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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 24,252 | $2.34M | 0.04% | −1,173−4.6% | Reduced |
| Capital Investment Advisory Services, LLC | 24,250 | $2.34M | 0.17% | +2,793+13.0% | Added |
| Southeast Asset Advisors Inc. | 24,140 | $2.33M | 0.26% | +1,068+4.6% | Added |
| Bessemer Group Inc | 24,145 | $2.33M | 0.00% | +1,445+6.4% | Added |
| Sowell Financial Services LLC | 24,029 | $2.32M | 0.09% | +1,961+8.9% | Added |
| Stamos Capital Partners, L.P. | 23,974 | $2.31M | 0.36% | −2,865−10.7% | Reduced |
| Harbour Trust & Investment Management Co | 23,856 | $2.30M | 0.24% | −233−1.0% | Reduced |
| Principal Securities, Inc. | 23,829 | $2.30M | 0.03% | −957−3.9% | Reduced |
| CVFG LLC | 23,787 | $2.30M | 0.29% | +17,237+263.2% | Added |
| Ritholtz Wealth Management | 23,714 | $2.29M | 0.04% | +2,194+10.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 23,654 | $2.28M | 1.26% | +935+4.1% | Added |
| Alaethes Wealth LLC | 23,617 | $2.28M | 0.66% | +726+3.2% | Added |
| Cornerstone Advisory, LLC | 23,598 | $2.28M | 0.22% | +1,151+5.1% | Added |
| Western Wealth Management, LLC | 23,582 | $2.28M | 0.09% | +8,069+52.0% | Added |
| Retirement Planning Group | 23,579 | $2.28M | 0.07% | −33−0.1% | Reduced |
| Private Trust Co NA | 23,520 | $2.27M | 0.20% | −223−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 23,519 | $2.27M | 0.08% | +1,860+8.6% | Added |
| Atomi Financial Group, Inc. | 23,390 | $2.26M | 0.07% | −163−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,349 | $2.25M | 0.02% | +1,470+6.7% | Added |
| PFG Investments, LLC | 23,339 | $2.25M | 0.10% | −1,460−5.9% | Reduced |
| First United Bank Trust | 23,324 | $2.25M | 0.73% | −500−2.1% | Reduced |
| Hilltop Holdings Inc. | 23,283 | $2.25M | 0.20% | −6,849−22.7% | Reduced |
| Golden State Equity Partners | 23,067 | $2.23M | 0.17% | +9,166+65.9% | Added |
| CX Institutional | 23,046 | $2.22M | 0.07% | −407−1.7% | Reduced |
| Kovack Advisors, Inc. | 22,750 | $2.20M | 0.12% | −463−2.0% | Reduced |
| Patten & Patten Inc | 22,779 | $2.20M | 0.13% | +1,945+9.3% | Added |
| Regal Investment Advisors LLC | 22,707 | $2.19M | 0.13% | +615+2.8% | Added |
| Columbus Macro, LLC | 22,612 | $2.18M | 0.23% | +382+1.7% | Added |
| Patrick Mauro Investment Advisor, INC. | 22,575 | $2.18M | 1.10% | −1,007−4.3% | Reduced |
| RDA Financial Network | 22,570 | $2.18M | 0.55% | +1,177+5.5% | Added |
| Modern Wealth Management, LLC | 22,409 | $2.17M | 0.04% | +1,007+4.7% | Added |
| Zions Bancorporation, National Association | 22,447 | $2.17M | 0.14% | −849−3.6% | Reduced |
| Sagefield Capital LP | 22,285 | $2.15M | 0.15% | −532−2.3% | Reduced |
| LVZ Advisors, Inc. | 22,280 | $2.15M | 0.25% | +227+1.0% | Added |
| M&G Plc | 21,837 | $2.12M | 0.01% | −1,015−4.4% | Reduced |
| Mechanics Bank Trust Department | 21,915 | $2.12M | 0.29% | −1,187−5.1% | Reduced |
| Miracle Mile Advisors, LLC | 21,884 | $2.11M | 0.03% | +2,255+11.5% | Added |
| Stock Yards Bank & Trust Co | 21,876 | $2.11M | 0.07% | +123+0.6% | Added |
| Essex LLC | 21,802 | $2.10M | 0.37% | −130−0.6% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $2.10M | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 21,692 | $2.09M | 0.11% | +1,194+5.8% | Added |
| MSH Capital Advisors LLC | 21,553 | $2.08M | 0.44% | +71+0.3% | Added |
| Benedict Financial Advisors Inc | 21,465 | $2.07M | 0.43% | −40.0% | Reduced |
| RFP Financial Group LLC | 21,460 | $2.07M | 1.13% | +10,698+99.4% | Added |
| Accurate Wealth Management, LLC | 21,241 | $2.06M | 0.25% | +1,417+7.1% | Added |
| NTV Asset Management LLC | 21,269 | $2.05M | 0.23% | +192+0.9% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $2.04M | 1.19% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 20,792 | $2.01M | 0.09% | +768+3.8% | Added |
| Vontobel Holding Ltd. | 20,734 | $2.00M | 0.01% | +3,987+23.8% | Added |
| Allen Capital Group, LLC | 20,665 | $1.99M | 0.18% | −3,858−15.7% | Reduced |
| LMG Wealth Partners, LLC | 20,650 | $1.99M | 0.36% | +1,466+7.6% | Added |
| HHM Wealth Advisors, LLC | 20,535 | $1.98M | 0.23% | −885−4.1% | Reduced |
| NBT Bank N A | 20,523 | $1.98M | 0.13% | +695+3.5% | Added |
| Venture Visionary Partners LLC | 20,430 | $1.97M | 0.07% | −1,029−4.8% | Reduced |
| Union Bancaire Privee, UBP SA | 22,683 | $1.97M | 0.04% | −4,597−16.9% | Reduced |
| AlphaCore Capital LLC | 20,411 | $1.97M | 0.05% | −3,170−13.4% | Reduced |
| Tempo Wealth, LLC | 20,295 | $1.96M | 0.34% | +3,346+19.7% | Added |
| T. Rowe Price Investment Management, Inc. | 20,215 | $1.95M | 0.00% | −10,085−33.3% | Reduced |
| Fidelis Capital Partners, LLC | 20,181 | $1.95M | 0.14% | +152+0.8% | Added |
| Excelsior Advisor Network LLC | 20,176 | $1.95M | 0.74% | +4,826+31.4% | Added |
| Armor Investment Advisors, LLC | 20,129 | $1.94M | 0.70% | −613−3.0% | Reduced |
| NovaPoint Capital, LLC | 20,033 | $1.93M | 0.49% | +1,203+6.4% | Added |
| Mystic Asset Management, Inc. | 19,998 | $1.93M | 0.45% | −56−0.3% | Reduced |
| Canal Insurance CO | 20,000 | $1.93M | 0.41% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,995 | $1.93M | 0.05% | +178+0.9% | Added |
| Advisor OS, LLC | 19,987 | $1.93M | 0.14% | +836+4.4% | Added |
| NorthRock Partners, LLC | 19,981 | $1.93M | 0.03% | −476−2.3% | Reduced |
| Meadowbrook Advisors Group, LLC | 19,976 | $1.93M | 1.15% | −2,048−9.3% | Reduced |
| Fulton Bank, N.A. | 19,964 | $1.93M | 0.07% | +368+1.9% | Added |
| ICW Investment Advisors LLC | 19,955 | $1.93M | 0.70% | +862+4.5% | Added |
| Invesco, LLC | 19,897 | $1.92M | 0.67% | +4,555+29.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 19,889 | $1.92M | 0.65% | −927−4.5% | Reduced |
| Mayfair Advisory Group, LLC | 19,797 | $1.91M | 0.67% | +275+1.4% | Added |
| Weaver Capital Management LLC | 19,749 | $1.91M | 0.41% | −368−1.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 19,649 | $1.90M | 0.04% | −4,092−17.2% | Reduced |
| Altshuler Shaham Ltd | 19,643 | $1.90M | 0.03% | +2,376+13.8% | Added |
| Candriam Luxembourg S.C.A. | 19,554 | $1.89M | 0.01% | +397+2.1% | Added |
| Applied Finance Capital Management, LLC | 19,366 | $1.87M | 0.14% | −1,388−6.7% | Reduced |
| Shelton Capital Management | 19,014 | $1.84M | 0.04% | −94,469−83.2% | Reduced |
| Cohen Capital Management, Inc. | 19,000 | $1.83M | 0.28% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 21,017 | $1.83M | 0.13% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 18,876 | $1.82M | 0.01% | +300+1.6% | Added |
| Adapt Wealth Advisors, LLC | 18,833 | $1.82M | 0.66% | +40.0% | Added |
| Alps Advisors Inc | 18,811 | $1.82M | 0.01% | +5,368+39.9% | Added |
| Consolidated Planning Corp | 18,776 | $1.81M | 0.29% | +170+0.9% | Added |
| Compass Wealth Management, LLC | 18,763 | $1.81M | 0.77% | +37+0.2% | Added |
| NBC Securities, Inc. | 18,741 | $1.81M | 0.14% | +65+0.3% | Added |
| Aviva PLC | 18,714 | $1.81M | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18,656 | $1.80M | 0.04% | +454+2.5% | Added |
| Valeo Financial Advisors, LLC | 18,537 | $1.79M | 0.04% | −880−4.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,510 | $1.79M | 0.23% | −490−2.6% | Reduced |
| Cannon Financial Strategists, Inc. | 18,413 | $1.78M | 0.23% | +3,524+23.7% | Added |
| Brighton Jones LLC | 18,390 | $1.77M | 0.04% | +18,390 | New |
| Ignite Planners, LLC | 18,376 | $1.77M | 0.27% | +452+2.5% | Added |
| SWAN Capital LLC | 18,377 | $1.77M | 0.65% | 00.0% | Unchanged |
| Spire Wealth Management | 18,355 | $1.77M | 0.06% | +5,954+48.0% | Added |
| Register Financial Advisors LLC | 18,338 | $1.77M | 0.65% | +3,759+25.8% | Added |
| SBI Securities Co., Ltd. | 18,323 | $1.77M | 0.05% | +511+2.9% | Added |
| Eagle Rock Investment Company, LLC | 18,283 | $1.76M | 0.26% | +285+1.6% | Added |
| Banque Cantonale Vaudoise | 18,270 | $1.76M | 0.07% | +10,400+132.1% | Added |