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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
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
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
West Paces Advisors Inc.––––Not filed
Avantax Planning Partners, Inc.––––Not filed
Modern Wealth Management, LLC––––Not filed
Little House Capital LLC––––Not filed
Spartan Wealth Advisory Services LLC––––Not filed
Baldwin Investment Management, LLC––––Not filed
Pettyjohn, Wood & White, Inc––––Not filed
Woodmont Investment Counsel LLC––––Not filed
Courier Capital LLC––––Not filed
Waters Parkerson & Co., LLC––––Not filed
Adalta Capital Management LLC––––Not filed
Rockline Wealth Management, LLC––––Not filed
North Dakota State Investment Board––––Not filed
Pacitti Group Inc.––––Not filed
Shoker Investment Counsel, Inc.––––Not filed
Legacy Financial Independent Advisors LLC––––Not filed
Sovereign Financial Group, Inc.––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
M3 Wealth Management, LLC––––Not filed
GAM Holding AG––––Not filed
Ieq Capital, LLC––––Not filed
Great Lakes Advisors, LLC––––Not filed
First National Trust Co––––Not filed
Ethic Inc.––––Not filed
Intact Investment Management Inc.––––Not filed
BIP Wealth, LLC––––Not filed
Exchange Traded Concepts, LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Odyssean, LLC––––Not filed
Murphy, Middleton, Hinkle & Parker, Inc.––––Not filed
Caldwell Trust Co––––Not filed
SNS Financial Group, LLC––––Not filed
South State Corp.––––Not filed
GAMMA Investing LLC––––Not filed
CIBC World Markets Inc.––––Not filed
Geneos Wealth Management Inc.––––Not filed
Koshinski Asset Management, Inc.––––Not filed
Marshall Wace, LLP––––Not filed
Systematic Alpha Investments, LLC––––Not filed
Chemung Canal Trust Co––––Not filed
Coldstream Capital Management Inc––––Not filed
Securian Asset Management, Inc––––Not filed
Dockside LLC––––Not filed
Donaldson Capital Management, LLC––––Not filed
Pullen Investment Management, LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Biltmore Family Office, LLC––––Not filed
Apella Capital, LLC––––Not filed
Old North State Trust, LLC––––Not filed
Broadwater Capital Management LLC––––Not filed
Greenleaf Trust––––Not filed
Kentucky Retirement Systems Insurance Trust Fund––––Not filed
Jacobi Capital Management LLC––––Not filed
Churchill Financial Advisors, LLC––––Not filed
Bokf, NA––––Not filed
Hilltop National Bank––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Hayek Kallen Investment Management––––Not filed
Tyche Wealth Partners LLC––––Not filed
Holderness Investments Co––––Not filed
Rahlfs Capital, LLC––––Not filed
Linden Thomas Advisory Services, LLC––––Not filed
Assetmark, Inc––––Not filed
Vectors Research Management, LLC––––Not filed
Hancock Whitney Corp––––Not filed
Red Door Wealth Management, LLC––––Not filed
Stolper Co––––Not filed
Inman Jager Wealth Management, LLC––––Not filed
Equitable Trust Co––––Not filed
Excelsior Advisor Network LLC––––Not filed
Capital Square, LLC––––Not filed
McRae Capital Management Inc––––Not filed
M&G Plc––––Not filed
Farmers & Merchants Trust Co of Chambersburg PA––––Not filed
Fulton Bank, N.A.––––Not filed
Marietta Investment Partners LLC––––Not filed
Aurora Investment Counsel––––Not filed
Canada Post Corp Registered Pension Plan––––Not filed
Johnson Investment Counsel Inc––––Not filed
Hilltop Holdings Inc.––––Not filed
Bessemer Group Inc––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
ZWJ Investment Counsel Inc––––Not filed
Argyle Capital Management Inc.––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Delta Global Management LP––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Aprio Wealth Management, LLC––––Not filed
Principal Securities, Inc.––––Not filed
WCG Wealth Advisors LLC––––Not filed
Armis Advisers, LLC––––Not filed
Ascent Wealth Partners, LLC––––Not filed
John G Ullman & Associates Inc––––Not filed
Advanced Asset Management Advisors Inc––––Not filed
Meeder Advisory Services, Inc.––––Not filed
B. Metzler seel. Sohn & Co. AG––––Not filed
Verdence Capital Advisors LLC––––Not filed
Lineweaver Wealth Advisors, LLC––––Not filed
Klein Pavlis & Peasley Financial, Inc.––––Not filed
Cape Investment Advisory, Inc.––––Not filed