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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
Atlas Brown,Inc.––––Not filed
Wealth Management Associates, Inc.––––Not filed
Fullerton Fund Management Co Ltd.––––Not filed
Kapstone Financial Advisors LLC––––Not filed
Clarity Wealth Development LLC––––Not filed
Childress Capital Advisors, LLC––––Not filed
Mirabella Financial Services LLP––––Not filed
PSI Advisors, LLC––––Not filed
Armstrong Advisory Group, Inc––––Not filed
XTX Topco Ltd––––Not filed
Red Wave Investments LLC––––Not filed
Inspire Advisors, LLC––––Not filed
Wealthcare Capital Management LLC––––Not filed
Bath Savings Trust Co––––Not filed
Gratus Wealth Advisors, LLC––––Not filed
Drive Wealth Management, LLC––––Not filed
Cozad Asset Management Inc––––Not filed
First Business Financial Services, Inc.––––Not filed
Fonville Wealth Management LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
Robertson Stephens Wealth Management, LLC––––Not filed
TBH Global Asset Management, LLC––––Not filed
Hartline Investment Corp––––Not filed
Argus Investors' Counsel, Inc.––––Not filed
Elwood & Goetz Wealth Advisory Group, LLC––––Not filed
GeoWealth Management, LLC––––Not filed
Cladis Investment Advisory, LLC––––Not filed
LCNB Corp––––Not filed
Shrier Wealth Management, LLC––––Not filed
WealthTrust Axiom LLC––––Not filed
Sigma Investment Counselors Inc––––Not filed
Pinnacle West Asset Management, Inc.––––Not filed
Aspiriant, LLC––––Not filed
Values First Advisors, Inc.––––Not filed
Pinnacle Wealth Management Group, Inc.––––Not filed
Holcombe Financial, Inc.––––Not filed
Wilkins Investment Counsel Inc––––Not filed
Slagle Financial, LLC––––Not filed
Axq Capital, LP––––Not filed
Conning Inc.––––Not filed
Annex Advisory Services, LLC––––Not filed
Capital Investment Counsel, Inc––––Not filed
Resolute Capital, LLC––––Not filed
Vantus Wealth LLC––––Not filed
Arlington Trust Co LLC––––Not filed
Argent Advisors, Inc.––––Not filed
Kathmere Capital Management, LLC––––Not filed
Klingman & Associates, LLC––––Not filed
Tranquility Partners, LLC––––Not filed
Valued Retirements, Inc.––––Not filed
Hartford Financial Management Inc.––––Not filed
Correct Capital Wealth Management––––Not filed
Bridges Investment Management Inc––––Not filed
Triad Wealth Partners, LLC––––Not filed
Alessandra Capital Management, LLC––––Not filed
LVM Capital Management Ltd––––Not filed
Wynn Capital, LLC––––Not filed
Compass Financial Management LLC––––Not filed
Camden National Bank––––Not filed
Steel Peak Wealth Management LLC––––Not filed
Penobscot Investment Management Company, Inc.––––Not filed
Fusion Capital, LLC––––Not filed
Sound Income Strategies, LLC––––Not filed
Nadler Financial Group, Inc.––––Not filed
Cambria Investment Management, L.P.––––Not filed
Truvestments Capital LLC––––Not filed
McGowan Group Asset Management, Inc.––––Not filed
Vista Investment Partners II, LLC––––Not filed
BLB&B Advisors, LLC––––Not filed
AdviceOne Advisory Services, LLC––––Not filed
Heritage Investors Management Corp––––Not filed
CMG Global Holdings, LLC––––Not filed
Lee Danner & Bass Inc––––Not filed
RF&L Wealth Management, LLC––––Not filed
VeraBank, N.A.––––Not filed
Bridgewater Advisors Inc.––––Not filed
4WEALTH Advisors, Inc.––––Not filed
Ridge Creek Global, Inc––––Not filed
Crews Bank & Trust––––Not filed
SageView Advisory Group, LLC––––Not filed
Berkshire Bank––––Not filed
Titleist Asset Management, LLC––––Not filed
RB Capital Management, LLC––––Not filed
Stanley-Laman Group, Ltd.––––Not filed
Turning Point Benefit Group, Inc.––––Not filed
Prosperity Financial Group, Inc.––––Not filed
Founders Financial Alliance, LLC––––Not filed
SevenBridge Financial Group, LLC––––Not filed
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co––––Not filed
Texas Capital Bank Wealth Management Services Inc––––Not filed
Boston Research & Management Inc––––Not filed
Waycross Partners, LLC––––Not filed
Seelaus Asset Management LLC––––Not filed
Camden Capital, LLC––––Not filed
Soltis Investment Advisors LLC––––Not filed
Worth Financial Advisory Group, LLC––––Not filed
Heritage Wealth Advisors––––Not filed
Thomas Story & Son LLC––––Not filed
Sara-Bay Financial––––Not filed
TCI Wealth Advisors, Inc.––––Not filed