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
Q3 2026 data is still coming in: 9 institutions have reported holding SO so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| White Lighthouse Investment Management Inc. | 6,309 | $603.8K | 0.08% | −3,296−34.3% | Reduced |
| Catalyst Financial Partners LLC | 6,300 | $603.0K | 0.06% | −558−8.1% | Reduced |
| Capital Asset Advisory Services LLC | 6,298 | $602.8K | 0.02% | +2,325+58.5% | Added |
| Berger Financial Group, Inc | 6,267 | $599.8K | 0.03% | −325−4.9% | Reduced |
| Marathon Capital Management | 6,265 | $599.6K | 0.12% | +215+3.6% | Added |
| American National Bank | 6,254 | $598.6K | 0.05% | −11−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,246 | $597.8K | 0.01% | −79−1.2% | Reduced |
| Banco Santander, S.A. | 6,239 | $597.1K | 0.00% | −148−2.3% | Reduced |
| Van Hulzen Asset Management, LLC | 6,221 | $595.4K | 0.04% | +210+3.5% | Added |
| Welch & Forbes LLC | 6,216 | $594.9K | 0.01% | −100−1.6% | Reduced |
| Inscription Capital, LLC | 6,211 | $594.5K | 0.05% | +238+4.0% | Added |
| Integras Partners LLC | 6,198 | $593.2K | 0.33% | +173+2.9% | Added |
| Cranbrook Wealth Management, LLC | 6,186 | $592.1K | 0.11% | 00.0% | Unchanged |
| World Equity Group, Inc. | 6,176 | $591.8K | 0.13% | +3,107+101.2% | Added |
| SHP Wealth Management | 6,177 | $591.2K | 0.04% | +700+12.8% | Added |
| Univest Financial Corp | 6,174 | $590.9K | 0.03% | +2,009+48.2% | Added |
| Mirador Capital Partners LP | 6,160 | $589.6K | 0.07% | −101−1.6% | Reduced |
| Independent Financial Group, LLC | 6,125 | $586.2K | 0.01% | +1,246+25.5% | Added |
| Approach Retirement Advisors, LLC | 6,067 | $580.8K | 0.42% | +216+3.7% | Added |
| MBM Wealth Consultants, LLC | 6,060 | $580.0K | 0.11% | +608+11.2% | Added |
| PFW Advisors LLC | 6,048 | $578.9K | 0.17% | +15+0.2% | Added |
| MBL Wealth, LLC | 6,020 | $576.2K | 0.04% | −567−8.6% | Reduced |
| Clearwave Capital, LLC | 6,017 | $575.9K | 0.32% | +557+10.2% | Added |
| Summit Financial Wealth Advisors, LLC | 5,990 | $573.3K | 0.07% | +431+7.8% | Added |
| Formidable Asset Management, LLC | 5,924 | $571.8K | 0.09% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,972 | $571.6K | 0.08% | +36+0.6% | Added |
| Union Savings Bank | 5,952 | $569.7K | 0.23% | −152−2.5% | Reduced |
| Legacy Financial Strategies, LLC | 5,938 | $568.3K | 0.09% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5,934 | $567.9K | 0.08% | +5,934 | New |
| Bill Few Associates, Inc. | 5,925 | $567.1K | 0.12% | +998+20.3% | Added |
| Novak & Powell Financial Services, Inc. | 5,925 | $567.1K | 0.27% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 5,891 | $563.8K | 0.38% | −54−0.9% | Reduced |
| MQS Management LLC | 5,886 | $563.3K | 0.69% | +5,886 | New |
| Ballew Advisors, Inc | 5,748 | $563.2K | 0.29% | +3+0.1% | Added |
| OMC Financial Services LTD | 5,877 | $562.5K | 0.19% | +10+0.2% | Added |
| Schulhoff & Co Inc | 5,875 | $562.3K | 0.23% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,875 | $562.3K | 0.06% | +431+7.9% | Added |
| Fortress Private Ledger, LLC | 5,856 | $560.5K | 0.15% | −103−1.7% | Reduced |
| Orion Investment Co | 5,855 | $560.4K | 0.16% | +10+0.2% | Added |
| Verus Financial Partners, Inc. | 5,854 | $560.3K | 0.05% | −96−1.6% | Reduced |
| Z3 Capital Partners, LLC | 5,839 | $558.8K | 0.12% | −118−2.0% | Reduced |
| Cross Staff Investments Inc | 5,835 | $558.5K | 0.33% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,790 | $554.2K | 0.12% | +4+0.1% | Added |
| Linscomb & Williams, Inc. | 5,762 | $551.5K | 0.02% | +247+4.5% | Added |
| O'Rourke & Company, Inc | 5,745 | $549.9K | 0.19% | +6+0.1% | Added |
| Requisite Capital Management, LLC | 5,742 | $549.5K | 0.09% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 5,732 | $548.6K | 0.33% | +225+4.1% | Added |
| Moss Adams Wealth Advisors LLC | 5,713 | $546.8K | 0.03% | +103+1.8% | Added |
| Charter Trust Co | 5,706 | $546.1K | 0.03% | +61+1.1% | Added |
| Duncker Streett & Co Inc | 5,700 | $545.5K | 0.09% | 00.0% | Unchanged |
| Syverson Strege & Co | 5,686 | $544.2K | 0.12% | +5+0.1% | Added |
| LMR Partners LLP | 5,677 | $543.3K | 0.00% | +5,677 | New |
| Investors Research Corp | 5,676 | $543.3K | 0.10% | −54−0.9% | Reduced |
| First Dallas Securities Inc. | 5,675 | $543.2K | 0.18% | −60−1.0% | Reduced |
| Websterrogers Financial Advisors, LLC | 5,673 | $543.0K | 0.14% | −93−1.6% | Reduced |
| 6th Street Advisors, LLC | 5,670 | $542.7K | 0.31% | −75−1.3% | Reduced |
| Knollwood Investment Advisory, LLC | 5,663 | $542.0K | 0.05% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 5,652 | $541.0K | 0.55% | −394−6.5% | Reduced |
| Intrua Financial, LLC | 5,633 | $539.1K | 0.05% | +154+2.8% | Added |
| IVC Wealth Advisors LLC | 5,626 | $538.5K | 0.21% | −34−0.6% | Reduced |
| Davy Global Fund Management Ltd | 5,625 | $538.4K | 0.03% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,607 | $536.6K | 0.08% | −707−11.2% | Reduced |
| GHP Investment Advisors, Inc. | 5,588 | $534.8K | 0.02% | +344+6.6% | Added |
| Clarendon Private LLC | 5,567 | $532.8K | 0.34% | −853−13.3% | Reduced |
| Cohen Investment Advisors LLC | 5,557 | $531.9K | 0.24% | +230+4.3% | Added |
| Motco | 5,542 | $530.4K | 0.05% | +24+0.4% | Added |
| Stratos Wealth Advisors, LLC | 5,527 | $529.1K | 0.03% | +22+0.4% | Added |
| Fjell Capital, LLC | 5,526 | $528.9K | 0.36% | +163+3.0% | Added |
| Fee-Only Financial Planning, L.C. | 5,518 | $528.1K | 0.28% | −350−6.0% | Reduced |
| Boothbay Fund Management, LLC | 5,513 | $527.6K | 0.01% | +5,513 | New |
| Hilton Head Capital Partners, LLC | 5,505 | $526.9K | 0.27% | +4+0.1% | Added |
| Thrive Wealth Management, LLC | 5,497 | $526.1K | 0.07% | −87−1.6% | Reduced |
| Trinity Financial Advisors LLC | 5,493 | $525.8K | 0.14% | −337−5.8% | Reduced |
| Chicago Trust Co NA | 5,478 | $524.3K | 0.08% | +250+4.8% | Added |
| Gainline Financial Partners, LLC | 5,464 | $523.0K | 0.49% | +5,464 | New |
| Mathes Company, Inc. | 5,450 | $522.0K | 0.16% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 5,447 | $521.4K | 0.12% | +20.0% | Added |
| Atlas Brown,Inc. | 5,443 | $520.9K | 0.14% | +16+0.3% | Added |
| Wealth Management Associates, Inc. | 5,423 | $519.0K | 0.14% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 5,422 | $518.9K | 0.03% | −1,234−18.5% | Reduced |
| Kapstone Financial Advisors LLC | 5,415 | $518.3K | 0.22% | −186−3.3% | Reduced |
| Congress Asset Management Co | 5,411 | $517.9K | 0.00% | −25−0.5% | Reduced |
| Clarity Wealth Development LLC | 5,396 | $516.5K | 0.29% | −34−0.6% | Reduced |
| Childress Capital Advisors, LLC | 5,383 | $515.2K | 0.08% | −619−10.3% | Reduced |
| Mirabella Financial Services LLP | 5,377 | $514.6K | 0.05% | +2,357+78.0% | Added |
| PSI Advisors, LLC | 5,373 | $514.3K | 0.12% | +159+3.0% | Added |
| Armstrong Advisory Group, Inc | 5,351 | $512.2K | 0.03% | +5+0.1% | Added |
| XTX Topco Ltd | 5,350 | $512.0K | 0.01% | +5,350 | New |
| Red Wave Investments LLC | 5,348 | $511.8K | 0.13% | −556−9.4% | Reduced |
| Inspire Advisors, LLC | 5,352 | $511.7K | 0.04% | +542+11.3% | Added |
| Wealthcare Capital Management LLC | 5,335 | $510.6K | 0.05% | −3−0.1% | Reduced |
| Bath Savings Trust Co | 5,334 | $510.5K | 0.05% | +802+17.7% | Added |
| Gratus Wealth Advisors, LLC | 5,333 | $510.4K | 0.06% | +103+2.0% | Added |
| Drive Wealth Management, LLC | 5,331 | $510.3K | 0.09% | +142+2.7% | Added |
| Cozad Asset Management Inc | 5,318 | $509.0K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 5,311 | $508.3K | 0.04% | +50+1.0% | Added |
| Fonville Wealth Management LLC | 5,296 | $506.9K | 0.08% | +304+6.1% | Added |
| HighPoint Advisor Group LLC | 5,280 | $505.3K | 0.02% | +713+15.6% | Added |
| Versant Capital Management, Inc | 5,277 | $505.1K | 0.05% | +583+12.4% | Added |
| Robertson Stephens Wealth Management, LLC | 5,270 | $504.4K | 0.01% | −11−0.2% | Reduced |