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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 356,520 | $25.5M | 1.79% | +4,892+1.4% | Added |
| Liberty One Investment Management, LLC | 359,857 | $25.7M | 3.69% | +21,253+6.3% | Added |
| Bridgewater Associates, LP | 360,431 | $25.7M | 0.14% | +145,762+67.9% | Added |
| TD Asset Management Inc | 360,576 | $25.7M | 0.03% | +9,526+2.7% | Added |
| Teacher Retirement System of Texas | 361,377 | $25.8M | 0.19% | −49,785−12.1% | Reduced |
| STRS Ohio | 362,330 | $25.9M | 0.12% | −4,408−1.2% | Reduced |
| Mariner, LLC | 366,952 | $26.2M | 0.08% | +45,089+14.0% | Added |
| Alps Advisors Inc | 368,345 | $26.3M | 0.23% | +58,088+18.7% | Added |
| US Bancorp | 377,882 | $27.0M | 0.05% | +18,404+5.1% | Added |
| AE Wealth Management LLC | 384,124 | $27.4M | 0.20% | +176,419+84.9% | Added |
| Janney Montgomery Scott LLC | 387,105 | $27.6M | 0.11% | +10,495+2.8% | Added |
| Reaves W H & Co Inc | 391,851 | $28.0M | 1.00% | −920,160−70.1% | Reduced |
| Verition Fund Management LLC | 405,623 | $29.0M | 0.56% | +151,353+59.5% | Added |
| SEI Investments Co | 406,824 | $29.1M | 0.06% | −167,824−29.2% | Reduced |
| EP Wealth Advisors, LLC | 416,205 | $29.7M | 0.54% | +416,205 | New |
| Bollard Group LLC | 423,241 | $30.2M | 1.15% | −2,206−0.5% | Reduced |
| Magellan Asset Management Ltd | 426,216 | $30.4M | 0.26% | +51,559+13.8% | Added |
| Voloridge Investment Management, LLC | 428,139 | $30.6M | 0.17% | +8,267+2.0% | Added |
| American Century Companies Inc | 447,959 | $32.0M | 0.03% | +38,808+9.5% | Added |
| Hyman Charles D | 448,699 | $32.0M | 2.19% | −668−0.1% | Reduced |
| Gabelli Funds LLC | 453,300 | $32.4M | 0.25% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 461,660 | $33.0M | 1.47% | +62,852+15.8% | Added |
| Russell Investments Group, Ltd. | 469,937 | $33.6M | 0.07% | +162,911+53.1% | Added |
| Treasurer of the State of North Carolina | 472,534 | $33.7M | 0.21% | +17,220+3.8% | Added |
| Allspring Global Investments Holdings, LLC | 473,985 | $33.8M | 0.06% | −44,031−8.5% | Reduced |
| Susquehanna International Group, LLP | 474,260 | $33.9M | 0.07% | +370,768+358.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 475,456 | $34.0M | 0.18% | +17,956+3.9% | Added |
| Donaldson Capital Management, LLC | 480,576 | $34.3M | 1.67% | −40,731−7.8% | Reduced |
| Edgar Lomax Co | 499,845 | $35.7M | 2.17% | −2,955−0.6% | Reduced |
| Cbre Clarion Securities LLC | 512,280 | $36.6M | 0.64% | +512,280 | New |
| Capital Investment Advisors, LLC | 520,031 | $37.1M | 1.12% | +509+0.1% | Added |
| Vaughan David Investments LLC | 522,493 | $37.3M | 1.11% | +5,135+1.0% | Added |
| Citadel Advisors LLC | 522,728 | $37.3M | 0.04% | −359,851−40.8% | Reduced |
| Toronto Dominion Bank | 536,569 | $38.3M | 0.06% | +34,793+6.9% | Added |
| Asset Management One Co.,Ltd. | 534,275 | $38.6M | 0.19% | −15,297−2.8% | Reduced |
| Allianz Asset Management GmbH | 541,528 | $38.7M | 0.09% | −15,314−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 563,875 | $40.3M | 0.04% | −64,981−10.3% | Reduced |
| State of Wisconsin Investment Board | 565,374 | $40.4M | 0.13% | −39,309−6.5% | Reduced |
| Voya Investment Management LLC | 573,784 | $41.0M | 0.05% | +17,875+3.2% | Added |
| Great West Life Assurance Co | 574,019 | $41.2M | 0.11% | −7,675−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 632,127 | $45.1M | 0.19% | −22,294−3.4% | Reduced |
| Capital Advisors Inc | 639,651 | $45.7M | 1.30% | +5,626+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 641,099 | $45.8M | 0.09% | +3,067+0.5% | Added |
| State of New Jersey Common Pension Fund D | 649,823 | $46.4M | 0.18% | +11,838+1.9% | Added |
| Public Employees Retirement System of Ohio | 652,929 | $46.6M | 0.20% | +18,559+2.9% | Added |
| InterOcean Capital Group, LLC | 675,693 | $48.3M | 1.77% | +15,714+2.4% | Added |
| Welch Group, LLC | 724,902 | $51.8M | 2.96% | +10,813+1.5% | Added |
| Natixis Advisors, L.P. | 757,477 | $54.1M | 0.20% | +24,630+3.4% | Added |
| Stonegate Investment Group, LLC | 759,089 | $54.2M | 2.34% | +1,423+0.2% | Added |
| Advisor Group Holdings, Inc. | 770,140 | $55.0M | 0.11% | −1,612−0.2% | Reduced |
| First Republic Investment Management, Inc. | 774,834 | $55.3M | 0.12% | −97,207−11.1% | Reduced |
| Mackenzie Financial Corp | 785,302 | $56.1M | 0.09% | −96,769−11.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 792,529 | $57.0M | 0.16% | +107,601+15.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 810,736 | $57.9M | 0.15% | +101,329+14.3% | Added |
| Mawer Investment Management Ltd. | 819,239 | $58.5M | 0.33% | +5,174+0.6% | Added |
| Clark Capital Management Group, Inc. | 862,653 | $61.6M | 0.57% | −79,143−8.4% | Reduced |
| Macquarie Group Ltd | 889,469 | $63.3M | 0.07% | −30,575−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 901,559 | $64.4M | 0.15% | −1900.0% | Reduced |
| Old Republic International Corporation | 933,000 | $66.6M | 2.09% | −36,500−3.8% | Reduced |
| Citigroup Inc | 972,050 | $69.4M | 0.10% | +126,795+15.0% | Added |
| Prudential Financial Inc | 978,386 | $69.9M | 0.12% | +55,318+6.0% | Added |
| HighTower Advisors, LLC | 979,537 | $69.9M | 0.16% | +121,106+14.1% | Added |
| BNP Paribas Arbitrage, SA | 998,958 | $71.3M | 0.18% | +463,143+86.4% | Added |
| Stifel Financial Corp | 1,002,164 | $71.6M | 0.11% | +44,467+4.6% | Added |
| Korea Investment CORP | 1,041,037 | $74.3M | 0.23% | +11,971+1.2% | Added |
| Cohen & Steers, Inc. | 1,053,554 | $75.2M | 0.17% | 00.0% | Unchanged |
| Truist Financial Corp | 1,064,017 | $76.0M | 0.13% | +43,904+4.3% | Added |
| Personal Capital Advisors Corp | 1,156,505 | $82.6M | 0.40% | +29,211+2.6% | Added |
| New York State Teachers Retirement System | 1,171,286 | $83.6M | 0.21% | +3,939+0.3% | Added |
| Zacks Investment Management | 1,177,309 | $84.1M | 1.17% | +43,735+3.9% | Added |
| State Board of Administration of Florida Retirement System | 1,217,665 | $87.0M | 0.21% | −1700.0% | Reduced |
| Alliancebernstein L.P. | 1,264,983 | $90.3M | 0.04% | +3,649+0.3% | Added |
| HSBC Holdings PLC | 1,278,736 | $91.2M | 0.11% | +432,254+51.1% | Added |
| Barclays PLC | 1,294,736 | $92.5M | 0.08% | +134,841+11.6% | Added |
| Credit Suisse AG | 1,296,737 | $92.6M | 0.10% | +92,088+7.6% | Added |
| Jennison Associates LLC | 1,321,398 | $94.4M | 0.10% | +363,868+38.0% | Added |
| Principal Financial Group Inc | 1,322,206 | $94.4M | 0.07% | −1,968−0.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,332,300 | $95.1M | 0.23% | −25,700−1.9% | Reduced |
| Energy Income Partners, LLC | 1,358,508 | $97.0M | 2.18% | +437,448+47.5% | Added |
| ClearBridge Investments Ltd | 1,404,861 | $100.3M | 3.05% | +1,404,861 | New |
| Manufacturers Life Insurance Company, The | 1,413,980 | $101.0M | 0.06% | −23,685−1.6% | Reduced |
| Balyasny Asset Management LLC | 1,439,855 | $102.8M | 0.36% | +790,748+121.8% | Added |
| Duff & Phelps Investment Management Co | 1,453,332 | $103.8M | 1.26% | +5,840+0.4% | Added |
| Marshall Wace, LLP | 1,518,590 | $108.4M | 0.28% | +635,046+71.9% | Added |
| UBS Group AG | 1,557,756 | $111.2M | 0.05% | +538,238+52.8% | Added |
| APG Asset Management N.V. | 1,592,481 | $113.7M | 0.22% | −38,264−2.3% | Reduced |
| Synovus Financial Corp | 1,677,175 | $119.8M | 1.37% | −5,387−0.3% | Reduced |
| Amundi | 1,688,434 | $120.8M | 0.07% | −389,974−18.8% | Reduced |
| LPL Financial LLC | 1,713,051 | $122.3M | 0.10% | +108,039+6.7% | Added |
| National Pension Service | 1,729,734 | $123.5M | 0.24% | +53,810+3.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,740,400 | $124.3M | 0.38% | +1,740,400 | New |
| Zimmer Partners, LP | 1,749,100 | $124.9M | 2.51% | +1,649,000+1,647.4% | Added |
| Envestnet Asset Management Inc | 1,770,713 | $126.4M | 0.07% | +110,132+6.6% | Added |
| California State Teachers Retirement System | 1,775,764 | $126.8M | 0.20% | +17,832+1.0% | Added |
| Canada Pension Plan Investment Board | 1,800,040 | $128.5M | 0.23% | −236,970−11.6% | Reduced |
| Confluence Investment Management LLC | 1,882,833 | $134.5M | 2.01% | +20,091+1.1% | Added |
| Victory Capital Management Inc | 1,890,182 | $135.0M | 0.16% | +69,252+3.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,916,405 | $136.8M | 1.16% | +280,623+17.2% | Added |
| Dimensional Fund Advisors LP | 1,928,837 | $137.7M | 0.05% | +40,709+2.2% | Added |
| New York State Common Retirement Fund | 1,939,771 | $138.5M | 0.19% | +109,157+6.0% | Added |