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 |
|---|---|---|---|---|---|
| LBMC Investment Advisors, LLC | 18,350 | $1.76M | 0.10% | −8,018−30.4% | Reduced |
| SWAN Capital LLC | 18,332 | $1.75M | 0.60% | −45−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 18,283 | $1.75M | 0.22% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 18,246 | $1.75M | 0.12% | +12,474+216.1% | Added |
| Focus Financial Network, Inc. | 18,206 | $1.74M | 0.05% | +186+1.0% | Added |
| Arete Wealth Advisors, LLC | 18,163 | $1.74M | 0.11% | +543+3.1% | Added |
| Hudson Valley Investment Advisors Inc | 18,133 | $1.74M | 0.21% | −377−2.0% | Reduced |
| Diversified Trust Co | 18,110 | $1.73M | 0.03% | −80−0.4% | Reduced |
| Wellington Shields & Co., LLC | 18,084 | $1.73M | 0.39% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 18,067 | $1.73M | 0.57% | −766−4.1% | Reduced |
| Verity & Verity, LLC | 18,060 | $1.73M | 0.12% | −8,308−31.5% | Reduced |
| CWS Financial Advisors, LLC | 18,002 | $1.72M | 0.38% | +955+5.6% | Added |
| Primoris Wealth Advisors, LLC | 17,944 | $1.72M | 0.78% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 17,933 | $1.72M | 0.74% | −81−0.4% | Reduced |
| Monte Financial Group, LLC | 18,065 | $1.71M | 0.55% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,842 | $1.71M | 0.02% | +6,253+54.0% | Added |
| Gleason Group, Inc. | 17,743 | $1.70M | 0.15% | +19+0.1% | Added |
| Smith, Moore & Co. | 17,667 | $1.69M | 0.11% | +18+0.1% | Added |
| Tower Bridge Advisors | 17,603 | $1.68M | 0.15% | +524+3.1% | Added |
| Old Port Advisors | 17,577 | $1.68M | 0.33% | +474+2.8% | Added |
| Savvy Advisors, Inc. | 17,514 | $1.68M | 0.04% | +4,601+35.6% | Added |
| Lebenthal Global Advisors, LLC | 17,448 | $1.67M | 0.23% | +427+2.5% | Added |
| Consolidated Planning Corp | 17,414 | $1.67M | 0.22% | −1,362−7.3% | Reduced |
| Armor Investment Advisors, LLC | 17,343 | $1.66M | 0.53% | −2,786−13.8% | Reduced |
| Jeppson Wealth Management, LLC | 17,272 | $1.65M | 0.49% | +45+0.3% | Added |
| Ascent Group, LLC | 17,256 | $1.65M | 0.05% | +1,984+13.0% | Added |
| Constant Guidance Financial LLC | 17,120 | $1.64M | 1.03% | +17,120 | New |
| Ipswich Investment Management Co., Inc. | 17,117 | $1.64M | 0.35% | −150−0.9% | Reduced |
| Cannon Financial Strategists, Inc. | 17,067 | $1.63M | 0.19% | −1,346−7.3% | Reduced |
| Ethos Financial Group, LLC | 17,012 | $1.63M | 0.11% | −4,005−19.1% | Reduced |
| Chicago Partners Investment Group LLC | 16,833 | $1.63M | 0.03% | +2,660+18.8% | Added |
| Axxcess Wealth Management, LLC | 16,985 | $1.63M | 0.03% | +16,985 | New |
| Bridgewater Associates, LP | 16,972 | $1.62M | 0.01% | +5,201+44.2% | Added |
| Agp Franklin, LLC | 16,919 | $1.62M | 0.70% | +1,248+8.0% | Added |
| Dearborn Partners LLC | 16,886 | $1.62M | 0.09% | +50.0% | Added |
| Romano Brothers and Company | 16,836 | $1.61M | 0.16% | −495−2.9% | Reduced |
| CapWealth Advisors, LLC | 16,666 | $1.60M | 0.11% | −75−0.4% | Reduced |
| SBI Securities Co., Ltd. | 16,663 | $1.59M | 0.04% | −1,660−9.1% | Reduced |
| Advisory Alpha, LLC | 16,579 | $1.59M | 0.04% | +6,064+57.7% | Added |
| Cresset Asset Management, LLC | 16,539 | $1.58M | 0.01% | +6,411+63.3% | Added |
| Pinebridge Investments LLC | 16,537 | $1.58M | 0.01% | +1,524+10.2% | Added |
| Fca Corp | 16,529 | $1.58M | 0.39% | +916+5.9% | Added |
| Granite Islands Private Wealth, LLC | 16,615 | $1.58M | 1.17% | +1,860+12.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,400 | $1.57M | 0.07% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 16,308 | $1.56M | 0.05% | +73+0.4% | Added |
| Aaron Wealth Advisors | 16,175 | $1.55M | 0.08% | +5,805+56.0% | Added |
| Maia Wealth LLC | 16,089 | $1.54M | 0.23% | +7,341+83.9% | Added |
| Concord Asset Management, LLC | 16,062 | $1.54M | 0.24% | −23,617−59.5% | Reduced |
| Bangor Savings Bank | 16,008 | $1.53M | 0.11% | −564−3.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $1.53M | 0.42% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 15,985 | $1.53M | 0.41% | −96−0.6% | Reduced |
| Retirement Guys Formula LLC | 15,947 | $1.53M | 0.57% | +982+6.6% | Added |
| Sumitomo Life Insurance Co | 15,945 | $1.53M | 0.02% | −960−5.7% | Reduced |
| Everstar Asset Management, LLC | 15,942 | $1.53M | 0.74% | +71+0.4% | Added |
| Earnest Partners LLC | 15,933 | $1.52M | 0.01% | −375−2.3% | Reduced |
| First City Capital Management, Inc. | 15,894 | $1.52M | 0.74% | −196−1.2% | Reduced |
| High Net Worth Advisory Group LLC | 15,874 | $1.52M | 0.32% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 15,822 | $1.51M | 0.18% | −12,349−43.8% | Reduced |
| Stiles Financial Services Inc | 15,717 | $1.50M | 0.38% | −194−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,573 | $1.49M | 0.06% | +843+5.7% | Added |
| Parrish Capital LLC | 15,418 | $1.48M | 1.42% | −2,410−13.5% | Reduced |
| Two Sigma Securities, LLC | 15,351 | $1.47M | 0.13% | +15,351 | New |
| International Assets Investment Management, LLC | 15,375 | $1.46M | 0.09% | +497+3.3% | Added |
| Flputnam Investment Management Co | 15,207 | $1.46M | 0.02% | −649−4.1% | Reduced |
| Main Street Financial Solutions, LLC | 15,198 | $1.45M | 0.09% | +630+4.3% | Added |
| Parallel Advisors, LLC | 15,168 | $1.45M | 0.02% | +206+1.4% | Added |
| Powers Advisory Group, LLC | 15,114 | $1.45M | 0.45% | −122−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 15,076 | $1.44M | 0.01% | +29+0.2% | Added |
| EPG Wealth Management LLC | 14,930 | $1.43M | 0.34% | −865−5.5% | Reduced |
| TCG Advisory Services, LLC | 14,906 | $1.43M | 0.03% | −267−1.8% | Reduced |
| Elevate Wealth Advisory, Inc | 14,882 | $1.42M | 0.81% | −24−0.2% | Reduced |
| Venturi Wealth Management, LLC | 14,699 | $1.41M | 0.05% | −149−1.0% | Reduced |
| Silver Oak Securities, Inc | 14,652 | $1.40M | 0.09% | −2,666−15.4% | Reduced |
| Valmark Advisers, Inc. | 14,645 | $1.40M | 0.01% | +1,479+11.2% | Added |
| Core Capital Management & Research, inc. | 15,718 | $1.40M | 0.73% | +15,718 | New |
| Mesirow Financial Investment Management, Inc. | 14,586 | $1.40M | 0.02% | +822+6.0% | Added |
| Spreng Capital Management, Inc. | 14,520 | $1.39M | 0.51% | −100−0.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 14,397 | $1.38M | 0.47% | −2,973−17.1% | Reduced |
| Diversify Wealth Management, LLC | 14,219 | $1.37M | 0.02% | +541+4.0% | Added |
| Diversify Advisory Services, LLC | 14,219 | $1.37M | 0.02% | +14,219 | New |
| Brady Family Wealth, LLC | 14,186 | $1.36M | 0.39% | 00.0% | Unchanged |
| Syon Capital LLC | 14,161 | $1.36M | 0.06% | +3,643+34.6% | Added |
| Ti-Trust, Inc | 14,160 | $1.36M | 0.73% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 13,946 | $1.35M | 0.15% | +1,596+12.9% | Added |
| Prosperity Consulting Group, LLC | 14,053 | $1.35M | 0.05% | +727+5.5% | Added |
| Wealthspire Advisors, LLC | 14,045 | $1.34M | 0.01% | +902+6.9% | Added |
| Philadelphia Trust Co | 14,020 | $1.34M | 0.09% | −275−1.9% | Reduced |
| Berkeley Capital Partners, LLC | 14,004 | $1.34M | 0.28% | +359+2.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,000 | $1.34M | 0.05% | 00.0% | Unchanged |
| Park National Corp | 13,976 | $1.34M | 0.04% | +950+7.3% | Added |
| Detalus Advisors, LLC | 13,936 | $1.33M | 0.26% | +99+0.7% | Added |
| Kiker Wealth Management, LLC | 13,929 | $1.33M | 0.52% | −196−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 13,907 | $1.33M | 0.48% | −61−0.4% | Reduced |
| NewEdge Wealth, LLC | 13,889 | $1.33M | 0.01% | +3,582+34.8% | Added |
| Personal Cfo Solutions, LLC | 13,859 | $1.33M | 0.19% | +25+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,819 | $1.32M | 0.28% | 00.0% | Unchanged |
| Keystone Financial Group | 13,698 | $1.31M | 0.08% | −11−0.1% | Reduced |
| DMG Group, LLC | 13,696 | $1.31M | 0.90% | −2,966−17.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 13,670 | $1.31M | 0.13% | +926+7.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,631 | $1.30M | 0.06% | +155+1.2% | Added |