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 |
|---|---|---|---|---|---|
| Old Point Trust & Financial Services N A | 70,708 | $6.82M | 2.19% | −3,250−4.4% | Reduced |
| Eventide Asset Management, LLC | 70,433 | $6.81M | 0.11% | −40,409−36.5% | Reduced |
| Hantz Financial Services, Inc. | 70,175 | $6.77M | 0.10% | −3,258−4.4% | Reduced |
| GLOBALT Investments LLC | 69,675 | $6.72M | 0.24% | −2,328−3.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 69,437 | $6.70M | 1.61% | +13,633+24.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 69,159 | $6.68M | 0.01% | +25,631+58.9% | Added |
| Jackson Hole Capital Partners, LLC | 69,001 | $6.66M | 1.10% | +644+0.9% | Added |
| Pacer Advisors, Inc. | 68,560 | $6.62M | 0.02% | −30,523−30.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 67,460 | $6.51M | 1.31% | +1,074+1.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 67,387 | $6.50M | 0.96% | +180.0% | Added |
| Vestmark Advisory Solutions, Inc. | 66,937 | $6.46M | 0.07% | +57,838+635.7% | Added |
| Empowered Funds, LLC | 66,631 | $6.43M | 0.04% | +66,631 | New |
| Mizuho Securities USA LLC | 66,567 | $6.43M | 0.15% | −13,608−17.0% | Reduced |
| Oppenheimer & Co Inc | 66,497 | $6.42M | 0.08% | +1,031+1.6% | Added |
| Nordea Investment Management AB | 67,123 | $6.41M | 0.01% | −7,136−9.6% | Reduced |
| Woodstock Corp | 66,195 | $6.39M | 0.57% | +1,135+1.7% | Added |
| Agf Management Ltd | 65,920 | $6.36M | 0.03% | +611+0.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 65,741 | $6.34M | 1.28% | +60,681+1,199.2% | Added |
| Horizon Investments, LLC | 65,509 | $6.32M | 0.07% | +17,459+36.3% | Added |
| Apollon Wealth Management, LLC | 64,960 | $6.27M | 0.10% | −4,078−5.9% | Reduced |
| Legacy Financial Independent Advisors LLC | 64,522 | $6.23M | 3.24% | +64,522 | New |
| MainStreet Investment Advisors LLC | 64,269 | $6.20M | 0.93% | −1,968−3.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 64,221 | $6.20M | 0.47% | +911+1.4% | Added |
| Griffith & Werner, Inc. | 64,207 | $6.20M | 3.07% | −612−0.9% | Reduced |
| Trinity Legacy Partners, LLC | 63,882 | $6.13M | 1.33% | +1,260+2.0% | Added |
| South Dakota Investment Council | 63,240 | $6.10M | 0.12% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 63,141 | $6.09M | 0.34% | +3,215+5.4% | Added |
| Hartford Investment Management Co | 62,834 | $6.06M | 0.19% | −750−1.2% | Reduced |
| Moors & Cabot, Inc. | 62,299 | $6.01M | 0.26% | −4,310−6.5% | Reduced |
| Signaturefd, LLC | 62,249 | $6.01M | 0.09% | +3,749+6.4% | Added |
| Sciencast Management LP | 62,095 | $5.99M | 0.76% | −6,342−9.3% | Reduced |
| Capital Investment Counsel, LLC | 61,772 | $5.96M | 0.82% | +1,164+1.9% | Added |
| CBOE Vest Financial, LLC | 61,752 | $5.96M | 0.07% | +6,481+11.7% | Added |
| Core Alternative Capital | 61,748 | $5.96M | 1.76% | −4,709−7.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61,647 | $5.95M | 0.01% | +3,156+5.4% | Added |
| Prudential PLC | 61,381 | $5.92M | 0.05% | +1,049+1.7% | Added |
| Toroso Investments, LLC | 59,258 | $5.72M | 0.02% | +18,747+46.3% | Added |
| Wealthcare Advisory Partners LLC | 59,104 | $5.70M | 0.11% | −222−0.4% | Reduced |
| AE Wealth Management LLC | 59,051 | $5.70M | 0.03% | −11,293−16.1% | Reduced |
| Sherman Porfolios, LLC | 58,763 | $5.67M | 0.44% | +58,763 | New |
| Trajan Wealth LLC | 58,544 | $5.65M | 0.24% | +4,157+7.6% | Added |
| Csenge Advisory Group | 58,154 | $5.61M | 0.26% | +1,357+2.4% | Added |
| Goelzer Investment Management, Inc. | 57,882 | $5.59M | 0.27% | −124−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,769 | $5.48M | 0.01% | −10,879−16.1% | Reduced |
| RSM US Wealth Management LLC | 56,420 | $5.45M | 0.07% | +2,163+4.0% | Added |
| Louisiana State Employees Retirement System | 56,100 | $5.41M | 0.09% | −100−0.2% | Reduced |
| Baugh & Associates, LLC | 56,077 | $5.41M | 2.34% | −333−0.6% | Reduced |
| Providence Capital Advisors, LLC | 56,063 | $5.41M | 0.88% | +783+1.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 55,964 | $5.40M | 0.85% | +2,003+3.7% | Added |
| Federation des caisses Desjardins du Quebec | 55,813 | $5.39M | 0.02% | +8,643+18.3% | Added |
| Clearbridge Investments, LLC | 55,714 | $5.38M | 0.00% | −198−0.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 55,464 | $5.35M | 2.87% | +822+1.5% | Added |
| United Bank | 55,330 | $5.34M | 1.78% | +190.0% | Added |
| Maryland State Retirement & Pension System | 55,213 | $5.33M | 0.11% | +475+0.9% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 54,110 | $5.22M | 0.18% | +6,249+13.1% | Added |
| Meridian Wealth Management, LLC | 53,977 | $5.21M | 0.18% | −293−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 53,971 | $5.21M | 0.16% | +21,567+66.6% | Added |
| GQG Partners LLC | 53,702 | $5.18M | 0.01% | −161−0.3% | Reduced |
| We Are One Seven, LLC | 53,653 | $5.18M | 0.10% | +1,157+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 53,230 | $5.14M | 0.18% | +125+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 52,401 | $5.06M | 0.03% | −8,029−13.3% | Reduced |
| Oakworth Capital, Inc. | 52,288 | $5.05M | 0.27% | +1,674+3.3% | Added |
| IHT Wealth Management, LLC | 52,118 | $5.03M | 0.12% | +25,440+95.4% | Added |
| Greatmark Investment Partners, Inc. | 51,982 | $5.02M | 0.59% | +276+0.5% | Added |
| Morton Community Bank | 51,397 | $4.96M | 1.08% | +785+1.6% | Added |
| Credit Agricole S A | 51,259 | $4.95M | 0.02% | −332,218−86.6% | Reduced |
| Eastern Bank | 51,185 | $4.94M | 0.08% | −69−0.1% | Reduced |
| Longbow Finance SA | 51,158 | $4.94M | 0.89% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 51,116 | $4.93M | 2.73% | +86+0.2% | Added |
| Coastal Bridge Advisors, LLC | 50,822 | $4.91M | 0.35% | +489+1.0% | Added |
| Sagespring Wealth Partners, LLC | 50,736 | $4.90M | 0.09% | +44+0.1% | Added |
| Montag A & Associates Inc | 50,692 | $4.89M | 0.23% | +3,541+7.5% | Added |
| Morgan Dempsey Capital Management LLC | 50,677 | $4.89M | 2.23% | −1,552−3.0% | Reduced |
| Omers Administration Corp | 50,628 | $4.89M | 0.03% | +11,448+29.2% | Added |
| Cornerstone Capital, Inc. | 50,601 | $4.88M | 0.49% | −1,835−3.5% | Reduced |
| New Mexico Educational Retirement Board | 50,587 | $4.88M | 0.15% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 50,128 | $4.84M | 0.42% | +291+0.6% | Added |
| Abn Amro Investment Solutions | 49,863 | $4.81M | 0.06% | +6,163+14.1% | Added |
| Campbell & CO Investment Adviser LLC | 49,581 | $4.79M | 0.27% | +41,535+516.2% | Added |
| Norinchukin Bank, The | 49,358 | $4.76M | 0.06% | −67−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 49,147 | $4.74M | 0.05% | −18,119−26.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 49,063 | $4.74M | 0.23% | +546+1.1% | Added |
| Kentucky Trust Co | 48,916 | $4.72M | 2.47% | −482−1.0% | Reduced |
| Brown Advisory Inc | 48,269 | $4.66M | 0.01% | +513+1.1% | Added |
| Wesbanco Bank Inc | 48,235 | $4.66M | 0.13% | −310−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 48,066 | $4.64M | 0.05% | +7,311+17.9% | Added |
| Marble Wealth, LLC | 47,988 | $4.63M | 0.81% | −2,969−5.8% | Reduced |
| Apollon Financial, LLC | 47,368 | $4.57M | 0.63% | +130.0% | Added |
| Ci Investments Inc. | 47,294 | $4.56M | 0.02% | +19,400+69.5% | Added |
| Bailard, Inc. | 46,844 | $4.52M | 0.10% | +26+0.1% | Added |
| Jain Global LLC | 46,624 | $4.50M | 0.06% | +46,624 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 46,567 | $4.49M | 0.02% | +46,567 | New |
| Clearstead Advisors, LLC | 46,540 | $4.49M | 0.04% | −10,740−18.8% | Reduced |
| GWN Securities Inc. | 46,118 | $4.45M | 0.85% | −2,101−4.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 46,000 | $4.44M | 0.03% | +46,000 | New |
| Waterloo Capital, L.P. | 45,995 | $4.44M | 0.31% | +2,233+5.1% | Added |
| Rench Wealth Management, Inc. | 45,412 | $4.38M | 1.32% | −10.0% | Reduced |
| Pathway Financial Advisers, LLC | 45,115 | $4.35M | 1.23% | +1,246+2.8% | Added |
| MUFG Securities EMEA plc | 45,112 | $4.35M | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 45,046 | $4.35M | 0.06% | −7,337−14.0% | Reduced |