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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
Albion Financial Group––––Not filed
Advisors Asset Management, Inc.––––Not filed
Coston, McIsaac & Partners––––Not filed
SummitTX Capital, L.P.––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Anchor Investment Management, LLC––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Prospera Financial Services Inc––––Not filed
Edgemoor Investment Advisors, Inc.––––Not filed
City Holding Co––––Not filed
Argent Trust Co––––Not filed
Freestone Grove Partners LP––––Not filed
Baillie Gifford & Co––––Not filed
BFSG, LLC––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Nordea Investment Management AB––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Nicholas Hoffman & Company, LLC.––––Not filed
Schnieders Capital Management, LLC.––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed
RiverFront Investment Group, LLC––––Not filed
Telos Capital Management, Inc.––––Not filed
Old Point Trust & Financial Services N A––––Not filed
First PREMIER Bank––––Not filed
Hantz Financial Services, Inc.––––Not filed
Empowered Funds, LLC––––Not filed
Carret Asset Management, LLC––––Not filed
Horizon Investments, LLC––––Not filed
Carson Advisory Inc.––––Not filed
Massmutual Trust Co FSB––––Not filed
AE Wealth Management LLC––––Not filed
Kentucky Retirement Systems––––Not filed
StoneX Group Inc.––––Not filed
Alpine Woods Capital Investors, LLC––––Not filed
Griffith & Werner, Inc.––––Not filed
GLOBALT Investments LLC––––Not filed
Trinity Legacy Partners, LLC––––Not filed
Nomura Holdings Inc––––Not filed
Oppenheimer & Co Inc––––Not filed
Jane Street Group, LLC––––Not filed
Community Bank & Trust, Waco, Texas––––Not filed
MainStreet Investment Advisors LLC––––Not filed
Money Concepts Capital Corp––––Not filed
Woodstock Corp––––Not filed
Apollon Wealth Management, LLC––––Not filed
Agf Management Ltd––––Not filed
Schaper Benz & Wise Investment Counsel Inc––––Not filed
Signaturefd, LLC––––Not filed
Pinkerton Retirement Specialists, LLC––––Not filed
Capital Investment Counsel, LLC––––Not filed
CBOE Vest Financial, LLC––––Not filed
South Dakota Investment Council––––Not filed
Hartford Investment Management Co––––Not filed
Mather Group, LLC.––––Not filed
Portman Square Capital LLP––––Not filed
Csenge Advisory Group––––Not filed
Prudential PLC––––Not filed
Moors & Cabot, Inc.––––Not filed
Maryland State Retirement & Pension System––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
We Are One Seven, LLC––––Not filed
Sherman Porfolios, LLC––––Not filed
Louisiana State Employees Retirement System––––Not filed
Norinchukin Bank, The––––Not filed
United Bank––––Not filed
Acadian Asset Management LLC––––Not filed
Goelzer Investment Management, Inc.––––Not filed
Meridian Wealth Management, LLC––––Not filed
Providence Capital Advisors, LLC––––Not filed
Virginia Wealth Management Group, Inc.––––Not filed
Global Wealth Management Investment Advisory, Inc.––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
New Mexico Educational Retirement Board––––Not filed
Clearbridge Investments, LLC––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Brown Brothers Harriman & Co––––Not filed
Core Alternative Capital––––Not filed
RSM US Wealth Management LLC––––Not filed
Edgestream Partners, L.P.––––Not filed
GQG Partners LLC––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
Squarepoint Ops LLC––––Not filed
Toroso Investments, LLC––––Not filed
Morton Community Bank––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Morgan Dempsey Capital Management LLC––––Not filed
Greatmark Investment Partners, Inc.––––Not filed
Baugh & Associates, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
BI Asset Management Fondsmaeglerselskab A/S––––Not filed
Montag A & Associates Inc––––Not filed
American Trust Investment Advisors, LLC––––Not filed
Oakworth Capital, Inc.––––Not filed
IHT Wealth Management, LLC––––Not filed
First Citizens Bank & Trust Co––––Not filed
Eastern Bank––––Not filed
Wealthcare Advisory Partners LLC––––Not filed
Hengehold Capital Management LLC––––Not filed
Woodley Farra Manion Portfolio Management Inc––––Not filed