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 |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 2,947 | $282.0K | 0.02% | +273+10.2% | Added |
| Tennessee Valley Asset Management Partners | 2,950 | $282.3K | 0.03% | −33−1.1% | Reduced |
| Santori & Peters | 2,953 | $282.6K | 0.08% | +428+17.0% | Added |
| Signature Estate & Investment Advisors LLC | 2,959 | $283.4K | 0.01% | −392−11.7% | Reduced |
| Trust Co | 2,962 | $283.4K | 0.03% | −1,202−28.9% | Reduced |
| Legacy Advisors, LLC | 2,967 | $284.0K | 0.03% | +497+20.1% | Added |
| Strathmore Capital Advisors, Inc. | 3,027 | $284.1K | 0.08% | +82+2.8% | Added |
| Dutch Asset Corp | 2,982 | $285.4K | 0.14% | −50−1.6% | Reduced |
| Barnett & Company, Inc. | 2,983 | $285.5K | 0.21% | −37−1.2% | Reduced |
| Ridgeline Wealth, LLC | 2,987 | $285.9K | 0.17% | +15+0.5% | Added |
| Brookwood Investment Group LLC | 2,999 | $287.0K | 0.03% | −185−5.8% | Reduced |
| Asset Management Advisors, LLC | 3,000 | $287.1K | 0.16% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,000 | $287.1K | 0.05% | 00.0% | Unchanged |
| Miller Financial Services LLC | 3,000 | $287.1K | 0.23% | +3,000 | New |
| PW Nova Financial Services LLC | 3,001 | $287.2K | 0.06% | +9+0.3% | Added |
| KKM Financial LLC | 3,001 | $287.2K | 0.04% | 00.0% | Unchanged |
| SCS Capital Management LLC | 3,001 | $287.2K | 0.00% | +55+1.9% | Added |
| Investors Asset Management of Georgia Inc | 3,002 | $287.3K | 0.10% | −29−1.0% | Reduced |
| Morris Financial Concepts, Inc. | 3,008 | $287.9K | 0.09% | −39−1.3% | Reduced |
| LOM Asset Management Ltd | 3,015 | $288.6K | 0.07% | −100−3.2% | Reduced |
| Rossmore Private Capital | 3,024 | $289.4K | 0.02% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,031 | $290.1K | 0.05% | −234−7.2% | Reduced |
| Alpha Zero LLC | 3,024 | $290.5K | 0.11% | +3,024 | New |
| Cultivar Capital, Inc. | 3,036 | $290.6K | 0.19% | +31+1.0% | Added |
| Abacus Planning Group, Inc. | 3,038 | $290.8K | 0.04% | +879+40.7% | Added |
| Kaydan Wealth Management, Inc. | 3,051 | $292.0K | 0.09% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 3,029 | $292.0K | 0.19% | +3,029 | New |
| Vermillion Wealth Management, Inc. | 3,055 | $292.3K | 0.07% | −41−1.3% | Reduced |
| Berkshire Asset Management LLC | 3,057 | $292.6K | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,058 | $292.7K | 0.12% | +65+2.2% | Added |
| STAR Financial Bank | 3,059 | $292.8K | 0.12% | +57+1.9% | Added |
| United Community Bank | 3,065 | $293.4K | 0.09% | −36−1.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,067 | $293.5K | 0.21% | −75−2.4% | Reduced |
| Leigh Baldwin & Co., LLC | 3,067 | $293.6K | 0.16% | +11+0.4% | Added |
| Onefund, LLC | 3,069 | $293.7K | 0.17% | +42+1.4% | Added |
| Coastline Trust Co | 3,073 | $294.1K | 0.03% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 3,079 | $294.7K | 0.21% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,085 | $295.3K | 0.03% | +52+1.7% | Added |
| KLCM Advisors, Inc. | 3,087 | $295.5K | 0.02% | +13+0.4% | Added |
| First National Bank & Trust Co of Newtown | 3,127 | $295.6K | 0.06% | +136+4.5% | Added |
| LexAurum Advisors, LLC | 3,089 | $295.6K | 0.03% | +114+3.8% | Added |
| Financial Planning Hawaii, Inc. | 3,090 | $295.7K | 0.16% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 3,098 | $296.5K | 0.02% | −760−19.7% | Reduced |
| Sittner & Nelson, LLC | 3,099 | $296.6K | 0.09% | +13+0.4% | Added |
| Brendel Financial Advisors LLC | 3,100 | $296.7K | 0.14% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 3,115 | $298.1K | 0.14% | +25+0.8% | Added |
| Gryphon Financial Partners LLC | 3,123 | $298.9K | 0.03% | +180+6.1% | Added |
| Curran Financial Partners, LLC | 3,128 | $299.4K | 0.04% | +95+3.1% | Added |
| Aurdan Capital Management, LLC | 3,139 | $300.4K | 0.08% | −8−0.3% | Reduced |
| Baker Boyer National Bank | 3,140 | $300.5K | 0.08% | +108+3.6% | Added |
| Prospect Financial Services LLC | 3,145 | $301.0K | 0.15% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,149 | $301.4K | 0.03% | +14+0.4% | Added |
| Compass Wealth Management LLC | 3,150 | $301.5K | 0.06% | +3,150 | New |
| Highline Wealth Partners LLC | 3,165 | $303.0K | 0.06% | +2,469+354.7% | Added |
| Eagle Wealth Strategies LLC | 3,166 | $303.0K | 0.12% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 3,170 | $303.4K | 0.23% | +182+6.1% | Added |
| Armstrong, Fleming & Moore, Inc | 3,179 | $304.3K | 0.10% | −700−18.0% | Reduced |
| MJP Associates Inc | 3,184 | $304.7K | 0.03% | −983−23.6% | Reduced |
| Summit Wealth Partners, LLC | 3,190 | $305.3K | 0.04% | −300−8.6% | Reduced |
| Genesis Private Wealth, LLC | 3,198 | $306.1K | 0.09% | −19−0.6% | Reduced |
| Private Capital Advisors, Inc. | 3,200 | $306.3K | 0.03% | 00.0% | Unchanged |
| FCG Investment Co | 3,203 | $306.6K | 0.11% | +190+6.3% | Added |
| Biltmore Wealth Management, LLC | 3,205 | $306.8K | 0.10% | +2+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 3,208 | $307.1K | 0.04% | +159+5.2% | Added |
| Capital City Trust Co | 3,221 | $308.3K | 0.06% | −20−0.6% | Reduced |
| Choate Investment Advisors | 3,251 | $311.2K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,252 | $311.2K | 0.03% | −46−1.4% | Reduced |
| First American Trust, FSB | 3,258 | $311.8K | 0.02% | +6+0.2% | Added |
| Leslie Global Wealth, LLC | 3,267 | $312.7K | 0.12% | −140−4.1% | Reduced |
| AA Financial Advisors, LLC | 3,271 | $313.1K | 0.04% | −757−18.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,272 | $313.2K | 0.12% | −134−3.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $313.4K | 0.21% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,274 | $313.4K | 0.05% | +554+20.4% | Added |
| Sovereign Investment Advisors, LLC | 3,277 | $313.6K | 0.06% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,280 | $313.9K | 0.48% | +3,280 | New |
| Wedgewood Investors Inc | 3,285 | $314.4K | 0.32% | +105+3.3% | Added |
| Westside Investment Management, Inc. | 3,286 | $314.5K | 0.04% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | – | $314.9K | 0.22% | – | – |
| WealthPoint Financial, LLC | 3,302 | $316.0K | 0.23% | +24+0.7% | Added |
| Alpha Omega Wealth Management LLC | 3,307 | $316.5K | 0.05% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,308 | $316.6K | 0.03% | +3,308 | New |
| Richard Young Associates, Ltd. | 3,311 | $316.9K | 0.21% | +10+0.3% | Added |
| Victory Financial Group, LLC | 3,311 | $316.9K | 0.03% | +877+36.0% | Added |
| Foster Group, Inc. | 3,319 | $317.7K | 0.01% | +57+1.7% | Added |
| CDKV Holdings LLC | 3,321 | $317.8K | 0.25% | +14+0.4% | Added |
| Paradigm Financial Partners, LLC | 3,328 | $318.5K | 0.03% | +3,328 | New |
| Signature Equity Partners, LLC | 3,330 | $318.7K | 0.15% | +33+1.0% | Added |
| Byrne Asset Management LLC | 3,331 | $318.8K | 0.17% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,335 | $319.2K | 0.04% | +3,335 | New |
| Indiana Trust & Investment Management CO | 3,336 | $319.3K | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,336 | $319.3K | 0.05% | +2+0.1% | Added |
| YHB Investment Advisors, Inc. | 3,338 | $319.5K | 0.02% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,341 | $319.8K | 0.01% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 3,347 | $320.3K | 0.13% | −10−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 3,347 | $320.3K | 0.01% | −30−0.9% | Reduced |
| SageGuard Financial Group, LLC | 3,347 | $320.4K | 0.05% | +27+0.8% | Added |
| Zhang Financial LLC | 3,350 | $320.6K | 0.01% | +200+6.3% | Added |
| Total Clarity Wealth Management, Inc. | 3,351 | $320.7K | 0.06% | +187+5.9% | Added |
| Madrona Financial Services, LLC | 3,360 | $321.6K | 0.06% | +6+0.2% | Added |
| New Covenant Trust Company, N.A. | 3,363 | $321.9K | 0.24% | +1,177+53.8% | Added |