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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 618,325 | $42.4M | 0.08% | +117,727+23.5% | Added |
| State of New Jersey Common Pension Fund D | 616,108 | $42.3M | 0.12% | −4,716−0.8% | Reduced |
| Bank of Nova Scotia | 608,086 | $41.7M | 0.06% | −466,790−43.4% | Reduced |
| The PNC Financial Services Group, Inc. | 604,651 | $41.5M | 0.03% | +4,521+0.8% | Added |
| Great West Life Assurance Co | 589,876 | $40.4M | 0.08% | −15,407−2.5% | Reduced |
| Capital Investment Advisors, LLC | 577,274 | $39.6M | 1.21% | +3,270+0.6% | Added |
| Magellan Asset Management Ltd | 568,179 | $39.0M | 0.10% | +41,889+8.0% | Added |
| Ergoteles LLC | 548,841 | $37.6M | 1.46% | +548,841 | New |
| Asset Management One Co.,Ltd. | 549,965 | $37.4M | 0.13% | −11,281−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 527,453 | $36.0M | 0.14% | +73,508+16.2% | Added |
| Vaughan David Investments LLC | 505,431 | $34.7M | 1.01% | +5,963+1.2% | Added |
| Capital Advisors Inc | 492,387 | $33.8M | 0.90% | +21,715+4.6% | Added |
| Putnam Investments LLC | 469,453 | $32.2M | 0.05% | −32,160−6.4% | Reduced |
| Gabelli Funds LLC | 453,300 | $31.1M | 0.20% | +1,400+0.3% | Added |
| Hyman Charles D | 453,097 | $31.1M | 1.97% | +4,210+0.9% | Added |
| Treasurer of the State of North Carolina | 449,674 | $30.8M | 0.16% | +2,980+0.7% | Added |
| Man Group plc | 443,649 | $30.4M | 0.10% | +154,435+53.4% | Added |
| Voloridge Investment Management, LLC | 443,517 | $30.4M | 0.17% | −95,559−17.7% | Reduced |
| AQR Capital Management LLC | 440,543 | $30.1M | 0.05% | +101,072+29.8% | Added |
| Russell Investments Group, Ltd. | 425,920 | $29.2M | 0.05% | −172,165−28.8% | Reduced |
| Bollard Group LLC | 417,706 | $28.6M | 0.92% | +2,210+0.5% | Added |
| Standard Life Aberdeen plc | 404,701 | $27.8M | 0.06% | −42,367−9.5% | Reduced |
| CIBC World Markets Corp | 397,776 | $27.3M | 0.15% | +338,087+566.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 391,506 | $26.8M | 0.12% | +7,528+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 389,423 | $26.7M | 0.09% | +358,199+1,147.2% | Added |
| Allianz Asset Management GmbH | 387,946 | $26.6M | 0.02% | −278,861−41.8% | Reduced |
| Hennessy Advisors Inc | 384,000 | $26.3M | 1.50% | −18,200−4.5% | Reduced |
| TD Asset Management Inc | 375,211 | $25.7M | 0.02% | −15,946−4.1% | Reduced |
| US Bancorp | 373,091 | $25.6M | 0.04% | +188+0.1% | Added |
| Edgar Lomax Co | 371,360 | $25.5M | 1.52% | −3,630−1.0% | Reduced |
| STRS Ohio | 366,757 | $25.2M | 0.09% | −7,586−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 364,276 | $25.0M | 0.12% | +2,233+0.6% | Added |
| Liberty One Investment Management, LLC | 357,557 | $24.5M | 3.69% | +15,206+4.4% | Added |
| Alps Advisors Inc | 357,141 | $24.5M | 0.28% | +8,221+2.4% | Added |
| Retirement Systems of Alabama | 351,163 | $24.1M | 0.08% | −12,448−3.4% | Reduced |
| Agf Investments Inc. | 351,140 | $24.1M | 0.17% | +124,642+55.0% | Added |
| Janney Montgomery Scott LLC | 348,158 | $23.9M | 0.09% | +3,451+1.0% | Added |
| Guggenheim Capital LLC | 342,188 | $23.5M | 0.12% | +27,926+8.9% | Added |
| GW Henssler & Associates Ltd | 341,011 | $23.4M | 1.49% | +1,131+0.3% | Added |
| Martingale Asset Management L P | 338,736 | $23.2M | 0.30% | +1,909+0.6% | Added |
| Norris Perne & French LLP | 334,961 | $23.0M | 1.78% | +6,958+2.1% | Added |
| American Century Companies Inc | 332,493 | $22.8M | 0.01% | +15,777+5.0% | Added |
| Aviva PLC | 317,583 | $21.8M | 0.09% | −6,032−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 315,219 | $21.6M | 0.05% | −34,751−9.9% | Reduced |
| Swiss Life Asset Management Ltd | 314,323 | $21.6M | 0.28% | +21,001+7.2% | Added |
| Baird Financial Group, Inc. | 311,676 | $21.4M | 0.05% | +676+0.2% | Added |
| Teacher Retirement System of Texas | 304,088 | $20.9M | 0.09% | −201,009−39.8% | Reduced |
| American International Group, Inc. | 301,706 | $20.7M | 0.10% | −2,692−0.9% | Reduced |
| SEI Investments Co | 299,177 | $20.6M | 0.04% | −56,364−15.9% | Reduced |
| Arizona State Retirement System | 289,991 | $19.9M | 0.15% | −5,221−1.8% | Reduced |
| CWA Asset Management Group, LLC | 286,395 | $19.6M | 1.46% | +2,608+0.9% | Added |
| Wade G W & Inc | 285,038 | $19.5M | 0.85% | +2,412+0.9% | Added |
| Amalgamated Bank | 284,763 | $19.5M | 0.14% | −3,762−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 275,055 | $18.9M | 0.03% | −21,536−7.3% | Reduced |
| Regions Financial Corp | 273,624 | $18.8M | 0.15% | −30,666−10.1% | Reduced |
| First Horizon Advisors, Inc. | 271,091 | $18.6M | 0.56% | +176,298+186.0% | Added |
| State of Michigan Retirement System | 266,782 | $18.3M | 0.10% | +900+0.3% | Added |
| Davidson Investment Advisors | 266,101 | $18.2M | 1.30% | −821−0.3% | Reduced |
| ING Groep NV | 252,756 | $17.3M | 0.16% | +32,450+14.7% | Added |
| ProShare Advisors LLC | 252,317 | $17.3M | 0.03% | +38,434+18.0% | Added |
| Independent Advisor Alliance | 249,594 | $17.1M | 0.85% | +8,429+3.5% | Added |
| Calamos Advisors LLC | 242,344 | $16.6M | 0.07% | +9,181+3.9% | Added |
| Cornerstone Capital, Inc. | 236,985 | $16.3M | 1.73% | −7,275−3.0% | Reduced |
| Jefferies Group LLC | 236,800 | $16.2M | 0.30% | +196,800+492.0% | Added |
| MetLife Investment Management | 234,154 | $16.1M | 0.13% | −4,992−2.1% | Reduced |
| USS Investment Management Ltd | 233,352 | $16.0M | 0.13% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 233,210 | $16.0M | 1.18% | +210+0.1% | Added |
| DekaBank Deutsche Girozentrale | 233,918 | $15.9M | 0.04% | +27,522+13.3% | Added |
| Financial Counselors Inc | 228,773 | $15.7M | 0.32% | +2,908+1.3% | Added |
| Nomura Asset Management Co Ltd | 224,824 | $15.4M | 0.08% | +8,039+3.7% | Added |
| Van Eck Associates Corp | 223,953 | $15.4M | 0.04% | +33,611+17.7% | Added |
| Creative Planning | 223,245 | $15.3M | 0.02% | −7,642−3.3% | Reduced |
| Captrust Financial Advisors | 219,938 | $15.1M | 0.10% | +17,332+8.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 218,920 | $15.0M | 0.03% | −180.0% | Reduced |
| MML Investors Services, LLC | 215,397 | $14.8M | 0.11% | +4,425+2.1% | Added |
| Natixis | 214,391 | $14.7M | 0.05% | +91,086+73.9% | Added |
| AXA S.A. | 209,831 | $14.4M | 0.04% | +21,077+11.2% | Added |
| Willis Investment Counsel | 207,558 | $14.2M | 0.75% | −2,908−1.4% | Reduced |
| Nichols & Pratt Advisers LLP | 206,276 | $14.1M | 0.98% | −2,900−1.4% | Reduced |
| Comerica Bank | 209,460 | $14.1M | 0.10% | −2,879−1.4% | Reduced |
| Richard C. Young & CO., LTD. | 203,414 | $13.9M | 1.76% | +7,537+3.8% | Added |
| C2C Wealth Management, LLC | 202,851 | $13.9M | 2.00% | +202,851 | New |
| Cbre Clarion Securities LLC | 199,000 | $13.6M | 0.20% | +199,000 | New |
| Forsta Ap-Fonden | 198,100 | $13.6M | 0.14% | −43,500−18.0% | Reduced |
| Cahaba Wealth Management, Inc. | 196,591 | $13.5M | 1.79% | +79,065+67.3% | Added |
| Yousif Capital Management, LLC | 194,997 | $13.4M | 0.14% | +194,997 | New |
| Alberta Investment Management Corp | 194,800 | $13.4M | 0.08% | 00.0% | Unchanged |
| Verity & Verity, LLC | 193,757 | $13.3M | 1.90% | +4,356+2.3% | Added |
| AMP Capital Investors Ltd | 192,217 | $13.2M | 0.37% | −563,040−74.5% | Reduced |
| Utah Retirement Systems | 191,872 | $13.2M | 0.16% | +400+0.2% | Added |
| Sadoff Investment Management LLC | 191,429 | $13.1M | 0.77% | +2,414+1.3% | Added |
| British Columbia Investment Management Corp | 186,084 | $12.8M | 0.07% | −9,702−5.0% | Reduced |
| Janus Henderson Group PLC | 184,817 | $12.7M | 0.01% | −11,054−5.6% | Reduced |
| Illinois Municipal Retirement Fund | 183,428 | $12.6M | 0.35% | +69,113+60.5% | Added |
| Bridgeworth, LLC | 183,065 | $12.6M | 2.77% | +45,694+33.3% | Added |
| Arbor Wealth Management, LLC | 182,665 | $12.5M | 2.75% | +3,702+2.1% | Added |
| Kestra Advisory Services, LLC | 178,520 | $12.2M | 0.12% | +27,468+18.2% | Added |
| Public Sector Pension Investment Board | 176,838 | $12.1M | 0.07% | −1,750−1.0% | Reduced |
| State of Tennessee, Treasury Department | 176,167 | $12.1M | 0.04% | −2,705−1.5% | Reduced |
| Commerce Bank | 175,931 | $12.1M | 0.08% | −1,690−1.0% | Reduced |