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 |
|---|---|---|---|---|---|
| Barclays PLC | 1,159,895 | $78.9M | 0.09% | +105,735+10.0% | Added |
| New York State Teachers Retirement System | 1,167,347 | $79.4M | 0.21% | +620.0% | Added |
| Credit Suisse AG | 1,204,649 | $81.9M | 0.09% | +9,434+0.8% | Added |
| State Board of Administration of Florida Retirement System | 1,217,835 | $82.8M | 0.21% | +3660.0% | Added |
| Alliancebernstein L.P. | 1,261,334 | $85.8M | 0.04% | +8,369+0.7% | Added |
| Reaves W H & Co Inc | 1,312,011 | $89.2M | 3.36% | −13,799−1.0% | Reduced |
| Principal Financial Group Inc | 1,324,174 | $90.0M | 0.07% | +68,823+5.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,358,000 | $92.3M | 0.23% | +676,400+99.2% | Added |
| Manufacturers Life Insurance Company, The | 1,437,665 | $97.8M | 0.07% | +10,979+0.8% | Added |
| Duff & Phelps Investment Management Co | 1,447,492 | $98.4M | 1.24% | +49,869+3.6% | Added |
| LPL Financial LLC | 1,605,012 | $109.1M | 0.11% | +75,541+4.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,635,782 | $111.2M | 1.12% | +298,322+22.3% | Added |
| Envestnet Asset Management Inc | 1,660,581 | $112.9M | 0.06% | +126,753+8.3% | Added |
| APG Asset Management N.V. | 1,630,745 | $113.2M | 0.29% | −1,014,738−38.4% | Reduced |
| Synovus Financial Corp | 1,682,562 | $114.4M | 1.40% | −112,923−6.3% | Reduced |
| Deutsche Bank AG | 1,702,583 | $115.8M | 0.07% | −117,877−6.5% | Reduced |
| National Pension Service | 1,675,924 | $116.3M | 0.24% | +70,097+4.4% | Added |
| California State Teachers Retirement System | 1,757,932 | $119.5M | 0.20% | −19,148−1.1% | Reduced |
| First Trust Advisors LP | 1,793,460 | $122.0M | 0.16% | −167,484−8.5% | Reduced |
| Victory Capital Management Inc | 1,820,930 | $123.8M | 0.14% | −114,353−5.9% | Reduced |
| New York State Common Retirement Fund | 1,830,614 | $124.5M | 0.18% | −36,182−1.9% | Reduced |
| Confluence Investment Management LLC | 1,862,742 | $126.7M | 2.11% | −3,068−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,888,128 | $128.4M | 0.05% | +1,000+0.1% | Added |
| Bank of Montreal | 1,829,448 | $129.3M | 0.10% | +100,466+5.8% | Added |
| Millennium Management LLC | 1,981,230 | $134.7M | 0.17% | +1,954,279+7,251.2% | Added |
| Canada Pension Plan Investment Board | 2,037,010 | $138.5M | 0.24% | +841,094+70.3% | Added |
| Rhumbline Advisers | 2,045,673 | $139.1M | 0.21% | +80,900+4.1% | Added |
| Amundi | 2,078,408 | $142.8M | 0.08% | +546,456+35.7% | Added |
| Raymond James & Associates | 2,193,527 | $149.2M | 0.15% | +43,807+2.0% | Added |
| Ameriprise Financial Inc | 2,203,039 | $149.8M | 0.06% | −26,353−1.2% | Reduced |
| Wellington Management Group LLP | 2,489,407 | $169.3M | 0.04% | −64,837−2.5% | Reduced |
| Royal Bank of Canada | 2,857,788 | $194.3M | 0.06% | +405,095+16.5% | Added |
| Renaissance Technologies LLC | 3,062,100 | $208.2M | 0.29% | +1,115,989+57.3% | Added |
| JPMorgan Chase & Co | 3,133,720 | $213.1M | 0.03% | −682,262−17.9% | Reduced |
| Norges Bank | 3,373,983 | $229.4M | 0.06% | −129,291−3.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,455,445 | $235.0M | 0.19% | +214,575+6.6% | Added |
| Ensign Peak Advisors, Inc | 3,480,837 | $236.7M | 0.59% | −73,440−2.1% | Reduced |
| UBS Asset Management Americas Inc | 3,665,497 | $249.3M | 0.14% | +121,261+3.4% | Added |
| Nuveen Asset Management, LLC | 3,947,516 | $268.4M | 0.11% | +414,991+11.7% | Added |
| Wells Fargo & Company | 4,213,820 | $286.5M | 0.10% | −73,588−1.7% | Reduced |
| Goldman Sachs Group Inc | 4,290,781 | $291.8M | 0.09% | +260,279+6.5% | Added |
| Swiss National Bank | 4,604,647 | $313.1M | 0.22% | +5,500+0.1% | Added |
| Pictet Asset Management SA | 4,741,043 | $322.4M | 0.48% | +832,407+21.3% | Added |
| Federated Hermes, Inc. | 5,321,496 | $361.9M | 1.06% | +107,800+2.1% | Added |
| Charles Schwab Investment Management Inc | 5,606,133 | $381.2M | 0.14% | +127,863+2.3% | Added |
| Bank of America Corp | 6,974,655 | $474.3M | 0.06% | −382,886−5.2% | Reduced |
| California Public Employees Retirement System | 7,555,161 | $513.8M | 0.47% | −218,512−2.8% | Reduced |
| Invesco Ltd. | 8,379,880 | $569.8M | 0.18% | +1,737,779+26.2% | Added |
| Bank of New York Mellon Corp | 8,795,619 | $598.1M | 0.14% | +66,208+0.8% | Added |
| Morgan Stanley | 8,934,688 | $607.6M | 0.08% | +255,208+2.9% | Added |
| Legal & General Group Plc | 9,096,283 | $618.6M | 0.24% | −828,385−8.3% | Reduced |
| Capital Research Global Investors | 11,412,609 | $776.1M | 0.25% | +7,320+0.1% | Added |
| Northern Trust Corp | 11,898,693 | $809.1M | 0.18% | +3,0890.0% | Added |
| Franklin Resources Inc | 14,938,130 | $1.02B | 0.55% | −1,534,087−9.3% | Reduced |
| Geode Capital Management, LLC | 18,929,510 | $1.29B | 0.20% | +650,776+3.6% | Added |
| Massachusetts Financial Services Co | 27,655,333 | $1.88B | 0.70% | −616,931−2.2% | Reduced |
| FMR LLC | 37,187,346 | $2.53B | 0.26% | +2,270,284+6.5% | Added |
| Price T Rowe Associates Inc | 63,002,360 | $4.28B | 0.71% | +3,653,841+6.2% | Added |
| State Street Corp | 65,068,549 | $4.42B | 0.28% | +1,313,036+2.1% | Added |
| BlackRock Inc. | 76,360,768 | $5.19B | 0.18% | +723,336+1.0% | Added |
| Vanguard Group Inc | 94,652,372 | $6.44B | 0.19% | +1,391,612+1.5% | Added |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −353,766−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −187,000−100.0% | Sold out |
| Willis Investment Counsel | 0 | $0 | 0.00% | −115,566−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −92,632−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −81,876−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −57,861−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −45,488−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −31,907−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −19,536−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,280−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,323−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −9,269−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −8,986−100.0% | Sold out |
| Frontier Asset Management, LLC | 0 | $0 | 0.00% | −7,505−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −5,738−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −5,503−100.0% | Sold out |
| Graybill Bartz & Assoc Ltd | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Black Diamond Financial, LLC | 0 | $0 | 0.00% | −4,511−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −4,431−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −5,126−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −4,407−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |