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, Q2 2023
Institutional positions in Southern Co as of Jun 30, 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
- 1,728
- +36 vs. Q1 2023
- Shares held
- 694.0M
- −6.96M (−1.0%) vs. Q1 2023
- Total value
- $48.8B
- −$36.4M (−0.1%) vs. Q1 2023
- New holders
- 117
- 689 more added
- Sold out
- 81
- 634 more reduced
14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 99,220,642 | $6.97B | 0.17% | +246,709+0.2% | Added |
| BlackRock Inc. | 78,107,818 | $5.49B | 0.15% | −886,077−1.1% | Reduced |
| State Street Corp | 62,624,121 | $4.40B | 0.23% | −705,067−1.1% | Reduced |
| Price T Rowe Associates Inc | 43,315,968 | $3.04B | 0.42% | −18,156,683−29.5% | Reduced |
| FMR LLC | 37,067,903 | $2.60B | 0.22% | +2,348,417+6.8% | Added |
| Massachusetts Financial Services Co | 27,016,124 | $1.90B | 0.62% | −360,393−1.3% | Reduced |
| Geode Capital Management, LLC | 19,816,104 | $1.39B | 0.16% | +452,511+2.3% | Added |
| Franklin Resources Inc | 16,070,918 | $1.13B | 0.54% | +642,737+4.2% | Added |
| Capital Research Global Investors | 11,910,166 | $836.7M | 0.22% | +883,544+8.0% | Added |
| Northern Trust Corp | 10,573,857 | $742.8M | 0.14% | −692,846−6.1% | Reduced |
| Morgan Stanley | 9,462,185 | $664.7M | 0.07% | +65,838+0.7% | Added |
| Legal & General Group Plc | 9,372,871 | $658.4M | 0.21% | +358,858+4.0% | Added |
| Norges Bank | 8,646,726 | $607.4M | 0.12% | +468,466+5.7% | Added |
| Bank of New York Mellon Corp | 8,520,389 | $598.6M | 0.13% | −228,009−2.6% | Reduced |
| Wellington Management Group LLP | 7,841,316 | $550.9M | 0.10% | +1,268,943+19.3% | Added |
| Bank of America Corp | 6,880,849 | $483.4M | 0.06% | −1,915,499−21.8% | Reduced |
| Federated Hermes, Inc. | 6,800,239 | $477.7M | 1.19% | −813,587−10.7% | Reduced |
| California Public Employees Retirement System | 6,650,031 | $467.2M | 0.40% | −207,448−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 5,888,247 | $413.6M | 0.12% | +14,646+0.2% | Added |
| Invesco Ltd. | 5,716,829 | $401.6M | 0.11% | −845,701−12.9% | Reduced |
| Capital International Investors | 5,582,714 | $392.2M | 0.09% | +5,582,714 | New |
| Ameriprise Financial Inc | 5,450,200 | $382.9M | 0.12% | −167,765−3.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,263,171 | $369.7M | 0.86% | −301,030−5.4% | Reduced |
| Nuveen Asset Management, LLC | 5,257,940 | $369.4M | 0.13% | +524,072+11.1% | Added |
| Pictet Asset Management SA | 5,092,414 | $357.7M | 0.42% | +55,733+1.1% | Added |
| JPMorgan Chase & Co | 4,634,333 | $325.6M | 0.04% | +437,004+10.4% | Added |
| Goldman Sachs Group Inc | 4,372,129 | $307.1M | 0.08% | +287,417+7.0% | Added |
| Wells Fargo & Company | 4,131,936 | $290.3M | 0.08% | −115,538−2.7% | Reduced |
| Swiss National Bank | 3,942,200 | $276.9M | 0.19% | −378,300−8.8% | Reduced |
| Ensign Peak Advisors, Inc | 3,866,122 | $271.6M | 0.55% | +17,892+0.5% | Added |
| UBS Asset Management Americas Inc | 3,825,168 | $266.2M | 0.13% | 00.0% | Unchanged |
| ClearBridge Investments Ltd | 2,975,154 | $209.0M | 5.89% | −19,756−0.7% | Reduced |
| Royal Bank of Canada | 2,904,874 | $204.1M | 0.06% | +163,003+5.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,837,227 | $199.3M | 0.16% | −419,245−12.9% | Reduced |
| First Trust Advisors LP | 2,698,521 | $189.6M | 0.22% | −249,321−8.5% | Reduced |
| Point72 Asset Management, L.P. | 2,260,610 | $158.8M | 0.55% | +2,260,610 | New |
| Barclays PLC | 2,220,522 | $156.0M | 0.10% | +854,522+62.6% | Added |
| UBS Group AG | 2,219,384 | $155.9M | 0.07% | +568,961+34.5% | Added |
| Jennison Associates LLC | 2,187,897 | $153.7M | 0.13% | +123,166+6.0% | Added |
| Raymond James & Associates | 2,090,366 | $146.8M | 0.12% | −146,180−6.5% | Reduced |
| Rhumbline Advisers | 2,079,481 | $146.1M | 0.16% | −35,845−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,016,669 | $141.7M | 1.11% | +169,391+9.2% | Added |
| Envestnet Asset Management Inc | 1,995,243 | $140.2M | 0.06% | +43,353+2.2% | Added |
| LPL Financial LLC | 1,983,657 | $139.4M | 0.10% | +111,981+6.0% | Added |
| Dimensional Fund Advisors LP | 1,977,283 | $138.9M | 0.04% | +27,973+1.4% | Added |
| Bank of Montreal | 1,895,661 | $136.4M | 0.08% | −37,404−1.9% | Reduced |
| Canada Pension Plan Investment Board | 1,906,657 | $133.9M | 0.20% | −14,900−0.8% | Reduced |
| National Pension Service | 1,936,832 | $133.9M | 0.22% | +156,454+8.8% | Added |
| Amundi | 1,891,681 | $133.5M | 0.07% | +129,466+7.3% | Added |
| Confluence Investment Management LLC | 1,860,982 | $130.7M | 1.90% | −22,099−1.2% | Reduced |
| New York State Common Retirement Fund | 1,788,769 | $125.7M | 0.16% | −47,019−2.6% | Reduced |
| California State Teachers Retirement System | 1,722,545 | $121.0M | 0.17% | −35,311−2.0% | Reduced |
| Synovus Financial Corp | 1,700,167 | $119.4M | 1.31% | +9,098+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,633,764 | $114.8M | 0.25% | −203,700−11.1% | Reduced |
| APG Asset Management N.V. | 1,741,356 | $112.1M | 0.23% | +209,111+13.6% | Added |
| Zimmer Partners, LP | 1,519,585 | $106.8M | 2.67% | −284,438−15.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,518,696 | $106.7M | 1.30% | −710.0% | Reduced |
| Deutsche Bank AG | 1,394,290 | $97.9M | 0.05% | −225,588−13.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,374,973 | $96.6M | 0.05% | −45,035−3.2% | Reduced |
| Victory Capital Management Inc | 1,321,224 | $92.8M | 0.10% | −451,070−25.5% | Reduced |
| Principal Financial Group Inc | 1,303,480 | $91.6M | 0.06% | −38,561−2.9% | Reduced |
| Alliancebernstein L.P. | 1,274,661 | $89.5M | 0.04% | −5,622−0.4% | Reduced |
| Credit Suisse AG | 1,265,455 | $88.9M | 0.09% | −55,708−4.2% | Reduced |
| Russell Investments Group, Ltd. | 1,263,632 | $88.7M | 0.17% | +135,992+12.1% | Added |
| Zacks Investment Management | 1,231,712 | $86.5M | 1.09% | +9,848+0.8% | Added |
| Cbre Clarion Securities LLC | 1,223,598 | $86.0M | 1.54% | +201,171+19.7% | Added |
| Empower Advisory Group, LLC | 1,217,619 | $85.5M | 0.37% | +17,080+1.4% | Added |
| State Board of Administration of Florida Retirement System | 1,213,039 | $85.2M | 0.19% | −5,426−0.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,192,980 | $83.8M | 0.22% | −93,920−7.3% | Reduced |
| New York State Teachers Retirement System | 1,154,837 | $81.1M | 0.18% | −13,353−1.1% | Reduced |
| HighTower Advisors, LLC | 1,105,649 | $77.7M | 0.15% | +43,870+4.1% | Added |
| Stifel Financial Corp | 1,070,781 | $75.2M | 0.10% | +39,993+3.9% | Added |
| Cohen & Steers, Inc. | 1,053,554 | $74.0M | 0.16% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,013,716 | $71.2M | 2.53% | −15,933−1.5% | Reduced |
| Truist Financial Corp | 1,010,343 | $71.0M | 0.12% | −55,024−5.2% | Reduced |
| Prudential Financial Inc | 992,641 | $69.7M | 0.10% | −14,653−1.5% | Reduced |
| HSBC Holdings PLC | 953,618 | $67.0M | 0.07% | +21,826+2.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 937,793 | $65.9M | 0.14% | +54,909+6.2% | Added |
| Old Republic International Corporation | 933,000 | $65.5M | 2.15% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 932,216 | $65.5M | 0.13% | +22,031+2.4% | Added |
| Macquarie Group Ltd | 915,570 | $64.3M | 0.07% | +64,941+7.6% | Added |
| Balyasny Asset Management LLC | 867,086 | $60.9M | 0.17% | +310,851+55.9% | Added |
| Natixis Advisors, L.P. | 853,430 | $60.0M | 0.19% | +59,114+7.4% | Added |
| Mawer Investment Management Ltd. | 814,920 | $57.2M | 0.30% | −6,387−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 798,318 | $56.1M | 0.10% | +10,000+1.3% | Added |
| Energy Income Partners, LLC | 794,338 | $55.8M | 1.19% | −554,001−41.1% | Reduced |
| Mackenzie Financial Corp | 758,812 | $53.5M | 0.08% | +96,782+14.6% | Added |
| Welch Group, LLC | 761,308 | $53.5M | 3.07% | +16,586+2.2% | Added |
| National Bank of Canada | 755,866 | $53.5M | 0.11% | +628,301+492.5% | Added |
| Citadel Advisors LLC | 746,174 | $52.4M | 0.06% | +746,174 | New |
| InterOcean Capital Group, LLC | 734,829 | $51.6M | 1.62% | +44,667+6.5% | Added |
| Clark Capital Management Group, Inc. | 728,124 | $51.2M | 0.46% | +16,056+2.3% | Added |
| Capital Advisors Inc | 723,814 | $50.8M | 1.29% | +75,104+11.6% | Added |
| Citigroup Inc | 698,264 | $49.1M | 0.06% | −331,841−32.2% | Reduced |
| BNP Paribas Arbitrage, SA | 689,982 | $48.5M | 0.10% | −177,305−20.4% | Reduced |
| SEI Investments Co | 689,786 | $48.5M | 0.08% | +9,475+1.4% | Added |
| Korea Investment CORP | 688,555 | $48.4M | 0.14% | −273,103−28.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 671,043 | $47.1M | 0.08% | −2,362−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 655,281 | $46.0M | 0.16% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 641,650 | $45.1M | 0.13% | +64,545+11.2% | Added |