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: 13 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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 139,926 | $13.4M | 2.22% | −5,713−3.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 140,045 | $13.4M | 0.50% | +8,540+6.5% | Added |
| Bell Bank | 140,136 | $13.4M | 0.51% | +9,039+6.9% | Added |
| Pathstone Holdings, LLC | 141,796 | $13.6M | 0.04% | +6,643+4.9% | Added |
| Bragg Financial Advisors, Inc | 148,316 | $14.2M | 0.38% | +1,892+1.3% | Added |
| Nissay Asset Management Corp | 150,242 | $14.4M | 0.06% | +9,107+6.5% | Added |
| Capital & Planning, LLC | 150,547 | $14.4M | 7.44% | +7,213+5.0% | Added |
| CCM Investment Advisers LLC | 153,814 | $14.7M | 1.14% | +4,140+2.8% | Added |
| Commerce Bank | 154,685 | $14.8M | 0.06% | −2,558−1.6% | Reduced |
| USS Investment Management Ltd | 155,704 | $14.9M | 0.06% | −19,699−11.2% | Reduced |
| New York Life Investment Management LLC | 157,040 | $15.0M | 0.10% | +3,992+2.6% | Added |
| Moody Lynn & Lieberson, LLC | 159,767 | $15.3M | 0.81% | −18,450−10.4% | Reduced |
| JustInvest LLC | 160,532 | $15.4M | 0.13% | +3,352+2.1% | Added |
| Resources Investment Advisors, LLC. | 161,372 | $15.4M | 0.13% | +6,538+4.2% | Added |
| Lido Advisors, LLC | 163,484 | $15.6M | 0.06% | +59,481+57.2% | Added |
| M&T Bank Corp | 164,406 | $15.7M | 0.05% | +6,617+4.2% | Added |
| Bank of Nova Scotia | 167,168 | $16.0M | 0.02% | −31,236−15.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 167,983 | $16.1M | 0.38% | +14,884+9.7% | Added |
| British Columbia Investment Management Corp | 169,090 | $16.2M | 0.10% | +17,336+11.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 169,617 | $16.2M | 0.12% | −424−0.2% | Reduced |
| Aequim Alternative Investments LP | 170,082 | $16.3M | 0.25% | +74,700+78.3% | Added |
| Weiss Asset Management LP | 171,203 | $16.4M | 0.18% | +39,903+30.4% | Added |
| Utah Retirement Systems | 171,346 | $16.4M | 0.16% | −7,805−4.4% | Reduced |
| Allworth Financial LP | 171,520 | $16.4M | 0.07% | −65,537−27.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 174,167 | $16.7M | 0.09% | +1,651+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 174,450 | $16.7M | 0.12% | +912+0.5% | Added |
| Brookstone Capital Management | 176,901 | $16.9M | 0.17% | +6,000+3.5% | Added |
| First National Bank of Omaha | 176,421 | $17.0M | 0.48% | +11,938+7.3% | Added |
| ProShare Advisors LLC | 178,902 | $17.1M | 0.02% | +12,276+7.4% | Added |
| NEOS Investment Management LLC | 180,235 | $17.3M | 0.06% | +20,070+12.5% | Added |
| Voleon Capital Management LP | 181,563 | $17.4M | 0.32% | +32,054+21.4% | Added |
| Capital Fund Management S.A. | 183,056 | $17.5M | 0.13% | −414,684−69.4% | Reduced |
| DekaBank Deutsche Girozentrale | 184,531 | $17.8M | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 184,383 | $17.8M | 0.05% | +20,968+12.8% | Added |
| Nichols & Pratt Advisers LLP | 186,389 | $17.8M | 1.08% | +118+0.1% | Added |
| iA Global Asset Management Inc. | 186,800 | $17.9M | 0.21% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 187,404 | $17.9M | 0.14% | −8,421−4.3% | Reduced |
| Regions Financial Corp | 187,671 | $18.0M | 0.11% | −640.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 187,989 | $18.0M | 0.06% | +667+0.4% | Added |
| Leavell Investment Management, Inc. | 188,777 | $18.1M | 0.66% | +3,230+1.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 192,080 | $18.4M | 0.15% | +18,800+10.8% | Added |
| Calamos Advisors LLC | 193,077 | $18.5M | 0.07% | −227,548−54.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 192,106 | $18.5M | 0.05% | +3,923+2.1% | Added |
| BW Gestao de Investimentos Ltda. | 193,731 | $18.5M | 0.45% | −15,561−7.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 196,930 | $18.8M | 0.08% | +12,401+6.7% | Added |
| Amalgamated Bank | 197,480 | $18.9M | 0.13% | −7,941−3.9% | Reduced |
| Intech Investment Management LLC | 197,585 | $18.9M | 0.17% | +30,652+18.4% | Added |
| Standard Life Aberdeen plc | 199,434 | $19.1M | 0.03% | −241,825−54.8% | Reduced |
| First Horizon Corp | 201,289 | $19.3M | 0.74% | −652−0.3% | Reduced |
| Benjamin Edwards Inc | 202,906 | $19.4M | 0.18% | +2,779+1.4% | Added |
| Xponance, Inc. | 202,934 | $19.4M | 0.12% | +5,371+2.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 203,535 | $19.5M | 0.48% | −875−0.4% | Reduced |
| Gotham Asset Management, LLC | 206,301 | $19.7M | 0.05% | −51,590−20.0% | Reduced |
| Aventail Capital Group, LP | 206,880 | $19.8M | 1.14% | −112,337−35.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 207,587 | $19.9M | 0.40% | −5,941−2.8% | Reduced |
| Arkadios Wealth Advisors | 208,779 | $20.0M | 0.31% | +6,336+3.1% | Added |
| Daiwa Securities Group Inc. | 208,893 | $20.0M | 0.05% | +15,723+8.1% | Added |
| Wealthfront Advisers LLC | 209,303 | $20.0M | 0.04% | +5,158+2.5% | Added |
| HB Wealth Management, LLC | 210,104 | $20.1M | 0.11% | +18,795+9.8% | Added |
| Allianz Asset Management GmbH | 210,938 | $20.2M | 0.02% | +203,602+2,775.4% | Added |
| Zurich Insurance Group Ltd | 210,975 | $20.2M | 0.14% | −263,866−55.6% | Reduced |
| CWA Asset Management Group, LLC | 214,338 | $20.5M | 0.63% | +5,531+2.6% | Added |
| Calamos Wealth Management LLC | 219,644 | $21.0M | 0.64% | −4,371−2.0% | Reduced |
| Midwest Trust Co | 223,296 | $21.4M | 0.24% | −3,049−1.3% | Reduced |
| Richard C. Young & CO., LTD. | 228,454 | $21.9M | 1.61% | +518+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 228,779 | $21.9M | 1.28% | −762−0.3% | Reduced |
| Advisors Capital Management, LLC | 229,231 | $21.9M | 0.23% | +2,587+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 230,310 | $22.0M | 0.01% | +8,663+3.9% | Added |
| Vestcor Inc | 232,360 | $22.2M | 0.55% | +7,296+3.2% | Added |
| Retirement Systems of Alabama | 236,820 | $22.7M | 0.07% | +2,992+1.3% | Added |
| Becker Capital Management Inc | 241,005 | $23.1M | 0.62% | +3,113+1.3% | Added |
| MAI Capital Management | 242,161 | $23.2M | 0.09% | +3,524+1.5% | Added |
| CI Private Wealth, LLC | 243,080 | $23.3M | 0.03% | −8,338−3.3% | Reduced |
| Woodline Partners LP | 246,048 | $23.5M | 0.07% | +30,377+14.1% | Added |
| Mercer Global Advisors Inc | 249,562 | $23.9M | 0.03% | +13,696+5.8% | Added |
| Swiss Life Asset Management Ltd | 250,850 | $24.0M | 0.10% | −15,108−5.7% | Reduced |
| Illinois Municipal Retirement Fund | 255,702 | $24.5M | 0.28% | −32,912−11.4% | Reduced |
| Cerity Partners LLC | 256,903 | $24.6M | 0.03% | −3,881−1.5% | Reduced |
| MetLife Investment Management | 257,921 | $24.7M | 0.11% | +625+0.2% | Added |
| STRS Ohio | 260,196 | $24.9M | 0.09% | −19,951−7.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 261,561 | $25.0M | 0.12% | +14,824+6.0% | Added |
| Crawford Investment Counsel Inc | 262,546 | $25.1M | 0.42% | +170+0.1% | Added |
| Shaolin Capital Management LLC | 262,895 | $25.2M | 1.43% | −32,838−11.1% | Reduced |
| Hennessy Advisors Inc | 263,900 | $25.3M | 0.81% | +7,800+3.0% | Added |
| Vinva Investment Management Ltd | 262,779 | $25.4M | 0.17% | +155,931+145.9% | Added |
| Teacher Retirement System of Texas | 268,847 | $25.7M | 0.07% | +72,754+37.1% | Added |
| D. E. Shaw & Co., Inc. | 275,457 | $26.4M | 0.02% | −84,043−23.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 279,824 | $26.8M | 0.03% | +223,055+392.9% | Added |
| Rockefeller Capital Management L.P. | 281,598 | $27.0M | 0.04% | +45,729+19.4% | Added |
| Huntington National Bank | 287,618 | $27.5M | 0.13% | +4,412+1.6% | Added |
| State of Michigan Retirement System | 288,623 | $27.6M | 0.12% | +1,000+0.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 292,936 | $28.0M | 0.45% | +1,008+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 297,547 | $28.5M | 0.05% | −35,652−10.7% | Reduced |
| Baird Financial Group, Inc. | 298,169 | $28.5M | 0.04% | −1,304−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 302,533 | $29.0M | 0.38% | +12,554+4.3% | Added |
| Two Sigma Investments, LP | 303,736 | $29.1M | 0.02% | +147,758+94.7% | Added |
| Arbejdsmarkedets Tillaegspension | 304,100 | $29.1M | 0.63% | +34,504+12.8% | Added |
| CIBC Bancorp USA Inc. | 308,433 | $29.5M | 0.04% | −57,571−15.7% | Reduced |
| Liberty One Investment Management, LLC | 309,176 | $29.6M | 2.96% | +4,864+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 310,423 | $29.7M | 0.06% | +94,361+43.7% | Added |