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 5 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 |
|---|---|---|---|---|---|
| Ami Asset Management Corp | 10,769 | $1.03M | 0.06% | +221+2.1% | Added |
| Nwam LLC | 10,766 | $1.03M | 0.05% | −228−2.1% | Reduced |
| Second Line Capital, LLC | 10,754 | $1.03M | 0.19% | −699−6.1% | Reduced |
| RFP Financial Group LLC | 10,730 | $1.03M | 0.46% | −10,730−50.0% | Reduced |
| Bryn Mawr Trust Co | 10,646 | $1.02M | 0.02% | +7+0.1% | Added |
| KPP Advisory Services LLC | 10,635 | $1.02M | 0.13% | −60−0.6% | Reduced |
| Martingale Asset Management L P | 10,619 | $1.02M | 0.02% | +3,200+43.1% | Added |
| WSFS Capital Management, LLC | 10,610 | $1.02M | 0.04% | +33+0.3% | Added |
| Patton Albertson Miller Group, LLC | 10,605 | $1.02M | 0.10% | −36−0.3% | Reduced |
| 1620 Investment Advisors, Inc. | 10,600 | $1.01M | 0.63% | −823−7.2% | Reduced |
| Cigna Investments Inc | 10,577 | $1.01M | 0.13% | +8+0.1% | Added |
| Leisure Capital Management | 10,554 | $1.01M | 0.32% | +56+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 10,537 | $1.01M | 0.04% | +263+2.6% | Added |
| Krilogy Financial LLC | 10,518 | $1.01M | 0.03% | +735+7.5% | Added |
| Northern Oak Wealth Management Inc | 10,518 | $1.01M | 0.11% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,508 | $1.01M | 0.29% | −127−1.2% | Reduced |
| Kennedy Investment Group | 10,501 | $1.01M | 0.34% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,495 | $1.00M | 0.01% | +402+4.0% | Added |
| Acorn Wealth Advisors, LLC | 10,468 | $1.00M | 0.24% | +52+0.5% | Added |
| OneAscent Financial Services LLC | 10,467 | $1.00M | 0.05% | −903−7.9% | Reduced |
| SeaCrest Wealth Management, LLC | 10,461 | $1.00M | 0.11% | +281+2.8% | Added |
| St. Johns Investment Management Company, LLC | 10,454 | $1.00M | 0.38% | +144+1.4% | Added |
| RS Crum Inc. | 10,413 | $996.6K | 0.19% | −832−7.4% | Reduced |
| HBW Advisory Services LLC | 10,408 | $996.2K | 0.09% | +173+1.7% | Added |
| Richards, Merrill & Peterson, Inc. | 10,402 | $995.6K | 0.32% | −84−0.8% | Reduced |
| Washington Trust Co | 10,402 | $995.6K | 0.03% | 00.0% | Unchanged |
| Smith, Salley & Associates | 10,380 | $993.5K | 0.04% | −147−1.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 10,346 | $990.2K | 0.14% | +10,342+258,550.0% | Added |
| Reuter James Wealth Management, LLC | 10,333 | $989.0K | 0.13% | +398+4.0% | Added |
| Walter & Keenan Financial Consulting Co | 10,330 | $988.7K | 0.24% | +201+2.0% | Added |
| Avanza Fonder AB | 10,296 | $985.4K | 0.02% | +8,923+649.9% | Added |
| Avidian Wealth Solutions, LLC | 10,153 | $971.8K | 0.03% | +2,210+27.8% | Added |
| Patten Group, Inc. | 10,142 | $970.7K | 0.15% | +2,306+29.4% | Added |
| Investment Planning Advisors, Inc. | 10,123 | $968.8K | 0.22% | +2,550+33.7% | Added |
| Rogco, LP | 10,115 | $968.1K | 0.30% | −182−1.8% | Reduced |
| ISAM Funds (UK) Ltd | 10,100 | $966.7K | 0.68% | −14,737−59.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,083 | $965.0K | 0.22% | +619+6.5% | Added |
| Kingsman Wealth Management, Inc. | 10,062 | $963.0K | 0.45% | +20.0% | Added |
| Investment Partners Asset Management, Inc. | 10,038 | $960.7K | 0.54% | +20.0% | Added |
| Huber Capital Management LLC | 10,018 | $958.8K | 0.14% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,995 | $956.6K | 0.21% | +150+1.5% | Added |
| Claro Advisors LLC | 9,987 | $955.8K | 0.10% | −15−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,973 | $954.5K | 0.03% | −878−8.1% | Reduced |
| Walleye Capital LLC | 9,971 | $954.3K | 0.00% | −205,761−95.4% | Reduced |
| Marco Investment Management LLC | 9,966 | $953.8K | 0.06% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,943 | $951.6K | 0.10% | +3,787+61.5% | Added |
| Field & Main Bank | 9,940 | $951.4K | 0.20% | −210−2.1% | Reduced |
| HM Payson & Co | 9,929 | $950.3K | 0.01% | 00.0% | Unchanged |
| Thompson David Blair | 9,909 | $948.4K | 0.47% | +1,341+15.7% | Added |
| Sunburst Financial Group, LLC | 9,909 | $948.4K | 0.16% | +7+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,850 | $942.8K | 0.11% | +370+3.9% | Added |
| Engineers Gate Manager LP | 9,821 | $940.0K | 0.01% | +3,072+45.5% | Added |
| Excalibur Management Corp | 9,819 | $939.8K | 0.31% | +80+0.8% | Added |
| Gsa Capital Partners LLP | 9,794 | $937.0K | 0.06% | +1,746+21.7% | Added |
| Pure Financial Advisors, Inc. | 9,781 | $936.2K | 0.01% | +1,819+22.8% | Added |
| Plimoth Trust Co LLC | 9,687 | $927.1K | 0.19% | −25−0.3% | Reduced |
| Panagora Asset Management Inc | 9,662 | $924.8K | 0.00% | −25,220−72.3% | Reduced |
| First County Bank | 9,656 | $924.2K | 0.43% | −175−1.8% | Reduced |
| Monument Capital Management | 9,647 | $923.3K | 0.19% | +9,647 | New |
| Elequin Capital LP | 9,638 | $922.5K | 0.03% | +7,655+386.0% | Added |
| Bartlett & Co. Wealth Management LLC | 9,624 | $921.1K | 0.01% | +52+0.5% | Added |
| Ancora Advisors, LLC | 9,617 | $920.4K | 0.02% | −1,366−12.4% | Reduced |
| Southern Michigan Bank & Trust | 9,568 | $915.8K | 0.33% | −45−0.5% | Reduced |
| EntryPoint Capital, LLC | 9,568 | $915.8K | 0.22% | +9,568 | New |
| William Allan, LLC | 9,556 | $914.6K | 0.45% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 9,528 | $911.9K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 9,518 | $910.9K | 0.06% | −180−1.9% | Reduced |
| Commerzbank Aktiengesellschaft | 9,476 | $907.0K | 0.02% | −2,176−18.7% | Reduced |
| LVW Advisors, LLC | 9,471 | $906.5K | 0.08% | +1,172+14.1% | Added |
| Evolve Private Wealth, LLC | 9,463 | $905.7K | 0.06% | +6,372+206.1% | Added |
| Eagle Strategies LLC | 9,460 | $905.4K | 0.09% | +7+0.1% | Added |
| Golden State Wealth Management, LLC | 9,441 | $903.7K | 0.08% | +12+0.1% | Added |
| Norris Perne & French LLP | 9,436 | $903.2K | 0.04% | −190−2.0% | Reduced |
| Dakota Wealth Management | 9,417 | $901.3K | 0.02% | +911+10.7% | Added |
| Monetary Management Group Inc | 9,407 | $900.3K | 0.18% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 9,398 | $899.5K | 0.10% | −5,801−38.2% | Reduced |
| Nicolet Bankshares Inc | 9,315 | $892.7K | 0.03% | +96+1.0% | Added |
| Breakwater Capital Group | 9,323 | $892.3K | 0.11% | −422−4.3% | Reduced |
| Mechanics Financial Corp | 9,301 | $890.2K | 0.32% | +388+4.4% | Added |
| Facet Wealth, Inc. | 9,249 | $885.2K | 0.01% | +6,248+208.2% | Added |
| Rodgers Brothers Inc. | 9,243 | $884.6K | 0.09% | −1,400−13.2% | Reduced |
| Abel Hall, LLC | 9,189 | $879.4K | 0.15% | −587−6.0% | Reduced |
| HBK Sorce Advisory LLC | 9,437 | $878.6K | 0.02% | +322+3.5% | Added |
| SHUTTLEWORTH & Co | 9,171 | $877.8K | 0.70% | −1,511−14.1% | Reduced |
| Affinity Wealth Management LLC | 9,169 | $877.6K | 0.11% | +18+0.2% | Added |
| Woodward Diversified Capital, LLC | 9,128 | $873.6K | 0.39% | −128−1.4% | Reduced |
| Havemeyer Place LP | 9,122 | $873.1K | 0.09% | −441−4.6% | Reduced |
| Mendel Money Management | 9,119 | $872.8K | 0.32% | −655−6.7% | Reduced |
| Salem Investment Counselors Inc | 9,119 | $872.8K | 0.02% | −188−2.0% | Reduced |
| Cambient Family Office, LLC | 9,117 | $872.6K | 0.11% | −102−1.1% | Reduced |
| Journey Advisory Group, LLC | 9,105 | $871.4K | 0.07% | +199+2.2% | Added |
| PCM Encore, LLC | 9,101 | $871.1K | 0.15% | −94−1.0% | Reduced |
| Chesapeake Wealth Management | 9,095 | $870.5K | 0.24% | +84+0.9% | Added |
| Grove Bank & Trust | 9,093 | $870.3K | 0.09% | +691+8.2% | Added |
| Peninsula Asset Management Inc | 9,090 | $870.0K | 0.42% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 9,082 | $869.2K | 0.17% | +81+0.9% | Added |
| Shepherd Financial Partners LLC | 8,995 | $860.9K | 0.07% | +21+0.2% | Added |
| Tortuga Wealth Management, Inc | 8,988 | $860.3K | 0.65% | +40.0% | Added |
| Icon Wealth Advisors, LLC | 8,976 | $859.1K | 0.05% | +4,582+104.3% | Added |
| Community Bank of Raymore | 8,950 | $856.6K | 0.50% | 00.0% | Unchanged |