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 |
|---|---|---|---|---|---|
| Energy Income Partners, LLC | 554,594 | $33.6M | 0.82% | −346,956−38.5% | Reduced |
| Capital Investment Advisors, LLC | 559,680 | $33.9M | 1.17% | +30,875+5.8% | Added |
| Asset Management One Co.,Ltd. | 568,454 | $34.4M | 0.13% | −17,664−3.0% | Reduced |
| Mackenzie Financial Corp | 571,714 | $34.6M | 0.05% | +35,305+6.6% | Added |
| Natixis Advisors, L.P. | 580,735 | $35.1M | 0.17% | +28,732+5.2% | Added |
| Advisor Group Holdings, Inc. | 580,529 | $35.1M | 0.08% | −32,333−5.3% | Reduced |
| InterOcean Capital Group, LLC | 593,618 | $35.9M | 1.85% | +13,538+2.3% | Added |
| Citadel Advisors LLC | 600,047 | $36.3M | 0.04% | +188,636+45.9% | Added |
| The PNC Financial Services Group, Inc. | 603,521 | $36.5M | 0.03% | −4,148−0.7% | Reduced |
| Panagora Asset Management Inc | 603,945 | $36.5M | 0.20% | +456,413+309.4% | Added |
| Amundi | 612,462 | $37.1M | 0.03% | +612,462 | New |
| Raymond James Financial Services Advisors, Inc. | 619,480 | $37.5M | 0.08% | +499+0.1% | Added |
| SG Americas Securities, LLC | 623,143 | $37.7M | 0.19% | +464,372+292.5% | Added |
| State of New Jersey Common Pension Fund D | 627,151 | $37.9M | 0.12% | −2490.0% | Reduced |
| AMP Capital Investors Ltd | 633,550 | $38.3M | 0.18% | −50,451−7.4% | Reduced |
| Welch Group, LLC | 638,375 | $38.6M | 2.63% | +9,517+1.5% | Added |
| Clark Capital Management Group, Inc. | 640,110 | $38.7M | 0.54% | −262,607−29.1% | Reduced |
| Great West Life Assurance Co | 649,103 | $39.3M | 0.09% | −53,722−7.6% | Reduced |
| Public Employees Retirement System of Ohio | 676,150 | $40.9M | 0.14% | −2,435−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 682,957 | $41.3M | 0.14% | −33,820−4.7% | Reduced |
| Korea Investment CORP | 688,872 | $41.7M | 0.12% | +72,578+11.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 710,765 | $43.0M | 0.48% | +187,356+35.8% | Added |
| HighTower Advisors, LLC | 716,392 | $43.4M | 0.13% | +48,421+7.2% | Added |
| Russell Investments Group, Ltd. | 750,308 | $45.4M | 0.08% | +35,464+5.0% | Added |
| ExodusPoint Capital Management, LP | 782,265 | $47.3M | 0.74% | +535,113+216.5% | Added |
| Commonwealth Equity Services, LLC | 803,555 | $48.6M | 0.12% | −82,059−9.3% | Reduced |
| State of Wisconsin Investment Board | 809,270 | $49.0M | 0.10% | −32,731−3.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 839,084 | $50.9M | 0.11% | −105,395−11.2% | Reduced |
| Stifel Financial Corp | 848,679 | $51.4M | 0.08% | +53,889+6.8% | Added |
| Voloridge Investment Management, LLC | 850,696 | $51.5M | 0.36% | +251,142+41.9% | Added |
| Zacks Investment Management | 902,585 | $54.6M | 0.88% | +45,320+5.3% | Added |
| HSBC Holdings PLC | 974,436 | $58.9M | 0.07% | −14,556−1.5% | Reduced |
| Nordea Investment Management AB | 987,536 | $59.8M | 0.08% | −73,470−6.9% | Reduced |
| Brandywine Global Investment Management, LLC | 1,018,668 | $61.6M | 0.46% | +886,732+672.1% | Added |
| Macquarie Group Ltd | 1,024,924 | $62.0M | 0.05% | +124,004+13.8% | Added |
| Marshall Wace North America L.P. | 1,028,394 | $62.2M | 0.26% | +907,521+750.8% | Added |
| Personal Capital Advisors Corp | 1,062,286 | $64.3M | 0.33% | +70,241+7.1% | Added |
| BNP Paribas Arbitrage, SA | 1,075,235 | $65.1M | 0.13% | +460,201+74.8% | Added |
| Victory Capital Management Inc | 1,107,755 | $67.0M | 0.06% | +290,411+35.5% | Added |
| Reaves W H & Co Inc | 1,130,252 | $68.4M | 2.22% | +6,171+0.5% | Added |
| Truist Financial Corp | 1,143,617 | $69.2M | 0.11% | −32,138−2.7% | Reduced |
| LPL Financial LLC | 1,198,928 | $72.5M | 0.07% | +39,467+3.4% | Added |
| Old Republic International Corporation | 1,238,500 | $74.9M | 1.45% | +180,000+17.0% | Added |
| Cohen & Steers, Inc. | 1,241,054 | $75.1M | 0.14% | −1,617,768−56.6% | Reduced |
| Envestnet Asset Management Inc | 1,257,963 | $76.1M | 0.04% | +85,480+7.3% | Added |
| New York State Teachers Retirement System | 1,261,113 | $76.3M | 0.16% | −23,996−1.9% | Reduced |
| Principal Financial Group Inc | 1,263,907 | $76.5M | 0.05% | +25,228+2.0% | Added |
| Prudential Financial Inc | 1,273,654 | $77.1M | 0.11% | +233,613+22.5% | Added |
| Millennium Management LLC | 1,296,265 | $78.4M | 0.10% | +891,724+220.4% | Added |
| Alliancebernstein L.P. | 1,297,202 | $78.5M | 0.03% | −39,517−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,359,499 | $82.3M | 0.16% | −80,311−5.6% | Reduced |
| Citigroup Inc | 1,378,568 | $83.4M | 0.07% | +361,516+35.5% | Added |
| Credit Suisse AG | 1,382,689 | $83.6M | 0.07% | −198,736−12.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,403,116 | $84.9M | 0.07% | −57,738−4.0% | Reduced |
| Two Sigma Investments, LP | 1,487,880 | $90.0M | 0.24% | −491,257−24.8% | Reduced |
| Renaissance Technologies LLC | 1,507,331 | $91.2M | 0.11% | +1,007,931+201.8% | Added |
| Synovus Financial Corp | 1,518,073 | $91.9M | 0.91% | +17,369+1.2% | Added |
| National Pension Service | 1,595,899 | $96.6M | 0.18% | +23,997+1.5% | Added |
| Duff & Phelps Investment Management Co | 1,703,822 | $103.1M | 1.34% | −26,028−1.5% | Reduced |
| California State Teachers Retirement System | 1,800,722 | $109.0M | 0.14% | −33,332−1.8% | Reduced |
| Rhumbline Advisers | 1,823,080 | $110.3M | 0.14% | −38,858−2.1% | Reduced |
| First Trust Advisors LP | 1,828,883 | $110.7M | 0.12% | −19,118−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 1,857,608 | $112.4M | 0.23% | −103,887−5.3% | Reduced |
| Dimensional Fund Advisors LP | 1,912,285 | $115.7M | 0.04% | −11,984−0.6% | Reduced |
| Canada Pension Plan Investment Board | 1,912,965 | $115.8M | 0.14% | −492,407−20.5% | Reduced |
| JPMorgan Chase & Co | 1,921,955 | $116.3M | 0.01% | −834,000−30.3% | Reduced |
| UBS Group AG | 1,957,430 | $118.4M | 0.05% | +57,606+3.0% | Added |
| Confluence Investment Management LLC | 1,970,190 | $119.2M | 1.58% | +16,162+0.8% | Added |
| New York State Common Retirement Fund | 2,017,430 | $122.1M | 0.13% | −7,243−0.4% | Reduced |
| Bank of Montreal | 2,055,410 | $126.1M | 0.07% | +201,181+10.8% | Added |
| Raymond James & Associates | 2,170,589 | $131.3M | 0.12% | −18,804−0.9% | Reduced |
| Zimmer Partners, LP | 2,200,351 | $133.1M | 1.85% | +862,700+64.5% | Added |
| Ameriprise Financial Inc | 2,224,270 | $134.6M | 0.04% | −81,543−3.5% | Reduced |
| Barclays PLC | 2,242,934 | $135.7M | 0.11% | +813,213+56.9% | Added |
| Deutsche Bank AG | 2,274,985 | $137.7M | 0.07% | +549,661+31.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,297,224 | $139.0M | 0.42% | −173,492−7.0% | Reduced |
| Wellington Management Group LLP | 2,366,995 | $143.2M | 0.02% | −691,065−22.6% | Reduced |
| APG Asset Management N.V. | 2,972,565 | $151.7M | 0.26% | −109,700−3.6% | Reduced |
| ClearBridge Investments Ltd | 2,559,452 | $154.9M | 5.90% | +422,791+19.8% | Added |
| Royal Bank of Canada | 3,238,939 | $196.0M | 0.05% | +773,340+31.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,437,188 | $208.0M | 0.12% | −200,668−5.5% | Reduced |
| UBS Asset Management Americas Inc | 3,496,859 | $211.6M | 0.09% | −294,832−7.8% | Reduced |
| Parametric Portfolio Associates LLC | 3,732,360 | $225.8M | 0.13% | +98,565+2.7% | Added |
| Nuveen Asset Management, LLC | 3,859,801 | $233.6M | 0.07% | +51,597+1.4% | Added |
| Goldman Sachs Group Inc | 4,090,891 | $247.5M | 0.07% | +97,904+2.5% | Added |
| Swiss National Bank | 4,308,347 | $260.7M | 0.16% | −1,139,172−20.9% | Reduced |
| Wells Fargo & Company | 4,919,101 | $297.7M | 0.07% | +184,479+3.9% | Added |
| Pictet Asset Management Ltd | 4,921,824 | $297.8M | 0.33% | −329,449−6.3% | Reduced |
| Norges Bank | 4,962,741 | $300.3M | 0.07% | −1,197,610−19.4% | Reduced |
| Charles Schwab Investment Management Inc | 4,966,479 | $300.5M | 0.10% | +158,960+3.3% | Added |
| Morgan Stanley | 5,433,970 | $328.8M | 0.04% | +1,064,450+24.4% | Added |
| Invesco Ltd. | 5,760,644 | $348.6M | 0.09% | +2,246,542+63.9% | Added |
| Federated Hermes, Inc. | 6,579,973 | $398.2M | 0.74% | +68,322+1.0% | Added |
| Bank of New York Mellon Corp | 8,025,657 | $485.6M | 0.09% | −1,944,014−19.5% | Reduced |
| California Public Employees Retirement System | 8,104,254 | $490.4M | 0.37% | −40,297−0.5% | Reduced |
| Bank of America Corp | 8,819,970 | $533.7M | 0.06% | +308,718+3.6% | Added |
| Legal & General Group Plc | 10,600,757 | $641.5M | 0.21% | −119,644−1.1% | Reduced |
| Capital Research Global Investors | 11,576,162 | $700.5M | 0.16% | +1,699,362+17.2% | Added |
| Northern Trust Corp | 11,730,964 | $709.8M | 0.13% | −373,042−3.1% | Reduced |
| Geode Capital Management, LLC | 15,889,017 | $959.0M | 0.13% | +607,206+4.0% | Added |