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 |
|---|---|---|---|---|---|
| Hardin Capital Partners, LLC | 2,824 | $272.1K | 0.13% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 2,850 | $272.0K | 0.10% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,840 | $271.8K | 0.00% | +340+13.6% | Added |
| Dynasty Wealth Management, LLC | 2,838 | $271.6K | 0.00% | +2,838 | New |
| Power Wealth Management LLC | 2,831 | $271.0K | 0.09% | +17+0.6% | Added |
| Royal Fund Management, LLC | 2,829 | $270.8K | 0.02% | +22+0.8% | Added |
| GTS Securities LLC | 2,828 | $270.7K | 0.01% | −11,493−80.3% | Reduced |
| North Star Asset Management Inc | 2,826 | $270.5K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 2,820 | $269.9K | 0.13% | −100−3.4% | Reduced |
| Value Investment Professionals, LLC | 2,818 | $269.7K | 0.23% | +2,818 | New |
| Rodgers & Associates, LTD | 2,818 | $269.7K | 0.02% | +23+0.8% | Added |
| Ipsen Advisor Group LLC | 2,816 | $269.6K | 0.17% | +7+0.2% | Added |
| Angeles Wealth Management, LLC | 2,816 | $269.5K | 0.01% | +77+2.8% | Added |
| Alteri Wealth LLC | 2,813 | $269.3K | 0.07% | +7+0.2% | Added |
| Great Diamond Partners, LLC | 2,801 | $268.1K | 0.05% | −7−0.2% | Reduced |
| Physicians Financial Services, Inc. | 2,802 | $268.0K | 0.07% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 2,802 | $268.0K | 0.07% | +152+5.7% | Added |
| McMillan Office, Inc. | 2,800 | $268.0K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 2,797 | $267.7K | 0.08% | +2,572+1,143.1% | Added |
| Willow Creek Capital Management, Inc. | 2,796 | $267.6K | 0.26% | +2,796 | New |
| Gerber, LLC | 2,793 | $267.3K | 0.13% | +5+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 2,792 | $267.2K | 0.04% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 2,785 | $266.6K | 0.05% | −256−8.4% | Reduced |
| V. M. Manning & Co., Inc. | 2,785 | $266.5K | 0.23% | +2,785 | New |
| Enclave Advisors LLC | 2,783 | $266.4K | 0.03% | +42+1.5% | Added |
| Bogart Wealth, LLC | 2,780 | $266.1K | 0.01% | +526+23.3% | Added |
| Evanson Financial, LLC | 2,779 | $266.0K | 0.01% | +2,779 | New |
| PYA Waltman Capital, LLC | 2,776 | $265.7K | 0.06% | +100+3.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,774 | $265.5K | 0.01% | +168+6.4% | Added |
| Pine Haven Investment Counsel, Inc | 2,773 | $265.4K | 0.18% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,771 | $265.2K | 0.03% | +248+9.8% | Added |
| Glass Wealth Management Co LLC | 2,770 | $265.1K | 0.09% | −90−3.1% | Reduced |
| Old Mission Investment Co LLC | 2,768 | $264.9K | 0.06% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,765 | $264.6K | 0.15% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,756 | $263.8K | 0.05% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,754 | $263.7K | 0.03% | +302+12.3% | Added |
| Liberty Capital Management, Inc. | 2,744 | $262.6K | 0.05% | +2,744 | New |
| Strategic Financial Services, Inc, | 2,737 | $262.0K | 0.01% | −31−1.1% | Reduced |
| Grant Private Wealth Management Inc | 2,736 | $261.9K | 0.11% | +549+25.1% | Added |
| DV Trading LLC | 2,733 | $261.6K | 0.02% | +233+9.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,730 | $261.3K | 0.04% | −120−4.2% | Reduced |
| Goldstein Advisors, LLC | 2,725 | $260.8K | 0.02% | +396+17.0% | Added |
| Sound Financial Strategies Group, LLC | 2,721 | $260.4K | 0.17% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 2,721 | $260.4K | 0.06% | +2,721 | New |
| Pavion Blue Capital, LLC | 2,715 | $259.9K | 0.10% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,713 | $259.7K | 0.07% | +41+1.5% | Added |
| Meriwether Wealth & Planning, LLC | 2,712 | $259.6K | 0.13% | +50+1.9% | Added |
| Caliber Wealth Management, LLC | 2,710 | $259.4K | 0.03% | +2,710 | New |
| Optas, LLC | 2,704 | $258.8K | 0.04% | +30+1.1% | Added |
| Crew Capital Management, Ltd. | 2,698 | $258.2K | 0.14% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 2,697 | $258.1K | 0.03% | −3,219−54.4% | Reduced |
| Brian Low Financial Group, LLC | 2,697 | $258.1K | 0.15% | +272+11.2% | Added |
| 44 Wealth Management LLC | 2,693 | $257.7K | 0.09% | −136−4.8% | Reduced |
| Nova R Wealth, Inc. | 2,682 | $256.7K | 0.07% | +40+1.5% | Added |
| STG Securities, LLC | 2,680 | $256.5K | 0.28% | +2,680 | New |
| Code Waechter LLC | 2,676 | $256.1K | 0.13% | +33+1.2% | Added |
| Rainey & Randall Investment Management Inc. | 2,675 | $256.0K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,673 | $255.8K | 0.02% | −139−4.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 2,671 | $255.7K | 0.06% | +449+20.2% | Added |
| Waterford Advisors, LLC | 2,671 | $255.6K | 0.07% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,671 | $255.6K | 0.03% | 00.0% | Unchanged |
| Readystate Asset Management LP | 2,670 | $255.5K | 0.01% | +2,670 | New |
| Alexander Labrunerie & Co., Inc. | 2,669 | $255.4K | 0.09% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,668 | $255.4K | 0.04% | −24−0.9% | Reduced |
| Unified Investment Management | 2,663 | $254.9K | 0.24% | +10.0% | Added |
| Dover Advisors, LLC | 2,911 | $253.8K | 0.10% | −400−12.1% | Reduced |
| Zevin Asset Management LLC | 2,650 | $253.6K | 0.04% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,650 | $253.6K | 0.05% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,649 | $253.5K | 0.01% | −25−0.9% | Reduced |
| Tucker Asset Management LLC | 2,648 | $253.4K | 0.06% | −157−5.6% | Reduced |
| Ardent Capital Management, Inc. | 2,648 | $253.4K | 0.11% | −26−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $253.2K | 0.00% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 2,646 | $253.2K | 0.09% | +232+9.6% | Added |
| Barlow Wealth Partners, Inc. | 2,620 | $252.5K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 2,632 | $251.9K | 0.02% | +26+1.0% | Added |
| Asset One Wealth Management LLC | 2,660 | $251.6K | 0.03% | −17−0.6% | Reduced |
| Prosperity Bancshares Inc | 2,622 | $251.0K | 0.16% | +104+4.1% | Added |
| Nordwand Advisors, LLC | 2,621 | $250.9K | 0.04% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 2,618 | $250.6K | 0.07% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,617 | $250.5K | 0.00% | −5−0.2% | Reduced |
| Bluebird Wealth Management LLC | 2,616 | $250.4K | 0.22% | +132+5.3% | Added |
| Chelsea Counsel Co | 2,614 | $250.2K | 0.11% | −150−5.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,615 | $250.0K | 0.00% | +150+6.1% | Added |
| Falcon Wealth Planning | 2,608 | $249.6K | 0.02% | +2,608 | New |
| Chickasaw Capital Management LLC | 2,600 | $249.0K | 0.01% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 2,601 | $248.9K | 0.09% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,601 | $248.9K | 0.03% | +2,601 | New |
| Buttonwood Financial Advisors Inc. | 2,600 | $248.9K | 0.08% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,600 | $248.8K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,599 | $248.8K | 0.00% | +2,599 | New |
| Deseret Mutual Benefit Administrators | 2,598 | $248.7K | 0.08% | −162−5.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,596 | $248.5K | 0.00% | +259+11.1% | Added |
| Ferguson Wellman Capital Management, Inc | 2,592 | $248.1K | 0.00% | +62+2.5% | Added |
| Vista Investment Partners LLC | 2,583 | $247.2K | 0.06% | −119−4.4% | Reduced |
| Delta Investment Management, LLC | 2,582 | $247.1K | 0.04% | +10.0% | Added |
| Longboard Asset Management, LP | 2,573 | $246.3K | 4.13% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,573 | $246.2K | 0.03% | +150+6.2% | Added |
| Accredited Investors Inc. | 2,569 | $245.9K | 0.01% | +240+10.3% | Added |
| Saxony Capital Management, LLC | 2,567 | $245.7K | 0.11% | −181−6.6% | Reduced |
| Enterprise Financial Services Corp | 2,564 | $245.4K | 0.10% | +55+2.2% | Added |