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 5 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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 589,848 | $42.8M | 1.31% | +12,574+2.2% | Added |
| The PNC Financial Services Group, Inc. | 586,599 | $42.5M | 0.04% | −18,052−3.0% | Reduced |
| Zurich Insurance Group Ltd | 579,273 | $42.0M | 0.52% | +579,273 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 573,048 | $41.6M | 0.16% | +45,595+8.6% | Added |
| Capital Advisors Inc | 557,477 | $40.4M | 1.11% | +65,090+13.2% | Added |
| Adage Capital Partners GP, L.L.C. | 556,700 | $40.4M | 0.08% | −372,600−40.1% | Reduced |
| Allianz Asset Management GmbH | 549,132 | $39.8M | 0.03% | +161,186+41.5% | Added |
| Asset Management One Co.,Ltd. | 529,170 | $38.4M | 0.15% | −20,795−3.8% | Reduced |
| Vaughan David Investments LLC | 510,053 | $37.0M | 1.09% | +4,622+0.9% | Added |
| Edgar Lomax Co | 494,025 | $35.8M | 2.10% | +122,665+33.0% | Added |
| Magellan Asset Management Ltd | 485,666 | $35.2M | 0.14% | −82,513−14.5% | Reduced |
| Hyman Charles D | 459,855 | $33.3M | 2.11% | +6,758+1.5% | Added |
| Gabelli Funds LLC | 453,300 | $32.9M | 0.22% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 450,804 | $32.7M | 0.18% | +1,130+0.3% | Added |
| AQR Capital Management LLC | 446,991 | $32.4M | 0.06% | +6,448+1.5% | Added |
| Bollard Group LLC | 418,535 | $30.3M | 0.97% | +829+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 406,883 | $29.5M | 0.14% | +15,377+3.9% | Added |
| Hennessy Advisors Inc | 402,700 | $29.2M | 1.53% | +18,700+4.9% | Added |
| Russell Investments Group, Ltd. | 395,832 | $28.7M | 0.05% | −30,088−7.1% | Reduced |
| Man Group plc | 384,252 | $27.9M | 0.10% | −59,397−13.4% | Reduced |
| STRS Ohio | 375,304 | $27.2M | 0.10% | +8,547+2.3% | Added |
| Royal London Asset Management Ltd | 373,288 | $27.1M | 0.11% | +373,288 | New |
| TD Asset Management Inc | 371,771 | $27.0M | 0.02% | −3,440−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 367,015 | $26.6M | 0.13% | +2,739+0.8% | Added |
| Liberty One Investment Management, LLC | 364,333 | $26.4M | 4.01% | +6,776+1.9% | Added |
| ExodusPoint Capital Management, LP | 363,212 | $26.3M | 0.38% | +363,212 | New |
| Janney Montgomery Scott LLC | 358,538 | $26.0M | 0.11% | +10,380+3.0% | Added |
| US Bancorp | 358,209 | $26.0M | 0.04% | −14,882−4.0% | Reduced |
| Alps Advisors Inc | 351,997 | $25.5M | 0.28% | −5,144−1.4% | Reduced |
| Guggenheim Capital LLC | 351,295 | $25.5M | 0.15% | +9,107+2.7% | Added |
| Retirement Systems of Alabama | 351,144 | $25.5M | 0.09% | −190.0% | Reduced |
| Susquehanna International Group, LLP | 348,797 | $25.3M | 0.04% | −423,601−54.8% | Reduced |
| GW Henssler & Associates Ltd | 348,199 | $25.2M | 1.53% | +7,188+2.1% | Added |
| Martingale Asset Management L P | 324,243 | $23.5M | 0.35% | −14,493−4.3% | Reduced |
| IFM Investors Pty Ltd | 313,288 | $22.7M | 0.35% | +186,648+147.4% | Added |
| Baird Financial Group, Inc. | 310,359 | $22.5M | 0.06% | −1,317−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 310,118 | $22.5M | 0.05% | −5,101−1.6% | Reduced |
| American Century Companies Inc | 307,570 | $22.3M | 0.02% | −24,923−7.5% | Reduced |
| Two Sigma Investments, LP | 303,615 | $22.0M | 0.07% | +250,385+470.4% | Added |
| Swiss Life Asset Management Ltd | 298,872 | $21.7M | 0.30% | −15,451−4.9% | Reduced |
| SEI Investments Co | 297,572 | $21.6M | 0.04% | −1,605−0.5% | Reduced |
| American International Group, Inc. | 292,684 | $21.2M | 0.12% | −9,022−3.0% | Reduced |
| Arizona State Retirement System | 290,809 | $21.1M | 0.17% | +818+0.3% | Added |
| Janus Henderson Group PLC | 290,464 | $21.1M | 0.01% | +105,647+57.2% | Added |
| MetLife Investment Management | 288,332 | $20.9M | 0.14% | +54,178+23.1% | Added |
| Wade G W & Inc | 285,816 | $20.7M | 0.89% | +778+0.3% | Added |
| Mariner, LLC | 285,042 | $20.7M | 0.08% | +202,802+246.6% | Added |
| Teacher Retirement System of Texas | 284,669 | $20.6M | 0.11% | −19,419−6.4% | Reduced |
| Calamos Advisors LLC | 279,898 | $20.3M | 0.08% | +37,554+15.5% | Added |
| State of Tennessee, Treasury Department | 278,107 | $20.2M | 0.08% | +101,940+57.9% | Added |
| Van Eck Associates Corp | 274,186 | $19.9M | 0.04% | +50,233+22.4% | Added |
| Bridgewater Associates, LP | 268,983 | $19.5M | 0.08% | +235,701+708.2% | Added |
| State of Michigan Retirement System | 267,323 | $19.4M | 0.11% | +541+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 266,057 | $19.3M | 0.03% | −8,998−3.3% | 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 |
| CWA Asset Management Group, LLC | 264,494 | $19.2M | 1.46% | −21,901−7.6% | Reduced |
| Standard Life Aberdeen plc | 262,303 | $19.1M | 0.05% | −142,398−35.2% | Reduced |
| Regions Financial Corp | 260,667 | $18.9M | 0.15% | −12,957−4.7% | Reduced |
| DnB Asset Management AS | 258,471 | $18.7M | 0.11% | +90,981+54.3% | Added |
| USS Investment Management Ltd | 257,639 | $18.7M | 0.16% | +24,287+10.4% | Added |
| Illinois Municipal Retirement Fund | 251,964 | $18.3M | 0.54% | +68,536+37.4% | Added |
| ProShare Advisors LLC | 248,633 | $18.0M | 0.04% | −3,684−1.5% | Reduced |
| Cahaba Wealth Management, Inc. | 244,011 | $17.9M | 2.46% | +47,420+24.1% | Added |
| Nomura Asset Management Co Ltd | 241,322 | $17.5M | 0.10% | +16,498+7.3% | Added |
| Financial Counselors Inc | 238,252 | $17.3M | 0.36% | +9,479+4.1% | Added |
| Cornerstone Capital, Inc. | 237,297 | $17.2M | 1.93% | +312+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 233,210 | $16.9M | 1.28% | 00.0% | Unchanged |
| Independent Advisor Alliance | 232,900 | $16.9M | 0.81% | −16,694−6.7% | Reduced |
| MML Investors Services, LLC | 231,768 | $16.8M | 0.12% | +16,371+7.6% | Added |
| Creative Planning | 231,202 | $16.8M | 0.03% | +7,957+3.6% | Added |
| Davidson Investment Advisors | 228,889 | $16.6M | 1.20% | −37,212−14.0% | Reduced |
| Comerica Bank | 210,269 | $16.1M | 0.12% | +809+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 220,908 | $16.0M | 0.04% | +1,988+0.9% | Added |
| Putnam Investments LLC | 218,346 | $15.8M | 0.02% | −251,107−53.5% | Reduced |
| C2C Wealth Management, LLC | 202,851 | $15.6M | 2.65% | 00.0% | Unchanged |
| Captrust Financial Advisors | 209,581 | $15.2M | 0.10% | −10,357−4.7% | Reduced |
| Norris Perne & French LLP | 209,108 | $15.2M | 1.23% | −125,853−37.6% | Reduced |
| Richard C. Young & CO., LTD. | 204,576 | $14.8M | 1.89% | +1,162+0.6% | Added |
| Nichols & Pratt Advisers LLP | 200,141 | $14.5M | 1.05% | −6,135−3.0% | Reduced |
| Verity & Verity, LLC | 197,953 | $14.4M | 1.99% | +4,196+2.2% | Added |
| Yousif Capital Management, LLC | 196,686 | $14.3M | 0.15% | +1,689+0.9% | Added |
| Aviva PLC | 195,939 | $14.2M | 0.07% | −121,644−38.3% | Reduced |
| Alberta Investment Management Corp | 195,100 | $14.1M | 0.08% | +300+0.2% | Added |
| Sadoff Investment Management LLC | 193,706 | $14.0M | 0.89% | +2,277+1.2% | Added |
| Eaton Vance Management | 192,984 | $14.0M | 0.02% | +55,392+40.3% | Added |
| Utah Retirement Systems | 188,672 | $13.7M | 0.18% | −3,200−1.7% | Reduced |
| Summit Global Investments | 185,011 | $13.4M | 0.99% | +109,210+144.1% | Added |
| Forsta Ap-Fonden | 182,700 | $13.2M | 0.15% | −15,400−7.8% | Reduced |
| Cbre Clarion Securities LLC | 181,000 | $13.1M | 0.18% | −18,000−9.0% | Reduced |
| CIBC Asset Management Inc | 174,627 | $12.7M | 0.04% | +1,171+0.7% | Added |
| AE Wealth Management LLC | 174,051 | $12.6M | 0.09% | +8,897+5.4% | Added |
| Commerce Bank | 173,113 | $12.6M | 0.09% | −2,818−1.6% | Reduced |
| AXA S.A. | 172,511 | $12.5M | 0.04% | −37,320−17.8% | Reduced |
| Tower Research Capital LLC (TRC) | 171,658 | $12.4M | 0.12% | +72,772+73.6% | Added |
| Gulf International Bank (UK) Ltd | 171,548 | $12.4M | 0.19% | +700+0.4% | Added |
| Wealthfront Advisers LLC | 170,826 | $12.4M | 0.05% | +50,507+42.0% | Added |
| Public Employees Retirement Association of Colorado | 170,571 | $12.4M | 0.06% | −1,452−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 165,190 | $12.1M | 0.03% | −68,728−29.4% | Reduced |
| Fisher Asset Management, LLC | 166,459 | $12.1M | 0.01% | +8,422+5.3% | Added |