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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 100 | $9.65K | 0.00% | +30+42.9% | Added |
| Evolution Wealth Management Inc. | 95 | $9.17K | 0.01% | +95 | New |
| Valued Wealth Advisors LLC | 94 | $9.04K | 0.00% | +61+184.8% | Added |
| Principia Wealth Advisory, LLC | 92 | $8.88K | 0.01% | +23+33.3% | Added |
| AXS Investments LLC | 92 | $8.88K | 0.00% | +92 | New |
| Cherry Tree Wealth Management, LLC | 91 | $8.78K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 91 | $8.78K | 0.00% | +5+5.8% | Added |
| West Branch Capital LLC | 90 | $8.69K | 0.00% | −115−56.1% | Reduced |
| LGT Financial Advisors LLC | 87 | $8.40K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 86 | $8.30K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 85 | $8.20K | 0.06% | −270−76.1% | Reduced |
| Wealth Science Advisors LLC | 91 | $7.93K | 0.00% | +91 | New |
| Raffa Wealth Management, LLC | 82 | $7.92K | 0.00% | +33+67.3% | Added |
| Rakuten Securities, Inc. | 81 | $7.82K | 0.00% | −39−32.5% | Reduced |
| Carolina Wealth Advisors, LLC | 81 | $7.82K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 76 | $7.34K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 73 | $7.05K | 0.00% | +73 | New |
| DecisionPoint Financial, LLC | 70 | $6.76K | 0.00% | −12−14.6% | Reduced |
| Burkett Financial Services, LLC | 63 | $6.14K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $6.00K | 0.00% | +9+16.1% | Added |
| Atlas Capital Advisors LLC | 62 | $5.98K | 0.00% | +15+31.9% | Added |
| IMG Wealth Management, Inc. | 61 | $5.89K | 0.00% | −361−85.5% | Reduced |
| Torren Management, LLC | 61 | $5.88K | 0.00% | −44−41.9% | Reduced |
| Financial Perspectives, Inc | 58 | $5.59K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 57 | $5.50K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 56 | $5.41K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 56 | $5.41K | 0.00% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 54 | $5.21K | 0.01% | +54 | New |
| IMA Wealth, Inc. | 53 | $5.12K | 0.00% | +4+8.2% | Added |
| PayPay Securities Corp | 51 | $4.84K | 0.17% | −11−17.7% | Reduced |
| Strategic Advocates LLC | 47 | $4.54K | 0.02% | −106−69.3% | Reduced |
| WestEnd Advisors, LLC | 47 | $4.54K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 42 | $3.93K | 0.00% | +11+35.5% | Added |
| DiNuzzo Private Wealth, Inc. | 39 | $3.77K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 31 | $2.99K | 0.00% | −175−85.0% | Reduced |
| Rachor Investment Advisory Services, LLC | 30 | $2.92K | 0.00% | +30 | New |
| Hollencrest Capital Management | 30 | $2.90K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $2.41K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 25 | $2.41K | 0.00% | +25 | New |
| Crewe Advisors LLC | 24 | $2.32K | 0.00% | −2−7.7% | Reduced |
| Osbon Capital Management LLC | 23 | $2.22K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 22 | $2.12K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 22 | $2.12K | 0.00% | +22 | New |
| Advantage Trust Co | 21 | $2.03K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 15 | $1.45K | 0.00% | +15 | New |
| Orion Capital Management LLC | 14 | $1.35K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $869 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 7 | $676 | 0.00% | +7 | New |
| Y.D. More Investments Ltd | 1,978 | $603 | 0.00% | +303+18.1% | Added |
| Breakwater Investment Management | 6 | $580 | 0.00% | +6 | New |
| 3 Factor Indexing, LLC | 5 | $483 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 4 | $386 | 0.00% | −349−98.9% | Reduced |
| Curio Wealth, LLC | 4 | $386 | 0.00% | +4 | New |
| Arcadia Investment Management Corp | 2 | $194 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $97 | 0.00% | −427−99.8% | Reduced |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −136,602−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −115,871−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −93,271−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −85,860−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −35,023−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −32,215−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −29,240−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −21,988−100.0% | Sold out |
| S.E.E.D. Planning Group LLC | 0 | $0 | 0.00% | −21,899−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −19,687−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −17,848−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,230−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −14,332−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,534−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −11,156−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −10,965−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −7,764−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −7,058−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −6,971−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| TFR Capital, LLC. | 0 | $0 | 0.00% | −6,875−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,565−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −5,077−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −5,056−100.0% | Sold out |
| Worth Financial Advisory Group, LLC | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Wright Wealth LLC | 0 | $0 | 0.00% | −4,721−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,684−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |