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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
Retirement Planning Group––––Not filed
Kavar Capital Partners Group, LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
Fiduciary Alliance LLC––––Not filed
Advyzon Investment Management, LLC––––Not filed
American Assets Investment Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Nepsis, Inc.––––Not filed
Wealth Intelligence, LLC––––Not filed
Atom Investors LP––––Not filed
Brooks, Moore & Associates, Inc.––––Not filed
TD Private Client Wealth LLC––––Not filed
Frec Markets, Inc.––––Not filed
Capital Investment Advisory Services, LLC––––Not filed
Man Group plc––––Not filed
Wedbush Securities Inc––––Not filed
Southeast Asset Advisors Inc.––––Not filed
Sowell Financial Services LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
PFG Investments, LLC––––Not filed
Stamos Capital Partners, L.P.––––Not filed
Confluence Wealth Services, Inc.––––Not filed
Gladstone Institutional Advisory LLC––––Not filed
Accurate Wealth Management, LLC––––Not filed
Alaethes Wealth LLC––––Not filed
Mission Wealth Management, LP––––Not filed
Private Trust Co NA––––Not filed
Western Wealth Management, LLC––––Not filed
Cornerstone Advisory, LLC––––Not filed
Smith Chas P & Associates Pa Cpas––––Not filed
Reaves W H & Co Inc––––Not filed
Harbour Trust & Investment Management Co––––Not filed
Tempo Wealth, LLC––––Not filed
Trust Co of Vermont––––Not filed
AlphaCore Capital LLC––––Not filed
First United Bank Trust––––Not filed
Ritholtz Wealth Management––––Not filed
Zions Bancorporation, National Association––––Not filed
Patten & Patten Inc––––Not filed
Columbus Macro, LLC––––Not filed
LVZ Advisors, Inc.––––Not filed
Evergreen Capital Management LLC––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
NorthRock Partners, LLC––––Not filed
Altshuler Shaham Ltd––––Not filed
Miracle Mile Advisors, LLC––––Not filed
Snowden Capital Advisors LLC––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Essex LLC––––Not filed
Regal Investment Advisors LLC––––Not filed
Cohen Klingenstein LLC––––Not filed
Stock Yards Bank & Trust Co––––Not filed
Mechanics Bank Trust Department––––Not filed
Patrick Mauro Investment Advisor, INC.––––Not filed
MSH Capital Advisors LLC––––Not filed
Concord Wealth Partners––––Not filed
CAPROCK Group, Inc.––––Not filed
Americana Partners, LLC––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Benedict Financial Advisors Inc––––Not filed
Coppell Advisory Solutions LLC––––Not filed
NTV Asset Management LLC––––Not filed
LongView Wealth Management––––Not filed
Vontobel Holding Ltd.––––Not filed
Parsons Capital Management Inc––––Not filed
Nicholson Wealth Management Group, LLC––––Not filed
T. Rowe Price Investment Management, Inc.––––Not filed
Mayfair Advisory Group, LLC––––Not filed
LMG Wealth Partners, LLC––––Not filed
NovaPoint Capital, LLC––––Not filed
Compass Wealth Management, LLC––––Not filed
Invesco, LLC––––Not filed
Regent Peak Wealth Advisors LLC––––Not filed
Town & Country Bank & Trust CO dba First Bankers Trust CO––––Not filed
Venture Visionary Partners LLC––––Not filed
Fidelis Capital Partners, LLC––––Not filed
Tema ETFs LLC––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Kovack Advisors, Inc.––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Oak Harbor Wealth Partners, LLC––––Not filed
Canal Insurance CO––––Not filed
ICW Investment Advisors LLC––––Not filed
Mystic Asset Management, Inc.––––Not filed
Weaver Capital Management LLC––––Not filed
Advisor OS, LLC––––Not filed
Rollins Financial Advisors, LLC––––Not filed
Allen Capital Group, LLC––––Not filed
Allen Mooney & Barnes Investment Advisors LLC––––Not filed
Candriam Luxembourg S.C.A.––––Not filed
Aviva PLC––––Not filed
Brighton Jones LLC––––Not filed
NBC Securities, Inc.––––Not filed
Gateway Wealth Partners, LLC––––Not filed
Register Financial Advisors LLC––––Not filed
Larson Financial Group LLC––––Not filed
Cohen Capital Management, Inc.––––Not filed
DRW Securities, LLC––––Not filed