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 |
|---|---|---|---|---|---|
| Woodard & Co Asset Management Group Inc | 3,779 | $361.7K | 0.05% | +109+3.0% | Added |
| Wayfinding Financial, LLC | 3,775 | $361.0K | 0.14% | +91+2.5% | Added |
| MKT Advisors LLC | 3,702 | $360.2K | 0.11% | −913−19.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,761 | $360.0K | 0.03% | +11+0.3% | Added |
| MCF Advisors LLC | 3,752 | $359.1K | 0.01% | +46+1.2% | Added |
| O'Brien Greene & Co. Inc | 3,750 | $358.9K | 0.10% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 3,746 | $358.5K | 0.16% | 00.0% | Unchanged |
| Tenet Wealth Partners, LLC | 3,708 | $357.7K | 0.27% | +3,708 | New |
| Bourne Lent Asset Management Inc | 3,731 | $357.1K | 0.12% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 3,723 | $356.3K | 0.15% | −26−0.7% | Reduced |
| King Wealth | 3,718 | $356.0K | 0.04% | +75+2.1% | Added |
| Retirement Income Solutions, Inc | 3,673 | $354.5K | 0.06% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,686 | $352.7K | 0.02% | −851−18.8% | Reduced |
| Range Advisory, LLC | 3,682 | $352.4K | 0.04% | −289−7.3% | Reduced |
| Connecticut Capital Management Group, LLC | 3,675 | $351.7K | 0.28% | +21+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 3,672 | $351.4K | 0.02% | −532−12.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,662 | $350.5K | 0.08% | −54−1.5% | Reduced |
| Magnolia Wealth Management, LLC | 3,659 | $350.2K | 0.18% | −209−5.4% | Reduced |
| Continuum Advisory, LLC | 3,658 | $350.1K | 0.03% | +588+19.2% | Added |
| SGL Investment Advisors, Inc. | 3,828 | $349.6K | 0.12% | +3,828 | New |
| Hardy Reed LLC | 3,645 | $348.9K | 0.02% | +3,645 | New |
| Spectrum Wealth Advisory Group, LLC | 3,629 | $347.4K | 0.10% | +6+0.2% | Added |
| Ferguson Shapiro LLC | 3,621 | $346.6K | 0.10% | −695−16.1% | Reduced |
| Francis Financial, Inc. | 3,615 | $346.0K | 0.06% | +982+37.3% | Added |
| Thompson Investment Management, Inc. | 3,614 | $345.9K | 0.04% | +20+0.6% | Added |
| Keb Asset Management, LLC | 3,604 | $345.0K | 0.06% | −23−0.6% | Reduced |
| White Pine Capital LLC | 3,599 | $344.5K | 0.08% | −248−6.4% | Reduced |
| WealthTrust Asset Management, LLC | 3,595 | $344.0K | 0.19% | +4+0.1% | Added |
| Capital Analysts, LLC | 3,591 | $344.0K | 0.01% | +690+23.8% | Added |
| Satovsky Asset Management LLC | 3,589 | $343.5K | 0.05% | +29+0.8% | Added |
| Intellus Advisors LLC | 3,578 | $342.4K | 0.04% | +296+9.0% | Added |
| Trilogy Capital Inc. | 3,577 | $342.4K | 0.01% | −330−8.4% | Reduced |
| Founders Financial Securities LLC | 3,575 | $342.2K | 0.02% | +609+20.5% | Added |
| Grandview Asset Management LLC | 3,563 | $341.0K | 0.08% | −95−2.6% | Reduced |
| Holos Integrated Wealth LLC | 3,503 | $340.8K | 0.16% | −150−4.1% | Reduced |
| Colonial Trust Co | 3,558 | $340.5K | 0.04% | −856−19.4% | Reduced |
| Stronghold Wealth Management L.L.C. | 3,553 | $340.1K | 0.46% | −4−0.1% | Reduced |
| Uniting Wealth Partners, LLC | 3,549 | $339.7K | 0.07% | −585−14.2% | Reduced |
| FLC Capital Advisors | 3,540 | $338.8K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,536 | $338.4K | 0.07% | +262+8.0% | Added |
| FSA Advisors, Inc. | 3,536 | $338.4K | 0.16% | +3,536 | New |
| IFC Advisors LLC | 3,527 | $337.6K | 0.04% | +28+0.8% | Added |
| Impact Partnership Wealth, LLC | 3,519 | $336.8K | 0.03% | +3,519 | New |
| Stonebridge Capital Advisors LLC | 3,517 | $336.6K | 0.02% | +200+6.0% | Added |
| Bucket List Wealth Management, LLC | 3,516 | $336.5K | 0.17% | +3,516 | New |
| MBE Wealth Management, LLC | 3,512 | $336.1K | 0.12% | −162−4.4% | Reduced |
| Institute for Wealth Management, LLC. | 3,507 | $335.7K | 0.03% | −106−2.9% | Reduced |
| Cabot Wealth Management Inc | 3,505 | $335.5K | 0.03% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 3,502 | $335.2K | 0.20% | −12−0.3% | Reduced |
| Madden Securities Corp | 3,500 | $335.0K | 0.09% | −25−0.7% | Reduced |
| Regatta Research & Money Management | 3,493 | $334.1K | 0.32% | +3,493 | New |
| Integris Wealth Management, LLC | 3,488 | $333.8K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,479 | $333.0K | 0.02% | −401−10.3% | Reduced |
| Qtron Investments LLC | 3,470 | $332.1K | 0.04% | −1,956−36.0% | Reduced |
| Cedar Mountain Advisors, LLC | 3,460 | $331.1K | 0.06% | +1,914+123.8% | Added |
| Cromwell Holdings LLC | 3,459 | $331.1K | 0.15% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 3,458 | $331.0K | 0.18% | +10+0.3% | Added |
| Belleair Asset Management, LLC | 3,455 | $330.7K | 0.28% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,453 | $330.5K | 0.01% | −42−1.2% | Reduced |
| Everpar Advisors LLC | 3,448 | $330.0K | 0.09% | +585+20.4% | Added |
| New Republic Capital, LLC | 3,444 | $329.6K | 0.08% | −1,886−35.4% | Reduced |
| Gunderson Capital Management Inc. | 3,424 | $327.7K | 0.09% | −1,103−24.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,400 | $325.4K | 0.01% | −300−8.1% | Reduced |
| Beck Mack & Oliver LLC | 3,400 | $325.4K | 0.01% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,400 | $325.4K | 0.02% | 00.0% | Unchanged |
| Groupe la Francaise | 3,382 | $323.7K | 0.00% | +3,382 | New |
| Finer Wealth Management, Inc. | 3,382 | $323.7K | 0.14% | +11+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 3,380 | $323.5K | 0.03% | −700−17.2% | Reduced |
| Hodges Capital Management Inc. | 3,375 | $323.0K | 0.02% | −1,000−22.9% | Reduced |
| Appleton Partners Inc | 3,375 | $323.0K | 0.02% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,363 | $321.9K | 0.24% | +1,177+53.8% | Added |
| Madrona Financial Services, LLC | 3,360 | $321.6K | 0.06% | +6+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 3,351 | $320.7K | 0.06% | +187+5.9% | Added |
| Zhang Financial LLC | 3,350 | $320.6K | 0.01% | +200+6.3% | Added |
| SageGuard Financial Group, LLC | 3,347 | $320.4K | 0.05% | +27+0.8% | Added |
| Joel Isaacson & Co., LLC | 3,347 | $320.3K | 0.01% | −30−0.9% | Reduced |
| NorthStar Asset Management LLC | 3,347 | $320.3K | 0.13% | −10−0.3% | Reduced |
| DF Dent & Co Inc | 3,341 | $319.8K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,338 | $319.5K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,336 | $319.3K | 0.05% | +2+0.1% | Added |
| Indiana Trust & Investment Management CO | 3,336 | $319.3K | 0.09% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,335 | $319.2K | 0.04% | +3,335 | New |
| Byrne Asset Management LLC | 3,331 | $318.8K | 0.17% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3,330 | $318.7K | 0.15% | +33+1.0% | Added |
| Paradigm Financial Partners, LLC | 3,328 | $318.5K | 0.03% | +3,328 | New |
| CDKV Holdings LLC | 3,321 | $317.8K | 0.25% | +14+0.4% | Added |
| Foster Group, Inc. | 3,319 | $317.7K | 0.01% | +57+1.7% | Added |
| Victory Financial Group, LLC | 3,311 | $316.9K | 0.03% | +877+36.0% | Added |
| Richard Young Associates, Ltd. | 3,311 | $316.9K | 0.21% | +10+0.3% | Added |
| Howard Financial Services, Ltd. | 3,308 | $316.6K | 0.03% | +3,308 | New |
| Alpha Omega Wealth Management LLC | 3,307 | $316.5K | 0.05% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 3,302 | $316.0K | 0.23% | +24+0.7% | Added |
| Mallini Complete Financial Planning LLC | – | $314.9K | 0.22% | – | – |
| Westside Investment Management, Inc. | 3,286 | $314.5K | 0.04% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,285 | $314.4K | 0.32% | +105+3.3% | Added |
| nVerses Capital, LLC | 3,280 | $313.9K | 0.48% | +3,280 | New |
| Sovereign Investment Advisors, LLC | 3,277 | $313.6K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,274 | $313.4K | 0.05% | +554+20.4% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 3,274 | $313.4K | 0.21% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,272 | $313.2K | 0.12% | −134−3.9% | Reduced |