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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.

Other share classesSOJCSOJDSOJESOJFSOMN

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.

Institutional holdersQ2 2026: 2,371 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ2 2026: $79.9B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2026.

Institutions holding SO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Friedenthal Financial0$00.00%−10,085−100.0%Sold out
Old National Bancorp0$00.00%−10,007−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−9,676−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−8,098−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−7,379−100.0%Sold out
Diversified Management Inc0$00.00%−7,277−100.0%Sold out
111 Capital0$00.00%−6,810−100.0%Sold out
Sepio Capital, LP0$00.00%−6,762−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−5,805−100.0%Sold out
Kesler, Norman & Wride, LLC0$00.00%−5,239−100.0%Sold out
SIH Partners, LLLP0$00.00%−5,158−100.0%Sold out
HBK Investments L P0$00.00%−5,123−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−4,603−100.0%Sold out
Willis Johnson & Associates, Inc.0$00.00%−4,045−100.0%Sold out
Smith & Howard Wealth Management, LLC0$00.00%−3,601−100.0%Sold out
Tuttle Tactical Management0$00.00%−3,392−100.0%Sold out
DLK Investment Management, LLC0$00.00%−3,375−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−3,250−100.0%Sold out
Quadrant Private Wealth Management, LLC0$00.00%−3,225−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−3,139−100.0%Sold out
Drake & Associates, LLC0$00.00%−3,108−100.0%Sold out
Van Diest Capital, LLC0$00.00%−3,066−100.0%Sold out
Stevens Capital Management LP0$00.00%−3,028−100.0%Sold out
Evoke Wealth, LLC0$00.00%−2,929−100.0%Sold out
BCS Private Wealth Management, Inc.0$00.00%−2,905−100.0%Sold out
Analyst IMS Investment Management Services Ltd.0$00.00%−2,877−100.0%Sold out
USAdvisors Wealth Management, LLC0$00.00%−2,825−100.0%Sold out
Elite Financial, Inc.0$00.00%−2,818−100.0%Sold out
MOR Wealth Management, LLC0$00.00%−2,666−100.0%Sold out
WealthShield Partners, LLC0$00.00%−2,585−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−2,556−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−2,543−100.0%Sold out
Holland Advisory Services, Inc.0$00.00%−2,381−100.0%Sold out
Vines Capital Management, LLC0$00.00%−2,359−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−2,281−100.0%Sold out
Presper Financial Architects, LLC0$00.00%−2,252−100.0%Sold out
Gibson Wealth Advisors LLC0$00.00%−2,232−100.0%Sold out
Hobart Private Capital, LLC0$00.00%−2,206−100.0%Sold out
Providence First Trust Co0$00.00%−2,124−100.0%Sold out
New Hampshire Trust0$00.00%−2,115−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−2,112−100.0%Sold out
PFG Advisors0$00.00%−2,100−100.0%Sold out
Chatterton & Associates Inc.0$00.00%−2,068−100.0%Sold out
Kiley Juergens Wealth Management, LLC0$00.00%−2,086−100.0%Sold out
Whalerock Point Partners, LLC0$00.00%−2,079−100.0%Sold out
Millennium Capital Advisors, LLC0$00.00%−2,079−100.0%Sold out
Presidio Capital Management, LLC0$00.00%−2,074−100.0%Sold out
Oasis Advisors, LLC0$00.00%−2,076−100.0%Sold out
Clear Investment Research, LLC0$00.00%−1,867−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−1,892−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−1,634−100.0%Sold out
Root Financial Partners, LLC0$00.00%−1,553−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−1,320−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,093−100.0%Sold out
DAGCO, Inc.0$00.00%−1,000−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−947−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−920−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−844−100.0%Sold out
RWM Asset Management, LLC0$00.00%−748−100.0%Sold out
Ballast Advisors LLC0$00.00%−702−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−470−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−470−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−443−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−389−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−370−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−330−100.0%Sold out
Operose Advisors LLC0$00.00%−316−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−259−100.0%Sold out
Evergreen Advisors, LLC0$00.00%−255−100.0%Sold out
Wellington Grp LLC0$00.00%−236−100.0%Sold out
Wall Street Access Asset Management, LLC0$00.00%−240−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−213−100.0%Sold out
WFA of San Diego, LLC0$00.00%−150−100.0%Sold out
Minot DeBlois Advisors LLC0$00.00%−148−100.0%Sold out
Lavaca Capital LLC0$00.00%−100−100.0%Sold out
Financial Freedom, LLC0$00.00%−100−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−100−100.0%Sold out
AXS Investments LLC0$00.00%−92−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−87−100.0%Sold out
Clayton Financial Group LLC0$00.00%−57−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−25−100.0%Sold out
Estabrook Capital Management0$00.00%−22−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−15−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−6−100.0%Sold out
Curio Wealth, LLC0$00.00%−4−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Signature Wealth Management Group––––Not filed
Farmers Trust Co––––Not filed
Jackson Hole Capital Partners, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Canandaigua National Corp––––Not filed
Richard Bernstein Advisors LLC––––Not filed
Bush Investment Group, LLC––––Not filed
Cfo Capital Management LLC––––Not filed
Jaffetilchin Investment Partners, LLC––––Not filed
Leo Wealth, LLC––––Not filed
Bedell Frazier Investment Counseling, LLC––––Not filed
Exencial Wealth Advisors, LLC––––Not filed