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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
Certified Advisory Corp––––Not filed
Holistic Planning, LLC––––Not filed
Dickmeyer Boyce Financial Management, Inc.––––Not filed
Roberts Glore & Co Inc––––Not filed
Element Wealth, LLC––––Not filed
Probity Advisors, Inc.––––Not filed
Keudell/Morrison Wealth Management––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Wealth Alliance––––Not filed
Garner Asset Management Corp––––Not filed
Archer Investment Corp––––Not filed
Northstar Advisory Group, LLC––––Not filed
McLean Asset Management Corp––––Not filed
Private Capital Management, LLC––––Not filed
Beaumont Asset Management, L.L.C.––––Not filed
VUB Generali dochodkova spravcovska spolocnost, a.s.––––Not filed
Skyline Advisors, Inc.––––Not filed
FourThought Financial Partners, LLC––––Not filed
Pitcairn Wealth Advisors LLC––––Not filed
Summit Wealth Group LLC––––Not filed
Archetype Wealth Partners––––Not filed
LaFleur & Godfrey LLC––––Not filed
Daviman Financial, LLC––––Not filed
Avestar Capital, LLC––––Not filed
RMB Capital Management, LLC––––Not filed
Wealth Quarterback LLC––––Not filed
Wedbush Fund Advisers, LLC––––Not filed
Wulff, Hansen & Co.––––Not filed
Wilkins Miller Wealth Management, LLC––––Not filed
Davidson Investment Advisors––––Not filed
Beacon Investment Advisors LLC––––Not filed
3Chopt Investment Partners, LLC––––Not filed
Atlantic Trust, LLC––––Not filed
W Advisors, LLC––––Not filed
Wealth Dimensions Group, Ltd.––––Not filed
Supplemental Annuity Collective Trust of NJ––––Not filed
Country Trust Bank––––Not filed
WMG Financial Advisors, LLC––––Not filed
BluePath Capital Management, LLC––––Not filed
Stokes Capital Advisors, LLC––––Not filed
Viawealth, LLC––––Not filed
Tradition Wealth Management, LLC––––Not filed
Baldwin Brothers Inc––––Not filed
Grant Street Asset Management, Inc.––––Not filed
Columbia Asset Management––––Not filed
Mason & Associates, LLC––––Not filed
Destination Wealth Management––––Not filed
Summit Asset Management, LLC––––Not filed
Lathrop Investment Management Corp––––Not filed
Client 1st Advisory Group, LLC––––Not filed
Thoroughbred Financial Services, LLC––––Not filed
Beacon Financial Group––––Not filed
BCS Wealth Management––––Not filed
DB&C Advisors, LLC––––Not filed
Financial Enhancement Group LLC––––Not filed
Richwood Investment Advisors, LLC––––Not filed
Abound Wealth Management––––Not filed
Landmark Wealth Management, LLC––––Not filed
1st Source Bank––––Not filed
Park Place Capital Corp––––Not filed
Davidson Trust Co––––Not filed
Greenup Street Wealth Management LLC––––Not filed
Sentry LLC––––Not filed
Stony Point Wealth Management Inc.––––Not filed
David J Yvars Group––––Not filed
Means Investment Co., Inc.––––Not filed
Rather & Kittrell, Inc.––––Not filed
Strategies Wealth Advisors, LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Smithfield Trust Co––––Not filed
Good Harbor Advisors, Inc.––––Not filed
TritonPoint Partners, LLC––––Not filed
Beta Wealth Group, Inc.––––Not filed
Samara Investment Management, LLC––––Not filed
Cynosure Management, LLC––––Not filed
Wealth Alliance Advisory Group, LLC––––Not filed
BCR Wealth Strategies, LLC––––Not filed
B&L Asset Management LLC––––Not filed
Sax Wealth Advisors, LLC––––Not filed
United Capital Management of KS, Inc.––––Not filed
Ironsides Asset Advisors, LLC––––Not filed
Lowe Brockenbrough & Co Inc––––Not filed
Finward Bancorp––––Not filed
CSS LLC––––Not filed
Los Angeles Capital Management LLC––––Not filed
Goldstone Financial Group, LLC––––Not filed
Iams Wealth Management, LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Nilsine Partners, LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
Forum Financial Management, LP––––Not filed
Focused Alpha, LLC––––Not filed
Flagship Harbor Advisors, LLC––––Not filed
PDS Planning, Inc––––Not filed
Novare Capital Management LLC––––Not filed
Tritonpoint Wealth, LLC––––Not filed
Colonial Trust Advisors––––Not filed
Walser Wealth Management Company, A Ltd Liability Co––––Not filed
ProVise Management Group, LLC––––Not filed
L2 Asset Management, LLC––––Not filed