Skip to main content

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
Affinity Wealth Management LLC––––Not filed
Woodward Diversified Capital, LLC––––Not filed
Havemeyer Place LP––––Not filed
Mendel Money Management––––Not filed
Salem Investment Counselors Inc––––Not filed
Cambient Family Office, LLC––––Not filed
Journey Advisory Group, LLC––––Not filed
PCM Encore, LLC––––Not filed
Chesapeake Wealth Management––––Not filed
Grove Bank & Trust––––Not filed
Peninsula Asset Management Inc––––Not filed
KC Investment Advisors, LLC––––Not filed
Shepherd Financial Partners LLC––––Not filed
Tortuga Wealth Management, Inc––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Community Bank of Raymore––––Not filed
Ignite Planners, LLC––––Not filed
Boston Private Wealth LLC––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Davis Capital Management––––Not filed
Vista Capital Partners, Inc.––––Not filed
Northeast Investment Management––––Not filed
Ables, Iannone, Moore & Associates, Inc.––––Not filed
Evercore Wealth Management, LLC––––Not filed
Cherokee Insurance Co––––Not filed
City State Bank––––Not filed
Hexagon Capital Partners LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Legacy Wealth Asset Management, LLC––––Not filed
Roberts Wealth Advisors, LLC––––Not filed
Integrated Advisors Network LLC––––Not filed
Thor Trading Advisors, LLC––––Not filed
Insight Inv LLC––––Not filed
Heartland Bank & Trust Co––––Not filed
North Star Investment Management Corp.––––Not filed
Cidel Asset Management Inc––––Not filed
Centiva Capital, LP––––Not filed
Valley Brook Capital Group––––Not filed
Sar Wealth Management Group, LLC––––Not filed
Beaumont Financial Advisors, LLC––––Not filed
Shulman DeMeo Asset Management LLC––––Not filed
Trueblood Wealth Management, LLC––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
Aviance Capital Partners, LLC––––Not filed
RIA Advisory Group LLC––––Not filed
Northstar Financial Companies, Inc.––––Not filed
Arrow Financial Corp––––Not filed
Howard Capital Management Inc.––––Not filed
Roundview Capital LLC––––Not filed
Cypress Capital Group––––Not filed
Nikulski Financial, Inc.––––Not filed
Benin Management CORP––––Not filed
Graves-Light Private Wealth Management, Inc.––––Not filed
JT Stratford LLC––––Not filed
Franklin Street Advisors Inc––––Not filed
Gradient Investments LLC––––Not filed
GF Fund Management Co. Ltd.––––Not filed
Lakeshore Financial Planning, Inc.––––Not filed
Baron Silver Stevens Financial Advisors, LLC––––Not filed
Verity Asset Management, Inc.––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
Ambassador Advisors, LLC––––Not filed
Vann Equity Management LLC––––Not filed
Orographic Financial Advisors, LLC––––Not filed
West Bancorporation Inc––––Not filed
Capital Advisors Wealth Management, LLC––––Not filed
Balentine LLC––––Not filed
Clear Creek Financial Management, LLC––––Not filed
Plancorp, LLC––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
St Germain D J Co Inc––––Not filed
GSB Wealth Management, LLC––––Not filed
Blalock Williams, LLC––––Not filed
Gables Capital Management Inc.––––Not filed
Howe & Rusling Inc––––Not filed
Gilbert & Cook, Inc.––––Not filed
Visionary Horizons, LLC––––Not filed
Paragon Private Wealth Management, LLC––––Not filed
NBH Bank––––Not filed
Evergreen Wealth Solutions, LLC––––Not filed
Norden Group LLC––––Not filed
Ballentine Partners, LLC––––Not filed
SBI Okasan Asset Management Co.Ltd.––––Not filed
Keebeck Wealth Management, LLC––––Not filed
Geometric Wealth Advisors––––Not filed
V-Square Quantitative Management LLC––––Not filed
Citizens Business Bank––––Not filed
M.E. Allison & Co., Inc.––––Not filed
one8zero8, LLC––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Successful Portfolios LLC––––Not filed
Summitry LLC––––Not filed
71 West Capital Partners––––Not filed
Allred Capital Management, LLC––––Not filed
Capstone Wealth Management, LLC––––Not filed
SageOak Financial, LLC––––Not filed
Intrust Bank NA––––Not filed
Atlas Wealth Partners, LLC––––Not filed
Adviser Investments LLC––––Not filed