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 |
|---|---|---|---|---|---|
| Cushing Asset Management, LP | 45,000 | $4.34M | 0.22% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 44,945 | $4.34M | 0.24% | −93−0.2% | Reduced |
| Concord Wealth Partners | 44,835 | $4.33M | 0.56% | +4,056+9.9% | Added |
| Cullen Investment Group, Ltd. | 44,833 | $4.33M | 0.57% | −33,167−42.5% | Reduced |
| First Citizens Bank & Trust Co | 44,711 | $4.32M | 0.09% | +2,239+5.3% | Added |
| Red Cedar Investment Management, LLC | 44,607 | $4.31M | 0.45% | −290−0.6% | Reduced |
| Portman Square Capital LLP | 44,375 | $4.28M | 0.65% | −3,254−6.8% | Reduced |
| New Age Alpha Advisors, LLC | 44,117 | $4.26M | 0.20% | +36,266+461.9% | Added |
| Acadian Asset Management LLC | 44,127 | $4.26M | 0.01% | +46+0.1% | Added |
| Laurel Wealth Advisors LLC | 46,325 | $4.25M | 0.42% | −475−1.0% | Reduced |
| MTM Investment Management, LLC | 43,647 | $4.21M | 1.33% | +210.0% | Added |
| Canada Pension Plan Investment Board | 43,571 | $4.21M | 0.00% | −40,145−48.0% | Reduced |
| Wills Financial Group LLC | 44,711 | $4.16M | 1.57% | −305−0.7% | Reduced |
| First National Advisers, LLC | 42,532 | $4.10M | 0.60% | +6,023+16.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 42,495 | $4.10M | 0.04% | +1,103+2.7% | Added |
| Skopos Labs, Inc. | 42,483 | $4.10M | 0.13% | +12,970+43.9% | Added |
| Buckhead Capital Management LLC | 42,454 | $4.10M | 1.54% | −582−1.4% | Reduced |
| TrueWealth Advisors, LLC | 42,229 | $4.08M | 1.03% | −1,667−3.8% | Reduced |
| Mainstay Capital Management LLC | 42,202 | $4.07M | 0.31% | +1,039+2.5% | Added |
| HF Advisory Group, LLC | 42,063 | $4.06M | 1.38% | +6,512+18.3% | Added |
| Palisade Asset Management, LLC | 41,907 | $4.04M | 0.41% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 41,852 | $4.04M | 0.03% | +1,688+4.2% | Added |
| Bank Ozk | 41,805 | $4.04M | 1.42% | +1,946+4.9% | Added |
| Callan Family Office, LLC | 41,697 | $4.02M | 0.09% | −1,798−4.1% | Reduced |
| Daymark Wealth Partners, LLC | 40,851 | $3.94M | 0.12% | −1,524−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 40,735 | $3.93M | 0.12% | +1,240+3.1% | Added |
| Boston Partners | 40,704 | $3.93M | 0.00% | +2,704+7.1% | Added |
| Saudi Central Bank | 40,643 | $3.92M | 0.08% | +40,643 | New |
| Sigma Planning Corp | 40,463 | $3.91M | 0.11% | −1,693−4.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 40,419 | $3.90M | 0.13% | +29,459+268.8% | Added |
| Robbins Farley LLC | 40,255 | $3.89M | 1.72% | +640+1.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 40,153 | $3.88M | 0.15% | −100−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 39,979 | $3.86M | 0.06% | −8,093−16.8% | Reduced |
| Kingsview Wealth Management, LLC | 39,771 | $3.84M | 0.05% | −511−1.3% | Reduced |
| Great Lakes Retirement, Inc. | 39,717 | $3.83M | 0.40% | +1,537+4.0% | Added |
| Concord Asset Management, LLC | 39,679 | $3.83M | 0.65% | +3,996+11.2% | Added |
| Essex Financial Services, Inc. | 39,629 | $3.82M | 0.21% | −505−1.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 39,541 | $3.82M | 0.10% | −5,357−11.9% | Reduced |
| Vise Technologies, Inc. | 43,729 | $3.81M | 0.07% | 00.0% | Unchanged |
| First Bank & Trust | 39,043 | $3.77M | 0.61% | −4,276−9.9% | Reduced |
| Smartleaf Asset Management LLC | 38,791 | $3.76M | 0.14% | +2,513+6.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 38,856 | $3.75M | 0.33% | −935−2.3% | Reduced |
| Glenview Trust Co | 38,800 | $3.74M | 0.06% | −31,205−44.6% | Reduced |
| Canandaigua National Corp | 38,786 | $3.74M | 0.34% | +38,786 | New |
| Wolverine Asset Management LLC | 38,380 | $3.70M | 0.06% | +10,143+35.9% | Added |
| Cary Street Partners Financial LLC | 38,240 | $3.69M | 0.09% | +229+0.6% | Added |
| Peapack Gladstone Financial Corp | 38,167 | $3.68M | 0.05% | −1,903−4.7% | Reduced |
| Profund Advisors LLC | 37,565 | $3.63M | 0.13% | −17,093−31.3% | Reduced |
| JPL Wealth Management, LLC | 37,478 | $3.62M | 0.83% | +191+0.5% | Added |
| Centaurus Financial, Inc. | 37,474 | $3.62M | 0.17% | +1,111+3.1% | Added |
| Citizens National Bank Trust Department | 37,387 | $3.61M | 0.60% | +7,716+26.0% | Added |
| Miller Howard Investments Inc | 36,976 | $3.57M | 0.10% | +2,822+8.3% | Added |
| High Point Wealth Management, LLC | 36,919 | $3.56M | 3.44% | +1,363+3.8% | Added |
| Stonebridge Financial Group, LLC | 36,881 | $3.56M | 0.29% | +1,228+3.4% | Added |
| All Terrain Financial Advisors, LLC | 36,741 | $3.55M | 1.11% | −3,694−9.1% | Reduced |
| Family Legacy, Inc. | 36,694 | $3.54M | 1.06% | +966+2.7% | Added |
| Empirical Finance, LLC | 36,507 | $3.52M | 0.17% | −46−0.1% | Reduced |
| Capital International Sarl | 36,430 | $3.52M | 0.06% | +14,053+62.8% | Added |
| Summit Trail Advisors, LLC | 36,308 | $3.50M | 0.05% | +13,652+60.3% | Added |
| OneAscent Wealth Management LLC | 36,274 | $3.50M | 1.16% | −1,123−3.0% | Reduced |
| Financial Advisory Service, Inc. | 36,109 | $3.49M | 0.22% | +1,301+3.7% | Added |
| RiverFront Investment Group, LLC | 36,052 | $3.48M | 0.05% | +27,838+338.9% | Added |
| Quadrant Capital Group LLC | 35,996 | $3.47M | 0.10% | +13,854+62.6% | Added |
| Gateway Wealth Partners, LLC | 35,564 | $3.43M | 0.13% | +20,471+135.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 35,233 | $3.40M | 0.05% | +50+0.1% | Added |
| Anchyra Partners LLC | 34,895 | $3.37M | 1.02% | +159+0.5% | Added |
| Panagora Asset Management Inc | 34,882 | $3.37M | 0.01% | +1,154+3.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 34,847 | $3.36M | 0.23% | +598+1.7% | Added |
| Slagle Financial, LLC | 34,803 | $3.36M | 1.11% | +1,297+3.9% | Added |
| Everence Capital Management Inc | 34,801 | $3.36M | 0.20% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 34,700 | $3.35M | 0.17% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 34,550 | $3.33M | 1.41% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 34,328 | $3.31M | 0.11% | +115+0.3% | Added |
| Sovereign Financial Group, Inc. | 34,294 | $3.31M | 0.58% | −1,269−3.6% | Reduced |
| IFP Advisors, Inc | 34,285 | $3.31M | 0.07% | −2,829−7.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 35,746 | $3.29M | 0.14% | +35,746 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,042 | $3.29M | 0.40% | +8,610+33.9% | Added |
| Avantax Planning Partners, Inc. | 33,976 | $3.28M | 0.09% | −4,860−12.5% | Reduced |
| Texas Yale Capital Corp. | 33,901 | $3.27M | 0.09% | −20.0% | Reduced |
| Lantz Financial LLC | 33,795 | $3.26M | 0.67% | −107−0.3% | Reduced |
| West Paces Advisors Inc. | 33,747 | $3.26M | 0.63% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 33,711 | $3.25M | 0.06% | +2,696+8.7% | Added |
| Walsky Investment Management, Inc. | 33,858 | $3.25M | 3.32% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 33,672 | $3.25M | 0.76% | +3,029+9.9% | Added |
| Courier Capital LLC | 33,446 | $3.23M | 0.18% | +68+0.2% | Added |
| apricus wealth, LLC | 33,377 | $3.22M | 1.57% | +1,035+3.2% | Added |
| Rockline Wealth Management, LLC | 33,353 | $3.22M | 0.70% | −850−2.5% | Reduced |
| Woodmont Investment Counsel LLC | 33,202 | $3.20M | 0.20% | +264+0.8% | Added |
| Ieq Capital, LLC | 33,131 | $3.20M | 0.01% | +286+0.9% | Added |
| Pettyjohn, Wood & White, Inc | 32,980 | $3.18M | 0.51% | −46−0.1% | Reduced |
| Danske Bank A/S | 32,963 | $3.18M | 0.01% | +5,500+20.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 32,886 | $3.17M | 0.11% | −331−1.0% | Reduced |
| Brown Brothers Harriman & Co | 32,884 | $3.17M | 0.02% | +8,447+34.6% | Added |
| Adalta Capital Management LLC | 32,838 | $3.17M | 1.52% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 32,814 | $3.17M | 0.44% | +1,144+3.6% | Added |
| Little House Capital LLC | 32,797 | $3.17M | 0.82% | +457+1.4% | Added |
| Perigon Wealth Management, LLC | 32,726 | $3.16M | 0.06% | +4,820+17.3% | Added |
| Great Lakes Advisors, LLC | 32,680 | $3.15M | 0.03% | +1,253+4.0% | Added |
| First National Trust Co | 32,522 | $3.14M | 0.11% | −302−0.9% | Reduced |
| GAM Holding AG | 32,510 | $3.14M | 0.28% | −21,923−40.3% | Reduced |