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; 2,370 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
- 2,370
- +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
- 729 more reduced
30 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Wellington-Altus USA Inc. | 198 | $19.1K | 0.01% | +62+45.6% | Added |
| Security National Bank of Sioux City Iowa | 200 | $19.1K | 0.01% | +200 | New |
| ZRC Wealth Management, LLC | 204 | $19.5K | 0.01% | +148+264.3% | Added |
| Evolution Wealth Management Inc. | 205 | $19.6K | 0.01% | +110+115.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 208 | $19.9K | 0.00% | −248−54.4% | Reduced |
| Washington Trust Advisors, Inc. | 220 | $21.0K | 0.00% | +20+10.0% | Added |
| Tidemark, LLC | 233 | $22.3K | 0.01% | −44−15.9% | Reduced |
| Medallion Wealth Advisors, LLC | 235 | $22.5K | 0.01% | −1,362−85.3% | Reduced |
| Blueline Advisors LLC | 238 | $22.8K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 246 | $23.5K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $23.9K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 254 | $24.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 261 | $25.0K | 0.00% | +80+44.2% | Added |
| Bullseye Investment Management, LLC | 271 | $25.9K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 280 | $26.8K | 0.02% | +13+4.9% | Added |
| Marquette Asset Management, LLC | 283 | $27.1K | 0.00% | +37+15.0% | Added |
| Private Wealth Management Group, LLC | 285 | $27.3K | 0.01% | +74+35.1% | Added |
| Prestige Wealth Management Group LLC | 286 | $27.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 292 | $27.9K | 0.00% | +65+28.6% | Added |
| CGC Financial Services, LLC | 293 | $28.0K | 0.01% | −200−40.6% | Reduced |
| Reyes Financial Architecture, Inc. | 295 | $28.2K | 0.02% | −59−16.7% | Reduced |
| Guardian Partners Inc. | 295 | $28.2K | 0.00% | +295 | New |
| Retirement Wealth Solutions LLC | 297 | $28.5K | 0.02% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 300 | $28.7K | 0.01% | +300 | New |
| Quintet Private Bank (Europe) S.A. | 300 | $28.7K | 0.00% | +300 | New |
| New England Capital Financial Advisors LLC | 303 | $29.0K | 0.01% | +68+28.9% | Added |
| Cheviot Value Management, LLC | 305 | $29.2K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 305 | $29.3K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 306 | $29.3K | 0.01% | +306 | New |
| TFC Financial Management | 308 | $29.5K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 309 | $29.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 311 | $30.0K | 0.02% | +11+3.7% | Added |
| Morton Brown Family Wealth, LLC | 314 | $30.1K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 318 | $30.4K | 0.01% | −18−5.4% | Reduced |
| YANKCOM Partnership | 319 | $30.5K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 321 | $30.7K | 0.01% | +300+1,428.6% | Added |
| True Wealth Design, LLC | 328 | $31.4K | 0.01% | +237+260.4% | Added |
| Frazier Financial Advisors, LLC | 328 | $31.4K | 0.02% | +2+0.6% | Added |
| NVWM, LLC | 332 | $31.8K | 0.01% | +5+1.5% | Added |
| Piscataqua Savings Bank | 340 | $32.5K | 0.02% | −300−46.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 344 | $32.9K | 0.01% | +190+123.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 345 | $33.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 348 | $33.3K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 361 | $34.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 374 | $35.8K | 0.01% | +121+47.8% | Added |
| Gill Capital Partners, LLC | 376 | $36.0K | 0.01% | +189+101.1% | Added |
| FWL Investment Management, LLC | 380 | $36.4K | 0.01% | +30+8.6% | Added |
| Dogwood Wealth Management LLC | 382 | $36.6K | 0.01% | −3,669−90.6% | Reduced |
| Cornerstone Financial Management LLC | 394 | $37.7K | 0.03% | +34+9.4% | Added |
| First Community Trust NA | 400 | $38.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 405 | $39.0K | 0.02% | +20+5.2% | Added |
| Centerpoint Advisors, LLC | 417 | $40.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 427 | $40.8K | 0.02% | +1+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 427 | $40.9K | 0.00% | +77+22.0% | Added |
| Perkins Coie Trust Co | 435 | $41.6K | 0.01% | +435 | New |
| Oakmont Advisory Group, LLC | 438 | $41.9K | 0.04% | +438 | New |
| Lodestone Wealth Management LLC | 443 | $42.4K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 448 | $42.9K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 449 | $43.0K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $43.1K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 453 | $43.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 458 | $43.9K | 0.01% | +2+0.4% | Added |
| MidFirst Bank | 462 | $44.2K | 0.00% | +36+8.5% | Added |
| Loomis Sayles & Co L P | 473 | $45.3K | 0.00% | +185+64.2% | Added |
| 1015 Capital Partners, LLC | 473 | $45.3K | 0.04% | +195+70.1% | Added |
| Kemnay Advisory Services Inc. | 474 | $45.4K | 0.01% | +26+5.8% | Added |
| Webster Bank, N. A. | 485 | $46.4K | 0.00% | −176−26.6% | Reduced |
| High Note Wealth, LLC | 490 | $46.9K | 0.01% | +26+5.6% | Added |
| Sachetta, LLC | 494 | $47.3K | 0.02% | +107+27.6% | Added |
| Kilter Group LLC | 496 | $47.5K | 0.02% | −9−1.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $47.9K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 500 | $47.9K | 0.05% | +500 | New |
| Ankerstar Wealth, LLC | 517 | $49.5K | 0.04% | +4+0.8% | Added |
| Advocate Investing Services LLC | 529 | $50.7K | 0.04% | 00.0% | Unchanged |
| Curat Global, LLC | 534 | $51.1K | 0.04% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 544 | $52.1K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 545 | $52.2K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 555 | $53.1K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 556 | $53.2K | 0.02% | +5+0.9% | Added |
| Bruce G. Allen Investments, LLC | 563 | $53.9K | 0.03% | −79−12.3% | Reduced |
| Winch Advisory Services, LLC | 565 | $54.0K | 0.01% | +5+0.9% | Added |
| Darwin Advisors, LLC | 579 | $55.4K | 0.02% | +6+1.0% | Added |
| Pacifica Partners Inc. | 580 | $56.8K | 0.02% | 00.0% | Unchanged |
| Bayban | 596 | $57.0K | 0.04% | −300−33.5% | Reduced |
| CrossGen Wealth, LLC | 596 | $57.1K | 0.04% | +2+0.3% | Added |
| Joseph Group Capital Management | 599 | $57.3K | 0.01% | +90+17.7% | Added |
| Financial Consulate, Inc | 600 | $57.4K | 0.01% | +9+1.5% | Added |
| ORG Wealth Partners, LLC | 600 | $57.4K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 600 | $57.4K | 0.04% | 00.0% | Unchanged |
| Bravera Wealth | 600 | $57.4K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 600 | $57.4K | 0.02% | +600 | New |
| First National Bank | 616 | $59.0K | 0.02% | +616 | New |
| WPG Advisers, LLC | 620 | $59.3K | 0.03% | +80+14.8% | Added |
| HighMark Wealth Management LLC | 623 | $59.6K | 0.02% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 630 | $60.4K | 0.01% | +630 | New |
| Harborfront Financial Group LLC | 631 | $60.4K | 0.23% | +631 | New |
| Birchbrook, Inc. | 632 | $60.5K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 635 | $60.8K | 0.16% | −22,432−97.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 647 | $61.9K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 650 | $62.2K | 0.03% | 00.0% | Unchanged |