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, Q2 2026
Institutional positions in Southern Co as of Jun 30, 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
- 2,371
- +33 vs. Q1 2026
- Shares held
- 834.3M
- +47.0M (+6.0%) vs. Q1 2026
- Total value
- $79.9B
- +$3.90B (+5.1%) vs. Q1 2026
- New holders
- 147
- 1,106 more added
- Sold out
- 114
- 730 more reduced
29 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geometric Wealth Advisors | 8,051 | $770.6K | 0.08% | −139−1.7% | Reduced |
| Keebeck Wealth Management, LLC | 8,069 | $772.3K | 0.08% | +671+9.1% | Added |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $774.0K | 0.03% | −566−6.6% | Reduced |
| Ballentine Partners, LLC | 8,088 | $774.1K | 0.01% | +246+3.1% | Added |
| Norden Group LLC | 8,103 | $775.6K | 0.06% | −20−0.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,368 | $776.5K | 0.04% | +2,773+49.6% | Added |
| NBH Bank | 8,114 | $776.6K | 0.33% | +8,114 | New |
| Paragon Private Wealth Management, LLC | 8,121 | $777.3K | 0.20% | +1,538+23.4% | Added |
| Visionary Horizons, LLC | 8,135 | $778.6K | 0.33% | +413+5.3% | Added |
| Gilbert & Cook, Inc. | 8,177 | $782.6K | 0.09% | +41+0.5% | Added |
| Howe & Rusling Inc | 8,177 | $782.6K | 0.05% | −255−3.0% | Reduced |
| Gables Capital Management Inc. | 8,192 | $784.1K | 0.28% | +100+1.2% | Added |
| Blalock Williams, LLC | 8,193 | $784.2K | 0.51% | −14−0.2% | Reduced |
| GSB Wealth Management, LLC | 8,196 | $784.5K | 0.16% | +5+0.1% | Added |
| St Germain D J Co Inc | 8,240 | $788.6K | 0.03% | −151−1.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,254 | $790.0K | 0.04% | +200+2.5% | Added |
| Plancorp, LLC | 8,208 | $791.9K | 0.02% | +4,288+109.4% | Added |
| Clear Creek Financial Management, LLC | 8,276 | $792.1K | 0.05% | +41+0.5% | Added |
| Balentine LLC | 8,277 | $792.2K | 0.03% | −594−6.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,278 | $792.3K | 0.09% | +21+0.3% | Added |
| West Bancorporation Inc | 8,285 | $793.0K | 0.34% | −1,531−15.6% | Reduced |
| Orographic Financial Advisors, LLC | 8,577 | $793.0K | 0.52% | −150−1.7% | Reduced |
| Vann Equity Management LLC | 8,296 | $794.0K | 0.48% | +77+0.9% | Added |
| Ambassador Advisors, LLC | 8,319 | $796.2K | 0.10% | +8,319 | New |
| Crestwood Advisors Group LLC | 8,326 | $796.9K | 0.01% | +1,605+23.9% | Added |
| Moneta Group Investment Advisors LLC | 8,353 | $799.5K | 0.01% | −116−1.4% | Reduced |
| Verity Asset Management, Inc. | 8,361 | $800.2K | 0.30% | +37+0.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 8,372 | $801.3K | 0.10% | +287+3.5% | Added |
| Lakeshore Financial Planning, Inc. | 8,386 | $802.7K | 0.26% | +52+0.6% | Added |
| GF Fund Management Co. Ltd. | 8,404 | $804.3K | 0.01% | +2,416+40.3% | Added |
| Gradient Investments LLC | 8,412 | $805.1K | 0.01% | +3,346+66.0% | Added |
| Franklin Street Advisors Inc | 8,430 | $806.9K | 0.05% | −5−0.1% | Reduced |
| JT Stratford LLC | 8,447 | $808.5K | 0.09% | −25−0.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,470 | $810.7K | 0.08% | +11+0.1% | Added |
| Benin Management CORP | 8,483 | $811.9K | 0.16% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 8,494 | $812.9K | 0.18% | −730−7.9% | Reduced |
| Cypress Capital Group | 8,510 | $814.5K | 0.08% | +3,327+64.2% | Added |
| Roundview Capital LLC | 8,524 | $815.8K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 8,531 | $816.5K | 0.01% | +4,034+89.7% | Added |
| Arrow Financial Corp | 8,547 | $818.0K | 0.07% | +1,593+22.9% | Added |
| Northstar Financial Companies, Inc. | 8,553 | $818.6K | 0.55% | +1,034+13.8% | Added |
| RIA Advisory Group LLC | 8,573 | $820.5K | 0.18% | +40+0.5% | Added |
| Aviance Capital Partners, LLC | 8,579 | $821.1K | 0.09% | +200+2.4% | Added |
| NorthCrest Asset Manangement, LLC | 8,632 | $821.5K | 0.02% | +1,922+28.6% | Added |
| Trueblood Wealth Management, LLC | 8,597 | $822.8K | 0.29% | +26+0.3% | Added |
| Shulman DeMeo Asset Management LLC | 8,639 | $826.8K | 0.15% | −10.0% | Reduced |
| Beaumont Financial Advisors, LLC | 8,647 | $827.6K | 0.05% | −58−0.7% | Reduced |
| Sar Wealth Management Group, LLC | 8,649 | $827.8K | 0.40% | +180+2.1% | Added |
| Valley Brook Capital Group | 8,654 | $828.3K | 0.47% | +203+2.4% | Added |
| Centiva Capital, LP | 8,657 | $828.6K | 0.03% | +8,657 | New |
| Cidel Asset Management Inc | 8,659 | $828.8K | 0.04% | +557+6.9% | Added |
| North Star Investment Management Corp. | 8,676 | $830.3K | 0.05% | +253+3.0% | Added |
| Heartland Bank & Trust Co | 8,704 | $833.1K | 0.17% | −742−7.9% | Reduced |
| Insight Inv LLC | 8,705 | $833.2K | 0.39% | −215−2.4% | Reduced |
| Thor Trading Advisors, LLC | 8,707 | $833.3K | 0.26% | +8,707 | New |
| Integrated Advisors Network LLC | 8,715 | $834.1K | 0.04% | −53−0.6% | Reduced |
| Roberts Wealth Advisors, LLC | 8,739 | $836.4K | 0.19% | +56+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 8,742 | $836.7K | 0.18% | −66−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,743 | $836.8K | 0.01% | −85−1.0% | Reduced |
| Hexagon Capital Partners LLC | 8,777 | $840.0K | 0.12% | +280+3.3% | Added |
| City State Bank | 8,788 | $841.1K | 0.19% | +545+6.6% | Added |
| Cherokee Insurance Co | 8,800 | $842.2K | 0.33% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 8,817 | $843.9K | 0.01% | −85−1.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,818 | $844.1K | 0.45% | +419+5.0% | Added |
| Northeast Investment Management | 8,821 | $844.2K | 0.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 8,865 | $848.5K | 0.07% | +73+0.8% | Added |
| Davis Capital Management | 8,898 | $851.6K | 0.50% | −241−2.6% | Reduced |
| Baker Avenue Asset Management, LP | 8,902 | $852.0K | 0.02% | +551+6.6% | Added |
| Boston Private Wealth LLC | 8,927 | $854.4K | 0.05% | −820−8.4% | Reduced |
| Ignite Planners, LLC | 8,924 | $854.5K | 0.12% | −9,452−51.4% | Reduced |
| Community Bank of Raymore | 8,950 | $856.6K | 0.50% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 8,976 | $859.1K | 0.05% | +4,582+104.3% | Added |
| Tortuga Wealth Management, Inc | 8,988 | $860.3K | 0.65% | +40.0% | Added |
| Shepherd Financial Partners LLC | 8,995 | $860.9K | 0.07% | +21+0.2% | Added |
| KC Investment Advisors, LLC | 9,082 | $869.2K | 0.17% | +81+0.9% | Added |
| Peninsula Asset Management Inc | 9,090 | $870.0K | 0.42% | 00.0% | Unchanged |
| Grove Bank & Trust | 9,093 | $870.3K | 0.09% | +691+8.2% | Added |
| Chesapeake Wealth Management | 9,095 | $870.5K | 0.24% | +84+0.9% | Added |
| PCM Encore, LLC | 9,101 | $871.1K | 0.15% | −94−1.0% | Reduced |
| Journey Advisory Group, LLC | 9,105 | $871.4K | 0.07% | +199+2.2% | Added |
| Cambient Family Office, LLC | 9,117 | $872.6K | 0.11% | −102−1.1% | Reduced |
| Salem Investment Counselors Inc | 9,119 | $872.8K | 0.02% | −188−2.0% | Reduced |
| Mendel Money Management | 9,119 | $872.8K | 0.32% | −655−6.7% | Reduced |
| Havemeyer Place LP | 9,122 | $873.1K | 0.09% | −441−4.6% | Reduced |
| Woodward Diversified Capital, LLC | 9,128 | $873.6K | 0.39% | −128−1.4% | Reduced |
| Affinity Wealth Management LLC | 9,169 | $877.6K | 0.11% | +18+0.2% | Added |
| SHUTTLEWORTH & Co | 9,171 | $877.8K | 0.70% | −1,511−14.1% | Reduced |
| HBK Sorce Advisory LLC | 9,437 | $878.6K | 0.02% | +322+3.5% | Added |
| Abel Hall, LLC | 9,189 | $879.4K | 0.15% | −587−6.0% | Reduced |
| Rodgers Brothers Inc. | 9,243 | $884.6K | 0.09% | −1,400−13.2% | Reduced |
| Facet Wealth, Inc. | 9,249 | $885.2K | 0.01% | +6,248+208.2% | Added |
| Mechanics Financial Corp | 9,301 | $890.2K | 0.32% | +388+4.4% | Added |
| Breakwater Capital Group | 9,323 | $892.3K | 0.11% | −422−4.3% | Reduced |
| Nicolet Bankshares Inc | 9,315 | $892.7K | 0.03% | +96+1.0% | Added |
| Stokes Family Office, LLC | 9,398 | $899.5K | 0.10% | −5,801−38.2% | Reduced |
| Monetary Management Group Inc | 9,407 | $900.3K | 0.18% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,417 | $901.3K | 0.02% | +911+10.7% | Added |
| Norris Perne & French LLP | 9,436 | $903.2K | 0.04% | −190−2.0% | Reduced |
| Golden State Wealth Management, LLC | 9,441 | $903.7K | 0.08% | +12+0.1% | Added |
| Eagle Strategies LLC | 9,460 | $905.4K | 0.09% | +7+0.1% | Added |