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 |
|---|---|---|---|---|---|
| BFSG, LLC | 74,241 | $7.11M | 0.63% | +305+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 74,037 | $7.09M | 0.29% | +2,282+3.2% | Added |
| Federation des caisses Desjardins du Quebec | 73,996 | $7.08M | 0.02% | +18,183+32.6% | Added |
| Nordea Investment Management AB | 73,527 | $7.08M | 0.01% | +6,404+9.5% | Added |
| Stratos Wealth Partners, LTD. | 73,922 | $7.08M | 0.07% | −1,778−2.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 73,433 | $7.03M | 0.15% | −122−0.2% | Reduced |
| Schnieders Capital Management, LLC. | 73,180 | $7.00M | 0.92% | +116+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 72,692 | $6.96M | 0.85% | +5,305+7.9% | Added |
| RiverFront Investment Group, LLC | 72,559 | $6.94M | 0.09% | +36,507+101.3% | Added |
| Telos Capital Management, Inc. | 72,511 | $6.94M | 0.61% | +1,639+2.3% | Added |
| Old Point Trust & Financial Services N A | 71,817 | $6.87M | 2.09% | +1,109+1.6% | Added |
| First PREMIER Bank | 71,467 | $6.84M | 1.11% | −5,996−7.7% | Reduced |
| Hantz Financial Services, Inc. | 71,147 | $6.81M | 0.09% | +972+1.4% | Added |
| Empowered Funds, LLC | 70,759 | $6.77M | 0.04% | +4,128+6.2% | Added |
| Carret Asset Management, LLC | 70,593 | $6.76M | 0.59% | −1,220−1.7% | Reduced |
| Horizon Investments, LLC | 70,508 | $6.75M | 0.07% | +4,999+7.6% | Added |
| Carson Advisory Inc. | 70,389 | $6.74M | 3.09% | −1,104−1.5% | Reduced |
| Massmutual Trust Co FSB | 69,971 | $6.70M | 0.17% | −1,778−2.5% | Reduced |
| AE Wealth Management LLC | 69,691 | $6.67M | 0.03% | +10,640+18.0% | Added |
| Kentucky Retirement Systems | 69,564 | $6.66M | 0.17% | −3,234−4.4% | Reduced |
| StoneX Group Inc. | 69,316 | $6.63M | 0.27% | −3,252−4.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 68,598 | $6.57M | 1.48% | −839−1.2% | Reduced |
| Griffith & Werner, Inc. | 68,491 | $6.55M | 3.07% | +4,284+6.7% | Added |
| GLOBALT Investments LLC | 68,386 | $6.55M | 0.22% | −1,289−1.9% | Reduced |
| Trinity Legacy Partners, LLC | 67,566 | $6.49M | 1.30% | +3,684+5.8% | Added |
| Nomura Holdings Inc | 66,995 | $6.41M | 0.03% | +39,281+141.7% | Added |
| Oppenheimer & Co Inc | 66,365 | $6.35M | 0.07% | −132−0.2% | Reduced |
| Jane Street Group, LLC | 66,158 | $6.33M | 0.00% | −7,073−9.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 66,124 | $6.33M | 1.14% | −1,336−2.0% | Reduced |
| MainStreet Investment Advisors LLC | 65,921 | $6.31M | 0.86% | +1,652+2.6% | Added |
| Money Concepts Capital Corp | 65,863 | $6.30M | 0.29% | +2,722+4.3% | Added |
| Woodstock Corp | 65,705 | $6.29M | 0.52% | −490−0.7% | Reduced |
| Apollon Wealth Management, LLC | 65,680 | $6.29M | 0.08% | +720+1.1% | Added |
| Agf Management Ltd | 65,491 | $6.27M | 0.02% | −429−0.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 64,390 | $6.16M | 0.41% | +169+0.3% | Added |
| Signaturefd, LLC | 63,528 | $6.08M | 0.08% | +1,279+2.1% | Added |
| Pinkerton Retirement Specialists, LLC | 62,356 | $6.02M | 0.52% | +62,356 | New |
| Capital Investment Counsel, LLC | 62,852 | $6.02M | 0.74% | +1,080+1.7% | Added |
| CBOE Vest Financial, LLC | 62,762 | $6.01M | 0.06% | +1,010+1.6% | Added |
| South Dakota Investment Council | 62,514 | $5.98M | 0.10% | −726−1.1% | Reduced |
| Hartford Investment Management Co | 62,297 | $5.96M | 0.17% | −537−0.9% | Reduced |
| Mather Group, LLC. | 61,866 | $5.92M | 0.05% | +47,078+318.4% | Added |
| Portman Square Capital LLP | 61,789 | $5.91M | 1.01% | +17,414+39.2% | Added |
| Csenge Advisory Group | 61,500 | $5.89M | 0.24% | +3,346+5.8% | Added |
| Prudential PLC | 61,381 | $5.87M | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 61,102 | $5.85M | 0.23% | −1,197−1.9% | Reduced |
| Maryland State Retirement & Pension System | 60,208 | $5.76M | 0.10% | +4,995+9.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 60,081 | $5.75M | 0.03% | +7,680+14.7% | Added |
| We Are One Seven, LLC | 59,195 | $5.67M | 0.09% | +5,542+10.3% | Added |
| Sherman Porfolios, LLC | 58,431 | $5.64M | 0.44% | −332−0.6% | Reduced |
| Louisiana State Employees Retirement System | 57,600 | $5.51M | 0.08% | +1,500+2.7% | Added |
| Norinchukin Bank, The | 57,061 | $5.46M | 0.05% | +7,703+15.6% | Added |
| United Bank | 56,481 | $5.41M | 1.64% | +1,151+2.1% | Added |
| Acadian Asset Management LLC | 56,245 | $5.38M | 0.01% | +12,118+27.5% | Added |
| Goelzer Investment Management, Inc. | 56,100 | $5.37M | 0.23% | −1,782−3.1% | Reduced |
| Meridian Wealth Management, LLC | 55,960 | $5.36M | 0.17% | +1,983+3.7% | Added |
| Providence Capital Advisors, LLC | 55,900 | $5.35M | 0.81% | −163−0.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 55,890 | $5.35M | 2.66% | +426+0.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 55,831 | $5.34M | 0.76% | −133−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 55,450 | $5.31M | 0.16% | +2,220+4.2% | Added |
| New Mexico Educational Retirement Board | 54,787 | $5.24M | 0.13% | +4,200+8.3% | Added |
| Clearbridge Investments, LLC | 54,762 | $5.24M | 0.00% | −952−1.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 55,253 | $5.24M | 0.10% | +49,732+900.8% | Added |
| Brown Brothers Harriman & Co | 54,466 | $5.21M | 0.02% | +21,582+65.6% | Added |
| Core Alternative Capital | 54,344 | $5.20M | 1.56% | −7,404−12.0% | Reduced |
| RSM US Wealth Management LLC | 54,018 | $5.17M | 0.06% | −2,402−4.3% | Reduced |
| Edgestream Partners, L.P. | 53,925 | $5.16M | 0.15% | −46,869−46.5% | Reduced |
| GQG Partners LLC | 53,777 | $5.15M | 0.01% | +75+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53,712 | $5.14M | 0.00% | −7,935−12.9% | Reduced |
| Squarepoint Ops LLC | 53,685 | $5.14M | 0.01% | −1,123,492−95.4% | Reduced |
| Toroso Investments, LLC | 53,386 | $5.11M | 0.01% | −5,872−9.9% | Reduced |
| Morton Community Bank | 52,612 | $5.04M | 1.03% | +1,215+2.4% | Added |
| Sagespring Wealth Partners, LLC | 52,506 | $5.03M | 0.08% | +1,770+3.5% | Added |
| Morgan Dempsey Capital Management LLC | 52,236 | $5.00M | 2.14% | +1,559+3.1% | Added |
| Greatmark Investment Partners, Inc. | 51,872 | $4.96M | 0.55% | −110−0.2% | Reduced |
| Baugh & Associates, LLC | 51,696 | $4.95M | 2.19% | −4,381−7.8% | Reduced |
| Clearstead Advisors, LLC | 51,598 | $4.94M | 0.05% | +5,058+10.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,586 | $4.94M | 0.04% | +2,439+5.0% | Added |
| Montag A & Associates Inc | 51,496 | $4.93M | 0.21% | +804+1.6% | Added |
| American Trust Investment Advisors, LLC | 51,434 | $4.92M | 2.43% | +318+0.6% | Added |
| Oakworth Capital, Inc. | 51,599 | $4.92M | 0.23% | −689−1.3% | Reduced |
| IHT Wealth Management, LLC | 51,288 | $4.91M | 0.10% | −830−1.6% | Reduced |
| First Citizens Bank & Trust Co | 51,279 | $4.91M | 0.07% | +6,568+14.7% | Added |
| Eastern Bank | 51,165 | $4.90M | 0.07% | −200.0% | Reduced |
| Wealthcare Advisory Partners LLC | 50,770 | $4.86M | 0.09% | −8,334−14.1% | Reduced |
| Hengehold Capital Management LLC | 50,767 | $4.86M | 0.38% | +639+1.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 50,652 | $4.85M | 0.23% | +1,589+3.2% | Added |
| Cornerstone Capital, Inc. | 50,301 | $4.81M | 0.43% | −300−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 50,247 | $4.81M | 0.30% | −575−1.1% | Reduced |
| Capital International Sarl | 49,896 | $4.78M | 0.07% | +13,466+37.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 48,809 | $4.67M | 0.02% | +2,242+4.8% | Added |
| Apollon Financial, LLC | 48,690 | $4.66M | 0.55% | +1,322+2.8% | Added |
| Kentucky Trust Co | 48,616 | $4.65M | 2.24% | −300−0.6% | Reduced |
| Wesbanco Bank Inc | 48,214 | $4.61M | 0.11% | −210.0% | Reduced |
| Diversified Enterprises, LLC | 47,958 | $4.59M | 0.22% | +3,013+6.7% | Added |
| Brown Advisory Inc | 47,805 | $4.58M | 0.01% | −464−1.0% | Reduced |
| Marble Wealth, LLC | 47,119 | $4.51M | 0.69% | −869−1.8% | Reduced |
| First National Advisers, LLC | 46,945 | $4.49M | 0.63% | +4,413+10.4% | Added |
| Bailard, Inc. | 46,852 | $4.48M | 0.09% | +80.0% | Added |
| Parallax Volatility Advisers, L.P. | 46,762 | $4.48M | 0.17% | +11,016+30.8% | Added |