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 |
|---|---|---|---|---|---|
| Ardent Capital Management, Inc. | 2,648 | $253.4K | 0.11% | −26−1.0% | Reduced |
| Advance Capital Management, Inc. | 2,649 | $253.5K | 0.01% | −25−0.9% | Reduced |
| Zevin Asset Management LLC | 2,650 | $253.6K | 0.04% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,650 | $253.6K | 0.05% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,911 | $253.8K | 0.10% | −400−12.1% | Reduced |
| Unified Investment Management | 2,663 | $254.9K | 0.24% | +10.0% | Added |
| Garrett Wealth Advisory Group, LLC | 2,668 | $255.4K | 0.04% | −24−0.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 2,669 | $255.4K | 0.09% | 00.0% | Unchanged |
| Readystate Asset Management LP | 2,670 | $255.5K | 0.01% | +2,670 | New |
| Waterford Advisors, LLC | 2,671 | $255.6K | 0.07% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,671 | $255.6K | 0.03% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 2,671 | $255.7K | 0.06% | +449+20.2% | Added |
| Octavia Wealth Advisors, LLC | 2,673 | $255.8K | 0.02% | −139−4.9% | Reduced |
| Rainey & Randall Investment Management Inc. | 2,675 | $256.0K | 0.04% | 00.0% | Unchanged |
| Code Waechter LLC | 2,676 | $256.1K | 0.13% | +33+1.2% | Added |
| STG Securities, LLC | 2,680 | $256.5K | 0.28% | +2,680 | New |
| Nova R Wealth, Inc. | 2,682 | $256.7K | 0.07% | +40+1.5% | Added |
| 44 Wealth Management LLC | 2,693 | $257.7K | 0.09% | −136−4.8% | Reduced |
| Brian Low Financial Group, LLC | 2,697 | $258.1K | 0.15% | +272+11.2% | Added |
| HORAN Wealth, LLC | 2,697 | $258.1K | 0.03% | −3,219−54.4% | Reduced |
| Crew Capital Management, Ltd. | 2,698 | $258.2K | 0.14% | 00.0% | Unchanged |
| Optas, LLC | 2,704 | $258.8K | 0.04% | +30+1.1% | Added |
| Caliber Wealth Management, LLC | 2,710 | $259.4K | 0.03% | +2,710 | New |
| Meriwether Wealth & Planning, LLC | 2,712 | $259.6K | 0.13% | +50+1.9% | Added |
| Baron Wealth Management LLC | 2,713 | $259.7K | 0.07% | +41+1.5% | Added |
| Pavion Blue Capital, LLC | 2,715 | $259.9K | 0.10% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 2,721 | $260.4K | 0.17% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 2,721 | $260.4K | 0.06% | +2,721 | New |
| Goldstein Advisors, LLC | 2,725 | $260.8K | 0.02% | +396+17.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,730 | $261.3K | 0.04% | −120−4.2% | Reduced |
| DV Trading LLC | 2,733 | $261.6K | 0.02% | +233+9.3% | Added |
| Grant Private Wealth Management Inc | 2,736 | $261.9K | 0.11% | +549+25.1% | Added |
| Strategic Financial Services, Inc, | 2,737 | $262.0K | 0.01% | −31−1.1% | Reduced |
| Liberty Capital Management, Inc. | 2,744 | $262.6K | 0.05% | +2,744 | New |
| Fortis Capital Advisors, LLC | 2,754 | $263.7K | 0.03% | +302+12.3% | Added |
| Northwest Bancshares, Inc. | 2,756 | $263.8K | 0.05% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,765 | $264.6K | 0.15% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,768 | $264.9K | 0.06% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 2,770 | $265.1K | 0.09% | −90−3.1% | Reduced |
| Revolve Wealth Partners, LLC | 2,771 | $265.2K | 0.03% | +248+9.8% | Added |
| Pine Haven Investment Counsel, Inc | 2,773 | $265.4K | 0.18% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,774 | $265.5K | 0.01% | +168+6.4% | Added |
| PYA Waltman Capital, LLC | 2,776 | $265.7K | 0.06% | +100+3.7% | Added |
| Evanson Financial, LLC | 2,779 | $266.0K | 0.01% | +2,779 | New |
| Bogart Wealth, LLC | 2,780 | $266.1K | 0.01% | +526+23.3% | Added |
| Enclave Advisors LLC | 2,783 | $266.4K | 0.03% | +42+1.5% | Added |
| V. M. Manning & Co., Inc. | 2,785 | $266.5K | 0.23% | +2,785 | New |
| Founders Grove Wealth Partners, LLC | 2,785 | $266.6K | 0.05% | −256−8.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,792 | $267.2K | 0.04% | 00.0% | Unchanged |
| Gerber, LLC | 2,793 | $267.3K | 0.13% | +5+0.2% | Added |
| Willow Creek Capital Management, Inc. | 2,796 | $267.6K | 0.26% | +2,796 | New |
| Fourth Dimension Wealth, LLC | 2,797 | $267.7K | 0.08% | +2,572+1,143.1% | Added |
| McMillan Office, Inc. | 2,800 | $268.0K | 0.03% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,802 | $268.0K | 0.07% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 2,802 | $268.0K | 0.07% | +152+5.7% | Added |
| Great Diamond Partners, LLC | 2,801 | $268.1K | 0.05% | −7−0.2% | Reduced |
| Alteri Wealth LLC | 2,813 | $269.3K | 0.07% | +7+0.2% | Added |
| Angeles Wealth Management, LLC | 2,816 | $269.5K | 0.01% | +77+2.8% | Added |
| Ipsen Advisor Group LLC | 2,816 | $269.6K | 0.17% | +7+0.2% | Added |
| Rodgers & Associates, LTD | 2,818 | $269.7K | 0.02% | +23+0.8% | Added |
| Value Investment Professionals, LLC | 2,818 | $269.7K | 0.23% | +2,818 | New |
| Corsicana & Co. | 2,820 | $269.9K | 0.13% | −100−3.4% | Reduced |
| North Star Asset Management Inc | 2,826 | $270.5K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 2,828 | $270.7K | 0.01% | −11,493−80.3% | Reduced |
| Royal Fund Management, LLC | 2,829 | $270.8K | 0.02% | +22+0.8% | Added |
| Power Wealth Management LLC | 2,831 | $271.0K | 0.09% | +17+0.6% | Added |
| Dynasty Wealth Management, LLC | 2,838 | $271.6K | 0.00% | +2,838 | New |
| Fayez Sarofim & Co | 2,840 | $271.8K | 0.00% | +340+13.6% | Added |
| PFC Capital Group, Inc. | 2,850 | $272.0K | 0.10% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 2,824 | $272.1K | 0.13% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,848 | $272.6K | 0.02% | +586+25.9% | Added |
| Strategic Advisors LLC | 2,855 | $273.2K | 0.06% | +4+0.1% | Added |
| Secure Asset Management, LLC | 2,860 | $273.7K | 0.04% | −1,645−36.5% | Reduced |
| N.E.W. Advisory Services LLC | 2,868 | $274.5K | 0.02% | −17−0.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,870 | $274.7K | 0.10% | −267−8.5% | Reduced |
| Lazari Capital Management, Inc. | 2,871 | $274.8K | 0.08% | −81−2.7% | Reduced |
| Princeton Global Asset Management LLC | 2,872 | $274.9K | 0.04% | −66−2.2% | Reduced |
| Keystone Financial Group, Inc. | 2,875 | $275.1K | 0.14% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 2,875 | $275.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,877 | $275.4K | 0.00% | −54−1.8% | Reduced |
| Shufro Rose & Co LLC | 2,879 | $275.6K | 0.02% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 2,879 | $275.6K | 0.04% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 2,883 | $275.9K | 0.15% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,884 | $276.0K | 0.02% | +176+6.5% | Added |
| KRS Capital Management, LLC | 2,886 | $276.2K | 0.13% | −100−3.3% | Reduced |
| Howland Capital Management LLC | 2,891 | $276.7K | 0.01% | +2,891 | New |
| Ledgewood Wealth Advisors, LLC | 2,892 | $276.8K | 0.15% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,900 | $277.6K | 0.02% | +500+20.8% | Added |
| Paradigm Asset Management Co LLC | 2,900 | $277.6K | 0.06% | +2,900 | New |
| Investment Advisory Services Inc | 2,901 | $277.7K | 0.08% | +85+3.0% | Added |
| Jacobsen Capital Management | 2,903 | $277.8K | 0.08% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,913 | $278.9K | 0.10% | −4−0.1% | Reduced |
| Gilman Hill Asset Management, LLC | 2,920 | $279.5K | 0.04% | −50−1.7% | Reduced |
| Davis Investment Partners, LLC | 2,923 | $279.8K | 0.09% | +10.0% | Added |
| Harvey Investment Co LLC | 2,926 | $280.0K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,932 | $280.7K | 0.17% | −314−9.7% | Reduced |
| HC Advisors, LLC | 2,938 | $281.2K | 0.17% | 00.0% | Unchanged |
| Indivisible Partners | 2,943 | $281.7K | 0.02% | +2,943 | New |
| Optivise Advisory Services LLC | 2,944 | $281.8K | 0.14% | +379+14.8% | Added |
| Brown Financial Advisory | 2,945 | $281.8K | 0.12% | −8−0.3% | Reduced |