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.
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
- 2,371
- +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
- 730 more reduced
29 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $451.5K | 0.25% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 4,873 | $451.7K | 0.07% | −75−1.5% | Reduced |
| Founders Financial Alliance, LLC | 4,728 | $452.6K | 0.06% | −300−6.0% | Reduced |
| Prosperity Financial Group, Inc. | 4,777 | $457.2K | 0.14% | −168−3.4% | Reduced |
| Turning Point Benefit Group, Inc. | 4,786 | $457.8K | 0.20% | +810+20.4% | Added |
| Stanley-Laman Group, Ltd. | 4,797 | $459.1K | 0.05% | +4,797 | New |
| RB Capital Management, LLC | 4,799 | $459.3K | 0.09% | −57−1.2% | Reduced |
| Titleist Asset Management, LLC | 4,802 | $459.6K | 0.03% | +178+3.8% | Added |
| Berkshire Bank | 4,804 | $459.8K | 0.09% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,814 | $460.8K | 0.02% | −205−4.1% | Reduced |
| Crews Bank & Trust | 4,821 | $461.4K | 0.06% | +461+10.6% | Added |
| Ridge Creek Global, Inc | 4,824 | $461.7K | 0.36% | −275−5.4% | Reduced |
| 4WEALTH Advisors, Inc. | 4,778 | $462.2K | 0.35% | +47+1.0% | Added |
| Bridgewater Advisors Inc. | 5,212 | $463.2K | 0.03% | +82+1.6% | Added |
| VeraBank, N.A. | 4,840 | $463.2K | 0.08% | −370−7.1% | Reduced |
| RF&L Wealth Management, LLC | 4,852 | $464.3K | 0.31% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 4,870 | $466.1K | 0.03% | −50−1.0% | Reduced |
| CMG Global Holdings, LLC | 4,870 | $466.1K | 0.20% | −28−0.6% | Reduced |
| Heritage Investors Management Corp | 4,881 | $467.0K | 0.01% | −275−5.3% | Reduced |
| AdviceOne Advisory Services, LLC | 4,900 | $469.0K | 0.26% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,902 | $469.2K | 0.02% | −757−13.4% | Reduced |
| Vista Investment Partners II, LLC | 4,906 | $469.5K | 0.18% | +21+0.4% | Added |
| McGowan Group Asset Management, Inc. | 4,907 | $469.7K | 0.06% | +34+0.7% | Added |
| Truvestments Capital LLC | 4,912 | $470.1K | 0.07% | −4−0.1% | Reduced |
| Cambria Investment Management, L.P. | 4,921 | $471.0K | 0.02% | +686+16.2% | Added |
| Nadler Financial Group, Inc. | 4,922 | $471.1K | 0.04% | +147+3.1% | Added |
| Sound Income Strategies, LLC | 4,930 | $471.8K | 0.02% | −2,023−29.1% | Reduced |
| Fusion Capital, LLC | 4,932 | $472.1K | 0.11% | +22+0.4% | Added |
| Penobscot Investment Management Company, Inc. | 4,935 | $472.3K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 4,944 | $473.2K | 0.01% | −83−1.7% | Reduced |
| Camden National Bank | 4,944 | $473.2K | 0.06% | +4,944 | New |
| Compass Financial Management LLC | 5,033 | $474.8K | 0.06% | +5,033 | New |
| Wynn Capital, LLC | 4,971 | $475.8K | 0.21% | +55+1.1% | Added |
| LVM Capital Management Ltd | 4,974 | $476.0K | 0.04% | 00.0% | Unchanged |
| Alessandra Capital Management, LLC | 4,980 | $476.6K | 0.34% | −500−9.1% | Reduced |
| Triad Wealth Partners, LLC | 5,144 | $478.1K | 0.03% | −5,235−50.4% | Reduced |
| Bridges Investment Management Inc | 4,996 | $478.2K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,000 | $478.6K | 0.11% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 5,000 | $478.6K | 0.08% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 5,002 | $478.7K | 0.43% | −429−7.9% | Reduced |
| Tranquility Partners, LLC | 5,012 | $479.7K | 0.16% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 5,015 | $480.0K | 0.02% | −58−1.1% | Reduced |
| Kathmere Capital Management, LLC | 5,021 | $480.6K | 0.03% | +2,316+85.6% | Added |
| Argent Advisors, Inc. | 5,035 | $481.9K | 0.12% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5,037 | $482.1K | 0.04% | 00.0% | Unchanged |
| Vantus Wealth LLC | 5,039 | $482.3K | 0.26% | +5,039 | New |
| Resolute Capital, LLC | 5,046 | $483.0K | 0.17% | +258+5.4% | Added |
| Capital Investment Counsel, Inc | 5,055 | $483.8K | 0.05% | −50−1.0% | Reduced |
| Annex Advisory Services, LLC | 5,055 | $483.8K | 0.01% | −82−1.6% | Reduced |
| Conning Inc. | 5,087 | $486.9K | 0.01% | −197−3.7% | Reduced |
| Axq Capital, LP | 5,095 | $487.6K | 0.05% | −4,871−48.9% | Reduced |
| Doliver Advisors, LP | 5,098 | $487.9K | 0.11% | −80−1.5% | Reduced |
| Slagle Financial, LLC | 5,098 | $488.0K | 0.15% | −29,705−85.4% | Reduced |
| Wilkins Investment Counsel Inc | 5,100 | $488.1K | 0.07% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 5,100 | $488.1K | 0.28% | +37+0.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $488.5K | 0.23% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 5,115 | $489.6K | 0.22% | −22−0.4% | Reduced |
| Aspiriant, LLC | 5,119 | $490.0K | 0.01% | +191+3.9% | Added |
| Pinnacle West Asset Management, Inc. | 5,125 | $491.0K | 0.34% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 5,133 | $491.3K | 0.02% | +311+6.4% | Added |
| WealthTrust Axiom LLC | 5,138 | $491.7K | 0.11% | −9−0.2% | Reduced |
| Shrier Wealth Management, LLC | 5,138 | $491.8K | 0.17% | +190+3.8% | Added |
| LCNB Corp | 5,150 | $492.9K | 0.15% | −186−3.5% | Reduced |
| Cladis Investment Advisory, LLC | 5,160 | $493.9K | 0.23% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 5,185 | $496.3K | 0.20% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,215 | $499.1K | 0.02% | +350+7.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,217 | $499.3K | 0.07% | +14+0.3% | Added |
| Argus Investors' Counsel, Inc. | 5,230 | $500.6K | 0.39% | +18+0.3% | Added |
| Hartline Investment Corp | 5,260 | $503.4K | 0.04% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,262 | $503.6K | 0.09% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,270 | $504.4K | 0.01% | −11−0.2% | Reduced |
| Versant Capital Management, Inc | 5,277 | $505.1K | 0.05% | +583+12.4% | Added |
| HighPoint Advisor Group LLC | 5,280 | $505.3K | 0.02% | +713+15.6% | Added |
| Fonville Wealth Management LLC | 5,296 | $506.9K | 0.08% | +304+6.1% | Added |
| First Business Financial Services, Inc. | 5,311 | $508.3K | 0.04% | +50+1.0% | Added |
| Cozad Asset Management Inc | 5,318 | $509.0K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,331 | $510.3K | 0.09% | +142+2.7% | Added |
| Gratus Wealth Advisors, LLC | 5,333 | $510.4K | 0.06% | +103+2.0% | Added |
| Bath Savings Trust Co | 5,334 | $510.5K | 0.05% | +802+17.7% | Added |
| Wealthcare Capital Management LLC | 5,335 | $510.6K | 0.05% | −3−0.1% | Reduced |
| Inspire Advisors, LLC | 5,352 | $511.7K | 0.04% | +542+11.3% | Added |
| Red Wave Investments LLC | 5,348 | $511.8K | 0.13% | −556−9.4% | Reduced |
| XTX Topco Ltd | 5,350 | $512.0K | 0.01% | +5,350 | New |
| Armstrong Advisory Group, Inc | 5,351 | $512.2K | 0.03% | +5+0.1% | Added |
| PSI Advisors, LLC | 5,373 | $514.3K | 0.12% | +159+3.0% | Added |
| Mirabella Financial Services LLP | 5,377 | $514.6K | 0.05% | +2,357+78.0% | Added |
| Childress Capital Advisors, LLC | 5,383 | $515.2K | 0.08% | −619−10.3% | Reduced |
| Clarity Wealth Development LLC | 5,396 | $516.5K | 0.29% | −34−0.6% | Reduced |
| Congress Asset Management Co | 5,411 | $517.9K | 0.00% | −25−0.5% | Reduced |
| Kapstone Financial Advisors LLC | 5,415 | $518.3K | 0.22% | −186−3.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 5,422 | $518.9K | 0.03% | −1,234−18.5% | Reduced |
| Wealth Management Associates, Inc. | 5,423 | $519.0K | 0.14% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,443 | $520.9K | 0.14% | +16+0.3% | Added |
| BOS Asset Management, LLC | 5,447 | $521.4K | 0.12% | +20.0% | Added |
| Mathes Company, Inc. | 5,450 | $522.0K | 0.16% | 00.0% | Unchanged |
| Gainline Financial Partners, LLC | 5,464 | $523.0K | 0.49% | +5,464 | New |
| Chicago Trust Co NA | 5,478 | $524.3K | 0.08% | +250+4.8% | Added |
| Trinity Financial Advisors LLC | 5,493 | $525.8K | 0.14% | −337−5.8% | Reduced |
| Thrive Wealth Management, LLC | 5,497 | $526.1K | 0.07% | −87−1.6% | Reduced |
| Hilton Head Capital Partners, LLC | 5,505 | $526.9K | 0.27% | +4+0.1% | Added |