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; 2,371 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
- 2,371
- +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
- 730 more reduced
29 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 | 2,371 | $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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 13,562 | $1.30M | 0.08% | +3,083+29.4% | Added |
| Glen Eagle Advisors, LLC | 13,525 | $1.29M | 0.16% | −41−0.3% | Reduced |
| Autumn Glory Partners, LLC | 13,504 | $1.29M | 0.37% | +9+0.1% | Added |
| Mitchell Sinkler & Starr | 13,498 | $1.29M | 0.54% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 13,138 | $1.29M | 0.09% | +89+0.7% | Added |
| XML Financial, LLC | 13,443 | $1.29M | 0.09% | −2,256−14.4% | Reduced |
| Firethorn Wealth Partners, LLC | 13,420 | $1.28M | 0.41% | −440−3.2% | Reduced |
| Bank & Trust Co | 13,419 | $1.28M | 0.81% | 00.0% | Unchanged |
| Lionhunter Capital Management, LLC | 13,367 | $1.28M | 0.58% | +13,367 | New |
| Dougherty & Associates, LLC | 13,312 | $1.27M | 1.02% | +699+5.5% | Added |
| Wiser Wealth Management, Inc | 13,296 | $1.27M | 0.24% | +7,271+120.7% | Added |
| Constitution Capital LLC | 13,275 | $1.27M | 0.65% | −400−2.9% | Reduced |
| Magnolia Capital Advisors LLC | 13,272 | $1.27M | 0.22% | +512+4.0% | Added |
| Asset Advisors Investment Management, LLC | 13,263 | $1.27M | 0.12% | 00.0% | Unchanged |
| Asset Planning,Inc | 13,242 | $1.27M | 0.82% | +374+2.9% | Added |
| Farmers National Bank | 13,236 | $1.27M | 0.26% | −1,024−7.2% | Reduced |
| Intesa Sanpaolo S.p.A. | 13,118 | $1.26M | 0.04% | +1,111+9.3% | Added |
| Simplex Trading, LLC | 13,084 | $1.25M | 0.03% | +13,084 | New |
| Nations Financial Group Inc, | 13,080 | $1.25M | 0.06% | +1,117+9.3% | Added |
| Trust Point Inc. | 13,072 | $1.25M | 0.11% | +477+3.8% | Added |
| Burke & Herbert Bank & Trust Co | 13,050 | $1.25M | 0.31% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 13,046 | $1.25M | 0.20% | +181+1.4% | Added |
| ForthRight Wealth Management, LLC | 13,028 | $1.25M | 0.32% | +204+1.6% | Added |
| Burns J W & Co Inc | 13,025 | $1.25M | 0.13% | −215−1.6% | Reduced |
| Farmers & Merchants Investments Inc | 13,000 | $1.24M | 0.03% | +10+0.1% | Added |
| Grimes & Company, Inc. | 12,995 | $1.24M | 0.03% | −50−0.4% | Reduced |
| Chatham Capital Group, Inc. | 12,969 | $1.24M | 0.16% | −150−1.1% | Reduced |
| Outfitter Financial LLC | 12,900 | $1.23M | 0.87% | +3,010+30.4% | Added |
| GoalVest Advisory LLC | 12,870 | $1.23M | 0.23% | +7+0.1% | Added |
| Markowski Investments | 12,869 | $1.23M | 0.27% | +12,869 | New |
| Blue Fin Capital, Inc. | 12,854 | $1.23M | 0.18% | −296−2.3% | Reduced |
| Tannin Capital LLC | 12,844 | $1.23M | 0.81% | +188+1.5% | Added |
| Checchi Capital Advisers, LLC | 12,816 | $1.23M | 0.08% | +548+4.5% | Added |
| Spirit of America Management Corp | 12,800 | $1.23M | 0.23% | +700+5.8% | Added |
| Fiduciary Trust Co | 12,781 | $1.22M | 0.01% | +64+0.5% | Added |
| Integrity Alliance, LLC. | 12,715 | $1.22M | 0.04% | +1,539+13.8% | Added |
| Scotia Capital Inc. | 12,712 | $1.22M | 0.00% | +7,113+127.0% | Added |
| Bank of Hawaii | 12,677 | $1.21M | 0.06% | +486+4.0% | Added |
| Jackson Thornton Asset Management, LLC | 12,664 | $1.21M | 0.10% | +2,043+19.2% | Added |
| Widmann Financial Services, Inc. | 12,641 | $1.21M | 0.65% | −80−0.6% | Reduced |
| Rocky Mountain Advisers, LLC | 12,592 | $1.21M | 0.31% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 12,591 | $1.21M | 0.06% | +129+1.0% | Added |
| CoreCap Advisors, LLC | 12,554 | $1.20M | 0.04% | +923+7.9% | Added |
| Haverford Trust Co | 12,544 | $1.20M | 0.01% | +58+0.5% | Added |
| Centennial Bank | 12,499 | $1.20M | 0.38% | 00.0% | Unchanged |
| United Bank | 12,492 | $1.20M | 0.14% | +976+8.5% | Added |
| Rowland & Co Investment Counsel | 12,403 | $1.19M | 0.22% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 12,337 | $1.18M | 0.19% | −580−4.5% | Reduced |
| CVFG LLC | 12,329 | $1.18M | 0.12% | −11,458−48.2% | Reduced |
| Guardian Wealth Advisors, LLC | 12,319 | $1.18M | 0.07% | +49+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 12,313 | $1.18M | 0.02% | −40−0.3% | Reduced |
| Hills Bank & Trust Co | 12,297 | $1.18M | 0.05% | −362−2.9% | Reduced |
| Essex Savings Bank | 12,293 | $1.18M | 0.25% | 00.0% | Unchanged |
| Stableford Capital II LLC | 12,267 | $1.17M | 0.41% | +509+4.3% | Added |
| North Dallas Bank & Trust Co | 12,220 | $1.17M | 0.69% | 00.0% | Unchanged |
| Twin Capital Management Inc | 12,213 | $1.17M | 0.13% | +12+0.1% | Added |
| Busey Wealth Management | 12,197 | $1.17M | 0.03% | −984−7.5% | Reduced |
| Archford Capital Strategies, LLC | 12,191 | $1.17M | 0.12% | −38−0.3% | Reduced |
| BlueChip Wealth Advisors LLC | 12,157 | $1.16M | 0.44% | −73−0.6% | Reduced |
| United Advisor Group, LLC | 12,138 | $1.16M | 0.12% | +830+7.3% | Added |
| Lazard Asset Management LLC | 12,059 | $1.15M | 0.00% | +2,969+32.7% | Added |
| Sheets Smith Wealth Management | 12,049 | $1.15M | 0.12% | −450−3.6% | Reduced |
| AdvisorNet Financial, Inc | 12,048 | $1.15M | 0.05% | −522−4.2% | Reduced |
| Sculati Wealth Management, LLC | 12,077 | $1.15M | 0.38% | −1,828−13.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,951 | $1.14M | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 11,942 | $1.14M | 0.12% | +8+0.1% | Added |
| Infrastructure Capital Advisors, LLC | 11,853 | $1.13M | 0.09% | +8,548+258.6% | Added |
| TIAA Wealth Investment Management LLC | 11,820 | $1.13M | 0.01% | −252−2.1% | Reduced |
| Raleigh Capital Management Inc. | 11,786 | $1.13M | 0.36% | +50+0.4% | Added |
| Mainsail Asset Management, LLC | 11,772 | $1.12M | 0.44% | +1,341+12.9% | Added |
| Delta Asset Management LLC | 11,711 | $1.12M | 0.10% | −325−2.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 11,675 | $1.12M | 0.06% | −241−2.0% | Reduced |
| Cornerstone Planning, LLC | 11,645 | $1.11M | 0.26% | +148+1.3% | Added |
| Catalytic Wealth RIA, LLC | 11,552 | $1.11M | 0.06% | +167+1.5% | Added |
| Rithm Capital Corp. | 11,500 | $1.10M | 1.35% | 00.0% | Unchanged |
| Adirondack Trust Co | 11,470 | $1.10M | 0.33% | −49−0.4% | Reduced |
| Burney Co | 11,467 | $1.10M | 0.03% | +10.0% | Added |
| Aft, Forsyth & Company, Inc. | 11,423 | $1.09M | 0.53% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 11,421 | $1.09M | 0.36% | +216+1.9% | Added |
| Navigate Wealth Management, LLC | 11,410 | $1.09M | 0.67% | +640+5.9% | Added |
| Modera Wealth Management, LLC | 11,360 | $1.09M | 0.01% | −744−6.1% | Reduced |
| Balboa Wealth Partners | 11,301 | $1.08M | 0.15% | +68+0.6% | Added |
| Wagner Wealth Management, LLC | 11,286 | $1.08M | 0.20% | +140+1.3% | Added |
| Wiregrass Investment Management LLC | 11,209 | $1.07M | 0.73% | +232+2.1% | Added |
| Montecito Bank & Trust | 11,160 | $1.07M | 0.16% | +286+2.6% | Added |
| ATLas Financial Planning LLC | 11,156 | $1.07M | 0.87% | −27−0.2% | Reduced |
| Union Bancaire Privee, UBP SA | 11,483 | $1.06M | 0.02% | −11,200−49.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 11,075 | $1.06M | 0.57% | −8,901−44.6% | Reduced |
| National Asset Management, Inc. | 10,899 | $1.05M | 0.06% | −83−0.8% | Reduced |
| Kuhn & Co Investment Counsel | 11,003 | $1.05M | 0.61% | +22+0.2% | Added |
| Resurgent Financial Advisors LLC | 10,991 | $1.05M | 0.29% | +6,268+132.7% | Added |
| Trustco Bank Corp N Y | 10,940 | $1.05M | 0.76% | +1,018+10.3% | Added |
| Belpointe Asset Management LLC | 10,930 | $1.05M | 0.03% | −295−2.6% | Reduced |
| Strategic Blueprint, LLC | 10,888 | $1.04M | 0.05% | +239+2.2% | Added |
| Xcel Wealth Management, LLC | 10,872 | $1.04M | 0.25% | −181−1.6% | Reduced |
| Elyxium Wealth, LLC | 10,861 | $1.04M | 0.11% | +10,861 | New |
| Silverlake Wealth Management LLC | 10,839 | $1.04M | 0.20% | +7+0.1% | Added |
| Chesley Taft & Associates LLC | 10,822 | $1.04M | 0.04% | +48+0.4% | Added |
| Resources Management Corp | 10,798 | $1.03M | 0.13% | −150−1.4% | Reduced |
| MEMBERS Trust Co | 10,789 | $1.03M | 0.03% | +800+8.0% | Added |