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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 5,262 | $503.6K | 0.09% | 00.0% | Unchanged |
| Hartline Investment Corp | 5,260 | $503.4K | 0.04% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 5,230 | $500.6K | 0.39% | +18+0.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,217 | $499.3K | 0.07% | +14+0.3% | Added |
| GeoWealth Management, LLC | 5,215 | $499.1K | 0.02% | +350+7.2% | Added |
| Eastover Investment Advisors LLC | 5,185 | $496.3K | 0.20% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 5,160 | $493.9K | 0.23% | 00.0% | Unchanged |
| LCNB Corp | 5,150 | $492.9K | 0.15% | −186−3.5% | Reduced |
| Shrier Wealth Management, LLC | 5,138 | $491.8K | 0.17% | +190+3.8% | Added |
| WealthTrust Axiom LLC | 5,138 | $491.7K | 0.11% | −9−0.2% | Reduced |
| Sigma Investment Counselors Inc | 5,133 | $491.3K | 0.02% | +311+6.4% | Added |
| Pinnacle West Asset Management, Inc. | 5,125 | $491.0K | 0.34% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,119 | $490.0K | 0.01% | +191+3.9% | Added |
| Values First Advisors, Inc. | 5,115 | $489.6K | 0.22% | −22−0.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 5,104 | $488.5K | 0.23% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 5,100 | $488.1K | 0.28% | +37+0.7% | Added |
| Wilkins Investment Counsel Inc | 5,100 | $488.1K | 0.07% | 00.0% | Unchanged |
| Slagle Financial, LLC | 5,098 | $488.0K | 0.15% | −29,705−85.4% | Reduced |
| Doliver Advisors, LP | 5,098 | $487.9K | 0.11% | −80−1.5% | Reduced |
| Axq Capital, LP | 5,095 | $487.6K | 0.05% | −4,871−48.9% | Reduced |
| Conning Inc. | 5,087 | $486.9K | 0.01% | −197−3.7% | Reduced |
| Annex Advisory Services, LLC | 5,055 | $483.8K | 0.01% | −82−1.6% | Reduced |
| Capital Investment Counsel, Inc | 5,055 | $483.8K | 0.05% | −50−1.0% | Reduced |
| Resolute Capital, LLC | 5,046 | $483.0K | 0.17% | +258+5.4% | Added |
| Vantus Wealth LLC | 5,039 | $482.3K | 0.26% | +5,039 | New |
| Arlington Trust Co LLC | 5,037 | $482.1K | 0.04% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 5,035 | $481.9K | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,021 | $480.6K | 0.03% | +2,316+85.6% | Added |
| Klingman & Associates, LLC | 5,015 | $480.0K | 0.02% | −58−1.1% | Reduced |
| Tranquility Partners, LLC | 5,012 | $479.7K | 0.16% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 5,002 | $478.7K | 0.43% | −429−7.9% | Reduced |
| Hartford Financial Management Inc. | 5,000 | $478.6K | 0.11% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 5,000 | $478.6K | 0.08% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,996 | $478.2K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 5,144 | $478.1K | 0.03% | −5,235−50.4% | Reduced |
| Alessandra Capital Management, LLC | 4,980 | $476.6K | 0.34% | −500−9.1% | Reduced |
| LVM Capital Management Ltd | 4,974 | $476.0K | 0.04% | 00.0% | Unchanged |
| Wynn Capital, LLC | 4,971 | $475.8K | 0.21% | +55+1.1% | Added |
| Compass Financial Management LLC | 5,033 | $474.8K | 0.06% | +5,033 | New |
| Camden National Bank | 4,944 | $473.2K | 0.06% | +4,944 | New |
| Steel Peak Wealth Management LLC | 4,944 | $473.2K | 0.01% | −83−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,935 | $472.3K | 0.03% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,932 | $472.1K | 0.11% | +22+0.4% | Added |
| Sound Income Strategies, LLC | 4,930 | $471.8K | 0.02% | −2,023−29.1% | Reduced |
| Nadler Financial Group, Inc. | 4,922 | $471.1K | 0.04% | +147+3.1% | Added |
| Cambria Investment Management, L.P. | 4,921 | $471.0K | 0.02% | +686+16.2% | Added |
| Truvestments Capital LLC | 4,912 | $470.1K | 0.07% | −4−0.1% | Reduced |
| McGowan Group Asset Management, Inc. | 4,907 | $469.7K | 0.06% | +34+0.7% | Added |
| Vista Investment Partners II, LLC | 4,906 | $469.5K | 0.18% | +21+0.4% | Added |
| BLB&B Advisors, LLC | 4,902 | $469.2K | 0.02% | −757−13.4% | Reduced |
| AdviceOne Advisory Services, LLC | 4,900 | $469.0K | 0.26% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 4,881 | $467.0K | 0.01% | −275−5.3% | Reduced |
| CMG Global Holdings, LLC | 4,870 | $466.1K | 0.20% | −28−0.6% | Reduced |
| Lee Danner & Bass Inc | 4,870 | $466.1K | 0.03% | −50−1.0% | Reduced |
| RF&L Wealth Management, LLC | 4,852 | $464.3K | 0.31% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,840 | $463.2K | 0.08% | −370−7.1% | Reduced |
| Bridgewater Advisors Inc. | 5,212 | $463.2K | 0.03% | +82+1.6% | Added |
| 4WEALTH Advisors, Inc. | 4,778 | $462.2K | 0.35% | +47+1.0% | Added |
| Ridge Creek Global, Inc | 4,824 | $461.7K | 0.36% | −275−5.4% | Reduced |
| Crews Bank & Trust | 4,821 | $461.4K | 0.06% | +461+10.6% | Added |
| SageView Advisory Group, LLC | 4,814 | $460.8K | 0.02% | −205−4.1% | Reduced |
| Berkshire Bank | 4,804 | $459.8K | 0.09% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 4,802 | $459.6K | 0.03% | +178+3.8% | Added |
| RB Capital Management, LLC | 4,799 | $459.3K | 0.09% | −57−1.2% | Reduced |
| Stanley-Laman Group, Ltd. | 4,797 | $459.1K | 0.05% | +4,797 | New |
| Turning Point Benefit Group, Inc. | 4,786 | $457.8K | 0.20% | +810+20.4% | Added |
| Prosperity Financial Group, Inc. | 4,777 | $457.2K | 0.14% | −168−3.4% | Reduced |
| Founders Financial Alliance, LLC | 4,728 | $452.6K | 0.06% | −300−6.0% | Reduced |
| SevenBridge Financial Group, LLC | 4,873 | $451.7K | 0.07% | −75−1.5% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,884 | $451.5K | 0.25% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,714 | $451.2K | 0.02% | −7−0.1% | Reduced |
| Boston Research & Management Inc | 4,710 | $450.8K | 0.10% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,709 | $450.7K | 0.04% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,696 | $449.5K | 0.32% | −227−4.6% | Reduced |
| Camden Capital, LLC | 4,685 | $448.4K | 0.02% | −217−4.4% | Reduced |
| Soltis Investment Advisors LLC | 4,681 | $448.0K | 0.03% | +191+4.3% | Added |
| Worth Financial Advisory Group, LLC | 4,678 | $447.7K | 0.19% | +4,678 | New |
| Heritage Wealth Advisors | 4,669 | $446.9K | 0.02% | +1,239+36.1% | Added |
| Rosenberg Matthew Hamilton | 4,654 | $445.4K | 0.08% | −48−1.0% | Reduced |
| Thomas Story & Son LLC | 4,650 | $445.1K | 0.16% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,647 | $444.8K | 0.12% | +116+2.6% | Added |
| TCI Wealth Advisors, Inc. | 4,643 | $444.4K | 0.02% | +230+5.2% | Added |
| Manske Wealth Management | 4,642 | $444.2K | 0.11% | 00.0% | Unchanged |
| Wealth Advisory Team LLC | 4,639 | $444.0K | 0.36% | +4,639 | New |
| Defiance ETFs, LLC | 4,666 | $443.8K | 0.01% | +1,006+27.5% | Added |
| Violich Capital Management, Inc. | 4,629 | $443.0K | 0.05% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,600 | $440.3K | 0.12% | −272−5.6% | Reduced |
| ZEGA Investments, LLC | 4,581 | $438.4K | 0.07% | +4,581 | New |
| McKinley Carter Wealth Services, Inc. | 4,560 | $436.4K | 0.02% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,550 | $435.5K | 0.29% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 4,549 | $435.4K | 0.43% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,543 | $434.8K | 0.04% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 4,541 | $434.6K | 0.03% | +15+0.3% | Added |
| Bedel Financial Consulting, Inc. | 4,539 | $434.4K | 0.04% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 4,538 | $434.3K | 0.03% | +4+0.1% | Added |
| FSA Investment Group, LLC | 4,529 | $433.4K | 0.14% | +2,244+98.2% | Added |
| Bank of New Hampshire | 4,502 | $430.9K | 0.09% | −105−2.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,500 | $430.7K | 0.03% | −500−10.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,495 | $430.2K | 0.06% | −2,894−39.2% | Reduced |
| Resolute Wealth Strategies, LLC | 4,489 | $429.6K | 0.17% | −308−6.4% | Reduced |