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 |
|---|---|---|---|---|---|
| Imprint Wealth LLC | 121 | $11.6K | 0.05% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 120 | $11.5K | 0.00% | +20+20.0% | Added |
| Strategic Advocates LLC | 116 | $11.1K | 0.04% | +69+146.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 106 | $10.1K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 105 | $10.1K | 0.01% | +44+72.1% | Added |
| Wellington Shields Capital Management, LLC | 104 | $9.96K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $9.57K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $9.57K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $9.57K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 91 | $8.71K | 0.00% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 87 | $8.34K | 0.00% | +87 | New |
| Penserra Capital Management LLC | 93 | $8.00K | 0.00% | −10,080−99.1% | Reduced |
| Carolina Wealth Advisors, LLC | 81 | $7.75K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 80 | $7.66K | 0.00% | −1−1.2% | Reduced |
| Richard W. Paul & Associates, LLC | 76 | $7.27K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 70 | $6.70K | 0.06% | −15−17.6% | Reduced |
| Valued Wealth Advisors LLC | 69 | $6.60K | 0.00% | −25−26.6% | Reduced |
| Westend Capital Management, LLC | 67 | $6.45K | 0.00% | +67 | New |
| Burkett Financial Services, LLC | 64 | $6.14K | 0.00% | +1+1.6% | Added |
| DecisionPoint Financial, LLC | 64 | $6.09K | 0.00% | −6−8.6% | Reduced |
| Ogorek Anthony Joseph | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 61 | $5.88K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 58 | $5.54K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 56 | $5.36K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 53 | $5.07K | 0.19% | +2+3.9% | Added |
| WestEnd Advisors, LLC | 52 | $4.98K | 0.00% | +5+10.6% | Added |
| Atlas Capital Advisors LLC | 47 | $4.50K | 0.00% | −15−24.2% | Reduced |
| Addison Advisors LLC | 44 | $4.21K | 0.00% | −734−94.3% | Reduced |
| Investors Portfolio Services LLC | 42 | $4.02K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $3.73K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 38 | $3.64K | 0.00% | +38 | New |
| Peterson Wealth Services | 36 | $3.45K | 0.00% | +36 | New |
| Capital Advisor Network LLC | 34 | $3.25K | 0.00% | −20−37.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 31 | $2.99K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 31 | $2.97K | 0.00% | +31 | New |
| Rachor Investment Advisory Services, LLC | 30 | $2.92K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 30 | $2.87K | 0.00% | −43−58.9% | Reduced |
| Hollencrest Capital Management | 30 | $2.87K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $2.49K | 0.00% | +26 | New |
| Three Bearings Fiduciary Advisors, Inc. | 25 | $2.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.20K | 0.00% | −59−72.0% | Reduced |
| Osbon Capital Management LLC | 23 | $2.20K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 22 | $2.11K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 22 | $2.11K | 0.00% | +4+22.2% | Added |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.92K | 0.00% | −200−90.9% | Reduced |
| 10Elms LLP | 20 | $1.91K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 19 | $1.82K | 0.00% | +19 | New |
| HFM Investment Advisors, LLC | 17 | $1.63K | 0.00% | +8+88.9% | Added |
| Orion Capital Management LLC | 14 | $1.34K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 14 | $1.34K | 0.00% | +7+100.0% | Added |
| Phillip James Consulting Co. | 14 | $1.34K | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 11 | $1.05K | 0.00% | +11 | New |
| Mountain Hill Investment Partners Corp. | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 9 | $1.00K | 0.00% | +9 | New |
| Y.D. More Investments Ltd | 2,420 | $778 | 0.00% | +442+22.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 7 | $656 | 0.00% | +7 | New |
| Breakwater Investment Management | 6 | $575 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 5 | $479 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $479 | 0.00% | +5 | New |
| Central Pacific Bank - Trust Division | 5 | $479 | 0.00% | +5 | New |
| Hurley Capital, LLC | 4 | $386 | 0.00% | +4 | New |
| Cordant, Inc. | 3 | $284 | 0.00% | +3 | New |
| Sankala Group LLC | 3 | $277 | 0.00% | +3 | New |
| Meeder Asset Management Inc | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $96 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| St. Louis Trust Co | 3,500 | – | – | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,614,540−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,186,900−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −866,507−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −834,955−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −431,600−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −207,650−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −180,786−100.0% | Sold out |
| Biondo Investment Advisors, LLC | 0 | $0 | 0.00% | −139,164−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −97,238−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −66,567−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −49,581−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −46,624−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −42,495−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −38,380−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −31,084−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −29,968−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −27,427−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −25,962−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −24,753−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −19,366−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,330−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,377−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −13,882−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −13,667−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −11,098−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,498−100.0% | Sold out |