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, Q4 2022
Institutional positions in Southern Co as of Dec 31, 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
- 1,737
- +113 vs. Q3 2022
- Shares held
- 687.7M
- +11.8M (+1.7%) vs. Q3 2022
- Total value
- $49.1B
- +$3.12B (+6.8%) vs. Q3 2022
- New holders
- 208
- 734 more added
- Sold out
- 95
- 513 more reduced
37 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 97,914,225 | $6.99B | 0.19% | +3,261,853+3.4% | Added |
| BlackRock Inc. | 80,961,709 | $5.78B | 0.18% | +4,600,941+6.0% | Added |
| State Street Corp | 65,181,404 | $4.65B | 0.27% | +112,855+0.2% | Added |
| Price T Rowe Associates Inc | 60,188,708 | $4.30B | 0.69% | −2,813,652−4.5% | Reduced |
| FMR LLC | 31,812,572 | $2.27B | 0.23% | −5,374,774−14.5% | Reduced |
| Massachusetts Financial Services Co | 26,558,618 | $1.90B | 0.66% | −1,096,715−4.0% | Reduced |
| Geode Capital Management, LLC | 19,514,403 | $1.39B | 0.20% | +584,893+3.1% | Added |
| Franklin Resources Inc | 15,078,828 | $1.08B | 0.56% | +140,698+0.9% | Added |
| Northern Trust Corp | 11,700,311 | $835.5M | 0.18% | −198,382−1.7% | Reduced |
| Capital Research Global Investors | 11,026,875 | $787.4M | 0.24% | −385,734−3.4% | Reduced |
| Morgan Stanley | 9,190,526 | $656.3M | 0.07% | +255,838+2.9% | Added |
| Legal & General Group Plc | 9,044,767 | $645.9M | 0.25% | −51,516−0.6% | Reduced |
| Bank of New York Mellon Corp | 9,014,095 | $643.7M | 0.15% | +218,476+2.5% | Added |
| Invesco Ltd. | 8,696,050 | $621.0M | 0.18% | +316,170+3.8% | Added |
| Bank of America Corp | 7,505,281 | $536.0M | 0.07% | +530,626+7.6% | Added |
| California Public Employees Retirement System | 7,185,170 | $513.1M | 0.44% | −369,991−4.9% | Reduced |
| Norges Bank | 6,105,290 | $436.0M | 0.11% | +2,731,307+81.0% | Added |
| Charles Schwab Investment Management Inc | 5,834,364 | $416.6M | 0.13% | +228,231+4.1% | Added |
| Federated Hermes, Inc. | 5,644,083 | $403.0M | 1.12% | +322,587+6.1% | Added |
| Pictet Asset Management SA | 4,984,891 | $356.0M | 0.51% | +243,848+5.1% | Added |
| Nuveen Asset Management, LLC | 4,462,062 | $318.6M | 0.12% | +514,546+13.0% | Added |
| Swiss National Bank | 4,423,000 | $315.8M | 0.23% | −181,647−3.9% | Reduced |
| Wells Fargo & Company | 4,371,315 | $312.2M | 0.10% | +157,495+3.7% | Added |
| UBS Asset Management Americas Inc | 3,895,856 | $278.2M | 0.15% | +230,359+6.3% | Added |
| Goldman Sachs Group Inc | 3,792,085 | $270.8M | 0.08% | −498,696−11.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,615,095 | $258.2M | 0.58% | +134,258+3.9% | Added |
| JPMorgan Chase & Co | 3,440,939 | $245.7M | 0.03% | +307,219+9.8% | Added |
| Royal Bank of Canada | 3,415,306 | $243.9M | 0.07% | +557,518+19.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,275,962 | $233.9M | 0.19% | −179,483−5.2% | Reduced |
| Renaissance Technologies LLC | 2,978,950 | $212.7M | 0.29% | −83,150−2.7% | Reduced |
| First Trust Advisors LP | 2,616,899 | $186.9M | 0.22% | +823,439+45.9% | Added |
| Wellington Management Group LLP | 2,504,978 | $178.9M | 0.04% | +15,571+0.6% | Added |
| Ameriprise Financial Inc | 2,244,847 | $160.3M | 0.05% | +41,808+1.9% | Added |
| Raymond James & Associates | 2,237,113 | $159.8M | 0.15% | +43,586+2.0% | Added |
| Bank of Montreal | 2,134,292 | $154.2M | 0.12% | +304,844+16.7% | Added |
| Rhumbline Advisers | 2,102,751 | $150.2M | 0.20% | +57,078+2.8% | Added |
| Deutsche Bank AG | 1,966,809 | $140.4M | 0.08% | +264,226+15.5% | Added |
| New York State Common Retirement Fund | 1,939,771 | $138.5M | 0.19% | +109,157+6.0% | Added |
| Dimensional Fund Advisors LP | 1,928,837 | $137.7M | 0.05% | +40,709+2.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,916,405 | $136.8M | 1.16% | +280,623+17.2% | Added |
| Victory Capital Management Inc | 1,890,182 | $135.0M | 0.16% | +69,252+3.8% | Added |
| Confluence Investment Management LLC | 1,882,833 | $134.5M | 2.01% | +20,091+1.1% | Added |
| Canada Pension Plan Investment Board | 1,800,040 | $128.5M | 0.23% | −236,970−11.6% | Reduced |
| California State Teachers Retirement System | 1,775,764 | $126.8M | 0.20% | +17,832+1.0% | Added |
| Envestnet Asset Management Inc | 1,770,713 | $126.4M | 0.07% | +110,132+6.6% | Added |
| Zimmer Partners, LP | 1,749,100 | $124.9M | 2.51% | +1,649,000+1,647.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,740,400 | $124.3M | 0.38% | +1,740,400 | New |
| National Pension Service | 1,729,734 | $123.5M | 0.24% | +53,810+3.2% | Added |
| LPL Financial LLC | 1,713,051 | $122.3M | 0.10% | +108,039+6.7% | Added |
| Amundi | 1,688,434 | $120.8M | 0.07% | −389,974−18.8% | Reduced |
| Synovus Financial Corp | 1,677,175 | $119.8M | 1.37% | −5,387−0.3% | Reduced |
| APG Asset Management N.V. | 1,592,481 | $113.7M | 0.22% | −38,264−2.3% | Reduced |
| UBS Group AG | 1,557,756 | $111.2M | 0.05% | +538,238+52.8% | Added |
| Marshall Wace, LLP | 1,518,590 | $108.4M | 0.28% | +635,046+71.9% | Added |
| Duff & Phelps Investment Management Co | 1,453,332 | $103.8M | 1.26% | +5,840+0.4% | Added |
| Balyasny Asset Management LLC | 1,439,855 | $102.8M | 0.36% | +790,748+121.8% | Added |
| Manufacturers Life Insurance Company, The | 1,413,980 | $101.0M | 0.06% | −23,685−1.6% | Reduced |
| ClearBridge Investments Ltd | 1,404,861 | $100.3M | 3.05% | +1,404,861 | New |
| Energy Income Partners, LLC | 1,358,508 | $97.0M | 2.18% | +437,448+47.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,332,300 | $95.1M | 0.23% | −25,700−1.9% | Reduced |
| Principal Financial Group Inc | 1,322,206 | $94.4M | 0.07% | −1,968−0.1% | Reduced |
| Jennison Associates LLC | 1,321,398 | $94.4M | 0.10% | +363,868+38.0% | Added |
| Credit Suisse AG | 1,296,737 | $92.6M | 0.10% | +92,088+7.6% | Added |
| Barclays PLC | 1,294,736 | $92.5M | 0.08% | +134,841+11.6% | Added |
| HSBC Holdings PLC | 1,278,736 | $91.2M | 0.11% | +432,254+51.1% | Added |
| Alliancebernstein L.P. | 1,264,983 | $90.3M | 0.04% | +3,649+0.3% | Added |
| State Board of Administration of Florida Retirement System | 1,217,665 | $87.0M | 0.21% | −1700.0% | Reduced |
| Zacks Investment Management | 1,177,309 | $84.1M | 1.17% | +43,735+3.9% | Added |
| New York State Teachers Retirement System | 1,171,286 | $83.6M | 0.21% | +3,939+0.3% | Added |
| Personal Capital Advisors Corp | 1,156,505 | $82.6M | 0.40% | +29,211+2.6% | Added |
| Truist Financial Corp | 1,064,017 | $76.0M | 0.13% | +43,904+4.3% | Added |
| Cohen & Steers, Inc. | 1,053,554 | $75.2M | 0.17% | 00.0% | Unchanged |
| Korea Investment CORP | 1,041,037 | $74.3M | 0.23% | +11,971+1.2% | Added |
| Stifel Financial Corp | 1,002,164 | $71.6M | 0.11% | +44,467+4.6% | Added |
| BNP Paribas Arbitrage, SA | 998,958 | $71.3M | 0.18% | +463,143+86.4% | Added |
| HighTower Advisors, LLC | 979,537 | $69.9M | 0.16% | +121,106+14.1% | Added |
| Prudential Financial Inc | 978,386 | $69.9M | 0.12% | +55,318+6.0% | Added |
| Citigroup Inc | 972,050 | $69.4M | 0.10% | +126,795+15.0% | Added |
| Old Republic International Corporation | 933,000 | $66.6M | 2.09% | −36,500−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 901,559 | $64.4M | 0.15% | −1900.0% | Reduced |
| Macquarie Group Ltd | 889,469 | $63.3M | 0.07% | −30,575−3.3% | Reduced |
| Clark Capital Management Group, Inc. | 862,653 | $61.6M | 0.57% | −79,143−8.4% | Reduced |
| Mawer Investment Management Ltd. | 819,239 | $58.5M | 0.33% | +5,174+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 810,736 | $57.9M | 0.15% | +101,329+14.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 792,529 | $57.0M | 0.16% | +107,601+15.7% | Added |
| Mackenzie Financial Corp | 785,302 | $56.1M | 0.09% | −96,769−11.0% | Reduced |
| First Republic Investment Management, Inc. | 774,834 | $55.3M | 0.12% | −97,207−11.1% | Reduced |
| Advisor Group Holdings, Inc. | 770,140 | $55.0M | 0.11% | −1,612−0.2% | Reduced |
| Stonegate Investment Group, LLC | 759,089 | $54.2M | 2.34% | +1,423+0.2% | Added |
| Natixis Advisors, L.P. | 757,477 | $54.1M | 0.20% | +24,630+3.4% | Added |
| Welch Group, LLC | 724,902 | $51.8M | 2.96% | +10,813+1.5% | Added |
| InterOcean Capital Group, LLC | 675,693 | $48.3M | 1.77% | +15,714+2.4% | Added |
| Public Employees Retirement System of Ohio | 652,929 | $46.6M | 0.20% | +18,559+2.9% | Added |
| State of New Jersey Common Pension Fund D | 649,823 | $46.4M | 0.18% | +11,838+1.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 641,099 | $45.8M | 0.09% | +3,067+0.5% | Added |
| Capital Advisors Inc | 639,651 | $45.7M | 1.30% | +5,626+0.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 632,127 | $45.1M | 0.19% | −22,294−3.4% | Reduced |
| Great West Life Assurance Co | 574,019 | $41.2M | 0.11% | −7,675−1.3% | Reduced |
| Voya Investment Management LLC | 573,784 | $41.0M | 0.05% | +17,875+3.2% | Added |
| State of Wisconsin Investment Board | 565,374 | $40.4M | 0.13% | −39,309−6.5% | Reduced |