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, Q1 2022
Institutional positions in Southern Co as of Mar 31, 2022. 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
- 1,700
- +71 vs. Q4 2021
- Shares held
- 653.2M
- +12.9M (+2.0%) vs. Q4 2021
- Total value
- $47.3B
- +$3.45B (+7.9%) vs. Q4 2021
- New holders
- 154
- 665 more added
- Sold out
- 83
- 586 more reduced
25 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 91,645,885 | $6.65B | 0.16% | +881,636+1.0% | Added |
| BlackRock Inc. | 69,533,043 | $5.04B | 0.14% | −4,356,018−5.9% | Reduced |
| State Street Corp | 62,701,855 | $4.55B | 0.22% | +10,192,044+19.4% | Added |
| Price T Rowe Associates Inc | 57,371,855 | $4.16B | 0.42% | +13,633,233+31.2% | Added |
| FMR LLC | 32,333,221 | $2.34B | 0.19% | +6,793,401+26.6% | Added |
| Massachusetts Financial Services Co | 29,293,437 | $2.12B | 0.63% | −1,354,968−4.4% | Reduced |
| Franklin Resources Inc | 23,740,991 | $1.72B | 0.69% | −4,880,348−17.1% | Reduced |
| Geode Capital Management, LLC | 17,579,023 | $1.27B | 0.16% | +1,014,401+6.1% | Added |
| Capital Research Global Investors | 11,404,226 | $826.9M | 0.20% | −534,587−4.5% | Reduced |
| Northern Trust Corp | 11,126,705 | $806.8M | 0.14% | −134,399−1.2% | Reduced |
| Legal & General Group Plc | 9,930,235 | $720.0M | 0.22% | −256,950−2.5% | Reduced |
| Bank of New York Mellon Corp | 7,990,904 | $579.4M | 0.11% | −170,791−2.1% | Reduced |
| California Public Employees Retirement System | 7,914,172 | $573.9M | 0.45% | −39,400−0.5% | Reduced |
| Bank of America Corp | 7,064,187 | $512.2M | 0.05% | −680,106−8.8% | Reduced |
| Invesco Ltd. | 6,564,896 | $476.0M | 0.12% | +166,152+2.6% | Added |
| Federated Hermes, Inc. | 5,502,146 | $399.0M | 0.90% | −1,059,691−16.1% | Reduced |
| Charles Schwab Investment Management Inc | 5,452,665 | $395.4M | 0.12% | +190,456+3.6% | Added |
| Morgan Stanley | 5,023,319 | $364.2M | 0.05% | −1,206,429−19.4% | Reduced |
| Wells Fargo & Company | 4,879,810 | $353.8M | 0.09% | +288,756+6.3% | Added |
| Swiss National Bank | 4,590,347 | $332.8M | 0.19% | +565,800+14.1% | Added |
| Norges Bank | 4,131,626 | $299.6M | 0.07% | +223,310+5.7% | Added |
| Goldman Sachs Group Inc | 4,001,025 | $290.1M | 0.07% | +22,959+0.6% | Added |
| Pictet Asset Management SA | 3,845,653 | $278.8M | 0.32% | −79,002−2.0% | Reduced |
| UBS Asset Management Americas Inc | 3,698,779 | $268.2M | 0.11% | +276,522+8.1% | Added |
| JPMorgan Chase & Co | 3,644,781 | $264.3M | 0.03% | +1,607,524+78.9% | Added |
| Parametric Portfolio Associates LLC | 3,610,783 | $261.8M | 0.14% | +99,809+2.8% | Added |
| Nuveen Asset Management, LLC | 3,656,314 | $251.9M | 0.08% | +139,378+4.0% | Added |
| Ensign Peak Advisors, Inc | 3,229,577 | $234.2M | 0.48% | +1,449,639+81.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,110,523 | $225.5M | 0.15% | −23,645−0.8% | Reduced |
| Wellington Management Group LLP | 2,597,773 | $188.4M | 0.03% | +77,288+3.1% | Added |
| APG Asset Management N.V. | 2,758,264 | $179.8M | 0.34% | −90,401−3.2% | Reduced |
| Royal Bank of Canada | 2,380,986 | $172.6M | 0.05% | −188,680−7.3% | Reduced |
| Ameriprise Financial Inc | 2,267,156 | $164.3M | 0.05% | +290,223+14.7% | Added |
| Raymond James & Associates | 2,195,334 | $159.2M | 0.13% | +1,0020.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,039,275 | $147.9M | 0.47% | −84,420−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,912,115 | $138.6M | 0.04% | −9,450−0.5% | Reduced |
| New York State Common Retirement Fund | 1,874,506 | $135.9M | 0.15% | −54,428−2.8% | Reduced |
| Confluence Investment Management LLC | 1,856,708 | $134.6M | 1.88% | +15,681+0.9% | Added |
| Bank of Montreal | 1,828,018 | $132.5M | 0.08% | −197,073−9.7% | Reduced |
| Rhumbline Advisers | 1,824,728 | $132.3M | 0.17% | +7,621+0.4% | Added |
| Victory Capital Management Inc | 1,778,799 | $130.5M | 0.13% | +401,484+29.1% | Added |
| California State Teachers Retirement System | 1,732,530 | $125.6M | 0.17% | −114,744−6.2% | Reduced |
| Energy Income Partners, LLC | 1,731,590 | $125.6M | 2.70% | +363,817+26.6% | Added |
| Synovus Financial Corp | 1,729,967 | $125.5M | 1.33% | +196,451+12.8% | Added |
| Deutsche Bank AG | 1,717,348 | $124.5M | 0.06% | −317,320−15.6% | Reduced |
| First Trust Advisors LP | 1,697,282 | $123.1M | 0.13% | +15,827+0.9% | Added |
| Canada Pension Plan Investment Board | 1,672,099 | $121.2M | 0.16% | −377,610−18.4% | Reduced |
| Renaissance Technologies LLC | 1,651,211 | $119.7M | 0.14% | −1,422,800−46.3% | Reduced |
| Envestnet Asset Management Inc | 1,464,872 | $106.2M | 0.05% | +50,656+3.6% | Added |
| Duff & Phelps Investment Management Co | 1,462,546 | $106.0M | 1.23% | −66,731−4.4% | Reduced |
| National Pension Service | 1,458,899 | $105.8M | 0.19% | −100,487−6.4% | Reduced |
| LPL Financial LLC | 1,386,866 | $100.6M | 0.09% | +46,747+3.5% | Added |
| Prudential Financial Inc | 1,386,050 | $100.5M | 0.13% | −12,979−0.9% | Reduced |
| Reaves W H & Co Inc | 1,327,812 | $96.3M | 3.07% | +26,655+2.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,325,479 | $96.1M | 0.95% | +341,592+34.7% | Added |
| ClearBridge Investments Ltd | 1,295,261 | $93.9M | 2.93% | −1,930,675−59.8% | Reduced |
| State Board of Administration of Florida Retirement System | 1,282,153 | $93.0M | 0.18% | −32,906−2.5% | Reduced |
| Credit Suisse AG | 1,252,902 | $90.8M | 0.08% | +76,823+6.5% | Added |
| Barclays PLC | 1,249,407 | $90.6M | 0.07% | −769,440−38.1% | Reduced |
| Cohen & Steers, Inc. | 1,241,054 | $90.0M | 0.15% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,240,934 | $90.0M | 0.06% | −33,216−2.6% | Reduced |
| Principal Financial Group Inc | 1,234,664 | $89.5M | 0.06% | −14,887−1.2% | Reduced |
| Alliancebernstein L.P. | 1,226,658 | $88.9M | 0.03% | −17,327−1.4% | Reduced |
| Panagora Asset Management Inc | 1,220,613 | $88.5M | 0.48% | −155,292−11.3% | Reduced |
| Personal Capital Advisors Corp | 1,195,440 | $86.7M | 0.41% | +39,007+3.4% | Added |
| New York State Teachers Retirement System | 1,171,068 | $84.9M | 0.17% | +621+0.1% | Added |
| Old Republic International Corporation | 1,149,500 | $83.3M | 1.69% | −89,000−7.2% | Reduced |
| Truist Financial Corp | 1,073,507 | $77.8M | 0.12% | −6,822−0.6% | Reduced |
| Amundi | 972,981 | $73.7M | 0.05% | −282,861−22.5% | Reduced |
| Zacks Investment Management | 1,005,575 | $72.9M | 1.01% | +61,437+6.5% | Added |
| UBS Group AG | 995,019 | $72.1M | 0.03% | −319,070−24.3% | Reduced |
| Macquarie Group Ltd | 1,118,893 | $71.1M | 0.06% | +63,838+6.1% | Added |
| Stifel Financial Corp | 941,142 | $68.2M | 0.09% | −15,482−1.6% | Reduced |
| HSBC Holdings PLC | 914,306 | $66.4M | 0.09% | −17,906−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 908,196 | $65.9M | 0.48% | −34,582−3.7% | Reduced |
| Mackenzie Financial Corp | 907,132 | $65.8M | 0.09% | +239,325+35.8% | Added |
| Commonwealth Equity Services, LLC | 877,951 | $63.7M | 0.15% | +19,140+2.2% | Added |
| HighTower Advisors, LLC | 811,017 | $58.8M | 0.13% | +52,266+6.9% | Added |
| BNP Paribas Arbitrage, SA | 797,460 | $57.8M | 0.11% | −468,222−37.0% | Reduced |
| State of Wisconsin Investment Board | 792,278 | $57.4M | 0.12% | −27,008−3.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 778,891 | $56.5M | 0.13% | −23,372−2.9% | Reduced |
| Toronto Dominion Bank | 762,306 | $55.3M | 0.08% | +81,501+12.0% | Added |
| Citadel Advisors LLC | 738,135 | $53.5M | 0.06% | −439,639−37.3% | Reduced |
| Korea Investment CORP | 737,900 | $53.5M | 0.13% | +93,600+14.5% | Added |
| Voya Investment Management LLC | 708,573 | $51.4M | 0.11% | +90,248+14.6% | Added |
| Welch Group, LLC | 698,449 | $50.6M | 2.89% | +14,692+2.1% | Added |
| Clark Capital Management Group, Inc. | 693,334 | $50.3M | 0.56% | +13,824+2.0% | Added |
| Mawer Investment Management Ltd. | 673,825 | $48.9M | 0.23% | +4,675+0.7% | Added |
| Citigroup Inc | 668,663 | $48.5M | 0.05% | −269,738−28.7% | Reduced |
| Advisor Group Holdings, Inc. | 678,304 | $48.3M | 0.10% | −732−0.1% | Reduced |
| Stonegate Investment Group, LLC | 655,789 | $47.6M | 1.56% | −4,951−0.7% | Reduced |
| Natixis Advisors, L.P. | 645,407 | $46.8M | 0.18% | −21,533−3.2% | Reduced |
| InterOcean Capital Group, LLC | 643,379 | $46.7M | 2.00% | +19,975+3.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 643,351 | $46.6M | 0.16% | +1,642+0.3% | Added |
| Public Employees Retirement System of Ohio | 629,007 | $45.6M | 0.16% | −20,651−3.2% | Reduced |
| State of New Jersey Common Pension Fund D | 625,209 | $45.3M | 0.14% | +9,101+1.5% | Added |
| Great West Life Assurance Co | 593,833 | $45.2M | 0.09% | +3,957+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 613,453 | $44.5M | 0.08% | −5,949−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 603,093 | $43.7M | 0.06% | −116,613−16.2% | Reduced |
| Natixis | 600,617 | $43.6M | 0.15% | +386,226+180.2% | Added |