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 5 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 |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 6,563 | $628.1K | 0.06% | −402−5.8% | Reduced |
| Los Angeles Capital Management LLC | 6,577 | $629.5K | 0.00% | −11,019−62.6% | Reduced |
| CSS LLC | 6,579 | $629.7K | 0.03% | +6,579 | New |
| Finward Bancorp | 6,586 | $630.3K | 0.48% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 6,592 | $630.9K | 0.03% | −200−2.9% | Reduced |
| Ironsides Asset Advisors, LLC | 6,595 | $631.2K | 0.15% | −175−2.6% | Reduced |
| United Capital Management of KS, Inc. | 6,606 | $632.2K | 0.08% | +229+3.6% | Added |
| Sax Wealth Advisors, LLC | 6,567 | $633.8K | 0.03% | +2,424+58.5% | Added |
| B&L Asset Management LLC | 6,647 | $636.2K | 0.22% | +952+16.7% | Added |
| BCR Wealth Strategies, LLC | 6,703 | $641.0K | 0.18% | +43+0.6% | Added |
| Wealth Alliance Advisory Group, LLC | 6,698 | $641.1K | 0.09% | +5+0.1% | Added |
| Cynosure Management, LLC | 6,709 | $642.1K | 0.10% | +6,709 | New |
| Samara Investment Management, LLC | 6,726 | $643.7K | 0.59% | +208+3.2% | Added |
| Beta Wealth Group, Inc. | 6,726 | $643.7K | 0.24% | +198+3.0% | Added |
| TritonPoint Partners, LLC | 6,731 | $644.2K | 0.05% | +6,731 | New |
| Good Harbor Advisors, Inc. | 6,740 | $645.2K | 0.63% | +134+2.0% | Added |
| Smithfield Trust Co | 6,750 | $646.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,772 | $648.1K | 0.06% | +5+0.1% | Added |
| Strategies Wealth Advisors, LLC | 6,787 | $649.6K | 0.06% | +444+7.0% | Added |
| Rather & Kittrell, Inc. | 6,816 | $652.4K | 0.09% | −505−6.9% | Reduced |
| Means Investment Co., Inc. | 6,828 | $653.5K | 0.05% | −799−10.5% | Reduced |
| David J Yvars Group | 6,830 | $653.7K | 0.32% | −105−1.5% | Reduced |
| Stony Point Wealth Management Inc. | 6,847 | $655.3K | 0.23% | +47+0.7% | Added |
| Sentry LLC | 6,851 | $655.7K | 0.18% | +20.0% | Added |
| Greenup Street Wealth Management LLC | 6,856 | $656.2K | 0.08% | +27+0.4% | Added |
| Davidson Trust Co | 6,864 | $657.0K | 0.26% | +102+1.5% | Added |
| Park Place Capital Corp | 6,878 | $658.3K | 0.10% | +523+8.2% | Added |
| 1st Source Bank | 6,882 | $658.7K | 0.03% | −494−6.7% | Reduced |
| Landmark Wealth Management, LLC | 6,901 | $660.5K | 0.16% | +929+15.6% | Added |
| Abound Wealth Management | 6,920 | $662.4K | 0.13% | −267−3.7% | Reduced |
| Richwood Investment Advisors, LLC | 6,943 | $664.5K | 0.47% | +460+7.1% | Added |
| Financial Enhancement Group LLC | 6,967 | $666.8K | 0.08% | +18+0.3% | Added |
| DB&C Advisors, LLC | 7,025 | $672.4K | 0.73% | +23+0.3% | Added |
| BCS Wealth Management | 7,030 | $672.8K | 0.12% | −80−1.1% | Reduced |
| Beacon Financial Group | 7,030 | $672.9K | 0.06% | −243−3.3% | Reduced |
| Thoroughbred Financial Services, LLC | 7,071 | $676.0K | 0.03% | +1,019+16.8% | Added |
| Client 1st Advisory Group, LLC | 7,089 | $678.5K | 0.18% | +286+4.2% | Added |
| Lathrop Investment Management Corp | 7,091 | $679.0K | 0.12% | −35−0.5% | Reduced |
| Summit Asset Management, LLC | 7,100 | $679.5K | 0.09% | −140−1.9% | Reduced |
| Destination Wealth Management | 7,101 | $679.6K | 0.02% | +22+0.3% | Added |
| Mason & Associates, LLC | 7,132 | $682.6K | 0.14% | 00.0% | Unchanged |
| Columbia Asset Management | 7,141 | $683.4K | 0.12% | −628−8.1% | Reduced |
| Grant Street Asset Management, Inc. | 7,148 | $684.1K | 0.11% | +7,148 | New |
| Baldwin Brothers Inc | 7,166 | $685.9K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,167 | $686.0K | 0.04% | −495−6.5% | Reduced |
| Viawealth, LLC | 7,169 | $686.1K | 0.35% | −55−0.8% | Reduced |
| Stokes Capital Advisors, LLC | 7,183 | $687.5K | 0.15% | +389+5.7% | Added |
| BluePath Capital Management, LLC | 7,206 | $689.7K | 0.38% | −12−0.2% | Reduced |
| WMG Financial Advisors, LLC | 7,213 | $690.3K | 0.26% | +107+1.5% | Added |
| Country Trust Bank | 7,228 | $691.8K | 0.01% | +86+1.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,230 | $692.0K | 0.18% | −226−3.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,271 | $695.9K | 0.12% | −15−0.2% | Reduced |
| W Advisors, LLC | 7,271 | $695.9K | 0.32% | +128+1.8% | Added |
| Atlantic Trust, LLC | 7,271 | $695.9K | 0.09% | +26+0.4% | Added |
| 3Chopt Investment Partners, LLC | 7,284 | $697.2K | 0.13% | −59−0.8% | Reduced |
| Beacon Investment Advisors LLC | 7,291 | $697.9K | 0.22% | −20.0% | Reduced |
| Davidson Investment Advisors | 7,300 | $698.7K | 0.03% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 7,323 | $700.8K | 0.39% | +7+0.1% | Added |
| Wulff, Hansen & Co. | 7,323 | $700.9K | 0.54% | −60−0.8% | Reduced |
| Wedbush Fund Advisers, LLC | 7,346 | $703.1K | 0.06% | +7,346 | New |
| Wealth Quarterback LLC | 7,349 | $703.4K | 0.22% | +2,260+44.4% | Added |
| RMB Capital Management, LLC | 7,353 | $703.8K | 0.01% | +392+5.6% | Added |
| Avestar Capital, LLC | 7,373 | $705.6K | 0.04% | −30−0.4% | Reduced |
| Daviman Financial, LLC | 7,397 | $707.9K | 0.39% | −49−0.7% | Reduced |
| LaFleur & Godfrey LLC | 7,403 | $708.6K | 0.08% | +347+4.9% | Added |
| Archetype Wealth Partners | 7,409 | $709.0K | 0.08% | −111−1.5% | Reduced |
| Summit Wealth Group LLC | 7,444 | $712.5K | 0.06% | +496+7.1% | Added |
| Pitcairn Wealth Advisors LLC | 7,455 | $713.5K | 0.08% | +7,455 | New |
| FourThought Financial Partners, LLC | 7,504 | $718.2K | 0.06% | +1,417+23.3% | Added |
| Skyline Advisors, Inc. | 7,507 | $718.5K | 0.23% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,555 | $723.1K | 0.50% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 7,570 | $724.5K | 0.28% | −30−0.4% | Reduced |
| Private Capital Management, LLC | 7,622 | $729.5K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 7,729 | $730.7K | 0.10% | −50−0.6% | Reduced |
| Northstar Advisory Group, LLC | 7,659 | $733.1K | 0.23% | +5+0.1% | Added |
| Archer Investment Corp | 7,663 | $733.4K | 0.14% | 00.0% | Unchanged |
| Garner Asset Management Corp | 7,669 | $734.0K | 0.24% | +48+0.6% | Added |
| Wealth Alliance | 7,678 | $734.9K | 0.06% | −17−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 7,680 | $735.0K | 0.03% | +19+0.2% | Added |
| Keudell/Morrison Wealth Management | 7,697 | $736.7K | 0.14% | −150−1.9% | Reduced |
| Probity Advisors, Inc. | 7,711 | $738.0K | 0.11% | −786−9.3% | Reduced |
| Element Wealth, LLC | 7,718 | $738.7K | 0.28% | −41−0.5% | Reduced |
| Roberts Glore & Co Inc | 7,727 | $739.6K | 0.18% | 00.0% | Unchanged |
| Dickmeyer Boyce Financial Management, Inc. | 7,745 | $741.3K | 0.38% | +5+0.1% | Added |
| Holistic Planning, LLC | 7,754 | $742.1K | 0.12% | +153+2.0% | Added |
| Certified Advisory Corp | 7,788 | $745.3K | 0.06% | −1,067−12.0% | Reduced |
| Adviser Investments LLC | 7,801 | $746.6K | 0.01% | +165+2.2% | Added |
| Atlas Wealth Partners, LLC | 7,802 | $746.7K | 0.82% | −150−1.9% | Reduced |
| Intrust Bank NA | 7,824 | $748.8K | 0.06% | −568−6.8% | Reduced |
| SageOak Financial, LLC | 7,844 | $750.7K | 0.49% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 7,867 | $753.0K | 0.35% | +28+0.4% | Added |
| Allred Capital Management, LLC | 7,879 | $754.1K | 0.25% | +9+0.1% | Added |
| 71 West Capital Partners | 7,924 | $758.4K | 0.03% | +2,224+39.0% | Added |
| Summitry LLC | 7,925 | $758.5K | 0.02% | +297+3.9% | Added |
| Successful Portfolios LLC | 7,975 | $761.4K | 0.36% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7,977 | $763.5K | 0.07% | +4,285+116.1% | Added |
| one8zero8, LLC | 7,989 | $764.7K | 0.15% | +8+0.1% | Added |
| M.E. Allison & Co., Inc. | 7,996 | $765.3K | 0.44% | 00.0% | Unchanged |
| Citizens Business Bank | 8,002 | $765.9K | 0.12% | +30+0.4% | Added |
| V-Square Quantitative Management LLC | 8,004 | $766.1K | 0.07% | +122+1.5% | Added |