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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 574,004 | $35.6M | 1.20% | +14,324+2.6% | Added |
| SG Americas Securities, LLC | 567,360 | $35.2M | 0.19% | −55,783−9.0% | Reduced |
| Asset Management One Co.,Ltd. | 561,246 | $34.8M | 0.13% | −7,208−1.3% | Reduced |
| Mawer Investment Management Ltd. | 553,622 | $34.3M | 0.16% | +1,878+0.3% | Added |
| Jennison Associates LLC | 542,886 | $33.6M | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 539,076 | $33.4M | 0.22% | −311,620−36.6% | Reduced |
| Millennium Management LLC | 538,947 | $33.4M | 0.04% | −757,318−58.4% | Reduced |
| Magellan Asset Management Ltd | 526,290 | $32.6M | 0.07% | +73,251+16.2% | Added |
| Toronto Dominion Bank | 509,596 | $31.6M | 0.05% | −24,842−4.6% | Reduced |
| Teacher Retirement System of Texas | 505,097 | $31.3M | 0.17% | +183,378+57.0% | Added |
| Putnam Investments LLC | 501,613 | $31.1M | 0.05% | −28,753−5.4% | Reduced |
| Voya Investment Management LLC | 500,598 | $31.0M | 0.06% | −8,990−1.8% | Reduced |
| Vaughan David Investments LLC | 499,468 | $31.0M | 0.99% | +433+0.1% | Added |
| Capital Advisors Inc | 470,672 | $29.2M | 0.87% | +25,769+5.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 453,945 | $28.1M | 0.14% | +43,752+10.7% | Added |
| Gabelli Funds LLC | 451,900 | $28.0M | 0.19% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 447,068 | $27.8M | 0.06% | −53,877−10.8% | Reduced |
| Hyman Charles D | 448,887 | $27.8M | 1.95% | +11,011+2.5% | Added |
| Treasurer of the State of North Carolina | 446,694 | $27.7M | 0.16% | +1,300+0.3% | Added |
| Two Sigma Investments, LP | 441,087 | $27.3M | 0.07% | −1,046,793−70.4% | Reduced |
| Bollard Group LLC | 415,496 | $25.7M | 0.84% | +16,318+4.1% | Added |
| Hennessy Advisors Inc | 402,200 | $24.9M | 1.49% | −20,200−4.8% | Reduced |
| TD Asset Management Inc | 391,157 | $24.2M | 0.03% | −11,195−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 383,978 | $23.8M | 0.12% | +5,501+1.5% | Added |
| Edgar Lomax Co | 374,990 | $23.2M | 1.49% | −7,655−2.0% | Reduced |
| STRS Ohio | 374,343 | $23.2M | 0.09% | −437−0.1% | Reduced |
| US Bancorp | 372,903 | $23.1M | 0.04% | +26,348+7.6% | Added |
| Retirement Systems of Alabama | 363,611 | $22.5M | 0.08% | −23,638−6.1% | Reduced |
| United Capital Financial Advisers, LLC | 362,043 | $22.4M | 0.11% | −5,708−1.6% | Reduced |
| SEI Investments Co | 355,541 | $22.1M | 0.05% | +3,055+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 349,970 | $21.7M | 0.05% | −76,405−17.9% | Reduced |
| Alps Advisors Inc | 348,920 | $21.6M | 0.21% | −50,141−12.6% | Reduced |
| Janney Montgomery Scott LLC | 344,707 | $21.4M | 0.09% | +6,103+1.8% | Added |
| Liberty One Investment Management, LLC | 342,351 | $21.2M | 3.62% | +3,982+1.2% | Added |
| GW Henssler & Associates Ltd | 339,880 | $21.1M | 1.46% | +4,169+1.2% | Added |
| AQR Capital Management LLC | 339,471 | $21.0M | 0.04% | −23,221−6.4% | Reduced |
| Martingale Asset Management L P | 336,827 | $20.9M | 0.27% | −57,600−14.6% | Reduced |
| Norris Perne & French LLP | 328,003 | $20.3M | 1.75% | +7,353+2.3% | Added |
| Aviva PLC | 323,615 | $20.1M | 0.09% | −18,066−5.3% | Reduced |
| Marshall Wace North America L.P. | 322,806 | $20.0M | 0.09% | −705,588−68.6% | Reduced |
| American Century Companies Inc | 316,716 | $19.6M | 0.01% | −4,361−1.4% | Reduced |
| Guggenheim Capital LLC | 314,262 | $19.5M | 0.12% | −41,992−11.8% | Reduced |
| Baird Financial Group, Inc. | 311,000 | $19.3M | 0.05% | +17,418+5.9% | Added |
| American International Group, Inc. | 304,398 | $18.9M | 0.10% | −5,332−1.7% | Reduced |
| Regions Financial Corp | 304,290 | $18.9M | 0.16% | −11,288−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 296,591 | $18.4M | 0.03% | +12,674+4.5% | Added |
| Arizona State Retirement System | 295,212 | $18.3M | 0.15% | −824−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 293,322 | $18.2M | 0.25% | −36,531−11.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 293,008 | $18.2M | 0.05% | −242,694−45.3% | Reduced |
| Man Group plc | 289,214 | $17.9M | 0.06% | +246,924+583.9% | Added |
| Amalgamated Bank | 288,525 | $17.9M | 0.15% | −10,092−3.4% | Reduced |
| CWA Asset Management Group, LLC | 283,787 | $17.6M | 1.39% | +43,987+18.3% | Added |
| Wade G W & Inc | 282,626 | $17.5M | 0.83% | +802+0.3% | Added |
| Korea Investment CORP | 268,600 | $16.6M | 0.05% | −420,272−61.0% | Reduced |
| Davidson Investment Advisors | 266,922 | $16.5M | 1.29% | +1,428+0.5% | Added |
| State of Michigan Retirement System | 265,882 | $16.5M | 0.09% | −200−0.1% | Reduced |
| HRT Financial LP | 260,456 | $16.1M | 0.10% | +115,595+79.8% | Added |
| Cornerstone Capital, Inc. | 244,260 | $15.1M | 1.74% | −510−0.2% | Reduced |
| Forsta Ap-Fonden | 241,600 | $15.0M | 0.17% | +600+0.2% | Added |
| Independent Advisor Alliance | 241,165 | $14.9M | 0.83% | +12,327+5.4% | Added |
| MetLife Investment Management | 239,146 | $14.8M | 0.13% | −6,292−2.6% | Reduced |
| Susquehanna International Group, LLP | 238,884 | $14.8M | 0.02% | −13,915−5.5% | Reduced |
| USS Investment Management Ltd | 233,352 | $14.5M | 0.12% | −116,075−33.2% | Reduced |
| Calamos Advisors LLC | 233,163 | $14.4M | 0.07% | +20,539+9.7% | Added |
| Fukoku Mutual Life Insurance Co | 233,000 | $14.4M | 1.13% | +1,000+0.4% | Added |
| Creative Planning | 230,887 | $14.3M | 0.03% | +6,348+2.8% | Added |
| Agf Investments Inc. | 226,498 | $14.0M | 0.11% | +81,541+56.3% | Added |
| Financial Counselors Inc | 225,865 | $14.0M | 0.30% | +9,231+4.3% | Added |
| DnB Asset Management AS | 224,719 | $13.9M | 0.09% | +16,054+7.7% | Added |
| Exchange Traded Concepts, LLC | 221,776 | $13.7M | 0.35% | +63,369+40.0% | Added |
| ING Groep NV | 220,306 | $13.7M | 0.18% | +117,237+113.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 218,938 | $13.6M | 0.03% | −961−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 216,785 | $13.4M | 0.08% | +4,496+2.1% | Added |
| Comerica Bank | 212,339 | $13.4M | 0.08% | −37,539−15.0% | Reduced |
| ProShare Advisors LLC | 213,883 | $13.3M | 0.04% | +27,128+14.5% | Added |
| MML Investors Services, LLC | 210,972 | $13.1M | 0.10% | +21,966+11.6% | Added |
| Willis Investment Counsel | 210,466 | $13.0M | 0.75% | +2,286+1.1% | Added |
| DekaBank Deutsche Girozentrale | 206,396 | $12.9M | 0.04% | +35,094+20.5% | Added |
| Nichols & Pratt Advisers LLP | 209,176 | $12.9M | 0.98% | −1,680−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 206,682 | $12.8M | 0.16% | −2,671−1.3% | Reduced |
| Captrust Financial Advisors | 202,606 | $12.6M | 0.10% | +12,299+6.5% | Added |
| Richard C. Young & CO., LTD. | 195,877 | $12.1M | 1.67% | +5,828+3.1% | Added |
| Janus Henderson Group PLC | 195,871 | $12.1M | 0.01% | −71,321−26.7% | Reduced |
| British Columbia Investment Management Corp | 195,786 | $12.1M | 0.07% | +314+0.2% | Added |
| Alberta Investment Management Corp | 194,800 | $12.1M | 0.10% | −3,200−1.6% | Reduced |
| Utah Retirement Systems | 191,472 | $11.9M | 0.16% | −10,200−5.1% | Reduced |
| Verity & Verity, LLC | 189,401 | $11.8M | 1.77% | +2,741+1.5% | Added |
| Van Eck Associates Corp | 190,342 | $11.8M | 0.03% | +15,225+8.7% | Added |
| Sadoff Investment Management LLC | 189,015 | $11.7M | 0.79% | −2,771−1.4% | Reduced |
| AXA S.A. | 188,754 | $11.7M | 0.03% | −3,288−1.7% | Reduced |
| State of Alaska, Department of Revenue | 179,729 | $11.1M | 0.11% | −17,518−8.9% | Reduced |
| Arbor Wealth Management, LLC | 178,963 | $11.1M | 2.61% | +6,604+3.8% | Added |
| State of Tennessee, Treasury Department | 178,872 | $11.1M | 0.04% | −9,691−5.1% | Reduced |
| Public Sector Pension Investment Board | 178,588 | $11.1M | 0.07% | +10,796+6.4% | Added |
| Commerce Bank | 177,621 | $11.0M | 0.08% | +3,417+2.0% | Added |
| Qube Research & Technologies Ltd | 174,411 | $10.8M | 0.14% | −333,019−65.6% | Reduced |
| Public Employees Retirement Association of Colorado | 172,854 | $10.7M | 0.05% | −250−0.1% | Reduced |
| CIBC Asset Management Inc | 169,600 | $10.5M | 0.04% | +240.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 168,639 | $10.5M | 0.16% | +40,260+31.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,842 | $10.5M | 0.06% | −5,080−2.9% | Reduced |