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
- 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 |
|---|---|---|---|---|---|
| North Dakota State Investment Board | 32,765 | $3.14M | 0.13% | +844+2.6% | Added |
| Pacitti Group Inc. | 32,764 | $3.14M | 0.99% | +2,621+8.7% | Added |
| Shoker Investment Counsel, Inc. | 32,733 | $3.13M | 0.79% | +1,787+5.8% | Added |
| Legacy Financial Independent Advisors LLC | 32,657 | $3.13M | 1.47% | −31,865−49.4% | Reduced |
| Sovereign Financial Group, Inc. | 32,652 | $3.13M | 0.48% | −1,642−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 32,514 | $3.11M | 0.10% | −21,457−39.8% | Reduced |
| M3 Wealth Management, LLC | 32,320 | $3.09M | 2.01% | +210+0.7% | Added |
| GAM Holding AG | 32,305 | $3.09M | 0.24% | −205−0.6% | Reduced |
| Ieq Capital, LLC | 32,166 | $3.08M | 0.01% | −965−2.9% | Reduced |
| Great Lakes Advisors, LLC | 32,151 | $3.08M | 0.02% | −529−1.6% | Reduced |
| First National Trust Co | 32,103 | $3.07M | 0.10% | −419−1.3% | Reduced |
| Ethic Inc. | 32,103 | $3.07M | 0.04% | −19,444−37.7% | Reduced |
| Intact Investment Management Inc. | 32,100 | $3.07M | 0.09% | 00.0% | Unchanged |
| BIP Wealth, LLC | 31,963 | $3.06M | 0.09% | +6,682+26.4% | Added |
| Exchange Traded Concepts, LLC | 31,725 | $3.04M | 0.02% | −130,638−80.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,656 | $3.03M | 0.09% | −1,230−3.7% | Reduced |
| Odyssean, LLC | 31,626 | $3.03M | 0.49% | +16,222+105.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 31,624 | $3.03M | 1.23% | +149+0.5% | Added |
| Caldwell Trust Co | 31,311 | $3.00M | 0.24% | +334+1.1% | Added |
| SNS Financial Group, LLC | 31,121 | $2.98M | 0.06% | +24,047+339.9% | Added |
| South State Corp. | 31,080 | $2.97M | 0.12% | −180−0.6% | Reduced |
| GAMMA Investing LLC | 30,705 | $2.94M | 0.11% | +3,676+13.6% | Added |
| CIBC World Markets Inc. | 30,673 | $2.94M | 0.00% | +474+1.6% | Added |
| Geneos Wealth Management Inc. | 30,668 | $2.94M | 0.06% | +1,761+6.1% | Added |
| Koshinski Asset Management, Inc. | 30,373 | $2.91M | 0.15% | +630+2.1% | Added |
| Marshall Wace, LLP | 30,253 | $2.90M | 0.00% | −2,303,825−98.7% | Reduced |
| Systematic Alpha Investments, LLC | 30,000 | $2.87M | 0.08% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 29,963 | $2.87M | 0.53% | +634+2.2% | Added |
| Coldstream Capital Management Inc | 29,930 | $2.86M | 0.04% | +264+0.9% | Added |
| Securian Asset Management, Inc | 29,956 | $2.85M | 0.10% | +115+0.4% | Added |
| Dockside LLC | 29,642 | $2.84M | 0.66% | +29,642 | New |
| Donaldson Capital Management, LLC | 29,606 | $2.83M | 0.08% | +3,772+14.6% | Added |
| Pullen Investment Management, LLC | 29,557 | $2.83M | 1.31% | +308+1.1% | Added |
| Citizens Financial Group Inc | 29,533 | $2.83M | 0.03% | +2,429+9.0% | Added |
| Biltmore Family Office, LLC | 29,522 | $2.83M | 0.37% | −1,275−4.1% | Reduced |
| Apella Capital, LLC | 28,968 | $2.82M | 0.04% | +2,511+9.5% | Added |
| Old North State Trust, LLC | 29,202 | $2.79M | 1.44% | +540+1.9% | Added |
| Broadwater Capital Management LLC | 29,154 | $2.79M | 2.02% | 00.0% | Unchanged |
| Greenleaf Trust | 28,986 | $2.77M | 0.03% | +904+3.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,868 | $2.76M | 0.17% | −130−0.4% | Reduced |
| Jacobi Capital Management LLC | 28,766 | $2.75M | 0.13% | −472−1.6% | Reduced |
| Churchill Financial Advisors, LLC | 28,756 | $2.75M | 0.53% | −300−1.0% | Reduced |
| Bokf, NA | 28,580 | $2.74M | 0.04% | −1,559−5.2% | Reduced |
| Hilltop National Bank | 28,558 | $2.73M | 0.58% | +34+0.1% | Added |
| Siemens Fonds Invest GmbH | 28,481 | $2.73M | 0.13% | +240+0.8% | Added |
| Hayek Kallen Investment Management | 28,200 | $2.70M | 0.82% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 28,092 | $2.69M | 0.38% | +308+1.1% | Added |
| Holderness Investments Co | 28,072 | $2.69M | 0.45% | −203−0.7% | Reduced |
| Rahlfs Capital, LLC | 27,895 | $2.67M | 1.96% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 27,822 | $2.66M | 0.21% | +1,286+4.8% | Added |
| Assetmark, Inc | 27,639 | $2.65M | 0.00% | +2,466+9.8% | Added |
| Vectors Research Management, LLC | 27,637 | $2.65M | 0.69% | −358−1.3% | Reduced |
| Hancock Whitney Corp | 27,631 | $2.64M | 0.04% | −229,656−89.3% | Reduced |
| Red Door Wealth Management, LLC | 27,623 | $2.64M | 0.24% | +2,111+8.3% | Added |
| Stolper Co | 27,617 | $2.64M | 0.68% | −26,882−49.3% | Reduced |
| Inman Jager Wealth Management, LLC | 27,530 | $2.63M | 1.40% | +1,151+4.4% | Added |
| Equitable Trust Co | 27,472 | $2.63M | 0.11% | −373−1.3% | Reduced |
| Excelsior Advisor Network LLC | 27,316 | $2.61M | 0.34% | +7,140+35.4% | Added |
| Capital Square, LLC | 27,192 | $2.60M | 1.14% | +499+1.9% | Added |
| McRae Capital Management Inc | 27,137 | $2.60M | 0.51% | +60.0% | Added |
| M&G Plc | 26,957 | $2.59M | 0.01% | +5,120+23.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 27,026 | $2.59M | 0.66% | −373−1.4% | Reduced |
| Fulton Bank, N.A. | 26,987 | $2.58M | 0.08% | +7,023+35.2% | Added |
| Marietta Investment Partners LLC | 26,828 | $2.57M | 0.44% | +390+1.5% | Added |
| Aurora Investment Counsel | 26,807 | $2.57M | 1.32% | −1,083−3.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 26,772 | $2.56M | 0.09% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 26,562 | $2.54M | 0.02% | −1,181−4.3% | Reduced |
| Hilltop Holdings Inc. | 26,543 | $2.54M | 0.21% | +3,260+14.0% | Added |
| Bessemer Group Inc | 26,372 | $2.52M | 0.00% | +2,227+9.2% | Added |
| Frank, Rimerman Advisors LLC | 26,339 | $2.52M | 0.14% | +136+0.5% | Added |
| ZWJ Investment Counsel Inc | 26,333 | $2.52M | 0.08% | +474+1.8% | Added |
| Argyle Capital Management Inc. | 26,321 | $2.52M | 0.73% | +100+0.4% | Added |
| Ameritas Advisory Services, LLC | 26,269 | $2.51M | 0.05% | +17,451+197.9% | Added |
| Delta Global Management LP | 26,185 | $2.51M | 0.27% | +393+1.5% | Added |
| Laird Norton Trust Company, LLC | 26,143 | $2.50M | 0.05% | −569−2.1% | Reduced |
| Aprio Wealth Management, LLC | 26,127 | $2.50M | 0.12% | +4,435+20.4% | Added |
| Principal Securities, Inc. | 26,111 | $2.50M | 0.03% | +2,282+9.6% | Added |
| WCG Wealth Advisors LLC | 26,068 | $2.49M | 0.06% | −443−1.7% | Reduced |
| Armis Advisers, LLC | 25,849 | $2.48M | 0.23% | −458−1.7% | Reduced |
| Ascent Wealth Partners, LLC | 25,910 | $2.48M | 0.25% | +627+2.5% | Added |
| John G Ullman & Associates Inc | 25,842 | $2.47M | 0.30% | −38−0.1% | Reduced |
| Advanced Asset Management Advisors Inc | 25,805 | $2.47M | 0.65% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 25,679 | $2.46M | 0.09% | −414−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 25,656 | $2.46M | 0.02% | +2,307+9.9% | Added |
| Verdence Capital Advisors LLC | 25,643 | $2.45M | 0.13% | −626−2.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 25,615 | $2.45M | 0.29% | +1,360+5.6% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 25,575 | $2.45M | 1.27% | +1,921+8.1% | Added |
| Cape Investment Advisory, Inc. | 25,514 | $2.44M | 0.65% | +37+0.1% | Added |
| Retirement Planning Group | 25,513 | $2.44M | 0.06% | +1,934+8.2% | Added |
| Kavar Capital Partners Group, LLC | 25,262 | $2.42M | 0.30% | +48+0.2% | Added |
| Atlantic Union Bankshares Corp | 25,201 | $2.41M | 0.04% | +949+3.9% | Added |
| Ausdal Financial Partners, Inc. | 25,081 | $2.40M | 0.09% | +318+1.3% | Added |
| Fiduciary Alliance LLC | 25,060 | $2.40M | 0.16% | −206−0.8% | Reduced |
| Advyzon Investment Management, LLC | 25,054 | $2.40M | 0.17% | +311+1.3% | Added |
| American Assets Investment Management, LLC | 25,000 | $2.39M | 0.14% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24,972 | $2.39M | 0.04% | +24,972 | New |
| Nepsis, Inc. | 24,895 | $2.38M | 0.81% | −525−2.1% | Reduced |
| Wealth Intelligence, LLC | 24,876 | $2.38M | 1.11% | −3,450−12.2% | Reduced |
| Atom Investors LP | 24,820 | $2.38M | 0.21% | +24,820 | New |
| Brooks, Moore & Associates, Inc. | 24,673 | $2.36M | 1.06% | +100+0.4% | Added |