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 |
|---|---|---|---|---|---|
| Cottage Street Advisors LLC | 2,333 | $222.7K | 0.09% | +8+0.3% | Added |
| Midland Wealth Advisors LLC | 2,333 | $223.3K | 0.01% | −410−14.9% | Reduced |
| Davis R M Inc | 2,344 | $224.4K | 0.00% | −302−11.4% | Reduced |
| Essex Investment Management Co LLC | 2,353 | $225.2K | 0.03% | −14−0.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,358 | $225.7K | 0.05% | +56+2.4% | Added |
| William B. Walkup & Associates, Inc. | 2,358 | $225.7K | 0.11% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,359 | $225.8K | 0.00% | +246+11.6% | Added |
| Manchester Capital Management LLC | 2,362 | $226.1K | 0.03% | −2−0.1% | Reduced |
| Steinberganna Wealth Management | 2,365 | $226.3K | 0.09% | +20+0.9% | Added |
| Wealth Architects, LLC | 2,373 | $227.1K | 0.02% | +25+1.1% | Added |
| MPS Loria Financial Planners, LLC | 2,374 | $227.2K | 0.05% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 2,380 | $227.8K | 0.30% | −46−1.9% | Reduced |
| Partners in Financial Planning | 2,386 | $228.4K | 0.03% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,389 | $228.7K | 0.09% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,393 | $229.0K | 0.07% | −21−0.9% | Reduced |
| Axecap Investments, LLC | 2,393 | $229.0K | 0.13% | +11+0.5% | Added |
| Innova Wealth Partners | 2,396 | $229.3K | 0.09% | −34−1.4% | Reduced |
| Traveka Wealth, LLC | 2,404 | $230.0K | 0.08% | +69+3.0% | Added |
| Forbes Financial Planning, Inc. | 2,404 | $230.1K | 0.12% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,419 | $231.5K | 0.00% | −2,978−55.2% | Reduced |
| Capital Performance Advisors LLP | 2,420 | $231.6K | 0.01% | −578−19.3% | Reduced |
| Live Oak Investment Partners | 2,422 | $231.8K | 0.12% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,423 | $231.9K | 0.07% | +11+0.5% | Added |
| Wedge Capital Management L L P | 2,423 | $231.9K | 0.00% | +2,423 | New |
| Verus Capital Partners, LLC | 2,425 | $232.1K | 0.01% | −123−4.8% | Reduced |
| Spears Abacus Advisors LLC | 2,428 | $232.4K | 0.00% | +6+0.2% | Added |
| Brighton Securities Corp. | 2,428 | $232.4K | 0.10% | −150−5.8% | Reduced |
| Spartan Planning & Wealth Management | 2,438 | $233.4K | 0.16% | +153+6.7% | Added |
| Heritage Investment Group, Inc. | 2,445 | $234.0K | 0.03% | 00.0% | Unchanged |
| Old Peak Finance LLC | 2,446 | $234.1K | 0.11% | +2,446 | New |
| Thayer Partners, LLC | 2,447 | $234.2K | 0.10% | +148+6.4% | Added |
| Alliance Wealth Advisors, LLC | 2,450 | $234.5K | 0.04% | +2,450 | New |
| Whittier Trust Co of Nevada Inc | 2,411 | $234.6K | 0.00% | +40+1.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 2,451 | $234.6K | 0.03% | +35+1.4% | Added |
| Fiduciary Planning LLC | 2,453 | $234.8K | 0.06% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,457 | $235.2K | 0.06% | +251+11.4% | Added |
| Alpine Bank Wealth Management | 2,460 | $235.4K | 0.03% | −2−0.1% | Reduced |
| Tevis Investment Management | 2,462 | $235.6K | 0.13% | +13+0.5% | Added |
| Tiaa Trust, National Association | 2,467 | $236.1K | 0.01% | −531−17.7% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,481 | $237.5K | 0.07% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,483 | $237.6K | 0.01% | −1,980−44.4% | Reduced |
| Monetary Solutions, Ltd | 2,483 | $237.6K | 0.20% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,483 | $237.6K | 0.07% | +750+43.3% | Added |
| Forbes J M & Co LLP | 2,488 | $238.1K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 2,488 | $238.1K | 0.00% | 00.0% | Unchanged |
| William John Sempolinski | 2,488 | $238.1K | 0.10% | 00.0% | Unchanged |
| Sentinus, LLC | 2,497 | $238.9K | 0.02% | +54+2.2% | Added |
| Philip James Wealth Mangement, LLC | 2,497 | $239.0K | 0.03% | −299−10.7% | Reduced |
| Westover Capital Advisors, LLC | 2,500 | $239.3K | 0.04% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $239.3K | 0.13% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $239.3K | 0.16% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,501 | $239.4K | 0.08% | −204−7.5% | Reduced |
| Cornerstone Planning Group LLC | 2,509 | $240.4K | 0.03% | −19−0.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,513 | $240.5K | 0.14% | +150+6.3% | Added |
| Covenant Asset Management, LLC | 2,514 | $240.6K | 0.04% | +314+14.3% | Added |
| Accel Wealth Management | 2,514 | $240.6K | 0.05% | +24+1.0% | Added |
| Rathbone Brothers plc | 2,515 | $240.7K | 0.00% | +2,515 | New |
| Walsh & Associates, LLC | 2,520 | $241.2K | 0.20% | −400−13.7% | Reduced |
| Per Stirling Capital Management, LLC. | 2,520 | $241.2K | 0.02% | +17+0.7% | Added |
| Legacy Edge Advisors, LLC | 2,529 | $242.1K | 0.02% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 2,533 | $242.4K | 0.11% | +3+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,540 | $243.1K | 0.06% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 2,545 | $243.6K | 0.09% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2,559 | $244.0K | 0.06% | +85+3.4% | Added |
| Aldebaran Financial Inc. | 2,550 | $244.1K | 0.20% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,550 | $244.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 2,551 | $244.2K | 0.03% | +137+5.7% | Added |
| Braun-Bostich & Associates Inc. | 2,552 | $244.3K | 0.14% | −184−6.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,552 | $244.3K | 0.03% | −71−2.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,554 | $244.5K | 0.03% | −222−8.0% | Reduced |
| Enterprise Financial Services Corp | 2,564 | $245.4K | 0.10% | +55+2.2% | Added |
| Saxony Capital Management, LLC | 2,567 | $245.7K | 0.11% | −181−6.6% | Reduced |
| Accredited Investors Inc. | 2,569 | $245.9K | 0.01% | +240+10.3% | Added |
| FSM Wealth Advisors, LLC | 2,573 | $246.2K | 0.03% | +150+6.2% | Added |
| Longboard Asset Management, LP | 2,573 | $246.3K | 4.13% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,582 | $247.1K | 0.04% | +10.0% | Added |
| Vista Investment Partners LLC | 2,583 | $247.2K | 0.06% | −119−4.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,592 | $248.1K | 0.00% | +62+2.5% | Added |
| Williams Jones Wealth Management, LLC. | 2,596 | $248.5K | 0.00% | +259+11.1% | Added |
| Deseret Mutual Benefit Administrators | 2,598 | $248.7K | 0.08% | −162−5.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,599 | $248.8K | 0.00% | +2,599 | New |
| Laffer Tengler Investments | 2,600 | $248.8K | 0.03% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,600 | $248.9K | 0.08% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 2,601 | $248.9K | 0.09% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,601 | $248.9K | 0.03% | +2,601 | New |
| Chickasaw Capital Management LLC | 2,600 | $249.0K | 0.01% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,608 | $249.6K | 0.02% | +2,608 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,615 | $250.0K | 0.00% | +150+6.1% | Added |
| Chelsea Counsel Co | 2,614 | $250.2K | 0.11% | −150−5.4% | Reduced |
| Bluebird Wealth Management LLC | 2,616 | $250.4K | 0.22% | +132+5.3% | Added |
| First Financial Bankshares Inc | 2,617 | $250.5K | 0.00% | −5−0.2% | Reduced |
| Consilium Wealth Advisory, LLC | 2,618 | $250.6K | 0.07% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 2,621 | $250.9K | 0.04% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2,622 | $251.0K | 0.16% | +104+4.1% | Added |
| Asset One Wealth Management LLC | 2,660 | $251.6K | 0.03% | −17−0.6% | Reduced |
| Rockbridge Investment Management, LCC | 2,632 | $251.9K | 0.02% | +26+1.0% | Added |
| Barlow Wealth Partners, Inc. | 2,620 | $252.5K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $253.2K | 0.00% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 2,646 | $253.2K | 0.09% | +232+9.6% | Added |
| Tucker Asset Management LLC | 2,648 | $253.4K | 0.06% | −157−5.6% | Reduced |