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, Q3 2023
Institutional positions in Southern Co as of Sep 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
- 1,713
- +6 vs. Q2 2023
- Shares held
- 692.9M
- +4.23M (+0.6%) vs. Q2 2023
- Total value
- $44.9B
- −$3.52B (−7.3%) vs. Q2 2023
- New holders
- 124
- 657 more added
- Sold out
- 118
- 660 more reduced
21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 99,572,665 | $6.44B | 0.16% | +352,023+0.4% | Added |
| BlackRock Inc. | 77,627,993 | $5.02B | 0.14% | −479,825−0.6% | Reduced |
| State Street Corp | 62,802,445 | $4.06B | 0.23% | +178,324+0.3% | Added |
| FMR LLC | 38,906,760 | $2.52B | 0.22% | +1,838,857+5.0% | Added |
| Price T Rowe Associates Inc | 34,286,976 | $2.22B | 0.33% | −9,028,992−20.8% | Reduced |
| Massachusetts Financial Services Co | 26,103,897 | $1.69B | 0.59% | −912,227−3.4% | Reduced |
| Geode Capital Management, LLC | 20,123,874 | $1.30B | 0.15% | +307,770+1.6% | Added |
| Franklin Resources Inc | 15,684,792 | $1.02B | 0.52% | −386,126−2.4% | Reduced |
| Northern Trust Corp | 10,737,843 | $695.0M | 0.13% | +163,986+1.6% | Added |
| Capital International Investors | 10,736,318 | $694.9M | 0.18% | +5,153,604+92.3% | Added |
| Morgan Stanley | 9,811,307 | $635.0M | 0.06% | +349,122+3.7% | Added |
| Capital Research Global Investors | 9,473,315 | $613.1M | 0.17% | −2,436,851−20.5% | Reduced |
| Legal & General Group Plc | 9,010,308 | $583.1M | 0.20% | −362,563−3.9% | Reduced |
| Norges Bank | 8,887,640 | $575.2M | 0.12% | +240,914+2.8% | Added |
| Bank of New York Mellon Corp | 8,209,785 | $531.3M | 0.12% | −310,604−3.6% | Reduced |
| Ameriprise Financial Inc | 7,547,188 | $488.5M | 0.16% | +2,096,988+38.5% | Added |
| JPMorgan Chase & Co | 7,494,134 | $485.0M | 0.06% | +2,859,801+61.7% | Added |
| Federated Hermes, Inc. | 6,783,135 | $439.0M | 1.17% | −17,104−0.3% | Reduced |
| Bank of America Corp | 6,777,433 | $438.6M | 0.05% | −103,416−1.5% | Reduced |
| California Public Employees Retirement System | 6,633,556 | $429.3M | 0.37% | −16,475−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 5,978,149 | $386.9M | 0.11% | +89,902+1.5% | Added |
| Invesco Ltd. | 5,697,140 | $368.7M | 0.10% | −19,689−0.3% | Reduced |
| Nuveen Asset Management, LLC | 5,383,652 | $348.4M | 0.12% | +125,712+2.4% | Added |
| Pictet Asset Management Holding SA | 5,373,615 | $347.8M | 0.43% | +5,373,615 | New |
| Goldman Sachs Group Inc | 5,074,147 | $328.4M | 0.08% | +702,018+16.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,045,353 | $326.5M | 0.82% | −217,818−4.1% | Reduced |
| Wells Fargo & Company | 3,874,730 | $250.8M | 0.08% | −257,206−6.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,808,015 | $246.5M | 0.53% | −58,107−1.5% | Reduced |
| UBS Asset Management Americas Inc | 3,804,992 | $246.3M | 0.11% | −20,176−0.5% | Reduced |
| Swiss National Bank | 3,507,300 | $227.0M | 0.18% | −434,900−11.0% | Reduced |
| Royal Bank of Canada | 3,196,432 | $206.9M | 0.06% | +291,558+10.0% | Added |
| ClearBridge Investments Ltd | 2,826,939 | $183.0M | 5.94% | −148,215−5.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,784,659 | $180.2M | 0.15% | −52,568−1.9% | Reduced |
| First Trust Advisors LP | 2,662,059 | $172.3M | 0.20% | −36,462−1.4% | Reduced |
| Wellington Management Group LLP | 2,594,605 | $167.9M | 0.03% | −5,246,711−66.9% | Reduced |
| Cohen & Steers, Inc. | 2,512,791 | $162.6M | 0.37% | +1,459,237+138.5% | Added |
| Envestnet Asset Management Inc | 2,480,805 | $160.6M | 0.07% | +485,562+24.3% | Added |
| Jennison Associates LLC | 2,401,601 | $155.4M | 0.13% | +213,704+9.8% | Added |
| UBS Group AG | 2,183,222 | $141.3M | 0.06% | −36,162−1.6% | Reduced |
| Rhumbline Advisers | 2,121,940 | $137.3M | 0.16% | +42,459+2.0% | Added |
| Barclays PLC | 2,117,102 | $137.0M | 0.09% | −103,420−4.7% | Reduced |
| National Pension Service | 2,026,670 | $136.0M | 0.22% | +89,838+4.6% | Added |
| Raymond James & Associates | 2,076,399 | $134.4M | 0.11% | −13,967−0.7% | Reduced |
| Bank of Montreal | 1,872,995 | $133.4M | 0.08% | −22,666−1.2% | Reduced |
| LPL Financial LLC | 2,028,539 | $131.3M | 0.09% | +44,882+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,017,405 | $130.6M | 1.08% | +7360.0% | Added |
| Dimensional Fund Advisors LP | 1,960,043 | $126.9M | 0.04% | −17,240−0.9% | Reduced |
| Amundi | 1,891,691 | $125.9M | 0.06% | +100.0% | Added |
| Canada Pension Plan Investment Board | 1,906,657 | $123.4M | 0.18% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 1,846,279 | $119.5M | 1.85% | −14,703−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,799,611 | $116.5M | 0.07% | +424,638+30.9% | Added |
| APG Asset Management N.V. | 1,719,174 | $111.3M | 0.23% | −22,182−1.3% | Reduced |
| Synovus Financial Corp | 1,714,565 | $111.0M | 1.27% | +14,398+0.8% | Added |
| California State Teachers Retirement System | 1,605,588 | $103.9M | 0.16% | −116,957−6.8% | Reduced |
| Susquehanna International Group, LLP | 1,600,003 | $103.6M | 0.16% | +1,247,579+354.0% | Added |
| Duff & Phelps Investment Management Co | 1,511,973 | $97.9M | 1.29% | −6,723−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,484,300 | $96.1M | 0.22% | −149,464−9.1% | Reduced |
| Deutsche Bank AG | 1,424,884 | $92.2M | 0.06% | +30,594+2.2% | Added |
| New York State Common Retirement Fund | 1,419,026 | $91.8M | 0.13% | −369,743−20.7% | Reduced |
| HSBC Holdings PLC | 1,415,156 | $91.6M | 0.10% | +461,538+48.4% | Added |
| Russell Investments Group, Ltd. | 1,351,834 | $87.5M | 0.17% | +88,202+7.0% | Added |
| Victory Capital Management Inc | 1,317,363 | $85.3M | 0.10% | −3,861−0.3% | Reduced |
| Principal Financial Group Inc | 1,299,435 | $84.1M | 0.06% | −4,045−0.3% | Reduced |
| Empower Advisory Group, LLC | 1,248,907 | $80.8M | 0.36% | +31,288+2.6% | Added |
| Zimmer Partners, LP | 1,241,485 | $80.3M | 2.12% | −278,100−18.3% | Reduced |
| Zacks Investment Management | 1,236,018 | $80.0M | 1.04% | +4,306+0.3% | Added |
| Alliancebernstein L.P. | 1,229,208 | $79.6M | 0.03% | −45,453−3.6% | Reduced |
| ExodusPoint Capital Management, LP | 1,223,978 | $79.2M | 1.02% | +599,348+96.0% | Added |
| State Board of Administration of Florida Retirement System | 1,219,319 | $78.9M | 0.19% | +6,280+0.5% | Added |
| New York State Teachers Retirement System | 1,123,562 | $72.7M | 0.18% | −31,275−2.7% | Reduced |
| Cbre Clarion Securities LLC | 1,085,277 | $70.2M | 1.41% | −138,321−11.3% | Reduced |
| Stifel Financial Corp | 1,074,886 | $69.6M | 0.10% | +4,105+0.4% | Added |
| Advisor Group Holdings, Inc. | 1,073,861 | $69.5M | 0.10% | +275,543+34.5% | Added |
| HighTower Advisors, LLC | 1,037,932 | $67.2M | 0.13% | −67,717−6.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,034,854 | $67.0M | 0.14% | +97,061+10.3% | Added |
| Citigroup Inc | 1,006,863 | $65.2M | 0.09% | +308,599+44.2% | Added |
| Prudential Financial Inc | 987,003 | $63.9M | 0.10% | −5,638−0.6% | Reduced |
| Stonegate Investment Group, LLC | 984,976 | $63.7M | 2.32% | −28,740−2.8% | Reduced |
| Truist Financial Corp | 981,701 | $63.5M | 0.11% | −28,642−2.8% | Reduced |
| Balyasny Asset Management LLC | 972,914 | $63.0M | 0.18% | +105,828+12.2% | Added |
| Macquarie Group Ltd | 966,353 | $62.5M | 0.08% | +50,783+5.5% | Added |
| Credit Suisse AG | 948,046 | $61.4M | 0.06% | −317,409−25.1% | Reduced |
| Commonwealth Equity Services, LLC | 947,275 | $61.3M | 0.13% | +15,059+1.6% | Added |
| Millennium Management LLC | 946,422 | $61.3M | 0.06% | +517,535+120.7% | Added |
| Verition Fund Management LLC | 905,502 | $58.6M | 0.78% | +533,091+143.1% | Added |
| Natixis Advisors, L.P. | 904,618 | $58.5M | 0.18% | +51,188+6.0% | Added |
| National Bank of Canada | 856,865 | $55.0M | 0.10% | +100,999+13.4% | Added |
| Reaves W H & Co Inc | 849,646 | $55.0M | 2.18% | +839,621+8,375.3% | Added |
| Energy Income Partners, LLC | 834,020 | $54.0M | 1.23% | +39,682+5.0% | Added |
| Mawer Investment Management Ltd. | 800,223 | $51.8M | 0.28% | −14,697−1.8% | Reduced |
| Merewether Investment Management, LP | 790,220 | $51.1M | 3.09% | +159,300+25.2% | Added |
| InterOcean Capital Group, LLC | 781,687 | $50.6M | 1.55% | +46,858+6.4% | Added |
| Old Republic International Corporation | 775,500 | $50.2M | 1.87% | −157,500−16.9% | Reduced |
| Welch Group, LLC | 769,637 | $49.8M | 2.95% | +8,329+1.1% | Added |
| SEI Investments Co | 751,695 | $48.6M | 0.09% | +61,909+9.0% | Added |
| Capital Advisors Inc | 740,522 | $47.9M | 1.26% | +16,708+2.3% | Added |
| Clark Capital Management Group, Inc. | 736,861 | $47.7M | 0.48% | +8,737+1.2% | Added |
| Citadel Advisors LLC | 683,635 | $44.2M | 0.05% | −62,539−8.4% | Reduced |
| Korea Investment CORP | 664,267 | $43.0M | 0.13% | −24,288−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 662,020 | $42.8M | 0.08% | −9,023−1.3% | Reduced |