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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 165,190 | $12.1M | 0.03% | −68,728−29.4% | Reduced |
| Public Employees Retirement Association of Colorado | 170,571 | $12.4M | 0.06% | −1,452−0.8% | Reduced |
| Wealthfront Advisers LLC | 170,826 | $12.4M | 0.05% | +50,507+42.0% | Added |
| Gulf International Bank (UK) Ltd | 171,548 | $12.4M | 0.19% | +700+0.4% | Added |
| Tower Research Capital LLC (TRC) | 171,658 | $12.4M | 0.12% | +72,772+73.6% | Added |
| AXA S.A. | 172,511 | $12.5M | 0.04% | −37,320−17.8% | Reduced |
| Commerce Bank | 173,113 | $12.6M | 0.09% | −2,818−1.6% | Reduced |
| AE Wealth Management LLC | 174,051 | $12.6M | 0.09% | +8,897+5.4% | Added |
| CIBC Asset Management Inc | 174,627 | $12.7M | 0.04% | +1,171+0.7% | Added |
| Cbre Clarion Securities LLC | 181,000 | $13.1M | 0.18% | −18,000−9.0% | Reduced |
| Forsta Ap-Fonden | 182,700 | $13.2M | 0.15% | −15,400−7.8% | Reduced |
| Summit Global Investments | 185,011 | $13.4M | 0.99% | +109,210+144.1% | Added |
| Utah Retirement Systems | 188,672 | $13.7M | 0.18% | −3,200−1.7% | Reduced |
| Eaton Vance Management | 192,984 | $14.0M | 0.02% | +55,392+40.3% | Added |
| Sadoff Investment Management LLC | 193,706 | $14.0M | 0.89% | +2,277+1.2% | Added |
| Alberta Investment Management Corp | 195,100 | $14.1M | 0.08% | +300+0.2% | Added |
| Aviva PLC | 195,939 | $14.2M | 0.07% | −121,644−38.3% | Reduced |
| Yousif Capital Management, LLC | 196,686 | $14.3M | 0.15% | +1,689+0.9% | Added |
| Verity & Verity, LLC | 197,953 | $14.4M | 1.99% | +4,196+2.2% | Added |
| Nichols & Pratt Advisers LLP | 200,141 | $14.5M | 1.05% | −6,135−3.0% | Reduced |
| Richard C. Young & CO., LTD. | 204,576 | $14.8M | 1.89% | +1,162+0.6% | Added |
| Norris Perne & French LLP | 209,108 | $15.2M | 1.23% | −125,853−37.6% | Reduced |
| Captrust Financial Advisors | 209,581 | $15.2M | 0.10% | −10,357−4.7% | Reduced |
| C2C Wealth Management, LLC | 202,851 | $15.6M | 2.65% | 00.0% | Unchanged |
| Putnam Investments LLC | 218,346 | $15.8M | 0.02% | −251,107−53.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 220,908 | $16.0M | 0.04% | +1,988+0.9% | Added |
| Comerica Bank | 210,269 | $16.1M | 0.12% | +809+0.4% | Added |
| Davidson Investment Advisors | 228,889 | $16.6M | 1.20% | −37,212−14.0% | Reduced |
| Creative Planning | 231,202 | $16.8M | 0.03% | +7,957+3.6% | Added |
| MML Investors Services, LLC | 231,768 | $16.8M | 0.12% | +16,371+7.6% | Added |
| Independent Advisor Alliance | 232,900 | $16.9M | 0.81% | −16,694−6.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 233,210 | $16.9M | 1.28% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 237,297 | $17.2M | 1.93% | +312+0.1% | Added |
| Financial Counselors Inc | 238,252 | $17.3M | 0.36% | +9,479+4.1% | Added |
| Nomura Asset Management Co Ltd | 241,322 | $17.5M | 0.10% | +16,498+7.3% | Added |
| Cahaba Wealth Management, Inc. | 244,011 | $17.9M | 2.46% | +47,420+24.1% | Added |
| ProShare Advisors LLC | 248,633 | $18.0M | 0.04% | −3,684−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 251,964 | $18.3M | 0.54% | +68,536+37.4% | Added |
| USS Investment Management Ltd | 257,639 | $18.7M | 0.16% | +24,287+10.4% | Added |
| DnB Asset Management AS | 258,471 | $18.7M | 0.11% | +90,981+54.3% | Added |
| Regions Financial Corp | 260,667 | $18.9M | 0.15% | −12,957−4.7% | Reduced |
| Standard Life Aberdeen plc | 262,303 | $19.1M | 0.05% | −142,398−35.2% | Reduced |
| CWA Asset Management Group, LLC | 264,494 | $19.2M | 1.46% | −21,901−7.6% | Reduced |
| Amalgamated Bank | 265,754 | $19.3M | 0.15% | −19,009−6.7% | Reduced |
| Amalgamated Financial Corp. | 265,754 | $19.3M | 0.15% | +265,754 | New |
| Northwestern Mutual Wealth Management Co | 266,057 | $19.3M | 0.03% | −8,998−3.3% | Reduced |
| State of Michigan Retirement System | 267,323 | $19.4M | 0.11% | +541+0.2% | Added |
| Bridgewater Associates, LP | 268,983 | $19.5M | 0.08% | +235,701+708.2% | Added |
| Van Eck Associates Corp | 274,186 | $19.9M | 0.04% | +50,233+22.4% | Added |
| State of Tennessee, Treasury Department | 278,107 | $20.2M | 0.08% | +101,940+57.9% | Added |
| Calamos Advisors LLC | 279,898 | $20.3M | 0.08% | +37,554+15.5% | Added |
| Teacher Retirement System of Texas | 284,669 | $20.6M | 0.11% | −19,419−6.4% | Reduced |
| Mariner, LLC | 285,042 | $20.7M | 0.08% | +202,802+246.6% | Added |
| Wade G W & Inc | 285,816 | $20.7M | 0.89% | +778+0.3% | Added |
| MetLife Investment Management | 288,332 | $20.9M | 0.14% | +54,178+23.1% | Added |
| Janus Henderson Group PLC | 290,464 | $21.1M | 0.01% | +105,647+57.2% | Added |
| Arizona State Retirement System | 290,809 | $21.1M | 0.17% | +818+0.3% | Added |
| American International Group, Inc. | 292,684 | $21.2M | 0.12% | −9,022−3.0% | Reduced |
| SEI Investments Co | 297,572 | $21.6M | 0.04% | −1,605−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 298,872 | $21.7M | 0.30% | −15,451−4.9% | Reduced |
| Two Sigma Investments, LP | 303,615 | $22.0M | 0.07% | +250,385+470.4% | Added |
| American Century Companies Inc | 307,570 | $22.3M | 0.02% | −24,923−7.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 310,118 | $22.5M | 0.05% | −5,101−1.6% | Reduced |
| Baird Financial Group, Inc. | 310,359 | $22.5M | 0.06% | −1,317−0.4% | Reduced |
| IFM Investors Pty Ltd | 313,288 | $22.7M | 0.35% | +186,648+147.4% | Added |
| Martingale Asset Management L P | 324,243 | $23.5M | 0.35% | −14,493−4.3% | Reduced |
| GW Henssler & Associates Ltd | 348,199 | $25.2M | 1.53% | +7,188+2.1% | Added |
| Susquehanna International Group, LLP | 348,797 | $25.3M | 0.04% | −423,601−54.8% | Reduced |
| Retirement Systems of Alabama | 351,144 | $25.5M | 0.09% | −190.0% | Reduced |
| Guggenheim Capital LLC | 351,295 | $25.5M | 0.15% | +9,107+2.7% | Added |
| Alps Advisors Inc | 351,997 | $25.5M | 0.28% | −5,144−1.4% | Reduced |
| US Bancorp | 358,209 | $26.0M | 0.04% | −14,882−4.0% | Reduced |
| Janney Montgomery Scott LLC | 358,538 | $26.0M | 0.11% | +10,380+3.0% | Added |
| ExodusPoint Capital Management, LP | 363,212 | $26.3M | 0.38% | +363,212 | New |
| Liberty One Investment Management, LLC | 364,333 | $26.4M | 4.01% | +6,776+1.9% | Added |
| United Capital Financial Advisers, LLC | 367,015 | $26.6M | 0.13% | +2,739+0.8% | Added |
| TD Asset Management Inc | 371,771 | $27.0M | 0.02% | −3,440−0.9% | Reduced |
| Royal London Asset Management Ltd | 373,288 | $27.1M | 0.11% | +373,288 | New |
| STRS Ohio | 375,304 | $27.2M | 0.10% | +8,547+2.3% | Added |
| Man Group plc | 384,252 | $27.9M | 0.10% | −59,397−13.4% | Reduced |
| Russell Investments Group, Ltd. | 395,832 | $28.7M | 0.05% | −30,088−7.1% | Reduced |
| Hennessy Advisors Inc | 402,700 | $29.2M | 1.53% | +18,700+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 406,883 | $29.5M | 0.14% | +15,377+3.9% | Added |
| Bollard Group LLC | 418,535 | $30.3M | 0.97% | +829+0.2% | Added |
| AQR Capital Management LLC | 446,991 | $32.4M | 0.06% | +6,448+1.5% | Added |
| Treasurer of the State of North Carolina | 450,804 | $32.7M | 0.18% | +1,130+0.3% | Added |
| Gabelli Funds LLC | 453,300 | $32.9M | 0.22% | 00.0% | Unchanged |
| Hyman Charles D | 459,855 | $33.3M | 2.11% | +6,758+1.5% | Added |
| Magellan Asset Management Ltd | 485,666 | $35.2M | 0.14% | −82,513−14.5% | Reduced |
| Edgar Lomax Co | 494,025 | $35.8M | 2.10% | +122,665+33.0% | Added |
| Vaughan David Investments LLC | 510,053 | $37.0M | 1.09% | +4,622+0.9% | Added |
| Asset Management One Co.,Ltd. | 529,170 | $38.4M | 0.15% | −20,795−3.8% | Reduced |
| Allianz Asset Management GmbH | 549,132 | $39.8M | 0.03% | +161,186+41.5% | Added |
| Adage Capital Partners GP, L.L.C. | 556,700 | $40.4M | 0.08% | −372,600−40.1% | Reduced |
| Capital Advisors Inc | 557,477 | $40.4M | 1.11% | +65,090+13.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 573,048 | $41.6M | 0.16% | +45,595+8.6% | Added |
| Zurich Insurance Group Ltd | 579,273 | $42.0M | 0.52% | +579,273 | New |
| The PNC Financial Services Group, Inc. | 586,599 | $42.5M | 0.04% | −18,052−3.0% | Reduced |
| Capital Investment Advisors, LLC | 589,848 | $42.8M | 1.31% | +12,574+2.2% | Added |
| Natixis | 600,617 | $43.6M | 0.15% | +386,226+180.2% | Added |