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; 2,370 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
- Institutional holders
- 2,370
- +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
- 729 more reduced
30 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 | 2,370 | $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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 236,820 | $22.7M | 0.07% | +2,992+1.3% | Added |
| Vestcor Inc | 232,360 | $22.2M | 0.55% | +7,296+3.2% | Added |
| Northwestern Mutual Wealth Management Co | 230,310 | $22.0M | 0.01% | +8,663+3.9% | Added |
| Advisors Capital Management, LLC | 229,231 | $21.9M | 0.23% | +2,587+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 228,779 | $21.9M | 1.28% | −762−0.3% | Reduced |
| Richard C. Young & CO., LTD. | 228,454 | $21.9M | 1.61% | +518+0.2% | Added |
| Midwest Trust Co | 223,296 | $21.4M | 0.24% | −3,049−1.3% | Reduced |
| Calamos Wealth Management LLC | 219,644 | $21.0M | 0.64% | −4,371−2.0% | Reduced |
| CWA Asset Management Group, LLC | 214,338 | $20.5M | 0.63% | +5,531+2.6% | Added |
| Zurich Insurance Group Ltd | 210,975 | $20.2M | 0.14% | −263,866−55.6% | Reduced |
| Allianz Asset Management GmbH | 210,938 | $20.2M | 0.02% | +203,602+2,775.4% | Added |
| HB Wealth Management, LLC | 210,104 | $20.1M | 0.11% | +18,795+9.8% | Added |
| Wealthfront Advisers LLC | 209,303 | $20.0M | 0.04% | +5,158+2.5% | Added |
| Daiwa Securities Group Inc. | 208,893 | $20.0M | 0.05% | +15,723+8.1% | Added |
| Arkadios Wealth Advisors | 208,779 | $20.0M | 0.31% | +6,336+3.1% | Added |
| Carnegie Capital Asset Management, LLC | 207,587 | $19.9M | 0.40% | −5,941−2.8% | Reduced |
| Aventail Capital Group, LP | 206,880 | $19.8M | 1.14% | −112,337−35.2% | Reduced |
| Gotham Asset Management, LLC | 206,301 | $19.7M | 0.05% | −51,590−20.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 203,535 | $19.5M | 0.48% | −875−0.4% | Reduced |
| Xponance, Inc. | 202,934 | $19.4M | 0.12% | +5,371+2.7% | Added |
| Benjamin Edwards Inc | 202,906 | $19.4M | 0.18% | +2,779+1.4% | Added |
| First Horizon Corp | 201,289 | $19.3M | 0.74% | −652−0.3% | Reduced |
| Standard Life Aberdeen plc | 199,434 | $19.1M | 0.03% | −241,825−54.8% | Reduced |
| Intech Investment Management LLC | 197,585 | $18.9M | 0.17% | +30,652+18.4% | Added |
| Amalgamated Bank | 197,480 | $18.9M | 0.13% | −7,941−3.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 196,930 | $18.8M | 0.08% | +12,401+6.7% | Added |
| BW Gestao de Investimentos Ltda. | 193,731 | $18.5M | 0.45% | −15,561−7.4% | Reduced |
| Eurizon Capital SGR S.p.A. | 192,106 | $18.5M | 0.05% | +3,923+2.1% | Added |
| Calamos Advisors LLC | 193,077 | $18.5M | 0.07% | −227,548−54.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 192,080 | $18.4M | 0.15% | +18,800+10.8% | Added |
| Leavell Investment Management, Inc. | 188,777 | $18.1M | 0.66% | +3,230+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 187,989 | $18.0M | 0.06% | +667+0.4% | Added |
| Regions Financial Corp | 187,671 | $18.0M | 0.11% | −640.0% | Reduced |
| Brinker Capital Investments, LLC | 187,404 | $17.9M | 0.14% | −8,421−4.3% | Reduced |
| iA Global Asset Management Inc. | 186,800 | $17.9M | 0.21% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 186,389 | $17.8M | 1.08% | +118+0.1% | Added |
| Rakuten Investment Management, Inc. | 184,383 | $17.8M | 0.05% | +20,968+12.8% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $17.8M | 0.03% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 183,056 | $17.5M | 0.13% | −414,684−69.4% | Reduced |
| Voleon Capital Management LP | 181,563 | $17.4M | 0.32% | +32,054+21.4% | Added |
| NEOS Investment Management LLC | 180,235 | $17.3M | 0.06% | +20,070+12.5% | Added |
| ProShare Advisors LLC | 178,902 | $17.1M | 0.02% | +12,276+7.4% | Added |
| First National Bank of Omaha | 176,421 | $17.0M | 0.48% | +11,938+7.3% | Added |
| Brookstone Capital Management | 176,901 | $16.9M | 0.17% | +6,000+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 174,450 | $16.7M | 0.12% | +912+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 174,167 | $16.7M | 0.09% | +1,651+1.0% | Added |
| Allworth Financial LP | 171,520 | $16.4M | 0.07% | −65,537−27.6% | Reduced |
| Utah Retirement Systems | 171,346 | $16.4M | 0.16% | −7,805−4.4% | Reduced |
| Weiss Asset Management LP | 171,203 | $16.4M | 0.18% | +39,903+30.4% | Added |
| Aequim Alternative Investments LP | 170,082 | $16.3M | 0.25% | +74,700+78.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 169,617 | $16.2M | 0.12% | −424−0.2% | Reduced |
| British Columbia Investment Management Corp | 169,090 | $16.2M | 0.10% | +17,336+11.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 167,983 | $16.1M | 0.38% | +14,884+9.7% | Added |
| Bank of Nova Scotia | 167,168 | $16.0M | 0.02% | −31,236−15.7% | Reduced |
| M&T Bank Corp | 164,406 | $15.7M | 0.05% | +6,617+4.2% | Added |
| Lido Advisors, LLC | 163,484 | $15.6M | 0.06% | +59,481+57.2% | Added |
| Resources Investment Advisors, LLC. | 161,372 | $15.4M | 0.13% | +6,538+4.2% | Added |
| JustInvest LLC | 160,532 | $15.4M | 0.13% | +3,352+2.1% | Added |
| Moody Lynn & Lieberson, LLC | 159,767 | $15.3M | 0.81% | −18,450−10.4% | Reduced |
| New York Life Investment Management LLC | 157,040 | $15.0M | 0.10% | +3,992+2.6% | Added |
| USS Investment Management Ltd | 155,704 | $14.9M | 0.06% | −19,699−11.2% | Reduced |
| Commerce Bank | 154,685 | $14.8M | 0.06% | −2,558−1.6% | Reduced |
| CCM Investment Advisers LLC | 153,814 | $14.7M | 1.14% | +4,140+2.8% | Added |
| Capital & Planning, LLC | 150,547 | $14.4M | 7.44% | +7,213+5.0% | Added |
| Nissay Asset Management Corp | 150,242 | $14.4M | 0.06% | +9,107+6.5% | Added |
| Bragg Financial Advisors, Inc | 148,316 | $14.2M | 0.38% | +1,892+1.3% | Added |
| Pathstone Holdings, LLC | 141,796 | $13.6M | 0.04% | +6,643+4.9% | Added |
| Bell Bank | 140,136 | $13.4M | 0.51% | +9,039+6.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 140,045 | $13.4M | 0.50% | +8,540+6.5% | Added |
| Advisors Management Group Inc | 139,926 | $13.4M | 2.22% | −5,713−3.9% | Reduced |
| QRG Capital Management, Inc. | 139,081 | $13.3M | 0.11% | +7,146+5.4% | Added |
| Oregon Public Employees Retirement Fund | 138,618 | $13.3M | 0.14% | +12,529+9.9% | Added |
| Lockheed Martin Investment Management Co | 138,590 | $13.3M | 0.52% | −1,490−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 138,398 | $13.2M | 0.05% | −1,894−1.4% | Reduced |
| Independent Advisor Alliance | 137,163 | $13.1M | 0.31% | +7,901+6.1% | Added |
| Kanawha Capital Management LLC | 135,332 | $13.0M | 0.84% | +1,729+1.3% | Added |
| Blair William & Co | 134,778 | $12.9M | 0.03% | +3,530+2.7% | Added |
| Jamison Private Wealth Management, Inc. | 134,208 | $12.8M | 1.33% | +1,529+1.2% | Added |
| Farther Finance Advisors, LLC | 133,520 | $12.8M | 0.10% | +6,462+5.1% | Added |
| Yousif Capital Management, LLC | 133,258 | $12.8M | 0.14% | −6,889−4.9% | Reduced |
| Klingenstein Fields & Co LP | 132,949 | $12.7M | 0.45% | +401+0.3% | Added |
| Keybank National Association | 132,245 | $12.7M | 0.04% | +2,018+1.5% | Added |
| Pinnacle Associates Ltd | 130,520 | $12.5M | 0.14% | +1,503+1.2% | Added |
| Davenport & Co LLC | 126,554 | $12.1M | 0.06% | −7,816−5.8% | Reduced |
| Nomura Asset Management International Inc. | 126,114 | $12.1M | 0.02% | −6,302−4.8% | Reduced |
| Rafferty Asset Management, LLC | 124,515 | $11.9M | 0.03% | +35,401+39.7% | Added |
| UniSuper Management Pty Ltd | 122,164 | $11.7M | 0.06% | +35,177+40.4% | Added |
| Neuberger Berman Group LLC | 121,840 | $11.7M | 0.01% | +17,761+17.1% | Added |
| Nisa Investment Advisors, LLC | 121,565 | $11.6M | 0.04% | −28,505−19.0% | Reduced |
| Advisory Services Network, LLC | 120,975 | $11.6M | 0.13% | −424−0.3% | Reduced |
| Metis Global Partners, LLC | 120,111 | $11.5M | 0.26% | +2,684+2.3% | Added |
| Freestone Capital Holdings, LLC | 119,696 | $11.5M | 0.30% | +5,280+4.6% | Added |
| Stephens Inc | 118,573 | $11.3M | 0.13% | +227+0.2% | Added |
| KBC Group NV | 118,477 | $11.3M | 0.02% | +14,802+14.3% | Added |
| Fisher Asset Management, LLC | 117,458 | $11.2M | 0.00% | −5,181−4.2% | Reduced |
| Royal London Asset Management Ltd | 117,350 | $11.2M | 0.02% | −1,324−1.1% | Reduced |
| Mutual of America Capital Management LLC | 116,162 | $11.1M | 0.11% | −935−0.8% | Reduced |
| Capital Innovations LLC | 115,871 | $11.1M | 2.88% | +115,871 | New |
| King Luther Capital Management Corp | 115,736 | $11.1M | 0.05% | +1,142+1.0% | Added |
| Concurrent Investment Advisors, LLC | 115,357 | $11.0M | 0.09% | +6,128+5.6% | Added |