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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 531,942 | $37.1M | 0.09% | −42,077−7.3% | Reduced |
| Asset Management One Co.,Ltd. | 544,701 | $37.9M | 0.17% | +10,426+2.0% | Added |
| Voya Investment Management LLC | 552,290 | $38.4M | 0.04% | −21,494−3.7% | Reduced |
| Donaldson Capital Management, LLC | 555,249 | $38.6M | 1.82% | +74,673+15.5% | Added |
| Balyasny Asset Management LLC | 556,235 | $38.7M | 0.13% | −883,620−61.4% | Reduced |
| The PNC Financial Services Group, Inc. | 559,554 | $38.9M | 0.03% | −4,321−0.8% | Reduced |
| State of Wisconsin Investment Board | 577,105 | $40.2M | 0.12% | +11,731+2.1% | Added |
| Cerity Partners LLC | 215,326 | $40.6M | 0.19% | +10,049+4.9% | Added |
| Susquehanna International Group, LLP | 624,051 | $43.4M | 0.07% | +149,791+31.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 638,467 | $44.4M | 0.18% | +6,340+1.0% | Added |
| Public Employees Retirement System of Ohio | 648,228 | $45.1M | 0.19% | −4,701−0.7% | Reduced |
| Capital Advisors Inc | 648,710 | $45.1M | 1.21% | +9,059+1.4% | Added |
| State of New Jersey Common Pension Fund D | 655,281 | $45.6M | 0.16% | +5,458+0.8% | Added |
| Mackenzie Financial Corp | 662,030 | $46.1M | 0.07% | −123,272−15.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 673,405 | $46.9M | 0.09% | +32,306+5.0% | Added |
| SEI Investments Co | 680,311 | $47.3M | 0.09% | +273,487+67.2% | Added |
| InterOcean Capital Group, LLC | 690,162 | $48.0M | 1.62% | +14,469+2.1% | Added |
| Clark Capital Management Group, Inc. | 712,068 | $49.5M | 0.55% | −150,585−17.5% | Reduced |
| Welch Group, LLC | 744,722 | $51.8M | 3.01% | +19,820+2.7% | Added |
| Advisor Group Holdings, Inc. | 788,318 | $54.9M | 0.10% | +18,178+2.4% | Added |
| Natixis Advisors, L.P. | 794,316 | $55.3M | 0.19% | +36,839+4.9% | Added |
| Mawer Investment Management Ltd. | 821,307 | $57.1M | 0.31% | +2,068+0.3% | Added |
| Macquarie Group Ltd | 850,629 | $59.9M | 0.07% | −38,840−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 867,287 | $60.3M | 0.13% | −131,671−13.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 882,884 | $61.4M | 0.15% | +90,355+11.4% | Added |
| Commonwealth Equity Services, LLC | 910,185 | $63.3M | 0.14% | +8,626+1.0% | Added |
| HSBC Holdings PLC | 931,792 | $64.8M | 0.08% | −346,944−27.1% | Reduced |
| Old Republic International Corporation | 933,000 | $64.9M | 2.08% | 00.0% | Unchanged |
| Korea Investment CORP | 961,658 | $66.9M | 0.19% | −79,379−7.6% | Reduced |
| Cbre Clarion Securities LLC | 1,022,427 | $71.1M | 1.25% | +510,147+99.6% | Added |
| Stonegate Investment Group, LLC | 1,029,649 | $71.6M | 2.69% | +270,560+35.6% | Added |
| Citigroup Inc | 1,030,105 | $71.7M | 0.10% | +58,055+6.0% | Added |
| Stifel Financial Corp | 1,030,788 | $71.7M | 0.10% | +28,624+2.9% | Added |
| Prudential Financial Inc | 1,007,294 | $72.4M | 0.11% | +28,908+3.0% | Added |
| Cohen & Steers, Inc. | 1,053,554 | $73.3M | 0.16% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,061,779 | $73.8M | 0.16% | +82,242+8.4% | Added |
| Truist Financial Corp | 1,065,367 | $74.1M | 0.13% | +1,350+0.1% | Added |
| Russell Investments Group, Ltd. | 1,127,640 | $78.5M | 0.15% | +657,703+140.0% | Added |
| New York State Teachers Retirement System | 1,168,190 | $81.3M | 0.19% | −3,096−0.3% | Reduced |
| Empower Advisory Group, LLC | 1,200,539 | $82.8M | 0.37% | +1,200,539 | New |
| State Board of Administration of Florida Retirement System | 1,218,465 | $84.8M | 0.20% | +800+0.1% | Added |
| Zacks Investment Management | 1,221,864 | $85.0M | 1.14% | +44,555+3.8% | Added |
| Renaissance Technologies LLC | 1,227,500 | $85.4M | 0.11% | −1,751,450−58.8% | Reduced |
| Alliancebernstein L.P. | 1,280,283 | $89.1M | 0.04% | +15,300+1.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,286,900 | $89.5M | 0.26% | −453,500−26.1% | Reduced |
| Credit Suisse AG | 1,321,163 | $91.9M | 0.09% | +24,426+1.9% | Added |
| Principal Financial Group Inc | 1,342,041 | $93.4M | 0.07% | +19,835+1.5% | Added |
| Energy Income Partners, LLC | 1,348,339 | $93.8M | 2.08% | −10,169−0.7% | Reduced |
| Barclays PLC | 1,366,000 | $95.0M | 0.10% | +71,264+5.5% | Added |
| APG Asset Management N.V. | 1,532,245 | $98.1M | 0.21% | −60,236−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,420,008 | $98.8M | 0.06% | +6,028+0.4% | Added |
| Duff & Phelps Investment Management Co | 1,518,767 | $105.7M | 1.28% | +65,435+4.5% | Added |
| Deutsche Bank AG | 1,619,878 | $112.7M | 0.06% | −346,931−17.6% | Reduced |
| UBS Group AG | 1,650,423 | $114.8M | 0.05% | +92,667+5.9% | Added |
| Synovus Financial Corp | 1,691,069 | $117.7M | 1.33% | +13,894+0.8% | Added |
| California State Teachers Retirement System | 1,757,856 | $122.3M | 0.18% | −17,908−1.0% | Reduced |
| National Pension Service | 1,780,378 | $123.0M | 0.22% | +50,644+2.9% | Added |
| Victory Capital Management Inc | 1,772,294 | $123.3M | 0.14% | −117,888−6.2% | Reduced |
| Zimmer Partners, LP | 1,804,023 | $125.5M | 2.58% | +54,923+3.1% | Added |
| Amundi | 1,762,215 | $126.0M | 0.07% | +73,781+4.4% | Added |
| New York State Common Retirement Fund | 1,835,788 | $127.7M | 0.17% | −103,983−5.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,837,464 | $127.9M | 0.29% | +505,164+37.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,847,278 | $128.5M | 1.10% | −69,127−3.6% | Reduced |
| LPL Financial LLC | 1,871,676 | $130.2M | 0.10% | +158,625+9.3% | Added |
| Confluence Investment Management LLC | 1,883,081 | $131.0M | 1.93% | +2480.0% | Added |
| Canada Pension Plan Investment Board | 1,921,557 | $133.7M | 0.21% | +121,517+6.8% | Added |
| Bank of Montreal | 1,933,065 | $134.6M | 0.09% | −201,227−9.4% | Reduced |
| Dimensional Fund Advisors LP | 1,949,310 | $135.6M | 0.05% | +20,473+1.1% | Added |
| Envestnet Asset Management Inc | 1,951,890 | $135.8M | 0.07% | +181,177+10.2% | Added |
| Jennison Associates LLC | 2,064,731 | $143.7M | 0.13% | +743,333+56.3% | Added |
| Rhumbline Advisers | 2,115,326 | $147.2M | 0.18% | +12,575+0.6% | Added |
| Raymond James & Associates | 2,236,546 | $155.6M | 0.14% | −5670.0% | Reduced |
| Royal Bank of Canada | 2,741,871 | $190.8M | 0.06% | −673,435−19.7% | Reduced |
| First Trust Advisors LP | 2,947,842 | $205.1M | 0.24% | +330,943+12.6% | Added |
| ClearBridge Investments Ltd | 2,994,910 | $208.4M | 6.58% | +1,590,049+113.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,256,472 | $226.6M | 0.17% | −19,490−0.6% | Reduced |
| UBS Asset Management Americas Inc | 3,825,168 | $266.2M | 0.13% | −70,688−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 3,848,230 | $267.8M | 0.58% | +233,135+6.4% | Added |
| Goldman Sachs Group Inc | 4,084,712 | $284.2M | 0.08% | +292,627+7.7% | Added |
| JPMorgan Chase & Co | 4,197,329 | $292.1M | 0.04% | +756,390+22.0% | Added |
| Wells Fargo & Company | 4,247,474 | $295.5M | 0.09% | −123,841−2.8% | Reduced |
| Swiss National Bank | 4,320,500 | $300.6M | 0.21% | −102,500−2.3% | Reduced |
| Nuveen Asset Management, LLC | 4,733,868 | $329.4M | 0.12% | +271,806+6.1% | Added |
| Pictet Asset Management SA | 5,036,681 | $350.5M | 0.44% | +51,790+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,564,201 | $387.2M | 0.95% | +4,753,465+586.3% | Added |
| Ameriprise Financial Inc | 5,617,965 | $390.9M | 0.13% | +3,373,118+150.3% | Added |
| Charles Schwab Investment Management Inc | 5,873,601 | $408.7M | 0.12% | +39,237+0.7% | Added |
| Invesco Ltd. | 6,562,530 | $456.6M | 0.13% | −2,133,520−24.5% | Reduced |
| Wellington Management Group LLP | 6,572,373 | $457.3M | 0.09% | +4,067,395+162.4% | Added |
| California Public Employees Retirement System | 6,857,479 | $477.1M | 0.42% | −327,691−4.6% | Reduced |
| Federated Hermes, Inc. | 7,613,826 | $529.8M | 1.33% | +1,969,743+34.9% | Added |
| Norges Bank | 8,178,260 | $569.0M | 0.12% | +2,072,970+34.0% | Added |
| Bank of New York Mellon Corp | 8,748,398 | $608.7M | 0.13% | −265,697−2.9% | Reduced |
| Bank of America Corp | 8,796,348 | $612.0M | 0.07% | +1,291,067+17.2% | Added |
| Legal & General Group Plc | 9,014,013 | $627.2M | 0.22% | −30,754−0.3% | Reduced |
| Morgan Stanley | 9,396,347 | $653.8M | 0.07% | +205,821+2.2% | Added |
| Capital Research Global Investors | 11,026,622 | $767.2M | 0.22% | −2530.0% | Reduced |
| Northern Trust Corp | 11,266,703 | $783.9M | 0.16% | −433,608−3.7% | Reduced |
| Franklin Resources Inc | 15,428,181 | $1.07B | 0.54% | +349,353+2.3% | Added |
| Geode Capital Management, LLC | 19,363,593 | $1.34B | 0.17% | −150,810−0.8% | Reduced |