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 |
|---|---|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 1,310 | $125.4K | 0.05% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1,306 | $125.0K | 0.01% | +1,306 | New |
| Steigerwald, Gordon & Koch Inc. | 1,302 | $124.6K | 0.01% | +7+0.5% | Added |
| Main Street Group, LTD | 1,273 | $121.8K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,262 | $120.8K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,225 | $117.2K | 0.01% | +1,172+2,211.3% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $114.9K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 1,188 | $113.7K | 0.04% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,182 | $113.1K | 0.01% | +38+3.3% | Added |
| Proffitt & Goodson Inc | 1,163 | $111.3K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,150 | $110.1K | 0.03% | −336−22.6% | Reduced |
| Roble, Belko & Company, Inc | 1,154 | $110.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,117 | $106.9K | 0.08% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 1,100 | $106.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,104 | $105.7K | 0.01% | +3+0.3% | Added |
| Ares Financial Consulting, LLC | 1,100 | $105.3K | 0.08% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 1,087 | $104.0K | 0.02% | +1,087 | New |
| Bellevue Asset Management, LLC | 1,084 | $103.8K | 0.05% | +6+0.6% | Added |
| Trifecta Capital Advisors, LLC | 1,084 | $103.8K | 0.01% | +34+3.2% | Added |
| Richardson Financial Services Inc. | 1,082 | $103.6K | 0.06% | +165+18.0% | Added |
| Vision Financial Markets LLC | 1,068 | $101.6K | 0.09% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,061 | $101.6K | 0.04% | +232+28.0% | Added |
| POM Investment Strategies, LLC | 1,060 | $101.5K | 0.11% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,049 | $100.4K | 0.07% | +9+0.9% | Added |
| Lloyd Advisory Services, LLC. | 1,041 | $99.7K | 0.04% | +912+707.0% | Added |
| Beacon Financial Strategies CORP | 1,016 | $97.2K | 0.05% | +629+162.5% | Added |
| American Capital Advisory, LLC | 1,009 | $96.6K | 0.04% | +12+1.2% | Added |
| LRI Investments, LLC | 1,007 | $96.4K | 0.01% | +27+2.8% | Added |
| Dorato Capital Management | 1,007 | $96.3K | 0.07% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,005 | $96.2K | 0.05% | +797+383.2% | Added |
| Synergy Investment Management, LLC | 1,002 | $96.0K | 0.02% | +230+29.8% | Added |
| Caldwell Sutter Capital, Inc. | 994 | $95.1K | 0.04% | −10−1.0% | Reduced |
| Dunhill Financial, LLC | 993 | $95.1K | 0.02% | +219+28.3% | Added |
| UMA Financial Services, Inc. | 982 | $94.0K | 0.01% | +6+0.6% | Added |
| Kennebec Savings Bank | 958 | $91.7K | 0.07% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 929 | $89.0K | 0.00% | −55−5.6% | Reduced |
| Valley National Advisers Inc | 929 | $88.9K | 0.01% | −225−19.5% | Reduced |
| IAG Wealth Partners, LLC | 926 | $88.6K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 913 | $87.4K | 0.02% | +31+3.5% | Added |
| Roxbury Financial LLC | 903 | $86.4K | 0.07% | +7+0.8% | Added |
| Highland Investment Advisors LLC | 894 | $85.6K | 0.04% | +894 | New |
| Strategic Investment Solutions, Inc. | 888 | $85.0K | 0.02% | −354−28.5% | Reduced |
| Action Point Financial Planning, LLC | 890 | $84.4K | 0.01% | +890 | New |
| Kozak & Associates, Inc. | 865 | $82.3K | 0.01% | +7+0.8% | Added |
| Tounjian Advisory Partners, LLC | 849 | $81.3K | 0.03% | +849 | New |
| Chapman Financial Group, LLC | 840 | $80.4K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 829 | $80.0K | 0.02% | −39−4.5% | Reduced |
| Northwest & Ethical Investments L.P. | 818 | $79.1K | 0.00% | −4,761−85.3% | Reduced |
| Asset Dedication, LLC | 824 | $78.9K | 0.00% | −86−9.5% | Reduced |
| S&T Bank | 823 | $78.8K | 0.02% | +113+15.9% | Added |
| Flagship Wealth Advisors, LLC | 800 | $76.6K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 756 | $72.4K | 0.02% | +45+6.3% | Added |
| Sawyer & Company, Inc | 742 | $71.0K | 0.02% | −77−9.4% | Reduced |
| Fairscale Capital, LLC | 736 | $70.4K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 734 | $70.3K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 728 | $69.7K | 0.01% | +34+4.9% | Added |
| TD Capital Management LLC | 723 | $69.2K | 0.01% | −619−46.1% | Reduced |
| Olistico Wealth, LLC | 722 | $69.1K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $67.5K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 700 | $67.0K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 700 | $67.0K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 692 | $66.3K | 0.02% | +563+436.4% | Added |
| EFG International AG | 692 | $66.2K | 0.00% | −4−0.6% | Reduced |
| Triumph Capital Management | 689 | $66.0K | 0.01% | −22−3.1% | Reduced |
| Leonteq Securities AG | 680 | $65.1K | 0.00% | −1,977−74.4% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 667 | $63.8K | 0.20% | −1,298−66.1% | Reduced |
| Western Pacific Wealth Management, LP | 665 | $63.6K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 663 | $63.5K | 0.02% | 00.0% | Unchanged |
| Planning Strategies Inc. | 654 | $62.6K | 0.04% | +654 | New |
| CNB Bank | 653 | $62.5K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 650 | $62.2K | 0.03% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 647 | $61.9K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 635 | $60.8K | 0.16% | −22,432−97.2% | Reduced |
| Birchbrook, Inc. | 632 | $60.5K | 0.03% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 631 | $60.4K | 0.23% | +631 | New |
| Uniplan Investment Counsel, Inc. | 630 | $60.4K | 0.01% | +630 | New |
| HighMark Wealth Management LLC | 623 | $59.6K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 620 | $59.3K | 0.03% | +80+14.8% | Added |
| First National Bank | 616 | $59.0K | 0.02% | +616 | New |
| ORG Wealth Partners, LLC | 600 | $57.4K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 600 | $57.4K | 0.04% | 00.0% | Unchanged |
| Bravera Wealth | 600 | $57.4K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 600 | $57.4K | 0.02% | +600 | New |
| Financial Consulate, Inc | 600 | $57.4K | 0.01% | +9+1.5% | Added |
| Joseph Group Capital Management | 599 | $57.3K | 0.01% | +90+17.7% | Added |
| CrossGen Wealth, LLC | 596 | $57.1K | 0.04% | +2+0.3% | Added |
| Bayban | 596 | $57.0K | 0.04% | −300−33.5% | Reduced |
| Pacifica Partners Inc. | 580 | $56.8K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 579 | $55.4K | 0.02% | +6+1.0% | Added |
| Winch Advisory Services, LLC | 565 | $54.0K | 0.01% | +5+0.9% | Added |
| Bruce G. Allen Investments, LLC | 563 | $53.9K | 0.03% | −79−12.3% | Reduced |
| Strive Financial Group ,LLC | 556 | $53.2K | 0.02% | +5+0.9% | Added |
| Tompkins Financial Corp | 555 | $53.1K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 545 | $52.2K | 0.03% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 544 | $52.1K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 534 | $51.1K | 0.04% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 529 | $50.7K | 0.04% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 517 | $49.5K | 0.04% | +4+0.8% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $47.9K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 500 | $47.9K | 0.05% | +500 | New |