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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 275,055 | $18.9M | 0.03% | −21,536−7.3% | Reduced |
| Amalgamated Bank | 284,763 | $19.5M | 0.14% | −3,762−1.3% | Reduced |
| Wade G W & Inc | 285,038 | $19.5M | 0.85% | +2,412+0.9% | Added |
| CWA Asset Management Group, LLC | 286,395 | $19.6M | 1.46% | +2,608+0.9% | Added |
| Arizona State Retirement System | 289,991 | $19.9M | 0.15% | −5,221−1.8% | Reduced |
| SEI Investments Co | 299,177 | $20.6M | 0.04% | −56,364−15.9% | Reduced |
| American International Group, Inc. | 301,706 | $20.7M | 0.10% | −2,692−0.9% | Reduced |
| Teacher Retirement System of Texas | 304,088 | $20.9M | 0.09% | −201,009−39.8% | Reduced |
| Baird Financial Group, Inc. | 311,676 | $21.4M | 0.05% | +676+0.2% | Added |
| Swiss Life Asset Management Ltd | 314,323 | $21.6M | 0.28% | +21,001+7.2% | Added |
| Robeco Institutional Asset Management B.V. | 315,219 | $21.6M | 0.05% | −34,751−9.9% | Reduced |
| Aviva PLC | 317,583 | $21.8M | 0.09% | −6,032−1.9% | Reduced |
| American Century Companies Inc | 332,493 | $22.8M | 0.01% | +15,777+5.0% | Added |
| Norris Perne & French LLP | 334,961 | $23.0M | 1.78% | +6,958+2.1% | Added |
| Martingale Asset Management L P | 338,736 | $23.2M | 0.30% | +1,909+0.6% | Added |
| GW Henssler & Associates Ltd | 341,011 | $23.4M | 1.49% | +1,131+0.3% | Added |
| Guggenheim Capital LLC | 342,188 | $23.5M | 0.12% | +27,926+8.9% | Added |
| Janney Montgomery Scott LLC | 348,158 | $23.9M | 0.09% | +3,451+1.0% | Added |
| Agf Investments Inc. | 351,140 | $24.1M | 0.17% | +124,642+55.0% | Added |
| Retirement Systems of Alabama | 351,163 | $24.1M | 0.08% | −12,448−3.4% | Reduced |
| Alps Advisors Inc | 357,141 | $24.5M | 0.28% | +8,221+2.4% | Added |
| Liberty One Investment Management, LLC | 357,557 | $24.5M | 3.69% | +15,206+4.4% | Added |
| United Capital Financial Advisers, LLC | 364,276 | $25.0M | 0.12% | +2,233+0.6% | Added |
| STRS Ohio | 366,757 | $25.2M | 0.09% | −7,586−2.0% | Reduced |
| Edgar Lomax Co | 371,360 | $25.5M | 1.52% | −3,630−1.0% | Reduced |
| US Bancorp | 373,091 | $25.6M | 0.04% | +188+0.1% | Added |
| TD Asset Management Inc | 375,211 | $25.7M | 0.02% | −15,946−4.1% | Reduced |
| Hennessy Advisors Inc | 384,000 | $26.3M | 1.50% | −18,200−4.5% | Reduced |
| Allianz Asset Management GmbH | 387,946 | $26.6M | 0.02% | −278,861−41.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 389,423 | $26.7M | 0.09% | +358,199+1,147.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 391,506 | $26.8M | 0.12% | +7,528+2.0% | Added |
| CIBC World Markets Corp | 397,776 | $27.3M | 0.15% | +338,087+566.4% | Added |
| Standard Life Aberdeen plc | 404,701 | $27.8M | 0.06% | −42,367−9.5% | Reduced |
| Bollard Group LLC | 417,706 | $28.6M | 0.92% | +2,210+0.5% | Added |
| Russell Investments Group, Ltd. | 425,920 | $29.2M | 0.05% | −172,165−28.8% | Reduced |
| AQR Capital Management LLC | 440,543 | $30.1M | 0.05% | +101,072+29.8% | Added |
| Voloridge Investment Management, LLC | 443,517 | $30.4M | 0.17% | −95,559−17.7% | Reduced |
| Man Group plc | 443,649 | $30.4M | 0.10% | +154,435+53.4% | Added |
| Treasurer of the State of North Carolina | 449,674 | $30.8M | 0.16% | +2,980+0.7% | Added |
| Hyman Charles D | 453,097 | $31.1M | 1.97% | +4,210+0.9% | Added |
| Gabelli Funds LLC | 453,300 | $31.1M | 0.20% | +1,400+0.3% | Added |
| Putnam Investments LLC | 469,453 | $32.2M | 0.05% | −32,160−6.4% | Reduced |
| Capital Advisors Inc | 492,387 | $33.8M | 0.90% | +21,715+4.6% | Added |
| Vaughan David Investments LLC | 505,431 | $34.7M | 1.01% | +5,963+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 527,453 | $36.0M | 0.14% | +73,508+16.2% | Added |
| Asset Management One Co.,Ltd. | 549,965 | $37.4M | 0.13% | −11,281−2.0% | Reduced |
| Ergoteles LLC | 548,841 | $37.6M | 1.46% | +548,841 | New |
| Magellan Asset Management Ltd | 568,179 | $39.0M | 0.10% | +41,889+8.0% | Added |
| Capital Investment Advisors, LLC | 577,274 | $39.6M | 1.21% | +3,270+0.6% | Added |
| Great West Life Assurance Co | 589,876 | $40.4M | 0.08% | −15,407−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 604,651 | $41.5M | 0.03% | +4,521+0.8% | Added |
| Bank of Nova Scotia | 608,086 | $41.7M | 0.06% | −466,790−43.4% | Reduced |
| State of New Jersey Common Pension Fund D | 616,108 | $42.3M | 0.12% | −4,716−0.8% | Reduced |
| Voya Investment Management LLC | 618,325 | $42.4M | 0.08% | +117,727+23.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 619,402 | $42.5M | 0.08% | −3,372−0.5% | Reduced |
| InterOcean Capital Group, LLC | 623,404 | $42.8M | 1.87% | +18,663+3.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 641,709 | $44.0M | 0.14% | −16,707−2.5% | Reduced |
| Korea Investment CORP | 644,300 | $44.2M | 0.11% | +375,700+139.9% | Added |
| Public Employees Retirement System of Ohio | 649,658 | $44.6M | 0.15% | −25,925−3.8% | Reduced |
| Stonegate Investment Group, LLC | 660,740 | $45.3M | 1.90% | +660,740 | New |
| Natixis Advisors, L.P. | 666,940 | $45.7M | 0.17% | +50,182+8.1% | Added |
| Mackenzie Financial Corp | 667,807 | $45.8M | 0.06% | +58,103+9.5% | Added |
| Mawer Investment Management Ltd. | 669,150 | $45.9M | 0.21% | +115,528+20.9% | Added |
| Advisor Group Holdings, Inc. | 679,036 | $46.6M | 0.09% | +32,511+5.0% | Added |
| Clark Capital Management Group, Inc. | 679,510 | $46.6M | 0.57% | +19,189+2.9% | Added |
| Toronto Dominion Bank | 680,805 | $46.7M | 0.06% | +171,209+33.6% | Added |
| Welch Group, LLC | 683,757 | $46.9M | 2.74% | +36,536+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 719,706 | $49.4M | 0.05% | +719,706 | New |
| HighTower Advisors, LLC | 758,751 | $52.0M | 0.11% | +21,135+2.9% | Added |
| Susquehanna International Group, LLP | 772,398 | $53.0M | 0.08% | +533,514+223.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 802,263 | $55.0M | 0.11% | −25,732−3.1% | Reduced |
| State of Wisconsin Investment Board | 819,286 | $56.2M | 0.11% | −20,855−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 858,811 | $58.9M | 0.13% | +33,955+4.1% | Added |
| Adage Capital Partners GP, L.L.C. | 929,300 | $63.7M | 0.11% | −95,300−9.3% | Reduced |
| HSBC Holdings PLC | 932,212 | $63.9M | 0.07% | −47,761−4.9% | Reduced |
| Citigroup Inc | 938,401 | $64.4M | 0.06% | −560,688−37.4% | Reduced |
| Brandywine Global Investment Management, LLC | 942,778 | $64.7M | 0.46% | −18,304−1.9% | Reduced |
| Zacks Investment Management | 944,138 | $64.7M | 0.91% | +14,636+1.6% | Added |
| Stifel Financial Corp | 956,624 | $65.6M | 0.09% | +9,547+1.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 983,887 | $67.5M | 0.71% | +712+0.1% | Added |
| Macquarie Group Ltd | 1,055,055 | $71.1M | 0.06% | +37,929+3.7% | Added |
| Truist Financial Corp | 1,080,329 | $74.1M | 0.11% | −16,918−1.5% | Reduced |
| Personal Capital Advisors Corp | 1,156,433 | $79.4M | 0.37% | +41,163+3.7% | Added |
| New York State Teachers Retirement System | 1,170,447 | $80.3M | 0.16% | −14,724−1.2% | Reduced |
| Credit Suisse AG | 1,176,079 | $80.7M | 0.06% | −74,965−6.0% | Reduced |
| Citadel Advisors LLC | 1,177,774 | $80.8M | 0.09% | +19,777+1.7% | Added |
| Old Republic International Corporation | 1,238,500 | $84.9M | 1.61% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,241,054 | $85.1M | 0.14% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,243,985 | $85.3M | 0.03% | −41,349−3.2% | Reduced |
| Principal Financial Group Inc | 1,249,551 | $85.7M | 0.05% | −26,114−2.0% | Reduced |
| Amundi | 1,255,842 | $85.8M | 0.05% | −624,160−33.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,265,682 | $86.8M | 0.21% | +159,648+14.4% | Added |
| Manufacturers Life Insurance Company, The | 1,274,150 | $87.4M | 0.05% | −143,524−10.1% | Reduced |
| Reaves W H & Co Inc | 1,301,157 | $89.2M | 2.73% | +164,429+14.5% | Added |
| Prudential Financial Inc | 1,399,029 | $89.6M | 0.11% | +157,221+12.7% | Added |
| UBS Group AG | 1,314,089 | $90.1M | 0.04% | −1,417−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 1,315,059 | $90.2M | 0.16% | −20,020−1.5% | Reduced |
| LPL Financial LLC | 1,340,119 | $91.9M | 0.08% | +68,674+5.4% | Added |
| Energy Income Partners, LLC | 1,367,773 | $93.8M | 2.21% | −385,320−22.0% | Reduced |
| Panagora Asset Management Inc | 1,375,905 | $94.4M | 0.50% | +758,323+122.8% | Added |