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, Q3 2022
Institutional positions in Southern Co as of Sep 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
- 1,661
- +9 vs. Q2 2022
- Shares held
- 676.9M
- +18.0M (+2.7%) vs. Q2 2022
- Total value
- $46.0B
- −$953.1M (−2.0%) vs. Q2 2022
- New holders
- 98
- 716 more added
- Sold out
- 89
- 564 more reduced
31 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 94,652,372 | $6.44B | 0.19% | +1,391,612+1.5% | Added |
| BlackRock Inc. | 76,360,768 | $5.19B | 0.18% | +723,336+1.0% | Added |
| State Street Corp | 65,068,549 | $4.42B | 0.28% | +1,313,036+2.1% | Added |
| Price T Rowe Associates Inc | 63,002,360 | $4.28B | 0.71% | +3,653,841+6.2% | Added |
| FMR LLC | 37,187,346 | $2.53B | 0.26% | +2,270,284+6.5% | Added |
| Massachusetts Financial Services Co | 27,655,333 | $1.88B | 0.70% | −616,931−2.2% | Reduced |
| Geode Capital Management, LLC | 18,929,510 | $1.29B | 0.20% | +650,776+3.6% | Added |
| Franklin Resources Inc | 14,938,130 | $1.02B | 0.55% | −1,534,087−9.3% | Reduced |
| Northern Trust Corp | 11,898,693 | $809.1M | 0.18% | +3,0890.0% | Added |
| Capital Research Global Investors | 11,412,609 | $776.1M | 0.25% | +7,320+0.1% | Added |
| Legal & General Group Plc | 9,096,283 | $618.6M | 0.24% | −828,385−8.3% | Reduced |
| Morgan Stanley | 8,934,688 | $607.6M | 0.08% | +255,208+2.9% | Added |
| Bank of New York Mellon Corp | 8,795,619 | $598.1M | 0.14% | +66,208+0.8% | Added |
| Invesco Ltd. | 8,379,880 | $569.8M | 0.18% | +1,737,779+26.2% | Added |
| California Public Employees Retirement System | 7,555,161 | $513.8M | 0.47% | −218,512−2.8% | Reduced |
| Bank of America Corp | 6,974,655 | $474.3M | 0.06% | −382,886−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 5,606,133 | $381.2M | 0.14% | +127,863+2.3% | Added |
| Federated Hermes, Inc. | 5,321,496 | $361.9M | 1.06% | +107,800+2.1% | Added |
| Pictet Asset Management SA | 4,741,043 | $322.4M | 0.48% | +832,407+21.3% | Added |
| Swiss National Bank | 4,604,647 | $313.1M | 0.22% | +5,500+0.1% | Added |
| Goldman Sachs Group Inc | 4,290,781 | $291.8M | 0.09% | +260,279+6.5% | Added |
| Wells Fargo & Company | 4,213,820 | $286.5M | 0.10% | −73,588−1.7% | Reduced |
| Nuveen Asset Management, LLC | 3,947,516 | $268.4M | 0.11% | +414,991+11.7% | Added |
| UBS Asset Management Americas Inc | 3,665,497 | $249.3M | 0.14% | +121,261+3.4% | Added |
| Ensign Peak Advisors, Inc | 3,480,837 | $236.7M | 0.59% | −73,440−2.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,455,445 | $235.0M | 0.19% | +214,575+6.6% | Added |
| Norges Bank | 3,373,983 | $229.4M | 0.06% | −129,291−3.7% | Reduced |
| JPMorgan Chase & Co | 3,133,720 | $213.1M | 0.03% | −682,262−17.9% | Reduced |
| Renaissance Technologies LLC | 3,062,100 | $208.2M | 0.29% | +1,115,989+57.3% | Added |
| Royal Bank of Canada | 2,857,788 | $194.3M | 0.06% | +405,095+16.5% | Added |
| Wellington Management Group LLP | 2,489,407 | $169.3M | 0.04% | −64,837−2.5% | Reduced |
| Ameriprise Financial Inc | 2,203,039 | $149.8M | 0.06% | −26,353−1.2% | Reduced |
| Raymond James & Associates | 2,193,527 | $149.2M | 0.15% | +43,807+2.0% | Added |
| Amundi | 2,078,408 | $142.8M | 0.08% | +546,456+35.7% | Added |
| Rhumbline Advisers | 2,045,673 | $139.1M | 0.21% | +80,900+4.1% | Added |
| Canada Pension Plan Investment Board | 2,037,010 | $138.5M | 0.24% | +841,094+70.3% | Added |
| Millennium Management LLC | 1,981,230 | $134.7M | 0.17% | +1,954,279+7,251.2% | Added |
| Bank of Montreal | 1,829,448 | $129.3M | 0.10% | +100,466+5.8% | Added |
| Dimensional Fund Advisors LP | 1,888,128 | $128.4M | 0.05% | +1,000+0.1% | Added |
| Confluence Investment Management LLC | 1,862,742 | $126.7M | 2.11% | −3,068−0.2% | Reduced |
| New York State Common Retirement Fund | 1,830,614 | $124.5M | 0.18% | −36,182−1.9% | Reduced |
| Victory Capital Management Inc | 1,820,930 | $123.8M | 0.14% | −114,353−5.9% | Reduced |
| First Trust Advisors LP | 1,793,460 | $122.0M | 0.16% | −167,484−8.5% | Reduced |
| California State Teachers Retirement System | 1,757,932 | $119.5M | 0.20% | −19,148−1.1% | Reduced |
| National Pension Service | 1,675,924 | $116.3M | 0.24% | +70,097+4.4% | Added |
| Deutsche Bank AG | 1,702,583 | $115.8M | 0.07% | −117,877−6.5% | Reduced |
| Synovus Financial Corp | 1,682,562 | $114.4M | 1.40% | −112,923−6.3% | Reduced |
| APG Asset Management N.V. | 1,630,745 | $113.2M | 0.29% | −1,014,738−38.4% | Reduced |
| Envestnet Asset Management Inc | 1,660,581 | $112.9M | 0.06% | +126,753+8.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,635,782 | $111.2M | 1.12% | +298,322+22.3% | Added |
| LPL Financial LLC | 1,605,012 | $109.1M | 0.11% | +75,541+4.9% | Added |
| Duff & Phelps Investment Management Co | 1,447,492 | $98.4M | 1.24% | +49,869+3.6% | Added |
| Manufacturers Life Insurance Company, The | 1,437,665 | $97.8M | 0.07% | +10,979+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 1,358,000 | $92.3M | 0.23% | +676,400+99.2% | Added |
| Principal Financial Group Inc | 1,324,174 | $90.0M | 0.07% | +68,823+5.5% | Added |
| Reaves W H & Co Inc | 1,312,011 | $89.2M | 3.36% | −13,799−1.0% | Reduced |
| Alliancebernstein L.P. | 1,261,334 | $85.8M | 0.04% | +8,369+0.7% | Added |
| State Board of Administration of Florida Retirement System | 1,217,835 | $82.8M | 0.21% | +3660.0% | Added |
| Credit Suisse AG | 1,204,649 | $81.9M | 0.09% | +9,434+0.8% | Added |
| New York State Teachers Retirement System | 1,167,347 | $79.4M | 0.21% | +620.0% | Added |
| Barclays PLC | 1,159,895 | $78.9M | 0.09% | +105,735+10.0% | Added |
| Zacks Investment Management | 1,133,574 | $77.1M | 1.23% | +45,279+4.2% | Added |
| Personal Capital Advisors Corp | 1,127,294 | $76.7M | 0.41% | +18,575+1.7% | Added |
| Cohen & Steers, Inc. | 1,053,554 | $71.6M | 0.16% | −187,500−15.1% | Reduced |
| Korea Investment CORP | 1,029,066 | $70.0M | 0.22% | +127,464+14.1% | Added |
| Truist Financial Corp | 1,020,113 | $69.4M | 0.13% | −40,675−3.8% | Reduced |
| UBS Group AG | 1,019,518 | $69.3M | 0.04% | +66,600+7.0% | Added |
| Old Republic International Corporation | 969,500 | $65.9M | 2.19% | −180,000−15.7% | Reduced |
| Stifel Financial Corp | 957,697 | $65.1M | 0.11% | +16,305+1.7% | Added |
| Jennison Associates LLC | 957,530 | $65.1M | 0.06% | +957,530 | New |
| Macquarie Group Ltd | 920,044 | $64.2M | 0.08% | +83,338+10.0% | Added |
| Clark Capital Management Group, Inc. | 941,796 | $64.0M | 0.84% | +32,685+3.6% | Added |
| Prudential Financial Inc | 923,068 | $63.6M | 0.11% | −34,909−3.6% | Reduced |
| Energy Income Partners, LLC | 921,060 | $62.6M | 1.46% | −706,809−43.4% | Reduced |
| Commonwealth Equity Services, LLC | 901,749 | $61.3M | 0.16% | +14,997+1.7% | Added |
| Marshall Wace, LLP | 883,544 | $60.1M | 0.15% | +767,544+661.7% | Added |
| Citadel Advisors LLC | 882,579 | $60.0M | 0.07% | +234,288+36.1% | Added |
| Mackenzie Financial Corp | 882,071 | $60.0M | 0.10% | +6,129+0.7% | Added |
| First Republic Investment Management, Inc. | 872,041 | $59.3M | 0.15% | +76,382+9.6% | Added |
| Forsta Ap-Fonden | 868,400 | $59.1M | 0.72% | +440,200+102.8% | Added |
| HSBC Holdings PLC | 846,482 | $58.4M | 0.11% | −721,822−46.0% | Reduced |
| HighTower Advisors, LLC | 858,431 | $58.3M | 0.16% | +20,174+2.4% | Added |
| Citigroup Inc | 845,255 | $57.5M | 0.08% | −3,044−0.4% | Reduced |
| Mawer Investment Management Ltd. | 814,065 | $55.4M | 0.34% | +139,287+20.6% | Added |
| Advisor Group Holdings, Inc. | 771,752 | $52.5M | 0.12% | +30,562+4.1% | Added |
| Stonegate Investment Group, LLC | 757,666 | $51.5M | 2.36% | +3,620+0.5% | Added |
| Natixis Advisors, L.P. | 732,847 | $49.8M | 0.21% | +45,721+6.7% | Added |
| Welch Group, LLC | 714,089 | $48.6M | 3.16% | +4,909+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 709,407 | $48.2M | 0.13% | −121,259−14.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 684,928 | $46.6M | 0.15% | +65,826+10.6% | Added |
| InterOcean Capital Group, LLC | 659,979 | $44.9M | 1.85% | −5,812−0.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 654,421 | $44.5M | 0.19% | +7,370+1.1% | Added |
| Balyasny Asset Management LLC | 649,107 | $44.1M | 0.17% | +256,969+65.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 638,032 | $43.4M | 0.10% | −4,080−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 637,985 | $43.4M | 0.18% | +9,081+1.4% | Added |
| Public Employees Retirement System of Ohio | 634,370 | $43.1M | 0.19% | +4,324+0.7% | Added |
| The PNC Financial Services Group, Inc. | 628,856 | $42.8M | 0.04% | +58,148+10.2% | Added |
| State of Wisconsin Investment Board | 604,683 | $41.1M | 0.13% | −158,771−20.8% | Reduced |
| Capital Advisors Inc | 634,025 | $40.3M | 1.25% | −503−0.1% | Reduced |
| Great West Life Assurance Co | 581,694 | $39.6M | 0.11% | +2,224+0.4% | Added |