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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 53,685 | $5.14M | 0.01% | −1,123,492−95.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53,712 | $5.14M | 0.00% | −7,935−12.9% | Reduced |
| GQG Partners LLC | 53,777 | $5.15M | 0.01% | +75+0.1% | Added |
| Edgestream Partners, L.P. | 53,925 | $5.16M | 0.15% | −46,869−46.5% | Reduced |
| RSM US Wealth Management LLC | 54,018 | $5.17M | 0.06% | −2,402−4.3% | Reduced |
| Core Alternative Capital | 54,344 | $5.20M | 1.56% | −7,404−12.0% | Reduced |
| Brown Brothers Harriman & Co | 54,466 | $5.21M | 0.02% | +21,582+65.6% | Added |
| Fideuram Asset Management (Ireland) dac | 55,253 | $5.24M | 0.10% | +49,732+900.8% | Added |
| Clearbridge Investments, LLC | 54,762 | $5.24M | 0.00% | −952−1.7% | Reduced |
| New Mexico Educational Retirement Board | 54,787 | $5.24M | 0.13% | +4,200+8.3% | Added |
| Tokio Marine Asset Management Co Ltd | 55,450 | $5.31M | 0.16% | +2,220+4.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 55,831 | $5.34M | 0.76% | −133−0.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 55,890 | $5.35M | 2.66% | +426+0.8% | Added |
| Providence Capital Advisors, LLC | 55,900 | $5.35M | 0.81% | −163−0.3% | Reduced |
| Meridian Wealth Management, LLC | 55,960 | $5.36M | 0.17% | +1,983+3.7% | Added |
| Goelzer Investment Management, Inc. | 56,100 | $5.37M | 0.23% | −1,782−3.1% | Reduced |
| Acadian Asset Management LLC | 56,245 | $5.38M | 0.01% | +12,118+27.5% | Added |
| United Bank | 56,481 | $5.41M | 1.64% | +1,151+2.1% | Added |
| Norinchukin Bank, The | 57,061 | $5.46M | 0.05% | +7,703+15.6% | Added |
| Louisiana State Employees Retirement System | 57,600 | $5.51M | 0.08% | +1,500+2.7% | Added |
| Sherman Porfolios, LLC | 58,431 | $5.64M | 0.44% | −332−0.6% | Reduced |
| We Are One Seven, LLC | 59,195 | $5.67M | 0.09% | +5,542+10.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 60,081 | $5.75M | 0.03% | +7,680+14.7% | Added |
| Maryland State Retirement & Pension System | 60,208 | $5.76M | 0.10% | +4,995+9.0% | Added |
| Moors & Cabot, Inc. | 61,102 | $5.85M | 0.23% | −1,197−1.9% | Reduced |
| Prudential PLC | 61,381 | $5.87M | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 61,500 | $5.89M | 0.24% | +3,346+5.8% | Added |
| Portman Square Capital LLP | 61,789 | $5.91M | 1.01% | +17,414+39.2% | Added |
| Mather Group, LLC. | 61,866 | $5.92M | 0.05% | +47,078+318.4% | Added |
| Hartford Investment Management Co | 62,297 | $5.96M | 0.17% | −537−0.9% | Reduced |
| South Dakota Investment Council | 62,514 | $5.98M | 0.10% | −726−1.1% | Reduced |
| CBOE Vest Financial, LLC | 62,762 | $6.01M | 0.06% | +1,010+1.6% | Added |
| Capital Investment Counsel, LLC | 62,852 | $6.02M | 0.74% | +1,080+1.7% | Added |
| Pinkerton Retirement Specialists, LLC | 62,356 | $6.02M | 0.52% | +62,356 | New |
| Signaturefd, LLC | 63,528 | $6.08M | 0.08% | +1,279+2.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 64,390 | $6.16M | 0.41% | +169+0.3% | Added |
| Agf Management Ltd | 65,491 | $6.27M | 0.02% | −429−0.7% | Reduced |
| Apollon Wealth Management, LLC | 65,680 | $6.29M | 0.08% | +720+1.1% | Added |
| Woodstock Corp | 65,705 | $6.29M | 0.52% | −490−0.7% | Reduced |
| Money Concepts Capital Corp | 65,863 | $6.30M | 0.29% | +2,722+4.3% | Added |
| MainStreet Investment Advisors LLC | 65,921 | $6.31M | 0.86% | +1,652+2.6% | Added |
| Community Bank & Trust, Waco, Texas | 66,124 | $6.33M | 1.14% | −1,336−2.0% | Reduced |
| Jane Street Group, LLC | 66,158 | $6.33M | 0.00% | −7,073−9.7% | Reduced |
| Oppenheimer & Co Inc | 66,365 | $6.35M | 0.07% | −132−0.2% | Reduced |
| Nomura Holdings Inc | 66,995 | $6.41M | 0.03% | +39,281+141.7% | Added |
| Trinity Legacy Partners, LLC | 67,566 | $6.49M | 1.30% | +3,684+5.8% | Added |
| GLOBALT Investments LLC | 68,386 | $6.55M | 0.22% | −1,289−1.9% | Reduced |
| Griffith & Werner, Inc. | 68,491 | $6.55M | 3.07% | +4,284+6.7% | Added |
| Alpine Woods Capital Investors, LLC | 68,598 | $6.57M | 1.48% | −839−1.2% | Reduced |
| StoneX Group Inc. | 69,316 | $6.63M | 0.27% | −3,252−4.5% | Reduced |
| Kentucky Retirement Systems | 69,564 | $6.66M | 0.17% | −3,234−4.4% | Reduced |
| AE Wealth Management LLC | 69,691 | $6.67M | 0.03% | +10,640+18.0% | Added |
| Massmutual Trust Co FSB | 69,971 | $6.70M | 0.17% | −1,778−2.5% | Reduced |
| Carson Advisory Inc. | 70,389 | $6.74M | 3.09% | −1,104−1.5% | Reduced |
| Horizon Investments, LLC | 70,508 | $6.75M | 0.07% | +4,999+7.6% | Added |
| Carret Asset Management, LLC | 70,593 | $6.76M | 0.59% | −1,220−1.7% | Reduced |
| Empowered Funds, LLC | 70,759 | $6.77M | 0.04% | +4,128+6.2% | Added |
| Hantz Financial Services, Inc. | 71,147 | $6.81M | 0.09% | +972+1.4% | Added |
| First PREMIER Bank | 71,467 | $6.84M | 1.11% | −5,996−7.7% | Reduced |
| Old Point Trust & Financial Services N A | 71,817 | $6.87M | 2.09% | +1,109+1.6% | Added |
| Telos Capital Management, Inc. | 72,511 | $6.94M | 0.61% | +1,639+2.3% | Added |
| RiverFront Investment Group, LLC | 72,559 | $6.94M | 0.09% | +36,507+101.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 72,692 | $6.96M | 0.85% | +5,305+7.9% | Added |
| Schnieders Capital Management, LLC. | 73,180 | $7.00M | 0.92% | +116+0.2% | Added |
| Nicholas Hoffman & Company, LLC. | 73,433 | $7.03M | 0.15% | −122−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 73,922 | $7.08M | 0.07% | −1,778−2.3% | Reduced |
| Nordea Investment Management AB | 73,527 | $7.08M | 0.01% | +6,404+9.5% | Added |
| Federation des caisses Desjardins du Quebec | 73,996 | $7.08M | 0.02% | +18,183+32.6% | Added |
| Kingswood Wealth Advisors, LLC | 74,037 | $7.09M | 0.29% | +2,282+3.2% | Added |
| BFSG, LLC | 74,241 | $7.11M | 0.63% | +305+0.4% | Added |
| Baillie Gifford & Co | 74,294 | $7.11M | 0.01% | −23,476−24.0% | Reduced |
| Freestone Grove Partners LP | 74,550 | $7.14M | 0.05% | +74,550 | New |
| Argent Trust Co | 74,701 | $7.15M | 0.21% | +847+1.1% | Added |
| City Holding Co | 75,121 | $7.19M | 0.81% | −2,386−3.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 75,202 | $7.20M | 0.49% | −672−0.9% | Reduced |
| Prospera Financial Services Inc | 75,197 | $7.20M | 0.10% | −2,662−3.4% | Reduced |
| Kestra Private Wealth Services, LLC | 75,860 | $7.26M | 0.08% | −4,325−5.4% | Reduced |
| Anchor Investment Management, LLC | 76,038 | $7.28M | 0.55% | +111+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 76,426 | $7.31M | 0.07% | +9,489+14.2% | Added |
| SummitTX Capital, L.P. | 76,665 | $7.34M | 0.19% | +76,665 | New |
| Coston, McIsaac & Partners | 76,737 | $7.34M | 1.48% | +2,011+2.7% | Added |
| Advisors Asset Management, Inc. | 76,871 | $7.36M | 0.11% | +5,588+7.8% | Added |
| Albion Financial Group | 76,979 | $7.37M | 0.43% | +644+0.8% | Added |
| Naples Global Advisors, LLC | 77,465 | $7.41M | 0.46% | +738+1.0% | Added |
| Marietta Wealth Management, LLC | 77,714 | $7.44M | 0.77% | +3,225+4.3% | Added |
| Abn Amro Investment Solutions | 77,759 | $7.44M | 0.06% | +27,896+55.9% | Added |
| Allstate Corp | 77,975 | $7.46M | 0.07% | −28,101−26.5% | Reduced |
| Alps Advisors Inc | 77,977 | $7.46M | 0.03% | +59,166+314.5% | Added |
| J.W. Cole Advisors, Inc. | 78,168 | $7.48M | 0.13% | +78,168 | New |
| Aull & Monroe Investment Management Corp | 78,384 | $7.50M | 3.14% | +310+0.4% | Added |
| Trustmark National Bank Trust Department | 78,838 | $7.55M | 0.45% | −167−0.2% | Reduced |
| Saudi Central Bank | 78,911 | $7.55M | 0.10% | +38,268+94.2% | Added |
| Central Trust Co | 79,471 | $7.61M | 0.14% | −1,284−1.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 79,866 | $7.64M | 0.10% | +1,325+1.7% | Added |
| Cushing Asset Management, LP | 80,000 | $7.66M | 0.34% | +35,000+77.8% | Added |
| Susquehanna International Group, LLP | 80,351 | $7.69M | 0.01% | −120,816−60.1% | Reduced |
| Eventide Asset Management, LLC | 80,367 | $7.74M | 0.10% | +9,934+14.1% | Added |
| Vident Advisory, LLC | 81,173 | $7.77M | 0.06% | +7,736+10.5% | Added |
| Parkside Investments, LLC | 81,310 | $7.78M | 0.87% | +830+1.0% | Added |
| Kempen Capital Management N.V. | 81,463 | $7.80M | 0.06% | +3,163+4.0% | Added |