$225.1K0.17%00.0%Unchanged
Accredited Investors Inc.2,329$224.8K0.01%−117−4.8%Reduced
Goldstein Advisors, LLC2,329$224.8K0.02%+2,329New
Tiemann Investment Advisors, LLC2,326$224.5K0.09%+246+11.8%Added
Sonata Capital Group Inc2,325$224.4K0.08%00.0%Unchanged
Cottage Street Advisors LLC2,325$224.4K0.10%00.0%Unchanged
Harbor Investment Advisory, LLC2,323$224.2K0.02%+1,300+127.1%Added
Stonebridge Financial Planning Group, LLC2,313$223.3K0.08%+13+0.6%Added
Bernicke Wealth Management, Ltd.2,311$223.1K0.03%00.0%Unchanged
Parthenon LLC2,307$222.7K0.03%00.0%Unchanged
Stonebrook Private Inc.2,306$222.6K0.05%−169−6.8%Reduced
Auxano Advisors, LLC2,305$222.5K0.04%−2,066−47.3%Reduced
Warren Street Wealth Advisors, LLC2,302$222.2K0.06%−98−4.1%Reduced
Tudor Financial Inc.2,301$222.1K0.11%+10.0%Added
AllGen Financial Advisors, Inc.2,300$222.0K0.05%00.0%Unchanged
Thayer Partners, LLC2,299$221.9K0.11%+2,299New
Alamar Capital Management, LLC2,298$221.8K0.14%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.2,295$221.5K0.07%+15+0.7%Added
Black Diamond Financial, LLC2,290$221.0K0.02%+2,290New
Private Management Group Inc2,288$220.8K0.01%+2,288New
Spartan Planning & Wealth Management2,285$220.6K0.16%+2,285New
FSA Investment Group, LLC2,285$220.5K0.09%−1,008−30.6%Reduced
Wall Street Financial Group, Inc.2,281$220.2K0.13%+2,281New
Greenfield Seitz Capital Management, LLC2,270$219.1K0.07%+2,270New
TrustBank2,269$219.0K0.08%−25−1.1%Reduced
Perennial Investment Advisors, LLC2,262$218.4K0.02%+2,262New
Stonebridge Financial Group, LLC2,256$217.8K0.18%+2,256New
Bogart Wealth, LLC2,254$217.5K0.01%+188+9.1%Added
Presper Financial Architects, LLC2,252$217.4K0.13%+2,252New
BXM Wealth LLC2,250$217.2K0.17%+2,250New
Emprise Bank2,248$217.0K0.09%+2,248New
William B. Walkup & Associates, Inc.2,358$216.8K0.13%00.0%Unchanged
Garde Capital, Inc.2,236$215.8K0.01%+2,236New
Gibson Wealth Advisors LLC2,232$215.4K0.14%+2,232New
Strategic Family Wealth Counselors, L.L.C.2,229$215.1K0.06%+2,229New
Colton Groome Financial Advisors, LLC2,222$214.5K0.06%+2,222New
MBA Advisors LLC2,213$213.6K0.08%+2,213New
Interactive Financial Advisors2,208$213.1K0.14%+2,208New
Hobart Private Capital, LLC2,206$213.0K0.04%+2,206New
Fiduciary Wealth Partners, LLC2,206$212.9K0.14%+2,206New