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, Q4 2021
Institutional positions in Southern Co as of Dec 31, 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
- 1,654
- +187 vs. Q3 2021
- Shares held
- 641.0M
- +10.3M (+1.6%) vs. Q3 2021
- Total value
- $43.9B
- +$4.86B (+12.4%) vs. Q3 2021
- New holders
- 264
- 650 more added
- Sold out
- 77
- 495 more reduced
25 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 90,764,249 | $6.22B | 0.14% | +140,231+0.2% | Added |
| BlackRock Inc. | 73,889,061 | $5.07B | 0.13% | +539,395+0.7% | Added |
| State Street Corp | 52,509,811 | $3.60B | 0.17% | +432,976+0.8% | Added |
| Price T Rowe Associates Inc | 43,738,622 | $3.00B | 0.27% | +8,731,817+24.9% | Added |
| Massachusetts Financial Services Co | 30,648,405 | $2.10B | 0.58% | −174,170−0.6% | Reduced |
| Franklin Resources Inc | 28,621,339 | $1.96B | 0.71% | −1,142,671−3.8% | Reduced |
| FMR LLC | 25,539,820 | $1.75B | 0.13% | +605,880+2.4% | Added |
| Geode Capital Management, LLC | 16,564,622 | $1.13B | 0.14% | +480,757+3.0% | Added |
| Capital Research Global Investors | 11,938,813 | $818.8M | 0.18% | +102,121+0.9% | Added |
| Northern Trust Corp | 11,261,104 | $772.3M | 0.13% | −234,511−2.0% | Reduced |
| Legal & General Group Plc | 10,187,185 | $698.6M | 0.21% | −338,142−3.2% | Reduced |
| Bank of New York Mellon Corp | 8,161,695 | $559.7M | 0.10% | +136,427+1.7% | Added |
| California Public Employees Retirement System | 7,953,572 | $545.5M | 0.37% | −224,805−2.7% | Reduced |
| Bank of America Corp | 7,744,293 | $531.1M | 0.06% | −717,816−8.5% | Reduced |
| Federated Hermes, Inc. | 6,561,837 | $450.0M | 0.84% | +124,802+1.9% | Added |
| Invesco Ltd. | 6,398,744 | $438.8M | 0.11% | +301,690+4.9% | Added |
| Morgan Stanley | 6,229,748 | $427.2M | 0.05% | +1,233,436+24.7% | Added |
| Charles Schwab Investment Management Inc | 5,262,209 | $360.9M | 0.11% | +215,180+4.3% | Added |
| Wells Fargo & Company | 4,591,054 | $314.9M | 0.08% | −787,702−14.6% | Reduced |
| Swiss National Bank | 4,024,547 | $276.0M | 0.17% | −167,500−4.0% | Reduced |
| Goldman Sachs Group Inc | 3,978,066 | $272.8M | 0.07% | +173,412+4.6% | Added |
| Pictet Asset Management SA | 3,924,655 | $269.2M | 0.27% | −830,341−17.5% | Reduced |
| Norges Bank | 3,908,316 | $268.0M | 0.06% | −822,835−17.4% | Reduced |
| Nuveen Asset Management, LLC | 3,516,936 | $241.2M | 0.07% | −213,985−5.7% | Reduced |
| Parametric Portfolio Associates LLC | 3,510,974 | $240.8M | 0.12% | +124,873+3.7% | Added |
| UBS Asset Management Americas Inc | 3,422,257 | $234.7M | 0.09% | −333,474−8.9% | Reduced |
| ClearBridge Investments Ltd | 3,225,936 | $221.2M | 6.65% | −17,831−0.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,134,168 | $214.9M | 0.13% | −128,299−3.9% | Reduced |
| Renaissance Technologies LLC | 3,074,011 | $210.8M | 0.26% | +627,911+25.7% | Added |
| Royal Bank of Canada | 2,569,666 | $176.2M | 0.04% | −295,238−10.3% | Reduced |
| Wellington Management Group LLP | 2,520,485 | $172.9M | 0.03% | +17,103+0.7% | Added |
| APG Asset Management N.V. | 2,848,665 | $171.8M | 0.29% | −123,600−4.2% | Reduced |
| Raymond James & Associates | 2,194,332 | $150.5M | 0.12% | +39,505+1.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,123,695 | $145.6M | 0.46% | −82,629−3.7% | Reduced |
| Canada Pension Plan Investment Board | 2,049,709 | $140.6M | 0.15% | −79,366−3.7% | Reduced |
| JPMorgan Chase & Co | 2,037,257 | $139.7M | 0.02% | +148,545+7.9% | Added |
| Deutsche Bank AG | 2,034,668 | $139.5M | 0.06% | −194,921−8.7% | Reduced |
| Bank of Montreal | 2,025,091 | $138.5M | 0.07% | −161,893−7.4% | Reduced |
| Barclays PLC | 2,018,847 | $138.5M | 0.08% | −174,337−7.9% | Reduced |
| Zimmer Partners, LP | 2,000,000 | $137.2M | 2.05% | −1,281,951−39.1% | Reduced |
| Ameriprise Financial Inc | 1,976,933 | $135.3M | 0.04% | +19,208+1.0% | Added |
| New York State Common Retirement Fund | 1,928,934 | $132.3M | 0.13% | −26,924−1.4% | Reduced |
| Dimensional Fund Advisors LP | 1,921,565 | $131.8M | 0.04% | +18,237+1.0% | Added |
| California State Teachers Retirement System | 1,847,274 | $126.7M | 0.15% | +71,714+4.0% | Added |
| Confluence Investment Management LLC | 1,841,027 | $126.3M | 1.68% | −61,733−3.2% | Reduced |
| Rhumbline Advisers | 1,817,107 | $124.6M | 0.15% | +22,737+1.3% | Added |
| Ensign Peak Advisors, Inc | 1,779,938 | $122.1M | 0.23% | +216,956+13.9% | Added |
| First Trust Advisors LP | 1,681,455 | $115.3M | 0.11% | −102,228−5.7% | Reduced |
| Millennium Management LLC | 1,591,856 | $109.2M | 0.12% | +1,052,909+195.4% | Added |
| National Pension Service | 1,559,386 | $106.9M | 0.19% | −56,068−3.5% | Reduced |
| Synovus Financial Corp | 1,533,516 | $105.2M | 1.04% | +10,277+0.7% | Added |
| Duff & Phelps Investment Management Co | 1,529,277 | $104.9M | 1.23% | −165,626−9.8% | Reduced |
| Envestnet Asset Management Inc | 1,414,216 | $97.0M | 0.05% | +80,715+6.1% | Added |
| Victory Capital Management Inc | 1,377,315 | $94.5M | 0.09% | +229,499+20.0% | Added |
| Panagora Asset Management Inc | 1,375,905 | $94.4M | 0.50% | +758,323+122.8% | Added |
| Energy Income Partners, LLC | 1,367,773 | $93.8M | 2.21% | −385,320−22.0% | Reduced |
| LPL Financial LLC | 1,340,119 | $91.9M | 0.08% | +68,674+5.4% | Added |
| State Board of Administration of Florida Retirement System | 1,315,059 | $90.2M | 0.16% | −20,020−1.5% | Reduced |
| UBS Group AG | 1,314,089 | $90.1M | 0.04% | −1,417−0.1% | Reduced |
| Prudential Financial Inc | 1,399,029 | $89.6M | 0.11% | +157,221+12.7% | Added |
| Reaves W H & Co Inc | 1,301,157 | $89.2M | 2.73% | +164,429+14.5% | Added |
| Manufacturers Life Insurance Company, The | 1,274,150 | $87.4M | 0.05% | −143,524−10.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,265,682 | $86.8M | 0.21% | +159,648+14.4% | Added |
| Amundi | 1,255,842 | $85.8M | 0.05% | −624,160−33.2% | Reduced |
| Principal Financial Group Inc | 1,249,551 | $85.7M | 0.05% | −26,114−2.0% | Reduced |
| Alliancebernstein L.P. | 1,243,985 | $85.3M | 0.03% | −41,349−3.2% | Reduced |
| Cohen & Steers, Inc. | 1,241,054 | $85.1M | 0.14% | 00.0% | Unchanged |
| Old Republic International Corporation | 1,238,500 | $84.9M | 1.61% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,177,774 | $80.8M | 0.09% | +19,777+1.7% | Added |
| Credit Suisse AG | 1,176,079 | $80.7M | 0.06% | −74,965−6.0% | Reduced |
| New York State Teachers Retirement System | 1,170,447 | $80.3M | 0.16% | −14,724−1.2% | Reduced |
| Personal Capital Advisors Corp | 1,156,433 | $79.4M | 0.37% | +41,163+3.7% | Added |
| Truist Financial Corp | 1,080,329 | $74.1M | 0.11% | −16,918−1.5% | Reduced |
| Macquarie Group Ltd | 1,055,055 | $71.1M | 0.06% | +37,929+3.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 983,887 | $67.5M | 0.71% | +712+0.1% | Added |
| Stifel Financial Corp | 956,624 | $65.6M | 0.09% | +9,547+1.0% | Added |
| Zacks Investment Management | 944,138 | $64.7M | 0.91% | +14,636+1.6% | Added |
| Brandywine Global Investment Management, LLC | 942,778 | $64.7M | 0.46% | −18,304−1.9% | Reduced |
| Citigroup Inc | 938,401 | $64.4M | 0.06% | −560,688−37.4% | Reduced |
| HSBC Holdings PLC | 932,212 | $63.9M | 0.07% | −47,761−4.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 929,300 | $63.7M | 0.11% | −95,300−9.3% | Reduced |
| Commonwealth Equity Services, LLC | 858,811 | $58.9M | 0.13% | +33,955+4.1% | Added |
| State of Wisconsin Investment Board | 819,286 | $56.2M | 0.11% | −20,855−2.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 802,263 | $55.0M | 0.11% | −25,732−3.1% | Reduced |
| Susquehanna International Group, LLP | 772,398 | $53.0M | 0.08% | +533,514+223.3% | Added |
| HighTower Advisors, LLC | 758,751 | $52.0M | 0.11% | +21,135+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 719,706 | $49.4M | 0.05% | +719,706 | New |
| Welch Group, LLC | 683,757 | $46.9M | 2.74% | +36,536+5.6% | Added |
| Toronto Dominion Bank | 680,805 | $46.7M | 0.06% | +171,209+33.6% | Added |
| Clark Capital Management Group, Inc. | 679,510 | $46.6M | 0.57% | +19,189+2.9% | Added |
| Advisor Group Holdings, Inc. | 679,036 | $46.6M | 0.09% | +32,511+5.0% | Added |
| Mawer Investment Management Ltd. | 669,150 | $45.9M | 0.21% | +115,528+20.9% | Added |
| Mackenzie Financial Corp | 667,807 | $45.8M | 0.06% | +58,103+9.5% | Added |
| Natixis Advisors, L.P. | 666,940 | $45.7M | 0.17% | +50,182+8.1% | Added |
| Stonegate Investment Group, LLC | 660,740 | $45.3M | 1.90% | +660,740 | New |
| Public Employees Retirement System of Ohio | 649,658 | $44.6M | 0.15% | −25,925−3.8% | Reduced |
| Korea Investment CORP | 644,300 | $44.2M | 0.11% | +375,700+139.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 641,709 | $44.0M | 0.14% | −16,707−2.5% | Reduced |
| InterOcean Capital Group, LLC | 623,404 | $42.8M | 1.87% | +18,663+3.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 619,402 | $42.5M | 0.08% | −3,372−0.5% | Reduced |