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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 24,530 | $2.35M | 0.04% | +5,874+31.5% | Added |
| Frec Markets, Inc. | 24,455 | $2.34M | 0.21% | +12,040+97.0% | Added |
| Capital Investment Advisory Services, LLC | 24,263 | $2.32M | 0.14% | +13+0.1% | Added |
| Man Group plc | 24,248 | $2.32M | 0.00% | −51,172−67.8% | Reduced |
| Wedbush Securities Inc | 24,215 | $2.32M | 0.06% | −1,129−4.5% | Reduced |
| Southeast Asset Advisors Inc. | 24,154 | $2.31M | 0.23% | +14+0.1% | Added |
| Sowell Financial Services LLC | 24,007 | $2.30M | 0.08% | −22−0.1% | Reduced |
| Atomi Financial Group, Inc. | 23,995 | $2.30M | 0.06% | +605+2.6% | Added |
| PFG Investments, LLC | 23,961 | $2.29M | 0.09% | +622+2.7% | Added |
| Stamos Capital Partners, L.P. | 23,816 | $2.28M | 0.35% | −158−0.7% | Reduced |
| Confluence Wealth Services, Inc. | 23,814 | $2.28M | 0.07% | +8,662+57.2% | Added |
| Gladstone Institutional Advisory LLC | 23,803 | $2.28M | 0.07% | +284+1.2% | Added |
| Accurate Wealth Management, LLC | 23,699 | $2.27M | 0.22% | +2,458+11.6% | Added |
| Alaethes Wealth LLC | 23,659 | $2.26M | 0.66% | +42+0.2% | Added |
| Mission Wealth Management, LP | 23,627 | $2.26M | 0.03% | +11,510+95.0% | Added |
| Private Trust Co NA | 23,542 | $2.25M | 0.18% | +22+0.1% | Added |
| Western Wealth Management, LLC | 23,485 | $2.25M | 0.07% | −97−0.4% | Reduced |
| Cornerstone Advisory, LLC | 23,407 | $2.24M | 0.19% | −191−0.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 23,388 | $2.24M | 0.11% | −906−3.7% | Reduced |
| Reaves W H & Co Inc | 23,267 | $2.23M | 0.03% | −1,500−6.1% | Reduced |
| Harbour Trust & Investment Management Co | 23,258 | $2.23M | 0.21% | −598−2.5% | Reduced |
| Tempo Wealth, LLC | 23,131 | $2.21M | 0.33% | +2,836+14.0% | Added |
| Trust Co of Vermont | 23,114 | $2.21M | 0.08% | +23,114 | New |
| AlphaCore Capital LLC | 23,061 | $2.21M | 0.04% | +2,650+13.0% | Added |
| First United Bank Trust | 22,904 | $2.19M | 0.63% | −420−1.8% | Reduced |
| Ritholtz Wealth Management | 22,829 | $2.19M | 0.03% | −885−3.7% | Reduced |
| Zions Bancorporation, National Association | 22,825 | $2.18M | 0.13% | +378+1.7% | Added |
| Patten & Patten Inc | 22,801 | $2.18M | 0.12% | +22+0.1% | Added |
| Columbus Macro, LLC | 22,780 | $2.18M | 0.21% | +168+0.7% | Added |
| LVZ Advisors, Inc. | 22,775 | $2.18M | 0.22% | +495+2.2% | Added |
| Evergreen Capital Management LLC | 22,483 | $2.15M | 0.04% | +9,245+69.8% | Added |
| Pensionmark Financial Group, LLC | 22,194 | $2.14M | 0.04% | −7,671−25.7% | Reduced |
| Tower Research Capital LLC (TRC) | 22,321 | $2.14M | 0.05% | −8,422−27.4% | Reduced |
| NorthRock Partners, LLC | 21,955 | $2.10M | 0.03% | +1,974+9.9% | Added |
| Altshuler Shaham Ltd | 21,918 | $2.10M | 0.03% | +2,275+11.6% | Added |
| Miracle Mile Advisors, LLC | 21,889 | $2.10M | 0.02% | +50.0% | Added |
| Snowden Capital Advisors LLC | 21,861 | $2.09M | 0.05% | +1,866+9.3% | Added |
| Ashton Thomas Private Wealth, LLC | 21,848 | $2.09M | 0.04% | +2,199+11.2% | Added |
| Essex LLC | 21,821 | $2.09M | 0.32% | +19+0.1% | Added |
| Regal Investment Advisors LLC | 21,808 | $2.09M | 0.11% | −899−4.0% | Reduced |
| Cohen Klingenstein LLC | 21,800 | $2.09M | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 21,771 | $2.08M | 0.06% | −105−0.5% | Reduced |
| Mechanics Bank Trust Department | 21,723 | $2.08M | 0.26% | −192−0.9% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 21,706 | $2.08M | 1.04% | −869−3.8% | Reduced |
| MSH Capital Advisors LLC | 21,669 | $2.07M | 0.36% | +116+0.5% | Added |
| Concord Wealth Partners | 21,665 | $2.07M | 0.24% | −23,170−51.7% | Reduced |
| CAPROCK Group, Inc. | 21,568 | $2.06M | 0.04% | +3,577+19.9% | Added |
| Americana Partners, LLC | 21,441 | $2.05M | 0.05% | −4,639−17.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 21,348 | $2.04M | 0.00% | +4,777+28.8% | Added |
| Benedict Financial Advisors Inc | 21,322 | $2.04M | 0.40% | −143−0.7% | Reduced |
| Coppell Advisory Solutions LLC | 6,860 | $2.04M | 0.60% | +6,860 | New |
| NTV Asset Management LLC | 21,250 | $2.03M | 0.20% | −19−0.1% | Reduced |
| LongView Wealth Management | 21,247 | $2.03M | 0.52% | −10,003−32.0% | Reduced |
| Vontobel Holding Ltd. | 21,247 | $2.03M | 0.01% | +513+2.5% | Added |
| CX Institutional | 21,222 | $2.03M | 0.06% | −1,824−7.9% | Reduced |
| Parsons Capital Management Inc | 21,205 | $2.03M | 0.09% | +413+2.0% | Added |
| Nicholson Wealth Management Group, LLC | 21,122 | $2.02M | 1.20% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 21,055 | $2.02M | 0.00% | +840+4.2% | Added |
| Mayfair Advisory Group, LLC | 20,703 | $2.01M | 0.61% | +906+4.6% | Added |
| LMG Wealth Partners, LLC | 20,768 | $1.99M | 0.32% | +118+0.6% | Added |
| NovaPoint Capital, LLC | 20,713 | $1.98M | 0.41% | +680+3.4% | Added |
| Compass Wealth Management, LLC | 20,606 | $1.97M | 0.79% | +1,843+9.8% | Added |
| Invesco, LLC | 20,575 | $1.97M | 0.61% | +678+3.4% | Added |
| Regent Peak Wealth Advisors LLC | 20,560 | $1.97M | 0.36% | +7,280+54.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,392 | $1.95M | 0.61% | +503+2.5% | Added |
| Venture Visionary Partners LLC | 20,384 | $1.95M | 0.05% | −46−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 20,203 | $1.93M | 0.11% | +22+0.1% | Added |
| Tema ETFs LLC | 20,157 | $1.93M | 0.06% | +1,885+10.3% | Added |
| Valeo Financial Advisors, LLC | 20,147 | $1.93M | 0.04% | +1,610+8.7% | Added |
| Kovack Advisors, Inc. | 20,207 | $1.93M | 0.09% | −2,543−11.2% | Reduced |
| HHM Wealth Advisors, LLC | 20,111 | $1.92M | 0.19% | −424−2.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 20,015 | $1.92M | 0.71% | −9,037−31.1% | Reduced |
| Canal Insurance CO | 20,000 | $1.91M | 0.42% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 19,958 | $1.91M | 0.67% | +30.0% | Added |
| Mystic Asset Management, Inc. | 19,933 | $1.91M | 0.41% | −65−0.3% | Reduced |
| Weaver Capital Management LLC | 19,749 | $1.91M | 0.42% | 00.0% | Unchanged |
| Advisor OS, LLC | 19,895 | $1.90M | 0.13% | −92−0.5% | Reduced |
| Rollins Financial Advisors, LLC | 19,863 | $1.90M | 0.25% | +3,006+17.8% | Added |
| Allen Capital Group, LLC | 19,660 | $1.88M | 0.15% | −1,005−4.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 19,624 | $1.88M | 0.29% | −6,400−24.6% | Reduced |
| Candriam Luxembourg S.C.A. | 19,525 | $1.87M | 0.01% | −29−0.1% | Reduced |
| Aviva PLC | 19,483 | $1.86M | 0.00% | +769+4.1% | Added |
| Brighton Jones LLC | 19,463 | $1.86M | 0.03% | +1,073+5.8% | Added |
| NBC Securities, Inc. | 19,341 | $1.85M | 0.13% | +600+3.2% | Added |
| Gateway Wealth Partners, LLC | 19,206 | $1.84M | 0.11% | −16,358−46.0% | Reduced |
| Register Financial Advisors LLC | 19,145 | $1.83M | 0.56% | +807+4.4% | Added |
| Larson Financial Group LLC | 19,041 | $1.82M | 0.05% | +947+5.2% | Added |
| Cohen Capital Management, Inc. | 19,000 | $1.82M | 0.25% | 00.0% | Unchanged |
| DRW Securities, LLC | 18,998 | $1.82M | 0.11% | +6,740+55.0% | Added |
| TCW Group Inc | 18,973 | $1.82M | 0.01% | +783+4.3% | Added |
| LeConte Wealth Management, LLC | 18,914 | $1.81M | 0.99% | +8,650+84.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 18,912 | $1.81M | 1.04% | +2,826+17.6% | Added |
| Shelton Capital Management | 18,817 | $1.80M | 0.03% | −197−1.0% | Reduced |
| WJ Financial Advisors LLC | 18,758 | $1.80M | 1.32% | +629+3.5% | Added |
| Change Path, LLC | 18,749 | $1.79M | 0.04% | −6,171−24.8% | Reduced |
| Smith Thornton Advisors LLC | 18,469 | $1.78M | 0.79% | +861+4.9% | Added |
| NBT Bank N A | 18,501 | $1.77M | 0.12% | −2,022−9.9% | Reduced |
| Wedmont Private Capital | 18,489 | $1.77M | 0.05% | +576+3.2% | Added |
| Bahl & Gaynor Inc | 18,426 | $1.76M | 0.01% | −450−2.4% | Reduced |
| Spire Wealth Management | 18,393 | $1.76M | 0.05% | +38+0.2% | Added |