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 5 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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 559,554 | $38.9M | 0.03% | −4,321−0.8% | Reduced |
| Balyasny Asset Management LLC | 556,235 | $38.7M | 0.13% | −883,620−61.4% | Reduced |
| Donaldson Capital Management, LLC | 555,249 | $38.6M | 1.82% | +74,673+15.5% | Added |
| Voya Investment Management LLC | 552,290 | $38.4M | 0.04% | −21,494−3.7% | Reduced |
| Asset Management One Co.,Ltd. | 544,701 | $37.9M | 0.17% | +10,426+2.0% | Added |
| Great West Life Assurance Co | 531,942 | $37.1M | 0.09% | −42,077−7.3% | Reduced |
| Toronto Dominion Bank | 525,257 | $36.5M | 0.06% | −11,312−2.1% | Reduced |
| Vaughan David Investments LLC | 524,529 | $36.5M | 1.10% | +2,036+0.4% | Added |
| Capital Investment Advisors, LLC | 524,019 | $36.5M | 1.07% | +3,988+0.8% | Added |
| Allianz Asset Management GmbH | 517,389 | $36.0M | 0.08% | −24,139−4.5% | Reduced |
| Treasurer of the State of North Carolina | 475,914 | $33.1M | 0.19% | +3,380+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 469,051 | $32.6M | 0.05% | −4,934−1.0% | Reduced |
| Money Concepts Capital Corp | 456,277 | $31.9M | 1.78% | −5,383−1.2% | Reduced |
| Gabelli Funds LLC | 457,500 | $31.8M | 0.24% | +4,200+0.9% | Added |
| Edgar Lomax Co | 450,075 | $31.3M | 2.01% | −49,770−10.0% | Reduced |
| Hyman Charles D | 447,302 | $31.1M | 2.08% | −1,397−0.3% | Reduced |
| Magellan Asset Management Ltd | 428,650 | $29.8M | 0.25% | +2,434+0.6% | Added |
| Bollard Group LLC | 427,418 | $29.7M | 1.07% | +4,177+1.0% | Added |
| AE Wealth Management LLC | 401,593 | $27.9M | 0.18% | +17,469+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 399,317 | $27.8M | 0.14% | −76,139−16.0% | Reduced |
| Liberty One Investment Management, LLC | 394,184 | $27.4M | 3.74% | +34,327+9.5% | Added |
| Janney Montgomery Scott LLC | 394,167 | $27.4M | 0.11% | +7,062+1.8% | Added |
| Van Eck Associates Corp | 384,478 | $26.8M | 0.06% | +35,445+10.2% | Added |
| US Bancorp | 382,714 | $26.6M | 0.04% | +4,832+1.3% | Added |
| Alps Advisors Inc | 381,095 | $26.5M | 0.23% | +12,750+3.5% | Added |
| TD Asset Management Inc | 364,909 | $25.4M | 0.03% | +4,333+1.2% | Added |
| GW Henssler & Associates Ltd | 361,194 | $25.1M | 1.67% | +4,674+1.3% | Added |
| STRS Ohio | 358,688 | $25.0M | 0.11% | −3,642−1.0% | Reduced |
| Hennessy Advisors Inc | 357,000 | $24.8M | 1.83% | +2,700+0.8% | Added |
| American Century Companies Inc | 355,444 | $24.7M | 0.02% | −92,515−20.7% | Reduced |
| United Capital Financial Advisers, LLC | 353,660 | $24.6M | 0.14% | −2,102−0.6% | Reduced |
| Mariner, LLC | 348,284 | $24.2M | 0.07% | −18,668−5.1% | Reduced |
| MML Investors Services, LLC | 329,373 | $22.9M | 0.16% | −3,716−1.1% | Reduced |
| Baird Financial Group, Inc. | 324,773 | $22.6M | 0.06% | −3,441−1.0% | Reduced |
| Retirement Systems of Alabama | 321,782 | $22.4M | 0.10% | −26,987−7.7% | Reduced |
| Crawford Investment Counsel Inc | 313,987 | $21.8M | 0.47% | +287,357+1,079.1% | Added |
| Illinois Municipal Retirement Fund | 311,225 | $21.7M | 0.46% | +203,856+189.9% | Added |
| Mn Services Vermogensbeheer B.V. | 311,200 | $21.7M | 0.22% | +16,400+5.6% | Added |
| Norris Perne & French LLP | 307,560 | $21.4M | 1.96% | +95,083+44.7% | Added |
| State of Michigan Retirement System | 298,923 | $20.8M | 0.14% | +3,000+1.0% | Added |
| Arizona State Retirement System | 297,254 | $20.7M | 0.19% | +738+0.2% | Added |
| Nomura Asset Management Co Ltd | 295,610 | $20.6M | 0.11% | +19,138+6.9% | Added |
| CI Private Wealth, LLC | 294,462 | $20.5M | 0.06% | +89,356+43.6% | Added |
| First Horizon Advisors, Inc. | 288,857 | $20.1M | 0.72% | +12,203+4.4% | Added |
| Swiss Life Asset Management Ltd | 288,822 | $20.1M | 0.30% | +40,316+16.2% | Added |
| Amalgamated Bank | 287,650 | $20.0M | 0.17% | +3,836+1.4% | Added |
| State of Tennessee, Treasury Department | 285,539 | $19.9M | 0.09% | +12,567+4.6% | Added |
| American International Group, Inc. | 284,555 | $19.8M | 0.13% | +1,061+0.4% | Added |
| Forsta Ap-Fonden | 284,200 | $19.8M | 0.23% | +29,700+11.7% | Added |
| MetLife Investment Management | 280,937 | $19.5M | 0.14% | −3,367−1.2% | Reduced |
| Regions Financial Corp | 275,039 | $19.1M | 0.17% | +8,421+3.2% | Added |
| Teacher Retirement System of Texas | 271,819 | $18.9M | 0.13% | −89,558−24.8% | Reduced |
| Creative Planning | 271,669 | $18.9M | 0.03% | +4,341+1.6% | Added |
| Standard Life Aberdeen plc | 271,081 | $18.9M | 0.05% | +684+0.3% | Added |
| Janus Henderson Group PLC | 269,445 | $18.7M | 0.01% | +47,443+21.4% | Added |
| Captrust Financial Advisors | 267,949 | $18.6M | 0.08% | +20,016+8.1% | 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 |
| Cahaba Wealth Management, Inc. | 247,163 | $17.2M | 1.97% | +12,757+5.4% | Added |
| Verition Fund Management LLC | 246,619 | $17.2M | 0.27% | −159,004−39.2% | Reduced |
| Public Sector Pension Investment Board | 242,290 | $16.9M | 0.13% | +18,296+8.2% | Added |
| Financial Counselors Inc | 242,212 | $16.9M | 0.36% | +897+0.4% | Added |
| IFM Investors Pty Ltd | 240,386 | $16.7M | 0.25% | +6,711+2.9% | Added |
| Davidson Investment Advisors | 237,031 | $16.5M | 1.08% | +3,310+1.4% | Added |
| AQR Capital Management LLC | 236,096 | $16.3M | 0.04% | −78,962−25.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 232,898 | $16.2M | 1.47% | −1,294−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 231,580 | $16.1M | 0.05% | +624+0.3% | Added |
| Guggenheim Capital LLC | 229,916 | $16.0M | 0.14% | −38,372−14.3% | Reduced |
| Texas Permanent School Fund | 226,969 | $15.8M | 0.16% | +72,290+46.7% | Added |
| Core Alternative Capital | 225,914 | $15.7M | 2.10% | +10,038+4.6% | Added |
| Verity & Verity, LLC | 223,444 | $15.5M | 1.99% | +12,583+6.0% | Added |
| Wade G W & Inc | 222,914 | $15.5M | 0.60% | −74,691−25.1% | Reduced |
| Moran Wealth Management, LLC | 220,882 | $15.4M | 0.58% | +27,404+14.2% | Added |
| Assenagon Asset Management S.A. | 217,154 | $15.1M | 0.06% | +189,354+681.1% | Added |
| Calamos Advisors LLC | 217,130 | $15.1M | 0.08% | −27,271−11.2% | Reduced |
| CIBC Asset Management Inc | 214,914 | $15.0M | 0.06% | +4,844+2.3% | Added |
| Crossmark Global Holdings, Inc. | 214,221 | $14.9M | 0.35% | −139−0.1% | Reduced |
| CWA Asset Management Group, LLC | 208,992 | $14.5M | 1.08% | +7,046+3.5% | Added |
| Richard C. Young & CO., LTD. | 206,945 | $14.4M | 1.98% | +510+0.2% | Added |
| DnB Asset Management AS | 203,406 | $14.2M | 0.09% | −70,373−25.7% | Reduced |
| USS Investment Management Ltd | 203,226 | $14.1M | 0.19% | +1,706+0.8% | Added |
| Nichols & Pratt Advisers LLP | 203,053 | $14.1M | 1.09% | −3,405−1.6% | Reduced |
| Jane Street Group, LLC | 202,216 | $14.1M | 0.02% | +47,870+31.0% | Added |
| Schroder Investment Management Group | 200,941 | $14.0M | 0.02% | −48,003−19.3% | Reduced |
| First Republic Investment Management, Inc. | 197,294 | $13.7M | 0.03% | −577,540−74.5% | Reduced |
| Cornerstone Capital, Inc. | 197,145 | $13.7M | 1.66% | +7,005+3.7% | Added |
| C2C Wealth Management, LLC | 189,486 | $13.7M | 2.20% | −100−0.1% | Reduced |
| Cetera Advisor Networks LLC | 196,197 | $13.7M | 0.10% | +25,445+14.9% | Added |
| Utah Retirement Systems | 193,572 | $13.5M | 0.19% | +500+0.3% | Added |
| Cetera Investment Advisers | 190,880 | $13.3M | 0.12% | +12,388+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 185,015 | $12.9M | 0.02% | +14,875+8.7% | Added |
| Yousif Capital Management, LLC | 183,398 | $12.8M | 0.17% | −11,517−5.9% | Reduced |
| Martingale Asset Management L P | 183,270 | $12.8M | 0.25% | −83,656−31.3% | Reduced |
| Kestra Advisory Services, LLC | 177,487 | $12.3M | 0.13% | −18,210−9.3% | Reduced |
| Public Employees Retirement Association of Colorado | 177,350 | $12.3M | 0.06% | −7,387−4.0% | Reduced |
| Aptus Capital Advisors, LLC | 175,260 | $12.2M | 0.35% | −7,956−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 175,038 | $12.2M | 0.06% | +10,928+6.7% | Added |
| Agf Management Ltd | 173,805 | $12.1M | 0.08% | −13,321−7.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 170,285 | $11.8M | 0.03% | −7,518−4.2% | Reduced |
| HB Wealth Management, LLC | 170,112 | $11.8M | 0.21% | +3,787+2.3% | Added |