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: 13 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 |
|---|---|---|---|---|---|
| AA Financial Advisors, LLC | 3,271 | $313.1K | 0.04% | −757−18.8% | Reduced |
| Leslie Global Wealth, LLC | 3,267 | $312.7K | 0.12% | −140−4.1% | Reduced |
| First American Trust, FSB | 3,258 | $311.8K | 0.02% | +6+0.2% | Added |
| Moody National Bank Trust Division | 3,252 | $311.2K | 0.03% | −46−1.4% | Reduced |
| Choate Investment Advisors | 3,251 | $311.2K | 0.01% | 00.0% | Unchanged |
| Capital City Trust Co | 3,221 | $308.3K | 0.06% | −20−0.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,208 | $307.1K | 0.04% | +159+5.2% | Added |
| Biltmore Wealth Management, LLC | 3,205 | $306.8K | 0.10% | +2+0.1% | Added |
| FCG Investment Co | 3,203 | $306.6K | 0.11% | +190+6.3% | Added |
| Private Capital Advisors, Inc. | 3,200 | $306.3K | 0.03% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,198 | $306.1K | 0.09% | −19−0.6% | Reduced |
| Summit Wealth Partners, LLC | 3,190 | $305.3K | 0.04% | −300−8.6% | Reduced |
| MJP Associates Inc | 3,184 | $304.7K | 0.03% | −983−23.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,179 | $304.3K | 0.10% | −700−18.0% | Reduced |
| Luts & Greenleigh Group, Inc | 3,170 | $303.4K | 0.23% | +182+6.1% | Added |
| Eagle Wealth Strategies LLC | 3,166 | $303.0K | 0.12% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3,165 | $303.0K | 0.06% | +2,469+354.7% | Added |
| Compass Wealth Management LLC | 3,150 | $301.5K | 0.06% | +3,150 | New |
| Financial Partners Group, Inc | 3,149 | $301.4K | 0.03% | +14+0.4% | Added |
| Prospect Financial Services LLC | 3,145 | $301.0K | 0.15% | 00.0% | Unchanged |
| Baker Boyer National Bank | 3,140 | $300.5K | 0.08% | +108+3.6% | Added |
| Aurdan Capital Management, LLC | 3,139 | $300.4K | 0.08% | −8−0.3% | Reduced |
| Curran Financial Partners, LLC | 3,128 | $299.4K | 0.04% | +95+3.1% | Added |
| Gryphon Financial Partners LLC | 3,123 | $298.9K | 0.03% | +180+6.1% | Added |
| Xxi Wealth, LLC | 3,115 | $298.1K | 0.14% | +25+0.8% | Added |
| Brendel Financial Advisors LLC | 3,100 | $296.7K | 0.14% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,099 | $296.6K | 0.09% | +13+0.4% | Added |
| Beese Fulmer Investment Management, Inc. | 3,098 | $296.5K | 0.02% | −760−19.7% | Reduced |
| Financial Planning Hawaii, Inc. | 3,090 | $295.7K | 0.16% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,089 | $295.6K | 0.03% | +114+3.8% | Added |
| First National Bank & Trust Co of Newtown | 3,127 | $295.6K | 0.06% | +136+4.5% | Added |
| KLCM Advisors, Inc. | 3,087 | $295.5K | 0.02% | +13+0.4% | Added |
| CVA Family Office, LLC | 3,085 | $295.3K | 0.03% | +52+1.7% | Added |
| Sound Portfolio Advisors, LLC | 3,079 | $294.7K | 0.21% | 00.0% | Unchanged |
| Coastline Trust Co | 3,073 | $294.1K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 3,069 | $293.7K | 0.17% | +42+1.4% | Added |
| Leigh Baldwin & Co., LLC | 3,067 | $293.6K | 0.16% | +11+0.4% | Added |
| Nalls Sherbakoff Group, LLC | 3,067 | $293.5K | 0.21% | −75−2.4% | Reduced |
| United Community Bank | 3,065 | $293.4K | 0.09% | −36−1.2% | Reduced |
| STAR Financial Bank | 3,059 | $292.8K | 0.12% | +57+1.9% | Added |
| Latitude Advisors, LLC | 3,058 | $292.7K | 0.12% | +65+2.2% | Added |
| Berkshire Asset Management LLC | 3,057 | $292.6K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3,055 | $292.3K | 0.07% | −41−1.3% | Reduced |
| Allied Private Wealth LLC | 3,029 | $292.0K | 0.19% | +3,029 | New |
| Kaydan Wealth Management, Inc. | 3,051 | $292.0K | 0.09% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 3,038 | $290.8K | 0.04% | +879+40.7% | Added |
| Cultivar Capital, Inc. | 3,036 | $290.6K | 0.19% | +31+1.0% | Added |
| Alpha Zero LLC | 3,024 | $290.5K | 0.11% | +3,024 | New |
| SkyOak Wealth, LLC | 3,031 | $290.1K | 0.05% | −234−7.2% | Reduced |
| Rossmore Private Capital | 3,024 | $289.4K | 0.02% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 3,015 | $288.6K | 0.07% | −100−3.2% | Reduced |
| Morris Financial Concepts, Inc. | 3,008 | $287.9K | 0.09% | −39−1.3% | Reduced |
| Investors Asset Management of Georgia Inc | 3,002 | $287.3K | 0.10% | −29−1.0% | Reduced |
| SCS Capital Management LLC | 3,001 | $287.2K | 0.00% | +55+1.9% | Added |
| KKM Financial LLC | 3,001 | $287.2K | 0.04% | 00.0% | Unchanged |
| PW Nova Financial Services LLC | 3,001 | $287.2K | 0.06% | +9+0.3% | Added |
| Asset Management Advisors, LLC | 3,000 | $287.1K | 0.16% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,000 | $287.1K | 0.05% | 00.0% | Unchanged |
| Miller Financial Services LLC | 3,000 | $287.1K | 0.23% | +3,000 | New |
| Brookwood Investment Group LLC | 2,999 | $287.0K | 0.03% | −185−5.8% | Reduced |
| Ridgeline Wealth, LLC | 2,987 | $285.9K | 0.17% | +15+0.5% | Added |
| Barnett & Company, Inc. | 2,983 | $285.5K | 0.21% | −37−1.2% | Reduced |
| Dutch Asset Corp | 2,982 | $285.4K | 0.14% | −50−1.6% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,027 | $284.1K | 0.08% | +82+2.8% | Added |
| Legacy Advisors, LLC | 2,967 | $284.0K | 0.03% | +497+20.1% | Added |
| Trust Co | 2,962 | $283.4K | 0.03% | −1,202−28.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,959 | $283.4K | 0.01% | −392−11.7% | Reduced |
| Santori & Peters | 2,953 | $282.6K | 0.08% | +428+17.0% | Added |
| Tennessee Valley Asset Management Partners | 2,950 | $282.3K | 0.03% | −33−1.1% | Reduced |
| Fragasso Group Inc. | 2,947 | $282.0K | 0.02% | +273+10.2% | Added |
| Brown Financial Advisory | 2,945 | $281.8K | 0.12% | −8−0.3% | Reduced |
| Optivise Advisory Services LLC | 2,944 | $281.8K | 0.14% | +379+14.8% | Added |
| Indivisible Partners | 2,943 | $281.7K | 0.02% | +2,943 | New |
| HC Advisors, LLC | 2,938 | $281.2K | 0.17% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,932 | $280.7K | 0.17% | −314−9.7% | Reduced |
| Harvey Investment Co LLC | 2,926 | $280.0K | 0.03% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,923 | $279.8K | 0.09% | +10.0% | Added |
| Gilman Hill Asset Management, LLC | 2,920 | $279.5K | 0.04% | −50−1.7% | Reduced |
| Zullo Investment Group, Inc. | 2,913 | $278.9K | 0.10% | −4−0.1% | Reduced |
| Jacobsen Capital Management | 2,903 | $277.8K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,901 | $277.7K | 0.08% | +85+3.0% | Added |
| Charles Schwab Trust Co | 2,900 | $277.6K | 0.02% | +500+20.8% | Added |
| Paradigm Asset Management Co LLC | 2,900 | $277.6K | 0.06% | +2,900 | New |
| Ledgewood Wealth Advisors, LLC | 2,892 | $276.8K | 0.15% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,891 | $276.7K | 0.01% | +2,891 | New |
| KRS Capital Management, LLC | 2,886 | $276.2K | 0.13% | −100−3.3% | Reduced |
| Parkside Financial Bank & Trust | 2,884 | $276.0K | 0.02% | +176+6.5% | Added |
| Councilmark Asset Management, LLC | 2,883 | $275.9K | 0.15% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 2,879 | $275.6K | 0.04% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,879 | $275.6K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,877 | $275.4K | 0.00% | −54−1.8% | Reduced |
| Anchor Capital Advisors LLC | 2,875 | $275.2K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 2,875 | $275.1K | 0.14% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,872 | $274.9K | 0.04% | −66−2.2% | Reduced |
| Lazari Capital Management, Inc. | 2,871 | $274.8K | 0.08% | −81−2.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,870 | $274.7K | 0.10% | −267−8.5% | Reduced |
| N.E.W. Advisory Services LLC | 2,868 | $274.5K | 0.02% | −17−0.6% | Reduced |
| Secure Asset Management, LLC | 2,860 | $273.7K | 0.04% | −1,645−36.5% | Reduced |
| Strategic Advisors LLC | 2,855 | $273.2K | 0.06% | +4+0.1% | Added |
| Perennial Investment Advisors, LLC | 2,848 | $272.6K | 0.02% | +586+25.9% | Added |