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, Q3 2021
Institutional positions in Southern Co as of Sep 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
- 1,492
- +9 vs. Q2 2021
- Shares held
- 631.5M
- +4.93M (+0.8%) vs. Q2 2021
- Total value
- $39.1B
- +$1.22B (+3.2%) vs. Q2 2021
- New holders
- 95
- 602 more added
- Sold out
- 86
- 520 more reduced
25 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 90,624,018 | $5.62B | 0.14% | +448,819+0.5% | Added |
| BlackRock Inc. | 73,349,666 | $4.55B | 0.13% | −1,698,300−2.3% | Reduced |
| State Street Corp | 52,076,835 | $3.23B | 0.17% | +134,532+0.3% | Added |
| Price T Rowe Associates Inc | 35,006,805 | $2.17B | 0.20% | −1,043,970−2.9% | Reduced |
| Massachusetts Financial Services Co | 30,822,575 | $1.91B | 0.56% | −440,076−1.4% | Reduced |
| Franklin Resources Inc | 29,764,010 | $1.84B | 0.70% | +1,182,130+4.1% | Added |
| FMR LLC | 24,933,940 | $1.55B | 0.12% | +2,286,694+10.1% | Added |
| Geode Capital Management, LLC | 16,083,865 | $994.4M | 0.13% | +194,848+1.2% | Added |
| Capital Research Global Investors | 11,836,692 | $733.5M | 0.17% | +260,530+2.3% | Added |
| Northern Trust Corp | 11,495,615 | $712.4M | 0.13% | −235,349−2.0% | Reduced |
| Legal & General Group Plc | 10,525,327 | $652.3M | 0.21% | −75,430−0.7% | Reduced |
| Bank of America Corp | 8,462,109 | $524.4M | 0.06% | −357,861−4.1% | Reduced |
| California Public Employees Retirement System | 8,178,377 | $506.8M | 0.38% | +74,123+0.9% | Added |
| Bank of New York Mellon Corp | 8,025,268 | $497.3M | 0.10% | −3890.0% | Reduced |
| Federated Hermes, Inc. | 6,437,035 | $398.9M | 0.76% | −142,938−2.2% | Reduced |
| Invesco Ltd. | 6,097,054 | $377.8M | 0.10% | +336,410+5.8% | Added |
| Wells Fargo & Company | 5,378,756 | $333.3M | 0.08% | +459,655+9.3% | Added |
| Charles Schwab Investment Management Inc | 5,047,029 | $312.8M | 0.10% | +80,550+1.6% | Added |
| Morgan Stanley | 4,996,312 | $309.6M | 0.04% | −437,658−8.1% | Reduced |
| Pictet Asset Management SA | 4,754,996 | $294.7M | 0.33% | +4,754,996 | New |
| Norges Bank | 4,731,151 | $293.2M | 0.06% | −231,590−4.7% | Reduced |
| Swiss National Bank | 4,192,047 | $259.8M | 0.17% | −116,300−2.7% | Reduced |
| Goldman Sachs Group Inc | 3,804,654 | $235.8M | 0.06% | −286,237−7.0% | Reduced |
| UBS Asset Management Americas Inc | 3,755,731 | $232.7M | 0.10% | +258,872+7.4% | Added |
| Nuveen Asset Management, LLC | 3,730,921 | $231.2M | 0.07% | −128,880−3.3% | Reduced |
| Parametric Portfolio Associates LLC | 3,386,101 | $209.8M | 0.12% | −346,259−9.3% | Reduced |
| Zimmer Partners, LP | 3,281,951 | $203.4M | 3.22% | +1,081,600+49.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,262,467 | $202.2M | 0.13% | −174,721−5.1% | Reduced |
| ClearBridge Investments Ltd | 3,243,767 | $201.0M | 6.61% | +684,315+26.7% | Added |
| Royal Bank of Canada | 2,864,904 | $177.5M | 0.05% | −374,035−11.5% | Reduced |
| APG Asset Management N.V. | 2,972,265 | $158.9M | 0.28% | −3000.0% | Reduced |
| Wellington Management Group LLP | 2,503,382 | $155.1M | 0.03% | +136,387+5.8% | Added |
| Renaissance Technologies LLC | 2,446,100 | $151.6M | 0.20% | +938,769+62.3% | Added |
| Deutsche Bank AG | 2,229,589 | $138.2M | 0.07% | −45,396−2.0% | Reduced |
| Bank of Montreal | 2,186,984 | $137.0M | 0.07% | +131,574+6.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,206,324 | $136.7M | 0.44% | −90,900−4.0% | Reduced |
| Barclays PLC | 2,193,184 | $135.9M | 0.10% | −49,750−2.2% | Reduced |
| Raymond James & Associates | 2,154,827 | $133.5M | 0.12% | −15,762−0.7% | Reduced |
| Canada Pension Plan Investment Board | 2,129,075 | $131.9M | 0.15% | +216,110+11.3% | Added |
| Ameriprise Financial Inc | 1,957,725 | $121.3M | 0.04% | −266,545−12.0% | Reduced |
| New York State Common Retirement Fund | 1,955,858 | $121.2M | 0.13% | −61,572−3.1% | Reduced |
| Dimensional Fund Advisors LP | 1,903,328 | $118.0M | 0.04% | −8,957−0.5% | Reduced |
| Confluence Investment Management LLC | 1,902,760 | $117.9M | 1.65% | −67,430−3.4% | Reduced |
| JPMorgan Chase & Co | 1,888,712 | $117.0M | 0.02% | −33,243−1.7% | Reduced |
| Amundi | 1,880,002 | $116.5M | 0.08% | +1,267,540+207.0% | Added |
| Rhumbline Advisers | 1,794,370 | $111.2M | 0.15% | −28,710−1.6% | Reduced |
| First Trust Advisors LP | 1,783,683 | $110.5M | 0.12% | −45,200−2.5% | Reduced |
| California State Teachers Retirement System | 1,775,560 | $110.0M | 0.14% | −25,162−1.4% | Reduced |
| Energy Income Partners, LLC | 1,753,093 | $108.6M | 2.71% | +1,198,499+216.1% | Added |
| Duff & Phelps Investment Management Co | 1,694,903 | $105.0M | 1.37% | −8,919−0.5% | Reduced |
| National Pension Service | 1,615,454 | $100.1M | 0.19% | +19,555+1.2% | Added |
| Ensign Peak Advisors, Inc | 1,562,982 | $96.9M | 0.20% | −294,626−15.9% | Reduced |
| Synovus Financial Corp | 1,523,239 | $94.4M | 1.00% | +5,166+0.3% | Added |
| Citigroup Inc | 1,499,089 | $92.9M | 0.09% | +120,521+8.7% | Added |
| Manufacturers Life Insurance Company, The | 1,417,674 | $87.9M | 0.07% | +14,558+1.0% | Added |
| State Board of Administration of Florida Retirement System | 1,335,079 | $82.7M | 0.16% | −24,420−1.8% | Reduced |
| Envestnet Asset Management Inc | 1,333,501 | $82.6M | 0.05% | +75,538+6.0% | Added |
| UBS Group AG | 1,315,506 | $81.5M | 0.03% | −641,924−32.8% | Reduced |
| Alliancebernstein L.P. | 1,285,334 | $79.7M | 0.03% | −11,868−0.9% | Reduced |
| Principal Financial Group Inc | 1,275,665 | $79.1M | 0.05% | +11,758+0.9% | Added |
| LPL Financial LLC | 1,271,445 | $78.8M | 0.07% | +72,517+6.0% | Added |
| Credit Suisse AG | 1,251,044 | $77.5M | 0.06% | −131,645−9.5% | Reduced |
| Prudential Financial Inc | 1,241,808 | $77.0M | 0.11% | −31,846−2.5% | Reduced |
| Cohen & Steers, Inc. | 1,241,054 | $76.9M | 0.14% | 00.0% | Unchanged |
| Old Republic International Corporation | 1,238,500 | $76.8M | 1.60% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,185,171 | $73.4M | 0.16% | −75,942−6.0% | Reduced |
| Citadel Advisors LLC | 1,157,997 | $71.8M | 0.08% | +557,950+93.0% | Added |
| Victory Capital Management Inc | 1,147,816 | $71.1M | 0.07% | +40,061+3.6% | Added |
| Reaves W H & Co Inc | 1,136,728 | $70.4M | 2.25% | +6,476+0.6% | Added |
| Personal Capital Advisors Corp | 1,115,270 | $69.1M | 0.35% | +52,984+5.0% | Added |
| BNP Paribas Arbitrage, SA | 1,106,034 | $68.5M | 0.16% | +30,799+2.9% | Added |
| Truist Financial Corp | 1,097,247 | $68.0M | 0.11% | −46,370−4.1% | Reduced |
| Bank of Nova Scotia | 1,074,876 | $66.6M | 0.12% | +574,113+114.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,024,600 | $63.5M | 0.13% | +613,700+149.4% | Added |
| Macquarie Group Ltd | 1,017,126 | $63.0M | 0.05% | −7,798−0.8% | Reduced |
| HSBC Holdings PLC | 979,973 | $61.1M | 0.07% | +5,537+0.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 983,175 | $60.9M | 0.71% | +272,410+38.3% | Added |
| Brandywine Global Investment Management, LLC | 961,082 | $59.6M | 0.45% | −57,586−5.7% | Reduced |
| Stifel Financial Corp | 947,077 | $58.7M | 0.09% | +98,398+11.6% | Added |
| Zacks Investment Management | 929,502 | $57.6M | 0.91% | +26,917+3.0% | Added |
| State of Wisconsin Investment Board | 840,141 | $52.1M | 0.11% | +30,871+3.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 827,995 | $51.3M | 0.11% | −11,089−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 824,856 | $51.1M | 0.13% | +21,301+2.7% | Added |
| AMP Capital Investors Ltd | 755,257 | $46.8M | 0.26% | +121,707+19.2% | Added |
| HighTower Advisors, LLC | 737,616 | $45.7M | 0.12% | +21,224+3.0% | Added |
| Public Employees Retirement System of Ohio | 675,583 | $41.9M | 0.15% | −567−0.1% | Reduced |
| Allianz Asset Management GmbH | 666,807 | $41.3M | 0.03% | +559,110+519.2% | Added |
| Clark Capital Management Group, Inc. | 660,321 | $40.9M | 0.56% | +20,211+3.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 658,416 | $40.8M | 0.14% | −24,541−3.6% | Reduced |
| Welch Group, LLC | 647,221 | $40.1M | 2.72% | +8,846+1.4% | Added |
| Advisor Group Holdings, Inc. | 646,525 | $40.1M | 0.08% | +65,996+11.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 622,774 | $38.6M | 0.08% | +3,294+0.5% | Added |
| State of New Jersey Common Pension Fund D | 620,824 | $38.5M | 0.12% | −6,327−1.0% | Reduced |
| Panagora Asset Management Inc | 617,582 | $38.3M | 0.20% | +13,637+2.3% | Added |
| Natixis Advisors, L.P. | 616,758 | $38.2M | 0.16% | +36,023+6.2% | Added |
| Mackenzie Financial Corp | 609,704 | $37.8M | 0.05% | +37,990+6.6% | Added |
| Great West Life Assurance Co | 605,283 | $37.8M | 0.09% | −43,820−6.8% | Reduced |
| InterOcean Capital Group, LLC | 604,741 | $37.5M | 1.89% | +11,123+1.9% | Added |
| The PNC Financial Services Group, Inc. | 600,130 | $37.2M | 0.03% | −3,391−0.6% | Reduced |
| Russell Investments Group, Ltd. | 598,085 | $37.1M | 0.06% | −152,223−20.3% | Reduced |