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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
35
−2 vs. Q2 2026
Shares held
1.78M
−48.2K (−2.6%) vs. Q2 2026
Total value
$147.6M
−$27.5M (−15.7%) vs. Q2 2026
New holders
1
9 more added
Sold out
3
13 more reduced

2,334 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
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
Cordatus Wealth Management LLC––––Not filed
Trust Co of Virginia––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
BankPlus Trust Department––––Not filed
River Wealth Advisors LLC––––Not filed
First Foundation Advisors––––Not filed
Brown Miller Wealth Management, LLC––––Not filed
Searle & Co.––––Not filed
Chicago Capital, LLC––––Not filed
Insigneo Advisory Services, LLC––––Not filed
Mindset Wealth Management, LLC––––Not filed
Builder Investment Group Inc––––Not filed
Marble Harbor Investment Counsel, LLC––––Not filed
Cooper Financial Group––––Not filed
Signal Advisors Wealth, LLC––––Not filed
Broyhill Asset Management––––Not filed
White Lighthouse Investment Management Inc.––––Not filed
Catalyst Financial Partners LLC––––Not filed
Capital Asset Advisory Services LLC––––Not filed
Berger Financial Group, Inc––––Not filed
Marathon Capital Management––––Not filed
American National Bank––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Banco Santander, S.A.––––Not filed
Van Hulzen Asset Management, LLC––––Not filed
Welch & Forbes LLC––––Not filed
Inscription Capital, LLC––––Not filed
Integras Partners LLC––––Not filed
Cranbrook Wealth Management, LLC––––Not filed
World Equity Group, Inc.––––Not filed
SHP Wealth Management––––Not filed
Univest Financial Corp––––Not filed
Mirador Capital Partners LP––––Not filed
Independent Financial Group, LLC––––Not filed
Approach Retirement Advisors, LLC––––Not filed
MBM Wealth Consultants, LLC––––Not filed
PFW Advisors LLC––––Not filed
MBL Wealth, LLC––––Not filed
Clearwave Capital, LLC––––Not filed
Summit Financial Wealth Advisors, LLC––––Not filed
Formidable Asset Management, LLC––––Not filed
Calton & Associates, Inc.––––Not filed
Union Savings Bank––––Not filed
Legacy Financial Strategies, LLC––––Not filed
Central Bank & Trust Co––––Not filed
Bill Few Associates, Inc.––––Not filed
Novak & Powell Financial Services, Inc.––––Not filed
Reliant Investment Partners, LLC––––Not filed
MQS Management LLC––––Not filed
OMC Financial Services LTD––––Not filed
Schulhoff & Co Inc––––Not filed
Premier Path Wealth Partners, LLC––––Not filed
Fortress Private Ledger, LLC––––Not filed
Orion Investment Co––––Not filed
Verus Financial Partners, Inc.––––Not filed
Z3 Capital Partners, LLC––––Not filed
Cross Staff Investments Inc––––Not filed
Diligent Investors, LLC––––Not filed
Linscomb & Williams, Inc.––––Not filed
O'Rourke & Company, Inc––––Not filed
Requisite Capital Management, LLC––––Not filed
Moss Adams Wealth Advisors LLC––––Not filed
Charter Trust Co––––Not filed
Duncker Streett & Co Inc––––Not filed
Syverson Strege & Co––––Not filed
LMR Partners LLP––––Not filed
Investors Research Corp––––Not filed
First Dallas Securities Inc.––––Not filed
Websterrogers Financial Advisors, LLC––––Not filed
6th Street Advisors, LLC––––Not filed
Knollwood Investment Advisory, LLC––––Not filed
Zinnia Wealth Advisory, LLC––––Not filed
Intrua Financial, LLC––––Not filed
IVC Wealth Advisors LLC––––Not filed
Davy Global Fund Management Ltd––––Not filed
Bienville Capital Management, LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Clarendon Private LLC––––Not filed
Cohen Investment Advisors LLC––––Not filed
Motco––––Not filed
Stratos Wealth Advisors, LLC––––Not filed
Fjell Capital, LLC––––Not filed
Fee-Only Financial Planning, L.C.––––Not filed
Boothbay Fund Management, LLC––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
Thrive Wealth Management, LLC––––Not filed
Trinity Financial Advisors LLC––––Not filed
Chicago Trust Co NA––––Not filed
Gainline Financial Partners, LLC––––Not filed
Mathes Company, Inc.––––Not filed
BOS Asset Management, LLC––––Not filed