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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Bridgeworth, LLC | 138,143 | $9.70M | 1.07% | +3,667+2.7% | Added |
| Bragg Financial Advisors, Inc | 138,207 | $9.71M | 0.53% | +7,429+5.7% | Added |
| Advisory Services Network, LLC | 140,381 | $9.86M | 0.26% | −6,559−4.5% | Reduced |
| Illinois Municipal Retirement Fund | 141,369 | $9.93M | 0.20% | −169,856−54.6% | Reduced |
| Pinnacle Financial Partners Inc | 143,315 | $10.1M | 0.25% | +5,362+3.9% | Added |
| Element Capital Management LLC | 143,982 | $10.1M | 0.68% | +7,524+5.5% | Added |
| Morgan Dempsey Capital Management LLC | 145,540 | $10.2M | 2.92% | −810−0.6% | Reduced |
| Stephens Inc | 149,814 | $10.5M | 0.19% | +4,793+3.3% | Added |
| Royal London Asset Management Ltd | 150,599 | $10.6M | 0.03% | +39,198+35.2% | Added |
| New York Life Investment Management LLC | 154,786 | $10.9M | 0.11% | +962+0.6% | Added |
| Nisa Investment Advisors, LLC | 156,775 | $11.0M | 0.08% | −1,725−1.1% | Reduced |
| Covalis Capital LLP | 156,792 | $11.0M | 2.38% | +156,792 | New |
| Mutual of America Capital Management LLC | 156,794 | $11.0M | 0.13% | +1,056+0.7% | Added |
| Rockland Trust Co | 159,333 | $11.2M | 0.67% | +17,725+12.5% | Added |
| Leavell Investment Management, Inc. | 160,127 | $11.2M | 0.76% | +60.0% | Added |
| Mercer Global Advisors Inc | 160,763 | $11.3M | 0.04% | +10,226+6.8% | Added |
| Becker Capital Management Inc | 161,279 | $11.3M | 0.43% | +25,256+18.6% | Added |
| M&T Bank Corp | 163,263 | $11.5M | 0.04% | −1,205−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 166,314 | $11.7M | 0.34% | −8,946−5.1% | Reduced |
| State of Alaska, Department of Revenue | 167,050 | $11.7M | 0.14% | +2,093+1.3% | Added |
| ProShare Advisors LLC | 167,457 | $11.8M | 0.03% | +3,656+2.2% | Added |
| CCM Investment Advisers LLC | 168,010 | $11.8M | 1.58% | +683+0.4% | Added |
| Vestcor Inc | 173,737 | $12.2M | 0.45% | +13,396+8.4% | Added |
| AQR Capital Management LLC | 177,418 | $12.3M | 0.03% | −58,678−24.9% | Reduced |
| Public Employees Retirement Association of Colorado | 175,877 | $12.4M | 0.06% | −1,473−0.8% | Reduced |
| Eagle Ridge Investment Management | 176,055 | $12.4M | 1.30% | +8,649+5.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 178,235 | $12.5M | 0.06% | +3,197+1.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 178,905 | $12.6M | 0.03% | +8,620+5.1% | Added |
| HB Wealth Management, LLC | 180,242 | $12.7M | 0.20% | +10,130+6.0% | Added |
| C2C Wealth Management, LLC | 182,246 | $12.9M | 1.70% | −7,240−3.8% | Reduced |
| Yousif Capital Management, LLC | 184,755 | $13.0M | 0.16% | +1,357+0.7% | Added |
| Utah Retirement Systems | 187,072 | $13.1M | 0.18% | −6,500−3.4% | Reduced |
| Cornerstone Capital, Inc. | 187,970 | $13.2M | 1.53% | −9,175−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 188,569 | $13.2M | 0.02% | +3,554+1.9% | Added |
| Schroder Investment Management Group | 196,472 | $13.8M | 0.02% | −4,469−2.2% | Reduced |
| Agf Management Ltd | 196,694 | $13.8M | 0.10% | +22,889+13.2% | Added |
| Core Alternative Capital | 197,997 | $13.9M | 2.04% | −27,917−12.4% | Reduced |
| Nichols & Pratt Advisers LLP | 200,549 | $14.1M | 1.03% | −2,504−1.2% | Reduced |
| USS Investment Management Ltd | 203,226 | $14.3M | 0.17% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 203,321 | $14.3M | 0.10% | +7,124+3.6% | Added |
| CIBC Asset Management Inc | 206,302 | $14.5M | 0.06% | −8,612−4.0% | Reduced |
| Guggenheim Capital LLC | 207,202 | $14.6M | 0.11% | −22,714−9.9% | Reduced |
| Crossmark Global Holdings, Inc. | 201,423 | $14.6M | 0.31% | −12,798−6.0% | Reduced |
| Richard C. Young & CO., LTD. | 210,533 | $14.8M | 2.03% | +3,588+1.7% | Added |
| CWA Asset Management Group, LLC | 213,030 | $15.0M | 1.03% | +4,038+1.9% | Added |
| Cetera Investment Advisers | 216,858 | $15.2M | 0.13% | +25,978+13.6% | Added |
| Calamos Advisors LLC | 217,130 | $15.3M | 0.08% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 221,222 | $15.5M | 0.58% | +340+0.2% | Added |
| Wade G W & Inc | 225,328 | $15.8M | 0.58% | +2,414+1.1% | Added |
| Texas Permanent School Fund | 228,647 | $16.1M | 0.15% | +1,678+0.7% | Added |
| Kestra Advisory Services, LLC | 228,941 | $16.1M | 0.16% | +51,454+29.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 228,950 | $16.1M | 0.05% | −2,630−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 229,348 | $16.1M | 1.52% | −3,550−1.5% | Reduced |
| Verity & Verity, LLC | 233,260 | $16.4M | 2.01% | +9,816+4.4% | Added |
| Davidson Investment Advisors | 236,526 | $16.6M | 1.05% | −505−0.2% | Reduced |
| Public Sector Pension Investment Board | 239,726 | $16.8M | 0.12% | −2,564−1.1% | Reduced |
| Cerity Partners LLC | 239,918 | $16.9M | 0.07% | +24,592+11.4% | Added |
| Financial Counselors Inc | 240,669 | $16.9M | 0.34% | −1,543−0.6% | Reduced |
| Retirement Systems of Alabama | 247,822 | $17.4M | 0.08% | −73,960−23.0% | Reduced |
| Regions Financial Corp | 256,720 | $18.0M | 0.16% | −18,319−6.7% | Reduced |
| DnB Asset Management AS | 258,585 | $18.2M | 0.10% | +55,179+27.1% | Added |
| Cahaba Wealth Management, Inc. | 265,205 | $18.6M | 2.01% | +18,042+7.3% | Added |
| Standard Life Aberdeen plc | 267,755 | $18.8M | 0.04% | −3,326−1.2% | Reduced |
| Janus Henderson Group PLC | 268,236 | $18.8M | 0.01% | −1,209−0.4% | Reduced |
| Capital International Inc | 268,351 | $18.9M | 0.34% | +268,351 | New |
| Renaissance Technologies LLC | 270,300 | $19.0M | 0.03% | −957,200−78.0% | Reduced |
| Brinker Capital Investments, LLC | 271,100 | $19.0M | 0.20% | +12,329+4.8% | Added |
| Orion Portfolio Solutions, LLC | 271,100 | $19.0M | 0.20% | +12,329+4.8% | Added |
| MetLife Investment Management | 276,753 | $19.4M | 0.14% | −4,184−1.5% | Reduced |
| AE Wealth Management LLC | 276,932 | $19.5M | 0.12% | −124,661−31.0% | Reduced |
| Captrust Financial Advisors | 280,639 | $19.7M | 0.08% | +12,690+4.7% | Added |
| Amalgamated Bank | 281,051 | $19.7M | 0.16% | −6,599−2.3% | Reduced |
| Creative Planning | 283,280 | $19.9M | 0.03% | +11,611+4.3% | Added |
| State of Tennessee, Treasury Department | 285,539 | $20.1M | 0.08% | 00.0% | Unchanged |
| American International Group, Inc. | 285,548 | $20.1M | 0.12% | +993+0.3% | Added |
| First Horizon Advisors, Inc. | 293,167 | $20.6M | 0.71% | +4,310+1.5% | Added |
| CI Private Wealth, LLC | 298,838 | $21.0M | 0.05% | +4,376+1.5% | Added |
| State of Michigan Retirement System | 299,823 | $21.1M | 0.13% | +900+0.3% | Added |
| Forsta Ap-Fonden | 303,600 | $21.3M | 0.23% | +19,400+6.8% | Added |
| Mn Services Vermogensbeheer B.V. | 306,000 | $21.5M | 0.20% | −5,200−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 307,228 | $21.6M | 0.32% | +18,406+6.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 311,000 | $21.8M | 1.09% | +311,000 | New |
| Arizona State Retirement System | 312,005 | $21.9M | 0.18% | +14,751+5.0% | Added |
| Baird Financial Group, Inc. | 312,717 | $22.0M | 0.06% | −12,056−3.7% | Reduced |
| Norris Perne & French LLP | 313,697 | $22.0M | 1.86% | +6,137+2.0% | Added |
| Van Eck Associates Corp | 316,187 | $22.2M | 0.05% | −68,291−17.8% | Reduced |
| Alps Advisors Inc | 325,250 | $22.8M | 0.20% | −55,845−14.7% | Reduced |
| Crawford Investment Counsel Inc | 328,701 | $23.1M | 0.47% | +14,714+4.7% | Added |
| Hennessy Advisors Inc | 330,200 | $23.2M | 1.67% | −26,800−7.5% | Reduced |
| Allianz Asset Management GmbH | 333,755 | $23.4M | 0.05% | −183,634−35.5% | Reduced |
| American Century Companies Inc | 334,448 | $23.5M | 0.02% | −20,996−5.9% | Reduced |
| Nomura Asset Management Co Ltd | 337,511 | $23.7M | 0.11% | +41,901+14.2% | Added |
| Teacher Retirement System of Texas | 339,326 | $23.8M | 0.16% | +67,507+24.8% | Added |
| United Capital Financial Advisers, LLC | 339,718 | $23.9M | 0.13% | −13,942−3.9% | Reduced |
| IFM Investors Pty Ltd | 340,988 | $24.0M | 0.31% | +100,602+41.9% | Added |
| STRS Ohio | 344,937 | $24.2M | 0.10% | −13,751−3.8% | Reduced |
| MML Investors Services, LLC | 351,202 | $24.7M | 0.14% | +21,829+6.6% | Added |
| Susquehanna International Group, LLP | 352,424 | $24.8M | 0.04% | −271,627−43.5% | Reduced |
| Mariner, LLC | 353,294 | $24.8M | 0.07% | +5,010+1.4% | Added |
| TD Asset Management Inc | 360,513 | $25.3M | 0.03% | −4,396−1.2% | Reduced |