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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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q1 2021

Institutional positions in Southern Co as of Mar 31, 2021. 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
1,491
No complete 13F data for Q4 2020
Shares held
631.6M
No complete 13F data for Q4 2020
Total value
$39.2B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,491 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,370 institutions
Value heldQ1 2021: $39.2B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,370$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Southern Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc89,704,106$5.58B0.15%––
BlackRock Inc.71,983,321$4.47B0.13%––
State Street Corp51,886,632$3.23B0.19%––
Price T Rowe Associates Inc43,940,360$2.73B0.27%––
Massachusetts Financial Services Co31,975,022$1.99B0.61%––
Franklin Resources Inc30,914,035$1.92B0.78%––
FMR LLC21,020,696$1.31B0.11%––
Geode Capital Management, LLC15,281,811$947.5M0.14%––
Northern Trust Corp12,104,006$752.4M0.14%––
Legal & General Group Plc10,720,401$666.4M0.25%––
Bank of New York Mellon Corp9,969,671$619.7M0.13%––
Capital Research Global Investors9,876,800$613.9M0.15%––
Bank of America Corp8,511,252$529.1M0.06%––
California Public Employees Retirement System8,144,551$506.3M0.39%––
Federated Hermes, Inc.6,511,651$404.8M0.79%––
Norges Bank6,160,351$382.9M0.09%––
Swiss National Bank5,447,519$338.6M0.23%––
Pictet Asset Management Ltd5,251,273$326.4M0.39%––
Charles Schwab Investment Management Inc4,807,519$298.8M0.11%––
Wells Fargo & Company4,734,622$294.3M0.07%––
Morgan Stanley4,369,520$271.6M0.04%––
Goldman Sachs Group Inc3,992,987$248.2M0.07%––
Nuveen Asset Management, LLC3,808,204$236.7M0.08%––
UBS Asset Management Americas Inc3,791,691$235.7M0.10%––
Sumitomo Mitsui Trust Holdings, Inc.3,637,856$226.1M0.14%––
Parametric Portfolio Associates LLC3,633,795$225.9M0.13%––
Invesco Ltd.3,514,102$218.4M0.06%––
Wellington Management Group LLP3,058,060$190.1M0.03%––
Cohen & Steers, Inc.2,858,822$177.7M0.38%––
JPMorgan Chase & Co2,755,955$171.3M0.02%––
APG Asset Management N.V.3,082,265$163.0M0.28%––
Hotchkis & Wiley Capital Management LLC2,470,716$153.6M0.47%––
Royal Bank of Canada2,465,599$153.3M0.05%––
Canada Pension Plan Investment Board2,405,372$149.5M0.19%––
Ameriprise Financial Inc2,305,813$143.3M0.05%––
Raymond James & Associates2,189,393$136.1M0.14%––
ClearBridge Investments Ltd2,136,661$132.8M5.59%––
New York State Common Retirement Fund2,024,673$125.9M0.14%––
Two Sigma Investments, LP1,979,137$123.0M0.37%––
Ensign Peak Advisors, Inc1,961,495$121.9M0.26%––
Confluence Investment Management LLC1,954,028$121.5M1.70%––
Dimensional Fund Advisors LP1,924,269$119.6M0.04%––
UBS Group AG1,899,824$118.1M0.05%––
Bank of Montreal1,854,229$116.6M0.08%––
Rhumbline Advisers1,861,938$115.7M0.16%––
First Trust Advisors LP1,848,001$114.9M0.14%––
California State Teachers Retirement System1,834,054$114.0M0.15%––
Duff & Phelps Investment Management Co1,729,850$107.5M1.47%––
Deutsche Bank AG1,725,324$107.2M0.06%––
Two Sigma Advisers, LP1,719,100$106.9M0.29%––
Credit Suisse AG1,581,425$98.3M0.07%––
National Pension Service1,571,902$97.7M0.20%––
Synovus Financial Corp1,500,704$93.3M1.04%––
Manufacturers Life Insurance Company, The1,460,854$90.8M0.08%––
State Board of Administration of Florida Retirement System1,439,810$89.5M0.18%––
Barclays PLC1,429,721$88.9M0.09%––
Zimmer Partners, LP1,337,651$83.1M1.15%––
Alliancebernstein L.P.1,336,719$83.1M0.04%––
New York State Teachers Retirement System1,285,109$79.9M0.17%––
Principal Financial Group Inc1,238,679$77.0M0.05%––
Truist Financial Corp1,175,755$73.1M0.13%––
Envestnet Asset Management Inc1,172,483$72.9M0.05%––
LPL Financial LLC1,159,461$72.1M0.08%––
Reaves W H & Co Inc1,124,081$69.9M2.43%––
Old Republic International Corporation1,058,500$65.8M1.55%––
Nordea Investment Management AB1,061,006$65.5M0.10%––
Prudential Financial Inc1,040,041$64.6M0.10%––
Citigroup Inc1,017,052$63.2M0.06%––
Personal Capital Advisors Corp992,045$61.7M0.36%––
HSBC Holdings PLC988,992$61.3M0.08%––
Jennison Associates LLC965,710$60.0M0.04%––
Mitsubishi UFJ Trust & Banking Corp944,479$58.6M0.13%––
Amundi Asset Management US, Inc.903,290$56.1M0.04%––
Clark Capital Management Group, Inc.902,717$56.1M0.86%––
Energy Income Partners, LLC901,550$56.0M1.49%––
Macquarie Group Ltd900,920$56.0M0.08%––
Commonwealth Equity Services, LLC885,614$55.0M0.16%––
Zacks Investment Management857,265$53.3M0.95%––
State of Wisconsin Investment Board842,001$52.3M0.11%––
Victory Capital Management Inc817,344$50.8M0.05%––
Stifel Financial Corp794,790$49.4M0.08%––
Chevy Chase Trust Holdings, Inc.716,777$44.6M0.16%––
Russell Investments Group, Ltd.714,844$44.4M0.08%––
Great West Life Assurance Co702,825$43.4M0.11%––
AMP Capital Investors Ltd684,001$42.5M0.21%––
Public Employees Retirement System of Ohio678,585$42.2M0.17%––
HighTower Advisors, LLC667,971$41.5M0.13%––
Putnam Investments LLC643,906$40.0M0.07%––
Welch Group, LLC628,858$39.1M2.81%––
State of New Jersey Common Pension Fund D627,400$39.0M0.14%––
Toronto Dominion Bank624,685$38.8M0.07%––
Raymond James Financial Services Advisors, Inc.618,981$38.5M0.09%––
Korea Investment CORP616,294$38.3M0.12%––
BNP Paribas Arbitrage, SA615,034$38.2M0.08%––
Advisor Group Holdings, Inc.612,862$38.1M0.09%––
The PNC Financial Services Group, Inc.607,669$37.8M0.04%––
Voloridge Investment Management, LLC599,554$37.3M0.27%––
Asset Management One Co.,Ltd.586,118$36.4M0.14%––
InterOcean Capital Group, LLC580,080$36.1M2.04%––
Natixis Advisors, L.P.552,003$34.3M0.18%––