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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; 2,371 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: 2,371 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 20262,371$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
State of New Jersey Common Pension Fund D627,400$39.0M0.14%––
Welch Group, LLC628,858$39.1M2.81%––
Putnam Investments LLC643,906$40.0M0.07%––
HighTower Advisors, LLC667,971$41.5M0.13%––
Public Employees Retirement System of Ohio678,585$42.2M0.17%––
AMP Capital Investors Ltd684,001$42.5M0.21%––
Great West Life Assurance Co702,825$43.4M0.11%––
Russell Investments Group, Ltd.714,844$44.4M0.08%––
Chevy Chase Trust Holdings, Inc.716,777$44.6M0.16%––
Stifel Financial Corp794,790$49.4M0.08%––
Victory Capital Management Inc817,344$50.8M0.05%––
State of Wisconsin Investment Board842,001$52.3M0.11%––
Zacks Investment Management857,265$53.3M0.95%––
Commonwealth Equity Services, LLC885,614$55.0M0.16%––
Macquarie Group Ltd900,920$56.0M0.08%––
Energy Income Partners, LLC901,550$56.0M1.49%––
Clark Capital Management Group, Inc.902,717$56.1M0.86%––
Amundi Asset Management US, Inc.903,290$56.1M0.04%––
Mitsubishi UFJ Trust & Banking Corp944,479$58.6M0.13%––
Jennison Associates LLC965,710$60.0M0.04%––
HSBC Holdings PLC988,992$61.3M0.08%––
Personal Capital Advisors Corp992,045$61.7M0.36%––
Citigroup Inc1,017,052$63.2M0.06%––
Prudential Financial Inc1,040,041$64.6M0.10%––
Nordea Investment Management AB1,061,006$65.5M0.10%––
Old Republic International Corporation1,058,500$65.8M1.55%––
Reaves W H & Co Inc1,124,081$69.9M2.43%––
LPL Financial LLC1,159,461$72.1M0.08%––
Envestnet Asset Management Inc1,172,483$72.9M0.05%––
Truist Financial Corp1,175,755$73.1M0.13%––
Principal Financial Group Inc1,238,679$77.0M0.05%––
New York State Teachers Retirement System1,285,109$79.9M0.17%––
Alliancebernstein L.P.1,336,719$83.1M0.04%––
Zimmer Partners, LP1,337,651$83.1M1.15%––
Barclays PLC1,429,721$88.9M0.09%––
State Board of Administration of Florida Retirement System1,439,810$89.5M0.18%––
Manufacturers Life Insurance Company, The1,460,854$90.8M0.08%––
Synovus Financial Corp1,500,704$93.3M1.04%––
National Pension Service1,571,902$97.7M0.20%––
Credit Suisse AG1,581,425$98.3M0.07%––
Two Sigma Advisers, LP1,719,100$106.9M0.29%––
Deutsche Bank AG1,725,324$107.2M0.06%––
Duff & Phelps Investment Management Co1,729,850$107.5M1.47%––
California State Teachers Retirement System1,834,054$114.0M0.15%––
First Trust Advisors LP1,848,001$114.9M0.14%––
Rhumbline Advisers1,861,938$115.7M0.16%––
Bank of Montreal1,854,229$116.6M0.08%––
UBS Group AG1,899,824$118.1M0.05%––
Dimensional Fund Advisors LP1,924,269$119.6M0.04%––
Confluence Investment Management LLC1,954,028$121.5M1.70%––
Ensign Peak Advisors, Inc1,961,495$121.9M0.26%––
Two Sigma Investments, LP1,979,137$123.0M0.37%––
New York State Common Retirement Fund2,024,673$125.9M0.14%––
ClearBridge Investments Ltd2,136,661$132.8M5.59%––
Raymond James & Associates2,189,393$136.1M0.14%––
Ameriprise Financial Inc2,305,813$143.3M0.05%––
Canada Pension Plan Investment Board2,405,372$149.5M0.19%––
Royal Bank of Canada2,465,599$153.3M0.05%––
Hotchkis & Wiley Capital Management LLC2,470,716$153.6M0.47%––
APG Asset Management N.V.3,082,265$163.0M0.28%––
JPMorgan Chase & Co2,755,955$171.3M0.02%––
Cohen & Steers, Inc.2,858,822$177.7M0.38%––
Wellington Management Group LLP3,058,060$190.1M0.03%––
Invesco Ltd.3,514,102$218.4M0.06%––
Parametric Portfolio Associates LLC3,633,795$225.9M0.13%––
Sumitomo Mitsui Trust Holdings, Inc.3,637,856$226.1M0.14%––
UBS Asset Management Americas Inc3,791,691$235.7M0.10%––
Nuveen Asset Management, LLC3,808,204$236.7M0.08%––
Goldman Sachs Group Inc3,992,987$248.2M0.07%––
Morgan Stanley4,369,520$271.6M0.04%––
Wells Fargo & Company4,734,622$294.3M0.07%––
Charles Schwab Investment Management Inc4,807,519$298.8M0.11%––
Pictet Asset Management Ltd5,251,273$326.4M0.39%––
Swiss National Bank5,447,519$338.6M0.23%––
Norges Bank6,160,351$382.9M0.09%––
Federated Hermes, Inc.6,511,651$404.8M0.79%––
California Public Employees Retirement System8,144,551$506.3M0.39%––
Bank of America Corp8,511,252$529.1M0.06%––
Capital Research Global Investors9,876,800$613.9M0.15%––
Bank of New York Mellon Corp9,969,671$619.7M0.13%––
Legal & General Group Plc10,720,401$666.4M0.25%––
Northern Trust Corp12,104,006$752.4M0.14%––
Geode Capital Management, LLC15,281,811$947.5M0.14%––
FMR LLC21,020,696$1.31B0.11%––
Franklin Resources Inc30,914,035$1.92B0.78%––
Massachusetts Financial Services Co31,975,022$1.99B0.61%––
Price T Rowe Associates Inc43,940,360$2.73B0.27%––
State Street Corp51,886,632$3.23B0.19%––
BlackRock Inc.71,983,321$4.47B0.13%––
Vanguard Group Inc89,704,106$5.58B0.15%––
Harel Insurance Investments & Financial Services Ltd.3,509––––