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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 81,604 | $7.81M | 0.04% | −1,147−1.4% | Reduced |
| Simmons Bank | 81,775 | $7.83M | 0.45% | +56+0.1% | Added |
| Omers Administration Corp | 82,207 | $7.87M | 0.05% | +31,579+62.4% | Added |
| Alerus Financial NA | 82,226 | $7.87M | 0.34% | −27,671−25.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 82,800 | $7.92M | 0.03% | +36,800+80.0% | Added |
| Pacer Advisors, Inc. | 82,828 | $7.93M | 0.02% | +14,268+20.8% | Added |
| Quadrature Capital Ltd | 82,851 | $7.93M | 0.07% | −29,929−26.5% | Reduced |
| Equitable Holdings, Inc. | 83,999 | $8.04M | 0.05% | −7,215−7.9% | Reduced |
| Vise Technologies, Inc. | 84,267 | $8.07M | 0.09% | +40,538+92.7% | Added |
| TD Waterhouse Canada Inc. | 84,741 | $8.07M | 0.02% | +2,153+2.6% | Added |
| Trajan Wealth LLC | 85,436 | $8.18M | 0.31% | +26,892+45.9% | Added |
| Sky Investment Group LLC | 85,563 | $8.19M | 1.29% | +48+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 85,856 | $8.22M | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 86,522 | $8.28M | 0.51% | −3,110−3.5% | Reduced |
| Private Advisor Group, LLC | 86,588 | $8.29M | 0.04% | −14,012−13.9% | Reduced |
| Ronald Blue Trust, Inc. | 87,376 | $8.36M | 0.09% | +100.0% | Added |
| Thomasville National Bank | 88,204 | $8.44M | 0.46% | +88,204 | New |
| Osmosis Investment Management UK Ltd | 89,127 | $8.53M | 0.40% | −191,040−68.2% | Reduced |
| Gulf International Bank (UK) Ltd | 89,210 | $8.54M | 0.17% | +4,058+4.8% | Added |
| Dynamic Advisor Solutions LLC | 89,321 | $8.55M | 0.24% | −6,567−6.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 89,734 | $8.59M | 0.15% | −2,269−2.5% | Reduced |
| Chronos Wealth Management, LLC | 90,154 | $8.63M | 3.83% | +2,199+2.5% | Added |
| Guggenheim Capital LLC | 90,336 | $8.65M | 0.06% | −1,877−2.0% | Reduced |
| Fiduciary Group LLC | 90,779 | $8.69M | 0.68% | −3,509−3.7% | Reduced |
| Glenmede Trust Co NA | 92,115 | $8.82M | 0.04% | −174−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 92,556 | $8.86M | 0.06% | +13,622+17.3% | Added |
| Lifeworks Advisors, LLC | 92,809 | $8.88M | 0.93% | +10,490+12.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 93,367 | $8.94M | 1.69% | +27,626+42.0% | Added |
| Mount Yale Investment Advisors, LLC | 93,411 | $8.94M | 0.17% | +11,407+13.9% | Added |
| Summit Financial, LLC | 93,428 | $8.94M | 0.10% | +7,416+8.6% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 93,516 | $8.95M | 0.27% | +39,406+72.8% | Added |
| Beacon Pointe Advisors, LLC | 94,275 | $9.02M | 0.04% | −2,726−2.8% | Reduced |
| Ilex Capital Partners (UK) LLP | 94,864 | $9.08M | 0.19% | +94,864 | New |
| SRS Capital Advisors, Inc. | 94,918 | $9.09M | 0.06% | +88,748+1,438.4% | Added |
| Harbour Investments, Inc. | 96,869 | $9.27M | 0.12% | −7,158−6.9% | Reduced |
| Am Investment Strategies LLC | 97,708 | $9.35M | 1.80% | −163−0.2% | Reduced |
| Windle Wealth, LLC | 98,225 | $9.40M | 3.78% | +2,907+3.0% | Added |
| FIL Ltd | 98,405 | $9.42M | 0.01% | +2,345+2.4% | Added |
| Lighthouse Investment Partners, LLC | 98,824 | $9.46M | 0.29% | +98,824 | New |
| Thrivent Financial for Lutherans | 99,730 | $9.55M | 0.02% | +3,231+3.3% | Added |
| Principle Wealth Partners LLC | 100,553 | $9.62M | 0.48% | +649+0.6% | Added |
| TCTC Holdings, LLC | 101,126 | $9.68M | 0.25% | −20.0% | Reduced |
| Advocate Group LLC | 101,592 | $9.72M | 1.46% | +15,772+18.4% | Added |
| Cullinan Associates Inc | 102,972 | $9.86M | 0.74% | −312−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 103,571 | $9.91M | 0.86% | +100,417+3,183.8% | Added |
| Azimuth Capital Investment Management LLC | 104,184 | $9.97M | 0.34% | −3,034−2.8% | Reduced |
| Spirepoint Private Client, LLC | 105,995 | $10.1M | 0.82% | +1,502+1.4% | Added |
| Foster Victor Wealth Advisors, LLC | 105,818 | $10.2M | 0.53% | +7,168+7.3% | Added |
| Uhlmann Price Securities, LLC | 107,541 | $10.3M | 0.38% | +180.0% | Added |
| RWC Asset Management LLP | 107,737 | $10.3M | 0.39% | −1,615−1.5% | Reduced |
| Sagefield Capital LP | 107,785 | $10.3M | 0.76% | +85,500+383.7% | Added |
| D.A. Davidson & Co. | 107,859 | $10.3M | 0.06% | +1,312+1.2% | Added |
| Nykredit A/S | 108,591 | $10.4M | 0.04% | +108,591 | New |
| Rockland Trust Co | 108,723 | $10.4M | 0.41% | +1,387+1.3% | Added |
| Cornerstone Wealth Group, LLC | 108,936 | $10.4M | 0.62% | +4,493+4.3% | Added |
| Associated Banc-Corp | 109,291 | $10.5M | 0.25% | +243+0.2% | Added |
| Rothschild Investment LLC | 109,458 | $10.5M | 0.39% | +9,477+9.5% | Added |
| Level Four Advisory Services, LLC | 109,666 | $10.5M | 0.30% | +15,731+16.7% | Added |
| ARS Wealth Advisors Group, LLC | 110,226 | $10.5M | 0.83% | +2,117+2.0% | Added |
| State of Alaska, Department of Revenue | 110,455 | $10.6M | 0.10% | −1,026−0.9% | Reduced |
| Credit Agricole S A | 111,990 | $10.7M | 0.03% | +60,731+118.5% | Added |
| Visionary Wealth Advisors | 112,104 | $10.7M | 0.42% | +5,208+4.9% | Added |
| Sequoia Financial Advisors, LLC | 112,262 | $10.7M | 0.05% | +4,287+4.0% | Added |
| RFG Advisory, LLC | 112,668 | $10.8M | 0.17% | +5,800+5.4% | Added |
| Atria Investments LLC | 113,465 | $10.9M | 0.11% | +9,098+8.7% | Added |
| Keel Point, LLC | 114,238 | $10.9M | 0.65% | +567+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 114,388 | $10.9M | 0.07% | −23,236−16.9% | Reduced |
| Merit Financial Group, LLC | 114,295 | $10.9M | 0.07% | +11,369+11.0% | Added |
| IFG Advisory, LLC | 114,679 | $11.0M | 0.38% | +112,894+6,324.6% | Added |
| Fairvoy Private Wealth, LLC | 115,261 | $11.0M | 2.23% | +138+0.1% | Added |
| Concurrent Investment Advisors, LLC | 115,357 | $11.0M | 0.09% | +6,128+5.6% | Added |
| King Luther Capital Management Corp | 115,736 | $11.1M | 0.05% | +1,142+1.0% | Added |
| Capital Innovations LLC | 115,871 | $11.1M | 2.88% | +115,871 | New |
| Mutual of America Capital Management LLC | 116,162 | $11.1M | 0.11% | −935−0.8% | Reduced |
| Royal London Asset Management Ltd | 117,350 | $11.2M | 0.02% | −1,324−1.1% | Reduced |
| Fisher Asset Management, LLC | 117,458 | $11.2M | 0.00% | −5,181−4.2% | Reduced |
| KBC Group NV | 118,477 | $11.3M | 0.02% | +14,802+14.3% | Added |
| Stephens Inc | 118,573 | $11.3M | 0.13% | +227+0.2% | Added |
| Freestone Capital Holdings, LLC | 119,696 | $11.5M | 0.30% | +5,280+4.6% | Added |
| Metis Global Partners, LLC | 120,111 | $11.5M | 0.26% | +2,684+2.3% | Added |
| Advisory Services Network, LLC | 120,975 | $11.6M | 0.13% | −424−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 121,565 | $11.6M | 0.04% | −28,505−19.0% | Reduced |
| Neuberger Berman Group LLC | 121,840 | $11.7M | 0.01% | +17,761+17.1% | Added |
| UniSuper Management Pty Ltd | 122,164 | $11.7M | 0.06% | +35,177+40.4% | Added |
| Rafferty Asset Management, LLC | 124,515 | $11.9M | 0.03% | +35,401+39.7% | Added |
| Nomura Asset Management International Inc. | 126,114 | $12.1M | 0.02% | −6,302−4.8% | Reduced |
| Davenport & Co LLC | 126,554 | $12.1M | 0.06% | −7,816−5.8% | Reduced |
| Pinnacle Associates Ltd | 130,520 | $12.5M | 0.14% | +1,503+1.2% | Added |
| Keybank National Association | 132,245 | $12.7M | 0.04% | +2,018+1.5% | Added |
| Klingenstein Fields & Co LP | 132,949 | $12.7M | 0.45% | +401+0.3% | Added |
| Yousif Capital Management, LLC | 133,258 | $12.8M | 0.14% | −6,889−4.9% | Reduced |
| Farther Finance Advisors, LLC | 133,520 | $12.8M | 0.10% | +6,462+5.1% | Added |
| Jamison Private Wealth Management, Inc. | 134,208 | $12.8M | 1.33% | +1,529+1.2% | Added |
| Blair William & Co | 134,778 | $12.9M | 0.03% | +3,530+2.7% | Added |
| Kanawha Capital Management LLC | 135,332 | $13.0M | 0.84% | +1,729+1.3% | Added |
| Independent Advisor Alliance | 137,163 | $13.1M | 0.31% | +7,901+6.1% | Added |
| Public Employees Retirement Association of Colorado | 138,398 | $13.2M | 0.05% | −1,894−1.4% | Reduced |
| Lockheed Martin Investment Management Co | 138,590 | $13.3M | 0.52% | −1,490−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 138,618 | $13.3M | 0.14% | +12,529+9.9% | Added |
| QRG Capital Management, Inc. | 139,081 | $13.3M | 0.11% | +7,146+5.4% | Added |