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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 5,513 | $527.6K | 0.01% | +5,513 | New |
| Fee-Only Financial Planning, L.C. | 5,518 | $528.1K | 0.28% | −350−6.0% | Reduced |
| Fjell Capital, LLC | 5,526 | $528.9K | 0.36% | +163+3.0% | Added |
| Stratos Wealth Advisors, LLC | 5,527 | $529.1K | 0.03% | +22+0.4% | Added |
| Motco | 5,542 | $530.4K | 0.05% | +24+0.4% | Added |
| Cohen Investment Advisors LLC | 5,557 | $531.9K | 0.24% | +230+4.3% | Added |
| Clarendon Private LLC | 5,567 | $532.8K | 0.34% | −853−13.3% | Reduced |
| GHP Investment Advisors, Inc. | 5,588 | $534.8K | 0.02% | +344+6.6% | Added |
| Bienville Capital Management, LLC | 5,607 | $536.6K | 0.08% | −707−11.2% | Reduced |
| Davy Global Fund Management Ltd | 5,625 | $538.4K | 0.03% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,626 | $538.5K | 0.21% | −34−0.6% | Reduced |
| Intrua Financial, LLC | 5,633 | $539.1K | 0.05% | +154+2.8% | Added |
| Zinnia Wealth Advisory, LLC | 5,652 | $541.0K | 0.55% | −394−6.5% | Reduced |
| Knollwood Investment Advisory, LLC | 5,663 | $542.0K | 0.05% | 00.0% | Unchanged |
| 6th Street Advisors, LLC | 5,670 | $542.7K | 0.31% | −75−1.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 5,673 | $543.0K | 0.14% | −93−1.6% | Reduced |
| First Dallas Securities Inc. | 5,675 | $543.2K | 0.18% | −60−1.0% | Reduced |
| Investors Research Corp | 5,676 | $543.3K | 0.10% | −54−0.9% | Reduced |
| LMR Partners LLP | 5,677 | $543.3K | 0.00% | +5,677 | New |
| Syverson Strege & Co | 5,686 | $544.2K | 0.12% | +5+0.1% | Added |
| Duncker Streett & Co Inc | 5,700 | $545.5K | 0.09% | 00.0% | Unchanged |
| Charter Trust Co | 5,706 | $546.1K | 0.03% | +61+1.1% | Added |
| Moss Adams Wealth Advisors LLC | 5,713 | $546.8K | 0.03% | +103+1.8% | Added |
| Hickory Point Bank & Trust | 5,732 | $548.6K | 0.33% | +225+4.1% | Added |
| Requisite Capital Management, LLC | 5,742 | $549.5K | 0.09% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 5,745 | $549.9K | 0.19% | +6+0.1% | Added |
| Linscomb & Williams, Inc. | 5,762 | $551.5K | 0.02% | +247+4.5% | Added |
| Diligent Investors, LLC | 5,790 | $554.2K | 0.12% | +4+0.1% | Added |
| Cross Staff Investments Inc | 5,835 | $558.5K | 0.33% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 5,839 | $558.8K | 0.12% | −118−2.0% | Reduced |
| Verus Financial Partners, Inc. | 5,854 | $560.3K | 0.05% | −96−1.6% | Reduced |
| Orion Investment Co | 5,855 | $560.4K | 0.16% | +10+0.2% | Added |
| Fortress Private Ledger, LLC | 5,856 | $560.5K | 0.15% | −103−1.7% | Reduced |
| Premier Path Wealth Partners, LLC | 5,875 | $562.3K | 0.06% | +431+7.9% | Added |
| Schulhoff & Co Inc | 5,875 | $562.3K | 0.23% | 00.0% | Unchanged |
| OMC Financial Services LTD | 5,877 | $562.5K | 0.19% | +10+0.2% | Added |
| Ballew Advisors, Inc | 5,748 | $563.2K | 0.29% | +3+0.1% | Added |
| MQS Management LLC | 5,886 | $563.3K | 0.69% | +5,886 | New |
| Reliant Investment Partners, LLC | 5,891 | $563.8K | 0.38% | −54−0.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,925 | $567.1K | 0.27% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,925 | $567.1K | 0.12% | +998+20.3% | Added |
| Central Bank & Trust Co | 5,934 | $567.9K | 0.08% | +5,934 | New |
| Legacy Financial Strategies, LLC | 5,938 | $568.3K | 0.09% | 00.0% | Unchanged |
| Union Savings Bank | 5,952 | $569.7K | 0.23% | −152−2.5% | Reduced |
| Calton & Associates, Inc. | 5,972 | $571.6K | 0.08% | +36+0.6% | Added |
| Formidable Asset Management, LLC | 5,924 | $571.8K | 0.09% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,990 | $573.3K | 0.07% | +431+7.8% | Added |
| Clearwave Capital, LLC | 6,017 | $575.9K | 0.32% | +557+10.2% | Added |
| MBL Wealth, LLC | 6,020 | $576.2K | 0.04% | −567−8.6% | Reduced |
| PFW Advisors LLC | 6,048 | $578.9K | 0.17% | +15+0.2% | Added |
| MBM Wealth Consultants, LLC | 6,060 | $580.0K | 0.11% | +608+11.2% | Added |
| Approach Retirement Advisors, LLC | 6,067 | $580.8K | 0.42% | +216+3.7% | Added |
| Independent Financial Group, LLC | 6,125 | $586.2K | 0.01% | +1,246+25.5% | Added |
| Mirador Capital Partners LP | 6,160 | $589.6K | 0.07% | −101−1.6% | Reduced |
| Univest Financial Corp | 6,174 | $590.9K | 0.03% | +2,009+48.2% | Added |
| SHP Wealth Management | 6,177 | $591.2K | 0.04% | +700+12.8% | Added |
| World Equity Group, Inc. | 6,176 | $591.8K | 0.13% | +3,107+101.2% | Added |
| Cranbrook Wealth Management, LLC | 6,186 | $592.1K | 0.11% | 00.0% | Unchanged |
| Integras Partners LLC | 6,198 | $593.2K | 0.33% | +173+2.9% | Added |
| Inscription Capital, LLC | 6,211 | $594.5K | 0.05% | +238+4.0% | Added |
| Welch & Forbes LLC | 6,216 | $594.9K | 0.01% | −100−1.6% | Reduced |
| Van Hulzen Asset Management, LLC | 6,221 | $595.4K | 0.04% | +210+3.5% | Added |
| Banco Santander, S.A. | 6,239 | $597.1K | 0.00% | −148−2.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,246 | $597.8K | 0.01% | −79−1.2% | Reduced |
| American National Bank | 6,254 | $598.6K | 0.05% | −11−0.2% | Reduced |
| Marathon Capital Management | 6,265 | $599.6K | 0.12% | +215+3.6% | Added |
| Berger Financial Group, Inc | 6,267 | $599.8K | 0.03% | −325−4.9% | Reduced |
| Capital Asset Advisory Services LLC | 6,298 | $602.8K | 0.02% | +2,325+58.5% | Added |
| Catalyst Financial Partners LLC | 6,300 | $603.0K | 0.06% | −558−8.1% | Reduced |
| White Lighthouse Investment Management Inc. | 6,309 | $603.8K | 0.08% | −3,296−34.3% | Reduced |
| Broyhill Asset Management | 6,317 | $604.6K | 0.54% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 6,317 | $604.6K | 0.03% | +2,859+82.7% | Added |
| Cooper Financial Group | 6,326 | $605.4K | 0.05% | −237−3.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,332 | $606.0K | 0.06% | −50−0.8% | Reduced |
| Builder Investment Group Inc | 6,337 | $606.5K | 0.12% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 6,347 | $607.5K | 0.12% | +16+0.3% | Added |
| Insigneo Advisory Services, LLC | 6,353 | $608.0K | 0.02% | +2,252+54.9% | Added |
| Chicago Capital, LLC | 6,357 | $608.4K | 0.01% | −18−0.3% | Reduced |
| Searle & Co. | 6,358 | $608.5K | 0.14% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,358 | $608.5K | 0.15% | 00.0% | Unchanged |
| First Foundation Advisors | 6,365 | $609.2K | 0.02% | +2,611+69.6% | Added |
| River Wealth Advisors LLC | 6,377 | $610.3K | 0.06% | 00.0% | Unchanged |
| BankPlus Trust Department | 6,386 | $611.2K | 0.14% | −349−5.2% | Reduced |
| Legacy Financial Advisors, Inc. | 6,387 | $611.3K | 0.07% | +656+11.4% | Added |
| Trust Co of Virginia | 6,411 | $613.6K | 0.05% | −144−2.2% | Reduced |
| Cordatus Wealth Management LLC | 6,416 | $613.9K | 0.13% | +57+0.9% | Added |
| L2 Asset Management, LLC | 6,417 | $614.2K | 0.06% | +502+8.5% | Added |
| ProVise Management Group, LLC | 6,443 | $616.7K | 0.04% | +7+0.1% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 6,454 | $617.7K | 0.26% | +918+16.6% | Added |
| Colonial Trust Advisors | 6,461 | $618.4K | 0.04% | +45+0.7% | Added |
| Tritonpoint Wealth, LLC | 6,479 | $620.1K | 0.06% | +6,479 | New |
| Novare Capital Management LLC | 6,484 | $620.6K | 0.04% | −400−5.8% | Reduced |
| PDS Planning, Inc | 6,492 | $621.3K | 0.04% | +173+2.7% | Added |
| Flagship Harbor Advisors, LLC | 6,493 | $621.5K | 0.02% | −59−0.9% | Reduced |
| Focused Alpha, LLC | 6,497 | $621.8K | 0.16% | +30.0% | Added |
| Forum Financial Management, LP | 6,538 | $625.8K | 0.01% | +286+4.6% | Added |
| Aventura Private Wealth, LLC | 6,539 | $625.8K | 0.19% | +51+0.8% | Added |
| Nilsine Partners, LLC | 6,547 | $626.6K | 0.04% | +44+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 6,549 | $626.8K | 0.03% | −348−5.0% | Reduced |
| Iams Wealth Management, LLC | 6,552 | $627.2K | 0.19% | +1,907+41.1% | Added |