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 |
|---|---|---|---|---|---|
| Mainsail Asset Management, LLC | 11,772 | $1.12M | 0.44% | +1,341+12.9% | Added |
| Raleigh Capital Management Inc. | 11,786 | $1.13M | 0.36% | +50+0.4% | Added |
| TIAA Wealth Investment Management LLC | 11,820 | $1.13M | 0.01% | −252−2.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 11,853 | $1.13M | 0.09% | +8,548+258.6% | Added |
| Allegheny Financial Group LTD | 11,942 | $1.14M | 0.12% | +8+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 11,951 | $1.14M | 0.04% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 12,077 | $1.15M | 0.38% | −1,828−13.1% | Reduced |
| AdvisorNet Financial, Inc | 12,048 | $1.15M | 0.05% | −522−4.2% | Reduced |
| Sheets Smith Wealth Management | 12,049 | $1.15M | 0.12% | −450−3.6% | Reduced |
| Lazard Asset Management LLC | 12,059 | $1.15M | 0.00% | +2,969+32.7% | Added |
| United Advisor Group, LLC | 12,138 | $1.16M | 0.12% | +830+7.3% | Added |
| BlueChip Wealth Advisors LLC | 12,157 | $1.16M | 0.44% | −73−0.6% | Reduced |
| Archford Capital Strategies, LLC | 12,191 | $1.17M | 0.12% | −38−0.3% | Reduced |
| Busey Wealth Management | 12,197 | $1.17M | 0.03% | −984−7.5% | Reduced |
| Twin Capital Management Inc | 12,213 | $1.17M | 0.13% | +12+0.1% | Added |
| North Dallas Bank & Trust Co | 12,220 | $1.17M | 0.69% | 00.0% | Unchanged |
| Stableford Capital II LLC | 12,267 | $1.17M | 0.41% | +509+4.3% | Added |
| Essex Savings Bank | 12,293 | $1.18M | 0.25% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 12,297 | $1.18M | 0.05% | −362−2.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,313 | $1.18M | 0.02% | −40−0.3% | Reduced |
| Guardian Wealth Advisors, LLC | 12,319 | $1.18M | 0.07% | +49+0.4% | Added |
| CVFG LLC | 12,329 | $1.18M | 0.12% | −11,458−48.2% | Reduced |
| Financial Security Advisor, Inc. | 12,337 | $1.18M | 0.19% | −580−4.5% | Reduced |
| Rowland & Co Investment Counsel | 12,403 | $1.19M | 0.22% | 00.0% | Unchanged |
| United Bank | 12,492 | $1.20M | 0.14% | +976+8.5% | Added |
| Centennial Bank | 12,499 | $1.20M | 0.38% | 00.0% | Unchanged |
| Haverford Trust Co | 12,544 | $1.20M | 0.01% | +58+0.5% | Added |
| CoreCap Advisors, LLC | 12,554 | $1.20M | 0.04% | +923+7.9% | Added |
| Rehmann Capital Advisory Group | 12,591 | $1.21M | 0.06% | +129+1.0% | Added |
| Rocky Mountain Advisers, LLC | 12,592 | $1.21M | 0.31% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,641 | $1.21M | 0.65% | −80−0.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 12,664 | $1.21M | 0.10% | +2,043+19.2% | Added |
| Bank of Hawaii | 12,677 | $1.21M | 0.06% | +486+4.0% | Added |
| Scotia Capital Inc. | 12,712 | $1.22M | 0.00% | +7,113+127.0% | Added |
| Integrity Alliance, LLC. | 12,715 | $1.22M | 0.04% | +1,539+13.8% | Added |
| Fiduciary Trust Co | 12,781 | $1.22M | 0.01% | +64+0.5% | Added |
| Spirit of America Management Corp | 12,800 | $1.23M | 0.23% | +700+5.8% | Added |
| Checchi Capital Advisers, LLC | 12,816 | $1.23M | 0.08% | +548+4.5% | Added |
| Tannin Capital LLC | 12,844 | $1.23M | 0.81% | +188+1.5% | Added |
| Blue Fin Capital, Inc. | 12,854 | $1.23M | 0.18% | −296−2.3% | Reduced |
| Markowski Investments | 12,869 | $1.23M | 0.27% | +12,869 | New |
| GoalVest Advisory LLC | 12,870 | $1.23M | 0.23% | +7+0.1% | Added |
| Outfitter Financial LLC | 12,900 | $1.23M | 0.87% | +3,010+30.4% | Added |
| Chatham Capital Group, Inc. | 12,969 | $1.24M | 0.16% | −150−1.1% | Reduced |
| Grimes & Company, Inc. | 12,995 | $1.24M | 0.03% | −50−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 13,000 | $1.24M | 0.03% | +10+0.1% | Added |
| Burns J W & Co Inc | 13,025 | $1.25M | 0.13% | −215−1.6% | Reduced |
| ForthRight Wealth Management, LLC | 13,028 | $1.25M | 0.32% | +204+1.6% | Added |
| Marino, Stram & Associates LLC | 13,046 | $1.25M | 0.20% | +181+1.4% | Added |
| Burke & Herbert Bank & Trust Co | 13,050 | $1.25M | 0.31% | 00.0% | Unchanged |
| Trust Point Inc. | 13,072 | $1.25M | 0.11% | +477+3.8% | Added |
| Nations Financial Group Inc, | 13,080 | $1.25M | 0.06% | +1,117+9.3% | Added |
| Simplex Trading, LLC | 13,084 | $1.25M | 0.03% | +13,084 | New |
| Intesa Sanpaolo S.p.A. | 13,118 | $1.26M | 0.04% | +1,111+9.3% | Added |
| Farmers National Bank | 13,236 | $1.27M | 0.26% | −1,024−7.2% | Reduced |
| Asset Planning,Inc | 13,242 | $1.27M | 0.82% | +374+2.9% | Added |
| Asset Advisors Investment Management, LLC | 13,263 | $1.27M | 0.12% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 13,272 | $1.27M | 0.22% | +512+4.0% | Added |
| Constitution Capital LLC | 13,275 | $1.27M | 0.65% | −400−2.9% | Reduced |
| Wiser Wealth Management, Inc | 13,296 | $1.27M | 0.24% | +7,271+120.7% | Added |
| Dougherty & Associates, LLC | 13,312 | $1.27M | 1.02% | +699+5.5% | Added |
| Lionhunter Capital Management, LLC | 13,367 | $1.28M | 0.58% | +13,367 | New |
| Bank & Trust Co | 13,419 | $1.28M | 0.81% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 13,420 | $1.28M | 0.41% | −440−3.2% | Reduced |
| XML Financial, LLC | 13,443 | $1.29M | 0.09% | −2,256−14.4% | Reduced |
| CFS Investment Advisory Services, LLC | 13,138 | $1.29M | 0.09% | +89+0.7% | Added |
| Mitchell Sinkler & Starr | 13,498 | $1.29M | 0.54% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 13,504 | $1.29M | 0.37% | +9+0.1% | Added |
| Glen Eagle Advisors, LLC | 13,525 | $1.29M | 0.16% | −41−0.3% | Reduced |
| MONECO Advisors, LLC | 13,562 | $1.30M | 0.08% | +3,083+29.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,631 | $1.30M | 0.06% | +155+1.2% | Added |
| AssuredPartners Investment Advisors, LLC | 13,670 | $1.31M | 0.13% | +926+7.3% | Added |
| DMG Group, LLC | 13,696 | $1.31M | 0.90% | −2,966−17.8% | Reduced |
| Keystone Financial Group | 13,698 | $1.31M | 0.08% | −11−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,819 | $1.32M | 0.28% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 13,859 | $1.33M | 0.19% | +25+0.2% | Added |
| NewEdge Wealth, LLC | 13,889 | $1.33M | 0.01% | +3,582+34.8% | Added |
| Retirement Planning Co of New England, Inc. | 13,907 | $1.33M | 0.48% | −61−0.4% | Reduced |
| Kiker Wealth Management, LLC | 13,929 | $1.33M | 0.52% | −196−1.4% | Reduced |
| Detalus Advisors, LLC | 13,936 | $1.33M | 0.26% | +99+0.7% | Added |
| Park National Corp | 13,976 | $1.34M | 0.04% | +950+7.3% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,000 | $1.34M | 0.05% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 14,004 | $1.34M | 0.28% | +359+2.6% | Added |
| Philadelphia Trust Co | 14,020 | $1.34M | 0.09% | −275−1.9% | Reduced |
| Wealthspire Advisors, LLC | 14,045 | $1.34M | 0.01% | +902+6.9% | Added |
| Prosperity Consulting Group, LLC | 14,053 | $1.35M | 0.05% | +727+5.5% | Added |
| Symphony Financial, Ltd. Co. | 13,946 | $1.35M | 0.15% | +1,596+12.9% | Added |
| Ti-Trust, Inc | 14,160 | $1.36M | 0.73% | 00.0% | Unchanged |
| Syon Capital LLC | 14,161 | $1.36M | 0.06% | +3,643+34.6% | Added |
| Brady Family Wealth, LLC | 14,186 | $1.36M | 0.39% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 14,219 | $1.37M | 0.02% | +541+4.0% | Added |
| Diversify Advisory Services, LLC | 14,219 | $1.37M | 0.02% | +14,219 | New |
| Investor's Fiduciary Advisor Network, LLC | 14,397 | $1.38M | 0.47% | −2,973−17.1% | Reduced |
| Spreng Capital Management, Inc. | 14,520 | $1.39M | 0.51% | −100−0.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 14,586 | $1.40M | 0.02% | +822+6.0% | Added |
| Core Capital Management & Research, inc. | 15,718 | $1.40M | 0.73% | +15,718 | New |
| Valmark Advisers, Inc. | 14,645 | $1.40M | 0.01% | +1,479+11.2% | Added |
| Silver Oak Securities, Inc | 14,652 | $1.40M | 0.09% | −2,666−15.4% | Reduced |
| Venturi Wealth Management, LLC | 14,699 | $1.41M | 0.05% | −149−1.0% | Reduced |
| Elevate Wealth Advisory, Inc | 14,882 | $1.42M | 0.81% | −24−0.2% | Reduced |