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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Natixis | 198,525 | $14.2M | 0.05% | −402,092−66.9% | Reduced |
| AE Wealth Management LLC | 198,474 | $14.2M | 0.11% | +24,423+14.0% | Added |
| Verity & Verity, LLC | 199,867 | $14.3M | 2.18% | +1,914+1.0% | Added |
| Comerica Bank | 201,820 | $14.5M | 0.12% | −8,449−4.0% | Reduced |
| CCM Investment Advisers LLC | 203,356 | $14.5M | 2.33% | +140,637+224.2% | Added |
| C2C Wealth Management, LLC | 202,851 | $14.6M | 2.67% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 205,111 | $14.6M | 1.20% | +4,970+2.5% | Added |
| Norris Perne & French LLP | 207,505 | $14.8M | 1.42% | −1,603−0.8% | Reduced |
| Richard C. Young & CO., LTD. | 207,820 | $14.8M | 1.92% | +3,244+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 215,700 | $15.4M | 0.16% | +215,700 | New |
| Captrust Financial Advisors | 215,978 | $15.4M | 0.10% | +6,397+3.1% | Added |
| Donaldson Capital Management, LLC | 216,720 | $15.5M | 0.80% | +195,858+938.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 221,749 | $15.8M | 0.05% | +841+0.4% | Added |
| Davidson Investment Advisors | 229,119 | $16.3M | 1.39% | +230+0.1% | Added |
| Independent Advisor Alliance | 232,403 | $16.6M | 0.93% | −497−0.2% | Reduced |
| Cahaba Wealth Management, Inc. | 234,578 | $16.7M | 2.39% | −9,433−3.9% | Reduced |
| Cornerstone Capital, Inc. | 234,685 | $16.7M | 2.14% | −2,612−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 234,840 | $16.7M | 1.42% | +1,630+0.7% | Added |
| Voloridge Investment Management, LLC | 235,622 | $16.8M | 0.09% | +80,497+51.9% | Added |
| Financial Counselors Inc | 239,891 | $17.1M | 0.40% | +1,639+0.7% | Added |
| Swiss Life Asset Management Ltd | 250,605 | $17.9M | 0.29% | −48,267−16.1% | Reduced |
| Standard Life Aberdeen plc | 253,031 | $18.0M | 0.06% | −9,272−3.5% | Reduced |
| Nomura Asset Management Co Ltd | 254,381 | $18.1M | 0.11% | +13,059+5.4% | Added |
| MML Investors Services, LLC | 256,790 | $18.3M | 0.14% | +25,022+10.8% | Added |
| DnB Asset Management AS | 257,992 | $18.4M | 0.13% | −479−0.2% | Reduced |
| Creative Planning | 258,990 | $18.5M | 0.03% | +27,788+12.0% | Added |
| CWA Asset Management Group, LLC | 262,920 | $18.7M | 1.75% | −1,574−0.6% | Reduced |
| Van Eck Associates Corp | 266,192 | $19.0M | 0.05% | −7,994−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 268,134 | $19.1M | 0.03% | +2,077+0.8% | Added |
| Regions Financial Corp | 270,830 | $19.3M | 0.18% | +10,163+3.9% | Added |
| Amalgamated Bank | 274,400 | $19.6M | 0.18% | +8,646+3.3% | Added |
| First Horizon Advisors, Inc. | 279,541 | $19.9M | 0.71% | +155,885+126.1% | Added |
| Martingale Asset Management L P | 279,937 | $20.0M | 0.36% | −44,306−13.7% | Reduced |
| American International Group, Inc. | 285,017 | $20.3M | 0.14% | −7,667−2.6% | Reduced |
| MetLife Investment Management | 286,221 | $20.4M | 0.16% | −2,111−0.7% | Reduced |
| State of Michigan Retirement System | 286,623 | $20.4M | 0.14% | +19,300+7.2% | Added |
| Liberty One Investment Management, LLC | 338,369 | $20.5M | 3.48% | −25,964−7.1% | Reduced |
| Calamos Advisors LLC | 287,537 | $20.5M | 0.09% | +7,639+2.7% | Added |
| Wade G W & Inc | 287,903 | $20.5M | 0.93% | +2,087+0.7% | Added |
| Arizona State Retirement System | 290,869 | $20.7M | 0.20% | +600.0% | Added |
| Robeco Institutional Asset Management B.V. | 295,618 | $21.1M | 0.07% | −14,500−4.7% | Reduced |
| Baird Financial Group, Inc. | 299,650 | $21.4M | 0.06% | −10,709−3.5% | Reduced |
| Guggenheim Capital LLC | 300,495 | $21.4M | 0.17% | −50,800−14.5% | Reduced |
| Mariner, LLC | 302,587 | $21.6M | 0.09% | +17,545+6.2% | Added |
| IFM Investors Pty Ltd | 304,861 | $21.7M | 0.38% | −8,427−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 311,940 | $22.2M | 0.52% | +59,976+23.8% | Added |
| AQR Capital Management LLC | 321,540 | $22.8M | 0.05% | −125,451−28.1% | Reduced |
| State of Tennessee, Treasury Department | 323,451 | $23.1M | 0.11% | +45,344+16.3% | Added |
| USS Investment Management Ltd | 325,524 | $23.2M | 0.24% | +67,885+26.3% | Added |
| Russell Investments Group, Ltd. | 331,006 | $23.6M | 0.05% | −64,826−16.4% | Reduced |
| Verition Fund Management LLC | 336,418 | $24.0M | 0.52% | +336,418 | New |
| Alps Advisors Inc | 346,377 | $24.7M | 0.24% | −5,620−1.6% | Reduced |
| TD Asset Management Inc | 347,968 | $24.8M | 0.03% | −23,803−6.4% | Reduced |
| GW Henssler & Associates Ltd | 350,049 | $25.0M | 1.85% | +1,850+0.5% | Added |
| Retirement Systems of Alabama | 352,237 | $25.1M | 0.11% | +1,093+0.3% | Added |
| Zurich Insurance Group Ltd | 353,766 | $25.2M | 0.37% | −225,507−38.9% | Reduced |
| US Bancorp | 353,977 | $25.2M | 0.05% | −4,232−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 366,450 | $26.1M | 0.14% | −565−0.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 367,500 | $26.2M | 0.24% | +367,500 | New |
| STRS Ohio | 372,461 | $26.6M | 0.12% | −2,843−0.8% | Reduced |
| American Century Companies Inc | 374,250 | $26.7M | 0.02% | +66,680+21.7% | Added |
| Janney Montgomery Scott LLC | 377,776 | $26.7M | 0.12% | +19,238+5.4% | Added |
| Royal London Asset Management Ltd | 377,938 | $27.0M | 0.12% | +4,650+1.2% | Added |
| Hennessy Advisors Inc | 379,700 | $27.1M | 1.62% | −23,000−5.7% | Reduced |
| Teacher Retirement System of Texas | 391,464 | $27.9M | 0.19% | +106,795+37.5% | Added |
| Balyasny Asset Management LLC | 392,138 | $28.0M | 0.12% | +297,562+314.6% | Added |
| Magellan Asset Management Ltd | 409,082 | $29.2M | 0.16% | −76,584−15.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 421,790 | $30.1M | 0.16% | +14,907+3.7% | Added |
| Bollard Group LLC | 422,045 | $30.1M | 1.22% | +3,510+0.8% | Added |
| Forsta Ap-Fonden | 428,200 | $30.5M | 0.40% | +245,500+134.4% | Added |
| Gabelli Funds LLC | 453,300 | $32.3M | 0.25% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 453,474 | $32.3M | 0.20% | +2,670+0.6% | Added |
| Hyman Charles D | 456,882 | $32.6M | 2.37% | −2,973−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 489,667 | $34.9M | 0.06% | −113,426−18.8% | Reduced |
| SEI Investments Co | 492,385 | $35.0M | 0.08% | +194,813+65.5% | Added |
| Bridgewater Associates, LP | 494,540 | $35.3M | 0.15% | +225,557+83.9% | Added |
| Edgar Lomax Co | 508,545 | $36.3M | 2.27% | +14,520+2.9% | Added |
| Vaughan David Investments LLC | 513,453 | $36.6M | 1.17% | +3,400+0.7% | Added |
| Asset Management One Co.,Ltd. | 542,294 | $38.7M | 0.18% | +13,124+2.5% | Added |
| Allianz Asset Management GmbH | 543,551 | $38.8M | 0.04% | −5,581−1.0% | Reduced |
| Toronto Dominion Bank | 567,711 | $40.5M | 0.08% | −194,595−25.5% | Reduced |
| Voya Investment Management LLC | 569,591 | $40.6M | 0.10% | −138,982−19.6% | Reduced |
| The PNC Financial Services Group, Inc. | 570,708 | $40.7M | 0.04% | −15,891−2.7% | Reduced |
| Great West Life Assurance Co | 579,470 | $41.4M | 0.11% | −14,363−2.4% | Reduced |
| Capital Investment Advisors, LLC | 602,975 | $43.0M | 1.43% | +13,127+2.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 619,102 | $44.1M | 0.20% | +46,054+8.0% | Added |
| State of New Jersey Common Pension Fund D | 628,904 | $44.8M | 0.17% | +3,695+0.6% | Added |
| Public Employees Retirement System of Ohio | 630,046 | $44.9M | 0.19% | +1,039+0.2% | Added |
| Capital Advisors Inc | 634,528 | $45.2M | 1.36% | +77,051+13.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 642,112 | $45.8M | 0.10% | +28,659+4.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 647,051 | $46.1M | 0.19% | +3,700+0.6% | Added |
| Citadel Advisors LLC | 648,291 | $46.2M | 0.06% | −89,844−12.2% | Reduced |
| InterOcean Capital Group, LLC | 665,791 | $47.5M | 1.94% | +22,412+3.5% | Added |
| Mawer Investment Management Ltd. | 674,778 | $48.1M | 0.27% | +953+0.1% | Added |
| Adage Capital Partners GP, L.L.C. | 681,600 | $48.6M | 0.11% | +124,900+22.4% | Added |
| Two Sigma Advisers, LP | 684,000 | $48.8M | 0.14% | +684,000 | New |
| Natixis Advisors, L.P. | 687,126 | $49.0M | 0.22% | +41,719+6.5% | Added |
| Welch Group, LLC | 709,180 | $50.6M | 3.09% | +10,731+1.5% | Added |
| Advisor Group Holdings, Inc. | 741,190 | $52.9M | 0.12% | +62,886+9.3% | Added |
| Stonegate Investment Group, LLC | 754,046 | $53.8M | 2.37% | +98,257+15.0% | Added |