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Livermore
Livermore
ZHEN

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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q2 2026 vs. Q1 2026

How the institutions holding Southern Co changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of SO: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2,367292,371+33
Shares789.7M2.40M834.3M+47.0M (+6.0%)
Value$76.2B$231.6M$79.9B+$3.90B (+5.1%)

29 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (147)

Institutions that held Southern Co at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 147 by value.

Institutions new to SO in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank14,358,862$1.37B0.14%
Jupiter Topco LLC1,642,660$157.2M0.06%
Vaughan Nelson Investment Management, L.P.745,415$71.3M0.63%
Capital Innovations LLC115,871$11.1M2.88%
Nykredit A/S108,591$10.4M0.04%
Lighthouse Investment Partners, LLC98,824$9.46M0.29%
Ilex Capital Partners (UK) LLP94,864$9.08M0.19%
Thomasville National Bank88,204$8.44M0.46%
J.W. Cole Advisors, Inc.78,168$7.48M0.13%
SummitTX Capital, L.P.76,665$7.34M0.19%
Freestone Grove Partners LP74,550$7.14M0.05%
Pinkerton Retirement Specialists, LLC62,356$6.02M0.52%
LuminArx Capital Management LP–$4.18M1.93%
Canandaigua National Bank & Trust Co37,115$3.55M0.30%
Dockside LLC29,642$2.84M0.66%
Global Retirement Partners, LLC24,972$2.39M0.04%
Atom Investors LP24,820$2.38M0.21%
Trust Co of Vermont23,114$2.21M0.08%
Coppell Advisory Solutions LLC6,860$2.04M0.60%
Constant Guidance Financial LLC17,120$1.64M1.03%
Axxcess Wealth Management, LLC16,985$1.63M0.03%
Two Sigma Securities, LLC15,351$1.47M0.13%
Core Capital Management & Research, inc.15,718$1.40M0.73%
Diversify Advisory Services, LLC14,219$1.37M0.02%
Lionhunter Capital Management, LLC13,367$1.28M0.58%
Simplex Trading, LLC13,084$1.25M0.03%
Markowski Investments12,869$1.23M0.27%
Elyxium Wealth, LLC10,861$1.04M0.11%
Monument Capital Management9,647$923.3K0.19%
EntryPoint Capital, LLC9,568$915.8K0.22%
Thor Trading Advisors, LLC8,707$833.3K0.26%
Centiva Capital, LP8,657$828.6K0.03%
Ambassador Advisors, LLC8,319$796.2K0.10%
NBH Bank8,114$776.6K0.33%
Pitcairn Wealth Advisors LLC7,455$713.5K0.08%
Wedbush Fund Advisers, LLC7,346$703.1K0.06%
Grant Street Asset Management, Inc.7,148$684.1K0.11%
TritonPoint Partners, LLC6,731$644.2K0.05%
Cynosure Management, LLC6,709$642.1K0.10%
CSS LLC6,579$629.7K0.03%
Tritonpoint Wealth, LLC6,479$620.1K0.06%
Central Bank & Trust Co5,934$567.9K0.08%
MQS Management LLC5,886$563.3K0.69%
LMR Partners LLP5,677$543.3K0.00%
Boothbay Fund Management, LLC5,513$527.6K0.01%
Gainline Financial Partners, LLC5,464$523.0K0.49%
XTX Topco Ltd5,350$512.0K0.01%
Vantus Wealth LLC5,039$482.3K0.26%
Compass Financial Management LLC5,033$474.8K0.06%
Camden National Bank4,944$473.2K0.06%
Stanley-Laman Group, Ltd.4,797$459.1K0.05%
Worth Financial Advisory Group, LLC4,678$447.7K0.19%
Wealth Advisory Team LLC4,639$444.0K0.36%
ZEGA Investments, LLC4,581$438.4K0.07%
Heritage Wealth Management, Inc.4,456$426.5K0.11%
Proficio Capital Partners LLC3,977$380.6K0.01%
Prelude Capital Management, LLC3,950$378.1K0.03%
Cape Cod Five Cents Savings Bank3,944$377.5K0.03%
Tenet Wealth Partners, LLC3,708$357.7K0.27%
SGL Investment Advisors, Inc.3,828$349.6K0.12%
Hardy Reed LLC3,645$348.9K0.02%
FSA Advisors, Inc.3,536$338.4K0.16%
Impact Partnership Wealth, LLC3,519$336.8K0.03%
Bucket List Wealth Management, LLC3,516$336.5K0.17%
Regatta Research & Money Management3,493$334.1K0.32%
Groupe la Francaise3,382$323.7K0.00%
One Wealth Advisors, LLC3,335$319.2K0.04%
Paradigm Financial Partners, LLC3,328$318.5K0.03%
Howard Financial Services, Ltd.3,308$316.6K0.03%
nVerses Capital, LLC3,280$313.9K0.48%
Compass Wealth Management LLC3,150$301.5K0.06%
Allied Private Wealth LLC3,029$292.0K0.19%
Alpha Zero LLC3,024$290.5K0.11%
Miller Financial Services LLC3,000$287.1K0.23%
Indivisible Partners2,943$281.7K0.02%
Paradigm Asset Management Co LLC2,900$277.6K0.06%
Howland Capital Management LLC2,891$276.7K0.01%
Dynasty Wealth Management, LLC2,838$271.6K0.00%
Value Investment Professionals, LLC2,818$269.7K0.23%
Willow Creek Capital Management, Inc.2,796$267.6K0.26%
V. M. Manning & Co., Inc.2,785$266.5K0.23%
Evanson Financial, LLC2,779$266.0K0.01%
Liberty Capital Management, Inc.2,744$262.6K0.05%
Dumont & Blake Investment Advisors LLC2,721$260.4K0.06%
Caliber Wealth Management, LLC2,710$259.4K0.03%
STG Securities, LLC2,680$256.5K0.28%
Readystate Asset Management LP2,670$255.5K0.01%
Falcon Wealth Planning2,608$249.6K0.02%
Almanack Investment Partners, LLC.2,601$248.9K0.03%
Y-Intercept (Hong Kong) Ltd2,599$248.8K0.00%
Rathbone Brothers plc2,515$240.7K0.00%
Alliance Wealth Advisors, LLC2,450$234.5K0.04%
Old Peak Finance LLC2,446$234.1K0.11%
Wedge Capital Management L L P2,423$231.9K0.00%
Inceptionr LLC2,290$219.2K0.05%
Interchange Capital Partners, LLC2,268$217.1K0.04%
Bingham Private Wealth, LLC2,257$216.0K0.15%
Prairie Wealth Advisors, Inc.0$215.0K0.05%
Embree Financial Group2,224$212.8K0.02%
Kestra Investment Management, LLC2,204$210.9K0.00%

Sold out (114)

Institutions that held Southern Co at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 114 by value.

Institutions that sold out of SO in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Capital Research Global Investors2,614,540$252.4M
Adage Capital Partners GP, L.L.C.1,186,900$114.6M
Qube Research & Technologies Ltd866,507$83.6M
ExodusPoint Capital Management, LP834,955$80.6M
Renaissance Technologies LLC431,600$41.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund207,650$20.0M
Connor, Clark & Lunn Investment Management Ltd.180,786$17.4M
Biondo Investment Advisors, LLC139,164$13.4M
Trexquant Investment LP97,238$9.39M
Mizuho Securities USA LLC66,567$6.43M
Campbell & CO Investment Adviser LLC49,581$4.79M
Jain Global LLC46,624$4.50M
Tortoise Capital Advisors, L.L.C.42,495$4.10M
Wolverine Asset Management LLC38,380$3.70M
Dark Forest Capital Management LP31,084$3.00M
Landscape Capital Management, L.L.C.29,968$2.89M
Banque Pictet & Cie SA27,427$2.65M
BlueCrest Capital Management Ltd25,962$2.51M
M Holdings Securities, Inc.24,753$2.35M
Applied Finance Capital Management, LLC19,366$1.87M
Aquatic Capital Management LLC17,330$1.67M
Twin Tree Management, LP14,377$1.39M
Ontario Teachers Pension Plan Board13,882$1.34M
Empire Financial Management Company, LLC13,667$1.32M
Brevan Howard Capital Management LP13,020$1.26M
Tradewinds, LLC.11,550$1.12M
Resolution Capital Ltd11,400$1.10M
Polymer Capital Management (US) LLC11,098$1.07M
Dynamic Technology Lab Private Ltd10,498$1.01M
Friedenthal Financial10,085$973.4K
Old National Bancorp10,007$965.9K
Robeco Institutional Asset Management B.V.9,676$933.9K
Bank of Jackson Hole Trust8,098$781.6K
Phoenix Holdings Ltd.7,379$711.7K
Diversified Management Inc7,277$702.4K
111 Capital6,810$657.3K
Sepio Capital, LP6,762$652.7K
Concentric Capital Strategies, LP5,805$560.3K
Kesler, Norman & Wride, LLC5,239$505.6K
SIH Partners, LLLP5,158$497.9K
HBK Investments L P5,123$494.5K
CTC Alternative Strategies, Ltd.4,603$444.3K
Willis Johnson & Associates, Inc.4,045$390.4K
Smith & Howard Wealth Management, LLC3,601$347.6K
Tuttle Tactical Management3,392$327.4K
DLK Investment Management, LLC3,375$325.8K
Flaharty Asset Management, LLC3,250$313.7K
Quadrant Private Wealth Management, LLC3,225$311.3K
Catalyst Funds Management Pty Ltd3,139$303.0K
Drake & Associates, LLC3,108$300.0K
Van Diest Capital, LLC3,066$296.0K
Stevens Capital Management LP3,028$292.0K
Evoke Wealth, LLC2,929$282.8K
BCS Private Wealth Management, Inc.2,905$280.4K
Analyst IMS Investment Management Services Ltd.2,877$278.0K
USAdvisors Wealth Management, LLC2,825$273.0K
Elite Financial, Inc.2,818$272.0K
MOR Wealth Management, LLC2,666$257.3K
WealthShield Partners, LLC2,585$249.5K
Patton Fund Management, Inc.2,556$246.7K
Voloridge Investment Management, LLC2,543$245.4K
Holland Advisory Services, Inc.2,381$229.8K
Vines Capital Management, LLC2,359$227.7K
Wall Street Financial Group, Inc.2,281$220.2K
Presper Financial Architects, LLC2,252$217.4K
Gibson Wealth Advisors LLC2,232$215.4K
Hobart Private Capital, LLC2,206$213.0K
Providence First Trust Co2,124$205.0K
New Hampshire Trust2,115$204.1K
San Luis Wealth Advisors LLC2,112$203.9K
PFG Advisors2,100$202.6K
Chatterton & Associates Inc.2,068$201.8K
Kiley Juergens Wealth Management, LLC2,086$201.3K
Whalerock Point Partners, LLC2,079$200.7K
Millennium Capital Advisors, LLC2,079$200.7K
Presidio Capital Management, LLC2,074$200.2K
Oasis Advisors, LLC2,076$200.1K
Clear Investment Research, LLC1,867$180.2K
Aster Capital Management (DIFC) Ltd1,892$174.0K
Innovative Asset Advisors Group, LLC1,634$157.8K
Root Financial Partners, LLC1,553$149.9K
Twin Peaks Wealth Advisors, LLC1,320$127.4K
Group One Trading, L.P.1,093$105.5K
DAGCO, Inc.1,000$96.5K
Global Assets Advisory, LLC947$91.4K
True Link Financial Advisors, LLC920$88.8K
Global Wealth Strategies & Associates844$81.5K
RWM Asset Management, LLC748$72.2K
Ballast Advisors LLC702$67.8K
Missouri Trust & Investment Co470$45.4K
Opal Wealth Advisors, LLC470$45.4K
Legacy Wealth Managment, LLC443$42.8K
Timothy G. Youngquist 2020 Irrevocable Trust389$37.5K
Basso Capital Management, L.P.370$35.7K
TopTier Wealth Management, LLC330$31.9K
Operose Advisors LLC316$30.5K
Scarborough Advisors, LLC259$25.0K
Evergreen Advisors, LLC255$24.7K
Wellington Grp LLC236$22.8K
Wall Street Access Asset Management, LLC240$22.0K

Not filed for Q2 2026 yet (29)

Institutions that held Southern Co at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SO in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC1,713,552$165.4M
CWM, LLC158,138$15.3M
Signature Wealth Management Group121,632$11.7M
Farmers Trust Co88,802$8.57M
Jackson Hole Capital Partners, LLC69,001$6.66M
Skopos Labs, Inc.42,483$4.10M
U.S. Capital Wealth Advisors, LLC39,541$3.82M
Canandaigua National Corp38,786$3.74M
Richard Bernstein Advisors LLC16,902$1.63M
Bush Investment Group, LLC15,612$1.51M
Cfo Capital Management LLC12,950$1.26M
Jaffetilchin Investment Partners, LLC11,353$1.10M
Leo Wealth, LLC10,280$992.2K
Bedell Frazier Investment Counseling, LLC9,571$923.8K
Exencial Wealth Advisors, LLC8,694$839.1K
Journey Strategic Wealth LLC7,251$699.9K
TruWealth Advisors, LLC5,708$550.9K
Bey-Douglas LLC5,308$512.3K
My Portfolio Guide, LLC4,714$455.0K
Claris Financial LLC4,644$448.3K
Sunbelt Securities, Inc.4,211$406.4K
Gibbs Wealth Management3,260$314.7K
Capital Planning Advisors, LLC3,099$299.1K
Evanson Asset Management, LLC2,779$268.2K
Sofos Investments, Inc.1,087$104.9K
Financial Connections Group, Inc.360$34.0K
Anfield Capital Management, LLC114$11.0K
McIlrath & Eck, LLC86$8.30K
Arcadia Investment Management Corp2$194