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.
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 | 2,371 | $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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 167,792 | $10.2M | 0.06% | +65,381+63.8% | Added |
| CIBC Asset Management Inc | 169,576 | $10.3M | 0.04% | +87+0.1% | Added |
| DekaBank Deutsche Girozentrale | 171,302 | $10.3M | 0.03% | −16,446−8.8% | Reduced |
| Arbor Wealth Management, LLC | 172,359 | $10.4M | 2.57% | +8,783+5.4% | Added |
| Public Employees Retirement Association of Colorado | 173,104 | $10.5M | 0.05% | −15,088−8.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 173,922 | $10.5M | 0.06% | −2,980−1.7% | Reduced |
| Commerce Bank | 174,204 | $10.5M | 0.07% | +1,717+1.0% | Added |
| Van Eck Associates Corp | 175,117 | $10.6M | 0.03% | +12,827+7.9% | Added |
| Texas Permanent School Fund | 175,869 | $10.6M | 0.12% | −566−0.3% | Reduced |
| Kestra Advisory Services, LLC | 181,146 | $11.0M | 0.12% | −2,775−1.5% | Reduced |
| Squarepoint Ops LLC | 185,694 | $11.2M | 0.08% | −87,175−31.9% | Reduced |
| Verity & Verity, LLC | 186,660 | $11.3M | 1.78% | −102−0.1% | Reduced |
| ProShare Advisors LLC | 186,755 | $11.3M | 0.03% | +44,256+31.1% | Added |
| State of Tennessee, Treasury Department | 188,563 | $11.4M | 0.04% | +683+0.4% | Added |
| MML Investors Services, LLC | 189,006 | $11.4M | 0.10% | +10,044+5.6% | Added |
| Richard C. Young & CO., LTD. | 190,049 | $11.5M | 1.46% | +6,030+3.3% | Added |
| Captrust Financial Advisors | 190,307 | $11.5M | 0.11% | +38,523+25.4% | Added |
| Sadoff Investment Management LLC | 191,786 | $11.6M | 0.77% | −1,925−1.0% | Reduced |
| AXA S.A. | 192,042 | $11.6M | 0.03% | +71,427+59.2% | Added |
| British Columbia Investment Management Corp | 195,472 | $11.8M | 0.07% | +21,921+12.6% | Added |
| State of Alaska, Department of Revenue | 197,247 | $11.9M | 0.12% | −28,438−12.6% | Reduced |
| Alberta Investment Management Corp | 198,000 | $12.0M | 0.10% | +15,600+8.6% | Added |
| Utah Retirement Systems | 201,672 | $12.2M | 0.16% | −1,200−0.6% | Reduced |
| Willis Investment Counsel | 208,180 | $12.6M | 0.74% | −4,500−2.1% | Reduced |
| DnB Asset Management AS | 208,665 | $12.6M | 0.08% | +66,063+46.3% | Added |
| Gulf International Bank (UK) Ltd | 209,353 | $12.7M | 0.16% | −750−0.4% | Reduced |
| Nichols & Pratt Advisers LLP | 210,856 | $12.8M | 0.96% | −1,090−0.5% | Reduced |
| Nomura Asset Management Co Ltd | 212,289 | $12.8M | 0.07% | +1,084+0.5% | Added |
| Calamos Advisors LLC | 212,624 | $12.9M | 0.06% | +48,531+29.6% | Added |
| Financial Counselors Inc | 216,634 | $13.1M | 0.28% | +586+0.3% | Added |
| Tudor Investment Corp Et Al | 217,247 | $13.1M | 0.27% | +175,205+416.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 219,899 | $13.3M | 0.03% | −6,517−2.9% | Reduced |
| Creative Planning | 224,539 | $13.6M | 0.02% | −24,951−10.0% | Reduced |
| Independent Advisor Alliance | 228,838 | $13.8M | 0.76% | +6,029+2.7% | Added |
| Fukoku Mutual Life Insurance Co | 232,000 | $14.0M | 1.12% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 241,000 | $14.6M | 0.57% | +18,200+8.2% | Added |
| Forsta Ap-Fonden | 241,000 | $14.6M | 0.17% | +66,700+38.3% | Added |
| CWA Asset Management Group, LLC | 239,800 | $14.7M | 1.20% | +19,329+8.8% | Added |
| Cornerstone Capital, Inc. | 244,770 | $14.8M | 1.68% | +1,123+0.5% | Added |
| MetLife Investment Management | 245,438 | $14.9M | 0.13% | −6,351−2.5% | Reduced |
| Two Sigma Advisers, LP | 250,900 | $15.2M | 0.04% | −1,468,200−85.4% | Reduced |
| Susquehanna International Group, LLP | 252,799 | $15.3M | 0.02% | +70,492+38.7% | Added |
| D. E. Shaw & Co., Inc. | 264,129 | $16.0M | 0.02% | +5,675+2.2% | Added |
| Davidson Investment Advisors | 265,494 | $16.1M | 1.29% | −4,420−1.6% | Reduced |
| State of Michigan Retirement System | 266,082 | $16.1M | 0.09% | +900+0.3% | Added |
| Janus Henderson Group PLC | 267,192 | $16.2M | 0.01% | −24,160−8.3% | Reduced |
| Comerica Bank | 249,878 | $16.6M | 0.10% | +5,573+2.3% | Added |
| Wade G W & Inc | 281,824 | $17.1M | 0.82% | +5,826+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 283,917 | $17.2M | 0.03% | +14,204+5.3% | Added |
| Cubist Systematic Strategies, LLC | 291,148 | $17.6M | 0.20% | +50,664+21.1% | Added |
| Baird Financial Group, Inc. | 293,582 | $17.8M | 0.05% | −10,229−3.4% | Reduced |
| Arizona State Retirement System | 296,036 | $17.9M | 0.15% | −1,617−0.5% | Reduced |
| Amalgamated Bank | 298,617 | $18.1M | 0.14% | +240,882+417.2% | Added |
| American International Group, Inc. | 309,730 | $18.7M | 0.08% | −2,881−0.9% | Reduced |
| Regions Financial Corp | 315,578 | $19.1M | 0.17% | −31,628−9.1% | Reduced |
| Norris Perne & French LLP | 320,650 | $19.4M | 1.67% | +5,110+1.6% | Added |
| American Century Companies Inc | 321,077 | $19.4M | 0.01% | +67,002+26.4% | Added |
| Teacher Retirement System of Texas | 321,719 | $19.5M | 0.11% | +147,399+84.6% | Added |
| GW Henssler & Associates Ltd | 335,711 | $20.3M | 1.34% | +991+0.3% | Added |
| Liberty One Investment Management, LLC | 338,369 | $20.5M | 3.46% | +5,923+1.8% | Added |
| Janney Montgomery Scott LLC | 338,604 | $20.5M | 0.09% | +12,408+3.8% | Added |
| Aviva PLC | 341,681 | $20.7M | 0.09% | −10,144−2.9% | Reduced |
| QS Investors, LLC | 342,029 | $20.7M | 0.24% | +259,331+313.6% | Added |
| Swiss Life Asset Management Ltd | 329,853 | $20.9M | 0.27% | +5,103+1.6% | Added |
| US Bancorp | 346,555 | $21.0M | 0.04% | −5,378−1.5% | Reduced |
| USS Investment Management Ltd | 349,427 | $21.1M | 0.17% | 00.0% | Unchanged |
| SEI Investments Co | 352,486 | $21.4M | 0.05% | −120,137−25.4% | Reduced |
| Guggenheim Capital LLC | 356,254 | $21.6M | 0.13% | +19,336+5.7% | Added |
| AQR Capital Management LLC | 362,692 | $21.9M | 0.04% | +49,756+15.9% | Added |
| United Capital Financial Advisers, LLC | 367,751 | $22.3M | 0.11% | −957−0.3% | Reduced |
| Royal London Asset Management Ltd | 371,714 | $22.5M | 0.09% | −22,161−5.6% | Reduced |
| STRS Ohio | 374,780 | $22.7M | 0.08% | −38,087−9.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 378,477 | $22.9M | 0.11% | +2,000+0.5% | Added |
| Edgar Lomax Co | 382,645 | $23.2M | 1.44% | −15,150−3.8% | Reduced |
| Retirement Systems of Alabama | 387,249 | $23.4M | 0.08% | −6,854−1.7% | Reduced |
| Martingale Asset Management L P | 394,427 | $23.9M | 0.27% | +18,400+4.9% | Added |
| Alps Advisors Inc | 399,061 | $24.1M | 0.21% | +7,171+1.8% | Added |
| Bollard Group LLC | 399,178 | $24.2M | 0.77% | +14,003+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 410,193 | $24.8M | 0.14% | +54,612+15.4% | Added |
| Adage Capital Partners GP, L.L.C. | 410,900 | $24.9M | 0.05% | −8,700−2.1% | Reduced |
| Hennessy Advisors Inc | 422,400 | $25.6M | 1.42% | −6,000−1.4% | Reduced |
| TD Asset Management Inc | 402,352 | $25.7M | 0.03% | +28,768+7.7% | Added |
| Robeco Institutional Asset Management B.V. | 426,375 | $25.8M | 0.06% | +34,633+8.8% | Added |
| Hyman Charles D | 437,876 | $26.5M | 1.85% | −1,243−0.3% | Reduced |
| Capital Advisors Inc | 444,903 | $26.9M | 0.81% | +20,041+4.7% | Added |
| Treasurer of the State of North Carolina | 445,394 | $27.0M | 0.16% | −1,690−0.4% | Reduced |
| Gabelli Funds LLC | 451,900 | $27.3M | 0.17% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 453,039 | $27.4M | 0.05% | −20,240−4.3% | Reduced |
| CWM, LLC | 476,778 | $28.9M | 0.23% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 499,035 | $30.2M | 0.94% | +13,225+2.7% | Added |
| Bank of Nova Scotia | 500,763 | $30.3M | 0.06% | +1,137+0.2% | Added |
| Standard Life Aberdeen plc | 500,945 | $30.3M | 0.07% | −42,440−7.8% | Reduced |
| Qube Research & Technologies Ltd | 507,430 | $30.7M | 0.38% | +507,430 | New |
| Voya Investment Management LLC | 509,588 | $30.8M | 0.06% | −19,072−3.6% | Reduced |
| Marshall Wace, LLP | 526,237 | $31.8M | 0.17% | +398,866+313.2% | Added |
| Putnam Investments LLC | 530,366 | $32.1M | 0.05% | −113,540−17.6% | Reduced |
| Toronto Dominion Bank | 534,438 | $32.3M | 0.05% | −90,247−14.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 535,702 | $32.4M | 0.07% | +535,702 | New |
| Jennison Associates LLC | 542,886 | $32.9M | 0.02% | −422,824−43.8% | Reduced |
| Mawer Investment Management Ltd. | 551,744 | $33.4M | 0.17% | +551,744 | New |