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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 365,297 | $25.7M | 1.69% | +4,103+1.1% | Added |
| Verition Fund Management LLC | 372,411 | $26.2M | 0.41% | +125,792+51.0% | Added |
| US Bancorp | 377,991 | $26.6M | 0.04% | −4,723−1.2% | Reduced |
| Janney Montgomery Scott LLC | 390,981 | $27.5M | 0.10% | −3,186−0.8% | Reduced |
| Jane Street Group, LLC | 401,027 | $28.2M | 0.04% | +198,811+98.3% | Added |
| Liberty One Investment Management, LLC | 403,888 | $28.4M | 3.68% | +9,704+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 404,109 | $28.4M | 0.13% | +4,792+1.2% | Added |
| Millennium Management LLC | 428,887 | $30.1M | 0.03% | +428,887 | New |
| Magellan Asset Management Ltd | 430,433 | $30.2M | 0.27% | +1,783+0.4% | Added |
| Bollard Group LLC | 431,500 | $30.3M | 1.03% | +4,082+1.0% | Added |
| Edgar Lomax Co | 443,702 | $31.2M | 2.05% | −6,373−1.4% | Reduced |
| Hyman Charles D | 450,569 | $31.7M | 1.98% | +3,267+0.7% | Added |
| Gabelli Funds LLC | 456,700 | $32.1M | 0.24% | −800−0.2% | Reduced |
| Treasurer of the State of North Carolina | 476,644 | $33.5M | 0.18% | +730+0.2% | Added |
| EP Wealth Advisors, LLC | 192,000 | $34.1M | 0.53% | +185,327+2,777.3% | Added |
| Allspring Global Investments Holdings, LLC | 502,430 | $35.3M | 0.06% | +33,379+7.1% | Added |
| Great West Life Assurance Co | 518,904 | $36.6M | 0.09% | −13,038−2.5% | Reduced |
| Toronto Dominion Bank | 521,830 | $36.6M | 0.05% | −3,427−0.7% | Reduced |
| Vaughan David Investments LLC | 528,360 | $37.1M | 1.08% | +3,831+0.7% | Added |
| Asset Management One Co.,Ltd. | 529,889 | $37.2M | 0.16% | −14,812−2.7% | Reduced |
| Capital Investment Advisors, LLC | 540,677 | $38.0M | 1.16% | +16,658+3.2% | Added |
| Voya Investment Management LLC | 548,417 | $38.5M | 0.04% | −3,873−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 570,824 | $40.1M | 0.03% | +11,270+2.0% | Added |
| Donaldson Capital Management, LLC | 591,130 | $41.5M | 1.89% | +35,881+6.5% | Added |
| Public Employees Retirement System of Ohio | 610,339 | $42.9M | 0.17% | −37,889−5.8% | Reduced |
| ExodusPoint Capital Management, LP | 624,630 | $43.9M | 0.51% | +624,630 | New |
| Merewether Investment Management, LP | 630,920 | $44.3M | 3.22% | +630,920 | New |
| Chevy Chase Trust Holdings, Inc. | 632,771 | $44.5M | 0.17% | −5,696−0.9% | Reduced |
| State of Wisconsin Investment Board | 641,650 | $45.1M | 0.13% | +64,545+11.2% | Added |
| State of New Jersey Common Pension Fund D | 655,281 | $46.0M | 0.16% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 671,043 | $47.1M | 0.08% | −2,362−0.4% | Reduced |
| Korea Investment CORP | 688,555 | $48.4M | 0.14% | −273,103−28.4% | Reduced |
| SEI Investments Co | 689,786 | $48.5M | 0.08% | +9,475+1.4% | Added |
| BNP Paribas Arbitrage, SA | 689,982 | $48.5M | 0.10% | −177,305−20.4% | Reduced |
| Citigroup Inc | 698,264 | $49.1M | 0.06% | −331,841−32.2% | Reduced |
| Capital Advisors Inc | 723,814 | $50.8M | 1.29% | +75,104+11.6% | Added |
| Clark Capital Management Group, Inc. | 728,124 | $51.2M | 0.46% | +16,056+2.3% | Added |
| InterOcean Capital Group, LLC | 734,829 | $51.6M | 1.62% | +44,667+6.5% | Added |
| Citadel Advisors LLC | 746,174 | $52.4M | 0.06% | +746,174 | New |
| National Bank of Canada | 755,866 | $53.5M | 0.11% | +628,301+492.5% | Added |
| Welch Group, LLC | 761,308 | $53.5M | 3.07% | +16,586+2.2% | Added |
| Mackenzie Financial Corp | 758,812 | $53.5M | 0.08% | +96,782+14.6% | Added |
| Energy Income Partners, LLC | 794,338 | $55.8M | 1.19% | −554,001−41.1% | Reduced |
| Advisor Group Holdings, Inc. | 798,318 | $56.1M | 0.10% | +10,000+1.3% | Added |
| Mawer Investment Management Ltd. | 814,920 | $57.2M | 0.30% | −6,387−0.8% | Reduced |
| Natixis Advisors, L.P. | 853,430 | $60.0M | 0.19% | +59,114+7.4% | Added |
| Balyasny Asset Management LLC | 867,086 | $60.9M | 0.17% | +310,851+55.9% | Added |
| Macquarie Group Ltd | 915,570 | $64.3M | 0.07% | +64,941+7.6% | Added |
| Commonwealth Equity Services, LLC | 932,216 | $65.5M | 0.13% | +22,031+2.4% | Added |
| Old Republic International Corporation | 933,000 | $65.5M | 2.15% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 937,793 | $65.9M | 0.14% | +54,909+6.2% | Added |
| HSBC Holdings PLC | 953,618 | $67.0M | 0.07% | +21,826+2.3% | Added |
| Prudential Financial Inc | 992,641 | $69.7M | 0.10% | −14,653−1.5% | Reduced |
| Truist Financial Corp | 1,010,343 | $71.0M | 0.12% | −55,024−5.2% | Reduced |
| Stonegate Investment Group, LLC | 1,013,716 | $71.2M | 2.53% | −15,933−1.5% | Reduced |
| Cohen & Steers, Inc. | 1,053,554 | $74.0M | 0.16% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,070,781 | $75.2M | 0.10% | +39,993+3.9% | Added |
| HighTower Advisors, LLC | 1,105,649 | $77.7M | 0.15% | +43,870+4.1% | Added |
| New York State Teachers Retirement System | 1,154,837 | $81.1M | 0.18% | −13,353−1.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,192,980 | $83.8M | 0.22% | −93,920−7.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,213,039 | $85.2M | 0.19% | −5,426−0.4% | Reduced |
| Empower Advisory Group, LLC | 1,217,619 | $85.5M | 0.37% | +17,080+1.4% | Added |
| Cbre Clarion Securities LLC | 1,223,598 | $86.0M | 1.54% | +201,171+19.7% | Added |
| Zacks Investment Management | 1,231,712 | $86.5M | 1.09% | +9,848+0.8% | Added |
| Russell Investments Group, Ltd. | 1,263,632 | $88.7M | 0.17% | +135,992+12.1% | Added |
| Credit Suisse AG | 1,265,455 | $88.9M | 0.09% | −55,708−4.2% | Reduced |
| Alliancebernstein L.P. | 1,274,661 | $89.5M | 0.04% | −5,622−0.4% | Reduced |
| Principal Financial Group Inc | 1,303,480 | $91.6M | 0.06% | −38,561−2.9% | Reduced |
| Victory Capital Management Inc | 1,321,224 | $92.8M | 0.10% | −451,070−25.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,374,973 | $96.6M | 0.05% | −45,035−3.2% | Reduced |
| Deutsche Bank AG | 1,394,290 | $97.9M | 0.05% | −225,588−13.9% | Reduced |
| Duff & Phelps Investment Management Co | 1,518,696 | $106.7M | 1.30% | −710.0% | Reduced |
| Zimmer Partners, LP | 1,519,585 | $106.8M | 2.67% | −284,438−15.8% | Reduced |
| APG Asset Management N.V. | 1,741,356 | $112.1M | 0.23% | +209,111+13.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,633,764 | $114.8M | 0.25% | −203,700−11.1% | Reduced |
| Synovus Financial Corp | 1,700,167 | $119.4M | 1.31% | +9,098+0.5% | Added |
| California State Teachers Retirement System | 1,722,545 | $121.0M | 0.17% | −35,311−2.0% | Reduced |
| New York State Common Retirement Fund | 1,788,769 | $125.7M | 0.16% | −47,019−2.6% | Reduced |
| Confluence Investment Management LLC | 1,860,982 | $130.7M | 1.90% | −22,099−1.2% | Reduced |
| Amundi | 1,891,681 | $133.5M | 0.07% | +129,466+7.3% | Added |
| National Pension Service | 1,936,832 | $133.9M | 0.22% | +156,454+8.8% | Added |
| Canada Pension Plan Investment Board | 1,906,657 | $133.9M | 0.20% | −14,900−0.8% | Reduced |
| Bank of Montreal | 1,895,661 | $136.4M | 0.08% | −37,404−1.9% | Reduced |
| Dimensional Fund Advisors LP | 1,977,283 | $138.9M | 0.04% | +27,973+1.4% | Added |
| LPL Financial LLC | 1,983,657 | $139.4M | 0.10% | +111,981+6.0% | Added |
| Envestnet Asset Management Inc | 1,995,243 | $140.2M | 0.06% | +43,353+2.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,016,669 | $141.7M | 1.11% | +169,391+9.2% | Added |
| Rhumbline Advisers | 2,079,481 | $146.1M | 0.16% | −35,845−1.7% | Reduced |
| Raymond James & Associates | 2,090,366 | $146.8M | 0.12% | −146,180−6.5% | Reduced |
| Jennison Associates LLC | 2,187,897 | $153.7M | 0.13% | +123,166+6.0% | Added |
| UBS Group AG | 2,219,384 | $155.9M | 0.07% | +568,961+34.5% | Added |
| Barclays PLC | 2,220,522 | $156.0M | 0.10% | +854,522+62.6% | Added |
| Point72 Asset Management, L.P. | 2,260,610 | $158.8M | 0.55% | +2,260,610 | New |
| First Trust Advisors LP | 2,698,521 | $189.6M | 0.22% | −249,321−8.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,837,227 | $199.3M | 0.16% | −419,245−12.9% | Reduced |
| Royal Bank of Canada | 2,904,874 | $204.1M | 0.06% | +163,003+5.9% | Added |
| ClearBridge Investments Ltd | 2,975,154 | $209.0M | 5.89% | −19,756−0.7% | Reduced |
| UBS Asset Management Americas Inc | 3,825,168 | $266.2M | 0.13% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,866,122 | $271.6M | 0.55% | +17,892+0.5% | Added |
| Swiss National Bank | 3,942,200 | $276.9M | 0.19% | −378,300−8.8% | Reduced |