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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
TCW Group Inc––––Not filed
LeConte Wealth Management, LLC––––Not filed
Pacific Wealth Strategies Group, Inc.––––Not filed
Shelton Capital Management––––Not filed
WJ Financial Advisors LLC––––Not filed
Change Path, LLC––––Not filed
Smith Thornton Advisors LLC––––Not filed
NBT Bank N A––––Not filed
Wedmont Private Capital––––Not filed
Bahl & Gaynor Inc––––Not filed
Spire Wealth Management––––Not filed
LBMC Investment Advisors, LLC––––Not filed
SWAN Capital LLC––––Not filed
Eagle Rock Investment Company, LLC––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Focus Financial Network, Inc.––––Not filed
Arete Wealth Advisors, LLC––––Not filed
Hudson Valley Investment Advisors Inc––––Not filed
Diversified Trust Co––––Not filed
Wellington Shields & Co., LLC––––Not filed
Adapt Wealth Advisors, LLC––––Not filed
Verity & Verity, LLC––––Not filed
CWS Financial Advisors, LLC––––Not filed
Primoris Wealth Advisors, LLC––––Not filed
Peoples Financial Services Corp.––––Not filed
Monte Financial Group, LLC––––Not filed
Cliftonlarsonallen Wealth Advisors, LLC––––Not filed
Gleason Group, Inc.––––Not filed
Smith, Moore & Co.––––Not filed
Tower Bridge Advisors––––Not filed
Old Port Advisors––––Not filed
Savvy Advisors, Inc.––––Not filed
Lebenthal Global Advisors, LLC––––Not filed
Consolidated Planning Corp––––Not filed
Armor Investment Advisors, LLC––––Not filed
Jeppson Wealth Management, LLC––––Not filed
Ascent Group, LLC––––Not filed
Constant Guidance Financial LLC––––Not filed
Ipswich Investment Management Co., Inc.––––Not filed
Cannon Financial Strategists, Inc.––––Not filed
Ethos Financial Group, LLC––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Bridgewater Associates, LP––––Not filed
Agp Franklin, LLC––––Not filed
Dearborn Partners LLC––––Not filed
Romano Brothers and Company––––Not filed
CapWealth Advisors, LLC––––Not filed
SBI Securities Co., Ltd.––––Not filed
Advisory Alpha, LLC––––Not filed
Cresset Asset Management, LLC––––Not filed
Pinebridge Investments LLC––––Not filed
Fca Corp––––Not filed
Granite Islands Private Wealth, LLC––––Not filed
Generali Investments CEE, investicni spolecnost, a.s.––––Not filed
VestGen Advisors, LLC––––Not filed
Aaron Wealth Advisors––––Not filed
Maia Wealth LLC––––Not filed
Concord Asset Management, LLC––––Not filed
Bangor Savings Bank––––Not filed
Kentucky Farm Bureau Mutual Insurance Co––––Not filed
Cornell Pochily Investment Advisors, Inc.––––Not filed
Retirement Guys Formula LLC––––Not filed
Sumitomo Life Insurance Co––––Not filed
Everstar Asset Management, LLC––––Not filed
Earnest Partners LLC––––Not filed
First City Capital Management, Inc.––––Not filed
High Net Worth Advisory Group LLC––––Not filed
Sargent Investment Group, LLC––––Not filed
Stiles Financial Services Inc––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Two Sigma Securities, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Flputnam Investment Management Co––––Not filed
Main Street Financial Solutions, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Powers Advisory Group, LLC––––Not filed
Silvercrest Asset Management Group LLC––––Not filed
EPG Wealth Management LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Elevate Wealth Advisory, Inc––––Not filed
Venturi Wealth Management, LLC––––Not filed
Silver Oak Securities, Inc––––Not filed
Valmark Advisers, Inc.––––Not filed
Core Capital Management & Research, inc.––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed
Spreng Capital Management, Inc.––––Not filed
Investor's Fiduciary Advisor Network, LLC––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
Brady Family Wealth, LLC––––Not filed
Syon Capital LLC––––Not filed
Ti-Trust, Inc––––Not filed
Symphony Financial, Ltd. Co.––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Philadelphia Trust Co––––Not filed
Berkeley Capital Partners, LLC––––Not filed
NLB Skladi, upravljanje premozenja, d.o.o.––––Not filed
Park National Corp––––Not filed