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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 2,554 | $244.5K | 0.03% | −222−8.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,552 | $244.3K | 0.03% | −71−2.7% | Reduced |
| Braun-Bostich & Associates Inc. | 2,552 | $244.3K | 0.14% | −184−6.7% | Reduced |
| Commonwealth Financial Services, LLC | 2,551 | $244.2K | 0.03% | +137+5.7% | Added |
| Aldebaran Financial Inc. | 2,550 | $244.1K | 0.20% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,550 | $244.1K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2,559 | $244.0K | 0.06% | +85+3.4% | Added |
| Lewis Asset Management, LLC | 2,545 | $243.6K | 0.09% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 2,540 | $243.1K | 0.06% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 2,533 | $242.4K | 0.11% | +3+0.1% | Added |
| Legacy Edge Advisors, LLC | 2,529 | $242.1K | 0.02% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,520 | $241.2K | 0.02% | +17+0.7% | Added |
| Walsh & Associates, LLC | 2,520 | $241.2K | 0.20% | −400−13.7% | Reduced |
| Rathbone Brothers plc | 2,515 | $240.7K | 0.00% | +2,515 | New |
| Accel Wealth Management | 2,514 | $240.6K | 0.05% | +24+1.0% | Added |
| Covenant Asset Management, LLC | 2,514 | $240.6K | 0.04% | +314+14.3% | Added |
| Patrick M Sweeney & Associates, Inc | 2,513 | $240.5K | 0.14% | +150+6.3% | Added |
| Cornerstone Planning Group LLC | 2,509 | $240.4K | 0.03% | −19−0.8% | Reduced |
| Samalin Investment Counsel, LLC | 2,501 | $239.4K | 0.08% | −204−7.5% | Reduced |
| Westover Capital Advisors, LLC | 2,500 | $239.3K | 0.04% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $239.3K | 0.13% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $239.3K | 0.16% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,497 | $239.0K | 0.03% | −299−10.7% | Reduced |
| Sentinus, LLC | 2,497 | $238.9K | 0.02% | +54+2.2% | Added |
| Forbes J M & Co LLP | 2,488 | $238.1K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 2,488 | $238.1K | 0.00% | 00.0% | Unchanged |
| William John Sempolinski | 2,488 | $238.1K | 0.10% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,483 | $237.6K | 0.01% | −1,980−44.4% | Reduced |
| Monetary Solutions, Ltd | 2,483 | $237.6K | 0.20% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,483 | $237.6K | 0.07% | +750+43.3% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,481 | $237.5K | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,467 | $236.1K | 0.01% | −531−17.7% | Reduced |
| Tevis Investment Management | 2,462 | $235.6K | 0.13% | +13+0.5% | Added |
| Alpine Bank Wealth Management | 2,460 | $235.4K | 0.03% | −2−0.1% | Reduced |
| Sterling Wealth Management, Inc. | 2,457 | $235.2K | 0.06% | +251+11.4% | Added |
| Fiduciary Planning LLC | 2,453 | $234.8K | 0.06% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 2,451 | $234.6K | 0.03% | +35+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 2,411 | $234.6K | 0.00% | +40+1.7% | Added |
| Alliance Wealth Advisors, LLC | 2,450 | $234.5K | 0.04% | +2,450 | New |
| Thayer Partners, LLC | 2,447 | $234.2K | 0.10% | +148+6.4% | Added |
| Old Peak Finance LLC | 2,446 | $234.1K | 0.11% | +2,446 | New |
| Heritage Investment Group, Inc. | 2,445 | $234.0K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2,438 | $233.4K | 0.16% | +153+6.7% | Added |
| Brighton Securities Corp. | 2,428 | $232.4K | 0.10% | −150−5.8% | Reduced |
| Spears Abacus Advisors LLC | 2,428 | $232.4K | 0.00% | +6+0.2% | Added |
| Verus Capital Partners, LLC | 2,425 | $232.1K | 0.01% | −123−4.8% | Reduced |
| Sunpointe, LLC | 2,423 | $231.9K | 0.07% | +11+0.5% | Added |
| Wedge Capital Management L L P | 2,423 | $231.9K | 0.00% | +2,423 | New |
| Live Oak Investment Partners | 2,422 | $231.8K | 0.12% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,420 | $231.6K | 0.01% | −578−19.3% | Reduced |
| Sapient Capital LLC | 2,419 | $231.5K | 0.00% | −2,978−55.2% | Reduced |
| Forbes Financial Planning, Inc. | 2,404 | $230.1K | 0.12% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,404 | $230.0K | 0.08% | +69+3.0% | Added |
| Innova Wealth Partners | 2,396 | $229.3K | 0.09% | −34−1.4% | Reduced |
| Axecap Investments, LLC | 2,393 | $229.0K | 0.13% | +11+0.5% | Added |
| Colonial River Wealth Management, LLC | 2,393 | $229.0K | 0.07% | −21−0.9% | Reduced |
| Greenfield Savings Bank | 2,389 | $228.7K | 0.09% | 00.0% | Unchanged |
| Partners in Financial Planning | 2,386 | $228.4K | 0.03% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 2,380 | $227.8K | 0.30% | −46−1.9% | Reduced |
| MPS Loria Financial Planners, LLC | 2,374 | $227.2K | 0.05% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,373 | $227.1K | 0.02% | +25+1.1% | Added |
| Steinberganna Wealth Management | 2,365 | $226.3K | 0.09% | +20+0.9% | Added |
| Manchester Capital Management LLC | 2,362 | $226.1K | 0.03% | −2−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 2,359 | $225.8K | 0.00% | +246+11.6% | Added |
| Warren Street Wealth Advisors, LLC | 2,358 | $225.7K | 0.05% | +56+2.4% | Added |
| William B. Walkup & Associates, Inc. | 2,358 | $225.7K | 0.11% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,353 | $225.2K | 0.03% | −14−0.6% | Reduced |
| Davis R M Inc | 2,344 | $224.4K | 0.00% | −302−11.4% | Reduced |
| Midland Wealth Advisors LLC | 2,333 | $223.3K | 0.01% | −410−14.9% | Reduced |
| Cottage Street Advisors LLC | 2,333 | $222.7K | 0.09% | +8+0.3% | Added |
| Sonata Capital Group Inc | 2,325 | $222.5K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,323 | $222.3K | 0.02% | 00.0% | Unchanged |
| R.H. Investment Group, LLC | 2,317 | $221.8K | 0.17% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,315 | $221.6K | 0.09% | −475−17.0% | Reduced |
| Bernicke Wealth Management, Ltd. | 2,311 | $221.2K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,311 | $221.2K | 0.07% | +16+0.7% | Added |
| BankPlus Wealth Management LLC | 2,310 | $221.1K | 0.10% | +217+10.4% | Added |
| Parthenon LLC | 2,307 | $220.8K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,303 | $220.5K | 0.01% | +131+6.0% | Added |
| Tudor Financial Inc. | 2,301 | $220.2K | 0.10% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,300 | $220.1K | 0.02% | −400−14.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,300 | $220.1K | 0.07% | −13−0.6% | Reduced |
| AllGen Financial Advisors, Inc. | 2,300 | $220.1K | 0.05% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 2,298 | $219.9K | 0.11% | 00.0% | Unchanged |
| Ewa, LLC | 2,294 | $219.5K | 0.04% | +182+8.6% | Added |
| Inceptionr LLC | 2,290 | $219.2K | 0.05% | +2,290 | New |
| Private Management Group Inc | 2,288 | $218.9K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,284 | $218.6K | 0.04% | −22−1.0% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,270 | $217.3K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,268 | $217.1K | 0.04% | +2,268 | New |
| Baring Financial LLC | 2,267 | $217.0K | 0.12% | +136+6.4% | Added |
| Bingham Private Wealth, LLC | 2,257 | $216.0K | 0.15% | +2,257 | New |
| Optiver Holding B.V. | 2,253 | $215.6K | 0.00% | −553−19.7% | Reduced |
| BXM Wealth LLC | 2,250 | $215.3K | 0.12% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 2,249 | $215.3K | 0.07% | +47+2.1% | Added |
| Emprise Bank | 2,248 | $215.2K | 0.08% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,246 | $215.0K | 0.05% | +17+0.8% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $215.0K | 0.05% | 0 | New |
| Bank of Stockton | 2,243 | $214.7K | 0.06% | −150−6.3% | Reduced |
| Garde Capital, Inc. | 2,236 | $214.0K | 0.01% | 00.0% | Unchanged |