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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 1,377,315 | $94.5M | 0.09% | +229,499+20.0% | Added |
| Envestnet Asset Management Inc | 1,414,216 | $97.0M | 0.05% | +80,715+6.1% | Added |
| Duff & Phelps Investment Management Co | 1,529,277 | $104.9M | 1.23% | −165,626−9.8% | Reduced |
| Synovus Financial Corp | 1,533,516 | $105.2M | 1.04% | +10,277+0.7% | Added |
| National Pension Service | 1,559,386 | $106.9M | 0.19% | −56,068−3.5% | Reduced |
| Millennium Management LLC | 1,591,856 | $109.2M | 0.12% | +1,052,909+195.4% | Added |
| First Trust Advisors LP | 1,681,455 | $115.3M | 0.11% | −102,228−5.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,779,938 | $122.1M | 0.23% | +216,956+13.9% | Added |
| Rhumbline Advisers | 1,817,107 | $124.6M | 0.15% | +22,737+1.3% | Added |
| Confluence Investment Management LLC | 1,841,027 | $126.3M | 1.68% | −61,733−3.2% | Reduced |
| California State Teachers Retirement System | 1,847,274 | $126.7M | 0.15% | +71,714+4.0% | Added |
| Dimensional Fund Advisors LP | 1,921,565 | $131.8M | 0.04% | +18,237+1.0% | Added |
| New York State Common Retirement Fund | 1,928,934 | $132.3M | 0.13% | −26,924−1.4% | Reduced |
| Ameriprise Financial Inc | 1,976,933 | $135.3M | 0.04% | +19,208+1.0% | Added |
| Zimmer Partners, LP | 2,000,000 | $137.2M | 2.05% | −1,281,951−39.1% | Reduced |
| Barclays PLC | 2,018,847 | $138.5M | 0.08% | −174,337−7.9% | Reduced |
| Bank of Montreal | 2,025,091 | $138.5M | 0.07% | −161,893−7.4% | Reduced |
| Deutsche Bank AG | 2,034,668 | $139.5M | 0.06% | −194,921−8.7% | Reduced |
| JPMorgan Chase & Co | 2,037,257 | $139.7M | 0.02% | +148,545+7.9% | Added |
| Canada Pension Plan Investment Board | 2,049,709 | $140.6M | 0.15% | −79,366−3.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,123,695 | $145.6M | 0.46% | −82,629−3.7% | Reduced |
| Raymond James & Associates | 2,194,332 | $150.5M | 0.12% | +39,505+1.8% | Added |
| APG Asset Management N.V. | 2,848,665 | $171.8M | 0.29% | −123,600−4.2% | Reduced |
| Wellington Management Group LLP | 2,520,485 | $172.9M | 0.03% | +17,103+0.7% | Added |
| Royal Bank of Canada | 2,569,666 | $176.2M | 0.04% | −295,238−10.3% | Reduced |
| Renaissance Technologies LLC | 3,074,011 | $210.8M | 0.26% | +627,911+25.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,134,168 | $214.9M | 0.13% | −128,299−3.9% | Reduced |
| ClearBridge Investments Ltd | 3,225,936 | $221.2M | 6.65% | −17,831−0.5% | Reduced |
| UBS Asset Management Americas Inc | 3,422,257 | $234.7M | 0.09% | −333,474−8.9% | Reduced |
| Parametric Portfolio Associates LLC | 3,510,974 | $240.8M | 0.12% | +124,873+3.7% | Added |
| Nuveen Asset Management, LLC | 3,516,936 | $241.2M | 0.07% | −213,985−5.7% | Reduced |
| Norges Bank | 3,908,316 | $268.0M | 0.06% | −822,835−17.4% | Reduced |
| Pictet Asset Management SA | 3,924,655 | $269.2M | 0.27% | −830,341−17.5% | Reduced |
| Goldman Sachs Group Inc | 3,978,066 | $272.8M | 0.07% | +173,412+4.6% | Added |
| Swiss National Bank | 4,024,547 | $276.0M | 0.17% | −167,500−4.0% | Reduced |
| Wells Fargo & Company | 4,591,054 | $314.9M | 0.08% | −787,702−14.6% | Reduced |
| Charles Schwab Investment Management Inc | 5,262,209 | $360.9M | 0.11% | +215,180+4.3% | Added |
| Morgan Stanley | 6,229,748 | $427.2M | 0.05% | +1,233,436+24.7% | Added |
| Invesco Ltd. | 6,398,744 | $438.8M | 0.11% | +301,690+4.9% | Added |
| Federated Hermes, Inc. | 6,561,837 | $450.0M | 0.84% | +124,802+1.9% | Added |
| Bank of America Corp | 7,744,293 | $531.1M | 0.06% | −717,816−8.5% | Reduced |
| California Public Employees Retirement System | 7,953,572 | $545.5M | 0.37% | −224,805−2.7% | Reduced |
| Bank of New York Mellon Corp | 8,161,695 | $559.7M | 0.10% | +136,427+1.7% | Added |
| Legal & General Group Plc | 10,187,185 | $698.6M | 0.21% | −338,142−3.2% | Reduced |
| Northern Trust Corp | 11,261,104 | $772.3M | 0.13% | −234,511−2.0% | Reduced |
| Capital Research Global Investors | 11,938,813 | $818.8M | 0.18% | +102,121+0.9% | Added |
| Geode Capital Management, LLC | 16,564,622 | $1.13B | 0.14% | +480,757+3.0% | Added |
| FMR LLC | 25,539,820 | $1.75B | 0.13% | +605,880+2.4% | Added |
| Franklin Resources Inc | 28,621,339 | $1.96B | 0.71% | −1,142,671−3.8% | Reduced |
| Massachusetts Financial Services Co | 30,648,405 | $2.10B | 0.58% | −174,170−0.6% | Reduced |
| Price T Rowe Associates Inc | 43,738,622 | $3.00B | 0.27% | +8,731,817+24.9% | Added |
| State Street Corp | 52,509,811 | $3.60B | 0.17% | +432,976+0.8% | Added |
| BlackRock Inc. | 73,889,061 | $5.07B | 0.13% | +539,395+0.7% | Added |
| Vanguard Group Inc | 90,764,249 | $6.22B | 0.14% | +140,231+0.2% | Added |
| Jennison Associates LLC | 0 | $0 | 0.00% | −542,886−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −174,411−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −146,736−100.0% | Sold out |
| Coann Capital LLC | 0 | $0 | 0.00% | −128,520−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −79,731−100.0% | Sold out |
| BCM Advisors, LLC | 0 | $0 | 0.00% | −71,158−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −60,099−100.0% | Sold out |
| Jones Road Capital Management, L.P. | 0 | $0 | 0.00% | −41,050−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −37,972−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −37,311−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −31,900−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −27,286−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −26,744−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −26,378−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −25,294−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −20,822−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,608−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −18,364−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,388−100.0% | Sold out |
| AllGen Financial Advisors, Inc. | 0 | $0 | 0.00% | −42,158−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −16,772−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,418−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −12,941−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,980−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −9,939−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,298−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −8,326−100.0% | Sold out |
| Groesbeck Investment Management Corp | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,132−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −5,912−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −3,954−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −3,270−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −2,964−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |