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
Cornerstone Capital, Inc.	–	–	–	–	Not filed
Coastal Bridge Advisors, LLC	–	–	–	–	Not filed
Capital International Sarl	–	–	–	–	Not filed
Tiaa-Cref Individual & Institutional Services, LLC	–	–	–	–	Not filed
Apollon Financial, LLC	–	–	–	–	Not filed
Kentucky Trust Co	–	–	–	–	Not filed
Wesbanco Bank Inc	–	–	–	–	Not filed
Diversified Enterprises, LLC	–	–	–	–	Not filed
Brown Advisory Inc	–	–	–	–	Not filed
Marble Wealth, LLC	–	–	–	–	Not filed
First National Advisers, LLC	–	–	–	–	Not filed
Bailard, Inc.	–	–	–	–	Not filed
Parallax Volatility Advisers, L.P.	–	–	–	–	Not filed
D L Carlson Investment Group Inc	–	–	–	–	Not filed
Rench Wealth Management, Inc.	–	–	–	–	Not filed
Laurel Wealth Advisors LLC	–	–	–	–	Not filed
Pathway Financial Advisers, LLC	–	–	–	–	Not filed
Prime Capital Investment Advisors, LLC	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
HF Advisory Group, LLC	–	–	–	–	Not filed
Bank Ozk	–	–	–	–	Not filed
Red Cedar Investment Management, LLC	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
Great Lakes Retirement, Inc.	–	–	–	–	Not filed
MUFG Securities EMEA plc	–	–	–	–	Not filed
Wills Financial Group LLC	–	–	–	–	Not filed
Longbow Finance SA	–	–	–	–	Not filed
LuminArx Capital Management LP	–	–	–	–	Not filed
MTM Investment Management, LLC	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
Simplicity Wealth,LLC	–	–	–	–	Not filed
Mainstay Capital Management LLC	–	–	–	–	Not filed
GWN Securities Inc.	–	–	–	–	Not filed
Buckhead Capital Management LLC	–	–	–	–	Not filed
Robbins Farley LLC	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Buckingham Strategic Partners	–	–	–	–	Not filed
Palisade Asset Management, LLC	–	–	–	–	Not filed
OmniStar Financial Group, Inc.	–	–	–	–	Not filed
Peapack Gladstone Financial Corp	–	–	–	–	Not filed
Graham Capital Management, L.P.	–	–	–	–	Not filed
Kingsview Wealth Management, LLC	–	–	–	–	Not filed
Waterloo Capital, L.P.	–	–	–	–	Not filed
Sciencast Management LP	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
TrueWealth Advisors, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Ci Investments Inc.	–	–	–	–	Not filed
Financial Advisory Service, Inc.	–	–	–	–	Not filed
Daymark Wealth Partners, LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Picton Mahoney Asset Management	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
Folger Nolan Fleming Douglas Capital Management, Inc	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
Miller Howard Investments Inc	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Cary Street Partners Financial LLC	–	–	–	–	Not filed
Empirical Finance, LLC	–	–	–	–	Not filed
Plan Group Financial, LLC	–	–	–	–	Not filed
First Bank & Trust	–	–	–	–	Not filed
Citizens National Bank Trust Department	–	–	–	–	Not filed
High Point Wealth Management, LLC	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Essex Financial Services, Inc.	–	–	–	–	Not filed
Canandaigua National Bank & Trust Co	–	–	–	–	Not filed
Cullen Investment Group, Ltd.	–	–	–	–	Not filed
Family Legacy, Inc.	–	–	–	–	Not filed
All Terrain Financial Advisors, LLC	–	–	–	–	Not filed
Westwood Holdings Group Inc.	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
Pinnacle Wealth Management Advisory Group, LLC	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
Elo Mutual Pension Insurance Co	–	–	–	–	Not filed
Texas Yale Capital Corp.	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
OneAscent Wealth Management LLC	–	–	–	–	Not filed
Mosaic Family Wealth Partners, LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
Great Valley Advisor Group, Inc.	–	–	–	–	Not filed
Profund Advisors LLC	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Anchyra Partners LLC	–	–	–	–	Not filed
Naviter Wealth, LLC	–	–	–	–	Not filed
Mutual Advisors, LLC	–	–	–	–	Not filed
Everence Capital Management Inc	–	–	–	–	Not filed
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	–	–	–	–	Not filed
KCM Investment Advisors LLC	–	–	–	–	Not filed
Glenview Trust Co	–	–	–	–	Not filed
Birmingham Capital Management Co Inc	–	–	–	–	Not filed
Marshall Financial Group LLC	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
Lantz Financial LLC	–	–	–	–	Not filed
MUFG Securities Americas Inc.	–	–	–	–	Not filed
Leelyn Smith, LLC	–	–	–	–	Not filed
apricus wealth, LLC	–	–	–	–	Not filed
Walsky Investment Management, Inc.	–	–	–	–	Not filed