SOUTHERN CO (SO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
113
Reporting holders
$218.5M
Reported value
0.0%
Calls
0.0%
Puts
-2,261
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $109.0M | 1,315,100 | 1.83% | 32q | -4.0%-$4.6M |
| Farther Finance Advisors, LLC | $11.5M | 139,101 | 0.08% | 16q | +4.2%+$462.6K |
| ROCKLAND TRUST CO | $8.9M | 106,879 | 0.34% | 32q | -1.7%-$152.8K |
| MassMutual Private Wealth & Trust, FSB | $5.6M | 67,401 | 0.15% | 32q | -3.7%-$213.0K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $5.4M | 64,715 | 0.36% | 32q | +0.5%+$26.9K |
| EASTERN BANK | $4.2M | 51,165 | 0.06% | 9q | HELD |
| HF Advisory Group, LLC | $4.1M | 49,363 | 1.22% | 16q | +10.2%+$378.3K |
| TrueWealth Advisors, LLC | $3.4M | 40,535 | 0.75% | 24q | HELD |
| Stonebridge Financial Group, LLC | $3.3M | 40,080 | 0.24% | 8q | +3.2%+$102.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.0M | 35,886 | 0.26% | 20q | -3.3%-$101.9K |
| Apella Capital, LLC | $2.7M | 31,256 | 0.03% | 12q | +7.9%+$195.5K |
| GAMMA Investing LLC | $2.4M | 29,066 | 0.08% | 12q | -5.3%-$135.9K |
| Castle Rock Wealth Management, LLC | $2.2M | 25,809 | 0.42% | new | NEW |
| Venture Visionary Partners LLC | $1.8M | 21,320 | 0.05% | 26q | +4.6%+$77.6K |
| BENEDICT FINANCIAL ADVISORS INC | $1.7M | 20,669 | 0.34% | 32q | -3.1%-$54.1K |
| Wedmont Private Capital | $1.6M | 18,829 | 0.04% | 18q | +1.8%+$29.3K |
| Valeo Financial Advisors, LLC | $1.6M | 19,476 | 0.03% | 32q | -3.3%-$55.6K |
| RVW Wealth, LLC | $1.5M | 18,585 | 0.10% | new | NEW |
| Allen Mooney & Barnes Investment Advisors LLC | $1.4M | 16,544 | 0.20% | 19q | -15.7%-$255.3K |
| Grove Bank & Trust | $1.4M | 16,339 | 0.13% | 32q | +79.7%+$600.6K |
| CapWealth Advisors, LLC | $1.3M | 16,184 | 0.10% | 32q | -2.9%-$40.0K |
| Bangor Savings Bank | $1.3M | 15,873 | 0.10% | 23q | -0.8%-$11.2K |
| Parrish Capital LLC | $1.3M | 15,284 | 1.23% | 4q | -0.9%-$11.1K |
| STABLEFORD CAPITAL II LLC | $1.2M | 14,010 | 0.40% | 14q | +14.2%+$144.5K |
| GoalVest Advisory LLC | $1.1M | 13,263 | 0.19% | 22q | +3.1%+$32.6K |
| Bank & Trust Co | $1.1M | 13,199 | 0.69% | 10q | -1.6%-$18.2K |
| PARK NATIONAL CORP /OH/ | $1.1M | 12,808 | 0.03% | 32q | -8.4%-$96.8K |
| Legacy Wealth Asset Management, LLC | $1.1M | 12,692 | 0.23% | 24q | +45.2%+$327.4K |
| CoreCap Advisors, LLC | $1.0M | 12,347 | 0.03% | 9q | -1.6%-$17.2K |
| Avidian Wealth Enterprises, LLC | $922.1K | 11,125 | 0.03% | 21q | +9.6%+$80.6K |
| Montecito Bank & Trust | $903.8K | 10,904 | 0.14% | 31q | -2.3%-$21.2K |
| Investment Partners Asset Management, Inc. | $832.2K | 10,040 | 0.45% | 12q | HELD |
| Sunburst Financial Group, LLC | $819.0K | 9,881 | 0.13% | 28q | HELD |
| Shulman DeMeo Asset Management LLC | $726.0K | 8,665 | 0.14% | 21q | HELD |
| Davis Capital Management | $725.2K | 8,749 | 0.43% | 13q | -1.7%-$12.4K |
| Vann Equity Management LLC | $715.0K | 8,626 | 0.43% | 3q | +4.0%+$27.4K |
| Graves Light Lenhart Wealth, Inc. | $703.0K | 8,481 | 0.07% | 32q | HELD |
| Breakwater Capital Group | $696.1K | 8,398 | 0.08% | 16q | -9.9%-$76.7K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $693.2K | 8,362 | 0.36% | 12q | -5.2%-$37.8K |
| Capital Advisors Wealth Management, LLC | $679.6K | 8,199 | 0.08% | 9q | -1.0%-$6.5K |
| M.E. ALLISON & CO., INC. | $662.8K | 7,996 | 0.37% | 8q | HELD |
| Successful Portfolios LLC | $650.0K | 7,757 | 0.30% | 32q | -2.7%-$18.3K |
| Dickmeyer Boyce Financial Management, Inc. | $636.0K | 7,673 | 0.33% | 3q | -0.9%-$6.0K |
| Financial Enhancement Group LLC | $599.4K | 7,015 | 0.07% | 8q | +0.7%+$4.1K |
| Stokes Capital Advisors, LLC | $595.4K | 7,183 | 0.13% | 16q | HELD |
| DIVERSIFIED MANAGEMENT INC | $592.2K | 7,144 | 0.10% | new | NEW |
| DAVIDSON TRUST CO | $556.7K | 6,716 | 0.22% | 7q | -2.2%-$12.3K |
| David J Yvars Group | $555.3K | 6,700 | 0.26% | 24q | -1.9%-$10.8K |
| Sound Income Strategies, LLC | $521.3K | 6,051 | 0.02% | 32q | +22.7%+$96.6K |
| Mirador Capital Partners LP | $519.3K | 6,265 | 0.06% | 20q | +1.7%+$8.7K |
| AMERICAN NATIONAL BANK & TRUST | $509.9K | 6,151 | 0.05% | 23q | -1.6%-$8.5K |
| Bill Few Associates, Inc. | $492.4K | 5,940 | 0.10% | 20q | HELD |
| PFW Advisors LLC | $488.1K | 5,889 | 0.14% | 14q | -2.6%-$13.2K |
| Cooper Financial Group | $487.2K | 5,878 | 0.04% | 21q | -7.1%-$37.1K |
| Ballew Advisors, Inc | $481.4K | 5,750 | 0.24% | 17q | HELD |
| Gradient Investments LLC | $476.2K | 5,745 | 0.01% | 32q | -31.7%-$221.1K |
| Hickory Point Bank & Trust | $475.1K | 5,732 | 0.29% | 8q | HELD |
| Atlas Brown,Inc. | $457.9K | 5,524 | 0.12% | 32q | +1.5%+$6.7K |
| BOS Asset Management, LLC | $451.7K | 5,450 | 0.11% | 16q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $448.5K | 5,411 | 0.00% | 32q | HELD |
| Bath Savings Trust Co | $446.4K | 5,386 | 0.05% | 31q | +1.0%+$4.3K |
| Investors Research Corp | $442.1K | 5,333 | 0.08% | 8q | -6.0%-$28.4K |
| ARGUS INVESTORS' COUNSEL, INC. | $431.8K | 5,209 | 0.34% | 10q | HELD |
| Eastover Investment Advisors LLC | $429.8K | 5,185 | 0.17% | 19q | HELD |
| DOLIVER ADVISORS, LP | $421.3K | 5,083 | 0.09% | 16q | HELD |
| Trinity Financial Advisors LLC | $407.8K | 4,920 | 0.10% | 15q | -10.4%-$47.5K |
| Veracity Capital LLC | $390.4K | 4,710 | 0.11% | 12q | +2.4%+$9.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $384.5K | 4,639 | 0.02% | 7q | -3.4%-$13.5K |
| Violich Capital Management, Inc. | $383.7K | 4,629 | 0.04% | 32q | HELD |
| Rosenberg Matthew Hamilton | $378.0K | 4,560 | 0.07% | 27q | -2.0%-$7.8K |
| Hummer Financial Advisory Services Inc | $377.1K | 4,550 | 0.25% | 28q | HELD |
| Bullock Wealth Management Group | $376.1K | 4,505 | 0.16% | 11q | +1.5%+$5.7K |
| ARMSTRONG ADVISORY GROUP, INC | $375.1K | 4,525 | 0.02% | 16q | -15.4%-$68.5K |
| Bank of New Hampshire | $373.2K | 4,502 | 0.08% | 19q | HELD |
| New Covenant Trust Company, N.A. | $363.7K | 4,388 | 0.25% | 3q | +30.5%+$85.0K |
| CHAPIN DAVIS, INC. | $358.0K | 4,319 | 0.07% | 5q | +0.7%+$2.3K |
| Versant Capital Management, Inc | $319.2K | 3,851 | 0.03% | 32q | -27.0%-$118.2K |
| RFG - Bristol Wealth Advisors, LLC | $314.1K | 3,790 | 0.07% | 8q | HELD |
| Acropolis Investment Management, LLC | $306.7K | 3,700 | 0.01% | 11q | -52.9%-$344.7K |
| Byrne Asset Management LLC | $288.1K | 3,451 | 0.16% | 20q | +3.6%+$10.0K |
| YHB Investment Advisors, Inc. | $281.0K | 3,390 | 0.02% | 24q | +1.6%+$4.3K |
| Longview Financial Advisors, Inc. | $271.8K | 3,278 | 0.16% | 12q | -24.2%-$86.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $269.6K | 3,252 | 0.02% | 32q | HELD |
| Biltmore Wealth Management, LLC | $267.9K | 3,232 | 0.08% | 20q | +0.8%+$2.2K |
| Private Capital Advisors, Inc. | $265.2K | 3,200 | 0.02% | 19q | HELD |
| Trust Co | $245.0K | 2,956 | 0.02% | 5q | HELD |
| Ledgewood Wealth Advisors, LLC | $239.7K | 2,892 | 0.13% | 9q | HELD |
| Hardin Capital Partners, LLC | $234.2K | 2,825 | 0.11% | 3q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $221.6K | 2,674 | 0.05% | 3q | HELD |
| Coastline Trust Co | $220.2K | 2,656 | 0.02% | 32q | -13.6%-$34.6K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $215.5K | 2,600 | 0.01% | 10q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $214.4K | 2,587 | 0.06% | 10q | HELD |
| Worth Asset Management, LLC | $212.3K | 2,561 | 0.06% | 2q | +22.3%+$38.7K |
| Mallini Complete Financial Planning LLC | $210.7K | 2,542 | 0.15% | 8q | -22.7%-$62.0K |
| Whalen Wealth Management Inc. | $210.2K | 2,536 | 0.09% | 9q | HELD |
| Everhart Financial Group, Inc. | $203.4K | 2,454 | 0.01% | 5q | -38.7%-$128.4K |
| ACIMA PRIVATE WEALTH, LLC | $124.3K | 1,500 | 0.04% | 32q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $118.3K | 1,428 | 0.01% | 32q | +2.2%+$2.6K |
| Wealth Enhancement Trust Services, Inc. | $109.2K | 1,317 | 0.01% | 4q | -9.2%-$11.0K |
| MJT & Associates Financial Advisory Group, Inc. | $101.7K | 1,227 | 0.07% | 7q | -62.5%-$169.7K |
Showing the largest 100 of 114 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-03 | Sena Peter P III | Chairman,President & CEO, SNC | Sold | 4,266 | $377.9K |
| 2026-08-06 | Spainhour Sterling A Jr. | EVP & CLO | Sold | 3,333 | $313.4K |
| 2026-09-03 | Kim Matthew M. | Comptroller | Sold | 1,400 | $124.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 113 | $218.5M | 2,632,266 | 4 | 33 | 40 | 0.0% |
| Q2 2026 | 2,374 | $88.7B | 914,268,054 | 122 | 941 | 637 | 1.3% |
| Q1 2026 | 2,367 | $78.6B | 805,155,471 | 195 | 828 | 682 | 1.1% |
| Q4 2025 | 2,279 | $73.5B | 801,835,896 | 103 | 735 | 724 | 4.9% |
| Q3 2025 | 2,232 | $82.2B | 859,920,028 | 141 | 782 | 641 | 0.9% |
| Q2 2025 | 2,199 | $72.5B | 781,002,523 | 104 | 827 | 645 | 1.1% |
| Q1 2025 | 2,224 | $69.9B | 751,458,554 | 210 | 778 | 655 | 1.1% |
| Q4 2024 | 2,135 | $63.2B | 759,872,943 | 115 | 739 | 601 | 1.1% |
| Q3 2024 | 2,025 | $73.7B | 808,734,035 | 198 | 638 | 640 | 1.3% |
| Q2 2024 | 1,902 | $61.4B | 783,405,592 | 155 | 638 | 598 | 1.1% |
| Q1 2024 | 1,839 | $55.4B | 763,661,966 | 99 | 618 | 638 | 1.1% |
| Q4 2023 | 1,850 | $51.9B | 731,039,728 | 115 | 560 | 646 | 1.2% |
| Q3 2023 | 1,717 | $45.6B | 695,869,125 | 99 | 547 | 590 | 1.1% |
| Q2 2023 | 1,738 | $49.3B | 694,793,931 | 86 | 594 | 588 | 1.0% |
| Q1 2023 | 1,722 | $51.9B | 737,115,682 | 86 | 661 | 494 | 1.1% |
| Q4 2022 | 1,746 | $50.5B | 699,856,866 | 118 | 621 | 481 | 1.0% |
| Q3 2022 | 1,667 | $46.6B | 677,508,370 | 87 | 590 | 503 | 1.2% |
| Q2 2022 | 1,689 | $47.7B | 661,349,542 | 83 | 589 | 514 | 1.2% |
| Q1 2022 | 1,712 | $47.9B | 653,574,290 | 129 | 569 | 533 | 1.2% |
| Q4 2021 | 1,658 | $44.8B | 643,800,862 | 128 | 554 | 456 | 1.5% |
| Q3 2021 | 1,494 | $39.6B | 631,504,741 | 83 | 511 | 465 | 1.2% |
| Q2 2021 | 1,512 | $38.7B | 633,050,131 | 101 | 549 | 457 | 1.2% |
| Q1 2021 | 1,505 | $39.7B | 631,992,023 | 91 | 531 | 517 | 1.2% |
| Q4 2020 | 1,504 | $38.6B | 621,971,666 | 117 | 446 | 500 | 1.1% |
| Q3 2020 | 1,372 | $33.8B | 615,278,203 | 78 | 450 | 490 | 1.5% |
| Q2 2020 | 1,378 | $32.3B | 614,601,200 | 99 | 499 | 475 | 1.1% |
| Q1 2020 | 1,373 | $34.8B | 635,818,762 | 79 | 431 | 575 | 1.0% |
| Q4 2019 | 1,454 | $41.7B | 648,521,235 | 84 | 438 | 473 | 1.0% |
| Q3 2019 | 1,327 | $39.6B | 630,678,590 | 95 | 426 | 449 | 1.7% |
| Q2 2019 | 1,282 | $34.8B | 617,951,026 | 81 | 455 | 420 | 1.8% |
| Q1 2019 | 1,277 | $31.4B | 599,395,784 | 115 | 453 | 406 | 1.4% |
| Q4 2018 | 1,218 | $27.2B | 611,542,337 | 15 | 17 | 26 | 1.2% |