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 |
|---|---|---|---|---|---|
| Skyline Advisors, Inc. | 7,507 | $718.5K | 0.23% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,504 | $718.2K | 0.06% | +1,417+23.3% | Added |
| Pitcairn Wealth Advisors LLC | 7,455 | $713.5K | 0.08% | +7,455 | New |
| Summit Wealth Group LLC | 7,444 | $712.5K | 0.06% | +496+7.1% | Added |
| Archetype Wealth Partners | 7,409 | $709.0K | 0.08% | −111−1.5% | Reduced |
| LaFleur & Godfrey LLC | 7,403 | $708.6K | 0.08% | +347+4.9% | Added |
| Daviman Financial, LLC | 7,397 | $707.9K | 0.39% | −49−0.7% | Reduced |
| Avestar Capital, LLC | 7,373 | $705.6K | 0.04% | −30−0.4% | Reduced |
| RMB Capital Management, LLC | 7,353 | $703.8K | 0.01% | +392+5.6% | Added |
| Wealth Quarterback LLC | 7,349 | $703.4K | 0.22% | +2,260+44.4% | Added |
| Wedbush Fund Advisers, LLC | 7,346 | $703.1K | 0.06% | +7,346 | New |
| Wulff, Hansen & Co. | 7,323 | $700.9K | 0.54% | −60−0.8% | Reduced |
| Wilkins Miller Wealth Management, LLC | 7,323 | $700.8K | 0.39% | +7+0.1% | Added |
| Davidson Investment Advisors | 7,300 | $698.7K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 7,291 | $697.9K | 0.22% | −20.0% | Reduced |
| 3Chopt Investment Partners, LLC | 7,284 | $697.2K | 0.13% | −59−0.8% | Reduced |
| Atlantic Trust, LLC | 7,271 | $695.9K | 0.09% | +26+0.4% | Added |
| W Advisors, LLC | 7,271 | $695.9K | 0.32% | +128+1.8% | Added |
| Wealth Dimensions Group, Ltd. | 7,271 | $695.9K | 0.12% | −15−0.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 7,230 | $692.0K | 0.18% | −226−3.0% | Reduced |
| Country Trust Bank | 7,228 | $691.8K | 0.01% | +86+1.2% | Added |
| WMG Financial Advisors, LLC | 7,213 | $690.3K | 0.26% | +107+1.5% | Added |
| BluePath Capital Management, LLC | 7,206 | $689.7K | 0.38% | −12−0.2% | Reduced |
| Stokes Capital Advisors, LLC | 7,183 | $687.5K | 0.15% | +389+5.7% | Added |
| Viawealth, LLC | 7,169 | $686.1K | 0.35% | −55−0.8% | Reduced |
| Tradition Wealth Management, LLC | 7,167 | $686.0K | 0.04% | −495−6.5% | Reduced |
| Baldwin Brothers Inc | 7,166 | $685.9K | 0.04% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 7,148 | $684.1K | 0.11% | +7,148 | New |
| Columbia Asset Management | 7,141 | $683.4K | 0.12% | −628−8.1% | Reduced |
| Mason & Associates, LLC | 7,132 | $682.6K | 0.14% | 00.0% | Unchanged |
| Destination Wealth Management | 7,101 | $679.6K | 0.02% | +22+0.3% | Added |
| Summit Asset Management, LLC | 7,100 | $679.5K | 0.09% | −140−1.9% | Reduced |
| Lathrop Investment Management Corp | 7,091 | $679.0K | 0.12% | −35−0.5% | Reduced |
| Client 1st Advisory Group, LLC | 7,089 | $678.5K | 0.18% | +286+4.2% | Added |
| Thoroughbred Financial Services, LLC | 7,071 | $676.0K | 0.03% | +1,019+16.8% | Added |
| Beacon Financial Group | 7,030 | $672.9K | 0.06% | −243−3.3% | Reduced |
| BCS Wealth Management | 7,030 | $672.8K | 0.12% | −80−1.1% | Reduced |
| DB&C Advisors, LLC | 7,025 | $672.4K | 0.73% | +23+0.3% | Added |
| Financial Enhancement Group LLC | 6,967 | $666.8K | 0.08% | +18+0.3% | Added |
| Richwood Investment Advisors, LLC | 6,943 | $664.5K | 0.47% | +460+7.1% | Added |
| Abound Wealth Management | 6,920 | $662.4K | 0.13% | −267−3.7% | Reduced |
| Landmark Wealth Management, LLC | 6,901 | $660.5K | 0.16% | +929+15.6% | Added |
| 1st Source Bank | 6,882 | $658.7K | 0.03% | −494−6.7% | Reduced |
| Park Place Capital Corp | 6,878 | $658.3K | 0.10% | +523+8.2% | Added |
| Davidson Trust Co | 6,864 | $657.0K | 0.26% | +102+1.5% | Added |
| Greenup Street Wealth Management LLC | 6,856 | $656.2K | 0.08% | +27+0.4% | Added |
| Sentry LLC | 6,851 | $655.7K | 0.18% | +20.0% | Added |
| Stony Point Wealth Management Inc. | 6,847 | $655.3K | 0.23% | +47+0.7% | Added |
| David J Yvars Group | 6,830 | $653.7K | 0.32% | −105−1.5% | Reduced |
| Means Investment Co., Inc. | 6,828 | $653.5K | 0.05% | −799−10.5% | Reduced |
| Rather & Kittrell, Inc. | 6,816 | $652.4K | 0.09% | −505−6.9% | Reduced |
| Strategies Wealth Advisors, LLC | 6,787 | $649.6K | 0.06% | +444+7.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,772 | $648.1K | 0.06% | +5+0.1% | Added |
| Smithfield Trust Co | 6,750 | $646.0K | 0.03% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 6,740 | $645.2K | 0.63% | +134+2.0% | Added |
| TritonPoint Partners, LLC | 6,731 | $644.2K | 0.05% | +6,731 | New |
| Beta Wealth Group, Inc. | 6,726 | $643.7K | 0.24% | +198+3.0% | Added |
| Samara Investment Management, LLC | 6,726 | $643.7K | 0.59% | +208+3.2% | Added |
| Cynosure Management, LLC | 6,709 | $642.1K | 0.10% | +6,709 | New |
| Wealth Alliance Advisory Group, LLC | 6,698 | $641.1K | 0.09% | +5+0.1% | Added |
| BCR Wealth Strategies, LLC | 6,703 | $641.0K | 0.18% | +43+0.6% | Added |
| B&L Asset Management LLC | 6,647 | $636.2K | 0.22% | +952+16.7% | Added |
| Sax Wealth Advisors, LLC | 6,567 | $633.8K | 0.03% | +2,424+58.5% | Added |
| United Capital Management of KS, Inc. | 6,606 | $632.2K | 0.08% | +229+3.6% | Added |
| Ironsides Asset Advisors, LLC | 6,595 | $631.2K | 0.15% | −175−2.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,592 | $630.9K | 0.03% | −200−2.9% | Reduced |
| Finward Bancorp | 6,586 | $630.3K | 0.48% | 00.0% | Unchanged |
| CSS LLC | 6,579 | $629.7K | 0.03% | +6,579 | New |
| Los Angeles Capital Management LLC | 6,577 | $629.5K | 0.00% | −11,019−62.6% | Reduced |
| Goldstone Financial Group, LLC | 6,563 | $628.1K | 0.06% | −402−5.8% | Reduced |
| Iams Wealth Management, LLC | 6,552 | $627.2K | 0.19% | +1,907+41.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,549 | $626.8K | 0.03% | −348−5.0% | Reduced |
| Nilsine Partners, LLC | 6,547 | $626.6K | 0.04% | +44+0.7% | Added |
| Aventura Private Wealth, LLC | 6,539 | $625.8K | 0.19% | +51+0.8% | Added |
| Forum Financial Management, LP | 6,538 | $625.8K | 0.01% | +286+4.6% | Added |
| Focused Alpha, LLC | 6,497 | $621.8K | 0.16% | +30.0% | Added |
| Flagship Harbor Advisors, LLC | 6,493 | $621.5K | 0.02% | −59−0.9% | Reduced |
| PDS Planning, Inc | 6,492 | $621.3K | 0.04% | +173+2.7% | Added |
| Novare Capital Management LLC | 6,484 | $620.6K | 0.04% | −400−5.8% | Reduced |
| Tritonpoint Wealth, LLC | 6,479 | $620.1K | 0.06% | +6,479 | New |
| Colonial Trust Advisors | 6,461 | $618.4K | 0.04% | +45+0.7% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 6,454 | $617.7K | 0.26% | +918+16.6% | Added |
| ProVise Management Group, LLC | 6,443 | $616.7K | 0.04% | +7+0.1% | Added |
| L2 Asset Management, LLC | 6,417 | $614.2K | 0.06% | +502+8.5% | Added |
| Cordatus Wealth Management LLC | 6,416 | $613.9K | 0.13% | +57+0.9% | Added |
| Trust Co of Virginia | 6,411 | $613.6K | 0.05% | −144−2.2% | Reduced |
| Legacy Financial Advisors, Inc. | 6,387 | $611.3K | 0.07% | +656+11.4% | Added |
| BankPlus Trust Department | 6,386 | $611.2K | 0.14% | −349−5.2% | Reduced |
| River Wealth Advisors LLC | 6,377 | $610.3K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 6,365 | $609.2K | 0.02% | +2,611+69.6% | Added |
| Brown Miller Wealth Management, LLC | 6,358 | $608.5K | 0.15% | 00.0% | Unchanged |
| Searle & Co. | 6,358 | $608.5K | 0.14% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,357 | $608.4K | 0.01% | −18−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 6,353 | $608.0K | 0.02% | +2,252+54.9% | Added |
| Mindset Wealth Management, LLC | 6,347 | $607.5K | 0.12% | +16+0.3% | Added |
| Builder Investment Group Inc | 6,337 | $606.5K | 0.12% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 6,332 | $606.0K | 0.06% | −50−0.8% | Reduced |
| Cooper Financial Group | 6,326 | $605.4K | 0.05% | −237−3.6% | Reduced |
| Signal Advisors Wealth, LLC | 6,317 | $604.6K | 0.03% | +2,859+82.7% | Added |
| Broyhill Asset Management | 6,317 | $604.6K | 0.54% | 00.0% | Unchanged |