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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 4,029 | $385.6K | 0.05% | 00.0% | Unchanged |
| RDA Financial Network | 4,038 | $386.4K | 0.08% | −18,532−82.1% | Reduced |
| Alchemi Wealth, LLC | 4,041 | $386.8K | 0.18% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 4,050 | $387.6K | 0.21% | −348−7.9% | Reduced |
| Hanson & Doremus Investment Management | 4,061 | $389.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,081 | $390.6K | 0.16% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 4,087 | $391.2K | 0.05% | +158+4.0% | Added |
| Pinnacle Bancorp, Inc. | 4,088 | $391.3K | 0.10% | +190+4.9% | Added |
| Brandywine Oak Private Wealth LLC | 4,088 | $391.3K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,097 | $392.0K | 0.02% | −14,173−77.6% | Reduced |
| Investment House LLC | 4,100 | $392.4K | 0.02% | −358−8.0% | Reduced |
| Platform Technology Partners | 4,107 | $393.0K | 0.06% | +197+5.0% | Added |
| Strategic Wealth Partners, Ltd. | 4,109 | $393.2K | 0.02% | +319+8.4% | Added |
| JB Capital LLC | 4,120 | $394.3K | 0.01% | +6+0.1% | Added |
| Wealthspan Partners, LLC | 4,122 | $394.5K | 0.12% | +3+0.1% | Added |
| American Financial Advisors, LLC | 4,128 | $395.0K | 0.05% | +22+0.5% | Added |
| Keynote Financial Services LLC | 4,138 | $396.0K | 0.19% | −105−2.5% | Reduced |
| Summit Global Investments | 4,144 | $397.0K | 0.02% | −2,044−33.0% | Reduced |
| Virtue Capital Management, LLC | 4,148 | $397.0K | 0.05% | −38−0.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,155 | $397.7K | 0.12% | −74−1.7% | Reduced |
| Aberdeen Wealth Management LLC | 4,155 | $397.7K | 0.19% | −4,318−51.0% | Reduced |
| E Fund Management Co., Ltd. | 4,159 | $398.1K | 0.01% | +80+2.0% | Added |
| Level Wealth Management LLC | 4,179 | $399.9K | 0.16% | −72−1.7% | Reduced |
| NFP Retirement, Inc. | 4,185 | $400.5K | 0.02% | +356+9.3% | Added |
| OneAscent Family Office, LLC | 4,189 | $400.9K | 0.20% | +304+7.8% | Added |
| LCM Capital Management Inc | 4,191 | $401.1K | 0.18% | +164+4.1% | Added |
| Radnor Capital Management, LLC | 4,200 | $402.0K | 0.06% | 00.0% | Unchanged |
| Spinnaker Trust | 4,217 | $403.6K | 0.02% | +39+0.9% | Added |
| Meridian Financial, LLC | 4,227 | $404.6K | 0.19% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 4,230 | $404.9K | 0.16% | 00.0% | Unchanged |
| Bluedoor Private Wealth, LLC | 4,233 | $405.1K | 0.17% | +3+0.1% | Added |
| Blue Rock Wealth Management LLC | 4,237 | $405.5K | 0.23% | −3,578−45.8% | Reduced |
| TRB Wealth Management, LLC | 4,239 | $405.7K | 0.05% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,240 | $405.8K | 0.03% | +278+7.0% | Added |
| Members Wealth LLC | 4,241 | $405.9K | 0.22% | +8+0.2% | Added |
| Resonant Capital Advisors, LLC | 4,245 | $406.3K | 0.02% | +272+6.8% | Added |
| Patriot Investment Management Inc. | 4,262 | $407.9K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,264 | $408.1K | 0.05% | +64+1.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,265 | $408.2K | 0.11% | +25+0.6% | Added |
| Altfest L J & Co Inc | 4,278 | $409.4K | 0.04% | −1,302−23.3% | Reduced |
| Hall Capital Management Co Inc | 4,286 | $410.2K | 0.13% | −125−2.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,291 | $410.7K | 0.02% | −409−8.7% | Reduced |
| Chapin Davis, Inc. | 4,291 | $410.7K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,293 | $410.9K | 0.07% | +14+0.3% | Added |
| Gateway Investment Advisers LLC | 4,299 | $411.5K | 0.00% | −1,411−24.7% | Reduced |
| Acorns Advisers, LLC | 4,306 | $412.0K | 0.00% | +488+12.8% | Added |
| Maridea Wealth Management LLC | 4,320 | $413.4K | 0.04% | −1,539−26.3% | Reduced |
| SmartHarvest Portfolios, LLC | 4,324 | $413.8K | 0.13% | +288+7.1% | Added |
| Longview Financial Advisors, Inc. | 4,326 | $414.0K | 0.24% | +5+0.1% | Added |
| Elmwood Wealth Management, Inc. | 4,350 | $416.3K | 0.10% | +140+3.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,351 | $416.4K | 0.01% | −159−3.5% | Reduced |
| AMG National Trust Bank | 4,370 | $418.3K | 0.01% | −3,088−41.4% | Reduced |
| Wealth Management Nebraska | 4,388 | $420.0K | 0.04% | −106−2.4% | Reduced |
| Firestone Capital Management | 4,408 | $421.9K | 0.08% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,437 | $422.1K | 0.18% | +51+1.2% | Added |
| Warwick Investment Management, Inc. | 4,412 | $422.3K | 0.05% | +993+29.0% | Added |
| Legacy Trust | 4,413 | $422.4K | 0.07% | −278−5.9% | Reduced |
| Severin Investments, LLC | 4,415 | $422.5K | 0.32% | +215+5.1% | Added |
| Oslo Pensjonsforsikring AS | 4,423 | $423.3K | 0.05% | +450+11.3% | Added |
| May Hill Capital, LLC | 4,426 | $423.7K | 0.09% | +836+23.3% | Added |
| Huntleigh Advisors, Inc. | 4,434 | $424.4K | 0.06% | +437+10.9% | Added |
| Palumbo Wealth Management LLC | 4,437 | $424.7K | 0.09% | +87+2.0% | Added |
| Willis Investment Counsel | 4,447 | $425.6K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4,450 | $425.9K | 0.12% | +7+0.2% | Added |
| Quotient Wealth Partners, LLC | 4,455 | $426.4K | 0.01% | +467+11.7% | Added |
| Heritage Wealth Management, Inc. | 4,456 | $426.5K | 0.11% | +4,456 | New |
| Tributary Capital Management, LLC | 4,475 | $428.3K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,475 | $428.3K | 0.20% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 4,487 | $429.5K | 0.26% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 4,489 | $429.6K | 0.17% | −308−6.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,495 | $430.2K | 0.06% | −2,894−39.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,500 | $430.7K | 0.03% | −500−10.0% | Reduced |
| Bank of New Hampshire | 4,502 | $430.9K | 0.09% | −105−2.3% | Reduced |
| FSA Investment Group, LLC | 4,529 | $433.4K | 0.14% | +2,244+98.2% | Added |
| J. L. Bainbridge & Co., Inc. | 4,538 | $434.3K | 0.03% | +4+0.1% | Added |
| Bedel Financial Consulting, Inc. | 4,539 | $434.4K | 0.04% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 4,541 | $434.6K | 0.03% | +15+0.3% | Added |
| Godsey & Gibb Associates | 4,543 | $434.8K | 0.04% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 4,549 | $435.4K | 0.43% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,550 | $435.5K | 0.29% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,560 | $436.4K | 0.02% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 4,581 | $438.4K | 0.07% | +4,581 | New |
| Veracity Capital LLC | 4,600 | $440.3K | 0.12% | −272−5.6% | Reduced |
| Violich Capital Management, Inc. | 4,629 | $443.0K | 0.05% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 4,666 | $443.8K | 0.01% | +1,006+27.5% | Added |
| Wealth Advisory Team LLC | 4,639 | $444.0K | 0.36% | +4,639 | New |
| Manske Wealth Management | 4,642 | $444.2K | 0.11% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,643 | $444.4K | 0.02% | +230+5.2% | Added |
| Sara-Bay Financial | 4,647 | $444.8K | 0.12% | +116+2.6% | Added |
| Thomas Story & Son LLC | 4,650 | $445.1K | 0.16% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,654 | $445.4K | 0.08% | −48−1.0% | Reduced |
| Heritage Wealth Advisors | 4,669 | $446.9K | 0.02% | +1,239+36.1% | Added |
| Worth Financial Advisory Group, LLC | 4,678 | $447.7K | 0.19% | +4,678 | New |
| Soltis Investment Advisors LLC | 4,681 | $448.0K | 0.03% | +191+4.3% | Added |
| Camden Capital, LLC | 4,685 | $448.4K | 0.02% | −217−4.4% | Reduced |
| Seelaus Asset Management LLC | 4,696 | $449.5K | 0.32% | −227−4.6% | Reduced |
| Waycross Partners, LLC | 4,709 | $450.7K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,710 | $450.8K | 0.10% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,714 | $451.2K | 0.02% | −7−0.1% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $451.5K | 0.25% | 00.0% | Unchanged |