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, Q1 2023
Institutional positions in Southern Co as of Mar 31, 2023. 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
- 1,706
- +9 vs. Q4 2022
- Shares held
- 701.2M
- +15.2M (+2.2%) vs. Q4 2022
- Total value
- $48.8B
- −$150.3M (−0.3%) vs. Q4 2022
- New holders
- 111
- 775 more added
- Sold out
- 102
- 543 more reduced
40 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 98,973,933 | $6.89B | 0.18% | +1,059,708+1.1% | Added |
| BlackRock Inc. | 78,993,895 | $5.50B | 0.16% | −1,967,814−2.4% | Reduced |
| State Street Corp | 63,329,188 | $4.41B | 0.25% | −1,852,216−2.8% | Reduced |
| Price T Rowe Associates Inc | 61,472,651 | $4.28B | 0.64% | +1,283,943+2.1% | Added |
| FMR LLC | 34,719,486 | $2.42B | 0.22% | +2,906,914+9.1% | Added |
| Massachusetts Financial Services Co | 27,376,517 | $1.90B | 0.65% | +817,899+3.1% | Added |
| Geode Capital Management, LLC | 19,363,593 | $1.34B | 0.17% | −150,810−0.8% | Reduced |
| Franklin Resources Inc | 15,428,181 | $1.07B | 0.54% | +349,353+2.3% | Added |
| Northern Trust Corp | 11,266,703 | $783.9M | 0.16% | −433,608−3.7% | Reduced |
| Capital Research Global Investors | 11,026,622 | $767.2M | 0.22% | −2530.0% | Reduced |
| Morgan Stanley | 9,396,347 | $653.8M | 0.07% | +205,821+2.2% | Added |
| Legal & General Group Plc | 9,014,013 | $627.2M | 0.22% | −30,754−0.3% | Reduced |
| Bank of America Corp | 8,796,348 | $612.0M | 0.07% | +1,291,067+17.2% | Added |
| Bank of New York Mellon Corp | 8,748,398 | $608.7M | 0.13% | −265,697−2.9% | Reduced |
| Norges Bank | 8,178,260 | $569.0M | 0.12% | +2,072,970+34.0% | Added |
| Federated Hermes, Inc. | 7,613,826 | $529.8M | 1.33% | +1,969,743+34.9% | Added |
| California Public Employees Retirement System | 6,857,479 | $477.1M | 0.42% | −327,691−4.6% | Reduced |
| Wellington Management Group LLP | 6,572,373 | $457.3M | 0.09% | +4,067,395+162.4% | Added |
| Invesco Ltd. | 6,562,530 | $456.6M | 0.13% | −2,133,520−24.5% | Reduced |
| Charles Schwab Investment Management Inc | 5,873,601 | $408.7M | 0.12% | +39,237+0.7% | Added |
| Ameriprise Financial Inc | 5,617,965 | $390.9M | 0.13% | +3,373,118+150.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,564,201 | $387.2M | 0.95% | +4,753,465+586.3% | Added |
| Pictet Asset Management SA | 5,036,681 | $350.5M | 0.44% | +51,790+1.0% | Added |
| Nuveen Asset Management, LLC | 4,733,868 | $329.4M | 0.12% | +271,806+6.1% | Added |
| Swiss National Bank | 4,320,500 | $300.6M | 0.21% | −102,500−2.3% | Reduced |
| Wells Fargo & Company | 4,247,474 | $295.5M | 0.09% | −123,841−2.8% | Reduced |
| JPMorgan Chase & Co | 4,197,329 | $292.1M | 0.04% | +756,390+22.0% | Added |
| Goldman Sachs Group Inc | 4,084,712 | $284.2M | 0.08% | +292,627+7.7% | Added |
| Ensign Peak Advisors, Inc | 3,848,230 | $267.8M | 0.58% | +233,135+6.4% | Added |
| UBS Asset Management Americas Inc | 3,825,168 | $266.2M | 0.13% | −70,688−1.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,256,472 | $226.6M | 0.17% | −19,490−0.6% | Reduced |
| ClearBridge Investments Ltd | 2,994,910 | $208.4M | 6.58% | +1,590,049+113.2% | Added |
| First Trust Advisors LP | 2,947,842 | $205.1M | 0.24% | +330,943+12.6% | Added |
| Royal Bank of Canada | 2,741,871 | $190.8M | 0.06% | −673,435−19.7% | Reduced |
| Raymond James & Associates | 2,236,546 | $155.6M | 0.14% | −5670.0% | Reduced |
| Rhumbline Advisers | 2,115,326 | $147.2M | 0.18% | +12,575+0.6% | Added |
| Jennison Associates LLC | 2,064,731 | $143.7M | 0.13% | +743,333+56.3% | Added |
| Envestnet Asset Management Inc | 1,951,890 | $135.8M | 0.07% | +181,177+10.2% | Added |
| Dimensional Fund Advisors LP | 1,949,310 | $135.6M | 0.05% | +20,473+1.1% | Added |
| Bank of Montreal | 1,933,065 | $134.6M | 0.09% | −201,227−9.4% | Reduced |
| Canada Pension Plan Investment Board | 1,921,557 | $133.7M | 0.21% | +121,517+6.8% | Added |
| Confluence Investment Management LLC | 1,883,081 | $131.0M | 1.93% | +2480.0% | Added |
| LPL Financial LLC | 1,871,676 | $130.2M | 0.10% | +158,625+9.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,847,278 | $128.5M | 1.10% | −69,127−3.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,837,464 | $127.9M | 0.29% | +505,164+37.9% | Added |
| New York State Common Retirement Fund | 1,835,788 | $127.7M | 0.17% | −103,983−5.4% | Reduced |
| Amundi | 1,762,215 | $126.0M | 0.07% | +73,781+4.4% | Added |
| Zimmer Partners, LP | 1,804,023 | $125.5M | 2.58% | +54,923+3.1% | Added |
| Victory Capital Management Inc | 1,772,294 | $123.3M | 0.14% | −117,888−6.2% | Reduced |
| National Pension Service | 1,780,378 | $123.0M | 0.22% | +50,644+2.9% | Added |
| California State Teachers Retirement System | 1,757,856 | $122.3M | 0.18% | −17,908−1.0% | Reduced |
| Synovus Financial Corp | 1,691,069 | $117.7M | 1.33% | +13,894+0.8% | Added |
| UBS Group AG | 1,650,423 | $114.8M | 0.05% | +92,667+5.9% | Added |
| Deutsche Bank AG | 1,619,878 | $112.7M | 0.06% | −346,931−17.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,518,767 | $105.7M | 1.28% | +65,435+4.5% | Added |
| Manufacturers Life Insurance Company, The | 1,420,008 | $98.8M | 0.06% | +6,028+0.4% | Added |
| APG Asset Management N.V. | 1,532,245 | $98.1M | 0.21% | −60,236−3.8% | Reduced |
| Barclays PLC | 1,366,000 | $95.0M | 0.10% | +71,264+5.5% | Added |
| Energy Income Partners, LLC | 1,348,339 | $93.8M | 2.08% | −10,169−0.7% | Reduced |
| Principal Financial Group Inc | 1,342,041 | $93.4M | 0.07% | +19,835+1.5% | Added |
| Credit Suisse AG | 1,321,163 | $91.9M | 0.09% | +24,426+1.9% | Added |
| Caisse de Depot Et Placement du Quebec | 1,286,900 | $89.5M | 0.26% | −453,500−26.1% | Reduced |
| Alliancebernstein L.P. | 1,280,283 | $89.1M | 0.04% | +15,300+1.2% | Added |
| Renaissance Technologies LLC | 1,227,500 | $85.4M | 0.11% | −1,751,450−58.8% | Reduced |
| Zacks Investment Management | 1,221,864 | $85.0M | 1.14% | +44,555+3.8% | Added |
| State Board of Administration of Florida Retirement System | 1,218,465 | $84.8M | 0.20% | +800+0.1% | Added |
| Empower Advisory Group, LLC | 1,200,539 | $82.8M | 0.37% | +1,200,539 | New |
| New York State Teachers Retirement System | 1,168,190 | $81.3M | 0.19% | −3,096−0.3% | Reduced |
| Russell Investments Group, Ltd. | 1,127,640 | $78.5M | 0.15% | +657,703+140.0% | Added |
| Truist Financial Corp | 1,065,367 | $74.1M | 0.13% | +1,350+0.1% | Added |
| HighTower Advisors, LLC | 1,061,779 | $73.8M | 0.16% | +82,242+8.4% | Added |
| Cohen & Steers, Inc. | 1,053,554 | $73.3M | 0.16% | 00.0% | Unchanged |
| Prudential Financial Inc | 1,007,294 | $72.4M | 0.11% | +28,908+3.0% | Added |
| Stifel Financial Corp | 1,030,788 | $71.7M | 0.10% | +28,624+2.9% | Added |
| Citigroup Inc | 1,030,105 | $71.7M | 0.10% | +58,055+6.0% | Added |
| Stonegate Investment Group, LLC | 1,029,649 | $71.6M | 2.69% | +270,560+35.6% | Added |
| Cbre Clarion Securities LLC | 1,022,427 | $71.1M | 1.25% | +510,147+99.6% | Added |
| Korea Investment CORP | 961,658 | $66.9M | 0.19% | −79,379−7.6% | Reduced |
| Old Republic International Corporation | 933,000 | $64.9M | 2.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 931,792 | $64.8M | 0.08% | −346,944−27.1% | Reduced |
| Commonwealth Equity Services, LLC | 910,185 | $63.3M | 0.14% | +8,626+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 882,884 | $61.4M | 0.15% | +90,355+11.4% | Added |
| BNP Paribas Arbitrage, SA | 867,287 | $60.3M | 0.13% | −131,671−13.2% | Reduced |
| Macquarie Group Ltd | 850,629 | $59.9M | 0.07% | −38,840−4.4% | Reduced |
| Mawer Investment Management Ltd. | 821,307 | $57.1M | 0.31% | +2,068+0.3% | Added |
| Natixis Advisors, L.P. | 794,316 | $55.3M | 0.19% | +36,839+4.9% | Added |
| Advisor Group Holdings, Inc. | 788,318 | $54.9M | 0.10% | +18,178+2.4% | Added |
| Welch Group, LLC | 744,722 | $51.8M | 3.01% | +19,820+2.7% | Added |
| Clark Capital Management Group, Inc. | 712,068 | $49.5M | 0.55% | −150,585−17.5% | Reduced |
| InterOcean Capital Group, LLC | 690,162 | $48.0M | 1.62% | +14,469+2.1% | Added |
| SEI Investments Co | 680,311 | $47.3M | 0.09% | +273,487+67.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 673,405 | $46.9M | 0.09% | +32,306+5.0% | Added |
| Mackenzie Financial Corp | 662,030 | $46.1M | 0.07% | −123,272−15.7% | Reduced |
| State of New Jersey Common Pension Fund D | 655,281 | $45.6M | 0.16% | +5,458+0.8% | Added |
| Capital Advisors Inc | 648,710 | $45.1M | 1.21% | +9,059+1.4% | Added |
| Public Employees Retirement System of Ohio | 648,228 | $45.1M | 0.19% | −4,701−0.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 638,467 | $44.4M | 0.18% | +6,340+1.0% | Added |
| Susquehanna International Group, LLP | 624,051 | $43.4M | 0.07% | +149,791+31.6% | Added |
| Cerity Partners LLC | 215,326 | $40.6M | 0.19% | +10,049+4.9% | Added |
| State of Wisconsin Investment Board | 577,105 | $40.2M | 0.12% | +11,731+2.1% | Added |