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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
25
−2 vs. Q2 2026
Shares held
1.71M
−66.3K (−3.7%) vs. Q2 2026
Total value
$142.0M
−$28.3M (−16.6%) vs. Q2 2026
New holders
0
7 more added
Sold out
2
11 more reduced

2,344 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
Syon Capital LLC––––Not filed
Ti-Trust, Inc––––Not filed
Symphony Financial, Ltd. Co.––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Philadelphia Trust Co––––Not filed
Berkeley Capital Partners, LLC––––Not filed
NLB Skladi, upravljanje premozenja, d.o.o.––––Not filed
Detalus Advisors, LLC––––Not filed
Kiker Wealth Management, LLC––––Not filed
Retirement Planning Co of New England, Inc.––––Not filed
NewEdge Wealth, LLC––––Not filed
Personal Cfo Solutions, LLC––––Not filed
Farmers & Merchants Trust Co of Long Beach––––Not filed
Keystone Financial Group––––Not filed
DMG Group, LLC––––Not filed
AssuredPartners Investment Advisors, LLC––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
MONECO Advisors, LLC––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Autumn Glory Partners, LLC––––Not filed
Mitchell Sinkler & Starr––––Not filed
CFS Investment Advisory Services, LLC––––Not filed
XML Financial, LLC––––Not filed
Firethorn Wealth Partners, LLC––––Not filed
Bank & Trust Co––––Not filed
Lionhunter Capital Management, LLC––––Not filed
Dougherty & Associates, LLC––––Not filed
Wiser Wealth Management, Inc––––Not filed
Constitution Capital LLC––––Not filed
Magnolia Capital Advisors LLC––––Not filed
Asset Advisors Investment Management, LLC––––Not filed
Asset Planning,Inc––––Not filed
Farmers National Bank––––Not filed
Intesa Sanpaolo S.p.A.––––Not filed
Simplex Trading, LLC––––Not filed
Nations Financial Group Inc,––––Not filed
Trust Point Inc.––––Not filed
Burke & Herbert Bank & Trust Co––––Not filed
Marino, Stram & Associates LLC––––Not filed
ForthRight Wealth Management, LLC––––Not filed
Burns J W & Co Inc––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Grimes & Company, Inc.––––Not filed
Chatham Capital Group, Inc.––––Not filed
Outfitter Financial LLC––––Not filed
Markowski Investments––––Not filed
Blue Fin Capital, Inc.––––Not filed
Tannin Capital LLC––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Spirit of America Management Corp––––Not filed
Fiduciary Trust Co––––Not filed
Integrity Alliance, LLC.––––Not filed
Scotia Capital Inc.––––Not filed
Bank of Hawaii––––Not filed
Jackson Thornton Asset Management, LLC––––Not filed
Widmann Financial Services, Inc.––––Not filed
Rocky Mountain Advisers, LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
CoreCap Advisors, LLC––––Not filed
Haverford Trust Co––––Not filed
Centennial Bank––––Not filed
United Bank––––Not filed
Rowland & Co Investment Counsel––––Not filed
Financial Security Advisor, Inc.––––Not filed
CVFG LLC––––Not filed
Guardian Wealth Advisors, LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Hills Bank & Trust Co––––Not filed
Essex Savings Bank––––Not filed
Stableford Capital II LLC––––Not filed
North Dallas Bank & Trust Co––––Not filed
Twin Capital Management Inc––––Not filed
Busey Wealth Management––––Not filed
Archford Capital Strategies, LLC––––Not filed
BlueChip Wealth Advisors LLC––––Not filed
United Advisor Group, LLC––––Not filed
Lazard Asset Management LLC––––Not filed
Sheets Smith Wealth Management––––Not filed
AdvisorNet Financial, Inc––––Not filed
Sculati Wealth Management, LLC––––Not filed
Meiji Yasuda Life Insurance Co––––Not filed
Allegheny Financial Group LTD––––Not filed
Infrastructure Capital Advisors, LLC––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Raleigh Capital Management Inc.––––Not filed
Mainsail Asset Management, LLC––––Not filed
Delta Asset Management LLC––––Not filed
Turtle Creek Wealth Advisors, LLC––––Not filed
Cornerstone Planning, LLC––––Not filed
Catalytic Wealth RIA, LLC––––Not filed
Rithm Capital Corp.––––Not filed
Adirondack Trust Co––––Not filed
Burney Co––––Not filed
Aft, Forsyth & Company, Inc.––––Not filed
Texas Bank & Trust Co––––Not filed
Navigate Wealth Management, LLC––––Not filed
Modera Wealth Management, LLC––––Not filed
Balboa Wealth Partners––––Not filed
Wagner Wealth Management, LLC––––Not filed