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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 632,771 | $44.5M | 0.17% | −5,696−0.9% | Reduced |
| Merewether Investment Management, LP | 630,920 | $44.3M | 3.22% | +630,920 | New |
| ExodusPoint Capital Management, LP | 624,630 | $43.9M | 0.51% | +624,630 | New |
| Public Employees Retirement System of Ohio | 610,339 | $42.9M | 0.17% | −37,889−5.8% | Reduced |
| Donaldson Capital Management, LLC | 591,130 | $41.5M | 1.89% | +35,881+6.5% | Added |
| The PNC Financial Services Group, Inc. | 570,824 | $40.1M | 0.03% | +11,270+2.0% | Added |
| Voya Investment Management LLC | 548,417 | $38.5M | 0.04% | −3,873−0.7% | Reduced |
| Capital Investment Advisors, LLC | 540,677 | $38.0M | 1.16% | +16,658+3.2% | Added |
| Asset Management One Co.,Ltd. | 529,889 | $37.2M | 0.16% | −14,812−2.7% | Reduced |
| Vaughan David Investments LLC | 528,360 | $37.1M | 1.08% | +3,831+0.7% | Added |
| Toronto Dominion Bank | 521,830 | $36.6M | 0.05% | −3,427−0.7% | Reduced |
| Great West Life Assurance Co | 518,904 | $36.6M | 0.09% | −13,038−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 502,430 | $35.3M | 0.06% | +33,379+7.1% | Added |
| EP Wealth Advisors, LLC | 192,000 | $34.1M | 0.53% | +185,327+2,777.3% | Added |
| Treasurer of the State of North Carolina | 476,644 | $33.5M | 0.18% | +730+0.2% | Added |
| Gabelli Funds LLC | 456,700 | $32.1M | 0.24% | −800−0.2% | Reduced |
| Hyman Charles D | 450,569 | $31.7M | 1.98% | +3,267+0.7% | Added |
| Edgar Lomax Co | 443,702 | $31.2M | 2.05% | −6,373−1.4% | Reduced |
| Bollard Group LLC | 431,500 | $30.3M | 1.03% | +4,082+1.0% | Added |
| Magellan Asset Management Ltd | 430,433 | $30.2M | 0.27% | +1,783+0.4% | Added |
| Millennium Management LLC | 428,887 | $30.1M | 0.03% | +428,887 | New |
| Cambridge Investment Research Advisors, Inc. | 404,109 | $28.4M | 0.13% | +4,792+1.2% | Added |
| Liberty One Investment Management, LLC | 403,888 | $28.4M | 3.68% | +9,704+2.5% | Added |
| Jane Street Group, LLC | 401,027 | $28.2M | 0.04% | +198,811+98.3% | Added |
| Janney Montgomery Scott LLC | 390,981 | $27.5M | 0.10% | −3,186−0.8% | Reduced |
| US Bancorp | 377,991 | $26.6M | 0.04% | −4,723−1.2% | Reduced |
| Verition Fund Management LLC | 372,411 | $26.2M | 0.41% | +125,792+51.0% | Added |
| GW Henssler & Associates Ltd | 365,297 | $25.7M | 1.69% | +4,103+1.1% | Added |
| TD Asset Management Inc | 360,513 | $25.3M | 0.03% | −4,396−1.2% | Reduced |
| Mariner, LLC | 353,294 | $24.8M | 0.07% | +5,010+1.4% | Added |
| Susquehanna International Group, LLP | 352,424 | $24.8M | 0.04% | −271,627−43.5% | Reduced |
| MML Investors Services, LLC | 351,202 | $24.7M | 0.14% | +21,829+6.6% | Added |
| STRS Ohio | 344,937 | $24.2M | 0.10% | −13,751−3.8% | Reduced |
| IFM Investors Pty Ltd | 340,988 | $24.0M | 0.31% | +100,602+41.9% | Added |
| United Capital Financial Advisers, LLC | 339,718 | $23.9M | 0.13% | −13,942−3.9% | Reduced |
| Teacher Retirement System of Texas | 339,326 | $23.8M | 0.16% | +67,507+24.8% | Added |
| Nomura Asset Management Co Ltd | 337,511 | $23.7M | 0.11% | +41,901+14.2% | Added |
| American Century Companies Inc | 334,448 | $23.5M | 0.02% | −20,996−5.9% | Reduced |
| Allianz Asset Management GmbH | 333,755 | $23.4M | 0.05% | −183,634−35.5% | Reduced |
| Hennessy Advisors Inc | 330,200 | $23.2M | 1.67% | −26,800−7.5% | Reduced |
| Crawford Investment Counsel Inc | 328,701 | $23.1M | 0.47% | +14,714+4.7% | Added |
| Alps Advisors Inc | 325,250 | $22.8M | 0.20% | −55,845−14.7% | Reduced |
| Van Eck Associates Corp | 316,187 | $22.2M | 0.05% | −68,291−17.8% | Reduced |
| Norris Perne & French LLP | 313,697 | $22.0M | 1.86% | +6,137+2.0% | Added |
| Baird Financial Group, Inc. | 312,717 | $22.0M | 0.06% | −12,056−3.7% | Reduced |
| Arizona State Retirement System | 312,005 | $21.9M | 0.18% | +14,751+5.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 311,000 | $21.8M | 1.09% | +311,000 | New |
| Swiss Life Asset Management Ltd | 307,228 | $21.6M | 0.32% | +18,406+6.4% | Added |
| Mn Services Vermogensbeheer B.V. | 306,000 | $21.5M | 0.20% | −5,200−1.7% | Reduced |
| Forsta Ap-Fonden | 303,600 | $21.3M | 0.23% | +19,400+6.8% | Added |
| State of Michigan Retirement System | 299,823 | $21.1M | 0.13% | +900+0.3% | Added |
| CI Private Wealth, LLC | 298,838 | $21.0M | 0.05% | +4,376+1.5% | Added |
| First Horizon Advisors, Inc. | 293,167 | $20.6M | 0.71% | +4,310+1.5% | Added |
| American International Group, Inc. | 285,548 | $20.1M | 0.12% | +993+0.3% | Added |
| State of Tennessee, Treasury Department | 285,539 | $20.1M | 0.08% | 00.0% | Unchanged |
| Creative Planning | 283,280 | $19.9M | 0.03% | +11,611+4.3% | Added |
| Amalgamated Bank | 281,051 | $19.7M | 0.16% | −6,599−2.3% | Reduced |
| Captrust Financial Advisors | 280,639 | $19.7M | 0.08% | +12,690+4.7% | Added |
| AE Wealth Management LLC | 276,932 | $19.5M | 0.12% | −124,661−31.0% | Reduced |
| MetLife Investment Management | 276,753 | $19.4M | 0.14% | −4,184−1.5% | 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 |
| Renaissance Technologies LLC | 270,300 | $19.0M | 0.03% | −957,200−78.0% | Reduced |
| Capital International Inc | 268,351 | $18.9M | 0.34% | +268,351 | New |
| Janus Henderson Group PLC | 268,236 | $18.8M | 0.01% | −1,209−0.4% | Reduced |
| Standard Life Aberdeen plc | 267,755 | $18.8M | 0.04% | −3,326−1.2% | Reduced |
| Cahaba Wealth Management, Inc. | 265,205 | $18.6M | 2.01% | +18,042+7.3% | Added |
| DnB Asset Management AS | 258,585 | $18.2M | 0.10% | +55,179+27.1% | Added |
| Regions Financial Corp | 256,720 | $18.0M | 0.16% | −18,319−6.7% | Reduced |
| Retirement Systems of Alabama | 247,822 | $17.4M | 0.08% | −73,960−23.0% | Reduced |
| Financial Counselors Inc | 240,669 | $16.9M | 0.34% | −1,543−0.6% | Reduced |
| Cerity Partners LLC | 239,918 | $16.9M | 0.07% | +24,592+11.4% | Added |
| Public Sector Pension Investment Board | 239,726 | $16.8M | 0.12% | −2,564−1.1% | Reduced |
| Davidson Investment Advisors | 236,526 | $16.6M | 1.05% | −505−0.2% | Reduced |
| Verity & Verity, LLC | 233,260 | $16.4M | 2.01% | +9,816+4.4% | Added |
| Fukoku Mutual Life Insurance Co | 229,348 | $16.1M | 1.52% | −3,550−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 228,950 | $16.1M | 0.05% | −2,630−1.1% | Reduced |
| Kestra Advisory Services, LLC | 228,941 | $16.1M | 0.16% | +51,454+29.0% | Added |
| Texas Permanent School Fund | 228,647 | $16.1M | 0.15% | +1,678+0.7% | Added |
| Wade G W & Inc | 225,328 | $15.8M | 0.58% | +2,414+1.1% | Added |
| Moran Wealth Management, LLC | 221,222 | $15.5M | 0.58% | +340+0.2% | Added |
| Calamos Advisors LLC | 217,130 | $15.3M | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 216,858 | $15.2M | 0.13% | +25,978+13.6% | Added |
| CWA Asset Management Group, LLC | 213,030 | $15.0M | 1.03% | +4,038+1.9% | Added |
| Richard C. Young & CO., LTD. | 210,533 | $14.8M | 2.03% | +3,588+1.7% | Added |
| Crossmark Global Holdings, Inc. | 201,423 | $14.6M | 0.31% | −12,798−6.0% | Reduced |
| Guggenheim Capital LLC | 207,202 | $14.6M | 0.11% | −22,714−9.9% | Reduced |
| CIBC Asset Management Inc | 206,302 | $14.5M | 0.06% | −8,612−4.0% | Reduced |
| Cetera Advisor Networks LLC | 203,321 | $14.3M | 0.10% | +7,124+3.6% | Added |
| USS Investment Management Ltd | 203,226 | $14.3M | 0.17% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 200,549 | $14.1M | 1.03% | −2,504−1.2% | Reduced |
| Core Alternative Capital | 197,997 | $13.9M | 2.04% | −27,917−12.4% | Reduced |
| Agf Management Ltd | 196,694 | $13.8M | 0.10% | +22,889+13.2% | Added |
| Schroder Investment Management Group | 196,472 | $13.8M | 0.02% | −4,469−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 188,569 | $13.2M | 0.02% | +3,554+1.9% | Added |
| Cornerstone Capital, Inc. | 187,970 | $13.2M | 1.53% | −9,175−4.7% | Reduced |
| Utah Retirement Systems | 187,072 | $13.1M | 0.18% | −6,500−3.4% | Reduced |
| Yousif Capital Management, LLC | 184,755 | $13.0M | 0.16% | +1,357+0.7% | Added |
| C2C Wealth Management, LLC | 182,246 | $12.9M | 1.70% | −7,240−3.8% | Reduced |
| HB Wealth Management, LLC | 180,242 | $12.7M | 0.20% | +10,130+6.0% | Added |