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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 593,618 | $35.9M | 1.85% | +13,538+2.3% | Added |
| Advisor Group Holdings, Inc. | 580,529 | $35.1M | 0.08% | −32,333−5.3% | Reduced |
| Natixis Advisors, L.P. | 580,735 | $35.1M | 0.17% | +28,732+5.2% | Added |
| Mackenzie Financial Corp | 571,714 | $34.6M | 0.05% | +35,305+6.6% | Added |
| Asset Management One Co.,Ltd. | 568,454 | $34.4M | 0.13% | −17,664−3.0% | Reduced |
| Capital Investment Advisors, LLC | 559,680 | $33.9M | 1.17% | +30,875+5.8% | Added |
| Energy Income Partners, LLC | 554,594 | $33.6M | 0.82% | −346,956−38.5% | Reduced |
| Mawer Investment Management Ltd. | 551,744 | $33.4M | 0.17% | +551,744 | New |
| Jennison Associates LLC | 542,886 | $32.9M | 0.02% | −422,824−43.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 535,702 | $32.4M | 0.07% | +535,702 | New |
| Toronto Dominion Bank | 534,438 | $32.3M | 0.05% | −90,247−14.4% | Reduced |
| Putnam Investments LLC | 530,366 | $32.1M | 0.05% | −113,540−17.6% | Reduced |
| Marshall Wace, LLP | 526,237 | $31.8M | 0.17% | +398,866+313.2% | Added |
| Voya Investment Management LLC | 509,588 | $30.8M | 0.06% | −19,072−3.6% | Reduced |
| Qube Research & Technologies Ltd | 507,430 | $30.7M | 0.38% | +507,430 | New |
| Standard Life Aberdeen plc | 500,945 | $30.3M | 0.07% | −42,440−7.8% | Reduced |
| Bank of Nova Scotia | 500,763 | $30.3M | 0.06% | +1,137+0.2% | Added |
| Vaughan David Investments LLC | 499,035 | $30.2M | 0.94% | +13,225+2.7% | Added |
| CWM, LLC | 476,778 | $28.9M | 0.23% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 453,039 | $27.4M | 0.05% | −20,240−4.3% | Reduced |
| Gabelli Funds LLC | 451,900 | $27.3M | 0.17% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 445,394 | $27.0M | 0.16% | −1,690−0.4% | Reduced |
| Capital Advisors Inc | 444,903 | $26.9M | 0.81% | +20,041+4.7% | Added |
| Hyman Charles D | 437,876 | $26.5M | 1.85% | −1,243−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 426,375 | $25.8M | 0.06% | +34,633+8.8% | Added |
| TD Asset Management Inc | 402,352 | $25.7M | 0.03% | +28,768+7.7% | Added |
| Hennessy Advisors Inc | 422,400 | $25.6M | 1.42% | −6,000−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 410,900 | $24.9M | 0.05% | −8,700−2.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 410,193 | $24.8M | 0.14% | +54,612+15.4% | Added |
| Bollard Group LLC | 399,178 | $24.2M | 0.77% | +14,003+3.6% | Added |
| Alps Advisors Inc | 399,061 | $24.1M | 0.21% | +7,171+1.8% | Added |
| Martingale Asset Management L P | 394,427 | $23.9M | 0.27% | +18,400+4.9% | Added |
| Retirement Systems of Alabama | 387,249 | $23.4M | 0.08% | −6,854−1.7% | Reduced |
| Edgar Lomax Co | 382,645 | $23.2M | 1.44% | −15,150−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 378,477 | $22.9M | 0.11% | +2,000+0.5% | Added |
| STRS Ohio | 374,780 | $22.7M | 0.08% | −38,087−9.2% | Reduced |
| Royal London Asset Management Ltd | 371,714 | $22.5M | 0.09% | −22,161−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 367,751 | $22.3M | 0.11% | −957−0.3% | Reduced |
| AQR Capital Management LLC | 362,692 | $21.9M | 0.04% | +49,756+15.9% | Added |
| Guggenheim Capital LLC | 356,254 | $21.6M | 0.13% | +19,336+5.7% | Added |
| SEI Investments Co | 352,486 | $21.4M | 0.05% | −120,137−25.4% | Reduced |
| USS Investment Management Ltd | 349,427 | $21.1M | 0.17% | 00.0% | Unchanged |
| US Bancorp | 346,555 | $21.0M | 0.04% | −5,378−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 329,853 | $20.9M | 0.27% | +5,103+1.6% | Added |
| QS Investors, LLC | 342,029 | $20.7M | 0.24% | +259,331+313.6% | Added |
| Aviva PLC | 341,681 | $20.7M | 0.09% | −10,144−2.9% | Reduced |
| Janney Montgomery Scott LLC | 338,604 | $20.5M | 0.09% | +12,408+3.8% | Added |
| Liberty One Investment Management, LLC | 338,369 | $20.5M | 3.46% | +5,923+1.8% | Added |
| GW Henssler & Associates Ltd | 335,711 | $20.3M | 1.34% | +991+0.3% | Added |
| Teacher Retirement System of Texas | 321,719 | $19.5M | 0.11% | +147,399+84.6% | Added |
| American Century Companies Inc | 321,077 | $19.4M | 0.01% | +67,002+26.4% | Added |
| Norris Perne & French LLP | 320,650 | $19.4M | 1.67% | +5,110+1.6% | Added |
| Regions Financial Corp | 315,578 | $19.1M | 0.17% | −31,628−9.1% | Reduced |
| American International Group, Inc. | 309,730 | $18.7M | 0.08% | −2,881−0.9% | Reduced |
| Amalgamated Bank | 298,617 | $18.1M | 0.14% | +240,882+417.2% | Added |
| Arizona State Retirement System | 296,036 | $17.9M | 0.15% | −1,617−0.5% | Reduced |
| Baird Financial Group, Inc. | 293,582 | $17.8M | 0.05% | −10,229−3.4% | Reduced |
| Cubist Systematic Strategies, LLC | 291,148 | $17.6M | 0.20% | +50,664+21.1% | Added |
| Northwestern Mutual Wealth Management Co | 283,917 | $17.2M | 0.03% | +14,204+5.3% | Added |
| Wade G W & Inc | 281,824 | $17.1M | 0.82% | +5,826+2.1% | Added |
| Comerica Bank | 249,878 | $16.6M | 0.10% | +5,573+2.3% | Added |
| Janus Henderson Group PLC | 267,192 | $16.2M | 0.01% | −24,160−8.3% | Reduced |
| State of Michigan Retirement System | 266,082 | $16.1M | 0.09% | +900+0.3% | Added |
| Davidson Investment Advisors | 265,494 | $16.1M | 1.29% | −4,420−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 264,129 | $16.0M | 0.02% | +5,675+2.2% | Added |
| Susquehanna International Group, LLP | 252,799 | $15.3M | 0.02% | +70,492+38.7% | Added |
| Two Sigma Advisers, LP | 250,900 | $15.2M | 0.04% | −1,468,200−85.4% | Reduced |
| MetLife Investment Management | 245,438 | $14.9M | 0.13% | −6,351−2.5% | Reduced |
| Cornerstone Capital, Inc. | 244,770 | $14.8M | 1.68% | +1,123+0.5% | Added |
| CWA Asset Management Group, LLC | 239,800 | $14.7M | 1.20% | +19,329+8.8% | Added |
| 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 |
| Fukoku Mutual Life Insurance Co | 232,000 | $14.0M | 1.12% | 00.0% | Unchanged |
| Independent Advisor Alliance | 228,838 | $13.8M | 0.76% | +6,029+2.7% | Added |
| Creative Planning | 224,539 | $13.6M | 0.02% | −24,951−10.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 219,899 | $13.3M | 0.03% | −6,517−2.9% | Reduced |
| Tudor Investment Corp Et Al | 217,247 | $13.1M | 0.27% | +175,205+416.7% | Added |
| Financial Counselors Inc | 216,634 | $13.1M | 0.28% | +586+0.3% | Added |
| Calamos Advisors LLC | 212,624 | $12.9M | 0.06% | +48,531+29.6% | Added |
| Nomura Asset Management Co Ltd | 212,289 | $12.8M | 0.07% | +1,084+0.5% | Added |
| Nichols & Pratt Advisers LLP | 210,856 | $12.8M | 0.96% | −1,090−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 209,353 | $12.7M | 0.16% | −750−0.4% | Reduced |
| DnB Asset Management AS | 208,665 | $12.6M | 0.08% | +66,063+46.3% | Added |
| Willis Investment Counsel | 208,180 | $12.6M | 0.74% | −4,500−2.1% | Reduced |
| Utah Retirement Systems | 201,672 | $12.2M | 0.16% | −1,200−0.6% | Reduced |
| Alberta Investment Management Corp | 198,000 | $12.0M | 0.10% | +15,600+8.6% | Added |
| State of Alaska, Department of Revenue | 197,247 | $11.9M | 0.12% | −28,438−12.6% | Reduced |
| British Columbia Investment Management Corp | 195,472 | $11.8M | 0.07% | +21,921+12.6% | Added |
| AXA S.A. | 192,042 | $11.6M | 0.03% | +71,427+59.2% | Added |
| Sadoff Investment Management LLC | 191,786 | $11.6M | 0.77% | −1,925−1.0% | Reduced |
| Captrust Financial Advisors | 190,307 | $11.5M | 0.11% | +38,523+25.4% | Added |
| Richard C. Young & CO., LTD. | 190,049 | $11.5M | 1.46% | +6,030+3.3% | Added |
| MML Investors Services, LLC | 189,006 | $11.4M | 0.10% | +10,044+5.6% | Added |
| State of Tennessee, Treasury Department | 188,563 | $11.4M | 0.04% | +683+0.4% | Added |
| ProShare Advisors LLC | 186,755 | $11.3M | 0.03% | +44,256+31.1% | Added |
| Verity & Verity, LLC | 186,660 | $11.3M | 1.78% | −102−0.1% | Reduced |
| Squarepoint Ops LLC | 185,694 | $11.2M | 0.08% | −87,175−31.9% | Reduced |
| Kestra Advisory Services, LLC | 181,146 | $11.0M | 0.12% | −2,775−1.5% | Reduced |
| Texas Permanent School Fund | 175,869 | $10.6M | 0.12% | −566−0.3% | Reduced |
| Van Eck Associates Corp | 175,117 | $10.6M | 0.03% | +12,827+7.9% | Added |