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 |
|---|---|---|---|---|---|
| Sterling Wealth Management, Inc. | 2,206 | $212.9K | 0.06% | +2,206 | New |
| Islay Capital Management, LLC | 2,203 | $212.6K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Partners, Ltd. | 2,202 | $212.5K | 0.09% | +2,202 | New |
| ACT Advisors, LLC. | 2,202 | $212.5K | 0.09% | +2,202 | New |
| DT Investment Partners, LLC | 2,201 | $212.4K | 0.02% | −236−9.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,200 | $212.3K | 0.07% | −166−7.0% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $212.3K | 0.16% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,200 | $212.3K | 0.02% | +2,200 | New |
| Covenant Asset Management, LLC | 2,200 | $212.3K | 0.04% | +2,200 | New |
| Storen Legacy Partners, LLC | 2,200 | $212.3K | 0.07% | +2,200 | New |
| Glassy Mountain Advisors, Inc. | 2,199 | $212.2K | 0.07% | +2,199 | New |
| Copia Wealth Management | 2,195 | $211.8K | 0.15% | −100−4.4% | Reduced |
| Searcy Financial Services Inc | 2,191 | $211.5K | 0.08% | −224−9.3% | Reduced |
| Grant Private Wealth Management Inc | 2,187 | $211.1K | 0.11% | +2,187 | New |
| Disciplined Investments, LLC | 2,186 | $211.0K | 0.08% | +2,186 | New |
| New Covenant Trust Company, N.A. | 2,186 | $211.0K | 0.19% | +2,186 | New |
| Mascagni Wealth Management, Inc. | 2,186 | $211.0K | 0.15% | +2,186 | New |
| VSM Wealth Advisory, LLC | 2,184 | $210.8K | 0.06% | +3+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,172 | $209.7K | 0.01% | +2,172 | New |
| Opinicus Capital, Inc. | 2,165 | $209.0K | 0.15% | −266−10.9% | Reduced |
| Gradient Capital Advisors, LLC | 2,164 | $208.9K | 0.05% | +2,164 | New |
| Abacus Planning Group, Inc. | 2,159 | $208.4K | 0.03% | −384−15.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $208.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2,154 | $207.9K | 0.04% | +289+15.5% | Added |
| Peoples Bank | 2,150 | $207.5K | 0.21% | +2,150 | New |
| Raiffeisen Bank International AG | 2,156 | $207.3K | 0.00% | +668+44.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,139 | $206.4K | 0.01% | +2,139 | New |
| Juno Financial Group LLC | 2,136 | $206.2K | 0.08% | +2,136 | New |
| Baring Financial LLC | 2,131 | $205.7K | 0.13% | +2,131 | New |
| Guardian Wealth Management, LLC | 2,130 | $205.6K | 0.06% | −216−9.2% | Reduced |
| Providence First Trust Co | 2,124 | $205.0K | 0.07% | −656−23.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,123 | $204.9K | 0.04% | +2,123 | New |
| New Hampshire Trust | 2,115 | $204.1K | 0.04% | −742−26.0% | Reduced |
| Financial Engines Advisors L.L.C. | 2,113 | $203.9K | 0.00% | −1,295−38.0% | Reduced |
| Haven Capital Group, Inc. | 2,113 | $203.9K | 0.19% | −712−25.2% | Reduced |
| San Luis Wealth Advisors LLC | 2,112 | $203.9K | 0.03% | +2,112 | New |
| Ewa, LLC | 2,112 | $203.8K | 0.05% | +2,112 | New |
| Sharp Financial Services, LLC | 2,100 | $202.7K | 0.10% | +2,100 | New |
| Private Wealth Partners, LLC | 2,100 | $202.7K | 0.02% | +2,100 | New |
| Heritage Wealth Management, Inc./Texas | 2,100 | $202.7K | 0.09% | +2,100 | New |
| PFG Advisors | 2,100 | $202.6K | 0.01% | +2,100 | New |
| Legacy Bridge, LLC | 2,095 | $202.2K | 0.08% | −205−8.9% | Reduced |
| BankPlus Wealth Management LLC | 2,093 | $202.0K | 0.10% | +2,093 | New |
| Chatterton & Associates Inc. | 2,068 | $201.8K | 0.14% | +2,068 | New |
| Artesa Financial Group, LLC | 2,091 | $201.8K | 0.19% | +2,091 | New |
| Kiley Juergens Wealth Management, LLC | 2,086 | $201.3K | 0.04% | +2,086 | New |
| Whittier Trust Co | 2,074 | $201.1K | 0.00% | −137−6.2% | Reduced |
| Whalerock Point Partners, LLC | 2,079 | $200.7K | 0.04% | +2,079 | New |
| Millennium Capital Advisors, LLC | 2,079 | $200.7K | 0.12% | +2,079 | New |
| Parcion Private Wealth LLC | 2,074 | $200.2K | 0.01% | +2,074 | New |
| Presidio Capital Management, LLC | 2,074 | $200.2K | 0.06% | +2,074 | New |
| Oasis Advisors, LLC | 2,076 | $200.1K | 0.04% | +2,076 | New |
| Measured Wealth Private Client Group, LLC | 2,030 | $195.9K | 0.05% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 2,006 | $193.6K | 0.13% | 00.0% | Unchanged |
| Elequin Capital LP | 1,983 | $191.4K | 0.02% | −4,527−69.5% | Reduced |
| Old Second National Bank of Aurora | 1,971 | $190.2K | 0.04% | −25−1.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,965 | $189.7K | 0.47% | −506−20.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,930 | $186.3K | 0.01% | +1,930 | New |
| Keating Financial Advisory Services, Inc. | 1,915 | $184.8K | 0.03% | +106+5.9% | Added |
| Hager Investment Management Services, LLC | 1,897 | $183.1K | 0.10% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,867 | $180.2K | 0.28% | +1,867 | New |
| Capital Advisors, Ltd. LLC | 1,850 | $179.0K | 0.02% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 1,830 | $178.3K | 0.24% | +30+1.7% | Added |
| Proathlete Wealth Management LLC | 1,817 | $175.5K | 0.05% | +10+0.6% | Added |
| Aster Capital Management (DIFC) Ltd | 1,892 | $174.0K | 0.06% | −1,023−35.1% | Reduced |
| PlanVest Financial, Inc | 1,786 | $172.4K | 0.13% | +1,786 | New |
| IFG Advisory, LLC | 1,785 | $172.3K | 0.49% | −113,188−98.4% | Reduced |
| Community Bank, N.A. | 1,750 | $168.9K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,742 | $168.1K | 0.04% | +71+4.2% | Added |
| S.A. Mason LLC | 1,733 | $167.3K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,730 | $167.0K | 0.01% | −5−0.3% | Reduced |
| Silvant Capital Management LLC | 1,727 | $166.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,691 | $163.2K | 0.02% | +37+2.2% | Added |
| Innovative Asset Advisors Group, LLC | 1,634 | $157.8K | 0.09% | +1,634 | New |
| RMG Wealth Management LLC | 1,672 | $155.7K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,605 | $154.9K | 0.09% | −400−20.0% | Reduced |
| Medallion Wealth Advisors, LLC | 1,597 | $154.1K | 0.05% | −106−6.2% | Reduced |
| Basecamp Wealth Advisors LLC | 1,586 | $153.1K | 0.03% | −2−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,574 | $151.9K | 0.01% | +584+59.0% | Added |
| Root Financial Partners, LLC | 1,553 | $149.9K | 0.01% | +504+48.0% | Added |
| Cedar Mountain Advisors, LLC | 1,546 | $149.2K | 0.03% | −1,892−55.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,501 | $144.9K | 0.05% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,500 | $144.8K | 0.13% | −500−25.0% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $144.8K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,486 | $143.4K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,474 | $142.3K | 0.01% | −21,681−93.6% | Reduced |
| Financial Management Professionals, Inc. | 1,472 | $142.1K | 0.02% | +93+6.7% | Added |
| Center for Financial Planning, Inc. | 1,459 | $140.8K | 0.01% | −80−5.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,450 | $140.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,400 | $135.2K | 0.01% | +3+0.2% | Added |
| Westfuller Advisors, LLC | 1,382 | $133.4K | 0.06% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,381 | $133.3K | 0.08% | 00.0% | Unchanged |
| Avanza Fonder AB | 1,373 | $132.5K | 0.00% | +125+10.0% | Added |
| TD Capital Management LLC | 1,342 | $129.5K | 0.01% | +5+0.4% | Added |
| Gen-Wealth Partners Inc | 1,333 | $128.7K | 0.04% | −177−11.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,320 | $127.4K | 0.03% | +1,320 | New |
| Smallwood Wealth Investment Management, LLC | 1,310 | $126.4K | 0.07% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,306 | $126.0K | 0.01% | +89+7.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,295 | $124.9K | 0.01% | +856+195.0% | Added |
| JFS Wealth Advisors, LLC | 1,288 | $124.3K | 0.01% | −194−13.1% | Reduced |