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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
13
−1 vs. Q2 2026
Shares held
1.44M
−57.6K (−3.9%) vs. Q2 2026
Total value
$119.0M
−$23.9M (−16.7%) vs. Q2 2026
New holders
0
5 more added
Sold out
1
6 more reduced

2,357 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
Shaolin Capital Management LLC––––Not filed
Crawford Investment Counsel Inc––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
STRS Ohio––––Not filed
MetLife Investment Management––––Not filed
Cerity Partners LLC––––Not filed
Illinois Municipal Retirement Fund––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Mercer Global Advisors Inc––––Not filed
Woodline Partners LP––––Not filed
CI Private Wealth, LLC––––Not filed
MAI Capital Management––––Not filed
Becker Capital Management Inc––––Not filed
Retirement Systems of Alabama––––Not filed
Vestcor Inc––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Advisors Capital Management, LLC––––Not filed
Fukoku Mutual Life Insurance Co––––Not filed
Richard C. Young & CO., LTD.––––Not filed
Midwest Trust Co––––Not filed
Calamos Wealth Management LLC––––Not filed
CWA Asset Management Group, LLC––––Not filed
Zurich Insurance Group Ltd––––Not filed
Allianz Asset Management GmbH––––Not filed
HB Wealth Management, LLC––––Not filed
Wealthfront Advisers LLC––––Not filed
Daiwa Securities Group Inc.––––Not filed
Arkadios Wealth Advisors––––Not filed
Carnegie Capital Asset Management, LLC––––Not filed
Aventail Capital Group, LP––––Not filed
Gotham Asset Management, LLC––––Not filed
Sanibel Captiva Trust Company, Inc.––––Not filed
Xponance, Inc.––––Not filed
Benjamin Edwards Inc––––Not filed
First Horizon Corp––––Not filed
Standard Life Aberdeen plc––––Not filed
Intech Investment Management LLC––––Not filed
Amalgamated Bank––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
BW Gestao de Investimentos Ltda.––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
Calamos Advisors LLC––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
Leavell Investment Management, Inc.––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Regions Financial Corp––––Not filed
Brinker Capital Investments, LLC––––Not filed
iA Global Asset Management Inc.––––Not filed
Nichols & Pratt Advisers LLP––––Not filed
Rakuten Investment Management, Inc.––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Capital Fund Management S.A.––––Not filed
Voleon Capital Management LP––––Not filed
NEOS Investment Management LLC––––Not filed
ProShare Advisors LLC––––Not filed
First National Bank of Omaha––––Not filed
Brookstone Capital Management––––Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Allworth Financial LP––––Not filed
Utah Retirement Systems––––Not filed
Weiss Asset Management LP––––Not filed
Aequim Alternative Investments LP––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
British Columbia Investment Management Corp––––Not filed
Dai-Ichi Life Insurance Company, Ltd––––Not filed
Bank of Nova Scotia––––Not filed
M&T Bank Corp––––Not filed
Lido Advisors, LLC––––Not filed
Resources Investment Advisors, LLC.––––Not filed
JustInvest LLC––––Not filed
Moody Lynn & Lieberson, LLC––––Not filed
New York Life Investment Management LLC––––Not filed
USS Investment Management Ltd––––Not filed
Commerce Bank––––Not filed
CCM Investment Advisers LLC––––Not filed
Capital & Planning, LLC––––Not filed
Nissay Asset Management Corp––––Not filed
Bragg Financial Advisors, Inc––––Not filed
Pathstone Holdings, LLC––––Not filed
Bell Bank––––Not filed
Baltimore-Washington Financial Advisors, Inc.––––Not filed
Advisors Management Group Inc––––Not filed
QRG Capital Management, Inc.––––Not filed
Oregon Public Employees Retirement Fund––––Not filed
Lockheed Martin Investment Management Co––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Independent Advisor Alliance––––Not filed
Kanawha Capital Management LLC––––Not filed
Blair William & Co––––Not filed
Jamison Private Wealth Management, Inc.––––Not filed
Farther Finance Advisors, LLC––––Not filed
Yousif Capital Management, LLC––––Not filed
Klingenstein Fields & Co LP––––Not filed
Keybank National Association––––Not filed
Pinnacle Associates Ltd––––Not filed
Davenport & Co LLC––––Not filed
Nomura Asset Management International Inc.––––Not filed
Rafferty Asset Management, LLC––––Not filed
UniSuper Management Pty Ltd––––Not filed