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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 622,774 | $38.6M | 0.08% | +3,294+0.5% | Added |
| Advisor Group Holdings, Inc. | 646,525 | $40.1M | 0.08% | +65,996+11.4% | Added |
| Welch Group, LLC | 647,221 | $40.1M | 2.72% | +8,846+1.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 658,416 | $40.8M | 0.14% | −24,541−3.6% | Reduced |
| Clark Capital Management Group, Inc. | 660,321 | $40.9M | 0.56% | +20,211+3.2% | Added |
| Allianz Asset Management GmbH | 666,807 | $41.3M | 0.03% | +559,110+519.2% | Added |
| Public Employees Retirement System of Ohio | 675,583 | $41.9M | 0.15% | −567−0.1% | Reduced |
| HighTower Advisors, LLC | 737,616 | $45.7M | 0.12% | +21,224+3.0% | Added |
| AMP Capital Investors Ltd | 755,257 | $46.8M | 0.26% | +121,707+19.2% | Added |
| Commonwealth Equity Services, LLC | 824,856 | $51.1M | 0.13% | +21,301+2.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 827,995 | $51.3M | 0.11% | −11,089−1.3% | Reduced |
| State of Wisconsin Investment Board | 840,141 | $52.1M | 0.11% | +30,871+3.8% | Added |
| Zacks Investment Management | 929,502 | $57.6M | 0.91% | +26,917+3.0% | Added |
| Stifel Financial Corp | 947,077 | $58.7M | 0.09% | +98,398+11.6% | Added |
| Brandywine Global Investment Management, LLC | 961,082 | $59.6M | 0.45% | −57,586−5.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 983,175 | $60.9M | 0.71% | +272,410+38.3% | Added |
| HSBC Holdings PLC | 979,973 | $61.1M | 0.07% | +5,537+0.6% | Added |
| Macquarie Group Ltd | 1,017,126 | $63.0M | 0.05% | −7,798−0.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,024,600 | $63.5M | 0.13% | +613,700+149.4% | Added |
| Bank of Nova Scotia | 1,074,876 | $66.6M | 0.12% | +574,113+114.6% | Added |
| Truist Financial Corp | 1,097,247 | $68.0M | 0.11% | −46,370−4.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,106,034 | $68.5M | 0.16% | +30,799+2.9% | Added |
| Personal Capital Advisors Corp | 1,115,270 | $69.1M | 0.35% | +52,984+5.0% | Added |
| Reaves W H & Co Inc | 1,136,728 | $70.4M | 2.25% | +6,476+0.6% | Added |
| Victory Capital Management Inc | 1,147,816 | $71.1M | 0.07% | +40,061+3.6% | Added |
| Citadel Advisors LLC | 1,157,997 | $71.8M | 0.08% | +557,950+93.0% | Added |
| New York State Teachers Retirement System | 1,185,171 | $73.4M | 0.16% | −75,942−6.0% | Reduced |
| Old Republic International Corporation | 1,238,500 | $76.8M | 1.60% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,241,054 | $76.9M | 0.14% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,241,808 | $77.0M | 0.11% | −31,846−2.5% | Reduced |
| Credit Suisse AG | 1,251,044 | $77.5M | 0.06% | −131,645−9.5% | Reduced |
| LPL Financial LLC | 1,271,445 | $78.8M | 0.07% | +72,517+6.0% | Added |
| Principal Financial Group Inc | 1,275,665 | $79.1M | 0.05% | +11,758+0.9% | Added |
| Alliancebernstein L.P. | 1,285,334 | $79.7M | 0.03% | −11,868−0.9% | Reduced |
| UBS Group AG | 1,315,506 | $81.5M | 0.03% | −641,924−32.8% | Reduced |
| Envestnet Asset Management Inc | 1,333,501 | $82.6M | 0.05% | +75,538+6.0% | Added |
| State Board of Administration of Florida Retirement System | 1,335,079 | $82.7M | 0.16% | −24,420−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,417,674 | $87.9M | 0.07% | +14,558+1.0% | Added |
| Citigroup Inc | 1,499,089 | $92.9M | 0.09% | +120,521+8.7% | Added |
| Synovus Financial Corp | 1,523,239 | $94.4M | 1.00% | +5,166+0.3% | Added |
| Ensign Peak Advisors, Inc | 1,562,982 | $96.9M | 0.20% | −294,626−15.9% | Reduced |
| National Pension Service | 1,615,454 | $100.1M | 0.19% | +19,555+1.2% | Added |
| Duff & Phelps Investment Management Co | 1,694,903 | $105.0M | 1.37% | −8,919−0.5% | Reduced |
| Energy Income Partners, LLC | 1,753,093 | $108.6M | 2.71% | +1,198,499+216.1% | Added |
| California State Teachers Retirement System | 1,775,560 | $110.0M | 0.14% | −25,162−1.4% | Reduced |
| First Trust Advisors LP | 1,783,683 | $110.5M | 0.12% | −45,200−2.5% | Reduced |
| Rhumbline Advisers | 1,794,370 | $111.2M | 0.15% | −28,710−1.6% | Reduced |
| Amundi | 1,880,002 | $116.5M | 0.08% | +1,267,540+207.0% | Added |
| JPMorgan Chase & Co | 1,888,712 | $117.0M | 0.02% | −33,243−1.7% | Reduced |
| Confluence Investment Management LLC | 1,902,760 | $117.9M | 1.65% | −67,430−3.4% | Reduced |
| Dimensional Fund Advisors LP | 1,903,328 | $118.0M | 0.04% | −8,957−0.5% | Reduced |
| New York State Common Retirement Fund | 1,955,858 | $121.2M | 0.13% | −61,572−3.1% | Reduced |
| Ameriprise Financial Inc | 1,957,725 | $121.3M | 0.04% | −266,545−12.0% | Reduced |
| Canada Pension Plan Investment Board | 2,129,075 | $131.9M | 0.15% | +216,110+11.3% | Added |
| Raymond James & Associates | 2,154,827 | $133.5M | 0.12% | −15,762−0.7% | Reduced |
| Barclays PLC | 2,193,184 | $135.9M | 0.10% | −49,750−2.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,206,324 | $136.7M | 0.44% | −90,900−4.0% | Reduced |
| Bank of Montreal | 2,186,984 | $137.0M | 0.07% | +131,574+6.4% | Added |
| Deutsche Bank AG | 2,229,589 | $138.2M | 0.07% | −45,396−2.0% | Reduced |
| Renaissance Technologies LLC | 2,446,100 | $151.6M | 0.20% | +938,769+62.3% | Added |
| Wellington Management Group LLP | 2,503,382 | $155.1M | 0.03% | +136,387+5.8% | Added |
| APG Asset Management N.V. | 2,972,265 | $158.9M | 0.28% | −3000.0% | Reduced |
| Royal Bank of Canada | 2,864,904 | $177.5M | 0.05% | −374,035−11.5% | Reduced |
| ClearBridge Investments Ltd | 3,243,767 | $201.0M | 6.61% | +684,315+26.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,262,467 | $202.2M | 0.13% | −174,721−5.1% | Reduced |
| Zimmer Partners, LP | 3,281,951 | $203.4M | 3.22% | +1,081,600+49.2% | Added |
| Parametric Portfolio Associates LLC | 3,386,101 | $209.8M | 0.12% | −346,259−9.3% | Reduced |
| Nuveen Asset Management, LLC | 3,730,921 | $231.2M | 0.07% | −128,880−3.3% | Reduced |
| UBS Asset Management Americas Inc | 3,755,731 | $232.7M | 0.10% | +258,872+7.4% | Added |
| Goldman Sachs Group Inc | 3,804,654 | $235.8M | 0.06% | −286,237−7.0% | Reduced |
| Swiss National Bank | 4,192,047 | $259.8M | 0.17% | −116,300−2.7% | Reduced |
| Norges Bank | 4,731,151 | $293.2M | 0.06% | −231,590−4.7% | Reduced |
| Pictet Asset Management SA | 4,754,996 | $294.7M | 0.33% | +4,754,996 | New |
| Morgan Stanley | 4,996,312 | $309.6M | 0.04% | −437,658−8.1% | Reduced |
| Charles Schwab Investment Management Inc | 5,047,029 | $312.8M | 0.10% | +80,550+1.6% | Added |
| Wells Fargo & Company | 5,378,756 | $333.3M | 0.08% | +459,655+9.3% | Added |
| Invesco Ltd. | 6,097,054 | $377.8M | 0.10% | +336,410+5.8% | Added |
| Federated Hermes, Inc. | 6,437,035 | $398.9M | 0.76% | −142,938−2.2% | Reduced |
| Bank of New York Mellon Corp | 8,025,268 | $497.3M | 0.10% | −3890.0% | Reduced |
| California Public Employees Retirement System | 8,178,377 | $506.8M | 0.38% | +74,123+0.9% | Added |
| Bank of America Corp | 8,462,109 | $524.4M | 0.06% | −357,861−4.1% | Reduced |
| Legal & General Group Plc | 10,525,327 | $652.3M | 0.21% | −75,430−0.7% | Reduced |
| Northern Trust Corp | 11,495,615 | $712.4M | 0.13% | −235,349−2.0% | Reduced |
| Capital Research Global Investors | 11,836,692 | $733.5M | 0.17% | +260,530+2.3% | Added |
| Geode Capital Management, LLC | 16,083,865 | $994.4M | 0.13% | +194,848+1.2% | Added |
| FMR LLC | 24,933,940 | $1.55B | 0.12% | +2,286,694+10.1% | Added |
| Franklin Resources Inc | 29,764,010 | $1.84B | 0.70% | +1,182,130+4.1% | Added |
| Massachusetts Financial Services Co | 30,822,575 | $1.91B | 0.56% | −440,076−1.4% | Reduced |
| Price T Rowe Associates Inc | 35,006,805 | $2.17B | 0.20% | −1,043,970−2.9% | Reduced |
| State Street Corp | 52,076,835 | $3.23B | 0.17% | +134,532+0.3% | Added |
| BlackRock Inc. | 73,349,666 | $4.55B | 0.13% | −1,698,300−2.3% | Reduced |
| Vanguard Group Inc | 90,624,018 | $5.62B | 0.14% | +448,819+0.5% | Added |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −371,714−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −250,900−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −241,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −93,481−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −63,029−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −55,910−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −41,106−100.0% | Sold out |