Southern Co

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000092122

SEC filings (opens in a new tab)

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 classesSOJC SOJD SOJE SOJF SOMN

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: 13; −1 vs. Q2 2026
Shares held: 1.44M; −57.6K (−3.9%) vs. Q2 2026
Total value: $119.0M; −$23.9M (−16.7%) vs. Q2 2026
New holders: 0; 5 more added
Sold out: 1; 6 more reduced

2,357 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

Value held

Institutions holding SO and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,371	$79.9B
Q1 2026	2,367	$76.2B
Q4 2025	2,273	$69.6B
Q3 2025	2,222	$74.6B
Q2 2025	2,184	$70.8B
Q1 2025	2,207	$69.0B
Q4 2024	2,126	$61.4B
Q3 2024	2,010	$66.9B
Q2 2024	1,888	$56.8B
Q1 2024	1,825	$51.0B
Q4 2023	1,838	$49.1B
Q3 2023	1,713	$44.9B
Q2 2023	1,728	$48.8B
Q1 2023	1,706	$48.8B
Q4 2022	1,737	$49.1B
Q3 2022	1,661	$46.0B
Q2 2022	1,683	$47.2B
Q1 2022	1,700	$47.3B
Q4 2021	1,654	$43.9B
Q3 2021	1,492	$39.1B
Q2 2021	1,508	$38.3B
Q1 2021	1,491	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Neuberger Berman Group LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Metis Global Partners, LLC	–	–	–	–	Not filed
Freestone Capital Holdings, LLC	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Royal London Asset Management Ltd	–	–	–	–	Not filed
Mutual of America Capital Management LLC	–	–	–	–	Not filed
Capital Innovations LLC	–	–	–	–	Not filed
King Luther Capital Management Corp	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
Fairvoy Private Wealth, LLC	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Banco Bilbao Vizcaya Argentaria, S.A.	–	–	–	–	Not filed
Keel Point, LLC	–	–	–	–	Not filed
Atria Investments LLC	–	–	–	–	Not filed
RFG Advisory, LLC	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Visionary Wealth Advisors	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
ARS Wealth Advisors Group, LLC	–	–	–	–	Not filed
Level Four Advisory Services, LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Associated Banc-Corp	–	–	–	–	Not filed
Cornerstone Wealth Group, LLC	–	–	–	–	Not filed
Rockland Trust Co	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
D.A. Davidson & Co.	–	–	–	–	Not filed
Sagefield Capital LP	–	–	–	–	Not filed
RWC Asset Management LLP	–	–	–	–	Not filed
Uhlmann Price Securities, LLC	–	–	–	–	Not filed
Foster Victor Wealth Advisors, LLC	–	–	–	–	Not filed
Spirepoint Private Client, LLC	–	–	–	–	Not filed
Azimuth Capital Investment Management LLC	–	–	–	–	Not filed
Mayflower Financial Advisors, LLC	–	–	–	–	Not filed
Cullinan Associates Inc	–	–	–	–	Not filed
Advocate Group LLC	–	–	–	–	Not filed
TCTC Holdings, LLC	–	–	–	–	Not filed
Principle Wealth Partners LLC	–	–	–	–	Not filed
Thrivent Financial for Lutherans	–	–	–	–	Not filed
Lighthouse Investment Partners, LLC	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed
Windle Wealth, LLC	–	–	–	–	Not filed
Am Investment Strategies LLC	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Ilex Capital Partners (UK) LLP	–	–	–	–	Not filed
Beacon Pointe Advisors, LLC	–	–	–	–	Not filed
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	–	–	–	–	Not filed
Summit Financial, LLC	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
First Fiduciary Investment Counsel, Inc.	–	–	–	–	Not filed
Lifeworks Advisors, LLC	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
Glenmede Trust Co NA	–	–	–	–	Not filed
Fiduciary Group LLC	–	–	–	–	Not filed
Guggenheim Capital LLC	–	–	–	–	Not filed
Chronos Wealth Management, LLC	–	–	–	–	Not filed
Thompson Siegel & Walmsley LLC	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
Gulf International Bank (UK) Ltd	–	–	–	–	Not filed
Osmosis Investment Management UK Ltd	–	–	–	–	Not filed
Thomasville National Bank	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
Sound View Wealth Advisors Group, LLC	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Sky Investment Group LLC	–	–	–	–	Not filed
Trajan Wealth LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Quadrature Capital Ltd	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Capitolis Liquid Global Markets LLC	–	–	–	–	Not filed
Alerus Financial NA	–	–	–	–	Not filed
Omers Administration Corp	–	–	–	–	Not filed
Simmons Bank	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Kempen Capital Management N.V.	–	–	–	–	Not filed
Parkside Investments, LLC	–	–	–	–	Not filed
Vident Advisory, LLC	–	–	–	–	Not filed
Eventide Asset Management, LLC	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Cushing Asset Management, LP	–	–	–	–	Not filed
Edmond de Rothschild Holding S.A.	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Saudi Central Bank	–	–	–	–	Not filed
Trustmark National Bank Trust Department	–	–	–	–	Not filed
Aull & Monroe Investment Management Corp	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
Alps Advisors Inc	–	–	–	–	Not filed
Allstate Corp	–	–	–	–	Not filed
Abn Amro Investment Solutions	–	–	–	–	Not filed
Marietta Wealth Management, LLC	–	–	–	–	Not filed
Naples Global Advisors, LLC	–	–	–	–	Not filed