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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 35,377 | $3.39M | 0.04% | +3,449+10.8% | Added |
| IFP Advisors, Inc | 35,414 | $3.39M | 0.06% | +1,129+3.3% | Added |
| Mosaic Family Wealth Partners, LLC | 35,582 | $3.41M | 0.23% | +27,476+339.0% | Added |
| OneAscent Wealth Management LLC | 35,596 | $3.41M | 1.02% | −678−1.9% | Reduced |
| Jump Financial, LLC | 35,900 | $3.44M | 0.03% | +26,468+280.6% | Added |
| Texas Yale Capital Corp. | 35,901 | $3.44M | 0.07% | +2,000+5.9% | Added |
| Elo Mutual Pension Insurance Co | 36,033 | $3.45M | 0.04% | −3,946−9.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,143 | $3.46M | 0.04% | +910+2.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 36,314 | $3.48M | 0.21% | +1,467+4.2% | Added |
| JPL Wealth Management, LLC | 36,423 | $3.49M | 0.69% | −1,055−2.8% | Reduced |
| Westwood Holdings Group Inc. | 36,614 | $3.50M | 0.03% | +7,982+27.9% | Added |
| All Terrain Financial Advisors, LLC | 36,682 | $3.51M | 0.74% | −59−0.2% | Reduced |
| Family Legacy, Inc. | 36,742 | $3.52M | 0.94% | +48+0.1% | Added |
| Cullen Investment Group, Ltd. | 36,892 | $3.53M | 0.43% | −7,941−17.7% | Reduced |
| Canandaigua National Bank & Trust Co | 37,115 | $3.55M | 0.30% | +37,115 | New |
| Essex Financial Services, Inc. | 37,207 | $3.56M | 0.18% | −2,422−6.1% | Reduced |
| Jefferies Financial Group Inc. | 37,233 | $3.56M | 0.03% | +26,165+236.4% | Added |
| High Point Wealth Management, LLC | 37,339 | $3.57M | 2.92% | +420+1.1% | Added |
| Citizens National Bank Trust Department | 37,347 | $3.57M | 0.53% | −40−0.1% | Reduced |
| First Bank & Trust | 37,464 | $3.59M | 0.53% | −1,579−4.0% | Reduced |
| Plan Group Financial, LLC | 37,485 | $3.59M | 0.74% | +3,813+11.3% | Added |
| Empirical Finance, LLC | 37,799 | $3.62M | 0.15% | +1,292+3.5% | Added |
| Cary Street Partners Financial LLC | 37,961 | $3.63M | 0.08% | −279−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 38,052 | $3.64M | 0.10% | −2,367−5.9% | Reduced |
| Miller Howard Investments Inc | 38,342 | $3.67M | 0.10% | +1,366+3.7% | Added |
| Centaurus Financial, Inc. | 38,678 | $3.70M | 0.14% | +1,204+3.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 38,708 | $3.70M | 0.30% | −148−0.4% | Reduced |
| Stonebridge Financial Group, LLC | 38,848 | $3.72M | 0.28% | +1,967+5.3% | Added |
| Danske Bank A/S | 38,863 | $3.72M | 0.01% | +5,900+17.9% | Added |
| Umb Bank N A | 38,937 | $3.73M | 0.05% | −6,109−13.6% | Reduced |
| Picton Mahoney Asset Management | 39,173 | $3.75M | 0.03% | −75,271−65.8% | Reduced |
| Smartleaf Asset Management LLC | 38,791 | $3.75M | 0.12% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 39,337 | $3.76M | 0.09% | −1,514−3.7% | Reduced |
| Financial Advisory Service, Inc. | 39,556 | $3.79M | 0.20% | +3,447+9.5% | Added |
| Ci Investments Inc. | 40,184 | $3.85M | 0.01% | −7,110−15.0% | Reduced |
| Ameritas Investment Partners, Inc. | 40,440 | $3.87M | 0.10% | −295−0.7% | Reduced |
| TrueWealth Advisors, LLC | 40,489 | $3.88M | 0.87% | −1,740−4.1% | Reduced |
| Sigma Planning Corp | 40,567 | $3.88M | 0.10% | +104+0.3% | Added |
| Summit Trail Advisors, LLC | 41,242 | $3.95M | 0.05% | +4,934+13.6% | Added |
| Sciencast Management LP | 41,429 | $3.97M | 0.82% | −20,666−33.3% | Reduced |
| Waterloo Capital, L.P. | 41,471 | $3.97M | 0.22% | −4,524−9.8% | Reduced |
| Kingsview Wealth Management, LLC | 41,582 | $3.98M | 0.05% | +1,811+4.6% | Added |
| Graham Capital Management, L.P. | 41,611 | $3.98M | 0.11% | −87,606−67.8% | Reduced |
| Peapack Gladstone Financial Corp | 41,729 | $3.99M | 0.05% | +3,562+9.3% | Added |
| OmniStar Financial Group, Inc. | 41,922 | $4.01M | 1.85% | +37,968+960.2% | Added |
| Palisade Asset Management, LLC | 42,092 | $4.03M | 0.37% | +185+0.4% | Added |
| Buckingham Strategic Partners | 42,293 | $4.05M | 0.03% | +11,173+35.9% | Added |
| New Age Alpha Advisors, LLC | 42,386 | $4.06M | 0.17% | −1,731−3.9% | Reduced |
| Robbins Farley LLC | 42,424 | $4.06M | 1.56% | +2,169+5.4% | Added |
| Buckhead Capital Management LLC | 42,476 | $4.07M | 1.39% | +22+0.1% | Added |
| GWN Securities Inc. | 42,874 | $4.10M | 0.69% | −3,244−7.0% | Reduced |
| Mainstay Capital Management LLC | 42,960 | $4.11M | 0.30% | +758+1.8% | Added |
| Simplicity Wealth,LLC | 43,287 | $4.14M | 0.14% | +34,780+408.8% | Added |
| Park Avenue Securities LLC | 43,388 | $4.15M | 0.03% | +1,536+3.7% | Added |
| MTM Investment Management, LLC | 43,669 | $4.18M | 1.19% | +22+0.1% | Added |
| LuminArx Capital Management LP | – | $4.18M | 1.93% | – | New |
| Longbow Finance SA | 43,850 | $4.20M | 0.54% | −7,308−14.3% | Reduced |
| Wills Financial Group LLC | 44,018 | $4.21M | 1.53% | −693−1.5% | Reduced |
| MUFG Securities EMEA plc | 44,123 | $4.22M | 0.04% | −989−2.2% | Reduced |
| Great Lakes Retirement, Inc. | 44,148 | $4.23M | 0.38% | +4,431+11.2% | Added |
| Callan Family Office, LLC | 44,553 | $4.26M | 0.08% | +2,856+6.8% | Added |
| Red Cedar Investment Management, LLC | 44,607 | $4.27M | 0.40% | 00.0% | Unchanged |
| Bank Ozk | 44,723 | $4.28M | 1.27% | +2,918+7.0% | Added |
| HF Advisory Group, LLC | 44,799 | $4.29M | 1.33% | +2,736+6.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 44,853 | $4.29M | 0.14% | +4,700+11.7% | Added |
| Prime Capital Investment Advisors, LLC | 44,967 | $4.30M | 0.04% | −3,099−6.4% | Reduced |
| Pathway Financial Advisers, LLC | 45,111 | $4.32M | 1.09% | −40.0% | Reduced |
| Laurel Wealth Advisors LLC | 45,674 | $4.37M | 0.42% | −651−1.4% | Reduced |
| Rench Wealth Management, Inc. | 45,743 | $4.38M | 1.18% | +331+0.7% | Added |
| D L Carlson Investment Group Inc | 46,430 | $4.44M | 0.71% | +21,774+88.3% | Added |
| Parallax Volatility Advisers, L.P. | 46,762 | $4.48M | 0.17% | +11,016+30.8% | Added |
| Bailard, Inc. | 46,852 | $4.48M | 0.09% | +80.0% | Added |
| First National Advisers, LLC | 46,945 | $4.49M | 0.63% | +4,413+10.4% | Added |
| Marble Wealth, LLC | 47,119 | $4.51M | 0.69% | −869−1.8% | Reduced |
| Brown Advisory Inc | 47,805 | $4.58M | 0.01% | −464−1.0% | Reduced |
| Diversified Enterprises, LLC | 47,958 | $4.59M | 0.22% | +3,013+6.7% | Added |
| Wesbanco Bank Inc | 48,214 | $4.61M | 0.11% | −210.0% | Reduced |
| Kentucky Trust Co | 48,616 | $4.65M | 2.24% | −300−0.6% | Reduced |
| Apollon Financial, LLC | 48,690 | $4.66M | 0.55% | +1,322+2.8% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 48,809 | $4.67M | 0.02% | +2,242+4.8% | Added |
| Capital International Sarl | 49,896 | $4.78M | 0.07% | +13,466+37.0% | Added |
| Coastal Bridge Advisors, LLC | 50,247 | $4.81M | 0.30% | −575−1.1% | Reduced |
| Cornerstone Capital, Inc. | 50,301 | $4.81M | 0.43% | −300−0.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 50,652 | $4.85M | 0.23% | +1,589+3.2% | Added |
| Hengehold Capital Management LLC | 50,767 | $4.86M | 0.38% | +639+1.3% | Added |
| Wealthcare Advisory Partners LLC | 50,770 | $4.86M | 0.09% | −8,334−14.1% | Reduced |
| Eastern Bank | 51,165 | $4.90M | 0.07% | −200.0% | Reduced |
| First Citizens Bank & Trust Co | 51,279 | $4.91M | 0.07% | +6,568+14.7% | Added |
| IHT Wealth Management, LLC | 51,288 | $4.91M | 0.10% | −830−1.6% | Reduced |
| Oakworth Capital, Inc. | 51,599 | $4.92M | 0.23% | −689−1.3% | Reduced |
| American Trust Investment Advisors, LLC | 51,434 | $4.92M | 2.43% | +318+0.6% | Added |
| Montag A & Associates Inc | 51,496 | $4.93M | 0.21% | +804+1.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,586 | $4.94M | 0.04% | +2,439+5.0% | Added |
| Clearstead Advisors, LLC | 51,598 | $4.94M | 0.05% | +5,058+10.9% | Added |
| Baugh & Associates, LLC | 51,696 | $4.95M | 2.19% | −4,381−7.8% | Reduced |
| Greatmark Investment Partners, Inc. | 51,872 | $4.96M | 0.55% | −110−0.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 52,236 | $5.00M | 2.14% | +1,559+3.1% | Added |
| Sagespring Wealth Partners, LLC | 52,506 | $5.03M | 0.08% | +1,770+3.5% | Added |
| Morton Community Bank | 52,612 | $5.04M | 1.03% | +1,215+2.4% | Added |
| Toroso Investments, LLC | 53,386 | $5.11M | 0.01% | −5,872−9.9% | Reduced |