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 |
|---|---|---|---|---|---|
| Orca Wealth Management, LLC | 4,487 | $429.5K | 0.26% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,475 | $428.3K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,475 | $428.3K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,456 | $426.5K | 0.11% | +4,456 | New |
| Quotient Wealth Partners, LLC | 4,455 | $426.4K | 0.01% | +467+11.7% | Added |
| Rise Advisors, LLC | 4,450 | $425.9K | 0.12% | +7+0.2% | Added |
| Willis Investment Counsel | 4,447 | $425.6K | 0.02% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 4,437 | $424.7K | 0.09% | +87+2.0% | Added |
| Huntleigh Advisors, Inc. | 4,434 | $424.4K | 0.06% | +437+10.9% | Added |
| May Hill Capital, LLC | 4,426 | $423.7K | 0.09% | +836+23.3% | Added |
| Oslo Pensjonsforsikring AS | 4,423 | $423.3K | 0.05% | +450+11.3% | Added |
| Severin Investments, LLC | 4,415 | $422.5K | 0.32% | +215+5.1% | Added |
| Legacy Trust | 4,413 | $422.4K | 0.07% | −278−5.9% | Reduced |
| Warwick Investment Management, Inc. | 4,412 | $422.3K | 0.05% | +993+29.0% | Added |
| Bullock Wealth Management Group | 4,437 | $422.1K | 0.18% | +51+1.2% | Added |
| Firestone Capital Management | 4,408 | $421.9K | 0.08% | 00.0% | Unchanged |
| Wealth Management Nebraska | 4,388 | $420.0K | 0.04% | −106−2.4% | Reduced |
| Cim Investment Mangement Inc | 4,381 | $419.3K | 0.10% | −402−8.4% | Reduced |
| AMG National Trust Bank | 4,370 | $418.3K | 0.01% | −3,088−41.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,351 | $416.4K | 0.01% | −159−3.5% | Reduced |
| Elmwood Wealth Management, Inc. | 4,350 | $416.3K | 0.10% | +140+3.3% | Added |
| Longview Financial Advisors, Inc. | 4,326 | $414.0K | 0.24% | +5+0.1% | Added |
| SmartHarvest Portfolios, LLC | 4,324 | $413.8K | 0.13% | +288+7.1% | Added |
| Maridea Wealth Management LLC | 4,320 | $413.4K | 0.04% | −1,539−26.3% | Reduced |
| Acorns Advisers, LLC | 4,306 | $412.0K | 0.00% | +488+12.8% | Added |
| Gateway Investment Advisers LLC | 4,299 | $411.5K | 0.00% | −1,411−24.7% | Reduced |
| Southland Equity Partners LLC | 4,293 | $410.9K | 0.07% | +14+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 4,291 | $410.7K | 0.02% | −409−8.7% | Reduced |
| Chapin Davis, Inc. | 4,291 | $410.7K | 0.07% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 4,286 | $410.2K | 0.13% | −125−2.8% | Reduced |
| Altfest L J & Co Inc | 4,278 | $409.4K | 0.04% | −1,302−23.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,265 | $408.2K | 0.11% | +25+0.6% | Added |
| Independence Bank of Kentucky | 4,264 | $408.1K | 0.05% | +64+1.5% | Added |
| Patriot Investment Management Inc. | 4,262 | $407.9K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,245 | $406.3K | 0.02% | +272+6.8% | Added |
| Members Wealth LLC | 4,241 | $405.9K | 0.22% | +8+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 4,240 | $405.8K | 0.03% | +278+7.0% | Added |
| TRB Wealth Management, LLC | 4,239 | $405.7K | 0.05% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 4,237 | $405.5K | 0.23% | −3,578−45.8% | Reduced |
| Bluedoor Private Wealth, LLC | 4,233 | $405.1K | 0.17% | +3+0.1% | Added |
| GEM Asset Management, LLC | 4,230 | $404.9K | 0.16% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,227 | $404.6K | 0.19% | 00.0% | Unchanged |
| Spinnaker Trust | 4,217 | $403.6K | 0.02% | +39+0.9% | Added |
| Radnor Capital Management, LLC | 4,200 | $402.0K | 0.06% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,191 | $401.1K | 0.18% | +164+4.1% | Added |
| OneAscent Family Office, LLC | 4,189 | $400.9K | 0.20% | +304+7.8% | Added |
| NFP Retirement, Inc. | 4,185 | $400.5K | 0.02% | +356+9.3% | Added |
| Level Wealth Management LLC | 4,179 | $399.9K | 0.16% | −72−1.7% | Reduced |
| E Fund Management Co., Ltd. | 4,159 | $398.1K | 0.01% | +80+2.0% | Added |
| Aberdeen Wealth Management LLC | 4,155 | $397.7K | 0.19% | −4,318−51.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,155 | $397.7K | 0.12% | −74−1.7% | Reduced |
| Virtue Capital Management, LLC | 4,148 | $397.0K | 0.05% | −38−0.9% | Reduced |
| Summit Global Investments | 4,144 | $397.0K | 0.02% | −2,044−33.0% | Reduced |
| Keynote Financial Services LLC | 4,138 | $396.0K | 0.19% | −105−2.5% | Reduced |
| American Financial Advisors, LLC | 4,128 | $395.0K | 0.05% | +22+0.5% | Added |
| Wealthspan Partners, LLC | 4,122 | $394.5K | 0.12% | +3+0.1% | Added |
| JB Capital LLC | 4,120 | $394.3K | 0.01% | +6+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 4,109 | $393.2K | 0.02% | +319+8.4% | Added |
| Platform Technology Partners | 4,107 | $393.0K | 0.06% | +197+5.0% | Added |
| Investment House LLC | 4,100 | $392.4K | 0.02% | −358−8.0% | Reduced |
| Banque Cantonale Vaudoise | 4,097 | $392.0K | 0.02% | −14,173−77.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,088 | $391.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,088 | $391.3K | 0.10% | +190+4.9% | Added |
| LaSalle St. Investment Advisors, LLC | 4,087 | $391.2K | 0.05% | +158+4.0% | Added |
| American State Bank (Iowa) | 4,081 | $390.6K | 0.16% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,061 | $389.0K | 0.04% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 4,050 | $387.6K | 0.21% | −348−7.9% | Reduced |
| Alchemi Wealth, LLC | 4,041 | $386.8K | 0.18% | 00.0% | Unchanged |
| RDA Financial Network | 4,038 | $386.4K | 0.08% | −18,532−82.1% | Reduced |
| Live Oak Private Wealth LLC | 4,029 | $385.6K | 0.05% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 4,028 | $385.5K | 0.18% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,003 | $383.1K | 0.02% | +129+3.3% | Added |
| ESL Trust Services, LLC | 4,000 | $382.8K | 0.07% | 00.0% | Unchanged |
| Envision Financial Transparency, LLC | 4,821 | $382.4K | 0.33% | +826+20.7% | Added |
| Acropolis Investment Management, LLC | 3,979 | $380.9K | 0.02% | +100+2.6% | Added |
| D'Orazio & Associates, Inc. | 3,979 | $380.8K | 0.04% | +133+3.5% | Added |
| Proficio Capital Partners LLC | 3,977 | $380.6K | 0.01% | +3,977 | New |
| Trust Co of Toledo NA | 3,971 | $380.1K | 0.03% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,969 | $379.9K | 0.06% | +1,603+67.8% | Added |
| Prelude Capital Management, LLC | 3,950 | $378.1K | 0.03% | +3,950 | New |
| Cape Cod Five Cents Savings Bank | 3,944 | $377.5K | 0.03% | +3,944 | New |
| Trust Co of the South | 3,932 | $376.3K | 0.05% | −1,128−22.3% | Reduced |
| 55 North Private Wealth, LLC | 3,903 | $373.6K | 0.07% | +648+19.9% | Added |
| Campion Asset Management LLC | 3,903 | $373.6K | 0.23% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,899 | $373.2K | 0.02% | +20+0.5% | Added |
| Sovran Advisors, LLC | 3,855 | $373.1K | 0.03% | +212+5.8% | Added |
| PFG Private Wealth Management, LLC | 3,895 | $372.8K | 0.16% | +199+5.4% | Added |
| Gentry Private Wealth, LLC | 3,890 | $372.3K | 0.19% | −52−1.3% | Reduced |
| SFMG, LLC | 3,874 | $370.8K | 0.02% | −2,366−37.9% | Reduced |
| Narwhal Capital Management | 3,859 | $369.3K | 0.03% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 3,848 | $368.4K | 0.06% | +18+0.5% | Added |
| Salomon & Ludwin, LLC | 3,870 | $368.1K | 0.03% | +518+15.5% | Added |
| Meadow Creek Wealth Advisors LLC | 3,813 | $364.9K | 0.22% | −86−2.2% | Reduced |
| Cornerstone Management, Inc. | 3,803 | $364.0K | 0.05% | +10.0% | Added |
| Meridian Investment Counsel Inc. | 3,802 | $363.9K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,785 | $362.3K | 0.07% | −31−0.8% | Reduced |
| Ellis Investment Partners, LLC | 3,783 | $362.1K | 0.05% | +31+0.8% | Added |
| Peak Retirement Planning, Inc. | 3,783 | $362.1K | 0.06% | +63+1.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 3,781 | $361.9K | 0.09% | −108−2.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 3,780 | $361.8K | 0.01% | −85−2.2% | Reduced |