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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 570,708 | $40.7M | 0.04% | −15,891−2.7% | Reduced |
| Voya Investment Management LLC | 569,591 | $40.6M | 0.10% | −138,982−19.6% | Reduced |
| Toronto Dominion Bank | 567,711 | $40.5M | 0.08% | −194,595−25.5% | Reduced |
| Allianz Asset Management GmbH | 543,551 | $38.8M | 0.04% | −5,581−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 542,294 | $38.7M | 0.18% | +13,124+2.5% | Added |
| Vaughan David Investments LLC | 513,453 | $36.6M | 1.17% | +3,400+0.7% | Added |
| Edgar Lomax Co | 508,545 | $36.3M | 2.27% | +14,520+2.9% | Added |
| Bridgewater Associates, LP | 494,540 | $35.3M | 0.15% | +225,557+83.9% | Added |
| SEI Investments Co | 492,385 | $35.0M | 0.08% | +194,813+65.5% | Added |
| Allspring Global Investments Holdings, LLC | 489,667 | $34.9M | 0.06% | −113,426−18.8% | Reduced |
| Hyman Charles D | 456,882 | $32.6M | 2.37% | −2,973−0.6% | Reduced |
| Treasurer of the State of North Carolina | 453,474 | $32.3M | 0.20% | +2,670+0.6% | Added |
| Gabelli Funds LLC | 453,300 | $32.3M | 0.25% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 428,200 | $30.5M | 0.40% | +245,500+134.4% | Added |
| Bollard Group LLC | 422,045 | $30.1M | 1.22% | +3,510+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 421,790 | $30.1M | 0.16% | +14,907+3.7% | Added |
| Magellan Asset Management Ltd | 409,082 | $29.2M | 0.16% | −76,584−15.8% | Reduced |
| Balyasny Asset Management LLC | 392,138 | $28.0M | 0.12% | +297,562+314.6% | Added |
| Teacher Retirement System of Texas | 391,464 | $27.9M | 0.19% | +106,795+37.5% | Added |
| Hennessy Advisors Inc | 379,700 | $27.1M | 1.62% | −23,000−5.7% | Reduced |
| Royal London Asset Management Ltd | 377,938 | $27.0M | 0.12% | +4,650+1.2% | Added |
| Janney Montgomery Scott LLC | 377,776 | $26.7M | 0.12% | +19,238+5.4% | Added |
| American Century Companies Inc | 374,250 | $26.7M | 0.02% | +66,680+21.7% | Added |
| STRS Ohio | 372,461 | $26.6M | 0.12% | −2,843−0.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 367,500 | $26.2M | 0.24% | +367,500 | New |
| United Capital Financial Advisers, LLC | 366,450 | $26.1M | 0.14% | −565−0.2% | Reduced |
| US Bancorp | 353,977 | $25.2M | 0.05% | −4,232−1.2% | Reduced |
| Zurich Insurance Group Ltd | 353,766 | $25.2M | 0.37% | −225,507−38.9% | Reduced |
| Retirement Systems of Alabama | 352,237 | $25.1M | 0.11% | +1,093+0.3% | Added |
| GW Henssler & Associates Ltd | 350,049 | $25.0M | 1.85% | +1,850+0.5% | Added |
| TD Asset Management Inc | 347,968 | $24.8M | 0.03% | −23,803−6.4% | Reduced |
| Alps Advisors Inc | 346,377 | $24.7M | 0.24% | −5,620−1.6% | Reduced |
| Verition Fund Management LLC | 336,418 | $24.0M | 0.52% | +336,418 | New |
| Russell Investments Group, Ltd. | 331,006 | $23.6M | 0.05% | −64,826−16.4% | Reduced |
| USS Investment Management Ltd | 325,524 | $23.2M | 0.24% | +67,885+26.3% | Added |
| State of Tennessee, Treasury Department | 323,451 | $23.1M | 0.11% | +45,344+16.3% | Added |
| AQR Capital Management LLC | 321,540 | $22.8M | 0.05% | −125,451−28.1% | Reduced |
| Illinois Municipal Retirement Fund | 311,940 | $22.2M | 0.52% | +59,976+23.8% | Added |
| IFM Investors Pty Ltd | 304,861 | $21.7M | 0.38% | −8,427−2.7% | Reduced |
| Mariner, LLC | 302,587 | $21.6M | 0.09% | +17,545+6.2% | Added |
| Guggenheim Capital LLC | 300,495 | $21.4M | 0.17% | −50,800−14.5% | Reduced |
| Baird Financial Group, Inc. | 299,650 | $21.4M | 0.06% | −10,709−3.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 295,618 | $21.1M | 0.07% | −14,500−4.7% | Reduced |
| Arizona State Retirement System | 290,869 | $20.7M | 0.20% | +600.0% | Added |
| Wade G W & Inc | 287,903 | $20.5M | 0.93% | +2,087+0.7% | Added |
| Calamos Advisors LLC | 287,537 | $20.5M | 0.09% | +7,639+2.7% | Added |
| Liberty One Investment Management, LLC | 338,369 | $20.5M | 3.48% | −25,964−7.1% | Reduced |
| State of Michigan Retirement System | 286,623 | $20.4M | 0.14% | +19,300+7.2% | Added |
| MetLife Investment Management | 286,221 | $20.4M | 0.16% | −2,111−0.7% | Reduced |
| American International Group, Inc. | 285,017 | $20.3M | 0.14% | −7,667−2.6% | Reduced |
| Martingale Asset Management L P | 279,937 | $20.0M | 0.36% | −44,306−13.7% | Reduced |
| First Horizon Advisors, Inc. | 279,541 | $19.9M | 0.71% | +155,885+126.1% | Added |
| Amalgamated Bank | 274,400 | $19.6M | 0.18% | +8,646+3.3% | Added |
| Regions Financial Corp | 270,830 | $19.3M | 0.18% | +10,163+3.9% | Added |
| Northwestern Mutual Wealth Management Co | 268,134 | $19.1M | 0.03% | +2,077+0.8% | Added |
| Van Eck Associates Corp | 266,192 | $19.0M | 0.05% | −7,994−2.9% | Reduced |
| CWA Asset Management Group, LLC | 262,920 | $18.7M | 1.75% | −1,574−0.6% | Reduced |
| Creative Planning | 258,990 | $18.5M | 0.03% | +27,788+12.0% | Added |
| DnB Asset Management AS | 257,992 | $18.4M | 0.13% | −479−0.2% | Reduced |
| MML Investors Services, LLC | 256,790 | $18.3M | 0.14% | +25,022+10.8% | Added |
| Nomura Asset Management Co Ltd | 254,381 | $18.1M | 0.11% | +13,059+5.4% | Added |
| Standard Life Aberdeen plc | 253,031 | $18.0M | 0.06% | −9,272−3.5% | Reduced |
| Swiss Life Asset Management Ltd | 250,605 | $17.9M | 0.29% | −48,267−16.1% | Reduced |
| Financial Counselors Inc | 239,891 | $17.1M | 0.40% | +1,639+0.7% | Added |
| Voloridge Investment Management, LLC | 235,622 | $16.8M | 0.09% | +80,497+51.9% | Added |
| Fukoku Mutual Life Insurance Co | 234,840 | $16.7M | 1.42% | +1,630+0.7% | Added |
| Cornerstone Capital, Inc. | 234,685 | $16.7M | 2.14% | −2,612−1.1% | Reduced |
| Cahaba Wealth Management, Inc. | 234,578 | $16.7M | 2.39% | −9,433−3.9% | Reduced |
| Independent Advisor Alliance | 232,403 | $16.6M | 0.93% | −497−0.2% | Reduced |
| Davidson Investment Advisors | 229,119 | $16.3M | 1.39% | +230+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 221,749 | $15.8M | 0.05% | +841+0.4% | Added |
| Donaldson Capital Management, LLC | 216,720 | $15.5M | 0.80% | +195,858+938.8% | Added |
| Captrust Financial Advisors | 215,978 | $15.4M | 0.10% | +6,397+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 215,700 | $15.4M | 0.16% | +215,700 | New |
| Richard C. Young & CO., LTD. | 207,820 | $14.8M | 1.92% | +3,244+1.6% | Added |
| Norris Perne & French LLP | 207,505 | $14.8M | 1.42% | −1,603−0.8% | Reduced |
| Nichols & Pratt Advisers LLP | 205,111 | $14.6M | 1.20% | +4,970+2.5% | Added |
| C2C Wealth Management, LLC | 202,851 | $14.6M | 2.67% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 203,356 | $14.5M | 2.33% | +140,637+224.2% | Added |
| Comerica Bank | 201,820 | $14.5M | 0.12% | −8,449−4.0% | Reduced |
| Verity & Verity, LLC | 199,867 | $14.3M | 2.18% | +1,914+1.0% | Added |
| AE Wealth Management LLC | 198,474 | $14.2M | 0.11% | +24,423+14.0% | Added |
| Natixis | 198,525 | $14.2M | 0.05% | −402,092−66.9% | Reduced |
| Alberta Investment Management Corp | 196,119 | $14.0M | 0.10% | +1,019+0.5% | Added |
| Sadoff Investment Management LLC | 194,251 | $13.9M | 1.04% | +545+0.3% | Added |
| Utah Retirement Systems | 189,272 | $13.5M | 0.22% | +600+0.3% | Added |
| Yousif Capital Management, LLC | 188,796 | $13.5M | 0.18% | −7,890−4.0% | Reduced |
| Janus Henderson Group PLC | 188,464 | $13.4M | 0.01% | −102,000−35.1% | Reduced |
| Cbre Clarion Securities LLC | 187,000 | $13.3M | 0.21% | +6,000+3.3% | Added |
| CIBC Asset Management Inc | 184,876 | $13.2M | 0.05% | +10,249+5.9% | Added |
| Oregon Public Employees Retirement Fund | 184,384 | $13.1M | 0.20% | +99,160+116.4% | Added |
| Susquehanna International Group, LLP | 183,396 | $13.1M | 0.03% | −165,401−47.4% | Reduced |
| Advisory Services Network, LLC | 174,353 | $12.4M | 0.43% | +16,100+10.2% | Added |
| Edge Capital Group, LLC | 97,182 | $12.4M | 1.17% | +88,157+976.8% | Added |
| Man Group plc | – | $12.3M | 0.05% | – | – |
| Gulf International Bank (UK) Ltd | 171,548 | $12.1M | 0.22% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 169,814 | $12.1M | 0.07% | −757−0.4% | Reduced |
| ING Groep NV | 169,129 | $12.1M | 0.14% | +63,262+59.8% | Added |
| State of Alaska, Department of Revenue | 168,572 | $12.0M | 0.15% | +3,365+2.0% | Added |
| ProShare Advisors LLC | 168,463 | $12.0M | 0.04% | −80,170−32.2% | Reduced |