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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Arbor Wealth Management, LLC | 178,963 | $11.1M | 2.61% | +6,604+3.8% | Added |
| State of Alaska, Department of Revenue | 179,729 | $11.1M | 0.11% | −17,518−8.9% | Reduced |
| AXA S.A. | 188,754 | $11.7M | 0.03% | −3,288−1.7% | Reduced |
| Sadoff Investment Management LLC | 189,015 | $11.7M | 0.79% | −2,771−1.4% | Reduced |
| Van Eck Associates Corp | 190,342 | $11.8M | 0.03% | +15,225+8.7% | Added |
| Verity & Verity, LLC | 189,401 | $11.8M | 1.77% | +2,741+1.5% | Added |
| Utah Retirement Systems | 191,472 | $11.9M | 0.16% | −10,200−5.1% | Reduced |
| Alberta Investment Management Corp | 194,800 | $12.1M | 0.10% | −3,200−1.6% | Reduced |
| British Columbia Investment Management Corp | 195,786 | $12.1M | 0.07% | +314+0.2% | Added |
| Janus Henderson Group PLC | 195,871 | $12.1M | 0.01% | −71,321−26.7% | Reduced |
| Richard C. Young & CO., LTD. | 195,877 | $12.1M | 1.67% | +5,828+3.1% | Added |
| Captrust Financial Advisors | 202,606 | $12.6M | 0.10% | +12,299+6.5% | Added |
| Gulf International Bank (UK) Ltd | 206,682 | $12.8M | 0.16% | −2,671−1.3% | Reduced |
| Nichols & Pratt Advisers LLP | 209,176 | $12.9M | 0.98% | −1,680−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 206,396 | $12.9M | 0.04% | +35,094+20.5% | Added |
| Willis Investment Counsel | 210,466 | $13.0M | 0.75% | +2,286+1.1% | Added |
| MML Investors Services, LLC | 210,972 | $13.1M | 0.10% | +21,966+11.6% | Added |
| ProShare Advisors LLC | 213,883 | $13.3M | 0.04% | +27,128+14.5% | Added |
| Comerica Bank | 212,339 | $13.4M | 0.08% | −37,539−15.0% | Reduced |
| Nomura Asset Management Co Ltd | 216,785 | $13.4M | 0.08% | +4,496+2.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 218,938 | $13.6M | 0.03% | −961−0.4% | Reduced |
| ING Groep NV | 220,306 | $13.7M | 0.18% | +117,237+113.7% | Added |
| Exchange Traded Concepts, LLC | 221,776 | $13.7M | 0.35% | +63,369+40.0% | Added |
| DnB Asset Management AS | 224,719 | $13.9M | 0.09% | +16,054+7.7% | Added |
| Financial Counselors Inc | 225,865 | $14.0M | 0.30% | +9,231+4.3% | Added |
| Agf Investments Inc. | 226,498 | $14.0M | 0.11% | +81,541+56.3% | Added |
| Creative Planning | 230,887 | $14.3M | 0.03% | +6,348+2.8% | Added |
| Fukoku Mutual Life Insurance Co | 233,000 | $14.4M | 1.13% | +1,000+0.4% | Added |
| Calamos Advisors LLC | 233,163 | $14.4M | 0.07% | +20,539+9.7% | Added |
| USS Investment Management Ltd | 233,352 | $14.5M | 0.12% | −116,075−33.2% | Reduced |
| Susquehanna International Group, LLP | 238,884 | $14.8M | 0.02% | −13,915−5.5% | Reduced |
| MetLife Investment Management | 239,146 | $14.8M | 0.13% | −6,292−2.6% | Reduced |
| Independent Advisor Alliance | 241,165 | $14.9M | 0.83% | +12,327+5.4% | Added |
| Forsta Ap-Fonden | 241,600 | $15.0M | 0.17% | +600+0.2% | Added |
| Cornerstone Capital, Inc. | 244,260 | $15.1M | 1.74% | −510−0.2% | Reduced |
| HRT Financial LP | 260,456 | $16.1M | 0.10% | +115,595+79.8% | Added |
| State of Michigan Retirement System | 265,882 | $16.5M | 0.09% | −200−0.1% | Reduced |
| Davidson Investment Advisors | 266,922 | $16.5M | 1.29% | +1,428+0.5% | Added |
| Korea Investment CORP | 268,600 | $16.6M | 0.05% | −420,272−61.0% | Reduced |
| Wade G W & Inc | 282,626 | $17.5M | 0.83% | +802+0.3% | Added |
| CWA Asset Management Group, LLC | 283,787 | $17.6M | 1.39% | +43,987+18.3% | Added |
| Amalgamated Bank | 288,525 | $17.9M | 0.15% | −10,092−3.4% | Reduced |
| Man Group plc | 289,214 | $17.9M | 0.06% | +246,924+583.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 293,008 | $18.2M | 0.05% | −242,694−45.3% | Reduced |
| Swiss Life Asset Management Ltd | 293,322 | $18.2M | 0.25% | −36,531−11.1% | Reduced |
| Arizona State Retirement System | 295,212 | $18.3M | 0.15% | −824−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 296,591 | $18.4M | 0.03% | +12,674+4.5% | Added |
| Regions Financial Corp | 304,290 | $18.9M | 0.16% | −11,288−3.6% | Reduced |
| American International Group, Inc. | 304,398 | $18.9M | 0.10% | −5,332−1.7% | Reduced |
| Baird Financial Group, Inc. | 311,000 | $19.3M | 0.05% | +17,418+5.9% | Added |
| Guggenheim Capital LLC | 314,262 | $19.5M | 0.12% | −41,992−11.8% | Reduced |
| American Century Companies Inc | 316,716 | $19.6M | 0.01% | −4,361−1.4% | Reduced |
| Marshall Wace North America L.P. | 322,806 | $20.0M | 0.09% | −705,588−68.6% | Reduced |
| Aviva PLC | 323,615 | $20.1M | 0.09% | −18,066−5.3% | Reduced |
| Norris Perne & French LLP | 328,003 | $20.3M | 1.75% | +7,353+2.3% | Added |
| Martingale Asset Management L P | 336,827 | $20.9M | 0.27% | −57,600−14.6% | Reduced |
| AQR Capital Management LLC | 339,471 | $21.0M | 0.04% | −23,221−6.4% | Reduced |
| GW Henssler & Associates Ltd | 339,880 | $21.1M | 1.46% | +4,169+1.2% | Added |
| Liberty One Investment Management, LLC | 342,351 | $21.2M | 3.62% | +3,982+1.2% | Added |
| Janney Montgomery Scott LLC | 344,707 | $21.4M | 0.09% | +6,103+1.8% | Added |
| Alps Advisors Inc | 348,920 | $21.6M | 0.21% | −50,141−12.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 349,970 | $21.7M | 0.05% | −76,405−17.9% | Reduced |
| SEI Investments Co | 355,541 | $22.1M | 0.05% | +3,055+0.9% | Added |
| United Capital Financial Advisers, LLC | 362,043 | $22.4M | 0.11% | −5,708−1.6% | Reduced |
| Retirement Systems of Alabama | 363,611 | $22.5M | 0.08% | −23,638−6.1% | Reduced |
| US Bancorp | 372,903 | $23.1M | 0.04% | +26,348+7.6% | Added |
| STRS Ohio | 374,343 | $23.2M | 0.09% | −437−0.1% | Reduced |
| Edgar Lomax Co | 374,990 | $23.2M | 1.49% | −7,655−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 383,978 | $23.8M | 0.12% | +5,501+1.5% | Added |
| TD Asset Management Inc | 391,157 | $24.2M | 0.03% | −11,195−2.8% | Reduced |
| Hennessy Advisors Inc | 402,200 | $24.9M | 1.49% | −20,200−4.8% | Reduced |
| Bollard Group LLC | 415,496 | $25.7M | 0.84% | +16,318+4.1% | Added |
| Two Sigma Investments, LP | 441,087 | $27.3M | 0.07% | −1,046,793−70.4% | Reduced |
| Treasurer of the State of North Carolina | 446,694 | $27.7M | 0.16% | +1,300+0.3% | Added |
| Hyman Charles D | 448,887 | $27.8M | 1.95% | +11,011+2.5% | Added |
| Standard Life Aberdeen plc | 447,068 | $27.8M | 0.06% | −53,877−10.8% | Reduced |
| Gabelli Funds LLC | 451,900 | $28.0M | 0.19% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 453,945 | $28.1M | 0.14% | +43,752+10.7% | Added |
| Capital Advisors Inc | 470,672 | $29.2M | 0.87% | +25,769+5.8% | Added |
| Vaughan David Investments LLC | 499,468 | $31.0M | 0.99% | +433+0.1% | Added |
| Voya Investment Management LLC | 500,598 | $31.0M | 0.06% | −8,990−1.8% | Reduced |
| Putnam Investments LLC | 501,613 | $31.1M | 0.05% | −28,753−5.4% | Reduced |
| Teacher Retirement System of Texas | 505,097 | $31.3M | 0.17% | +183,378+57.0% | Added |
| Toronto Dominion Bank | 509,596 | $31.6M | 0.05% | −24,842−4.6% | Reduced |
| Magellan Asset Management Ltd | 526,290 | $32.6M | 0.07% | +73,251+16.2% | Added |
| Millennium Management LLC | 538,947 | $33.4M | 0.04% | −757,318−58.4% | Reduced |
| Voloridge Investment Management, LLC | 539,076 | $33.4M | 0.22% | −311,620−36.6% | Reduced |
| Jennison Associates LLC | 542,886 | $33.6M | 0.02% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 553,622 | $34.3M | 0.16% | +1,878+0.3% | Added |
| Asset Management One Co.,Ltd. | 561,246 | $34.8M | 0.13% | −7,208−1.3% | Reduced |
| SG Americas Securities, LLC | 567,360 | $35.2M | 0.19% | −55,783−9.0% | Reduced |
| Capital Investment Advisors, LLC | 574,004 | $35.6M | 1.20% | +14,324+2.6% | Added |
| Russell Investments Group, Ltd. | 598,085 | $37.1M | 0.06% | −152,223−20.3% | Reduced |
| The PNC Financial Services Group, Inc. | 600,130 | $37.2M | 0.03% | −3,391−0.6% | Reduced |
| InterOcean Capital Group, LLC | 604,741 | $37.5M | 1.89% | +11,123+1.9% | Added |
| Great West Life Assurance Co | 605,283 | $37.8M | 0.09% | −43,820−6.8% | Reduced |
| Mackenzie Financial Corp | 609,704 | $37.8M | 0.05% | +37,990+6.6% | Added |
| Natixis Advisors, L.P. | 616,758 | $38.2M | 0.16% | +36,023+6.2% | Added |
| Panagora Asset Management Inc | 617,582 | $38.3M | 0.20% | +13,637+2.3% | Added |
| State of New Jersey Common Pension Fund D | 620,824 | $38.5M | 0.12% | −6,327−1.0% | Reduced |