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
Q3 2026 data is still coming in: 9 institutions have reported holding SO so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 26,339 | $2.52M | 0.14% | +136+0.5% | Added |
| Bessemer Group Inc | 26,372 | $2.52M | 0.00% | +2,227+9.2% | Added |
| Hilltop Holdings Inc. | 26,543 | $2.54M | 0.21% | +3,260+14.0% | Added |
| Johnson Investment Counsel Inc | 26,562 | $2.54M | 0.02% | −1,181−4.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 26,772 | $2.56M | 0.09% | 00.0% | Unchanged |
| Aurora Investment Counsel | 26,807 | $2.57M | 1.32% | −1,083−3.9% | Reduced |
| Marietta Investment Partners LLC | 26,828 | $2.57M | 0.44% | +390+1.5% | Added |
| Fulton Bank, N.A. | 26,987 | $2.58M | 0.08% | +7,023+35.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 27,026 | $2.59M | 0.66% | −373−1.4% | Reduced |
| M&G Plc | 26,957 | $2.59M | 0.01% | +5,120+23.4% | Added |
| McRae Capital Management Inc | 27,137 | $2.60M | 0.51% | +60.0% | Added |
| Capital Square, LLC | 27,192 | $2.60M | 1.14% | +499+1.9% | Added |
| Excelsior Advisor Network LLC | 27,316 | $2.61M | 0.34% | +7,140+35.4% | Added |
| Equitable Trust Co | 27,472 | $2.63M | 0.11% | −373−1.3% | Reduced |
| Inman Jager Wealth Management, LLC | 27,530 | $2.63M | 1.40% | +1,151+4.4% | Added |
| Stolper Co | 27,617 | $2.64M | 0.68% | −26,882−49.3% | Reduced |
| Red Door Wealth Management, LLC | 27,623 | $2.64M | 0.24% | +2,111+8.3% | Added |
| Hancock Whitney Corp | 27,631 | $2.64M | 0.04% | −229,656−89.3% | Reduced |
| Vectors Research Management, LLC | 27,637 | $2.65M | 0.69% | −358−1.3% | Reduced |
| Assetmark, Inc | 27,639 | $2.65M | 0.00% | +2,466+9.8% | Added |
| Linden Thomas Advisory Services, LLC | 27,822 | $2.66M | 0.21% | +1,286+4.8% | Added |
| Rahlfs Capital, LLC | 27,895 | $2.67M | 1.96% | 00.0% | Unchanged |
| Holderness Investments Co | 28,072 | $2.69M | 0.45% | −203−0.7% | Reduced |
| Tyche Wealth Partners LLC | 28,092 | $2.69M | 0.38% | +308+1.1% | Added |
| Hayek Kallen Investment Management | 28,200 | $2.70M | 0.82% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 28,481 | $2.73M | 0.13% | +240+0.8% | Added |
| Hilltop National Bank | 28,558 | $2.73M | 0.58% | +34+0.1% | Added |
| Bokf, NA | 28,580 | $2.74M | 0.04% | −1,559−5.2% | Reduced |
| Churchill Financial Advisors, LLC | 28,756 | $2.75M | 0.53% | −300−1.0% | Reduced |
| Jacobi Capital Management LLC | 28,766 | $2.75M | 0.13% | −472−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 28,868 | $2.76M | 0.17% | −130−0.4% | Reduced |
| Greenleaf Trust | 28,986 | $2.77M | 0.03% | +904+3.2% | Added |
| Broadwater Capital Management LLC | 29,154 | $2.79M | 2.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 29,202 | $2.79M | 1.44% | +540+1.9% | Added |
| Apella Capital, LLC | 28,968 | $2.82M | 0.04% | +2,511+9.5% | Added |
| Biltmore Family Office, LLC | 29,522 | $2.83M | 0.37% | −1,275−4.1% | Reduced |
| Citizens Financial Group Inc | 29,533 | $2.83M | 0.03% | +2,429+9.0% | Added |
| Pullen Investment Management, LLC | 29,557 | $2.83M | 1.31% | +308+1.1% | Added |
| Donaldson Capital Management, LLC | 29,606 | $2.83M | 0.08% | +3,772+14.6% | Added |
| Dockside LLC | 29,642 | $2.84M | 0.66% | +29,642 | New |
| Securian Asset Management, Inc | 29,956 | $2.85M | 0.10% | +115+0.4% | Added |
| Coldstream Capital Management Inc | 29,930 | $2.86M | 0.04% | +264+0.9% | Added |
| Chemung Canal Trust Co | 29,963 | $2.87M | 0.53% | +634+2.2% | Added |
| Systematic Alpha Investments, LLC | 30,000 | $2.87M | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 30,253 | $2.90M | 0.00% | −2,303,825−98.7% | Reduced |
| Koshinski Asset Management, Inc. | 30,373 | $2.91M | 0.15% | +630+2.1% | Added |
| Geneos Wealth Management Inc. | 30,668 | $2.94M | 0.06% | +1,761+6.1% | Added |
| CIBC World Markets Inc. | 30,673 | $2.94M | 0.00% | +474+1.6% | Added |
| GAMMA Investing LLC | 30,705 | $2.94M | 0.11% | +3,676+13.6% | Added |
| South State Corp. | 31,080 | $2.97M | 0.12% | −180−0.6% | Reduced |
| SNS Financial Group, LLC | 31,121 | $2.98M | 0.06% | +24,047+339.9% | Added |
| Caldwell Trust Co | 31,311 | $3.00M | 0.24% | +334+1.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 31,624 | $3.03M | 1.23% | +149+0.5% | Added |
| Odyssean, LLC | 31,626 | $3.03M | 0.49% | +16,222+105.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,656 | $3.03M | 0.09% | −1,230−3.7% | Reduced |
| Exchange Traded Concepts, LLC | 31,725 | $3.04M | 0.02% | −130,638−80.5% | Reduced |
| BIP Wealth, LLC | 31,963 | $3.06M | 0.09% | +6,682+26.4% | Added |
| Intact Investment Management Inc. | 32,100 | $3.07M | 0.09% | 00.0% | Unchanged |
| Ethic Inc. | 32,103 | $3.07M | 0.04% | −19,444−37.7% | Reduced |
| First National Trust Co | 32,103 | $3.07M | 0.10% | −419−1.3% | Reduced |
| Great Lakes Advisors, LLC | 32,151 | $3.08M | 0.02% | −529−1.6% | Reduced |
| Ieq Capital, LLC | 32,166 | $3.08M | 0.01% | −965−2.9% | Reduced |
| GAM Holding AG | 32,305 | $3.09M | 0.24% | −205−0.6% | Reduced |
| M3 Wealth Management, LLC | 32,320 | $3.09M | 2.01% | +210+0.7% | Added |
| EverSource Wealth Advisors, LLC | 32,514 | $3.11M | 0.10% | −21,457−39.8% | Reduced |
| Sovereign Financial Group, Inc. | 32,652 | $3.13M | 0.48% | −1,642−4.8% | Reduced |
| Legacy Financial Independent Advisors LLC | 32,657 | $3.13M | 1.47% | −31,865−49.4% | Reduced |
| Shoker Investment Counsel, Inc. | 32,733 | $3.13M | 0.79% | +1,787+5.8% | Added |
| Pacitti Group Inc. | 32,764 | $3.14M | 0.99% | +2,621+8.7% | Added |
| North Dakota State Investment Board | 32,765 | $3.14M | 0.13% | +844+2.6% | Added |
| Rockline Wealth Management, LLC | 32,810 | $3.14M | 0.60% | −543−1.6% | Reduced |
| Adalta Capital Management LLC | 32,813 | $3.14M | 1.38% | −25−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 32,840 | $3.14M | 0.16% | −1,860−5.4% | Reduced |
| Courier Capital LLC | 32,926 | $3.15M | 0.16% | −520−1.6% | Reduced |
| Woodmont Investment Counsel LLC | 33,049 | $3.16M | 0.17% | −153−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,106 | $3.17M | 0.46% | +126+0.4% | Added |
| Baldwin Investment Management, LLC | 33,202 | $3.18M | 0.31% | +14,965+82.1% | Added |
| Spartan Wealth Advisory Services LLC | 33,241 | $3.18M | 0.26% | +1,737+5.5% | Added |
| Little House Capital LLC | 33,271 | $3.18M | 0.72% | +474+1.4% | Added |
| Modern Wealth Management, LLC | 33,350 | $3.19M | 0.04% | +10,941+48.8% | Added |
| Avantax Planning Partners, Inc. | 33,431 | $3.20M | 0.08% | −545−1.6% | Reduced |
| West Paces Advisors Inc. | 33,477 | $3.20M | 0.54% | −270−0.8% | Reduced |
| Walsky Investment Management, Inc. | 33,575 | $3.21M | 2.98% | −283−0.8% | Reduced |
| apricus wealth, LLC | 33,747 | $3.23M | 1.54% | +370+1.1% | Added |
| Leelyn Smith, LLC | 33,748 | $3.23M | 0.39% | +934+2.8% | Added |
| MUFG Securities Americas Inc. | 33,953 | $3.25M | 0.17% | +3,485+11.4% | Added |
| Lantz Financial LLC | 33,998 | $3.25M | 0.60% | +203+0.6% | Added |
| Perigon Wealth Management, LLC | 34,256 | $3.28M | 0.05% | +1,530+4.7% | Added |
| Marshall Financial Group LLC | 34,327 | $3.29M | 0.48% | +2,328+7.3% | Added |
| Birmingham Capital Management Co Inc | 34,450 | $3.30M | 1.25% | −100−0.3% | Reduced |
| Glenview Trust Co | 34,739 | $3.32M | 0.05% | −4,061−10.5% | Reduced |
| KCM Investment Advisors LLC | 34,788 | $3.33M | 0.10% | +460+1.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,797 | $3.33M | 0.37% | +755+2.2% | Added |
| Everence Capital Management Inc | 34,801 | $3.33M | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 34,878 | $3.34M | 0.06% | +2,473+7.6% | Added |
| Naviter Wealth, LLC | 35,006 | $3.35M | 0.30% | +7,497+27.3% | Added |
| Anchyra Partners LLC | 35,010 | $3.35M | 0.80% | +115+0.3% | Added |
| Quadrant Capital Group LLC | 35,163 | $3.37M | 0.09% | −833−2.3% | Reduced |
| Profund Advisors LLC | 35,297 | $3.38M | 0.09% | −2,268−6.0% | Reduced |
| Great Valley Advisor Group, Inc. | 35,373 | $3.39M | 0.05% | +1,662+4.9% | Added |