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 |
|---|---|---|---|---|---|
| Evolve Private Wealth, LLC | 9,463 | $905.7K | 0.06% | +6,372+206.1% | Added |
| LVW Advisors, LLC | 9,471 | $906.5K | 0.08% | +1,172+14.1% | Added |
| Commerzbank Aktiengesellschaft | 9,476 | $907.0K | 0.02% | −2,176−18.7% | Reduced |
| Howard Capital Management Group, LLC | 9,518 | $910.9K | 0.06% | −180−1.9% | Reduced |
| Cookson Peirce & Co Inc | 9,528 | $911.9K | 0.03% | 00.0% | Unchanged |
| William Allan, LLC | 9,556 | $914.6K | 0.45% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 9,568 | $915.8K | 0.33% | −45−0.5% | Reduced |
| EntryPoint Capital, LLC | 9,568 | $915.8K | 0.22% | +9,568 | New |
| Ancora Advisors, LLC | 9,617 | $920.4K | 0.02% | −1,366−12.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,624 | $921.1K | 0.01% | +52+0.5% | Added |
| Elequin Capital LP | 9,638 | $922.5K | 0.03% | +7,655+386.0% | Added |
| Monument Capital Management | 9,647 | $923.3K | 0.19% | +9,647 | New |
| First County Bank | 9,656 | $924.2K | 0.43% | −175−1.8% | Reduced |
| Panagora Asset Management Inc | 9,662 | $924.8K | 0.00% | −25,220−72.3% | Reduced |
| Plimoth Trust Co LLC | 9,687 | $927.1K | 0.19% | −25−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 9,781 | $936.2K | 0.01% | +1,819+22.8% | Added |
| Gsa Capital Partners LLP | 9,794 | $937.0K | 0.06% | +1,746+21.7% | Added |
| Excalibur Management Corp | 9,819 | $939.8K | 0.31% | +80+0.8% | Added |
| Engineers Gate Manager LP | 9,821 | $940.0K | 0.01% | +3,072+45.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,850 | $942.8K | 0.11% | +370+3.9% | Added |
| Sunburst Financial Group, LLC | 9,909 | $948.4K | 0.16% | +7+0.1% | Added |
| Thompson David Blair | 9,909 | $948.4K | 0.47% | +1,341+15.7% | Added |
| HM Payson & Co | 9,929 | $950.3K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 9,940 | $951.4K | 0.20% | −210−2.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,943 | $951.6K | 0.10% | +3,787+61.5% | Added |
| Marco Investment Management LLC | 9,966 | $953.8K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 9,971 | $954.3K | 0.00% | −205,761−95.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,973 | $954.5K | 0.03% | −878−8.1% | Reduced |
| Claro Advisors LLC | 9,987 | $955.8K | 0.10% | −15−0.1% | Reduced |
| Home Federal Bank of Tennessee | 9,995 | $956.6K | 0.21% | +150+1.5% | Added |
| Huber Capital Management LLC | 10,018 | $958.8K | 0.14% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 10,038 | $960.7K | 0.54% | +20.0% | Added |
| Kingsman Wealth Management, Inc. | 10,062 | $963.0K | 0.45% | +20.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 10,083 | $965.0K | 0.22% | +619+6.5% | Added |
| ISAM Funds (UK) Ltd | 10,100 | $966.7K | 0.68% | −14,737−59.3% | Reduced |
| Rogco, LP | 10,115 | $968.1K | 0.30% | −182−1.8% | Reduced |
| Investment Planning Advisors, Inc. | 10,123 | $968.8K | 0.22% | +2,550+33.7% | Added |
| Patten Group, Inc. | 10,142 | $970.7K | 0.15% | +2,306+29.4% | Added |
| Avidian Wealth Solutions, LLC | 10,153 | $971.8K | 0.03% | +2,210+27.8% | Added |
| Avanza Fonder AB | 10,296 | $985.4K | 0.02% | +8,923+649.9% | Added |
| Walter & Keenan Financial Consulting Co | 10,330 | $988.7K | 0.24% | +201+2.0% | Added |
| Reuter James Wealth Management, LLC | 10,333 | $989.0K | 0.13% | +398+4.0% | Added |
| Caitong International Asset Management Co., Ltd | 10,346 | $990.2K | 0.14% | +10,342+258,550.0% | Added |
| Smith, Salley & Associates | 10,380 | $993.5K | 0.04% | −147−1.4% | Reduced |
| Washington Trust Co | 10,402 | $995.6K | 0.03% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 10,402 | $995.6K | 0.32% | −84−0.8% | Reduced |
| HBW Advisory Services LLC | 10,408 | $996.2K | 0.09% | +173+1.7% | Added |
| RS Crum Inc. | 10,413 | $996.6K | 0.19% | −832−7.4% | Reduced |
| St. Johns Investment Management Company, LLC | 10,454 | $1.00M | 0.38% | +144+1.4% | Added |
| SeaCrest Wealth Management, LLC | 10,461 | $1.00M | 0.11% | +281+2.8% | Added |
| OneAscent Financial Services LLC | 10,467 | $1.00M | 0.05% | −903−7.9% | Reduced |
| Acorn Wealth Advisors, LLC | 10,468 | $1.00M | 0.24% | +52+0.5% | Added |
| Bradley Foster & Sargent Inc | 10,495 | $1.00M | 0.01% | +402+4.0% | Added |
| Kennedy Investment Group | 10,501 | $1.01M | 0.34% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,508 | $1.01M | 0.29% | −127−1.2% | Reduced |
| Northern Oak Wealth Management Inc | 10,518 | $1.01M | 0.11% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,518 | $1.01M | 0.03% | +735+7.5% | Added |
| Pine Valley Investments Ltd Liability Co | 10,537 | $1.01M | 0.04% | +263+2.6% | Added |
| Leisure Capital Management | 10,554 | $1.01M | 0.32% | +56+0.5% | Added |
| Cigna Investments Inc | 10,577 | $1.01M | 0.13% | +8+0.1% | Added |
| 1620 Investment Advisors, Inc. | 10,600 | $1.01M | 0.63% | −823−7.2% | Reduced |
| Patton Albertson Miller Group, LLC | 10,605 | $1.02M | 0.10% | −36−0.3% | Reduced |
| WSFS Capital Management, LLC | 10,610 | $1.02M | 0.04% | +33+0.3% | Added |
| Martingale Asset Management L P | 10,619 | $1.02M | 0.02% | +3,200+43.1% | Added |
| KPP Advisory Services LLC | 10,635 | $1.02M | 0.13% | −60−0.6% | Reduced |
| Bryn Mawr Trust Co | 10,646 | $1.02M | 0.02% | +7+0.1% | Added |
| RFP Financial Group LLC | 10,730 | $1.03M | 0.46% | −10,730−50.0% | Reduced |
| Second Line Capital, LLC | 10,754 | $1.03M | 0.19% | −699−6.1% | Reduced |
| Nwam LLC | 10,766 | $1.03M | 0.05% | −228−2.1% | Reduced |
| Ami Asset Management Corp | 10,769 | $1.03M | 0.06% | +221+2.1% | Added |
| MEMBERS Trust Co | 10,789 | $1.03M | 0.03% | +800+8.0% | Added |
| Resources Management Corp | 10,798 | $1.03M | 0.13% | −150−1.4% | Reduced |
| Chesley Taft & Associates LLC | 10,822 | $1.04M | 0.04% | +48+0.4% | Added |
| Silverlake Wealth Management LLC | 10,839 | $1.04M | 0.20% | +7+0.1% | Added |
| Elyxium Wealth, LLC | 10,861 | $1.04M | 0.11% | +10,861 | New |
| Xcel Wealth Management, LLC | 10,872 | $1.04M | 0.25% | −181−1.6% | Reduced |
| Strategic Blueprint, LLC | 10,888 | $1.04M | 0.05% | +239+2.2% | Added |
| Belpointe Asset Management LLC | 10,930 | $1.05M | 0.03% | −295−2.6% | Reduced |
| Trustco Bank Corp N Y | 10,940 | $1.05M | 0.76% | +1,018+10.3% | Added |
| Resurgent Financial Advisors LLC | 10,991 | $1.05M | 0.29% | +6,268+132.7% | Added |
| Kuhn & Co Investment Counsel | 11,003 | $1.05M | 0.61% | +22+0.2% | Added |
| National Asset Management, Inc. | 10,899 | $1.05M | 0.06% | −83−0.8% | Reduced |
| Meadowbrook Advisors Group, LLC | 11,075 | $1.06M | 0.57% | −8,901−44.6% | Reduced |
| Union Bancaire Privee, UBP SA | 11,483 | $1.06M | 0.02% | −11,200−49.4% | Reduced |
| ATLas Financial Planning LLC | 11,156 | $1.07M | 0.87% | −27−0.2% | Reduced |
| Montecito Bank & Trust | 11,160 | $1.07M | 0.16% | +286+2.6% | Added |
| Wiregrass Investment Management LLC | 11,209 | $1.07M | 0.73% | +232+2.1% | Added |
| Wagner Wealth Management, LLC | 11,286 | $1.08M | 0.20% | +140+1.3% | Added |
| Balboa Wealth Partners | 11,301 | $1.08M | 0.15% | +68+0.6% | Added |
| Modera Wealth Management, LLC | 11,360 | $1.09M | 0.01% | −744−6.1% | Reduced |
| Navigate Wealth Management, LLC | 11,410 | $1.09M | 0.67% | +640+5.9% | Added |
| Texas Bank & Trust Co | 11,421 | $1.09M | 0.36% | +216+1.9% | Added |
| Aft, Forsyth & Company, Inc. | 11,423 | $1.09M | 0.53% | 00.0% | Unchanged |
| Burney Co | 11,467 | $1.10M | 0.03% | +10.0% | Added |
| Adirondack Trust Co | 11,470 | $1.10M | 0.33% | −49−0.4% | Reduced |
| Rithm Capital Corp. | 11,500 | $1.10M | 1.35% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 11,552 | $1.11M | 0.06% | +167+1.5% | Added |
| Cornerstone Planning, LLC | 11,645 | $1.11M | 0.26% | +148+1.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 11,675 | $1.12M | 0.06% | −241−2.0% | Reduced |
| Delta Asset Management LLC | 11,711 | $1.12M | 0.10% | −325−2.7% | Reduced |