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 5 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 |
|---|---|---|---|---|---|
| Fairvoy Private Wealth, LLC | 115,123 | $11.1M | 2.65% | +161+0.1% | Added |
| King Luther Capital Management Corp | 114,594 | $11.1M | 0.05% | −35,280−23.5% | Reduced |
| Picton Mahoney Asset Management | 114,444 | $11.0M | 0.12% | +114,444 | New |
| Freestone Capital Holdings, LLC | 114,416 | $11.0M | 0.34% | +13,528+13.4% | Added |
| Keel Point, LLC | 113,671 | $11.0M | 0.74% | −2,060−1.8% | Reduced |
| Quadrature Capital Ltd | 112,780 | $10.9M | 0.13% | +112,780 | New |
| State of Alaska, Department of Revenue | 111,481 | $10.8M | 0.12% | +1,975+1.8% | Added |
| Alerus Financial NA | 109,897 | $10.6M | 0.53% | −38,229−25.8% | Reduced |
| RWC Asset Management LLP | 109,352 | $10.6M | 0.44% | −625−0.6% | Reduced |
| Concurrent Investment Advisors, LLC | 109,229 | $10.5M | 0.12% | +7,326+7.2% | Added |
| Associated Banc-Corp | 109,048 | $10.5M | 0.28% | +16,101+17.3% | Added |
| ARS Wealth Advisors Group, LLC | 108,109 | $10.4M | 0.88% | +4,928+4.8% | Added |
| Sequoia Financial Advisors, LLC | 107,975 | $10.4M | 0.06% | +10,449+10.7% | Added |
| Rockland Trust Co | 107,336 | $10.4M | 0.41% | +2,560+2.4% | Added |
| Vinva Investment Management Ltd | 106,848 | $10.4M | 0.13% | +8,587+8.7% | Added |
| Azimuth Capital Investment Management LLC | 107,218 | $10.3M | 0.39% | +1,478+1.4% | Added |
| Visionary Wealth Advisors | 106,896 | $10.3M | 0.46% | +5,987+5.9% | Added |
| RFG Advisory, LLC | 106,868 | $10.3M | 0.19% | −11,515−9.7% | Reduced |
| D.A. Davidson & Co. | 106,547 | $10.3M | 0.06% | +7,161+7.2% | Added |
| Allstate Corp | 106,076 | $10.2M | 0.11% | +22,709+27.2% | Added |
| Uhlmann Price Securities, LLC | 107,523 | $10.1M | 0.68% | +107,523 | New |
| Spirepoint Private Client, LLC | 104,493 | $10.1M | 0.96% | +6,862+7.0% | Added |
| Atria Investments LLC | 104,367 | $10.1M | 0.11% | +10,055+10.7% | Added |
| Neuberger Berman Group LLC | 104,079 | $10.0M | 0.01% | +8,676+9.1% | Added |
| Harbour Investments, Inc. | 104,027 | $10.0M | 0.15% | +22,478+27.6% | Added |
| Lido Advisors, LLC | 104,003 | $10.0M | 0.04% | +7,704+8.0% | Added |
| KBC Group NV | 103,675 | $10.0M | 0.03% | +2,385+2.4% | Added |
| Cullinan Associates Inc | 103,284 | $9.97M | 0.81% | −26,493−20.4% | Reduced |
| Merit Financial Group, LLC | 102,926 | $9.93M | 0.07% | +10,855+11.8% | Added |
| TCTC Holdings, LLC | 101,128 | $9.76M | 0.28% | −184−0.2% | Reduced |
| Edgestream Partners, L.P. | 100,794 | $9.73M | 0.32% | +95,462+1,790.4% | Added |
| Private Advisor Group, LLC | 100,600 | $9.71M | 0.05% | −5,504−5.2% | Reduced |
| Rothschild Investment LLC | 99,981 | $9.65M | 0.50% | +3,519+3.6% | Added |
| Principle Wealth Partners LLC | 99,904 | $9.64M | 0.55% | −647−0.6% | Reduced |
| Cornerstone Wealth Group, LLC | 104,443 | $9.60M | 0.62% | +8,487+8.8% | Added |
| Foster Victor Wealth Advisors, LLC | 98,650 | $9.47M | 0.54% | +7,034+7.7% | Added |
| Am Investment Strategies LLC | 97,871 | $9.45M | 2.08% | +270.0% | Added |
| Baillie Gifford & Co | 97,770 | $9.44M | 0.01% | −56,848−36.8% | Reduced |
| Trexquant Investment LP | 97,238 | $9.39M | 0.07% | −7,705−7.3% | Reduced |
| Beacon Pointe Advisors, LLC | 97,001 | $9.36M | 0.05% | +21,524+28.5% | Added |
| Thrivent Financial for Lutherans | 96,499 | $9.31M | 0.02% | +859+0.9% | Added |
| FIL Ltd | 96,060 | $9.27M | 0.01% | −147,261−60.5% | Reduced |
| Dynamic Advisor Solutions LLC | 95,888 | $9.26M | 0.29% | +4,944+5.4% | Added |
| Aequim Alternative Investments LP | 95,382 | $9.21M | 0.18% | +70,000+275.8% | Added |
| Windle Wealth, LLC | 95,318 | $9.20M | 3.89% | +4,400+4.8% | Added |
| Fiduciary Group LLC | 94,288 | $9.10M | 0.78% | −2,276−2.4% | Reduced |
| Level Four Advisory Services, LLC | 93,935 | $9.07M | 0.30% | +45,571+94.2% | Added |
| Glenmede Trust Co NA | 92,289 | $8.91M | 0.04% | +14,798+19.1% | Added |
| Guggenheim Capital LLC | 92,213 | $8.90M | 0.07% | +11,669+14.5% | Added |
| Thompson Siegel & Walmsley LLC | 92,003 | $8.88M | 0.16% | 00.0% | Unchanged |
| Ethic Inc. | 51,547 | $8.69M | 0.14% | +18,918+58.0% | Added |
| Sound View Wealth Advisors Group, LLC | 89,632 | $8.65M | 0.59% | −154−0.2% | Reduced |
| Rafferty Asset Management, LLC | 89,114 | $8.60M | 0.03% | −32,141−26.5% | Reduced |
| Farmers Trust Co | 88,802 | $8.57M | 1.35% | +19,724+28.6% | Added |
| Chronos Wealth Management, LLC | 87,955 | $8.49M | 4.11% | −407−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 87,366 | $8.43M | 0.10% | −202−0.2% | Reduced |
| UniSuper Management Pty Ltd | 86,987 | $8.40M | 0.05% | −1,697−1.9% | Reduced |
| Summit Financial, LLC | 86,012 | $8.30M | 0.11% | +1,078+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 85,856 | $8.29M | 0.06% | 00.0% | Unchanged |
| Advocate Group LLC | 85,820 | $8.28M | 1.30% | +340.0% | Added |
| Sky Investment Group LLC | 85,515 | $8.25M | 1.41% | +296+0.3% | Added |
| Gulf International Bank (UK) Ltd | 85,152 | $8.22M | 0.18% | +29,640+53.4% | Added |
| United Capital Financial Advisers, LLC | 82,751 | $7.99M | 0.05% | +2,110+2.6% | Added |
| TD Waterhouse Canada Inc. | 82,588 | $7.98M | 0.02% | +5,589+7.3% | Added |
| Equitable Holdings, Inc. | 91,214 | $7.98M | 0.05% | +8,858+10.8% | Added |
| Lifeworks Advisors, LLC | 82,319 | $7.95M | 1.02% | +13,637+19.9% | Added |
| Mount Yale Investment Advisors, LLC | 82,004 | $7.91M | 0.19% | +74,948+1,062.2% | Added |
| Simmons Bank | 81,719 | $7.89M | 0.53% | +5,880+7.8% | Added |
| Central Trust Co | 80,755 | $7.79M | 0.15% | +1,054+1.3% | Added |
| Parkside Investments, LLC | 80,480 | $7.77M | 0.94% | +2,949+3.8% | Added |
| Kestra Private Wealth Services, LLC | 80,185 | $7.74M | 0.10% | +288+0.4% | Added |
| Trustmark National Bank Trust Department | 79,005 | $7.63M | 0.49% | +169+0.2% | Added |
| Integrated Wealth Concepts LLC | 78,934 | $7.62M | 0.06% | +55,400+235.4% | Added |
| Edmond de Rothschild Holding S.A. | 78,541 | $7.58M | 0.11% | +2,741+3.6% | Added |
| Kempen Capital Management N.V. | 78,300 | $7.56M | 0.07% | −7,961−9.2% | Reduced |
| Aull & Monroe Investment Management Corp | 78,074 | $7.54M | 3.50% | +1,233+1.6% | Added |
| Prospera Financial Services Inc | 77,859 | $7.52M | 0.12% | −16,027−17.1% | Reduced |
| City Holding Co | 77,507 | $7.48M | 0.94% | +1,525+2.0% | Added |
| First PREMIER Bank | 77,463 | $7.48M | 1.73% | −2,007−2.5% | Reduced |
| Naples Global Advisors, LLC | 76,727 | $7.41M | 0.54% | +1,711+2.3% | Added |
| Albion Financial Group | 76,335 | $7.37M | 0.48% | −314−0.4% | Reduced |
| Anchor Investment Management, LLC | 75,927 | $7.33M | 0.61% | +475+0.6% | Added |
| Edgemoor Investment Advisors, Inc. | 75,874 | $7.32M | 0.58% | −100−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 75,700 | $7.31M | 0.08% | −4,798−6.0% | Reduced |
| Man Group plc | 75,420 | $7.28M | 0.02% | −185,099−71.1% | Reduced |
| Coston, McIsaac & Partners | 74,726 | $7.21M | 1.63% | −661−0.9% | Reduced |
| Marietta Wealth Management, LLC | 74,489 | $7.19M | 0.85% | +2,980+4.2% | Added |
| BFSG, LLC | 73,936 | $7.14M | 0.68% | +1,509+2.1% | Added |
| Argent Trust Co | 73,854 | $7.13M | 0.24% | +375+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 73,555 | $7.10M | 0.16% | +122+0.2% | Added |
| Vident Advisory, LLC | 73,437 | $7.09M | 0.06% | +778+1.1% | Added |
| Jane Street Group, LLC | 73,231 | $7.07M | 0.01% | −47,095−39.1% | Reduced |
| Schnieders Capital Management, LLC. | 73,064 | $7.05M | 1.12% | +12,284+20.2% | Added |
| StoneX Group Inc. | 72,568 | $7.00M | 0.38% | −31,296−30.1% | Reduced |
| Carret Asset Management, LLC | 71,813 | $6.93M | 0.68% | −50−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 71,755 | $6.93M | 0.33% | −1,954−2.7% | Reduced |
| Massmutual Trust Co FSB | 71,749 | $6.93M | 0.19% | −2,329−3.1% | Reduced |
| Carson Advisory Inc. | 71,493 | $6.90M | 3.58% | +76+0.1% | Added |
| Advisors Asset Management, Inc. | 71,283 | $6.88M | 0.11% | +3,352+4.9% | Added |
| Telos Capital Management, Inc. | 70,872 | $6.84M | 0.66% | −858−1.2% | Reduced |