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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Southern Co as of Jun 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
- Institutional holders
- 2,370
- +33 vs. Q1 2026
- Shares held
- 834.3M
- +47.0M (+6.0%) vs. Q1 2026
- Total value
- $79.9B
- +$3.90B (+5.1%) vs. Q1 2026
- New holders
- 147
- 1,106 more added
- Sold out
- 114
- 729 more reduced
30 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,370 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Meeder Asset Management Inc | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $96 | 0.00% | +1 | New |
| Sankala Group LLC | 3 | $277 | 0.00% | +3 | New |
| Cordant, Inc. | 3 | $284 | 0.00% | +3 | New |
| Hurley Capital, LLC | 4 | $386 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 5 | $479 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $479 | 0.00% | +5 | New |
| Central Pacific Bank - Trust Division | 5 | $479 | 0.00% | +5 | New |
| Breakwater Investment Management | 6 | $575 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7 | $656 | 0.00% | +7 | New |
| Y.D. More Investments Ltd | 2,420 | $778 | 0.00% | +442+22.3% | Added |
| CKW Financial Group | 9 | $1.00K | 0.00% | +9 | New |
| Mountain Hill Investment Partners Corp. | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 11 | $1.05K | 0.00% | +11 | New |
| Orion Capital Management LLC | 14 | $1.34K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 14 | $1.34K | 0.00% | +7+100.0% | Added |
| Phillip James Consulting Co. | 14 | $1.34K | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 17 | $1.63K | 0.00% | +8+88.9% | Added |
| Vanguard Advisers Inc | 19 | $1.82K | 0.00% | +19 | New |
| 10Elms LLP | 20 | $1.91K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.92K | 0.00% | −200−90.9% | Reduced |
| Your Advocates Ltd., LLP | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 22 | $2.11K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 22 | $2.11K | 0.00% | +4+22.2% | Added |
| Raffa Wealth Management, LLC | 23 | $2.20K | 0.00% | −59−72.0% | Reduced |
| Osbon Capital Management LLC | 23 | $2.20K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $2.39K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $2.49K | 0.00% | +26 | New |
| Whipplewood Advisors, LLC | 30 | $2.87K | 0.00% | −43−58.9% | Reduced |
| Hollencrest Capital Management | 30 | $2.87K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 30 | $2.92K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 31 | $2.97K | 0.00% | +31 | New |
| CBIZ Investment Advisory Services, LLC | 31 | $2.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 34 | $3.25K | 0.00% | −20−37.0% | Reduced |
| Peterson Wealth Services | 36 | $3.45K | 0.00% | +36 | New |
| Provenance Wealth Advisors, LLC | 38 | $3.64K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 39 | $3.73K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 42 | $4.02K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 44 | $4.21K | 0.00% | −734−94.3% | Reduced |
| Atlas Capital Advisors LLC | 47 | $4.50K | 0.00% | −15−24.2% | Reduced |
| WestEnd Advisors, LLC | 52 | $4.98K | 0.00% | +5+10.6% | Added |
| PayPay Securities Corp | 53 | $5.07K | 0.19% | +2+3.9% | Added |
| McGuire Capital Advisors Inc | 56 | $5.36K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 58 | $5.54K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 61 | $5.88K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 64 | $6.09K | 0.00% | −6−8.6% | Reduced |
| Burkett Financial Services, LLC | 64 | $6.14K | 0.00% | +1+1.6% | Added |
| Westend Capital Management, LLC | 67 | $6.45K | 0.00% | +67 | New |
| Valued Wealth Advisors LLC | 69 | $6.60K | 0.00% | −25−26.6% | Reduced |
| Park Square Financial Group, LLC | 70 | $6.70K | 0.06% | −15−17.6% | Reduced |
| Richard W. Paul & Associates, LLC | 76 | $7.27K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 80 | $7.66K | 0.00% | −1−1.2% | Reduced |
| Carolina Wealth Advisors, LLC | 81 | $7.75K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 93 | $8.00K | 0.00% | −10,080−99.1% | Reduced |
| Brooklyn FI, LLC | 87 | $8.34K | 0.00% | +87 | New |
| Cherry Tree Wealth Management, LLC | 91 | $8.71K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $9.57K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $9.57K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $9.57K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 104 | $9.96K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 105 | $10.1K | 0.01% | +44+72.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 106 | $10.1K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 116 | $11.1K | 0.04% | +69+146.8% | Added |
| Bay Harbor Wealth Management, LLC | 120 | $11.5K | 0.00% | +20+20.0% | Added |
| Imprint Wealth LLC | 121 | $11.6K | 0.05% | 00.0% | Unchanged |
| Sfam, LLC | 123 | $11.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 129 | $12.3K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 129 | $12.3K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 132 | $12.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 136 | $13.0K | 0.00% | +112+466.7% | Added |
| Activest Wealth Management | 137 | $13.1K | 0.00% | −244−64.0% | Reduced |
| Stephenson National Bank & Trust | 140 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 141 | $13.5K | 0.01% | −329−70.0% | Reduced |
| Principia Wealth Advisory, LLC | 142 | $13.6K | 0.01% | +50+54.3% | Added |
| Elevated Capital Advisors, LLC | 146 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 147 | $14.1K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 150 | $14.4K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 150 | $14.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 156 | $14.9K | 0.00% | +66+73.3% | Added |
| Financial Life Planners | 158 | $15.1K | 0.01% | +2+1.3% | Added |
| Downshift Financial, LLC | 158 | $15.1K | 0.01% | +158 | New |
| Atomic Invest LLC | 157 | $15.2K | 0.00% | −6−3.7% | Reduced |
| Rialto Wealth Management, LLC | 159 | $15.2K | 0.00% | +40+33.6% | Added |
| Strengthening Families & Communities, LLC | 161 | $15.4K | 0.00% | +10+6.6% | Added |
| Evermay Wealth Management LLC | 170 | $16.2K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 179 | $17.1K | 0.01% | −34−16.0% | Reduced |
| Bare Financial Services, Inc | 179 | $17.1K | 0.00% | +69+62.7% | Added |
| Vanguard National Trust Co | 180 | $17.2K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 184 | $17.7K | 0.01% | +2+1.1% | Added |
| Quaker Wealth Management, LLC | 194 | $18.6K | 0.01% | −45−18.8% | Reduced |
| Riverview Trust Co | 194 | $18.6K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 194 | $18.6K | 0.01% | +86+79.6% | Added |
| Financial Network Wealth Advisors LLC | 195 | $18.7K | 0.02% | +3+1.6% | Added |
| Tower View Investment Management & Research LLC | 197 | $18.9K | 0.01% | +1+0.5% | Added |
| Navigoe, LLC | 205 | $19.0K | 0.01% | +5+2.5% | Added |