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.
13F holders, Q2 2021
Institutional positions in Southern Co as of Jun 30, 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
- 1,508
- +34 vs. Q1 2021
- Shares held
- 632.8M
- +2.38M (+0.4%) vs. Q1 2021
- Total value
- $38.3B
- −$887.4M (−2.3%) vs. Q1 2021
- New holders
- 125
- 634 more added
- Sold out
- 91
- 509 more reduced
17 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,370 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 90,175,199 | $5.46B | 0.14% | +471,093+0.5% | Added |
| BlackRock Inc. | 75,047,966 | $4.54B | 0.13% | +3,064,645+4.3% | Added |
| State Street Corp | 51,942,303 | $3.14B | 0.17% | +55,671+0.1% | Added |
| Price T Rowe Associates Inc | 36,050,775 | $2.18B | 0.20% | −7,889,585−18.0% | Reduced |
| Massachusetts Financial Services Co | 31,262,651 | $1.89B | 0.55% | −712,371−2.2% | Reduced |
| Franklin Resources Inc | 28,581,880 | $1.73B | 0.66% | −2,332,155−7.5% | Reduced |
| FMR LLC | 22,647,246 | $1.37B | 0.11% | +1,626,550+7.7% | Added |
| Geode Capital Management, LLC | 15,889,017 | $959.0M | 0.13% | +607,206+4.0% | Added |
| Northern Trust Corp | 11,730,964 | $709.8M | 0.13% | −373,042−3.1% | Reduced |
| Capital Research Global Investors | 11,576,162 | $700.5M | 0.16% | +1,699,362+17.2% | Added |
| Legal & General Group Plc | 10,600,757 | $641.5M | 0.21% | −119,644−1.1% | Reduced |
| Bank of America Corp | 8,819,970 | $533.7M | 0.06% | +308,718+3.6% | Added |
| California Public Employees Retirement System | 8,104,254 | $490.4M | 0.37% | −40,297−0.5% | Reduced |
| Bank of New York Mellon Corp | 8,025,657 | $485.6M | 0.09% | −1,944,014−19.5% | Reduced |
| Federated Hermes, Inc. | 6,579,973 | $398.2M | 0.74% | +68,322+1.0% | Added |
| Invesco Ltd. | 5,760,644 | $348.6M | 0.09% | +2,246,542+63.9% | Added |
| Morgan Stanley | 5,433,970 | $328.8M | 0.04% | +1,064,450+24.4% | Added |
| Charles Schwab Investment Management Inc | 4,966,479 | $300.5M | 0.10% | +158,960+3.3% | Added |
| Norges Bank | 4,962,741 | $300.3M | 0.07% | −1,197,610−19.4% | Reduced |
| Pictet Asset Management Ltd | 4,921,824 | $297.8M | 0.33% | −329,449−6.3% | Reduced |
| Wells Fargo & Company | 4,919,101 | $297.7M | 0.07% | +184,479+3.9% | Added |
| Swiss National Bank | 4,308,347 | $260.7M | 0.16% | −1,139,172−20.9% | Reduced |
| Goldman Sachs Group Inc | 4,090,891 | $247.5M | 0.07% | +97,904+2.5% | Added |
| Nuveen Asset Management, LLC | 3,859,801 | $233.6M | 0.07% | +51,597+1.4% | Added |
| Parametric Portfolio Associates LLC | 3,732,360 | $225.8M | 0.13% | +98,565+2.7% | Added |
| UBS Asset Management Americas Inc | 3,496,859 | $211.6M | 0.09% | −294,832−7.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,437,188 | $208.0M | 0.12% | −200,668−5.5% | Reduced |
| Royal Bank of Canada | 3,238,939 | $196.0M | 0.05% | +773,340+31.4% | Added |
| ClearBridge Investments Ltd | 2,559,452 | $154.9M | 5.90% | +422,791+19.8% | Added |
| APG Asset Management N.V. | 2,972,565 | $151.7M | 0.26% | −109,700−3.6% | Reduced |
| Wellington Management Group LLP | 2,366,995 | $143.2M | 0.02% | −691,065−22.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,297,224 | $139.0M | 0.42% | −173,492−7.0% | Reduced |
| Deutsche Bank AG | 2,274,985 | $137.7M | 0.07% | +549,661+31.9% | Added |
| Barclays PLC | 2,242,934 | $135.7M | 0.11% | +813,213+56.9% | Added |
| Ameriprise Financial Inc | 2,224,270 | $134.6M | 0.04% | −81,543−3.5% | Reduced |
| Zimmer Partners, LP | 2,200,351 | $133.1M | 1.85% | +862,700+64.5% | Added |
| Raymond James & Associates | 2,170,589 | $131.3M | 0.12% | −18,804−0.9% | Reduced |
| Bank of Montreal | 2,055,410 | $126.1M | 0.07% | +201,181+10.8% | Added |
| New York State Common Retirement Fund | 2,017,430 | $122.1M | 0.13% | −7,243−0.4% | Reduced |
| Confluence Investment Management LLC | 1,970,190 | $119.2M | 1.58% | +16,162+0.8% | Added |
| UBS Group AG | 1,957,430 | $118.4M | 0.05% | +57,606+3.0% | Added |
| JPMorgan Chase & Co | 1,921,955 | $116.3M | 0.01% | −834,000−30.3% | Reduced |
| Canada Pension Plan Investment Board | 1,912,965 | $115.8M | 0.14% | −492,407−20.5% | Reduced |
| Dimensional Fund Advisors LP | 1,912,285 | $115.7M | 0.04% | −11,984−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,857,608 | $112.4M | 0.23% | −103,887−5.3% | Reduced |
| First Trust Advisors LP | 1,828,883 | $110.7M | 0.12% | −19,118−1.0% | Reduced |
| Rhumbline Advisers | 1,823,080 | $110.3M | 0.14% | −38,858−2.1% | Reduced |
| California State Teachers Retirement System | 1,800,722 | $109.0M | 0.14% | −33,332−1.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,703,822 | $103.1M | 1.34% | −26,028−1.5% | Reduced |
| National Pension Service | 1,595,899 | $96.6M | 0.18% | +23,997+1.5% | Added |
| Synovus Financial Corp | 1,518,073 | $91.9M | 0.91% | +17,369+1.2% | Added |
| Renaissance Technologies LLC | 1,507,331 | $91.2M | 0.11% | +1,007,931+201.8% | Added |
| Two Sigma Investments, LP | 1,487,880 | $90.0M | 0.24% | −491,257−24.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,403,116 | $84.9M | 0.07% | −57,738−4.0% | Reduced |
| Credit Suisse AG | 1,382,689 | $83.6M | 0.07% | −198,736−12.6% | Reduced |
| Citigroup Inc | 1,378,568 | $83.4M | 0.07% | +361,516+35.5% | Added |
| State Board of Administration of Florida Retirement System | 1,359,499 | $82.3M | 0.16% | −80,311−5.6% | Reduced |
| Alliancebernstein L.P. | 1,297,202 | $78.5M | 0.03% | −39,517−3.0% | Reduced |
| Millennium Management LLC | 1,296,265 | $78.4M | 0.10% | +891,724+220.4% | Added |
| Prudential Financial Inc | 1,273,654 | $77.1M | 0.11% | +233,613+22.5% | Added |
| Principal Financial Group Inc | 1,263,907 | $76.5M | 0.05% | +25,228+2.0% | Added |
| New York State Teachers Retirement System | 1,261,113 | $76.3M | 0.16% | −23,996−1.9% | Reduced |
| Envestnet Asset Management Inc | 1,257,963 | $76.1M | 0.04% | +85,480+7.3% | Added |
| Cohen & Steers, Inc. | 1,241,054 | $75.1M | 0.14% | −1,617,768−56.6% | Reduced |
| Old Republic International Corporation | 1,238,500 | $74.9M | 1.45% | +180,000+17.0% | Added |
| LPL Financial LLC | 1,198,928 | $72.5M | 0.07% | +39,467+3.4% | Added |
| Truist Financial Corp | 1,143,617 | $69.2M | 0.11% | −32,138−2.7% | Reduced |
| Reaves W H & Co Inc | 1,130,252 | $68.4M | 2.22% | +6,171+0.5% | Added |
| Victory Capital Management Inc | 1,107,755 | $67.0M | 0.06% | +290,411+35.5% | Added |
| BNP Paribas Arbitrage, SA | 1,075,235 | $65.1M | 0.13% | +460,201+74.8% | Added |
| Personal Capital Advisors Corp | 1,062,286 | $64.3M | 0.33% | +70,241+7.1% | Added |
| Marshall Wace North America L.P. | 1,028,394 | $62.2M | 0.26% | +907,521+750.8% | Added |
| Macquarie Group Ltd | 1,024,924 | $62.0M | 0.05% | +124,004+13.8% | Added |
| Brandywine Global Investment Management, LLC | 1,018,668 | $61.6M | 0.46% | +886,732+672.1% | Added |
| Nordea Investment Management AB | 987,536 | $59.8M | 0.08% | −73,470−6.9% | Reduced |
| HSBC Holdings PLC | 974,436 | $58.9M | 0.07% | −14,556−1.5% | Reduced |
| Zacks Investment Management | 902,585 | $54.6M | 0.88% | +45,320+5.3% | Added |
| Voloridge Investment Management, LLC | 850,696 | $51.5M | 0.36% | +251,142+41.9% | Added |
| Stifel Financial Corp | 848,679 | $51.4M | 0.08% | +53,889+6.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 839,084 | $50.9M | 0.11% | −105,395−11.2% | Reduced |
| State of Wisconsin Investment Board | 809,270 | $49.0M | 0.10% | −32,731−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 803,555 | $48.6M | 0.12% | −82,059−9.3% | Reduced |
| ExodusPoint Capital Management, LP | 782,265 | $47.3M | 0.74% | +535,113+216.5% | Added |
| Russell Investments Group, Ltd. | 750,308 | $45.4M | 0.08% | +35,464+5.0% | Added |
| HighTower Advisors, LLC | 716,392 | $43.4M | 0.13% | +48,421+7.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 710,765 | $43.0M | 0.48% | +187,356+35.8% | Added |
| Korea Investment CORP | 688,872 | $41.7M | 0.12% | +72,578+11.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 682,957 | $41.3M | 0.14% | −33,820−4.7% | Reduced |
| Public Employees Retirement System of Ohio | 676,150 | $40.9M | 0.14% | −2,435−0.4% | Reduced |
| Great West Life Assurance Co | 649,103 | $39.3M | 0.09% | −53,722−7.6% | Reduced |
| Clark Capital Management Group, Inc. | 640,110 | $38.7M | 0.54% | −262,607−29.1% | Reduced |
| Welch Group, LLC | 638,375 | $38.6M | 2.63% | +9,517+1.5% | Added |
| AMP Capital Investors Ltd | 633,550 | $38.3M | 0.18% | −50,451−7.4% | Reduced |
| State of New Jersey Common Pension Fund D | 627,151 | $37.9M | 0.12% | −2490.0% | Reduced |
| SG Americas Securities, LLC | 623,143 | $37.7M | 0.19% | +464,372+292.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 619,480 | $37.5M | 0.08% | +499+0.1% | Added |
| Amundi | 612,462 | $37.1M | 0.03% | +612,462 | New |
| Panagora Asset Management Inc | 603,945 | $36.5M | 0.20% | +456,413+309.4% | Added |
| The PNC Financial Services Group, Inc. | 603,521 | $36.5M | 0.03% | −4,148−0.7% | Reduced |
| Citadel Advisors LLC | 600,047 | $36.3M | 0.04% | +188,636+45.9% | Added |