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 |
|---|---|---|---|---|---|
| Storen Legacy Partners, LLC | 2,235 | $213.9K | 0.06% | +35+1.6% | Added |
| Whittier Trust Co | 2,220 | $213.1K | 0.00% | +146+7.0% | Added |
| Fiduciary Wealth Partners, LLC | 2,226 | $213.1K | 0.12% | +20+0.9% | Added |
| Embree Financial Group | 2,224 | $212.8K | 0.02% | +2,224 | New |
| FDx Advisors, Inc. | 2,211 | $212.0K | 0.06% | −252−10.2% | Reduced |
| MBA Advisors LLC | 2,213 | $211.8K | 0.07% | 00.0% | Unchanged |
| Capula Management Ltd | 2,210 | $211.5K | 0.00% | −10,734−82.9% | Reduced |
| Athena Investment Management | 2,208 | $211.3K | 0.13% | −250−10.2% | Reduced |
| Interactive Financial Advisors | 2,208 | $211.3K | 0.13% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,204 | $210.9K | 0.00% | +2,204 | New |
| Islay Capital Management, LLC | 2,203 | $210.9K | 0.10% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,201 | $210.7K | 0.02% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,200 | $210.6K | 0.01% | −2,878−56.7% | Reduced |
| Camelot Portfolios, LLC | 2,200 | $210.6K | 0.15% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,200 | $210.6K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,200 | $210.6K | 0.05% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 2,200 | $210.6K | 0.08% | +2,200 | New |
| Glassy Mountain Advisors, Inc. | 2,199 | $210.5K | 0.06% | 00.0% | Unchanged |
| Copia Wealth Management | 2,195 | $210.1K | 0.13% | 00.0% | Unchanged |
| TrustBank | 2,194 | $210.0K | 0.07% | −75−3.3% | Reduced |
| Mascagni Wealth Management, Inc. | 2,189 | $209.5K | 0.13% | +3+0.1% | Added |
| Disciplined Investments, LLC | 2,188 | $209.4K | 0.07% | +2+0.1% | Added |
| VSM Wealth Advisory, LLC | 2,186 | $209.2K | 0.06% | +2+0.1% | Added |
| Strategic Financial Partners, Ltd. | 2,185 | $209.1K | 0.08% | −17−0.8% | Reduced |
| KMG Fiduciary Partners, LLC | 2,184 | $209.0K | 0.02% | −2,256−50.8% | Reduced |
| Opinicus Capital, Inc. | 2,183 | $209.0K | 0.11% | +18+0.8% | Added |
| Keating Financial Advisory Services, Inc. | 2,180 | $208.6K | 0.03% | +265+13.8% | Added |
| Sagewood Asset Management LP | 2,175 | $208.2K | 0.05% | +2,175 | New |
| Auxano Advisors, LLC | 2,174 | $208.1K | 0.04% | −131−5.7% | Reduced |
| Raiffeisen Bank International AG | 2,156 | $207.9K | 0.00% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,137 | $207.9K | 0.15% | +2,137 | New |
| Juno Financial Group LLC | 2,169 | $207.6K | 0.07% | +33+1.5% | Added |
| Floyd Financial Group LLC | 2,161 | $207.3K | 0.14% | −250−10.4% | Reduced |
| Gradient Capital Advisors, LLC | 2,166 | $207.3K | 0.05% | +2+0.1% | Added |
| REAP Financial Group, LLC | 2,165 | $207.2K | 0.04% | +11+0.5% | Added |
| Black Diamond Financial, LLC | 2,159 | $206.6K | 0.02% | −131−5.7% | Reduced |
| Triton Wealth Management, PLLC | 2,143 | $206.6K | 0.06% | −306−12.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,155 | $206.3K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 2,150 | $205.8K | 0.20% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,149 | $205.7K | 0.02% | −557−20.6% | Reduced |
| Madison Wealth Partners, Inc | 2,149 | $205.6K | 0.03% | +2,149 | New |
| Wealth Science Advisors LLC | 2,145 | $205.3K | 0.09% | +2,054+2,257.1% | Added |
| Guardian Wealth Management, LLC | 2,142 | $205.0K | 0.06% | +12+0.6% | Added |
| Security Financial Services, INC. | 2,140 | $204.8K | 0.03% | +2,140 | New |
| Obermeyer Wood Investment Counsel, LLLP | 2,139 | $204.7K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 2,126 | $203.5K | 0.01% | +2,126 | New |
| AGH Wealth Advisors, LLC | 2,126 | $203.5K | 0.13% | +2,126 | New |
| Ponta Wealth Partners, LLC | 2,126 | $203.5K | 0.11% | +2,126 | New |
| Fagan Associates, Inc. | 2,124 | $203.3K | 0.03% | −400−15.8% | Reduced |
| Stonebridge Financial Group, LLC | 2,124 | $203.3K | 0.14% | −132−5.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,123 | $203.2K | 0.04% | 00.0% | Unchanged |
| Haven Capital Group, Inc. | 2,113 | $202.2K | 0.16% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,111 | $202.0K | 0.01% | +37+1.8% | Added |
| Searcy Financial Services Inc | 2,101 | $201.1K | 0.07% | −90−4.1% | Reduced |
| Private Wealth Partners, LLC | 2,100 | $201.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 2,100 | $201.0K | 0.08% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,095 | $200.5K | 0.06% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,094 | $200.4K | 0.06% | +2,094 | New |
| Artesa Financial Group, LLC | 2,091 | $200.1K | 0.17% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,090 | $200.1K | 0.09% | −10−0.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,030 | $194.3K | 0.05% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 1,980 | $194.0K | 0.22% | +150+8.2% | Added |
| Tiemann Investment Advisors, LLC | 2,026 | $193.9K | 0.07% | −300−12.9% | Reduced |
| First Command Advisory Services, Inc. | 2,009 | $192.3K | 0.00% | −5,231−72.3% | Reduced |
| Tower Trust & Investment Co | 2,006 | $192.0K | 0.12% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,971 | $188.6K | 0.04% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 1,897 | $181.6K | 0.08% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,884 | $180.4K | 0.02% | +310+19.7% | Added |
| Ostrum Asset Management | 1,864 | $178.4K | 0.01% | −1,002−35.0% | Reduced |
| Proathlete Wealth Management LLC | 1,832 | $175.5K | 0.04% | +15+0.8% | Added |
| PlanVest Financial, Inc | 1,789 | $171.2K | 0.11% | +3+0.2% | Added |
| Nemes Rush Group LLC | 1,757 | $168.1K | 0.01% | +451+34.5% | Added |
| Capital Advisors, Ltd. LLC | 1,760 | $168.0K | 0.02% | −90−4.9% | Reduced |
| Community Bank, N.A. | 1,750 | $167.5K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,739 | $166.4K | 0.03% | −3−0.2% | Reduced |
| Silvant Capital Management LLC | 1,727 | $165.3K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,725 | $165.1K | 0.01% | −205−10.6% | Reduced |
| MV Capital Management, Inc. | 1,713 | $164.0K | 0.01% | +22+1.3% | Added |
| Creative Financial Designs Inc | 1,685 | $161.3K | 0.01% | −45−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,655 | $158.4K | 0.01% | +367+28.5% | Added |
| Investment Research & Advisory Group, Inc. | 1,591 | $156.7K | 0.05% | +1,087+215.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,630 | $156.0K | 0.04% | +360+28.3% | Added |
| RMG Wealth Management LLC | 1,672 | $154.7K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,605 | $153.6K | 0.08% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,581 | $151.3K | 0.03% | −5−0.3% | Reduced |
| Mosley Wealth Management | 1,564 | $149.7K | 0.05% | −10,022−86.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,501 | $143.7K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $143.6K | 0.04% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,500 | $143.6K | 0.11% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,479 | $141.5K | 0.01% | +7+0.5% | Added |
| Westpac Banking Corp | 1,474 | $141.1K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,459 | $139.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,450 | $138.8K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,397 | $133.7K | 0.01% | −3−0.2% | Reduced |
| Millstone Evans Group, LLC | 1,397 | $133.7K | 0.07% | +16+1.2% | Added |
| Community Financial Services Group, LLC | 1,401 | $133.3K | 0.02% | +890+174.2% | Added |
| Westfuller Advisors, LLC | 1,386 | $132.7K | 0.05% | +4+0.3% | Added |
| Avion Wealth | 1,348 | $129.0K | 0.02% | +109+8.8% | Added |
| Gen-Wealth Partners Inc | 1,347 | $128.9K | 0.04% | +14+1.1% | Added |
| Meramec Financial Planners, LLC | 1,333 | $128.6K | 0.05% | +1,333 | New |