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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 563,875 | $40.3M | 0.04% | −64,981−10.3% | Reduced |
| Allianz Asset Management GmbH | 541,528 | $38.7M | 0.09% | −15,314−2.8% | Reduced |
| Asset Management One Co.,Ltd. | 534,275 | $38.6M | 0.19% | −15,297−2.8% | Reduced |
| Toronto Dominion Bank | 536,569 | $38.3M | 0.06% | +34,793+6.9% | Added |
| Citadel Advisors LLC | 522,728 | $37.3M | 0.04% | −359,851−40.8% | Reduced |
| Vaughan David Investments LLC | 522,493 | $37.3M | 1.11% | +5,135+1.0% | Added |
| Capital Investment Advisors, LLC | 520,031 | $37.1M | 1.12% | +509+0.1% | Added |
| Cbre Clarion Securities LLC | 512,280 | $36.6M | 0.64% | +512,280 | New |
| Edgar Lomax Co | 499,845 | $35.7M | 2.17% | −2,955−0.6% | Reduced |
| Donaldson Capital Management, LLC | 480,576 | $34.3M | 1.67% | −40,731−7.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 475,456 | $34.0M | 0.18% | +17,956+3.9% | Added |
| Susquehanna International Group, LLP | 474,260 | $33.9M | 0.07% | +370,768+358.3% | Added |
| Allspring Global Investments Holdings, LLC | 473,985 | $33.8M | 0.06% | −44,031−8.5% | Reduced |
| Treasurer of the State of North Carolina | 472,534 | $33.7M | 0.21% | +17,220+3.8% | Added |
| Russell Investments Group, Ltd. | 469,937 | $33.6M | 0.07% | +162,911+53.1% | Added |
| Money Concepts Capital Corp | 461,660 | $33.0M | 1.47% | +62,852+15.8% | Added |
| Gabelli Funds LLC | 453,300 | $32.4M | 0.25% | 00.0% | Unchanged |
| Hyman Charles D | 448,699 | $32.0M | 2.19% | −668−0.1% | Reduced |
| American Century Companies Inc | 447,959 | $32.0M | 0.03% | +38,808+9.5% | Added |
| Voloridge Investment Management, LLC | 428,139 | $30.6M | 0.17% | +8,267+2.0% | Added |
| Magellan Asset Management Ltd | 426,216 | $30.4M | 0.26% | +51,559+13.8% | Added |
| Bollard Group LLC | 423,241 | $30.2M | 1.15% | −2,206−0.5% | Reduced |
| EP Wealth Advisors, LLC | 416,205 | $29.7M | 0.54% | +416,205 | New |
| SEI Investments Co | 406,824 | $29.1M | 0.06% | −167,824−29.2% | Reduced |
| Verition Fund Management LLC | 405,623 | $29.0M | 0.56% | +151,353+59.5% | Added |
| Reaves W H & Co Inc | 391,851 | $28.0M | 1.00% | −920,160−70.1% | Reduced |
| Janney Montgomery Scott LLC | 387,105 | $27.6M | 0.11% | +10,495+2.8% | Added |
| AE Wealth Management LLC | 384,124 | $27.4M | 0.20% | +176,419+84.9% | Added |
| US Bancorp | 377,882 | $27.0M | 0.05% | +18,404+5.1% | Added |
| Alps Advisors Inc | 368,345 | $26.3M | 0.23% | +58,088+18.7% | Added |
| Mariner, LLC | 366,952 | $26.2M | 0.08% | +45,089+14.0% | Added |
| STRS Ohio | 362,330 | $25.9M | 0.12% | −4,408−1.2% | Reduced |
| Teacher Retirement System of Texas | 361,377 | $25.8M | 0.19% | −49,785−12.1% | Reduced |
| TD Asset Management Inc | 360,576 | $25.7M | 0.03% | +9,526+2.7% | Added |
| Bridgewater Associates, LP | 360,431 | $25.7M | 0.14% | +145,762+67.9% | Added |
| Liberty One Investment Management, LLC | 359,857 | $25.7M | 3.69% | +21,253+6.3% | Added |
| GW Henssler & Associates Ltd | 356,520 | $25.5M | 1.79% | +4,892+1.4% | Added |
| United Capital Financial Advisers, LLC | 355,762 | $25.4M | 0.14% | −4,924−1.4% | Reduced |
| Hennessy Advisors Inc | 354,300 | $25.3M | 1.66% | −12,900−3.5% | Reduced |
| Van Eck Associates Corp | 349,033 | $24.9M | 0.06% | +90,198+34.8% | Added |
| Retirement Systems of Alabama | 348,769 | $24.9M | 0.11% | −4,305−1.2% | Reduced |
| Teilinger Capital Ltd. | 348,700 | $24.9M | 8.64% | +348,700 | New |
| Man Group plc | 340,841 | $24.3M | 0.09% | −23,773−6.5% | Reduced |
| MML Investors Services, LLC | 333,089 | $23.8M | 0.16% | +16,110+5.1% | Added |
| Baird Financial Group, Inc. | 328,214 | $23.4M | 0.06% | +16,498+5.3% | Added |
| AQR Capital Management LLC | 315,058 | $22.5M | 0.05% | −66,251−17.4% | Reduced |
| Wade G W & Inc | 297,605 | $21.3M | 0.87% | +4,697+1.6% | Added |
| Arizona State Retirement System | 296,516 | $21.2M | 0.20% | +7,694+2.7% | Added |
| State of Michigan Retirement System | 295,923 | $21.1M | 0.15% | +8,200+2.8% | Added |
| Mn Services Vermogensbeheer B.V. | 294,800 | $21.1M | 0.24% | −42,600−12.6% | Reduced |
| ING Groep NV | 286,844 | $20.5M | 0.21% | +171,796+149.3% | Added |
| MetLife Investment Management | 284,304 | $20.3M | 0.15% | +2,171+0.8% | Added |
| Amalgamated Bank | 283,814 | $20.3M | 0.18% | +1,852+0.7% | Added |
| American International Group, Inc. | 283,494 | $20.2M | 0.14% | +5,138+1.8% | Added |
| First Horizon Advisors, Inc. | 276,654 | $19.8M | 0.73% | +5,653+2.1% | Added |
| Nomura Asset Management Co Ltd | 276,472 | $19.7M | 0.11% | +22,443+8.8% | Added |
| DnB Asset Management AS | 273,779 | $19.6M | 0.14% | +16,630+6.5% | Added |
| State of Tennessee, Treasury Department | 272,972 | $19.5M | 0.09% | −50,479−15.6% | Reduced |
| Standard Life Aberdeen plc | 270,397 | $19.3M | 0.05% | +12,371+4.8% | Added |
| Guggenheim Capital LLC | 268,288 | $19.2M | 0.17% | −33,072−11.0% | Reduced |
| Creative Planning | 267,328 | $19.1M | 0.03% | +5,751+2.2% | Added |
| Martingale Asset Management L P | 266,926 | $19.1M | 0.37% | −9,811−3.5% | Reduced |
| Regions Financial Corp | 266,618 | $19.0M | 0.18% | −1,631−0.6% | Reduced |
| Forsta Ap-Fonden | 254,500 | $18.2M | 0.21% | −613,900−70.7% | Reduced |
| Schroder Investment Management Group | 248,944 | $17.8M | 0.03% | +96,413+63.2% | Added |
| Swiss Life Asset Management Ltd | 248,506 | $17.8M | 0.30% | −7,636−3.0% | Reduced |
| Captrust Financial Advisors | 247,933 | $17.7M | 0.09% | +4,181+1.7% | Added |
| Calamos Advisors LLC | 244,401 | $17.5M | 0.08% | −43,136−15.0% | Reduced |
| Financial Counselors Inc | 241,315 | $17.2M | 0.39% | +750.0% | Added |
| Cahaba Wealth Management, Inc. | 234,406 | $16.7M | 2.08% | +361+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 234,192 | $16.7M | 1.41% | 00.0% | Unchanged |
| Davidson Investment Advisors | 233,721 | $16.7M | 1.30% | −2,351−1.0% | Reduced |
| IFM Investors Pty Ltd | 233,675 | $16.7M | 0.28% | −74,351−24.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 230,956 | $16.5M | 0.05% | +2,814+1.2% | Added |
| Public Sector Pension Investment Board | 223,994 | $16.0M | 0.13% | +34,048+17.9% | Added |
| Janus Henderson Group PLC | 222,002 | $15.9M | 0.01% | +16,925+8.3% | Added |
| Core Alternative Capital | 215,876 | $15.4M | 1.96% | −8,501−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 214,360 | $15.3M | 0.38% | +138,512+182.6% | Added |
| Norris Perne & French LLP | 212,477 | $15.2M | 1.50% | +4,461+2.1% | Added |
| Verity & Verity, LLC | 210,861 | $15.1M | 1.97% | +6,969+3.4% | Added |
| CIBC Asset Management Inc | 210,070 | $15.0M | 0.06% | +13,546+6.9% | Added |
| Cerity Partners LLC | 205,277 | $14.9M | 0.10% | +170,282+486.6% | Added |
| Nichols & Pratt Advisers LLP | 206,458 | $14.7M | 1.19% | +882+0.4% | Added |
| Richard C. Young & CO., LTD. | 206,435 | $14.7M | 1.96% | −1,199−0.6% | Reduced |
| Railway Pension Investments Ltd | 206,100 | $14.7M | 0.15% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 205,106 | $14.6M | 0.05% | +205,106 | New |
| CWA Asset Management Group, LLC | 201,946 | $14.4M | 1.17% | −44,003−17.9% | Reduced |
| USS Investment Management Ltd | 201,520 | $14.4M | 0.21% | −45,600−18.5% | Reduced |
| Kestra Advisory Services, LLC | 195,697 | $14.0M | 0.12% | −1,221−0.6% | Reduced |
| Yousif Capital Management, LLC | 194,915 | $13.9M | 0.18% | +7,536+4.0% | Added |
| Comerica Bank | 198,131 | $13.9M | 0.11% | +336+0.2% | Added |
| Moran Wealth Management, LLC | 193,478 | $13.8M | 0.52% | +193,478 | New |
| Utah Retirement Systems | 193,072 | $13.8M | 0.22% | +2,800+1.5% | Added |
| Cornerstone Capital, Inc. | 190,140 | $13.6M | 1.74% | +1,010+0.5% | Added |
| Alberta Investment Management Corp | 187,219 | $13.4M | 0.12% | −8,900−4.5% | Reduced |
| Agf Management Ltd | 187,126 | $13.4M | 0.10% | +187,126 | New |
| Pacer Advisors, Inc. | 186,910 | $13.3M | 0.07% | +176,974+1,781.1% | Added |
| Gulf International Bank (UK) Ltd | 186,548 | $13.3M | 0.23% | +15,000+8.7% | Added |
| CCM Investment Advisers LLC | 185,960 | $13.3M | 2.11% | −22,900−11.0% | Reduced |
| Vestcor Inc | 185,725 | $13.3M | 0.49% | +72,083+63.4% | Added |