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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 3,375 | $323.0K | 0.02% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 3,375 | $323.0K | 0.02% | −1,000−22.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,380 | $323.5K | 0.03% | −700−17.2% | Reduced |
| Finer Wealth Management, Inc. | 3,382 | $323.7K | 0.14% | +11+0.3% | Added |
| Groupe la Francaise | 3,382 | $323.7K | 0.00% | +3,382 | New |
| Douglass Winthrop Advisors, LLC | 3,400 | $325.4K | 0.01% | −300−8.1% | Reduced |
| Beck Mack & Oliver LLC | 3,400 | $325.4K | 0.01% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,400 | $325.4K | 0.02% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 3,424 | $327.7K | 0.09% | −1,103−24.4% | Reduced |
| New Republic Capital, LLC | 3,444 | $329.6K | 0.08% | −1,886−35.4% | Reduced |
| Everpar Advisors LLC | 3,448 | $330.0K | 0.09% | +585+20.4% | Added |
| Kovitz Investment Group Partners, LLC | 3,453 | $330.5K | 0.01% | −42−1.2% | Reduced |
| Belleair Asset Management, LLC | 3,455 | $330.7K | 0.28% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 3,458 | $331.0K | 0.18% | +10+0.3% | Added |
| Cromwell Holdings LLC | 3,459 | $331.1K | 0.15% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,460 | $331.1K | 0.06% | +1,914+123.8% | Added |
| Qtron Investments LLC | 3,470 | $332.1K | 0.04% | −1,956−36.0% | Reduced |
| Quent Capital, LLC | 3,479 | $333.0K | 0.02% | −401−10.3% | Reduced |
| Integris Wealth Management, LLC | 3,488 | $333.8K | 0.07% | 00.0% | Unchanged |
| Regatta Research & Money Management | 3,493 | $334.1K | 0.32% | +3,493 | New |
| Madden Securities Corp | 3,500 | $335.0K | 0.09% | −25−0.7% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,502 | $335.2K | 0.20% | −12−0.3% | Reduced |
| Cabot Wealth Management Inc | 3,505 | $335.5K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,507 | $335.7K | 0.03% | −106−2.9% | Reduced |
| MBE Wealth Management, LLC | 3,512 | $336.1K | 0.12% | −162−4.4% | Reduced |
| Bucket List Wealth Management, LLC | 3,516 | $336.5K | 0.17% | +3,516 | New |
| Stonebridge Capital Advisors LLC | 3,517 | $336.6K | 0.02% | +200+6.0% | Added |
| Impact Partnership Wealth, LLC | 3,519 | $336.8K | 0.03% | +3,519 | New |
| IFC Advisors LLC | 3,527 | $337.6K | 0.04% | +28+0.8% | Added |
| FSA Advisors, Inc. | 3,536 | $338.4K | 0.16% | +3,536 | New |
| Cary Street Partner Investment Advisory LLC | 3,536 | $338.4K | 0.07% | +262+8.0% | Added |
| FLC Capital Advisors | 3,540 | $338.8K | 0.06% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 3,549 | $339.7K | 0.07% | −585−14.2% | Reduced |
| Stronghold Wealth Management L.L.C. | 3,553 | $340.1K | 0.46% | −4−0.1% | Reduced |
| Colonial Trust Co | 3,558 | $340.5K | 0.04% | −856−19.4% | Reduced |
| Holos Integrated Wealth LLC | 3,503 | $340.8K | 0.16% | −150−4.1% | Reduced |
| Grandview Asset Management LLC | 3,563 | $341.0K | 0.08% | −95−2.6% | Reduced |
| Founders Financial Securities LLC | 3,575 | $342.2K | 0.02% | +609+20.5% | Added |
| Trilogy Capital Inc. | 3,577 | $342.4K | 0.01% | −330−8.4% | Reduced |
| Intellus Advisors LLC | 3,578 | $342.4K | 0.04% | +296+9.0% | Added |
| Satovsky Asset Management LLC | 3,589 | $343.5K | 0.05% | +29+0.8% | Added |
| Capital Analysts, LLC | 3,591 | $344.0K | 0.01% | +690+23.8% | Added |
| WealthTrust Asset Management, LLC | 3,595 | $344.0K | 0.19% | +4+0.1% | Added |
| White Pine Capital LLC | 3,599 | $344.5K | 0.08% | −248−6.4% | Reduced |
| Keb Asset Management, LLC | 3,604 | $345.0K | 0.06% | −23−0.6% | Reduced |
| Thompson Investment Management, Inc. | 3,614 | $345.9K | 0.04% | +20+0.6% | Added |
| Francis Financial, Inc. | 3,615 | $346.0K | 0.06% | +982+37.3% | Added |
| Ferguson Shapiro LLC | 3,621 | $346.6K | 0.10% | −695−16.1% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 3,629 | $347.4K | 0.10% | +6+0.2% | Added |
| Hardy Reed LLC | 3,645 | $348.9K | 0.02% | +3,645 | New |
| SGL Investment Advisors, Inc. | 3,828 | $349.6K | 0.12% | +3,828 | New |
| Continuum Advisory, LLC | 3,658 | $350.1K | 0.03% | +588+19.2% | Added |
| Magnolia Wealth Management, LLC | 3,659 | $350.2K | 0.18% | −209−5.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,662 | $350.5K | 0.08% | −54−1.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,672 | $351.4K | 0.02% | −532−12.7% | Reduced |
| Connecticut Capital Management Group, LLC | 3,675 | $351.7K | 0.28% | +21+0.6% | Added |
| Range Advisory, LLC | 3,682 | $352.4K | 0.04% | −289−7.3% | Reduced |
| Strategic Investment Advisors | 3,686 | $352.7K | 0.02% | −851−18.8% | Reduced |
| Retirement Income Solutions, Inc | 3,673 | $354.5K | 0.06% | 00.0% | Unchanged |
| King Wealth | 3,718 | $356.0K | 0.04% | +75+2.1% | Added |
| Second Half Financial Partners, LLC | 3,723 | $356.3K | 0.15% | −26−0.7% | Reduced |
| Bourne Lent Asset Management Inc | 3,731 | $357.1K | 0.12% | 00.0% | Unchanged |
| Tenet Wealth Partners, LLC | 3,708 | $357.7K | 0.27% | +3,708 | New |
| Banyan Capital Management, Inc. | 3,746 | $358.5K | 0.16% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 3,750 | $358.9K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,752 | $359.1K | 0.01% | +46+1.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,761 | $360.0K | 0.03% | +11+0.3% | Added |
| MKT Advisors LLC | 3,702 | $360.2K | 0.11% | −913−19.8% | Reduced |
| Wayfinding Financial, LLC | 3,775 | $361.0K | 0.14% | +91+2.5% | Added |
| Woodard & Co Asset Management Group Inc | 3,779 | $361.7K | 0.05% | +109+3.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 3,780 | $361.8K | 0.01% | −85−2.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 3,781 | $361.9K | 0.09% | −108−2.8% | Reduced |
| Peak Retirement Planning, Inc. | 3,783 | $362.1K | 0.06% | +63+1.7% | Added |
| Ellis Investment Partners, LLC | 3,783 | $362.1K | 0.05% | +31+0.8% | Added |
| WealthBridge Capital Management, LLC | 3,785 | $362.3K | 0.07% | −31−0.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,802 | $363.9K | 0.08% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 3,803 | $364.0K | 0.05% | +10.0% | Added |
| Meadow Creek Wealth Advisors LLC | 3,813 | $364.9K | 0.22% | −86−2.2% | Reduced |
| Salomon & Ludwin, LLC | 3,870 | $368.1K | 0.03% | +518+15.5% | Added |
| Proactive Wealth Strategies LLC | 3,848 | $368.4K | 0.06% | +18+0.5% | Added |
| Narwhal Capital Management | 3,859 | $369.3K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 3,874 | $370.8K | 0.02% | −2,366−37.9% | Reduced |
| Gentry Private Wealth, LLC | 3,890 | $372.3K | 0.19% | −52−1.3% | Reduced |
| PFG Private Wealth Management, LLC | 3,895 | $372.8K | 0.16% | +199+5.4% | Added |
| Sovran Advisors, LLC | 3,855 | $373.1K | 0.03% | +212+5.8% | Added |
| Symmetry Partners, LLC | 3,899 | $373.2K | 0.02% | +20+0.5% | Added |
| Campion Asset Management LLC | 3,903 | $373.6K | 0.23% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 3,903 | $373.6K | 0.07% | +648+19.9% | Added |
| Trust Co of the South | 3,932 | $376.3K | 0.05% | −1,128−22.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,944 | $377.5K | 0.03% | +3,944 | New |
| Prelude Capital Management, LLC | 3,950 | $378.1K | 0.03% | +3,950 | New |
| Atlanta Consulting Group Advisors, LLC | 3,969 | $379.9K | 0.06% | +1,603+67.8% | Added |
| Trust Co of Toledo NA | 3,971 | $380.1K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,977 | $380.6K | 0.01% | +3,977 | New |
| D'Orazio & Associates, Inc. | 3,979 | $380.8K | 0.04% | +133+3.5% | Added |
| Acropolis Investment Management, LLC | 3,979 | $380.9K | 0.02% | +100+2.6% | Added |
| Envision Financial Transparency, LLC | 4,821 | $382.4K | 0.33% | +826+20.7% | Added |
| ESL Trust Services, LLC | 4,000 | $382.8K | 0.07% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,003 | $383.1K | 0.02% | +129+3.3% | Added |
| OMNI 360 Wealth, Inc. | 4,028 | $385.5K | 0.18% | 00.0% | Unchanged |