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, Q2 2022
Institutional positions in Southern Co as of Jun 30, 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
- 1,683
- +5 vs. Q1 2022
- Shares held
- 661.2M
- +12.1M (+1.9%) vs. Q1 2022
- Total value
- $47.2B
- +$127.8M (+0.3%) vs. Q1 2022
- New holders
- 101
- 705 more added
- Sold out
- 96
- 563 more reduced
22 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 93,260,760 | $6.65B | 0.19% | +1,614,875+1.8% | Added |
| BlackRock Inc. | 75,637,432 | $5.39B | 0.17% | +6,104,389+8.8% | Added |
| State Street Corp | 63,755,513 | $4.55B | 0.27% | +1,053,658+1.7% | Added |
| Price T Rowe Associates Inc | 59,348,519 | $4.23B | 0.53% | +1,976,664+3.4% | Added |
| FMR LLC | 34,917,062 | $2.49B | 0.25% | +2,583,841+8.0% | Added |
| Massachusetts Financial Services Co | 28,272,264 | $2.02B | 0.70% | −1,021,173−3.5% | Reduced |
| Geode Capital Management, LLC | 18,278,734 | $1.30B | 0.19% | +699,711+4.0% | Added |
| Franklin Resources Inc | 16,472,217 | $1.17B | 0.58% | −7,268,774−30.6% | Reduced |
| Northern Trust Corp | 11,895,604 | $848.3M | 0.18% | +768,899+6.9% | Added |
| Capital Research Global Investors | 11,405,289 | $813.3M | 0.25% | +1,0630.0% | Added |
| Legal & General Group Plc | 9,924,668 | $707.7M | 0.25% | −5,567−0.1% | Reduced |
| Bank of New York Mellon Corp | 8,729,411 | $622.5M | 0.14% | +738,507+9.2% | Added |
| Morgan Stanley | 8,679,480 | $618.9M | 0.08% | +3,656,161+72.8% | Added |
| California Public Employees Retirement System | 7,773,673 | $554.3M | 0.52% | −140,499−1.8% | Reduced |
| Bank of America Corp | 7,357,541 | $524.7M | 0.06% | +293,354+4.2% | Added |
| Invesco Ltd. | 6,642,101 | $473.6M | 0.14% | +77,205+1.2% | Added |
| Charles Schwab Investment Management Inc | 5,478,270 | $390.7M | 0.14% | +25,605+0.5% | Added |
| Federated Hermes, Inc. | 5,213,696 | $371.8M | 1.01% | −288,450−5.2% | Reduced |
| Swiss National Bank | 4,599,147 | $328.0M | 0.22% | +8,800+0.2% | Added |
| Wells Fargo & Company | 4,287,408 | $305.7M | 0.10% | −592,402−12.1% | Reduced |
| Goldman Sachs Group Inc | 4,030,502 | $287.4M | 0.08% | +29,477+0.7% | Added |
| Pictet Asset Management SA | 3,908,636 | $278.7M | 0.39% | +62,983+1.6% | Added |
| JPMorgan Chase & Co | 3,815,982 | $272.1M | 0.04% | +171,201+4.7% | Added |
| Ensign Peak Advisors, Inc | 3,554,277 | $253.5M | 0.60% | +324,700+10.1% | Added |
| UBS Asset Management Americas Inc | 3,544,236 | $252.7M | 0.13% | −154,543−4.2% | Reduced |
| Nuveen Asset Management, LLC | 3,532,525 | $251.9M | 0.10% | −123,789−3.4% | Reduced |
| Norges Bank | 3,503,274 | $249.8M | 0.06% | −628,352−15.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,240,870 | $231.1M | 0.18% | +130,347+4.2% | Added |
| Wellington Management Group LLP | 2,554,244 | $182.1M | 0.04% | −43,529−1.7% | Reduced |
| APG Asset Management N.V. | 2,645,483 | $180.4M | 0.42% | −112,781−4.1% | Reduced |
| Royal Bank of Canada | 2,452,693 | $174.9M | 0.05% | +71,707+3.0% | Added |
| Ameriprise Financial Inc | 2,229,392 | $159.0M | 0.06% | −37,764−1.7% | Reduced |
| Raymond James & Associates | 2,149,720 | $153.3M | 0.15% | −45,614−2.1% | Reduced |
| Rhumbline Advisers | 1,964,773 | $140.1M | 0.20% | +140,045+7.7% | Added |
| First Trust Advisors LP | 1,960,944 | $139.8M | 0.17% | +263,662+15.5% | Added |
| Renaissance Technologies LLC | 1,946,111 | $138.8M | 0.16% | +294,900+17.9% | Added |
| Victory Capital Management Inc | 1,935,283 | $138.0M | 0.16% | +156,484+8.8% | Added |
| Dimensional Fund Advisors LP | 1,887,128 | $134.6M | 0.05% | −24,987−1.3% | Reduced |
| New York State Common Retirement Fund | 1,866,796 | $133.1M | 0.17% | −7,710−0.4% | Reduced |
| Confluence Investment Management LLC | 1,865,810 | $133.1M | 2.07% | +9,102+0.5% | Added |
| Farmer Steven Patrick | 1,865,810 | $133.1M | 2.07% | +1,865,810 | New |
| Deutsche Bank AG | 1,820,460 | $129.8M | 0.07% | +103,112+6.0% | Added |
| Synovus Financial Corp | 1,795,485 | $128.0M | 1.50% | +65,518+3.8% | Added |
| California State Teachers Retirement System | 1,777,080 | $126.7M | 0.20% | +44,550+2.6% | Added |
| Bank of Montreal | 1,728,982 | $122.9M | 0.09% | −99,036−5.4% | Reduced |
| Energy Income Partners, LLC | 1,627,869 | $116.1M | 2.69% | −103,721−6.0% | Reduced |
| National Pension Service | 1,605,827 | $114.5M | 0.24% | +146,928+10.1% | Added |
| HSBC Holdings PLC | 1,568,304 | $111.9M | 0.17% | +653,998+71.5% | Added |
| Amundi | 1,531,952 | $110.1M | 0.09% | +558,971+57.4% | Added |
| Envestnet Asset Management Inc | 1,533,828 | $109.4M | 0.06% | +68,956+4.7% | Added |
| LPL Financial LLC | 1,529,471 | $109.1M | 0.10% | +142,605+10.3% | Added |
| Manufacturers Life Insurance Company, The | 1,426,686 | $101.7M | 0.07% | +185,752+15.0% | Added |
| Duff & Phelps Investment Management Co | 1,397,623 | $99.7M | 1.23% | −64,923−4.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,337,460 | $95.4M | 1.02% | +11,981+0.9% | Added |
| Reaves W H & Co Inc | 1,325,810 | $94.5M | 3.25% | −2,002−0.2% | Reduced |
| Principal Financial Group Inc | 1,255,351 | $89.5M | 0.07% | +20,687+1.7% | Added |
| Alliancebernstein L.P. | 1,252,965 | $89.3M | 0.04% | +26,307+2.1% | Added |
| Cohen & Steers, Inc. | 1,241,054 | $88.5M | 0.17% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 1,217,469 | $86.8M | 0.21% | −64,684−5.0% | Reduced |
| Canada Pension Plan Investment Board | 1,195,916 | $85.3M | 0.14% | −476,183−28.5% | Reduced |
| Credit Suisse AG | 1,195,215 | $85.2M | 0.09% | −57,687−4.6% | Reduced |
| New York State Teachers Retirement System | 1,167,285 | $83.2M | 0.20% | −3,783−0.3% | Reduced |
| Old Republic International Corporation | 1,149,500 | $82.0M | 1.98% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,108,719 | $79.1M | 0.41% | −86,721−7.3% | Reduced |
| Zacks Investment Management | 1,088,295 | $77.6M | 1.18% | +82,720+8.2% | Added |
| Truist Financial Corp | 1,060,788 | $75.6M | 0.14% | −12,719−1.2% | Reduced |
| Barclays PLC | 1,054,160 | $75.2M | 0.08% | −195,247−15.6% | Reduced |
| BNP Paribas Arbitrage, SA | 986,400 | $70.3M | 0.16% | +188,940+23.7% | Added |
| UBS Group AG | 952,918 | $68.0M | 0.03% | −42,101−4.2% | Reduced |
| Prudential Financial Inc | 957,977 | $67.9M | 0.11% | −428,073−30.9% | Reduced |
| Stifel Financial Corp | 941,392 | $67.1M | 0.11% | +2500.0% | Added |
| Two Sigma Investments, LP | 934,185 | $66.6M | 0.22% | +630,570+207.7% | Added |
| Clark Capital Management Group, Inc. | 909,111 | $64.8M | 0.85% | +215,777+31.1% | Added |
| Korea Investment CORP | 901,602 | $64.3M | 0.20% | +163,702+22.2% | Added |
| Commonwealth Equity Services, LLC | 886,752 | $63.2M | 0.16% | +8,801+1.0% | Added |
| Mackenzie Financial Corp | 875,942 | $62.5M | 0.10% | −31,190−3.4% | Reduced |
| Brandywine Global Investment Management, LLC | 860,465 | $61.4M | 0.53% | −47,731−5.3% | Reduced |
| Macquarie Group Ltd | 836,706 | $61.3M | 0.07% | −282,187−25.2% | Reduced |
| Citigroup Inc | 848,299 | $60.5M | 0.08% | +179,636+26.9% | Added |
| HighTower Advisors, LLC | 838,257 | $59.7M | 0.15% | +27,240+3.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 830,666 | $59.2M | 0.15% | +51,775+6.6% | Added |
| First Republic Investment Management, Inc. | 795,659 | $56.7M | 0.15% | +712,443+856.1% | Added |
| State of Wisconsin Investment Board | 763,454 | $54.4M | 0.14% | −28,824−3.6% | Reduced |
| Stonegate Investment Group, LLC | 754,046 | $53.8M | 2.37% | +98,257+15.0% | Added |
| Advisor Group Holdings, Inc. | 741,190 | $52.9M | 0.12% | +62,886+9.3% | Added |
| Welch Group, LLC | 709,180 | $50.6M | 3.09% | +10,731+1.5% | Added |
| Natixis Advisors, L.P. | 687,126 | $49.0M | 0.22% | +41,719+6.5% | Added |
| Two Sigma Advisers, LP | 684,000 | $48.8M | 0.14% | +684,000 | New |
| Adage Capital Partners GP, L.L.C. | 681,600 | $48.6M | 0.11% | +124,900+22.4% | Added |
| Mawer Investment Management Ltd. | 674,778 | $48.1M | 0.27% | +953+0.1% | Added |
| InterOcean Capital Group, LLC | 665,791 | $47.5M | 1.94% | +22,412+3.5% | Added |
| Citadel Advisors LLC | 648,291 | $46.2M | 0.06% | −89,844−12.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 647,051 | $46.1M | 0.19% | +3,700+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 642,112 | $45.8M | 0.10% | +28,659+4.7% | Added |
| Capital Advisors Inc | 634,528 | $45.2M | 1.36% | +77,051+13.8% | Added |
| Public Employees Retirement System of Ohio | 630,046 | $44.9M | 0.19% | +1,039+0.2% | Added |
| State of New Jersey Common Pension Fund D | 628,904 | $44.8M | 0.17% | +3,695+0.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 619,102 | $44.1M | 0.20% | +46,054+8.0% | Added |
| Capital Investment Advisors, LLC | 602,975 | $43.0M | 1.43% | +13,127+2.2% | Added |
| Great West Life Assurance Co | 579,470 | $41.4M | 0.11% | −14,363−2.4% | Reduced |