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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 603,093 | $43.7M | 0.06% | −116,613−16.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 613,453 | $44.5M | 0.08% | −5,949−1.0% | Reduced |
| Great West Life Assurance Co | 593,833 | $45.2M | 0.09% | +3,957+0.7% | Added |
| State of New Jersey Common Pension Fund D | 625,209 | $45.3M | 0.14% | +9,101+1.5% | Added |
| Public Employees Retirement System of Ohio | 629,007 | $45.6M | 0.16% | −20,651−3.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 643,351 | $46.6M | 0.16% | +1,642+0.3% | Added |
| InterOcean Capital Group, LLC | 643,379 | $46.7M | 2.00% | +19,975+3.2% | Added |
| Natixis Advisors, L.P. | 645,407 | $46.8M | 0.18% | −21,533−3.2% | Reduced |
| Stonegate Investment Group, LLC | 655,789 | $47.6M | 1.56% | −4,951−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 678,304 | $48.3M | 0.10% | −732−0.1% | Reduced |
| Citigroup Inc | 668,663 | $48.5M | 0.05% | −269,738−28.7% | Reduced |
| Mawer Investment Management Ltd. | 673,825 | $48.9M | 0.23% | +4,675+0.7% | Added |
| Clark Capital Management Group, Inc. | 693,334 | $50.3M | 0.56% | +13,824+2.0% | Added |
| Welch Group, LLC | 698,449 | $50.6M | 2.89% | +14,692+2.1% | Added |
| Voya Investment Management LLC | 708,573 | $51.4M | 0.11% | +90,248+14.6% | Added |
| Korea Investment CORP | 737,900 | $53.5M | 0.13% | +93,600+14.5% | Added |
| Citadel Advisors LLC | 738,135 | $53.5M | 0.06% | −439,639−37.3% | Reduced |
| Toronto Dominion Bank | 762,306 | $55.3M | 0.08% | +81,501+12.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 778,891 | $56.5M | 0.13% | −23,372−2.9% | Reduced |
| State of Wisconsin Investment Board | 792,278 | $57.4M | 0.12% | −27,008−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 797,460 | $57.8M | 0.11% | −468,222−37.0% | Reduced |
| HighTower Advisors, LLC | 811,017 | $58.8M | 0.13% | +52,266+6.9% | Added |
| Commonwealth Equity Services, LLC | 877,951 | $63.7M | 0.15% | +19,140+2.2% | Added |
| Mackenzie Financial Corp | 907,132 | $65.8M | 0.09% | +239,325+35.8% | Added |
| Brandywine Global Investment Management, LLC | 908,196 | $65.9M | 0.48% | −34,582−3.7% | Reduced |
| HSBC Holdings PLC | 914,306 | $66.4M | 0.09% | −17,906−1.9% | Reduced |
| Stifel Financial Corp | 941,142 | $68.2M | 0.09% | −15,482−1.6% | Reduced |
| Macquarie Group Ltd | 1,118,893 | $71.1M | 0.06% | +63,838+6.1% | Added |
| UBS Group AG | 995,019 | $72.1M | 0.03% | −319,070−24.3% | Reduced |
| Zacks Investment Management | 1,005,575 | $72.9M | 1.01% | +61,437+6.5% | Added |
| Amundi | 972,981 | $73.7M | 0.05% | −282,861−22.5% | Reduced |
| Truist Financial Corp | 1,073,507 | $77.8M | 0.12% | −6,822−0.6% | Reduced |
| Old Republic International Corporation | 1,149,500 | $83.3M | 1.69% | −89,000−7.2% | Reduced |
| New York State Teachers Retirement System | 1,171,068 | $84.9M | 0.17% | +621+0.1% | Added |
| Personal Capital Advisors Corp | 1,195,440 | $86.7M | 0.41% | +39,007+3.4% | Added |
| Panagora Asset Management Inc | 1,220,613 | $88.5M | 0.48% | −155,292−11.3% | Reduced |
| Alliancebernstein L.P. | 1,226,658 | $88.9M | 0.03% | −17,327−1.4% | Reduced |
| Principal Financial Group Inc | 1,234,664 | $89.5M | 0.06% | −14,887−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,240,934 | $90.0M | 0.06% | −33,216−2.6% | Reduced |
| Cohen & Steers, Inc. | 1,241,054 | $90.0M | 0.15% | 00.0% | Unchanged |
| Barclays PLC | 1,249,407 | $90.6M | 0.07% | −769,440−38.1% | Reduced |
| Credit Suisse AG | 1,252,902 | $90.8M | 0.08% | +76,823+6.5% | Added |
| State Board of Administration of Florida Retirement System | 1,282,153 | $93.0M | 0.18% | −32,906−2.5% | Reduced |
| ClearBridge Investments Ltd | 1,295,261 | $93.9M | 2.93% | −1,930,675−59.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,325,479 | $96.1M | 0.95% | +341,592+34.7% | Added |
| Reaves W H & Co Inc | 1,327,812 | $96.3M | 3.07% | +26,655+2.0% | Added |
| Prudential Financial Inc | 1,386,050 | $100.5M | 0.13% | −12,979−0.9% | Reduced |
| LPL Financial LLC | 1,386,866 | $100.6M | 0.09% | +46,747+3.5% | Added |
| National Pension Service | 1,458,899 | $105.8M | 0.19% | −100,487−6.4% | Reduced |
| Duff & Phelps Investment Management Co | 1,462,546 | $106.0M | 1.23% | −66,731−4.4% | Reduced |
| Envestnet Asset Management Inc | 1,464,872 | $106.2M | 0.05% | +50,656+3.6% | Added |
| Renaissance Technologies LLC | 1,651,211 | $119.7M | 0.14% | −1,422,800−46.3% | Reduced |
| Canada Pension Plan Investment Board | 1,672,099 | $121.2M | 0.16% | −377,610−18.4% | Reduced |
| First Trust Advisors LP | 1,697,282 | $123.1M | 0.13% | +15,827+0.9% | Added |
| Deutsche Bank AG | 1,717,348 | $124.5M | 0.06% | −317,320−15.6% | Reduced |
| Synovus Financial Corp | 1,729,967 | $125.5M | 1.33% | +196,451+12.8% | Added |
| Energy Income Partners, LLC | 1,731,590 | $125.6M | 2.70% | +363,817+26.6% | Added |
| California State Teachers Retirement System | 1,732,530 | $125.6M | 0.17% | −114,744−6.2% | Reduced |
| Victory Capital Management Inc | 1,778,799 | $130.5M | 0.13% | +401,484+29.1% | Added |
| Rhumbline Advisers | 1,824,728 | $132.3M | 0.17% | +7,621+0.4% | Added |
| Bank of Montreal | 1,828,018 | $132.5M | 0.08% | −197,073−9.7% | Reduced |
| Confluence Investment Management LLC | 1,856,708 | $134.6M | 1.88% | +15,681+0.9% | Added |
| New York State Common Retirement Fund | 1,874,506 | $135.9M | 0.15% | −54,428−2.8% | Reduced |
| Dimensional Fund Advisors LP | 1,912,115 | $138.6M | 0.04% | −9,450−0.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,039,275 | $147.9M | 0.47% | −84,420−4.0% | Reduced |
| Raymond James & Associates | 2,195,334 | $159.2M | 0.13% | +1,0020.0% | Added |
| Ameriprise Financial Inc | 2,267,156 | $164.3M | 0.05% | +290,223+14.7% | Added |
| Royal Bank of Canada | 2,380,986 | $172.6M | 0.05% | −188,680−7.3% | Reduced |
| APG Asset Management N.V. | 2,758,264 | $179.8M | 0.34% | −90,401−3.2% | Reduced |
| Wellington Management Group LLP | 2,597,773 | $188.4M | 0.03% | +77,288+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,110,523 | $225.5M | 0.15% | −23,645−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 3,229,577 | $234.2M | 0.48% | +1,449,639+81.4% | Added |
| Nuveen Asset Management, LLC | 3,656,314 | $251.9M | 0.08% | +139,378+4.0% | Added |
| Parametric Portfolio Associates LLC | 3,610,783 | $261.8M | 0.14% | +99,809+2.8% | Added |
| JPMorgan Chase & Co | 3,644,781 | $264.3M | 0.03% | +1,607,524+78.9% | Added |
| UBS Asset Management Americas Inc | 3,698,779 | $268.2M | 0.11% | +276,522+8.1% | Added |
| Pictet Asset Management SA | 3,845,653 | $278.8M | 0.32% | −79,002−2.0% | Reduced |
| Goldman Sachs Group Inc | 4,001,025 | $290.1M | 0.07% | +22,959+0.6% | Added |
| Norges Bank | 4,131,626 | $299.6M | 0.07% | +223,310+5.7% | Added |
| Swiss National Bank | 4,590,347 | $332.8M | 0.19% | +565,800+14.1% | Added |
| Wells Fargo & Company | 4,879,810 | $353.8M | 0.09% | +288,756+6.3% | Added |
| Morgan Stanley | 5,023,319 | $364.2M | 0.05% | −1,206,429−19.4% | Reduced |
| Charles Schwab Investment Management Inc | 5,452,665 | $395.4M | 0.12% | +190,456+3.6% | Added |
| Federated Hermes, Inc. | 5,502,146 | $399.0M | 0.90% | −1,059,691−16.1% | Reduced |
| Invesco Ltd. | 6,564,896 | $476.0M | 0.12% | +166,152+2.6% | Added |
| Bank of America Corp | 7,064,187 | $512.2M | 0.05% | −680,106−8.8% | Reduced |
| California Public Employees Retirement System | 7,914,172 | $573.9M | 0.45% | −39,400−0.5% | Reduced |
| Bank of New York Mellon Corp | 7,990,904 | $579.4M | 0.11% | −170,791−2.1% | Reduced |
| Legal & General Group Plc | 9,930,235 | $720.0M | 0.22% | −256,950−2.5% | Reduced |
| Northern Trust Corp | 11,126,705 | $806.8M | 0.14% | −134,399−1.2% | Reduced |
| Capital Research Global Investors | 11,404,226 | $826.9M | 0.20% | −534,587−4.5% | Reduced |
| Geode Capital Management, LLC | 17,579,023 | $1.27B | 0.16% | +1,014,401+6.1% | Added |
| Franklin Resources Inc | 23,740,991 | $1.72B | 0.69% | −4,880,348−17.1% | Reduced |
| Massachusetts Financial Services Co | 29,293,437 | $2.12B | 0.63% | −1,354,968−4.4% | Reduced |
| FMR LLC | 32,333,221 | $2.34B | 0.19% | +6,793,401+26.6% | Added |
| Price T Rowe Associates Inc | 57,371,855 | $4.16B | 0.42% | +13,633,233+31.2% | Added |
| State Street Corp | 62,701,855 | $4.55B | 0.22% | +10,192,044+19.4% | Added |
| BlackRock Inc. | 69,533,043 | $5.04B | 0.14% | −4,356,018−5.9% | Reduced |
| Vanguard Group Inc | 91,645,885 | $6.65B | 0.16% | +881,636+1.0% | Added |
| Landmark Wealth Management, LLC | 250 | – | – | +250 | New |