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Disclosery

SO SOUTHERN CO

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COM (common), issuer CIK 92122

2,318 managers (2,370 13F filers) reported a position in SO shares at 2026-06-30, 834,254,860 shares in all. 118 filers opened a position and 114 filers sold out during the quarter.

Managers
2,318
13F filers
2,370
New
118
Added
1,106
Reduced
731
Sold out
114
Shares held by filers
834,254,860

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MARSHALL WACE, LLPin group MARSHALL WACE, LLP30,253$2.9M<0.01%-2,303,82513F-HRTimelineGroup
Systematic Alpha Investments, LLC30,000$2.87M0.08%013F-HRTimeline
CHEMUNG CANAL TRUST CO29,963$2.87M0.53%+63413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC29,930$2.86M0.04%+26413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC29,956$2.85M0.1%+11513F-HRTimeline
Dockside LLC29,642$2.84M0.66%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC29,606$2.83M0.08%+3,77213F-HRTimeline
Pullen Investment Management, LLC29,557$2.83M1.31%+30813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…29,533$2.83M0.03%+2,42913F-HRTimelineGroup
Biltmore Family Office, LLC29,522$2.83M0.37%-1,27513F-HRTimeline
Apella Capital, LLC28,968$2.82M0.04%+2,51113F-HRTimeline
Old North State Trust, LLC29,202$2.79M1.44%+54013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC29,154$2.79M2.02%013F-HRTimeline
GREENLEAF TRUST28,986$2.77M0.03%+90413F-HRTimeline
Jacobi Capital Management LLC28,766$2.75M0.13%-47213F-HRTimeline
Churchill Financial Advisors, LLC28,756$2.75M0.53%-30013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding28,438$2.74M+14,760Timeline
BOKF, NAin group BOKF, NA28,580$2.74M0.04%-1,55913F-HRTimelineGroup
Hilltop National Bank28,558$2.73M0.58%+3413F-HRTimeline
Siemens Fonds Invest GmbH28,481$2.73M0.13%+24013F-HRTimeline
Hayek Kallen Investment Management28,200$2.7M0.82%013F-HRTimeline
Tyche Wealth Partners LLC28,092$2.69M0.38%+30813F-HRTimeline
HOLDERNESS INVESTMENTS CO28,072$2.69M0.45%-20313F-HRTimeline
RAHLFS CAPITAL, LLC27,895$2.67M1.96%013F-HRTimeline
Linden Thomas Advisory Services, LLC27,822$2.66M0.21%+1,28613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27,639$2.65M<0.01%+2,46613F-HRTimelineGroup
Vectors Research Management, LLC27,637$2.65M0.69%-35813F-HRTimeline
HANCOCK WHITNEY CORP27,631$2.64M0.04%-229,65613F-HRTimeline
Red Door Wealth Management, LLC27,623$2.64M0.24%+2,11113F-HRTimeline
Stolper Co27,617$2.64M0.68%-26,88213F-HRTimeline
Inman Jager Wealth Management, LLC27,530$2.63M1.4%+1,15113F-HRTimeline
EQUITABLE TRUST CO27,472$2.63M0.11%-37313F-HRTimeline
Xcelsior Advisor Partners LLC27,316$2.61M0.34%+7,14013F-HRTimeline
Capital Square, LLC27,192$2.6M1.14%+49913F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC27,137$2.6M0.51%+613F-HRTimeline
M&G PLCin group M&G PLC26,957$2.59M0.01%+5,12013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…27,026$2.59M0.66%-37313F-HRTimeline
Fulton Bank, N.A.26,987$2.58M0.08%+7,02313F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC26,828$2.57M0.44%+39013F-HRTimeline
Aurora Investment Counsel26,807$2.57M1.32%-1,08313F-HRTimeline
Canada Post Corp Registered Pension Plan26,772$2.56M0.09%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC26,562$2.54M0.02%-1,18113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,543$2.54M0.21%+3,26013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC26,372$2.52M<0.01%+2,22713F-HRTimelineGroup
Frank, Rimerman Advisors LLC26,339$2.52M0.14%+13613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC26,333$2.52M0.08%+47413F-HRTimeline
Argyle Capital Management, LLC26,321$2.52M0.73%+10013F-HRTimeline
Delta Global Management LP26,185$2.51M0.27%+39313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…26,143$2.5M0.05%-56913F-HRTimelineGroup
Aprio Wealth Management, LLC26,127$2.5M0.12%+4,43513F-HRTimeline
WCG Wealth Advisors LLC26,068$2.49M0.06%-44313F-HRTimeline
Bison Wealth, LLC25,849$2.48M0.23%-45813F-HRTimeline
Ascent Wealth Partners, LLC25,910$2.48M0.25%+62713F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC25,842$2.47M0.3%-3813F-HRTimeline
Advanced Asset Management Advisors Inc25,805$2.47M0.65%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding25,680$2.46M-414Timeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG25,656$2.46M0.02%+2,30713F-HRTimelineGroup
Verdence Capital Advisors LLC25,643$2.45M0.13%-62613F-HRTimeline
Lineweaver Wealth Advisors, LLC25,615$2.45M0.29%+1,36013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding25,582$2.45M+155Timeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.25,575$2.45M1.27%+1,92113F-HRTimeline
Cape Investment Advisory, Inc.25,514$2.44M0.65%+3713F-HRTimeline
Retirement Planning Group, LLC25,513$2.44M0.06%+1,93413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC25,262$2.42M0.3%+4813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp25,201$2.41M0.04%+94913F-HRTimelineGroup
Ausdal Financial Partners, Inc.25,081$2.4M0.09%+31813F-HRTimeline
Fiduciary Alliance LLC25,060$2.4M0.16%-20613F-HRTimeline
Advyzon Investment Management, LLC25,054$2.4M0.17%+31113F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…25,000$2.39M0.14%013F-HRTimelineGroup
Global Retirement Partners, LLC24,972$2.39M0.04%13F-HRTimeline
Nepsis Inc.24,895$2.38M0.81%-52513F-HRTimeline
Wealth Intelligence, LLC24,876$2.38M1.11%-3,45013F-HRTimeline
Atom Investors LP24,820$2.38M0.21%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.24,673$2.36M1.06%+10013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC24,530$2.35M0.04%+5,87413F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.24,455$2.34M0.21%+12,04013F-HRTimelineGroup
Capital Investment Advisory Services, L…24,263$2.32M0.14%+1313F-HRTimeline
Man Group plcin group Man Group plc24,248$2.32M<0.01%-51,17213F-HRTimelineGroup
WEDBUSH SECURITIES INC24,215$2.32M0.06%-1,12913F-HRTimeline
Southeast Asset Advisors, LLC24,154$2.31M0.23%+1413F-HRTimeline
Sowell Financial Services LLC24,007$2.3M0.08%-2213F-HRTimeline
Compound Planning, Inc.23,995$2.3M0.06%+60513F-HRTimeline
PFG Investments, LLC23,961$2.29M0.09%+62213F-HRTimeline
Stamos Capital Partners, L.P.23,816$2.28M0.35%-15813F-HRTimeline
Confluence Wealth Services, Inc.23,814$2.28M0.07%+8,66213F-HRTimeline
Gladstone Institutional Advisory LLC23,803$2.28M0.07%+28413F-HRTimeline
Accurate Wealth Management, LLC23,699$2.27M0.22%+2,45813F-HRTimeline
Alaethes Wealth, LLC23,659$2.26M0.66%+4213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP23,627$2.26M0.03%+11,51013F-HRTimeline
PRIVATE TRUST CO NA23,542$2.25M0.18%+2213F-HRTimeline
Western Wealth Management, LLC23,485$2.25M0.07%-9713F-HRTimeline
Cornerstone Advisory, LLC23,407$2.24M0.19%-19113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …23,388$2.24M0.11%-90613F-HRTimelineGroup
REAVES W H & CO INC23,267$2.23M0.03%-1,50013F-HRTimeline
Harbour Trust & Investment Management Co23,258$2.23M0.21%-59813F-HRTimeline
Tempo Wealth, LLC23,131$2.21M0.33%+2,83613F-HRTimeline
TRUST CO OF VERMONT23,114$2.21M0.08%13F-HRTimeline
AlphaCore Capital LLC23,061$2.21M0.04%+2,65013F-HRTimeline
FIRST UNITED BANK & TRUST22,904$2.19M0.63%-42013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT22,829$2.19M0.03%-88513F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…22,825$2.18M0.13%+37813F-HRTimeline
PATTEN & PATTEN INC/TN22,801$2.18M0.12%+2213F-HRTimeline
Columbus Macro, LLC22,780$2.18M0.21%+16813F-HRTimeline
LVZ, Inc.22,775$2.18M0.22%+49513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC22,483$2.15M0.04%+9,24513F-HRTimeline
World Investment Advisors22,194$2.14M0.04%-7,67113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,321$2.14M0.05%-8,42213F-HRTimelineGroup
NorthRock Partners, LLC21,955$2.1M0.03%+1,97413F-HRTimeline
Altshuler Shaham Ltd21,918$2.1M0.03%+2,27513F-HRTimeline
Composition Wealth, LLC21,889$2.1M0.02%+513F-HRTimeline
Snowden Capital Advisors LLC21,861$2.09M0.05%+1,86613F-HRTimeline
Ashton Thomas Private Wealth, LLC21,848$2.09M0.04%+2,19913F-HRTimeline
Essex LLC21,821$2.09M0.32%+1913F-HRTimeline
Regal Investment Advisors LLC21,808$2.09M0.11%-89913F-HRTimeline
Cohen Klingenstein LLC21,800$2.09M0.06%013F-HRTimeline
STOCK YARDS BANK & TRUST CO21,771$2.08M0.06%-10513F-HR/ATimeline
Mechanics Bank Trust Department21,723$2.08M0.26%-19213F-HRTimeline
Patrick Mauro Investment Advisor, INC.21,706$2.08M1.04%-86913F-HRTimeline
MSH Capital Advisors LLC21,669$2.07M0.36%+11613F-HRTimeline
Caprock Group, LLC21,568$2.06M0.04%+3,57713F-HRTimeline
Americana Partners, LLC21,441$2.05M0.05%-4,63913F-HRTimeline
Caisse de depot et placement du Quebec21,348$2.04M<0.01%+4,77713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC21,322$2.04M0.4%-14313F-HRTimeline
Coppell Advisory Solutions LLC6,860$2.04M0.22%new13F-HRTimeline
NTV Asset Management LLC21,250$2.03M0.2%-1913F-HRTimeline
LongView Wealth Management21,247$2.03M0.52%-10,00313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.21,247$2.03M0.01%+51313F-HRTimelineGroup
CX Institutional21,222$2.03M0.06%-1,82413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI21,205$2.03M0.09%+41313F-HRTimeline
Nicholson Wealth Management Group, LLC21,122$2.02M1.2%013F-HRTimeline
T. Rowe Price Investment Management, In…21,055$2.02M<0.01%+84013F-HRTimeline
Mayfair Advisory Group, LLC20,703$2.01M0.61%+90613F-HRTimeline
LMG Wealth Partners, LLC20,768$1.99M0.32%+11813F-HRTimeline
NovaPoint Capital, LLC20,713$1.98M0.41%+68013F-HRTimeline
Compass Wealth Management, LLC/GA20,606$1.97M0.79%+1,84313F-HRTimeline
Kenora Financial, LLC20,575$1.97M0.61%+67813F-HRTimeline
Regent Peak Wealth Advisors LLC20,560$1.97M0.36%+7,28013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…20,392$1.95M0.61%+50313F-HRTimeline
Venture Visionary Partners LLC20,384$1.95M0.05%-4613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC20,203$1.93M0.11%+2213F-HRTimeline
Tema ETFs LLC20,157$1.93M0.06%+1,88513F-HRTimeline
Valeo Financial Advisors, LLC20,147$1.93M0.04%+1,61013F-HRTimeline
Kovack Advisors, Inc.20,207$1.93M0.09%-2,54313F-HRTimeline
HHM Wealth Advisors, LLC20,111$1.92M0.19%-42413F-HRTimeline
Cordgrass Capital Advisors, LLC20,015$1.92M0.71%-9,03713F-HRTimeline
Canal Insurance CO20,000$1.91M0.42%013F-HRTimeline
ICW Investment Advisors LLC19,958$1.91M0.67%+313F-HRTimeline
Mystic Asset Management, Inc.19,933$1.91M0.41%-6513F-HRTimeline
Weaver Capital Management LLC19,749$1.91M0.42%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC19,895$1.9M0.13%-9213F-HRTimelineGroup
Rollins Financial Advisors, LLC19,863$1.9M0.25%+3,00613F-HRTimeline
Allen Capital Group, LLC19,660$1.88M0.15%-1,00513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…19,624$1.88M0.29%-6,40013F-HRTimeline
Candriam S.C.A.19,525$1.87M0.01%-2913F-HRTimeline
AVIVA PLCin group AVIVA PLC19,483$1.86M<0.01%+76913F-HRTimelineGroup
BRIGHTON JONES LLC19,463$1.86M0.03%+1,07313F-HRTimeline
LANARK FINANCIAL, INC.19,341$1.85M0.13%+60013F-HRTimeline
Gateway Wealth Partners, LLC19,206$1.84M0.11%-16,35813F-HRTimeline
Register Financial Advisors LLC19,145$1.83M0.56%+80713F-HRTimeline
Larson Financial Group LLC19,041$1.82M0.05%+94713F-HRTimeline
Cohen Capital Management, Inc.19,000$1.82M0.25%013F-HRTimeline
DRW Securities, LLC18,998$1.82M0.11%+6,74013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC18,973$1.82M0.01%+78313F-HRTimelineGroup
LeConte Wealth Management, LLC18,914$1.81M0.99%+8,65013F-HRTimeline
Pacific Wealth Strategies Group, Inc.18,912$1.81M1.04%+2,82613F-HRTimeline
SHELTON CAPITAL MANAGEMENT18,817$1.8M0.03%-19713F-HRTimeline
WJ Financial Advisors LLC18,758$1.8M1.32%+62913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,749$1.79M0.04%-6,17113F-HRTimelineGroup
Smith Thornton Advisors LLC18,469$1.78M0.79%+86113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.18,501$1.77M0.12%-2,02213F-HRTimelineGroup
Wedmont Private Capital18,489$1.77M0.05%+57613F-HRTimeline
Bahl & Gaynor LLC18,426$1.76M0.01%-45013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,393$1.76M0.05%+3813F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC18,350$1.76M0.1%-8,01813F-HRTimeline
SWAN Capital LLC18,332$1.75M0.6%-4513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC18,283$1.75M0.22%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,246$1.75M0.12%+12,47413F-HRTimeline
Focus Financial Network, Inc.18,206$1.74M0.05%+18613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding18,188$1.74M0Timeline
Arete Wealth Advisors, LLC18,163$1.74M0.11%+54313F-HR/ATimeline
Orange Investment Advisors, Inc.18,133$1.74M0.21%-37713F-HRTimeline
DIVERSIFIED TRUST CO18,110$1.73M0.03%-8013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC18,067$1.73M0.57%-76613F-HRTimeline
Verity & Verity, LLC18,060$1.73M0.12%-8,30813F-HRTimeline
CWS Financial Advisors, LLC18,002$1.72M0.38%+95513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC17,944$1.72M0.78%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.17,933$1.72M0.74%-8113F-HRTimeline
Monte Financial Group, LLC18,065$1.71M0.55%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,842$1.71M0.02%+6,25313F-HRTimeline
Gleason Group, Inc.17,743$1.7M0.15%+1913F-HRTimeline
SMITH, MOORE & CO.17,667$1.69M0.11%+1813F-HRTimeline
TOWER BRIDGE ADVISORS17,603$1.68M0.15%+52413F-HRTimeline
Old Port Advisors17,577$1.68M0.33%+47413F-HRTimeline
Savvy Advisors, Inc.17,514$1.68M0.04%+4,60113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC17,448$1.67M0.23%+42713F-HRTimelineGroup
CPC Advisors, LLC17,414$1.67M0.22%-1,36213F-HRTimeline
Armor Investment Advisors, LLC17,343$1.66M0.53%-2,78613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC17,272$1.65M0.49%+4513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,256$1.65M0.05%+1,98413F-HRTimelineGroup
Constant Guidance Financial LLC17,120$1.64M1.03%new13F-HRTimeline