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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 14,906 | $1.43M | 0.03% | −267−1.8% | Reduced |
| EPG Wealth Management LLC | 14,930 | $1.43M | 0.34% | −865−5.5% | Reduced |
| Silvercrest Asset Management Group LLC | 15,076 | $1.44M | 0.01% | +29+0.2% | Added |
| Powers Advisory Group, LLC | 15,114 | $1.45M | 0.45% | −122−0.8% | Reduced |
| Parallel Advisors, LLC | 15,168 | $1.45M | 0.02% | +206+1.4% | Added |
| Main Street Financial Solutions, LLC | 15,198 | $1.45M | 0.09% | +630+4.3% | Added |
| Flputnam Investment Management Co | 15,207 | $1.46M | 0.02% | −649−4.1% | Reduced |
| International Assets Investment Management, LLC | 15,375 | $1.46M | 0.09% | +497+3.3% | Added |
| Two Sigma Securities, LLC | 15,351 | $1.47M | 0.13% | +15,351 | New |
| Parrish Capital LLC | 15,418 | $1.48M | 1.42% | −2,410−13.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,573 | $1.49M | 0.06% | +843+5.7% | Added |
| Stiles Financial Services Inc | 15,717 | $1.50M | 0.38% | −194−1.2% | Reduced |
| Sargent Investment Group, LLC | 15,822 | $1.51M | 0.18% | −12,349−43.8% | Reduced |
| High Net Worth Advisory Group LLC | 15,874 | $1.52M | 0.32% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 15,894 | $1.52M | 0.74% | −196−1.2% | Reduced |
| Earnest Partners LLC | 15,933 | $1.52M | 0.01% | −375−2.3% | Reduced |
| Everstar Asset Management, LLC | 15,942 | $1.53M | 0.74% | +71+0.4% | Added |
| Sumitomo Life Insurance Co | 15,945 | $1.53M | 0.02% | −960−5.7% | Reduced |
| Retirement Guys Formula LLC | 15,947 | $1.53M | 0.57% | +982+6.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,985 | $1.53M | 0.41% | −96−0.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $1.53M | 0.42% | 00.0% | Unchanged |
| Bangor Savings Bank | 16,008 | $1.53M | 0.11% | −564−3.4% | Reduced |
| Concord Asset Management, LLC | 16,062 | $1.54M | 0.24% | −23,617−59.5% | Reduced |
| Maia Wealth LLC | 16,089 | $1.54M | 0.23% | +7,341+83.9% | Added |
| Aaron Wealth Advisors | 16,175 | $1.55M | 0.08% | +5,805+56.0% | Added |
| VestGen Advisors, LLC | 16,308 | $1.56M | 0.05% | +73+0.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.57M | 0.07% | 00.0% | Unchanged |
| Granite Islands Private Wealth, LLC | 16,615 | $1.58M | 1.17% | +1,860+12.6% | Added |
| Fca Corp | 16,529 | $1.58M | 0.39% | +916+5.9% | Added |
| Pinebridge Investments LLC | 16,537 | $1.58M | 0.01% | +1,524+10.2% | Added |
| Cresset Asset Management, LLC | 16,539 | $1.58M | 0.01% | +6,411+63.3% | Added |
| Advisory Alpha, LLC | 16,579 | $1.59M | 0.04% | +6,064+57.7% | Added |
| SBI Securities Co., Ltd. | 16,663 | $1.59M | 0.04% | −1,660−9.1% | Reduced |
| CapWealth Advisors, LLC | 16,666 | $1.60M | 0.11% | −75−0.4% | Reduced |
| Romano Brothers and Company | 16,836 | $1.61M | 0.16% | −495−2.9% | Reduced |
| Dearborn Partners LLC | 16,886 | $1.62M | 0.09% | +50.0% | Added |
| Agp Franklin, LLC | 16,919 | $1.62M | 0.70% | +1,248+8.0% | Added |
| Bridgewater Associates, LP | 16,972 | $1.62M | 0.01% | +5,201+44.2% | Added |
| Axxcess Wealth Management, LLC | 16,985 | $1.63M | 0.03% | +16,985 | New |
| Chicago Partners Investment Group LLC | 16,833 | $1.63M | 0.03% | +2,660+18.8% | Added |
| Ethos Financial Group, LLC | 17,012 | $1.63M | 0.11% | −4,005−19.1% | Reduced |
| Cannon Financial Strategists, Inc. | 17,067 | $1.63M | 0.19% | −1,346−7.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,117 | $1.64M | 0.35% | −150−0.9% | Reduced |
| Constant Guidance Financial LLC | 17,120 | $1.64M | 1.03% | +17,120 | New |
| Ascent Group, LLC | 17,256 | $1.65M | 0.05% | +1,984+13.0% | Added |
| Jeppson Wealth Management, LLC | 17,272 | $1.65M | 0.49% | +45+0.3% | Added |
| Armor Investment Advisors, LLC | 17,343 | $1.66M | 0.53% | −2,786−13.8% | Reduced |
| Consolidated Planning Corp | 17,414 | $1.67M | 0.22% | −1,362−7.3% | Reduced |
| Lebenthal Global Advisors, LLC | 17,448 | $1.67M | 0.23% | +427+2.5% | Added |
| Savvy Advisors, Inc. | 17,514 | $1.68M | 0.04% | +4,601+35.6% | Added |
| Old Port Advisors | 17,577 | $1.68M | 0.33% | +474+2.8% | Added |
| Tower Bridge Advisors | 17,603 | $1.68M | 0.15% | +524+3.1% | Added |
| Smith, Moore & Co. | 17,667 | $1.69M | 0.11% | +18+0.1% | Added |
| Gleason Group, Inc. | 17,743 | $1.70M | 0.15% | +19+0.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,842 | $1.71M | 0.02% | +6,253+54.0% | Added |
| Monte Financial Group, LLC | 18,065 | $1.71M | 0.55% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 17,933 | $1.72M | 0.74% | −81−0.4% | Reduced |
| Primoris Wealth Advisors, LLC | 17,944 | $1.72M | 0.78% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 18,002 | $1.72M | 0.38% | +955+5.6% | Added |
| Verity & Verity, LLC | 18,060 | $1.73M | 0.12% | −8,308−31.5% | Reduced |
| Adapt Wealth Advisors, LLC | 18,067 | $1.73M | 0.57% | −766−4.1% | Reduced |
| Wellington Shields & Co., LLC | 18,084 | $1.73M | 0.39% | 00.0% | Unchanged |
| Diversified Trust Co | 18,110 | $1.73M | 0.03% | −80−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,133 | $1.74M | 0.21% | −377−2.0% | Reduced |
| Arete Wealth Advisors, LLC | 18,163 | $1.74M | 0.11% | +543+3.1% | Added |
| Focus Financial Network, Inc. | 18,206 | $1.74M | 0.05% | +186+1.0% | Added |
| Transcend Wealth Collective, LLC | 18,246 | $1.75M | 0.12% | +12,474+216.1% | Added |
| Eagle Rock Investment Company, LLC | 18,283 | $1.75M | 0.22% | 00.0% | Unchanged |
| SWAN Capital LLC | 18,332 | $1.75M | 0.60% | −45−0.2% | Reduced |
| LBMC Investment Advisors, LLC | 18,350 | $1.76M | 0.10% | −8,018−30.4% | Reduced |
| Spire Wealth Management | 18,393 | $1.76M | 0.05% | +38+0.2% | Added |
| Bahl & Gaynor Inc | 18,426 | $1.76M | 0.01% | −450−2.4% | Reduced |
| Wedmont Private Capital | 18,489 | $1.77M | 0.05% | +576+3.2% | Added |
| NBT Bank N A | 18,501 | $1.77M | 0.12% | −2,022−9.9% | Reduced |
| Smith Thornton Advisors LLC | 18,469 | $1.78M | 0.79% | +861+4.9% | Added |
| Change Path, LLC | 18,749 | $1.79M | 0.04% | −6,171−24.8% | Reduced |
| WJ Financial Advisors LLC | 18,758 | $1.80M | 1.32% | +629+3.5% | Added |
| Shelton Capital Management | 18,817 | $1.80M | 0.03% | −197−1.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 18,912 | $1.81M | 1.04% | +2,826+17.6% | Added |
| LeConte Wealth Management, LLC | 18,914 | $1.81M | 0.99% | +8,650+84.3% | Added |
| TCW Group Inc | 18,973 | $1.82M | 0.01% | +783+4.3% | Added |
| DRW Securities, LLC | 18,998 | $1.82M | 0.11% | +6,740+55.0% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.82M | 0.25% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19,041 | $1.82M | 0.05% | +947+5.2% | Added |
| Register Financial Advisors LLC | 19,145 | $1.83M | 0.56% | +807+4.4% | Added |
| Gateway Wealth Partners, LLC | 19,206 | $1.84M | 0.11% | −16,358−46.0% | Reduced |
| NBC Securities, Inc. | 19,341 | $1.85M | 0.13% | +600+3.2% | Added |
| Brighton Jones LLC | 19,463 | $1.86M | 0.03% | +1,073+5.8% | Added |
| Aviva PLC | 19,483 | $1.86M | 0.00% | +769+4.1% | Added |
| Candriam Luxembourg S.C.A. | 19,525 | $1.87M | 0.01% | −29−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 19,624 | $1.88M | 0.29% | −6,400−24.6% | Reduced |
| Allen Capital Group, LLC | 19,660 | $1.88M | 0.15% | −1,005−4.9% | Reduced |
| Rollins Financial Advisors, LLC | 19,863 | $1.90M | 0.25% | +3,006+17.8% | Added |
| Advisor OS, LLC | 19,895 | $1.90M | 0.13% | −92−0.5% | Reduced |
| Weaver Capital Management LLC | 19,749 | $1.91M | 0.42% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 19,933 | $1.91M | 0.41% | −65−0.3% | Reduced |
| ICW Investment Advisors LLC | 19,958 | $1.91M | 0.67% | +30.0% | Added |
| Canal Insurance CO | 20,000 | $1.91M | 0.42% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 20,015 | $1.92M | 0.71% | −9,037−31.1% | Reduced |
| HHM Wealth Advisors, LLC | 20,111 | $1.92M | 0.19% | −424−2.1% | Reduced |