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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 32,405 | $3.13M | 0.07% | +2,858+9.7% | Added |
| M3 Wealth Management, LLC | 32,110 | $3.10M | 2.39% | +53+0.2% | Added |
| Intact Investment Management Inc. | 32,100 | $3.10M | 0.09% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 31,999 | $3.09M | 0.49% | +839+2.7% | Added |
| Bleakley Financial Group, LLC | 31,928 | $3.08M | 0.05% | −93−0.3% | Reduced |
| North Dakota State Investment Board | 31,921 | $3.08M | 0.13% | −5,871−15.5% | Reduced |
| Spartan Wealth Advisory Services LLC | 31,504 | $3.04M | 0.27% | +31,504 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 31,475 | $3.04M | 1.41% | −1,241−3.8% | Reduced |
| South State Corp. | 31,260 | $3.02M | 0.14% | +284+0.9% | Added |
| Buckingham Strategic Partners | 31,120 | $3.00M | 0.03% | −4,417−12.4% | Reduced |
| Dark Forest Capital Management LP | 31,084 | $3.00M | 0.27% | −24,944−44.5% | Reduced |
| LongView Wealth Management | 31,250 | $3.00M | 0.75% | −3,496−10.1% | Reduced |
| Kentucky Retirement Systems | 72,798 | $2.99M | 0.22% | +3,615+5.2% | Added |
| Caldwell Trust Co | 30,977 | $2.99M | 0.27% | +1,555+5.3% | Added |
| Shoker Investment Counsel, Inc. | 30,946 | $2.99M | 0.89% | −573−1.8% | Reduced |
| Biltmore Family Office, LLC | 30,797 | $2.97M | 0.42% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 30,743 | $2.97M | 0.08% | −3,814−11.0% | Reduced |
| MUFG Securities Americas Inc. | 30,468 | $2.94M | 0.19% | +804+2.7% | Added |
| CIBC World Markets Inc. | 30,199 | $2.91M | 0.01% | −106,256−77.9% | Reduced |
| Pacitti Group Inc. | 30,143 | $2.91M | 1.06% | +1,884+6.7% | Added |
| Bokf, NA | 30,139 | $2.91M | 0.04% | −1,336−4.2% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.90M | 0.10% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 29,968 | $2.89M | 0.18% | +20,171+205.9% | Added |
| Pensionmark Financial Group, LLC | 29,865 | $2.88M | 0.05% | −235−0.8% | Reduced |
| Securian Asset Management, Inc | 29,841 | $2.88M | 0.11% | −100−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 29,743 | $2.87M | 0.18% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 29,666 | $2.86M | 0.04% | −45,910−60.7% | Reduced |
| Chemung Canal Trust Co | 29,329 | $2.83M | 0.57% | +477+1.7% | Added |
| Pullen Investment Management, LLC | 29,249 | $2.82M | 1.42% | −49−0.2% | Reduced |
| Jacobi Capital Management LLC | 29,238 | $2.82M | 0.16% | +358+1.2% | Added |
| Churchill Financial Advisors, LLC | 29,056 | $2.80M | 0.59% | +17,915+160.8% | Added |
| Oak Harbor Wealth Partners, LLC | 29,052 | $2.80M | 0.66% | +689+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,998 | $2.80M | 0.19% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 28,907 | $2.79M | 0.06% | −983−3.3% | Reduced |
| Old North State Trust, LLC | 28,662 | $2.77M | 1.64% | +314+1.1% | Added |
| Westwood Holdings Group Inc. | 28,632 | $2.76M | 0.02% | −274,354−90.6% | Reduced |
| Hilltop National Bank | 28,524 | $2.75M | 0.65% | −748−2.6% | Reduced |
| Wealth Intelligence, LLC | 28,326 | $2.73M | 1.31% | +3,182+12.7% | Added |
| Holderness Investments Co | 28,275 | $2.73M | 0.55% | −224−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 28,241 | $2.73M | 0.16% | +74+0.3% | Added |
| Hayek Kallen Investment Management | 28,200 | $2.72M | 0.89% | +28,200 | New |
| Sargent Investment Group, LLC | 28,171 | $2.72M | 0.36% | +791+2.9% | Added |
| Greenleaf Trust | 28,082 | $2.71M | 0.03% | +4,287+18.0% | Added |
| Vectors Research Management, LLC | 27,995 | $2.70M | 0.79% | +77+0.3% | Added |
| Rahlfs Capital, LLC | 27,895 | $2.69M | 1.98% | 00.0% | Unchanged |
| Aurora Investment Counsel | 27,890 | $2.69M | 1.49% | −1,329−4.5% | Reduced |
| Equitable Trust Co | 27,845 | $2.69M | 0.12% | −2,416−8.0% | Reduced |
| Tyche Wealth Partners LLC | 27,784 | $2.68M | 0.41% | +21+0.1% | Added |
| Johnson Investment Counsel Inc | 27,743 | $2.68M | 0.02% | −3,842−12.2% | Reduced |
| Nomura Holdings Inc | 27,714 | $2.67M | 0.02% | +20,148+266.3% | Added |
| Naviter Wealth, LLC | 27,509 | $2.66M | 0.33% | +940+3.5% | Added |
| Banque Pictet & Cie SA | 27,427 | $2.65M | 0.03% | +27,427 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 27,399 | $2.65M | 0.72% | −933−3.3% | Reduced |
| McRae Capital Management Inc | 27,131 | $2.62M | 0.54% | −930−3.3% | Reduced |
| Citizens Financial Group Inc | 27,104 | $2.62M | 0.04% | −1,511−5.3% | Reduced |
| GAMMA Investing LLC | 27,029 | $2.61M | 0.12% | +2,560+10.5% | Added |
| Canada Post Corp Registered Pension Plan | 26,772 | $2.58M | 0.10% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 26,712 | $2.58M | 0.06% | −856−3.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 26,536 | $2.56M | 0.25% | +742+2.9% | Added |
| WCG Wealth Advisors LLC | 26,511 | $2.56M | 0.07% | −2,396−8.3% | Reduced |
| Marietta Investment Partners LLC | 26,438 | $2.55M | 0.51% | +3,570+15.6% | Added |
| Inman Jager Wealth Management, LLC | 26,379 | $2.55M | 1.49% | +1,412+5.7% | Added |
| Verity & Verity, LLC | 26,368 | $2.55M | 0.19% | −107,548−80.3% | Reduced |
| LBMC Investment Advisors, LLC | 26,368 | $2.55M | 0.16% | −1,450−5.2% | Reduced |
| Broadwater Capital Management LLC | 29,154 | $2.54M | 1.90% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 26,269 | $2.54M | 0.15% | −65−0.2% | Reduced |
| Argyle Capital Management Inc. | 26,221 | $2.53M | 0.82% | −50−0.2% | Reduced |
| Frank, Rimerman Advisors LLC | 26,203 | $2.53M | 0.17% | −2,965−10.2% | Reduced |
| Meeder Advisory Services, Inc. | 26,093 | $2.52M | 0.11% | +368+1.4% | Added |
| Americana Partners, LLC | 26,080 | $2.52M | 0.07% | +1,529+6.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 26,024 | $2.51M | 0.36% | +284+1.1% | Added |
| BlueCrest Capital Management Ltd | 25,962 | $2.51M | 0.24% | +25,962 | New |
| Apella Capital, LLC | 26,457 | $2.50M | 0.04% | +7,980+43.2% | Added |
| John G Ullman & Associates Inc | 25,880 | $2.50M | 0.33% | −100−0.4% | Reduced |
| ZWJ Investment Counsel Inc | 25,859 | $2.50M | 0.09% | −25−0.1% | Reduced |
| Capital Square, LLC | 26,693 | $2.50M | 1.15% | +113+0.4% | Added |
| Donaldson Capital Management, LLC | 25,834 | $2.49M | 0.08% | −544,418−95.5% | Reduced |
| Advanced Asset Management Advisors Inc | 25,805 | $2.49M | 0.69% | 00.0% | Unchanged |
| Delta Global Management LP | 25,792 | $2.49M | 0.20% | −1,355−5.0% | Reduced |
| Red Door Wealth Management, LLC | 25,512 | $2.46M | 0.26% | +154+0.6% | Added |
| Cape Investment Advisory, Inc. | 25,477 | $2.46M | 0.82% | +1,428+5.9% | Added |
| Nepsis, Inc. | 25,420 | $2.45M | 0.82% | −352−1.4% | Reduced |
| Armis Advisers, LLC | 26,307 | $2.45M | 0.24% | −1,242−4.5% | Reduced |
| Wedbush Securities Inc | 25,344 | $2.45M | 0.07% | +569+2.3% | Added |
| Ascent Wealth Partners, LLC | 25,283 | $2.44M | 0.28% | +311+1.2% | Added |
| BIP Wealth, LLC | 25,281 | $2.44M | 0.10% | −3,668−12.7% | Reduced |
| Kavar Capital Partners Group, LLC | 25,214 | $2.43M | 0.30% | −775−3.0% | Reduced |
| Assetmark, Inc | 25,173 | $2.43M | 0.00% | +3,548+16.4% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.41M | 0.16% | 00.0% | Unchanged |
| Change Path, LLC | 24,920 | $2.41M | 0.06% | +300+1.2% | Added |
| ISAM Funds (UK) Ltd | 24,837 | $2.40M | 1.18% | +24,837 | New |
| Fiduciary Alliance LLC | 25,266 | $2.39M | 0.14% | −2,046−7.5% | Reduced |
| Reaves W H & Co Inc | 24,767 | $2.39M | 0.04% | +119+0.5% | Added |
| Ausdal Financial Partners, Inc. | 24,763 | $2.39M | 0.11% | +11,257+83.3% | Added |
| Advyzon Investment Management, LLC | 24,743 | $2.39M | 0.21% | +11,312+84.2% | Added |
| D L Carlson Investment Group Inc | 24,656 | $2.38M | 0.41% | +355+1.5% | Added |
| Brooks, Moore & Associates, Inc. | 24,573 | $2.37M | 1.19% | −50−0.2% | Reduced |
| M Holdings Securities, Inc. | 24,753 | $2.35M | 0.16% | +85+0.3% | Added |
| Smith Chas P & Associates Pa Cpas | 24,294 | $2.34M | 0.13% | −591−2.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 24,255 | $2.34M | 0.32% | +1,777+7.9% | Added |