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 |
|---|---|---|---|---|---|
| Proathlete Wealth Management LLC | 1,832 | $175.5K | 0.04% | +15+0.8% | Added |
| Ostrum Asset Management | 1,864 | $178.4K | 0.01% | −1,002−35.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,884 | $180.4K | 0.02% | +310+19.7% | Added |
| Hager Investment Management Services, LLC | 1,897 | $181.6K | 0.08% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,971 | $188.6K | 0.04% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 2,006 | $192.0K | 0.12% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,009 | $192.3K | 0.00% | −5,231−72.3% | Reduced |
| Tiemann Investment Advisors, LLC | 2,026 | $193.9K | 0.07% | −300−12.9% | Reduced |
| Tripletail Wealth Management, LLC | 1,980 | $194.0K | 0.22% | +150+8.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,030 | $194.3K | 0.05% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,090 | $200.1K | 0.09% | −10−0.5% | Reduced |
| Artesa Financial Group, LLC | 2,091 | $200.1K | 0.17% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,094 | $200.4K | 0.06% | +2,094 | New |
| Legacy Bridge, LLC | 2,095 | $200.5K | 0.06% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,100 | $201.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 2,100 | $201.0K | 0.08% | 00.0% | Unchanged |
| Searcy Financial Services Inc | 2,101 | $201.1K | 0.07% | −90−4.1% | Reduced |
| Parcion Private Wealth LLC | 2,111 | $202.0K | 0.01% | +37+1.8% | Added |
| Haven Capital Group, Inc. | 2,113 | $202.2K | 0.16% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,123 | $203.2K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 2,124 | $203.3K | 0.14% | −132−5.9% | Reduced |
| Fagan Associates, Inc. | 2,124 | $203.3K | 0.03% | −400−15.8% | Reduced |
| Ponta Wealth Partners, LLC | 2,126 | $203.5K | 0.11% | +2,126 | New |
| AGH Wealth Advisors, LLC | 2,126 | $203.5K | 0.13% | +2,126 | New |
| RNC Capital Management LLC | 2,126 | $203.5K | 0.01% | +2,126 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,139 | $204.7K | 0.01% | 00.0% | Unchanged |
| Security Financial Services, INC. | 2,140 | $204.8K | 0.03% | +2,140 | New |
| Guardian Wealth Management, LLC | 2,142 | $205.0K | 0.06% | +12+0.6% | Added |
| Wealth Science Advisors LLC | 2,145 | $205.3K | 0.09% | +2,054+2,257.1% | Added |
| Madison Wealth Partners, Inc | 2,149 | $205.6K | 0.03% | +2,149 | New |
| CRA Financial Services, LLC | 2,149 | $205.7K | 0.02% | −557−20.6% | Reduced |
| Peoples Bank | 2,150 | $205.8K | 0.20% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $206.3K | 0.01% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,143 | $206.6K | 0.06% | −306−12.5% | Reduced |
| Black Diamond Financial, LLC | 2,159 | $206.6K | 0.02% | −131−5.7% | Reduced |
| REAP Financial Group, LLC | 2,165 | $207.2K | 0.04% | +11+0.5% | Added |
| Gradient Capital Advisors, LLC | 2,166 | $207.3K | 0.05% | +2+0.1% | Added |
| Floyd Financial Group LLC | 2,161 | $207.3K | 0.14% | −250−10.4% | Reduced |
| Juno Financial Group LLC | 2,169 | $207.6K | 0.07% | +33+1.5% | Added |
| Phillips Wealth Planners LLC | 2,137 | $207.9K | 0.15% | +2,137 | New |
| Raiffeisen Bank International AG | 2,156 | $207.9K | 0.00% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,174 | $208.1K | 0.04% | −131−5.7% | Reduced |
| Sagewood Asset Management LP | 2,175 | $208.2K | 0.05% | +2,175 | New |
| Keating Financial Advisory Services, Inc. | 2,180 | $208.6K | 0.03% | +265+13.8% | Added |
| Opinicus Capital, Inc. | 2,183 | $209.0K | 0.11% | +18+0.8% | Added |
| KMG Fiduciary Partners, LLC | 2,184 | $209.0K | 0.02% | −2,256−50.8% | Reduced |
| Strategic Financial Partners, Ltd. | 2,185 | $209.1K | 0.08% | −17−0.8% | Reduced |
| VSM Wealth Advisory, LLC | 2,186 | $209.2K | 0.06% | +2+0.1% | Added |
| Disciplined Investments, LLC | 2,188 | $209.4K | 0.07% | +2+0.1% | Added |
| Mascagni Wealth Management, Inc. | 2,189 | $209.5K | 0.13% | +3+0.1% | Added |
| TrustBank | 2,194 | $210.0K | 0.07% | −75−3.3% | Reduced |
| Copia Wealth Management | 2,195 | $210.1K | 0.13% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 2,199 | $210.5K | 0.06% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,200 | $210.6K | 0.01% | −2,878−56.7% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $210.6K | 0.15% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,200 | $210.6K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,200 | $210.6K | 0.05% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 2,200 | $210.6K | 0.08% | +2,200 | New |
| DT Investment Partners, LLC | 2,201 | $210.7K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,203 | $210.9K | 0.10% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,204 | $210.9K | 0.00% | +2,204 | New |
| Athena Investment Management | 2,208 | $211.3K | 0.13% | −250−10.2% | Reduced |
| Interactive Financial Advisors | 2,208 | $211.3K | 0.13% | 00.0% | Unchanged |
| Capula Management Ltd | 2,210 | $211.5K | 0.00% | −10,734−82.9% | Reduced |
| MBA Advisors LLC | 2,213 | $211.8K | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,211 | $212.0K | 0.06% | −252−10.2% | Reduced |
| Embree Financial Group | 2,224 | $212.8K | 0.02% | +2,224 | New |
| Fiduciary Wealth Partners, LLC | 2,226 | $213.1K | 0.12% | +20+0.9% | Added |
| Whittier Trust Co | 2,220 | $213.1K | 0.00% | +146+7.0% | Added |
| Storen Legacy Partners, LLC | 2,235 | $213.9K | 0.06% | +35+1.6% | Added |
| Garde Capital, Inc. | 2,236 | $214.0K | 0.01% | 00.0% | Unchanged |
| Bank of Stockton | 2,243 | $214.7K | 0.06% | −150−6.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $215.0K | 0.05% | 0 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,246 | $215.0K | 0.05% | +17+0.8% | Added |
| Emprise Bank | 2,248 | $215.2K | 0.08% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 2,249 | $215.3K | 0.07% | +47+2.1% | Added |
| BXM Wealth LLC | 2,250 | $215.3K | 0.12% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,253 | $215.6K | 0.00% | −553−19.7% | Reduced |
| Bingham Private Wealth, LLC | 2,257 | $216.0K | 0.15% | +2,257 | New |
| Baring Financial LLC | 2,267 | $217.0K | 0.12% | +136+6.4% | Added |
| Interchange Capital Partners, LLC | 2,268 | $217.1K | 0.04% | +2,268 | New |
| Greenfield Seitz Capital Management, LLC | 2,270 | $217.3K | 0.06% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,284 | $218.6K | 0.04% | −22−1.0% | Reduced |
| Private Management Group Inc | 2,288 | $218.9K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 2,290 | $219.2K | 0.05% | +2,290 | New |
| Ewa, LLC | 2,294 | $219.5K | 0.04% | +182+8.6% | Added |
| Alamar Capital Management, LLC | 2,298 | $219.9K | 0.11% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,300 | $220.1K | 0.02% | −400−14.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,300 | $220.1K | 0.07% | −13−0.6% | Reduced |
| AllGen Financial Advisors, Inc. | 2,300 | $220.1K | 0.05% | 00.0% | Unchanged |
| Tudor Financial Inc. | 2,301 | $220.2K | 0.10% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,303 | $220.5K | 0.01% | +131+6.0% | Added |
| Parthenon LLC | 2,307 | $220.8K | 0.02% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 2,310 | $221.1K | 0.10% | +217+10.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,311 | $221.2K | 0.07% | +16+0.7% | Added |
| Bernicke Wealth Management, Ltd. | 2,311 | $221.2K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,315 | $221.6K | 0.09% | −475−17.0% | Reduced |
| R.H. Investment Group, LLC | 2,317 | $221.8K | 0.17% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,323 | $222.3K | 0.02% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 2,325 | $222.5K | 0.07% | 00.0% | Unchanged |