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 |
|---|---|---|---|---|---|
| Kilter Group LLC | 496 | $47.5K | 0.02% | −9−1.8% | Reduced |
| Sachetta, LLC | 494 | $47.3K | 0.02% | +107+27.6% | Added |
| High Note Wealth, LLC | 490 | $46.9K | 0.01% | +26+5.6% | Added |
| Webster Bank, N. A. | 485 | $46.4K | 0.00% | −176−26.6% | Reduced |
| Kemnay Advisory Services Inc. | 474 | $45.4K | 0.01% | +26+5.8% | Added |
| Loomis Sayles & Co L P | 473 | $45.3K | 0.00% | +185+64.2% | Added |
| 1015 Capital Partners, LLC | 473 | $45.3K | 0.04% | +195+70.1% | Added |
| MidFirst Bank | 462 | $44.2K | 0.00% | +36+8.5% | Added |
| SOA Wealth Advisors, LLC. | 458 | $43.9K | 0.01% | +2+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 453 | $43.4K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $43.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 449 | $43.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 448 | $42.9K | 0.03% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 443 | $42.4K | 0.01% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 438 | $41.9K | 0.04% | +438 | New |
| Perkins Coie Trust Co | 435 | $41.6K | 0.01% | +435 | New |
| BOK Financial Private Wealth, Inc. | 427 | $40.9K | 0.00% | +77+22.0% | Added |
| MB, Levis & Associates, LLC | 427 | $40.8K | 0.02% | +1+0.2% | Added |
| Centerpoint Advisors, LLC | 417 | $40.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 405 | $39.0K | 0.02% | +20+5.2% | Added |
| First Community Trust NA | 400 | $38.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 394 | $37.7K | 0.03% | +34+9.4% | Added |
| Dogwood Wealth Management LLC | 382 | $36.6K | 0.01% | −3,669−90.6% | Reduced |
| FWL Investment Management, LLC | 380 | $36.4K | 0.01% | +30+8.6% | Added |
| Gill Capital Partners, LLC | 376 | $36.0K | 0.01% | +189+101.1% | Added |
| Bell Investment Advisors, Inc | 374 | $35.8K | 0.01% | +121+47.8% | Added |
| Chilton Capital Management LLC | 361 | $34.6K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 348 | $33.3K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 345 | $33.0K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 344 | $32.9K | 0.01% | +190+123.4% | Added |
| Piscataqua Savings Bank | 340 | $32.5K | 0.02% | −300−46.9% | Reduced |
| NVWM, LLC | 332 | $31.8K | 0.01% | +5+1.5% | Added |
| Frazier Financial Advisors, LLC | 328 | $31.4K | 0.02% | +2+0.6% | Added |
| True Wealth Design, LLC | 328 | $31.4K | 0.01% | +237+260.4% | Added |
| Advantage Trust Co | 321 | $30.7K | 0.01% | +300+1,428.6% | Added |
| YANKCOM Partnership | 319 | $30.5K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 318 | $30.4K | 0.01% | −18−5.4% | Reduced |
| Morton Brown Family Wealth, LLC | 314 | $30.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 311 | $30.0K | 0.02% | +11+3.7% | Added |
| J.Safra Asset Management Corp | 309 | $29.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 308 | $29.5K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 306 | $29.3K | 0.01% | +306 | New |
| Adkins Seale Capital Management LLC | 305 | $29.3K | 0.03% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 305 | $29.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 303 | $29.0K | 0.01% | +68+28.9% | Added |
| StrongBox Wealth, LLC | 300 | $28.7K | 0.01% | +300 | New |
| Quintet Private Bank (Europe) S.A. | 300 | $28.7K | 0.00% | +300 | New |
| Retirement Wealth Solutions LLC | 297 | $28.5K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 295 | $28.2K | 0.02% | −59−16.7% | Reduced |
| Guardian Partners Inc. | 295 | $28.2K | 0.00% | +295 | New |
| CGC Financial Services, LLC | 293 | $28.0K | 0.01% | −200−40.6% | Reduced |
| SJS Investment Consulting Inc. | 292 | $27.9K | 0.00% | +65+28.6% | Added |
| Prestige Wealth Management Group LLC | 286 | $27.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 285 | $27.3K | 0.01% | +74+35.1% | Added |
| Marquette Asset Management, LLC | 283 | $27.1K | 0.00% | +37+15.0% | Added |
| Clark Wealth Partners | 280 | $26.8K | 0.02% | +13+4.9% | Added |
| Bullseye Investment Management, LLC | 271 | $25.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 261 | $25.0K | 0.00% | +80+44.2% | Added |
| Basepoint Wealth LLC | 254 | $24.3K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $23.9K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 246 | $23.5K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 238 | $22.8K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 235 | $22.5K | 0.01% | −1,362−85.3% | Reduced |
| Tidemark, LLC | 233 | $22.3K | 0.01% | −44−15.9% | Reduced |
| Washington Trust Advisors, Inc. | 220 | $21.0K | 0.00% | +20+10.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 208 | $19.9K | 0.00% | −248−54.4% | Reduced |
| Evolution Wealth Management Inc. | 205 | $19.6K | 0.01% | +110+115.8% | Added |
| ZRC Wealth Management, LLC | 204 | $19.5K | 0.01% | +148+264.3% | Added |
| Security National Bank of Sioux City Iowa | 200 | $19.1K | 0.01% | +200 | New |
| Wellington-Altus USA Inc. | 198 | $19.1K | 0.01% | +62+45.6% | Added |
| Navigoe, LLC | 205 | $19.0K | 0.01% | +5+2.5% | Added |
| Tower View Investment Management & Research LLC | 197 | $18.9K | 0.01% | +1+0.5% | Added |
| Financial Network Wealth Advisors LLC | 195 | $18.7K | 0.02% | +3+1.6% | Added |
| Quaker Wealth Management, LLC | 194 | $18.6K | 0.01% | −45−18.8% | Reduced |
| Riverview Trust Co | 194 | $18.6K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 194 | $18.6K | 0.01% | +86+79.6% | Added |
| Robinswood Financial LLC | 184 | $17.7K | 0.01% | +2+1.1% | Added |
| Vanguard National Trust Co | 180 | $17.2K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 179 | $17.1K | 0.01% | −34−16.0% | Reduced |
| Bare Financial Services, Inc | 179 | $17.1K | 0.00% | +69+62.7% | Added |
| Evermay Wealth Management LLC | 170 | $16.2K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 161 | $15.4K | 0.00% | +10+6.6% | Added |
| Rialto Wealth Management, LLC | 159 | $15.2K | 0.00% | +40+33.6% | Added |
| Atomic Invest LLC | 157 | $15.2K | 0.00% | −6−3.7% | Reduced |
| Downshift Financial, LLC | 158 | $15.1K | 0.01% | +158 | New |
| Financial Life Planners | 158 | $15.1K | 0.01% | +2+1.3% | Added |
| West Branch Capital LLC | 156 | $14.9K | 0.00% | +66+73.3% | Added |
| Caitlin John, LLC | 150 | $14.4K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 150 | $14.4K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 147 | $14.1K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 146 | $14.0K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 142 | $13.6K | 0.01% | +50+54.3% | Added |
| Fountainhead AM, LLC | 141 | $13.5K | 0.01% | −329−70.0% | Reduced |
| Stephenson National Bank & Trust | 140 | $13.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 137 | $13.1K | 0.00% | −244−64.0% | Reduced |
| Crewe Advisors LLC | 136 | $13.0K | 0.00% | +112+466.7% | Added |
| Benson Wealth Management INC | 132 | $12.6K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 129 | $12.3K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 129 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 123 | $11.8K | 0.01% | 00.0% | Unchanged |