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 |
|---|---|---|---|---|---|
| Tema ETFs LLC | 18,272 | $1.76M | 0.12% | +91+0.5% | Added |
| Baldwin Investment Management, LLC | 18,237 | $1.76M | 0.21% | +1,200+7.0% | Added |
| TCW Group Inc | 18,190 | $1.76M | 0.01% | +880+5.1% | Added |
| Diversified Trust Co | 18,190 | $1.76M | 0.03% | +314+1.8% | Added |
| WJ Financial Advisors LLC | 18,129 | $1.75M | 1.41% | +411+2.3% | Added |
| Larson Financial Group LLC | 18,094 | $1.75M | 0.06% | +2,346+14.9% | Added |
| Wellington Shields & Co., LLC | 18,084 | $1.75M | 0.44% | −400−2.2% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.74M | 0.62% | 00.0% | Unchanged |
| Wedmont Private Capital | 17,913 | $1.74M | 0.06% | −377−2.1% | Reduced |
| Focus Financial Network, Inc. | 18,020 | $1.74M | 0.06% | −1,057−5.5% | Reduced |
| Peoples Financial Services Corp. | 18,014 | $1.74M | 0.82% | +18+0.1% | Added |
| CAPROCK Group, Inc. | 17,991 | $1.74M | 0.04% | +1,581+9.6% | Added |
| Primoris Wealth Advisors, LLC | 17,944 | $1.73M | 1.21% | 00.0% | Unchanged |
| Parrish Capital LLC | 17,828 | $1.72M | 1.53% | −221−1.2% | Reduced |
| Gleason Group, Inc. | 17,724 | $1.71M | 0.17% | +135+0.8% | Added |
| Smith, Moore & Co. | 17,649 | $1.70M | 0.12% | −247−1.4% | Reduced |
| Smith Thornton Advisors LLC | 17,608 | $1.70M | 0.86% | +598+3.5% | Added |
| Arete Wealth Advisors, LLC | 17,620 | $1.70M | 0.13% | −1,440−7.6% | Reduced |
| Los Angeles Capital Management LLC | 17,596 | $1.70M | 0.01% | −17,271−49.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 17,370 | $1.68M | 0.51% | +1,660+10.6% | Added |
| Romano Brothers and Company | 17,331 | $1.67M | 0.19% | +40.0% | Added |
| Aquatic Capital Management LLC | 17,330 | $1.67M | 0.05% | +17,330 | New |
| Silver Oak Securities, Inc | 17,318 | $1.67M | 0.12% | −5,679−24.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,267 | $1.67M | 0.39% | +1,775+11.5% | Added |
| Jeppson Wealth Management, LLC | 17,227 | $1.66M | 0.52% | −115−0.7% | Reduced |
| Old Port Advisors | 17,103 | $1.65M | 0.38% | −956−5.3% | Reduced |
| Tower Bridge Advisors | 17,079 | $1.65M | 0.16% | +4,710+38.1% | Added |
| CWS Financial Advisors, LLC | 17,047 | $1.65M | 0.42% | +1,140+7.2% | Added |
| Lebenthal Global Advisors, LLC | 17,021 | $1.64M | 0.24% | +700+4.3% | Added |
| Sumitomo Life Insurance Co | 16,905 | $1.63M | 0.04% | +463+2.8% | Added |
| Richard Bernstein Advisors LLC | 16,902 | $1.63M | 0.05% | 00.0% | Unchanged |
| Dearborn Partners LLC | 16,881 | $1.63M | 0.09% | −81−0.5% | Reduced |
| Rollins Financial Advisors, LLC | 16,857 | $1.63M | 0.26% | −386−2.2% | Reduced |
| CapWealth Advisors, LLC | 16,741 | $1.62M | 0.12% | +1,006+6.4% | Added |
| DMG Group, LLC | 16,662 | $1.61M | 1.09% | +898+5.7% | Added |
| Bangor Savings Bank | 16,572 | $1.60M | 0.13% | −1,892−10.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 16,571 | $1.60M | 0.00% | +16,571 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.58M | 0.08% | 00.0% | Unchanged |
| Earnest Partners LLC | 16,308 | $1.57M | 0.01% | −195−1.2% | Reduced |
| First City Capital Management, Inc. | 16,090 | $1.55M | 0.82% | −4,199−20.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 16,086 | $1.55M | 0.97% | −663−4.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,081 | $1.55M | 0.46% | −224−1.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $1.54M | 0.47% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 15,911 | $1.54M | 0.47% | +244+1.6% | Added |
| High Net Worth Advisory Group LLC | 15,874 | $1.53M | 0.36% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 15,871 | $1.53M | 0.82% | −478−2.9% | Reduced |
| Flputnam Investment Management Co | 15,856 | $1.53M | 0.02% | +1,186+8.1% | Added |
| EPG Wealth Management LLC | 15,795 | $1.52M | 0.41% | +143+0.9% | Added |
| VestGen Advisors, LLC | 16,235 | $1.52M | 0.04% | +5,197+47.1% | Added |
| XML Financial, LLC | 15,699 | $1.52M | 0.12% | −351−2.2% | Reduced |
| Agp Franklin, LLC | 15,671 | $1.51M | 0.76% | −1,898−10.8% | Reduced |
| Fca Corp | 15,613 | $1.51M | 0.43% | +992+6.8% | Added |
| Bush Investment Group, LLC | 15,612 | $1.51M | 0.82% | −49−0.3% | Reduced |
| Odyssean, LLC | 15,404 | $1.49M | 0.54% | +6,918+81.5% | Added |
| Ascent Group, LLC | 15,272 | $1.47M | 0.05% | +573+3.9% | Added |
| Powers Advisory Group, LLC | 15,236 | $1.47M | 0.52% | +43+0.3% | Added |
| Stokes Family Office, LLC | 15,199 | $1.47M | 0.15% | −795−5.0% | Reduced |
| TCG Advisory Services, LLC | 15,173 | $1.46M | 0.04% | +2,489+19.6% | Added |
| Confluence Wealth Services, Inc. | 15,152 | $1.46M | 0.06% | +15+0.1% | Added |
| Silvercrest Asset Management Group LLC | 15,047 | $1.45M | 0.01% | −262−1.7% | Reduced |
| Pinebridge Investments LLC | 15,013 | $1.45M | 0.01% | −33,361−69.0% | Reduced |
| Retirement Guys Formula LLC | 14,965 | $1.44M | 0.66% | +3,035+25.4% | Added |
| Parallel Advisors, LLC | 14,962 | $1.44M | 0.03% | +1,489+11.1% | Added |
| International Assets Investment Management, LLC | 14,878 | $1.44M | 0.10% | −42−0.3% | Reduced |
| Elevate Wealth Advisory, Inc | 14,906 | $1.44M | 0.91% | −1,424−8.7% | Reduced |
| Venturi Wealth Management, LLC | 14,848 | $1.43M | 0.06% | +86+0.6% | Added |
| Mather Group, LLC. | 14,788 | $1.43M | 0.01% | −433−2.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,730 | $1.42M | 0.07% | +2,480+20.2% | Added |
| Granite Islands Private Wealth, LLC | 14,755 | $1.41M | 1.30% | +3,325+29.1% | Added |
| Spreng Capital Management, Inc. | 14,620 | $1.41M | 0.67% | +61+0.4% | Added |
| Main Street Financial Solutions, LLC | 14,568 | $1.41M | 0.10% | +868+6.3% | Added |
| Twin Tree Management, LP | 14,377 | $1.39M | 0.29% | +14,377 | New |
| GTS Securities LLC | 14,321 | $1.38M | 0.05% | +3,974+38.4% | Added |
| Philadelphia Trust Co | 14,295 | $1.38M | 0.10% | −25−0.2% | Reduced |
| Farmers National Bank | 14,260 | $1.38M | 0.30% | −161−1.1% | Reduced |
| Brady Family Wealth, LLC | 14,186 | $1.37M | 0.43% | +7,606+115.6% | Added |
| Ti-Trust, Inc | 14,160 | $1.37M | 0.81% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 14,125 | $1.36M | 0.65% | +14,125 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,000 | $1.35M | 0.06% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 13,968 | $1.35M | 0.55% | −138−1.0% | Reduced |
| Sculati Wealth Management, LLC | 13,905 | $1.34M | 0.50% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 13,882 | $1.34M | 0.04% | −11,011−44.2% | Reduced |
| Firethorn Wealth Partners, LLC | 13,860 | $1.34M | 0.49% | +49+0.4% | Added |
| Detalus Advisors, LLC | 13,837 | $1.34M | 0.31% | +54+0.4% | Added |
| Personal Cfo Solutions, LLC | 13,834 | $1.34M | 0.19% | +219+1.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,819 | $1.33M | 0.31% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 13,764 | $1.33M | 0.02% | +3,005+27.9% | Added |
| Keystone Financial Group | 13,709 | $1.32M | 0.09% | +588+4.5% | Added |
| Constitution Capital LLC | 13,675 | $1.32M | 0.66% | −5,380−28.2% | Reduced |
| Empire Financial Management Company, LLC | 13,667 | $1.32M | 0.30% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 13,645 | $1.32M | 0.31% | −202−1.5% | Reduced |
| Glen Eagle Advisors, LLC | 13,566 | $1.31M | 0.18% | −173−1.3% | Reduced |
| Mitchell Sinkler & Starr | 13,498 | $1.30M | 0.60% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 13,495 | $1.30M | 0.48% | +5,310+64.9% | Added |
| Chicago Partners Investment Group LLC | 14,173 | $1.30M | 0.03% | +4,921+53.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,476 | $1.30M | 0.06% | −490−3.5% | Reduced |
| Bank & Trust Co | 13,419 | $1.30M | 0.87% | −243−1.8% | Reduced |
| Prosperity Consulting Group, LLC | 13,326 | $1.29M | 0.06% | +28+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 13,280 | $1.28M | 0.26% | −2,479−15.7% | Reduced |
| Asset Advisors Investment Management, LLC | 13,263 | $1.28M | 0.12% | −2,500−15.9% | Reduced |