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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 264,970 | $18.0M | 0.09% | −112,968−29.9% | Reduced |
| Regions Financial Corp | 268,249 | $18.2M | 0.18% | −2,581−1.0% | Reduced |
| First Horizon Advisors, Inc. | 271,001 | $18.4M | 0.74% | −8,540−3.1% | Reduced |
| Martingale Asset Management L P | 276,737 | $18.8M | 0.38% | −3,200−1.1% | Reduced |
| American International Group, Inc. | 278,356 | $18.9M | 0.14% | −6,661−2.3% | Reduced |
| Amalgamated Bank | 281,962 | $19.2M | 0.19% | +7,562+2.8% | Added |
| MetLife Investment Management | 282,133 | $19.2M | 0.16% | −4,088−1.4% | Reduced |
| Calamos Advisors LLC | 287,537 | $19.6M | 0.09% | 00.0% | Unchanged |
| State of Michigan Retirement System | 287,723 | $19.6M | 0.14% | +1,100+0.4% | Added |
| Arizona State Retirement System | 288,822 | $19.6M | 0.20% | −2,047−0.7% | Reduced |
| Wade G W & Inc | 292,908 | $19.9M | 0.98% | +5,005+1.7% | Added |
| Guggenheim Capital LLC | 301,360 | $20.5M | 0.19% | +865+0.3% | Added |
| Russell Investments Group, Ltd. | 307,026 | $20.9M | 0.05% | −23,980−7.2% | Reduced |
| IFM Investors Pty Ltd | 308,026 | $20.9M | 0.38% | +3,165+1.0% | Added |
| Alps Advisors Inc | 310,257 | $21.1M | 0.20% | −36,120−10.4% | Reduced |
| Baird Financial Group, Inc. | 311,716 | $21.2M | 0.06% | +12,066+4.0% | Added |
| Robeco Institutional Asset Management B.V. | 316,811 | $21.5M | 0.07% | +21,193+7.2% | Added |
| MML Investors Services, LLC | 316,979 | $21.6M | 0.16% | +60,189+23.4% | Added |
| Illinois Municipal Retirement Fund | 317,071 | $21.6M | 0.53% | +5,131+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 317,840 | $21.6M | 0.18% | +102,140+47.4% | Added |
| Mariner, LLC | 321,863 | $21.9M | 0.09% | +19,276+6.4% | Added |
| Lord, Abbett & Co. LLC | 323,000 | $22.0M | 0.08% | +323,000 | New |
| State of Tennessee, Treasury Department | 323,451 | $22.0M | 0.11% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 337,400 | $22.9M | 0.24% | −30,100−8.2% | Reduced |
| Liberty One Investment Management, LLC | 338,604 | $23.0M | 3.79% | +235+0.1% | Added |
| GW Henssler & Associates Ltd | 351,628 | $23.9M | 1.79% | +1,579+0.5% | Added |
| Retirement Systems of Alabama | 353,074 | $24.0M | 0.11% | +837+0.2% | Added |
| TD Asset Management Inc | 351,050 | $24.4M | 0.03% | +3,082+0.9% | Added |
| US Bancorp | 359,478 | $24.4M | 0.05% | +5,501+1.6% | Added |
| United Capital Financial Advisers, LLC | 360,686 | $24.5M | 0.14% | −5,764−1.6% | Reduced |
| Man Group plc | 364,614 | $24.8M | 0.12% | – | – |
| STRS Ohio | 366,738 | $24.9M | 0.12% | −5,723−1.5% | Reduced |
| Hennessy Advisors Inc | 367,200 | $25.0M | 1.73% | −12,500−3.3% | Reduced |
| Magellan Asset Management Ltd | 374,657 | $25.5M | 0.18% | −34,425−8.4% | Reduced |
| Janney Montgomery Scott LLC | 376,610 | $25.6M | 0.11% | −1,166−0.3% | Reduced |
| AQR Capital Management LLC | 381,309 | $25.9M | 0.06% | +59,769+18.6% | Added |
| Money Concepts Capital Corp | 398,808 | $27.1M | 1.60% | +335,648+531.4% | Added |
| American Century Companies Inc | 409,151 | $27.8M | 0.02% | +34,901+9.3% | Added |
| Teacher Retirement System of Texas | 411,162 | $28.0M | 0.20% | +19,698+5.0% | Added |
| Voloridge Investment Management, LLC | 419,872 | $28.6M | 0.15% | +184,250+78.2% | Added |
| Qube Research & Technologies Ltd | 420,560 | $28.6M | 0.18% | +420,560 | New |
| Bollard Group LLC | 425,447 | $28.9M | 1.22% | +3,402+0.8% | Added |
| Hyman Charles D | 449,367 | $30.6M | 2.35% | −7,515−1.6% | Reduced |
| Gabelli Funds LLC | 453,300 | $30.8M | 0.25% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 455,314 | $31.0M | 0.20% | +1,840+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 457,500 | $31.1M | 0.18% | +35,710+8.5% | Added |
| HRT Financial LP | 462,077 | $31.4M | 0.34% | +462,077 | New |
| Cubist Systematic Strategies, LLC | 464,057 | $31.6M | 0.23% | +418,200+912.0% | Added |
| Toronto Dominion Bank | 501,776 | $34.1M | 0.06% | −65,935−11.6% | Reduced |
| Edgar Lomax Co | 502,800 | $34.2M | 2.36% | −5,745−1.1% | Reduced |
| Vaughan David Investments LLC | 517,358 | $35.2M | 1.18% | +3,905+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 518,016 | $35.2M | 0.06% | +28,349+5.8% | Added |
| Capital Investment Advisors, LLC | 519,522 | $35.3M | 1.21% | −83,453−13.8% | Reduced |
| Donaldson Capital Management, LLC | 521,307 | $35.4M | 1.95% | +304,587+140.5% | Added |
| BNP Paribas Arbitrage, SA | 535,815 | $36.4M | 0.09% | −450,585−45.7% | Reduced |
| Two Sigma Investments, LP | 537,568 | $36.6M | 0.13% | −396,617−42.5% | Reduced |
| Asset Management One Co.,Ltd. | 549,572 | $37.4M | 0.19% | +7,278+1.3% | Added |
| Voya Investment Management LLC | 555,909 | $37.8M | 0.05% | −13,682−2.4% | Reduced |
| Allianz Asset Management GmbH | 556,842 | $37.9M | 0.09% | +13,291+2.4% | Added |
| Two Sigma Advisers, LP | 571,700 | $38.9M | 0.11% | −112,300−16.4% | Reduced |
| SEI Investments Co | 574,648 | $39.1M | 0.09% | +82,263+16.7% | Added |
| Great West Life Assurance Co | 581,694 | $39.6M | 0.11% | +2,224+0.4% | Added |
| Capital Advisors Inc | 634,025 | $40.3M | 1.25% | −503−0.1% | Reduced |
| State of Wisconsin Investment Board | 604,683 | $41.1M | 0.13% | −158,771−20.8% | Reduced |
| The PNC Financial Services Group, Inc. | 628,856 | $42.8M | 0.04% | +58,148+10.2% | Added |
| Public Employees Retirement System of Ohio | 634,370 | $43.1M | 0.19% | +4,324+0.7% | Added |
| State of New Jersey Common Pension Fund D | 637,985 | $43.4M | 0.18% | +9,081+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 638,032 | $43.4M | 0.10% | −4,080−0.6% | Reduced |
| Balyasny Asset Management LLC | 649,107 | $44.1M | 0.17% | +256,969+65.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 654,421 | $44.5M | 0.19% | +7,370+1.1% | Added |
| InterOcean Capital Group, LLC | 659,979 | $44.9M | 1.85% | −5,812−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 684,928 | $46.6M | 0.15% | +65,826+10.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 709,407 | $48.2M | 0.13% | −121,259−14.6% | Reduced |
| Welch Group, LLC | 714,089 | $48.6M | 3.16% | +4,909+0.7% | Added |
| Natixis Advisors, L.P. | 732,847 | $49.8M | 0.21% | +45,721+6.7% | Added |
| Stonegate Investment Group, LLC | 757,666 | $51.5M | 2.36% | +3,620+0.5% | Added |
| Advisor Group Holdings, Inc. | 771,752 | $52.5M | 0.12% | +30,562+4.1% | Added |
| Mawer Investment Management Ltd. | 814,065 | $55.4M | 0.34% | +139,287+20.6% | Added |
| Citigroup Inc | 845,255 | $57.5M | 0.08% | −3,044−0.4% | Reduced |
| HighTower Advisors, LLC | 858,431 | $58.3M | 0.16% | +20,174+2.4% | Added |
| HSBC Holdings PLC | 846,482 | $58.4M | 0.11% | −721,822−46.0% | Reduced |
| Forsta Ap-Fonden | 868,400 | $59.1M | 0.72% | +440,200+102.8% | Added |
| First Republic Investment Management, Inc. | 872,041 | $59.3M | 0.15% | +76,382+9.6% | Added |
| Mackenzie Financial Corp | 882,071 | $60.0M | 0.10% | +6,129+0.7% | Added |
| Citadel Advisors LLC | 882,579 | $60.0M | 0.07% | +234,288+36.1% | Added |
| Marshall Wace, LLP | 883,544 | $60.1M | 0.15% | +767,544+661.7% | Added |
| Commonwealth Equity Services, LLC | 901,749 | $61.3M | 0.16% | +14,997+1.7% | Added |
| Energy Income Partners, LLC | 921,060 | $62.6M | 1.46% | −706,809−43.4% | Reduced |
| Prudential Financial Inc | 923,068 | $63.6M | 0.11% | −34,909−3.6% | Reduced |
| Clark Capital Management Group, Inc. | 941,796 | $64.0M | 0.84% | +32,685+3.6% | Added |
| Macquarie Group Ltd | 920,044 | $64.2M | 0.08% | +83,338+10.0% | Added |
| Jennison Associates LLC | 957,530 | $65.1M | 0.06% | +957,530 | New |
| Stifel Financial Corp | 957,697 | $65.1M | 0.11% | +16,305+1.7% | Added |
| Old Republic International Corporation | 969,500 | $65.9M | 2.19% | −180,000−15.7% | Reduced |
| UBS Group AG | 1,019,518 | $69.3M | 0.04% | +66,600+7.0% | Added |
| Truist Financial Corp | 1,020,113 | $69.4M | 0.13% | −40,675−3.8% | Reduced |
| Korea Investment CORP | 1,029,066 | $70.0M | 0.22% | +127,464+14.1% | Added |
| Cohen & Steers, Inc. | 1,053,554 | $71.6M | 0.16% | −187,500−15.1% | Reduced |
| Personal Capital Advisors Corp | 1,127,294 | $76.7M | 0.41% | +18,575+1.7% | Added |
| Zacks Investment Management | 1,133,574 | $77.1M | 1.23% | +45,279+4.2% | Added |