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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 8,924 | $854.5K | 0.12% | −9,452−51.4% | Reduced |
| Boston Private Wealth LLC | 8,927 | $854.4K | 0.05% | −820−8.4% | Reduced |
| Baker Avenue Asset Management, LP | 8,902 | $852.0K | 0.02% | +551+6.6% | Added |
| Davis Capital Management | 8,898 | $851.6K | 0.50% | −241−2.6% | Reduced |
| Vista Capital Partners, Inc. | 8,865 | $848.5K | 0.07% | +73+0.8% | Added |
| Northeast Investment Management | 8,821 | $844.2K | 0.03% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 8,818 | $844.1K | 0.45% | +419+5.0% | Added |
| Evercore Wealth Management, LLC | 8,817 | $843.9K | 0.01% | −85−1.0% | Reduced |
| Cherokee Insurance Co | 8,800 | $842.2K | 0.33% | 00.0% | Unchanged |
| City State Bank | 8,788 | $841.1K | 0.19% | +545+6.6% | Added |
| Hexagon Capital Partners LLC | 8,777 | $840.0K | 0.12% | +280+3.3% | Added |
| Cullen/Frost Bankers, Inc. | 8,743 | $836.8K | 0.01% | −85−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,742 | $836.7K | 0.18% | −66−0.7% | Reduced |
| Roberts Wealth Advisors, LLC | 8,739 | $836.4K | 0.19% | +56+0.6% | Added |
| Integrated Advisors Network LLC | 8,715 | $834.1K | 0.04% | −53−0.6% | Reduced |
| Thor Trading Advisors, LLC | 8,707 | $833.3K | 0.26% | +8,707 | New |
| Insight Inv LLC | 8,705 | $833.2K | 0.39% | −215−2.4% | Reduced |
| Heartland Bank & Trust Co | 8,704 | $833.1K | 0.17% | −742−7.9% | Reduced |
| North Star Investment Management Corp. | 8,676 | $830.3K | 0.05% | +253+3.0% | Added |
| Cidel Asset Management Inc | 8,659 | $828.8K | 0.04% | +557+6.9% | Added |
| Centiva Capital, LP | 8,657 | $828.6K | 0.03% | +8,657 | New |
| Valley Brook Capital Group | 8,654 | $828.3K | 0.47% | +203+2.4% | Added |
| Sar Wealth Management Group, LLC | 8,649 | $827.8K | 0.40% | +180+2.1% | Added |
| Beaumont Financial Advisors, LLC | 8,647 | $827.6K | 0.05% | −58−0.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,639 | $826.8K | 0.15% | −10.0% | Reduced |
| Trueblood Wealth Management, LLC | 8,597 | $822.8K | 0.29% | +26+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 8,632 | $821.5K | 0.02% | +1,922+28.6% | Added |
| Aviance Capital Partners, LLC | 8,579 | $821.1K | 0.09% | +200+2.4% | Added |
| RIA Advisory Group LLC | 8,573 | $820.5K | 0.18% | +40+0.5% | Added |
| Northstar Financial Companies, Inc. | 8,553 | $818.6K | 0.55% | +1,034+13.8% | Added |
| Arrow Financial Corp | 8,547 | $818.0K | 0.07% | +1,593+22.9% | Added |
| Howard Capital Management Inc. | 8,531 | $816.5K | 0.01% | +4,034+89.7% | Added |
| Roundview Capital LLC | 8,524 | $815.8K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 8,510 | $814.5K | 0.08% | +3,327+64.2% | Added |
| Nikulski Financial, Inc. | 8,494 | $812.9K | 0.18% | −730−7.9% | Reduced |
| Benin Management CORP | 8,483 | $811.9K | 0.16% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 8,470 | $810.7K | 0.08% | +11+0.1% | Added |
| JT Stratford LLC | 8,447 | $808.5K | 0.09% | −25−0.3% | Reduced |
| Franklin Street Advisors Inc | 8,430 | $806.9K | 0.05% | −5−0.1% | Reduced |
| Gradient Investments LLC | 8,412 | $805.1K | 0.01% | +3,346+66.0% | Added |
| GF Fund Management Co. Ltd. | 8,404 | $804.3K | 0.01% | +2,416+40.3% | Added |
| Lakeshore Financial Planning, Inc. | 8,386 | $802.7K | 0.26% | +52+0.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 8,372 | $801.3K | 0.10% | +287+3.5% | Added |
| Verity Asset Management, Inc. | 8,361 | $800.2K | 0.30% | +37+0.4% | Added |
| Moneta Group Investment Advisors LLC | 8,353 | $799.5K | 0.01% | −116−1.4% | Reduced |
| Crestwood Advisors Group LLC | 8,326 | $796.9K | 0.01% | +1,605+23.9% | Added |
| Ambassador Advisors, LLC | 8,319 | $796.2K | 0.10% | +8,319 | New |
| Vann Equity Management LLC | 8,296 | $794.0K | 0.48% | +77+0.9% | Added |
| Orographic Financial Advisors, LLC | 8,577 | $793.0K | 0.52% | −150−1.7% | Reduced |
| West Bancorporation Inc | 8,285 | $793.0K | 0.34% | −1,531−15.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,278 | $792.3K | 0.09% | +21+0.3% | Added |
| Balentine LLC | 8,277 | $792.2K | 0.03% | −594−6.7% | Reduced |
| Clear Creek Financial Management, LLC | 8,276 | $792.1K | 0.05% | +41+0.5% | Added |
| Plancorp, LLC | 8,208 | $791.9K | 0.02% | +4,288+109.4% | Added |
| Cyndeo Wealth Partners, LLC | 8,254 | $790.0K | 0.04% | +200+2.5% | Added |
| St Germain D J Co Inc | 8,240 | $788.6K | 0.03% | −151−1.8% | Reduced |
| GSB Wealth Management, LLC | 8,196 | $784.5K | 0.16% | +5+0.1% | Added |
| Blalock Williams, LLC | 8,193 | $784.2K | 0.51% | −14−0.2% | Reduced |
| Gables Capital Management Inc. | 8,192 | $784.1K | 0.28% | +100+1.2% | Added |
| Howe & Rusling Inc | 8,177 | $782.6K | 0.05% | −255−3.0% | Reduced |
| Gilbert & Cook, Inc. | 8,177 | $782.6K | 0.09% | +41+0.5% | Added |
| Visionary Horizons, LLC | 8,135 | $778.6K | 0.33% | +413+5.3% | Added |
| Paragon Private Wealth Management, LLC | 8,121 | $777.3K | 0.20% | +1,538+23.4% | Added |
| NBH Bank | 8,114 | $776.6K | 0.33% | +8,114 | New |
| Evergreen Wealth Solutions, LLC | 8,368 | $776.5K | 0.04% | +2,773+49.6% | Added |
| Norden Group LLC | 8,103 | $775.6K | 0.06% | −20−0.2% | Reduced |
| Ballentine Partners, LLC | 8,088 | $774.1K | 0.01% | +246+3.1% | Added |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $774.0K | 0.03% | −566−6.6% | Reduced |
| Keebeck Wealth Management, LLC | 8,069 | $772.3K | 0.08% | +671+9.1% | Added |
| Geometric Wealth Advisors | 8,051 | $770.6K | 0.08% | −139−1.7% | Reduced |
| V-Square Quantitative Management LLC | 8,004 | $766.1K | 0.07% | +122+1.5% | Added |
| Citizens Business Bank | 8,002 | $765.9K | 0.12% | +30+0.4% | Added |
| M.E. Allison & Co., Inc. | 7,996 | $765.3K | 0.44% | 00.0% | Unchanged |
| one8zero8, LLC | 7,989 | $764.7K | 0.15% | +8+0.1% | Added |
| Private Wealth Asset Management, LLC | 7,977 | $763.5K | 0.07% | +4,285+116.1% | Added |
| Successful Portfolios LLC | 7,975 | $761.4K | 0.36% | 00.0% | Unchanged |
| Summitry LLC | 7,925 | $758.5K | 0.02% | +297+3.9% | Added |
| 71 West Capital Partners | 7,924 | $758.4K | 0.03% | +2,224+39.0% | Added |
| Allred Capital Management, LLC | 7,879 | $754.1K | 0.25% | +9+0.1% | Added |
| Capstone Wealth Management, LLC | 7,867 | $753.0K | 0.35% | +28+0.4% | Added |
| SageOak Financial, LLC | 7,844 | $750.7K | 0.49% | 00.0% | Unchanged |
| Intrust Bank NA | 7,824 | $748.8K | 0.06% | −568−6.8% | Reduced |
| Atlas Wealth Partners, LLC | 7,802 | $746.7K | 0.82% | −150−1.9% | Reduced |
| Adviser Investments LLC | 7,801 | $746.6K | 0.01% | +165+2.2% | Added |
| Certified Advisory Corp | 7,788 | $745.3K | 0.06% | −1,067−12.0% | Reduced |
| Holistic Planning, LLC | 7,754 | $742.1K | 0.12% | +153+2.0% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 7,745 | $741.3K | 0.38% | +5+0.1% | Added |
| Roberts Glore & Co Inc | 7,727 | $739.6K | 0.18% | 00.0% | Unchanged |
| Element Wealth, LLC | 7,718 | $738.7K | 0.28% | −41−0.5% | Reduced |
| Probity Advisors, Inc. | 7,711 | $738.0K | 0.11% | −786−9.3% | Reduced |
| Keudell/Morrison Wealth Management | 7,697 | $736.7K | 0.14% | −150−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 7,680 | $735.0K | 0.03% | +19+0.2% | Added |
| Wealth Alliance | 7,678 | $734.9K | 0.06% | −17−0.2% | Reduced |
| Garner Asset Management Corp | 7,669 | $734.0K | 0.24% | +48+0.6% | Added |
| Archer Investment Corp | 7,663 | $733.4K | 0.14% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 7,659 | $733.1K | 0.23% | +5+0.1% | Added |
| McLean Asset Management Corp | 7,729 | $730.7K | 0.10% | −50−0.6% | Reduced |
| Private Capital Management, LLC | 7,622 | $729.5K | 0.07% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 7,570 | $724.5K | 0.28% | −30−0.4% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,555 | $723.1K | 0.50% | 00.0% | Unchanged |