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, 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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 20,207 | $1.93M | 0.09% | −2,543−11.2% | Reduced |
| Valeo Financial Advisors, LLC | 20,147 | $1.93M | 0.04% | +1,610+8.7% | Added |
| Tema ETFs LLC | 20,157 | $1.93M | 0.06% | +1,885+10.3% | Added |
| Fidelis Capital Partners, LLC | 20,203 | $1.93M | 0.11% | +22+0.1% | Added |
| Venture Visionary Partners LLC | 20,384 | $1.95M | 0.05% | −46−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,392 | $1.95M | 0.61% | +503+2.5% | Added |
| Regent Peak Wealth Advisors LLC | 20,560 | $1.97M | 0.36% | +7,280+54.8% | Added |
| Invesco, LLC | 20,575 | $1.97M | 0.61% | +678+3.4% | Added |
| Compass Wealth Management, LLC | 20,606 | $1.97M | 0.79% | +1,843+9.8% | Added |
| NovaPoint Capital, LLC | 20,713 | $1.98M | 0.41% | +680+3.4% | Added |
| LMG Wealth Partners, LLC | 20,768 | $1.99M | 0.32% | +118+0.6% | Added |
| Mayfair Advisory Group, LLC | 20,703 | $2.01M | 0.61% | +906+4.6% | Added |
| T. Rowe Price Investment Management, Inc. | 21,055 | $2.02M | 0.00% | +840+4.2% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $2.02M | 1.20% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 21,205 | $2.03M | 0.09% | +413+2.0% | Added |
| CX Institutional | 21,222 | $2.03M | 0.06% | −1,824−7.9% | Reduced |
| Vontobel Holding Ltd. | 21,247 | $2.03M | 0.01% | +513+2.5% | Added |
| LongView Wealth Management | 21,247 | $2.03M | 0.52% | −10,003−32.0% | Reduced |
| NTV Asset Management LLC | 21,250 | $2.03M | 0.20% | −19−0.1% | Reduced |
| Coppell Advisory Solutions LLC | 6,860 | $2.04M | 0.60% | +6,860 | New |
| Benedict Financial Advisors Inc | 21,322 | $2.04M | 0.40% | −143−0.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 21,348 | $2.04M | 0.00% | +4,777+28.8% | Added |
| Americana Partners, LLC | 21,441 | $2.05M | 0.05% | −4,639−17.8% | Reduced |
| CAPROCK Group, Inc. | 21,568 | $2.06M | 0.04% | +3,577+19.9% | Added |
| Concord Wealth Partners | 21,665 | $2.07M | 0.24% | −23,170−51.7% | Reduced |
| MSH Capital Advisors LLC | 21,669 | $2.07M | 0.36% | +116+0.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 21,706 | $2.08M | 1.04% | −869−3.8% | Reduced |
| Mechanics Bank Trust Department | 21,723 | $2.08M | 0.26% | −192−0.9% | Reduced |
| Stock Yards Bank & Trust Co | 21,771 | $2.08M | 0.06% | −105−0.5% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $2.09M | 0.06% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 21,808 | $2.09M | 0.11% | −899−4.0% | Reduced |
| Essex LLC | 21,821 | $2.09M | 0.32% | +19+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 21,848 | $2.09M | 0.04% | +2,199+11.2% | Added |
| Snowden Capital Advisors LLC | 21,861 | $2.09M | 0.05% | +1,866+9.3% | Added |
| Miracle Mile Advisors, LLC | 21,889 | $2.10M | 0.02% | +50.0% | Added |
| Altshuler Shaham Ltd | 21,918 | $2.10M | 0.03% | +2,275+11.6% | Added |
| NorthRock Partners, LLC | 21,955 | $2.10M | 0.03% | +1,974+9.9% | Added |
| Tower Research Capital LLC (TRC) | 22,321 | $2.14M | 0.05% | −8,422−27.4% | Reduced |
| Pensionmark Financial Group, LLC | 22,194 | $2.14M | 0.04% | −7,671−25.7% | Reduced |
| Evergreen Capital Management LLC | 22,483 | $2.15M | 0.04% | +9,245+69.8% | Added |
| LVZ Advisors, Inc. | 22,775 | $2.18M | 0.22% | +495+2.2% | Added |
| Columbus Macro, LLC | 22,780 | $2.18M | 0.21% | +168+0.7% | Added |
| Patten & Patten Inc | 22,801 | $2.18M | 0.12% | +22+0.1% | Added |
| Zions Bancorporation, National Association | 22,825 | $2.18M | 0.13% | +378+1.7% | Added |
| Ritholtz Wealth Management | 22,829 | $2.19M | 0.03% | −885−3.7% | Reduced |
| First United Bank Trust | 22,904 | $2.19M | 0.63% | −420−1.8% | Reduced |
| AlphaCore Capital LLC | 23,061 | $2.21M | 0.04% | +2,650+13.0% | Added |
| Trust Co of Vermont | 23,114 | $2.21M | 0.08% | +23,114 | New |
| Tempo Wealth, LLC | 23,131 | $2.21M | 0.33% | +2,836+14.0% | Added |
| Harbour Trust & Investment Management Co | 23,258 | $2.23M | 0.21% | −598−2.5% | Reduced |
| Reaves W H & Co Inc | 23,267 | $2.23M | 0.03% | −1,500−6.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 23,388 | $2.24M | 0.11% | −906−3.7% | Reduced |
| Cornerstone Advisory, LLC | 23,407 | $2.24M | 0.19% | −191−0.8% | Reduced |
| Western Wealth Management, LLC | 23,485 | $2.25M | 0.07% | −97−0.4% | Reduced |
| Private Trust Co NA | 23,542 | $2.25M | 0.18% | +22+0.1% | Added |
| Mission Wealth Management, LP | 23,627 | $2.26M | 0.03% | +11,510+95.0% | Added |
| Alaethes Wealth LLC | 23,659 | $2.26M | 0.66% | +42+0.2% | Added |
| Accurate Wealth Management, LLC | 23,699 | $2.27M | 0.22% | +2,458+11.6% | Added |
| Gladstone Institutional Advisory LLC | 23,803 | $2.28M | 0.07% | +284+1.2% | Added |
| Confluence Wealth Services, Inc. | 23,814 | $2.28M | 0.07% | +8,662+57.2% | Added |
| Stamos Capital Partners, L.P. | 23,816 | $2.28M | 0.35% | −158−0.7% | Reduced |
| PFG Investments, LLC | 23,961 | $2.29M | 0.09% | +622+2.7% | Added |
| Atomi Financial Group, Inc. | 23,995 | $2.30M | 0.06% | +605+2.6% | Added |
| Sowell Financial Services LLC | 24,007 | $2.30M | 0.08% | −22−0.1% | Reduced |
| Southeast Asset Advisors Inc. | 24,154 | $2.31M | 0.23% | +14+0.1% | Added |
| Wedbush Securities Inc | 24,215 | $2.32M | 0.06% | −1,129−4.5% | Reduced |
| Man Group plc | 24,248 | $2.32M | 0.00% | −51,172−67.8% | Reduced |
| Capital Investment Advisory Services, LLC | 24,263 | $2.32M | 0.14% | +13+0.1% | Added |
| Frec Markets, Inc. | 24,455 | $2.34M | 0.21% | +12,040+97.0% | Added |
| TD Private Client Wealth LLC | 24,530 | $2.35M | 0.04% | +5,874+31.5% | Added |
| Brooks, Moore & Associates, Inc. | 24,673 | $2.36M | 1.06% | +100+0.4% | Added |
| Atom Investors LP | 24,820 | $2.38M | 0.21% | +24,820 | New |
| Wealth Intelligence, LLC | 24,876 | $2.38M | 1.11% | −3,450−12.2% | Reduced |
| Nepsis, Inc. | 24,895 | $2.38M | 0.81% | −525−2.1% | Reduced |
| Global Retirement Partners, LLC | 24,972 | $2.39M | 0.04% | +24,972 | New |
| American Assets Investment Management, LLC | 25,000 | $2.39M | 0.14% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 25,054 | $2.40M | 0.17% | +311+1.3% | Added |
| Fiduciary Alliance LLC | 25,060 | $2.40M | 0.16% | −206−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 25,081 | $2.40M | 0.09% | +318+1.3% | Added |
| Atlantic Union Bankshares Corp | 25,201 | $2.41M | 0.04% | +949+3.9% | Added |
| Kavar Capital Partners Group, LLC | 25,262 | $2.42M | 0.30% | +48+0.2% | Added |
| Retirement Planning Group | 25,513 | $2.44M | 0.06% | +1,934+8.2% | Added |
| Cape Investment Advisory, Inc. | 25,514 | $2.44M | 0.65% | +37+0.1% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 25,575 | $2.45M | 1.27% | +1,921+8.1% | Added |
| Lineweaver Wealth Advisors, LLC | 25,615 | $2.45M | 0.29% | +1,360+5.6% | Added |
| Verdence Capital Advisors LLC | 25,643 | $2.45M | 0.13% | −626−2.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,656 | $2.46M | 0.02% | +2,307+9.9% | Added |
| Meeder Advisory Services, Inc. | 25,679 | $2.46M | 0.09% | −414−1.6% | Reduced |
| Advanced Asset Management Advisors Inc | 25,805 | $2.47M | 0.65% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 25,842 | $2.47M | 0.30% | −38−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 25,910 | $2.48M | 0.25% | +627+2.5% | Added |
| Armis Advisers, LLC | 25,849 | $2.48M | 0.23% | −458−1.7% | Reduced |
| WCG Wealth Advisors LLC | 26,068 | $2.49M | 0.06% | −443−1.7% | Reduced |
| Principal Securities, Inc. | 26,111 | $2.50M | 0.03% | +2,282+9.6% | Added |
| Aprio Wealth Management, LLC | 26,127 | $2.50M | 0.12% | +4,435+20.4% | Added |
| Laird Norton Trust Company, LLC | 26,143 | $2.50M | 0.05% | −569−2.1% | Reduced |
| Delta Global Management LP | 26,185 | $2.51M | 0.27% | +393+1.5% | Added |
| Ameritas Advisory Services, LLC | 26,269 | $2.51M | 0.05% | +17,451+197.9% | Added |
| Argyle Capital Management Inc. | 26,321 | $2.52M | 0.73% | +100+0.4% | Added |
| ZWJ Investment Counsel Inc | 26,333 | $2.52M | 0.08% | +474+1.8% | Added |