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 |
|---|---|---|---|---|---|
| SEI Investments Co | 574,648 | $39.1M | 0.09% | +82,263+16.7% | Added |
| Two Sigma Advisers, LP | 571,700 | $38.9M | 0.11% | −112,300−16.4% | Reduced |
| Allianz Asset Management GmbH | 556,842 | $37.9M | 0.09% | +13,291+2.4% | Added |
| Voya Investment Management LLC | 555,909 | $37.8M | 0.05% | −13,682−2.4% | Reduced |
| Asset Management One Co.,Ltd. | 549,572 | $37.4M | 0.19% | +7,278+1.3% | Added |
| Two Sigma Investments, LP | 537,568 | $36.6M | 0.13% | −396,617−42.5% | Reduced |
| BNP Paribas Arbitrage, SA | 535,815 | $36.4M | 0.09% | −450,585−45.7% | Reduced |
| Donaldson Capital Management, LLC | 521,307 | $35.4M | 1.95% | +304,587+140.5% | Added |
| Capital Investment Advisors, LLC | 519,522 | $35.3M | 1.21% | −83,453−13.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 518,016 | $35.2M | 0.06% | +28,349+5.8% | Added |
| Vaughan David Investments LLC | 517,358 | $35.2M | 1.18% | +3,905+0.8% | Added |
| Edgar Lomax Co | 502,800 | $34.2M | 2.36% | −5,745−1.1% | Reduced |
| Toronto Dominion Bank | 501,776 | $34.1M | 0.06% | −65,935−11.6% | Reduced |
| Cubist Systematic Strategies, LLC | 464,057 | $31.6M | 0.23% | +418,200+912.0% | Added |
| HRT Financial LP | 462,077 | $31.4M | 0.34% | +462,077 | New |
| Cambridge Investment Research Advisors, Inc. | 457,500 | $31.1M | 0.18% | +35,710+8.5% | Added |
| Treasurer of the State of North Carolina | 455,314 | $31.0M | 0.20% | +1,840+0.4% | Added |
| Gabelli Funds LLC | 453,300 | $30.8M | 0.25% | 00.0% | Unchanged |
| Hyman Charles D | 449,367 | $30.6M | 2.35% | −7,515−1.6% | Reduced |
| Bollard Group LLC | 425,447 | $28.9M | 1.22% | +3,402+0.8% | Added |
| Qube Research & Technologies Ltd | 420,560 | $28.6M | 0.18% | +420,560 | New |
| Voloridge Investment Management, LLC | 419,872 | $28.6M | 0.15% | +184,250+78.2% | Added |
| Teacher Retirement System of Texas | 411,162 | $28.0M | 0.20% | +19,698+5.0% | Added |
| American Century Companies Inc | 409,151 | $27.8M | 0.02% | +34,901+9.3% | Added |
| Money Concepts Capital Corp | 398,808 | $27.1M | 1.60% | +335,648+531.4% | Added |
| AQR Capital Management LLC | 381,309 | $25.9M | 0.06% | +59,769+18.6% | Added |
| Janney Montgomery Scott LLC | 376,610 | $25.6M | 0.11% | −1,166−0.3% | Reduced |
| Magellan Asset Management Ltd | 374,657 | $25.5M | 0.18% | −34,425−8.4% | Reduced |
| Hennessy Advisors Inc | 367,200 | $25.0M | 1.73% | −12,500−3.3% | Reduced |
| STRS Ohio | 366,738 | $24.9M | 0.12% | −5,723−1.5% | Reduced |
| Man Group plc | 364,614 | $24.8M | 0.12% | – | – |
| United Capital Financial Advisers, LLC | 360,686 | $24.5M | 0.14% | −5,764−1.6% | Reduced |
| US Bancorp | 359,478 | $24.4M | 0.05% | +5,501+1.6% | Added |
| TD Asset Management Inc | 351,050 | $24.4M | 0.03% | +3,082+0.9% | Added |
| Retirement Systems of Alabama | 353,074 | $24.0M | 0.11% | +837+0.2% | Added |
| GW Henssler & Associates Ltd | 351,628 | $23.9M | 1.79% | +1,579+0.5% | Added |
| Liberty One Investment Management, LLC | 338,604 | $23.0M | 3.79% | +235+0.1% | Added |
| Mn Services Vermogensbeheer B.V. | 337,400 | $22.9M | 0.24% | −30,100−8.2% | Reduced |
| State of Tennessee, Treasury Department | 323,451 | $22.0M | 0.11% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 323,000 | $22.0M | 0.08% | +323,000 | New |
| Mariner, LLC | 321,863 | $21.9M | 0.09% | +19,276+6.4% | Added |
| Schonfeld Strategic Advisors LLC | 317,840 | $21.6M | 0.18% | +102,140+47.4% | Added |
| Illinois Municipal Retirement Fund | 317,071 | $21.6M | 0.53% | +5,131+1.6% | Added |
| MML Investors Services, LLC | 316,979 | $21.6M | 0.16% | +60,189+23.4% | Added |
| Robeco Institutional Asset Management B.V. | 316,811 | $21.5M | 0.07% | +21,193+7.2% | Added |
| Baird Financial Group, Inc. | 311,716 | $21.2M | 0.06% | +12,066+4.0% | Added |
| Alps Advisors Inc | 310,257 | $21.1M | 0.20% | −36,120−10.4% | Reduced |
| IFM Investors Pty Ltd | 308,026 | $20.9M | 0.38% | +3,165+1.0% | Added |
| Russell Investments Group, Ltd. | 307,026 | $20.9M | 0.05% | −23,980−7.2% | Reduced |
| Guggenheim Capital LLC | 301,360 | $20.5M | 0.19% | +865+0.3% | Added |
| Wade G W & Inc | 292,908 | $19.9M | 0.98% | +5,005+1.7% | Added |
| Arizona State Retirement System | 288,822 | $19.6M | 0.20% | −2,047−0.7% | Reduced |
| State of Michigan Retirement System | 287,723 | $19.6M | 0.14% | +1,100+0.4% | Added |
| Calamos Advisors LLC | 287,537 | $19.6M | 0.09% | 00.0% | Unchanged |
| MetLife Investment Management | 282,133 | $19.2M | 0.16% | −4,088−1.4% | Reduced |
| Amalgamated Bank | 281,962 | $19.2M | 0.19% | +7,562+2.8% | Added |
| American International Group, Inc. | 278,356 | $18.9M | 0.14% | −6,661−2.3% | Reduced |
| Martingale Asset Management L P | 276,737 | $18.8M | 0.38% | −3,200−1.1% | Reduced |
| First Horizon Advisors, Inc. | 271,001 | $18.4M | 0.74% | −8,540−3.1% | Reduced |
| Regions Financial Corp | 268,249 | $18.2M | 0.18% | −2,581−1.0% | Reduced |
| Royal London Asset Management Ltd | 264,970 | $18.0M | 0.09% | −112,968−29.9% | Reduced |
| Creative Planning | 261,577 | $17.8M | 0.03% | +2,587+1.0% | Added |
| Van Eck Associates Corp | 258,835 | $17.6M | 0.05% | −7,357−2.8% | Reduced |
| Standard Life Aberdeen plc | 258,026 | $17.5M | 0.05% | +4,995+2.0% | Added |
| DnB Asset Management AS | 257,149 | $17.5M | 0.13% | −843−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 256,142 | $17.4M | 0.30% | +5,537+2.2% | Added |
| Verition Fund Management LLC | 254,270 | $17.3M | 0.24% | −82,148−24.4% | Reduced |
| Nomura Asset Management Co Ltd | 254,029 | $17.3M | 0.11% | −352−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 250,600 | $17.0M | 0.03% | −17,534−6.5% | Reduced |
| USS Investment Management Ltd | 247,120 | $16.8M | 0.26% | −78,404−24.1% | Reduced |
| Acadian Asset Management LLC | 246,204 | $16.7M | 0.09% | +246,204 | New |
| CWA Asset Management Group, LLC | 245,949 | $16.7M | 1.62% | −16,971−6.5% | Reduced |
| Captrust Financial Advisors | 243,752 | $16.6M | 0.10% | +27,774+12.9% | Added |
| Financial Counselors Inc | 241,240 | $16.4M | 0.40% | +1,349+0.6% | Added |
| Davidson Investment Advisors | 236,072 | $16.1M | 1.35% | +6,953+3.0% | Added |
| Fukoku Mutual Life Insurance Co | 234,192 | $15.9M | 1.49% | −648−0.3% | Reduced |
| Cahaba Wealth Management, Inc. | 234,045 | $15.9M | 2.20% | −533−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 228,142 | $15.5M | 0.05% | +6,393+2.9% | Added |
| Core Alternative Capital | 224,377 | $15.3M | 2.43% | +81,310+56.8% | Added |
| Bridgewater Associates, LP | 214,669 | $14.6M | 0.07% | −279,871−56.6% | Reduced |
| CCM Investment Advisers LLC | 208,860 | $14.2M | 2.42% | +5,504+2.7% | Added |
| Norris Perne & French LLP | 208,016 | $14.1M | 1.47% | +511+0.2% | Added |
| AE Wealth Management LLC | 207,705 | $14.1M | 0.11% | +9,231+4.7% | Added |
| Richard C. Young & CO., LTD. | 207,634 | $14.1M | 2.16% | −186−0.1% | Reduced |
| Railway Pension Investments Ltd | 206,100 | $14.0M | 0.15% | +124,200+151.6% | Added |
| Nichols & Pratt Advisers LLP | 205,576 | $14.0M | 1.24% | +465+0.2% | Added |
| Eaton Vance Management | 205,242 | $14.0M | 0.02% | +42,594+26.2% | Added |
| Janus Henderson Group PLC | 205,077 | $14.0M | 0.01% | +16,613+8.8% | Added |
| Verity & Verity, LLC | 203,892 | $13.9M | 2.23% | +4,025+2.0% | Added |
| C2C Wealth Management, LLC | 189,586 | $13.4M | 2.62% | −13,265−6.5% | Reduced |
| Kestra Advisory Services, LLC | 196,918 | $13.4M | 0.14% | +39,882+25.4% | Added |
| CIBC Asset Management Inc | 196,524 | $13.4M | 0.06% | +11,648+6.3% | Added |
| Alberta Investment Management Corp | 196,119 | $13.3M | 0.10% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 191,971 | $13.1M | 1.02% | −2,280−1.2% | Reduced |
| DekaBank Deutsche Girozentrale | 188,064 | $13.0M | 0.04% | +31,200+19.9% | Added |
| Utah Retirement Systems | 190,272 | $12.9M | 0.22% | +1,000+0.5% | Added |
| Public Sector Pension Investment Board | 189,946 | $12.9M | 0.11% | +87,743+85.9% | Added |
| Cornerstone Capital, Inc. | 189,130 | $12.9M | 1.81% | −45,555−19.4% | Reduced |
| Natixis | 188,279 | $12.8M | 0.06% | −10,246−5.2% | Reduced |
| Comerica Bank | 197,795 | $12.8M | 0.11% | −4,025−2.0% | Reduced |