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 |
|---|---|---|---|---|---|
| Fairvoy Private Wealth, LLC | 115,261 | $11.0M | 2.23% | +138+0.1% | Added |
| IFG Advisory, LLC | 114,679 | $11.0M | 0.38% | +112,894+6,324.6% | Added |
| Merit Financial Group, LLC | 114,295 | $10.9M | 0.07% | +11,369+11.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 114,388 | $10.9M | 0.07% | −23,236−16.9% | Reduced |
| Keel Point, LLC | 114,238 | $10.9M | 0.65% | +567+0.5% | Added |
| Atria Investments LLC | 113,465 | $10.9M | 0.11% | +9,098+8.7% | Added |
| RFG Advisory, LLC | 112,668 | $10.8M | 0.17% | +5,800+5.4% | Added |
| Sequoia Financial Advisors, LLC | 112,262 | $10.7M | 0.05% | +4,287+4.0% | Added |
| Visionary Wealth Advisors | 112,104 | $10.7M | 0.42% | +5,208+4.9% | Added |
| Credit Agricole S A | 111,990 | $10.7M | 0.03% | +60,731+118.5% | Added |
| State of Alaska, Department of Revenue | 110,455 | $10.6M | 0.10% | −1,026−0.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 110,226 | $10.5M | 0.83% | +2,117+2.0% | Added |
| Level Four Advisory Services, LLC | 109,666 | $10.5M | 0.30% | +15,731+16.7% | Added |
| Rothschild Investment LLC | 109,458 | $10.5M | 0.39% | +9,477+9.5% | Added |
| Associated Banc-Corp | 109,291 | $10.5M | 0.25% | +243+0.2% | Added |
| Cornerstone Wealth Group, LLC | 108,936 | $10.4M | 0.62% | +4,493+4.3% | Added |
| Rockland Trust Co | 108,723 | $10.4M | 0.41% | +1,387+1.3% | Added |
| Nykredit A/S | 108,591 | $10.4M | 0.04% | +108,591 | New |
| D.A. Davidson & Co. | 107,859 | $10.3M | 0.06% | +1,312+1.2% | Added |
| Sagefield Capital LP | 107,785 | $10.3M | 0.76% | +85,500+383.7% | Added |
| RWC Asset Management LLP | 107,737 | $10.3M | 0.39% | −1,615−1.5% | Reduced |
| Uhlmann Price Securities, LLC | 107,541 | $10.3M | 0.38% | +180.0% | Added |
| Foster Victor Wealth Advisors, LLC | 105,818 | $10.2M | 0.53% | +7,168+7.3% | Added |
| Spirepoint Private Client, LLC | 105,995 | $10.1M | 0.82% | +1,502+1.4% | Added |
| Azimuth Capital Investment Management LLC | 104,184 | $9.97M | 0.34% | −3,034−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 103,571 | $9.91M | 0.86% | +100,417+3,183.8% | Added |
| Cullinan Associates Inc | 102,972 | $9.86M | 0.74% | −312−0.3% | Reduced |
| Advocate Group LLC | 101,592 | $9.72M | 1.46% | +15,772+18.4% | Added |
| TCTC Holdings, LLC | 101,126 | $9.68M | 0.25% | −20.0% | Reduced |
| Principle Wealth Partners LLC | 100,553 | $9.62M | 0.48% | +649+0.6% | Added |
| Thrivent Financial for Lutherans | 99,730 | $9.55M | 0.02% | +3,231+3.3% | Added |
| Lighthouse Investment Partners, LLC | 98,824 | $9.46M | 0.29% | +98,824 | New |
| FIL Ltd | 98,405 | $9.42M | 0.01% | +2,345+2.4% | Added |
| Windle Wealth, LLC | 98,225 | $9.40M | 3.78% | +2,907+3.0% | Added |
| Am Investment Strategies LLC | 97,708 | $9.35M | 1.80% | −163−0.2% | Reduced |
| Harbour Investments, Inc. | 96,869 | $9.27M | 0.12% | −7,158−6.9% | Reduced |
| SRS Capital Advisors, Inc. | 94,918 | $9.09M | 0.06% | +88,748+1,438.4% | Added |
| Ilex Capital Partners (UK) LLP | 94,864 | $9.08M | 0.19% | +94,864 | New |
| Beacon Pointe Advisors, LLC | 94,275 | $9.02M | 0.04% | −2,726−2.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 93,516 | $8.95M | 0.27% | +39,406+72.8% | Added |
| Summit Financial, LLC | 93,428 | $8.94M | 0.10% | +7,416+8.6% | Added |
| Mount Yale Investment Advisors, LLC | 93,411 | $8.94M | 0.17% | +11,407+13.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 93,367 | $8.94M | 1.69% | +27,626+42.0% | Added |
| Lifeworks Advisors, LLC | 92,809 | $8.88M | 0.93% | +10,490+12.7% | Added |
| Integrated Wealth Concepts LLC | 92,556 | $8.86M | 0.06% | +13,622+17.3% | Added |
| Glenmede Trust Co NA | 92,115 | $8.82M | 0.04% | −174−0.2% | Reduced |
| Fiduciary Group LLC | 90,779 | $8.69M | 0.68% | −3,509−3.7% | Reduced |
| Guggenheim Capital LLC | 90,336 | $8.65M | 0.06% | −1,877−2.0% | Reduced |
| Chronos Wealth Management, LLC | 90,154 | $8.63M | 3.83% | +2,199+2.5% | Added |
| Thompson Siegel & Walmsley LLC | 89,734 | $8.59M | 0.15% | −2,269−2.5% | Reduced |
| Dynamic Advisor Solutions LLC | 89,321 | $8.55M | 0.24% | −6,567−6.8% | Reduced |
| Gulf International Bank (UK) Ltd | 89,210 | $8.54M | 0.17% | +4,058+4.8% | Added |
| Osmosis Investment Management UK Ltd | 89,127 | $8.53M | 0.40% | −191,040−68.2% | Reduced |
| Thomasville National Bank | 88,204 | $8.44M | 0.46% | +88,204 | New |
| Ronald Blue Trust, Inc. | 87,376 | $8.36M | 0.09% | +100.0% | Added |
| Private Advisor Group, LLC | 86,588 | $8.29M | 0.04% | −14,012−13.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 86,522 | $8.28M | 0.51% | −3,110−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 85,856 | $8.22M | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 85,563 | $8.19M | 1.29% | +48+0.1% | Added |
| Trajan Wealth LLC | 85,436 | $8.18M | 0.31% | +26,892+45.9% | Added |
| TD Waterhouse Canada Inc. | 84,741 | $8.07M | 0.02% | +2,153+2.6% | Added |
| Vise Technologies, Inc. | 84,267 | $8.07M | 0.09% | +40,538+92.7% | Added |
| Equitable Holdings, Inc. | 83,999 | $8.04M | 0.05% | −7,215−7.9% | Reduced |
| Quadrature Capital Ltd | 82,851 | $7.93M | 0.07% | −29,929−26.5% | Reduced |
| Pacer Advisors, Inc. | 82,828 | $7.93M | 0.02% | +14,268+20.8% | Added |
| Capitolis Liquid Global Markets LLC | 82,800 | $7.92M | 0.03% | +36,800+80.0% | Added |
| Alerus Financial NA | 82,226 | $7.87M | 0.34% | −27,671−25.2% | Reduced |
| Omers Administration Corp | 82,207 | $7.87M | 0.05% | +31,579+62.4% | Added |
| Simmons Bank | 81,775 | $7.83M | 0.45% | +56+0.1% | Added |
| United Capital Financial Advisers, LLC | 81,604 | $7.81M | 0.04% | −1,147−1.4% | Reduced |
| Kempen Capital Management N.V. | 81,463 | $7.80M | 0.06% | +3,163+4.0% | Added |
| Parkside Investments, LLC | 81,310 | $7.78M | 0.87% | +830+1.0% | Added |
| Vident Advisory, LLC | 81,173 | $7.77M | 0.06% | +7,736+10.5% | Added |
| Eventide Asset Management, LLC | 80,367 | $7.74M | 0.10% | +9,934+14.1% | Added |
| Susquehanna International Group, LLP | 80,351 | $7.69M | 0.01% | −120,816−60.1% | Reduced |
| Cushing Asset Management, LP | 80,000 | $7.66M | 0.34% | +35,000+77.8% | Added |
| Edmond de Rothschild Holding S.A. | 79,866 | $7.64M | 0.10% | +1,325+1.7% | Added |
| Central Trust Co | 79,471 | $7.61M | 0.14% | −1,284−1.6% | Reduced |
| Saudi Central Bank | 78,911 | $7.55M | 0.10% | +38,268+94.2% | Added |
| Trustmark National Bank Trust Department | 78,838 | $7.55M | 0.45% | −167−0.2% | Reduced |
| Aull & Monroe Investment Management Corp | 78,384 | $7.50M | 3.14% | +310+0.4% | Added |
| J.W. Cole Advisors, Inc. | 78,168 | $7.48M | 0.13% | +78,168 | New |
| Alps Advisors Inc | 77,977 | $7.46M | 0.03% | +59,166+314.5% | Added |
| Allstate Corp | 77,975 | $7.46M | 0.07% | −28,101−26.5% | Reduced |
| Abn Amro Investment Solutions | 77,759 | $7.44M | 0.06% | +27,896+55.9% | Added |
| Marietta Wealth Management, LLC | 77,714 | $7.44M | 0.77% | +3,225+4.3% | Added |
| Naples Global Advisors, LLC | 77,465 | $7.41M | 0.46% | +738+1.0% | Added |
| Albion Financial Group | 76,979 | $7.37M | 0.43% | +644+0.8% | Added |
| Advisors Asset Management, Inc. | 76,871 | $7.36M | 0.11% | +5,588+7.8% | Added |
| Coston, McIsaac & Partners | 76,737 | $7.34M | 1.48% | +2,011+2.7% | Added |
| SummitTX Capital, L.P. | 76,665 | $7.34M | 0.19% | +76,665 | New |
| Vestmark Advisory Solutions, Inc. | 76,426 | $7.31M | 0.07% | +9,489+14.2% | Added |
| Anchor Investment Management, LLC | 76,038 | $7.28M | 0.55% | +111+0.1% | Added |
| Kestra Private Wealth Services, LLC | 75,860 | $7.26M | 0.08% | −4,325−5.4% | Reduced |
| Prospera Financial Services Inc | 75,197 | $7.20M | 0.10% | −2,662−3.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 75,202 | $7.20M | 0.49% | −672−0.9% | Reduced |
| City Holding Co | 75,121 | $7.19M | 0.81% | −2,386−3.1% | Reduced |
| Argent Trust Co | 74,701 | $7.15M | 0.21% | +847+1.1% | Added |
| Freestone Grove Partners LP | 74,550 | $7.14M | 0.05% | +74,550 | New |
| Baillie Gifford & Co | 74,294 | $7.11M | 0.01% | −23,476−24.0% | Reduced |