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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.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q3 2026

Institutional positions in Southern Co as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
9
0 vs. Q2 2026
Shares held
1.40M
−55.1K (−3.8%) vs. Q2 2026
Total value
$115.7M
−$23.2M (−16.7%) vs. Q2 2026
New holders
0
2 more added
Sold out
0
5 more reduced

2,362 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value held
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2026.

Institutions holding SO in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Confluence Investment Management LLC1,315,100$109.0M1.83%−55,493−4.0%Reduced
Stonebridge Financial Group, LLC40,080$3.32M0.24%+1,232+3.2%Added
Parrish Capital LLC15,284$1.27M1.23%−134−0.9%Reduced
Montecito Bank & Trust10,904$903.8K0.14%−256−2.3%Reduced
Hickory Point Bank & Trust5,732$475.1K0.29%00.0%Unchanged
Doliver Advisors, LP5,083$421.3K0.09%−15−0.3%Reduced
Coastline Trust Co2,656$220.2K0.02%−417−13.6%Reduced
Roxbury Financial LLC911$75.5K0.06%+8+0.9%Added
Burkett Financial Services, LLC64$5.36K0.00%00.0%Unchanged
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
State Street Corp––––Not filed
Capital World Investors––––Not filed
Price T Rowe Associates Inc––––Not filed
JPMorgan Chase & Co––––Not filed
Geode Capital Management, LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
FMR LLC––––Not filed
Franklin Resources Inc––––Not filed
Goldman Sachs Group Inc––––Not filed
Norges Bank––––Not filed
Massachusetts Financial Services Co––––Not filed
Morgan Stanley––––Not filed
Northern Trust Corp––––Not filed
Ameriprise Financial Inc––––Not filed
Royal Bank of Canada––––Not filed
Bank of America Corp––––Not filed
Legal & General Group Plc––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Bank of New York Mellon Corp––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Boston Partners––––Not filed
UBS Asset Management Americas Inc––––Not filed
Invesco Ltd.––––Not filed
Wellington Management Group LLP––––Not filed
Amundi––––Not filed
Wells Fargo & Company––––Not filed
Nuveen, LLC––––Not filed
Pictet Asset Management Holding SA––––Not filed
UBS Group AG––––Not filed
Raymond James Financial Inc––––Not filed
LPL Financial LLC––––Not filed
Swiss National Bank––––Not filed
Mawer Investment Management Ltd.––––Not filed
Deutsche Bank AG––––Not filed
National Pension Service––––Not filed
Bank of Montreal––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Dimensional Fund Advisors LP––––Not filed
Barclays PLC––––Not filed
Envestnet Asset Management Inc––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Citigroup Inc––––Not filed
Vanguard Global Advisers, LLC––––Not filed
First Trust Advisors LP––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Ensign Peak Advisors, Inc––––Not filed
California Public Employees Retirement System––––Not filed
HSBC Holdings PLC––––Not filed
Rhumbline Advisers––––Not filed
Federated Hermes, Inc.––––Not filed
Pinnacle Financial Partners, Inc.––––Not filed
Jennison Associates LLC––––Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys––––Not filed
Energy Income Partners, LLC––––Not filed
Natixis Advisors, L.P.––––Not filed
Soroban Capital Partners LP––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Jupiter Topco LLC––––Not filed
Empower Advisory Group, LLC––––Not filed
Cbre Clarion Securities LLC––––Not filed
HighTower Advisors, LLC––––Not filed
Principal Financial Group Inc––––Not filed
Canada Pension Plan Investment Board––––Not filed
Colony Group, LLC––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
California State Teachers Retirement System––––Not filed
Citadel Advisors LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed
Capital Advisors Inc––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Alliancebernstein L.P.––––Not filed
Stifel Financial Corp––––Not filed
GWM Advisors LLC––––Not filed
Duff & Phelps Investment Management Co––––Not filed
Zacks Investment Management––––Not filed
Capital International Investors––––Not filed
New York State Common Retirement Fund––––Not filed
Jones Financial Companies LLLP––––Not filed
Truist Financial Corp––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Macquarie Group Ltd––––Not filed
APG Asset Management N.V.––––Not filed
Cetera Investment Advisers––––Not filed
Mitsubishi UFJ Trust & Banking Corp––––Not filed
Welch Group, LLC––––Not filed
New York State Teachers Retirement System––––Not filed
Korea Investment CORP––––Not filed