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 |
|---|---|---|---|---|---|
| Main Street Group, LTD | 1,273 | $122.9K | 0.04% | +1,273 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,270 | $122.6K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,262 | $121.8K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,242 | $119.8K | 0.03% | +132+11.9% | Added |
| Avion Wealth | 1,239 | $119.0K | 0.02% | +997+412.0% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $115.8K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1,188 | $114.7K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,163 | $112.3K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,154 | $111.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,154 | $111.0K | 0.01% | +1+0.1% | Added |
| Hughes Financial Services, LLC | 1,144 | $110.4K | 0.02% | +25+2.2% | Added |
| Quest 10 Wealth Builders, Inc. | 1,117 | $107.8K | 0.09% | −100−8.2% | Reduced |
| Ares Financial Consulting, LLC | 1,100 | $106.6K | 0.08% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 1,100 | $106.6K | 0.00% | +1,100 | New |
| Stone House Investment Management, LLC | 1,101 | $106.3K | 0.02% | −6−0.5% | Reduced |
| Group One Trading, L.P. | 1,093 | $105.5K | 0.00% | −318−22.5% | Reduced |
| Sofos Investments, Inc. | 1,087 | $104.9K | 0.02% | −100−8.4% | Reduced |
| Bellevue Asset Management, LLC | 1,078 | $104.1K | 0.05% | +5+0.5% | Added |
| Vision Financial Markets LLC | 1,068 | $103.1K | 0.10% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,060 | $102.3K | 0.13% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,050 | $101.3K | 0.02% | +1,050 | New |
| Redwood Park Advisors LLC | 1,040 | $100.4K | 0.07% | −5−0.5% | Reduced |
| Dorato Capital Management | 1,007 | $97.9K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,004 | $96.9K | 0.04% | +10+1.0% | Added |
| DAGCO, Inc. | 1,000 | $96.5K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 997 | $96.2K | 0.04% | +21+2.2% | Added |
| GW&K Investment Management, LLC | 984 | $95.0K | 0.00% | +12+1.2% | Added |
| LRI Investments, LLC | 980 | $94.6K | 0.01% | +45+4.8% | Added |
| UMA Financial Services, Inc. | 976 | $94.2K | 0.01% | +95+10.8% | Added |
| Kennebec Savings Bank | 958 | $92.5K | 0.08% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 947 | $91.4K | 0.03% | +947 | New |
| IAG Wealth Partners, LLC | 926 | $89.4K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 920 | $88.8K | 0.01% | +920 | New |
| Richardson Financial Services Inc. | 917 | $88.5K | 0.06% | −179−16.3% | Reduced |
| Asset Dedication, LLC | 910 | $87.8K | 0.01% | −3,364−78.7% | Reduced |
| Bayban | 896 | $86.5K | 0.08% | 00.0% | Unchanged |
| Roxbury Financial LLC | 896 | $86.4K | 0.08% | +7+0.8% | Added |
| Rossby Financial, LCC | 882 | $85.5K | 0.02% | −53−5.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 868 | $84.0K | 0.03% | +24+2.8% | Added |
| Kozak & Associates, Inc. | 858 | $82.3K | 0.02% | +6+0.7% | Added |
| Global Wealth Strategies & Associates | 844 | $81.5K | 0.02% | +23+2.8% | Added |
| Chapman Financial Group, LLC | 840 | $81.1K | 0.06% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 829 | $80.0K | 0.03% | −823−49.8% | Reduced |
| Sawyer & Company, Inc | 819 | $79.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 778 | $75.1K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 774 | $74.8K | 0.02% | +6+0.8% | Added |
| Synergy Investment Management, LLC | 772 | $74.5K | 0.02% | +772 | New |
| Flagship Wealth Advisors, LLC | 800 | $73.5K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 748 | $72.2K | 0.01% | +748 | New |
| Fairscale Capital, LLC | 736 | $71.0K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 734 | $70.8K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 722 | $69.7K | 0.03% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 711 | $68.6K | 0.02% | +711 | New |
| Triumph Capital Management | 711 | $68.6K | 0.01% | +138+24.1% | Added |
| S&T Bank | 710 | $68.5K | 0.03% | +324+83.9% | Added |
| Canton Hathaway, LLC | 705 | $68.0K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 702 | $67.8K | 0.02% | +702 | New |
| Purpose Unlimited Inc. | 700 | $67.6K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 700 | $67.6K | 0.00% | +700 | New |
| Highline Wealth Partners LLC | 696 | $67.2K | 0.02% | −1−0.1% | Reduced |
| EFG International AG | 696 | $67.2K | 0.00% | +696 | New |
| Wealth Enhancement Trust Services, Inc. | 694 | $67.0K | 0.01% | −28−3.9% | Reduced |
| Western Pacific Wealth Management, LP | 665 | $64.1K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $64.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 661 | $63.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 653 | $63.0K | 0.03% | +149+29.6% | Added |
| Greykasell Wealth Strategies, Inc. | 647 | $62.4K | 0.03% | +81+14.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $62.3K | 0.03% | −800−55.2% | Reduced |
| Bruce G. Allen Investments, LLC | 642 | $62.0K | 0.04% | −301−31.9% | Reduced |
| Piscataqua Savings Bank | 640 | $61.8K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 632 | $61.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 623 | $60.1K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 600 | $57.9K | 0.05% | 00.0% | Unchanged |
| Bravera Wealth | 600 | $57.9K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 600 | $57.9K | 0.01% | +600 | New |
| Investment Research & Advisory Group, Inc. | 504 | $57.8K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 594 | $57.3K | 0.05% | +2+0.3% | Added |
| Financial Consulate, Inc | 591 | $57.0K | 0.01% | +6+1.0% | Added |
| Pacifica Partners Inc. | 580 | $56.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 573 | $55.3K | 0.02% | −1−0.2% | Reduced |
| Winch Advisory Services, LLC | 560 | $54.0K | 0.01% | +4+0.7% | Added |
| Tompkins Financial Corp | 555 | $53.6K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 551 | $53.0K | 0.03% | +4+0.7% | Added |
| Entrust Financial LLC | 545 | $52.6K | 0.04% | −155−22.1% | Reduced |
| MPWM Advisory Solutions, LLC | 544 | $52.5K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 540 | $52.1K | 0.04% | +74+15.9% | Added |
| Curat Global, LLC | 534 | $51.5K | 0.05% | −40−7.0% | Reduced |
| Advocate Investing Services LLC | 529 | $51.1K | 0.04% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 513 | $49.6K | 0.05% | +224+77.5% | Added |
| Community Financial Services Group, LLC | 511 | $49.5K | 0.01% | +511 | New |
| Joseph Group Capital Management | 509 | $49.1K | 0.01% | +316+163.7% | Added |
| Kilter Group LLC | 505 | $48.7K | 0.02% | +373+282.6% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $48.3K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 493 | $47.6K | 0.01% | +200+68.3% | Added |
| Fountainhead AM, LLC | 470 | $45.4K | 0.04% | +470 | New |
| Missouri Trust & Investment Co | 470 | $45.4K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 470 | $45.4K | 0.01% | +470 | New |
| High Note Wealth, LLC | 464 | $44.8K | 0.01% | +71+18.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 456 | $44.0K | 0.00% | +97+27.0% | Added |
| SOA Wealth Advisors, LLC. | 456 | $44.0K | 0.01% | +2+0.4% | Added |