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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 763,454 | $54.4M | 0.14% | −28,824−3.6% | Reduced |
| First Republic Investment Management, Inc. | 795,659 | $56.7M | 0.15% | +712,443+856.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 830,666 | $59.2M | 0.15% | +51,775+6.6% | Added |
| HighTower Advisors, LLC | 838,257 | $59.7M | 0.15% | +27,240+3.4% | Added |
| Citigroup Inc | 848,299 | $60.5M | 0.08% | +179,636+26.9% | Added |
| Macquarie Group Ltd | 836,706 | $61.3M | 0.07% | −282,187−25.2% | Reduced |
| Brandywine Global Investment Management, LLC | 860,465 | $61.4M | 0.53% | −47,731−5.3% | Reduced |
| Mackenzie Financial Corp | 875,942 | $62.5M | 0.10% | −31,190−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 886,752 | $63.2M | 0.16% | +8,801+1.0% | Added |
| Korea Investment CORP | 901,602 | $64.3M | 0.20% | +163,702+22.2% | Added |
| Clark Capital Management Group, Inc. | 909,111 | $64.8M | 0.85% | +215,777+31.1% | Added |
| Two Sigma Investments, LP | 934,185 | $66.6M | 0.22% | +630,570+207.7% | Added |
| Stifel Financial Corp | 941,392 | $67.1M | 0.11% | +2500.0% | Added |
| Prudential Financial Inc | 957,977 | $67.9M | 0.11% | −428,073−30.9% | Reduced |
| UBS Group AG | 952,918 | $68.0M | 0.03% | −42,101−4.2% | Reduced |
| BNP Paribas Arbitrage, SA | 986,400 | $70.3M | 0.16% | +188,940+23.7% | Added |
| Barclays PLC | 1,054,160 | $75.2M | 0.08% | −195,247−15.6% | Reduced |
| Truist Financial Corp | 1,060,788 | $75.6M | 0.14% | −12,719−1.2% | Reduced |
| Zacks Investment Management | 1,088,295 | $77.6M | 1.18% | +82,720+8.2% | Added |
| Personal Capital Advisors Corp | 1,108,719 | $79.1M | 0.41% | −86,721−7.3% | Reduced |
| Old Republic International Corporation | 1,149,500 | $82.0M | 1.98% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,167,285 | $83.2M | 0.20% | −3,783−0.3% | Reduced |
| Credit Suisse AG | 1,195,215 | $85.2M | 0.09% | −57,687−4.6% | Reduced |
| Canada Pension Plan Investment Board | 1,195,916 | $85.3M | 0.14% | −476,183−28.5% | Reduced |
| State Board of Administration of Florida Retirement System | 1,217,469 | $86.8M | 0.21% | −64,684−5.0% | Reduced |
| Cohen & Steers, Inc. | 1,241,054 | $88.5M | 0.17% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,252,965 | $89.3M | 0.04% | +26,307+2.1% | Added |
| Principal Financial Group Inc | 1,255,351 | $89.5M | 0.07% | +20,687+1.7% | Added |
| Reaves W H & Co Inc | 1,325,810 | $94.5M | 3.25% | −2,002−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,337,460 | $95.4M | 1.02% | +11,981+0.9% | Added |
| Duff & Phelps Investment Management Co | 1,397,623 | $99.7M | 1.23% | −64,923−4.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,426,686 | $101.7M | 0.07% | +185,752+15.0% | Added |
| LPL Financial LLC | 1,529,471 | $109.1M | 0.10% | +142,605+10.3% | Added |
| Envestnet Asset Management Inc | 1,533,828 | $109.4M | 0.06% | +68,956+4.7% | Added |
| Amundi | 1,531,952 | $110.1M | 0.09% | +558,971+57.4% | Added |
| HSBC Holdings PLC | 1,568,304 | $111.9M | 0.17% | +653,998+71.5% | Added |
| National Pension Service | 1,605,827 | $114.5M | 0.24% | +146,928+10.1% | Added |
| Energy Income Partners, LLC | 1,627,869 | $116.1M | 2.69% | −103,721−6.0% | Reduced |
| Bank of Montreal | 1,728,982 | $122.9M | 0.09% | −99,036−5.4% | Reduced |
| California State Teachers Retirement System | 1,777,080 | $126.7M | 0.20% | +44,550+2.6% | Added |
| Synovus Financial Corp | 1,795,485 | $128.0M | 1.50% | +65,518+3.8% | Added |
| Deutsche Bank AG | 1,820,460 | $129.8M | 0.07% | +103,112+6.0% | Added |
| 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 |
| New York State Common Retirement Fund | 1,866,796 | $133.1M | 0.17% | −7,710−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,887,128 | $134.6M | 0.05% | −24,987−1.3% | Reduced |
| Victory Capital Management Inc | 1,935,283 | $138.0M | 0.16% | +156,484+8.8% | Added |
| Renaissance Technologies LLC | 1,946,111 | $138.8M | 0.16% | +294,900+17.9% | Added |
| First Trust Advisors LP | 1,960,944 | $139.8M | 0.17% | +263,662+15.5% | Added |
| Rhumbline Advisers | 1,964,773 | $140.1M | 0.20% | +140,045+7.7% | Added |
| Raymond James & Associates | 2,149,720 | $153.3M | 0.15% | −45,614−2.1% | Reduced |
| Ameriprise Financial Inc | 2,229,392 | $159.0M | 0.06% | −37,764−1.7% | Reduced |
| Royal Bank of Canada | 2,452,693 | $174.9M | 0.05% | +71,707+3.0% | Added |
| APG Asset Management N.V. | 2,645,483 | $180.4M | 0.42% | −112,781−4.1% | Reduced |
| Wellington Management Group LLP | 2,554,244 | $182.1M | 0.04% | −43,529−1.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,240,870 | $231.1M | 0.18% | +130,347+4.2% | Added |
| Norges Bank | 3,503,274 | $249.8M | 0.06% | −628,352−15.2% | Reduced |
| Nuveen Asset Management, LLC | 3,532,525 | $251.9M | 0.10% | −123,789−3.4% | Reduced |
| UBS Asset Management Americas Inc | 3,544,236 | $252.7M | 0.13% | −154,543−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,554,277 | $253.5M | 0.60% | +324,700+10.1% | Added |
| JPMorgan Chase & Co | 3,815,982 | $272.1M | 0.04% | +171,201+4.7% | Added |
| Pictet Asset Management SA | 3,908,636 | $278.7M | 0.39% | +62,983+1.6% | Added |
| Goldman Sachs Group Inc | 4,030,502 | $287.4M | 0.08% | +29,477+0.7% | Added |
| Wells Fargo & Company | 4,287,408 | $305.7M | 0.10% | −592,402−12.1% | Reduced |
| Swiss National Bank | 4,599,147 | $328.0M | 0.22% | +8,800+0.2% | Added |
| Federated Hermes, Inc. | 5,213,696 | $371.8M | 1.01% | −288,450−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 5,478,270 | $390.7M | 0.14% | +25,605+0.5% | Added |
| Invesco Ltd. | 6,642,101 | $473.6M | 0.14% | +77,205+1.2% | Added |
| Bank of America Corp | 7,357,541 | $524.7M | 0.06% | +293,354+4.2% | Added |
| California Public Employees Retirement System | 7,773,673 | $554.3M | 0.52% | −140,499−1.8% | Reduced |
| Morgan Stanley | 8,679,480 | $618.9M | 0.08% | +3,656,161+72.8% | Added |
| Bank of New York Mellon Corp | 8,729,411 | $622.5M | 0.14% | +738,507+9.2% | Added |
| Legal & General Group Plc | 9,924,668 | $707.7M | 0.25% | −5,567−0.1% | Reduced |
| Capital Research Global Investors | 11,405,289 | $813.3M | 0.25% | +1,0630.0% | Added |
| Northern Trust Corp | 11,895,604 | $848.3M | 0.18% | +768,899+6.9% | Added |
| Franklin Resources Inc | 16,472,217 | $1.17B | 0.58% | −7,268,774−30.6% | Reduced |
| Geode Capital Management, LLC | 18,278,734 | $1.30B | 0.19% | +699,711+4.0% | Added |
| Massachusetts Financial Services Co | 28,272,264 | $2.02B | 0.70% | −1,021,173−3.5% | Reduced |
| FMR LLC | 34,917,062 | $2.49B | 0.25% | +2,583,841+8.0% | Added |
| Price T Rowe Associates Inc | 59,348,519 | $4.23B | 0.53% | +1,976,664+3.4% | Added |
| State Street Corp | 63,755,513 | $4.55B | 0.27% | +1,053,658+1.7% | Added |
| BlackRock Inc. | 75,637,432 | $5.39B | 0.17% | +6,104,389+8.8% | Added |
| Vanguard Group Inc | 93,260,760 | $6.65B | 0.19% | +1,614,875+1.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −2,039,275−100.0% | Sold out |
| ClearBridge Investments Ltd | 0 | $0 | 0.00% | −1,295,261−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −363,212−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −151,893−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −139,672−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −123,268−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −113,066−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −117,810−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −43,645−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −34,440−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −33,829−100.0% | Sold out |
| Hall Private Wealth Advisors | 0 | $0 | 0.00% | −23,977−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −17,780−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −17,598−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −15,798−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |