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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Vestcor Inc | 160,341 | $11.2M | 0.41% | −25,384−13.7% | Reduced |
| ProShare Advisors LLC | 163,801 | $11.4M | 0.03% | −7,362−4.3% | Reduced |
| M&T Bank Corp | 164,468 | $11.4M | 0.04% | +11,626+7.6% | Added |
| State of Alaska, Department of Revenue | 164,957 | $11.5M | 0.14% | −2,020−1.2% | Reduced |
| CCM Investment Advisers LLC | 167,327 | $11.6M | 1.65% | −18,633−10.0% | Reduced |
| Eagle Ridge Investment Management | 167,406 | $11.6M | 1.31% | +14,181+9.3% | Added |
| HB Wealth Management, LLC | 170,112 | $11.8M | 0.21% | +3,787+2.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 170,285 | $11.8M | 0.03% | −7,518−4.2% | Reduced |
| Agf Management Ltd | 173,805 | $12.1M | 0.08% | −13,321−7.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 175,038 | $12.2M | 0.06% | +10,928+6.7% | Added |
| Aptus Capital Advisors, LLC | 175,260 | $12.2M | 0.35% | −7,956−4.3% | Reduced |
| Public Employees Retirement Association of Colorado | 177,350 | $12.3M | 0.06% | −7,387−4.0% | Reduced |
| Kestra Advisory Services, LLC | 177,487 | $12.3M | 0.13% | −18,210−9.3% | Reduced |
| Martingale Asset Management L P | 183,270 | $12.8M | 0.25% | −83,656−31.3% | Reduced |
| Yousif Capital Management, LLC | 183,398 | $12.8M | 0.17% | −11,517−5.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 185,015 | $12.9M | 0.02% | +14,875+8.7% | Added |
| Cetera Investment Advisers | 190,880 | $13.3M | 0.12% | +12,388+6.9% | Added |
| Utah Retirement Systems | 193,572 | $13.5M | 0.19% | +500+0.3% | Added |
| Cetera Advisor Networks LLC | 196,197 | $13.7M | 0.10% | +25,445+14.9% | Added |
| C2C Wealth Management, LLC | 189,486 | $13.7M | 2.20% | −100−0.1% | Reduced |
| Cornerstone Capital, Inc. | 197,145 | $13.7M | 1.66% | +7,005+3.7% | Added |
| First Republic Investment Management, Inc. | 197,294 | $13.7M | 0.03% | −577,540−74.5% | Reduced |
| Schroder Investment Management Group | 200,941 | $14.0M | 0.02% | −48,003−19.3% | Reduced |
| Jane Street Group, LLC | 202,216 | $14.1M | 0.02% | +47,870+31.0% | Added |
| Nichols & Pratt Advisers LLP | 203,053 | $14.1M | 1.09% | −3,405−1.6% | Reduced |
| USS Investment Management Ltd | 203,226 | $14.1M | 0.19% | +1,706+0.8% | Added |
| DnB Asset Management AS | 203,406 | $14.2M | 0.09% | −70,373−25.7% | Reduced |
| Richard C. Young & CO., LTD. | 206,945 | $14.4M | 1.98% | +510+0.2% | Added |
| CWA Asset Management Group, LLC | 208,992 | $14.5M | 1.08% | +7,046+3.5% | Added |
| Crossmark Global Holdings, Inc. | 214,221 | $14.9M | 0.35% | −139−0.1% | Reduced |
| CIBC Asset Management Inc | 214,914 | $15.0M | 0.06% | +4,844+2.3% | Added |
| Calamos Advisors LLC | 217,130 | $15.1M | 0.08% | −27,271−11.2% | Reduced |
| Assenagon Asset Management S.A. | 217,154 | $15.1M | 0.06% | +189,354+681.1% | Added |
| Moran Wealth Management, LLC | 220,882 | $15.4M | 0.58% | +27,404+14.2% | Added |
| Wade G W & Inc | 222,914 | $15.5M | 0.60% | −74,691−25.1% | Reduced |
| Verity & Verity, LLC | 223,444 | $15.5M | 1.99% | +12,583+6.0% | Added |
| Core Alternative Capital | 225,914 | $15.7M | 2.10% | +10,038+4.6% | Added |
| Texas Permanent School Fund | 226,969 | $15.8M | 0.16% | +72,290+46.7% | Added |
| Guggenheim Capital LLC | 229,916 | $16.0M | 0.14% | −38,372−14.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 231,580 | $16.1M | 0.05% | +624+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 232,898 | $16.2M | 1.47% | −1,294−0.6% | Reduced |
| AQR Capital Management LLC | 236,096 | $16.3M | 0.04% | −78,962−25.1% | Reduced |
| Davidson Investment Advisors | 237,031 | $16.5M | 1.08% | +3,310+1.4% | Added |
| IFM Investors Pty Ltd | 240,386 | $16.7M | 0.25% | +6,711+2.9% | Added |
| Financial Counselors Inc | 242,212 | $16.9M | 0.36% | +897+0.4% | Added |
| Public Sector Pension Investment Board | 242,290 | $16.9M | 0.13% | +18,296+8.2% | Added |
| Verition Fund Management LLC | 246,619 | $17.2M | 0.27% | −159,004−39.2% | Reduced |
| Cahaba Wealth Management, Inc. | 247,163 | $17.2M | 1.97% | +12,757+5.4% | Added |
| Brinker Capital Investments, LLC | 258,771 | $18.0M | 0.23% | +145,291+128.0% | Added |
| Orion Portfolio Solutions, LLC | 258,771 | $18.0M | 0.23% | +153,314+145.4% | Added |
| Captrust Financial Advisors | 267,949 | $18.6M | 0.08% | +20,016+8.1% | Added |
| Janus Henderson Group PLC | 269,445 | $18.7M | 0.01% | +47,443+21.4% | Added |
| Standard Life Aberdeen plc | 271,081 | $18.9M | 0.05% | +684+0.3% | Added |
| Creative Planning | 271,669 | $18.9M | 0.03% | +4,341+1.6% | Added |
| Teacher Retirement System of Texas | 271,819 | $18.9M | 0.13% | −89,558−24.8% | Reduced |
| Regions Financial Corp | 275,039 | $19.1M | 0.17% | +8,421+3.2% | Added |
| MetLife Investment Management | 280,937 | $19.5M | 0.14% | −3,367−1.2% | Reduced |
| Forsta Ap-Fonden | 284,200 | $19.8M | 0.23% | +29,700+11.7% | Added |
| American International Group, Inc. | 284,555 | $19.8M | 0.13% | +1,061+0.4% | Added |
| State of Tennessee, Treasury Department | 285,539 | $19.9M | 0.09% | +12,567+4.6% | Added |
| Amalgamated Bank | 287,650 | $20.0M | 0.17% | +3,836+1.4% | Added |
| Swiss Life Asset Management Ltd | 288,822 | $20.1M | 0.30% | +40,316+16.2% | Added |
| First Horizon Advisors, Inc. | 288,857 | $20.1M | 0.72% | +12,203+4.4% | Added |
| CI Private Wealth, LLC | 294,462 | $20.5M | 0.06% | +89,356+43.6% | Added |
| Nomura Asset Management Co Ltd | 295,610 | $20.6M | 0.11% | +19,138+6.9% | Added |
| Arizona State Retirement System | 297,254 | $20.7M | 0.19% | +738+0.2% | Added |
| State of Michigan Retirement System | 298,923 | $20.8M | 0.14% | +3,000+1.0% | Added |
| Norris Perne & French LLP | 307,560 | $21.4M | 1.96% | +95,083+44.7% | Added |
| Mn Services Vermogensbeheer B.V. | 311,200 | $21.7M | 0.22% | +16,400+5.6% | Added |
| Illinois Municipal Retirement Fund | 311,225 | $21.7M | 0.46% | +203,856+189.9% | Added |
| Crawford Investment Counsel Inc | 313,987 | $21.8M | 0.47% | +287,357+1,079.1% | Added |
| Retirement Systems of Alabama | 321,782 | $22.4M | 0.10% | −26,987−7.7% | Reduced |
| Baird Financial Group, Inc. | 324,773 | $22.6M | 0.06% | −3,441−1.0% | Reduced |
| MML Investors Services, LLC | 329,373 | $22.9M | 0.16% | −3,716−1.1% | Reduced |
| Mariner, LLC | 348,284 | $24.2M | 0.07% | −18,668−5.1% | Reduced |
| United Capital Financial Advisers, LLC | 353,660 | $24.6M | 0.14% | −2,102−0.6% | Reduced |
| American Century Companies Inc | 355,444 | $24.7M | 0.02% | −92,515−20.7% | Reduced |
| Hennessy Advisors Inc | 357,000 | $24.8M | 1.83% | +2,700+0.8% | Added |
| STRS Ohio | 358,688 | $25.0M | 0.11% | −3,642−1.0% | Reduced |
| GW Henssler & Associates Ltd | 361,194 | $25.1M | 1.67% | +4,674+1.3% | Added |
| TD Asset Management Inc | 364,909 | $25.4M | 0.03% | +4,333+1.2% | Added |
| Alps Advisors Inc | 381,095 | $26.5M | 0.23% | +12,750+3.5% | Added |
| US Bancorp | 382,714 | $26.6M | 0.04% | +4,832+1.3% | Added |
| Van Eck Associates Corp | 384,478 | $26.8M | 0.06% | +35,445+10.2% | Added |
| Janney Montgomery Scott LLC | 394,167 | $27.4M | 0.11% | +7,062+1.8% | Added |
| Liberty One Investment Management, LLC | 394,184 | $27.4M | 3.74% | +34,327+9.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 399,317 | $27.8M | 0.14% | −76,139−16.0% | Reduced |
| AE Wealth Management LLC | 401,593 | $27.9M | 0.18% | +17,469+4.5% | Added |
| Bollard Group LLC | 427,418 | $29.7M | 1.07% | +4,177+1.0% | Added |
| Magellan Asset Management Ltd | 428,650 | $29.8M | 0.25% | +2,434+0.6% | Added |
| Hyman Charles D | 447,302 | $31.1M | 2.08% | −1,397−0.3% | Reduced |
| Edgar Lomax Co | 450,075 | $31.3M | 2.01% | −49,770−10.0% | Reduced |
| Gabelli Funds LLC | 457,500 | $31.8M | 0.24% | +4,200+0.9% | Added |
| Money Concepts Capital Corp | 456,277 | $31.9M | 1.78% | −5,383−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 469,051 | $32.6M | 0.05% | −4,934−1.0% | Reduced |
| Treasurer of the State of North Carolina | 475,914 | $33.1M | 0.19% | +3,380+0.7% | Added |
| Allianz Asset Management GmbH | 517,389 | $36.0M | 0.08% | −24,139−4.5% | Reduced |
| Capital Investment Advisors, LLC | 524,019 | $36.5M | 1.07% | +3,988+0.8% | Added |
| Vaughan David Investments LLC | 524,529 | $36.5M | 1.10% | +2,036+0.4% | Added |
| Toronto Dominion Bank | 525,257 | $36.5M | 0.06% | −11,312−2.1% | Reduced |