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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
Standard Life Aberdeen plc543,385$33.8M0.08%––
Mackenzie Financial Corp536,409$33.3M0.05%––
Capital Investment Advisors, LLC528,805$32.9M1.24%––
Voya Investment Management LLC528,660$32.9M0.07%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys523,409$32.5M0.40%––
Bank of Nova Scotia499,626$31.1M0.06%––
Renaissance Technologies LLC499,400$31.0M0.04%––
Vaughan David Investments LLC485,810$30.2M0.96%––
Magellan Asset Management Ltd473,279$29.4M0.06%––
SEI Investments Co472,623$29.4M0.07%––
CWM, LLC476,778$28.9M0.23%––
Gabelli Funds LLC451,900$28.1M0.19%––
Treasurer of the State of North Carolina447,084$27.8M0.17%––
Hyman Charles D439,119$27.3M2.00%––
Hennessy Advisors Inc428,400$26.6M1.55%––
Capital Advisors Inc424,862$26.4M0.86%––
Adage Capital Partners GP, L.L.C.419,600$26.1M0.05%––
STRS Ohio412,867$25.7M0.10%––
Citadel Advisors LLC411,411$25.6M0.03%––
Millennium Management LLC404,541$25.1M0.04%––
Edgar Lomax Co397,795$24.7M1.54%––
Retirement Systems of Alabama394,103$24.5M0.09%––
Royal London Asset Management Ltd393,875$24.5M0.11%––
Alps Advisors Inc391,890$24.4M0.24%––
Robeco Institutional Asset Management B.V.391,742$24.4M0.06%––
Bollard Group LLC385,175$23.9M0.84%––
Cambridge Investment Research Advisors, Inc.376,477$23.4M0.13%––
Martingale Asset Management L P376,027$23.4M0.27%––
TD Asset Management Inc373,584$23.2M0.03%––
United Capital Financial Advisers, LLC368,708$22.9M0.13%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.355,581$22.1M0.14%––
US Bancorp351,933$21.9M0.04%––
Aviva PLC351,825$21.9M0.11%––
USS Investment Management Ltd349,427$21.7M0.19%––
Regions Financial Corp347,206$21.6M0.20%––
Guggenheim Capital LLC336,918$20.9M0.14%––
GW Henssler & Associates Ltd334,720$20.8M1.49%––
Liberty One Investment Management, LLC332,446$20.7M3.68%––
Janney Montgomery Scott LLC326,196$20.3M0.10%––
Swiss Life Asset Management Ltd324,750$20.2M0.29%––
Norris Perne & French LLP315,540$19.6M1.82%––
American International Group, Inc.312,611$19.4M0.08%––
AQR Capital Management LLC312,936$19.3M0.03%––
Baird Financial Group, Inc.303,811$18.9M0.05%––
Arizona State Retirement System297,653$18.5M0.16%––
Janus Henderson Group PLC291,352$18.1M0.01%––
Wade G W & Inc275,998$17.2M0.91%––
Squarepoint Ops LLC272,869$17.0M0.16%––
Davidson Investment Advisors269,914$16.8M1.42%––
Northwestern Mutual Wealth Management Co269,713$16.8M0.04%––
State of Michigan Retirement System265,182$16.5M0.10%––
D. E. Shaw & Co., Inc.258,454$16.1M0.02%––
Comerica Bank244,305$16.0M0.10%––
American Century Companies Inc254,075$15.8M0.01%––
MetLife Investment Management251,789$15.7M0.14%––
Creative Planning249,490$15.5M0.03%––
ExodusPoint Capital Management, LP247,152$15.4M0.31%––
Cornerstone Capital, Inc.243,647$15.1M1.83%––
Cubist Systematic Strategies, LLC240,484$14.9M0.19%––
Natixis238,198$14.8M0.05%––
Fukoku Mutual Life Insurance Co232,000$14.4M1.39%––
Kayne Anderson Rudnick Investment Management LLC226,416$14.1M0.04%––
Mackay Shields LLC225,687$14.0M0.10%––
State of Alaska, Department of Revenue225,685$14.0M0.15%––
Independent Advisor Alliance222,809$13.8M0.82%––
Adams Diversified Equity Fund, Inc.222,800$13.8M0.59%––
CWA Asset Management Group, LLC220,471$13.7M1.25%––
Financial Counselors Inc216,048$13.4M0.31%––
Willis Investment Counsel212,680$13.2M0.80%––
Nichols & Pratt Advisers LLP211,946$13.2M1.03%––
Nomura Asset Management Co Ltd211,205$13.1M0.08%––
Gulf International Bank (UK) Ltd210,103$13.1M0.18%––
Utah Retirement Systems202,872$12.6M0.18%––
HITE Hedge Asset Management LLC199,501$12.4M1.86%––
Sadoff Investment Management LLC193,711$12.0M0.84%––
Allianz Asset Management GmbH192,637$12.0M0.01%––
Public Employees Retirement Association of Colorado188,192$11.7M0.05%––
State of Tennessee, Treasury Department187,880$11.7M0.05%––
DekaBank Deutsche Girozentrale187,748$11.6M0.04%––
Verity & Verity, LLC186,762$11.5M1.86%––
Richard C. Young & CO., LTD.184,019$11.4M1.52%––
Kestra Advisory Services, LLC183,921$11.4M0.15%––
Alberta Investment Management Corp182,400$11.3M0.10%––
Susquehanna International Group, LLP182,307$11.3M0.01%––
Schroder Investment Management Group180,178$11.2M0.01%––
MML Investors Services, LLC178,962$11.1M0.11%––
Zurcher Kantonalbank (Zurich Cantonalbank)176,902$11.0M0.07%––
Texas Permanent School Fund176,435$11.0M0.14%––
Teacher Retirement System of Texas174,320$10.8M0.06%––
Forsta Ap-Fonden174,300$10.8M0.15%––
British Columbia Investment Management Corp173,551$10.8M0.08%––
Commerce Bank172,487$10.7M0.08%––
Balyasny Asset Management LLC172,449$10.7M0.06%––
Prudential PLC172,142$10.7M0.07%––
Virginia Retirement Systems Et Al170,000$10.6M0.10%––
CIBC Asset Management Inc169,489$10.5M0.04%––
Maryland Capital Management166,973$10.4M0.69%––
Calamos Advisors LLC164,093$10.2M0.06%––
Connor, Clark & Lunn Investment Management Ltd.163,657$10.2M0.06%––
Arbor Wealth Management, LLC163,576$10.2M3.00%––