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 |
|---|---|---|---|---|---|
| CNB Bank | 653 | $62.5K | 0.02% | 00.0% | Unchanged |
| Planning Strategies Inc. | 654 | $62.6K | 0.04% | +654 | New |
| Global Trust Asset Management, LLC | 663 | $63.5K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 665 | $63.6K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 667 | $63.8K | 0.20% | −1,298−66.1% | Reduced |
| Leonteq Securities AG | 680 | $65.1K | 0.00% | −1,977−74.4% | Reduced |
| Triumph Capital Management | 689 | $66.0K | 0.01% | −22−3.1% | Reduced |
| EFG International AG | 692 | $66.2K | 0.00% | −4−0.6% | Reduced |
| Kingdom Financial Group LLC. | 692 | $66.3K | 0.02% | +563+436.4% | Added |
| Avalon Trust Co | 700 | $67.0K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 700 | $67.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 705 | $67.5K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 722 | $69.1K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 723 | $69.2K | 0.01% | −619−46.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 728 | $69.7K | 0.01% | +34+4.9% | Added |
| Boyd Watterson Asset Management LLC | 734 | $70.3K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 736 | $70.4K | 0.04% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 742 | $71.0K | 0.02% | −77−9.4% | Reduced |
| Owl Creek Wealth Partners LLC | 756 | $72.4K | 0.02% | +45+6.3% | Added |
| Flagship Wealth Advisors, LLC | 800 | $76.6K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 823 | $78.8K | 0.02% | +113+15.9% | Added |
| Asset Dedication, LLC | 824 | $78.9K | 0.00% | −86−9.5% | Reduced |
| Northwest & Ethical Investments L.P. | 818 | $79.1K | 0.00% | −4,761−85.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 829 | $80.0K | 0.02% | −39−4.5% | Reduced |
| Chapman Financial Group, LLC | 840 | $80.4K | 0.05% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 849 | $81.3K | 0.03% | +849 | New |
| Kozak & Associates, Inc. | 865 | $82.3K | 0.01% | +7+0.8% | Added |
| Action Point Financial Planning, LLC | 890 | $84.4K | 0.01% | +890 | New |
| Strategic Investment Solutions, Inc. | 888 | $85.0K | 0.02% | −354−28.5% | Reduced |
| Highland Investment Advisors LLC | 894 | $85.6K | 0.04% | +894 | New |
| Roxbury Financial LLC | 903 | $86.4K | 0.07% | +7+0.8% | Added |
| Rossby Financial, LCC | 913 | $87.4K | 0.02% | +31+3.5% | Added |
| IAG Wealth Partners, LLC | 926 | $88.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 929 | $88.9K | 0.01% | −225−19.5% | Reduced |
| GW&K Investment Management, LLC | 929 | $89.0K | 0.00% | −55−5.6% | Reduced |
| Kennebec Savings Bank | 958 | $91.7K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 982 | $94.0K | 0.01% | +6+0.6% | Added |
| Dunhill Financial, LLC | 993 | $95.1K | 0.02% | +219+28.3% | Added |
| Caldwell Sutter Capital, Inc. | 994 | $95.1K | 0.04% | −10−1.0% | Reduced |
| Synergy Investment Management, LLC | 1,002 | $96.0K | 0.02% | +230+29.8% | Added |
| Silver Grove Financial Group, Inc. | 1,005 | $96.2K | 0.05% | +797+383.2% | Added |
| Dorato Capital Management | 1,007 | $96.3K | 0.07% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,007 | $96.4K | 0.01% | +27+2.8% | Added |
| American Capital Advisory, LLC | 1,009 | $96.6K | 0.04% | +12+1.2% | Added |
| Beacon Financial Strategies CORP | 1,016 | $97.2K | 0.05% | +629+162.5% | Added |
| Lloyd Advisory Services, LLC. | 1,041 | $99.7K | 0.04% | +912+707.0% | Added |
| Redwood Park Advisors LLC | 1,049 | $100.4K | 0.07% | +9+0.9% | Added |
| POM Investment Strategies, LLC | 1,060 | $101.5K | 0.11% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,061 | $101.6K | 0.04% | +232+28.0% | Added |
| Vision Financial Markets LLC | 1,068 | $101.6K | 0.09% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,082 | $103.6K | 0.06% | +165+18.0% | Added |
| Trifecta Capital Advisors, LLC | 1,084 | $103.8K | 0.01% | +34+3.2% | Added |
| Bellevue Asset Management, LLC | 1,084 | $103.8K | 0.05% | +6+0.6% | Added |
| Financial Gravity Companies, Inc. | 1,087 | $104.0K | 0.02% | +1,087 | New |
| Ares Financial Consulting, LLC | 1,100 | $105.3K | 0.08% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,104 | $105.7K | 0.01% | +3+0.3% | Added |
| Manning & Napier Advisors LLC | 1,100 | $106.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,117 | $106.9K | 0.08% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,154 | $110.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,150 | $110.1K | 0.03% | −336−22.6% | Reduced |
| Proffitt & Goodson Inc | 1,163 | $111.3K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,182 | $113.1K | 0.01% | +38+3.3% | Added |
| Horizon Financial Services, LLC | 1,188 | $113.7K | 0.04% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,200 | $114.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,225 | $117.2K | 0.01% | +1,172+2,211.3% | Added |
| JNBA Financial Advisors | 1,262 | $120.8K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,273 | $121.8K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,302 | $124.6K | 0.01% | +7+0.5% | Added |
| Buck Wealth Strategies, LLC | 1,306 | $125.0K | 0.01% | +1,306 | New |
| Smallwood Wealth Investment Management, LLC | 1,310 | $125.4K | 0.05% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 1,333 | $128.6K | 0.05% | +1,333 | New |
| Gen-Wealth Partners Inc | 1,347 | $128.9K | 0.04% | +14+1.1% | Added |
| Avion Wealth | 1,348 | $129.0K | 0.02% | +109+8.8% | Added |
| Westfuller Advisors, LLC | 1,386 | $132.7K | 0.05% | +4+0.3% | Added |
| Community Financial Services Group, LLC | 1,401 | $133.3K | 0.02% | +890+174.2% | Added |
| Millstone Evans Group, LLC | 1,397 | $133.7K | 0.07% | +16+1.2% | Added |
| Toth Financial Advisory Corp | 1,397 | $133.7K | 0.01% | −3−0.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,450 | $138.8K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,459 | $139.6K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,474 | $141.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,479 | $141.5K | 0.01% | +7+0.5% | Added |
| Acima Private Wealth, LLC | 1,500 | $143.6K | 0.04% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,500 | $143.6K | 0.11% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,501 | $143.7K | 0.05% | 00.0% | Unchanged |
| Mosley Wealth Management | 1,564 | $149.7K | 0.05% | −10,022−86.5% | Reduced |
| Basecamp Wealth Advisors LLC | 1,581 | $151.3K | 0.03% | −5−0.3% | Reduced |
| South Plains Financial, Inc. | 1,605 | $153.6K | 0.08% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,672 | $154.7K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,630 | $156.0K | 0.04% | +360+28.3% | Added |
| Investment Research & Advisory Group, Inc. | 1,591 | $156.7K | 0.05% | +1,087+215.7% | Added |
| JFS Wealth Advisors, LLC | 1,655 | $158.4K | 0.01% | +367+28.5% | Added |
| Creative Financial Designs Inc | 1,685 | $161.3K | 0.01% | −45−2.6% | Reduced |
| MV Capital Management, Inc. | 1,713 | $164.0K | 0.01% | +22+1.3% | Added |
| Beacon Investment Advisory Services, Inc. | 1,725 | $165.1K | 0.01% | −205−10.6% | Reduced |
| Silvant Capital Management LLC | 1,727 | $165.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,739 | $166.4K | 0.03% | −3−0.2% | Reduced |
| Community Bank, N.A. | 1,750 | $167.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,760 | $168.0K | 0.02% | −90−4.9% | Reduced |
| Nemes Rush Group LLC | 1,757 | $168.1K | 0.01% | +451+34.5% | Added |
| PlanVest Financial, Inc | 1,789 | $171.2K | 0.11% | +3+0.2% | Added |