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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 167,988 | $10.9M | 0.06% | −7,889−4.5% | Reduced |
| Guggenheim Capital LLC | 168,722 | $10.9M | 0.09% | −38,480−18.6% | Reduced |
| Leavell Investment Management, Inc. | 169,367 | $11.0M | 0.77% | +9,240+5.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 170,069 | $11.0M | 0.02% | −8,836−4.9% | Reduced |
| Mercer Global Advisors Inc | 170,192 | $11.0M | 0.04% | +9,429+5.9% | Added |
| CCM Investment Advisers LLC | 172,358 | $11.2M | 1.54% | +4,348+2.6% | Added |
| Aptus Capital Advisors, LLC | 175,506 | $11.4M | 0.33% | +9,192+5.5% | Added |
| C2C Wealth Management, LLC | 182,246 | $11.4M | 1.61% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 176,080 | $11.4M | 1.24% | +250.0% | Added |
| Yousif Capital Management, LLC | 179,295 | $11.6M | 0.15% | −5,460−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 180,865 | $11.7M | 0.18% | −126,363−41.1% | Reduced |
| Aventail Capital Group, LP | 181,799 | $11.8M | 0.82% | +181,799 | New |
| Core Alternative Capital | 182,035 | $11.8M | 1.82% | −15,962−8.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 183,065 | $11.8M | 0.02% | −5,504−2.9% | Reduced |
| Cornerstone Capital, Inc. | 184,875 | $12.0M | 1.44% | −3,095−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 185,232 | $12.0M | 0.05% | +6,997+3.9% | Added |
| Schroder Investment Management Group | 186,246 | $12.1M | 0.02% | −10,226−5.2% | Reduced |
| Utah Retirement Systems | 187,472 | $12.1M | 0.17% | +400+0.2% | Added |
| AQR Capital Management LLC | 188,409 | $12.2M | 0.03% | +10,991+6.2% | Added |
| Czech National Bank | 190,606 | $12.3M | 0.20% | +61,525+47.7% | Added |
| Agf Management Ltd | 194,980 | $12.6M | 0.09% | −1,714−0.9% | Reduced |
| Nichols & Pratt Advisers LLP | 196,232 | $12.7M | 0.96% | −4,317−2.2% | Reduced |
| Covalis Capital LLP | 199,961 | $12.9M | 2.29% | +43,169+27.5% | Added |
| Kestra Advisory Services, LLC | 202,652 | $13.1M | 0.13% | −26,289−11.5% | Reduced |
| Cetera Advisor Networks LLC | 206,023 | $13.3M | 0.08% | +2,702+1.3% | Added |
| Cetera Investment Advisers | 206,245 | $13.3M | 0.12% | −10,613−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 203,948 | $13.6M | 0.31% | +2,525+1.3% | Added |
| Richard C. Young & CO., LTD. | 211,926 | $13.7M | 1.95% | +1,393+0.7% | Added |
| Vestcor Inc | 214,614 | $13.9M | 0.51% | +40,877+23.5% | Added |
| Janus Henderson Group PLC | 215,351 | $13.9M | 0.01% | −52,885−19.7% | Reduced |
| Calamos Advisors LLC | 217,027 | $14.0M | 0.08% | −1030.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 218,977 | $14.2M | 0.04% | −9,973−4.4% | Reduced |
| CWA Asset Management Group, LLC | 219,822 | $14.2M | 1.05% | +6,792+3.2% | Added |
| USS Investment Management Ltd | 221,977 | $14.4M | 0.16% | +18,751+9.2% | Added |
| Texas Permanent School Fund | 225,333 | $14.6M | 0.14% | −3,314−1.4% | Reduced |
| Wade G W & Inc | 227,277 | $14.7M | 0.55% | +1,949+0.9% | Added |
| Moran Wealth Management, LLC | 229,536 | $14.9M | 0.58% | +8,314+3.8% | Added |
| Fukoku Mutual Life Insurance Co | 231,005 | $15.0M | 1.37% | +1,657+0.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 231,522 | $15.0M | 0.98% | −79,478−25.6% | Reduced |
| Davidson Investment Advisors | 236,995 | $15.3M | 0.98% | +469+0.2% | Added |
| Verity & Verity, LLC | 237,181 | $15.4M | 1.92% | +3,921+1.7% | Added |
| Financial Counselors Inc | 243,238 | $15.7M | 0.31% | +2,569+1.1% | Added |
| Retirement Systems of Alabama | 246,584 | $16.0M | 0.07% | −1,238−0.5% | Reduced |
| Regions Financial Corp | 251,942 | $16.3M | 0.15% | −4,778−1.9% | Reduced |
| Public Sector Pension Investment Board | 253,929 | $16.4M | 0.12% | +14,203+5.9% | Added |
| Standard Life Aberdeen plc | 260,110 | $16.8M | 0.04% | −7,645−2.9% | Reduced |
| DnB Asset Management AS | 260,713 | $16.9M | 0.10% | +2,128+0.8% | Added |
| SG Americas Securities, LLC | 265,059 | $17.2M | 0.23% | +180,566+213.7% | Added |
| MetLife Investment Management | 269,729 | $17.5M | 0.14% | −7,024−2.5% | Reduced |
| Captrust Financial Advisors | 271,314 | $17.6M | 0.07% | −9,325−3.3% | Reduced |
| Capital International Inc | 278,039 | $18.0M | 0.34% | +9,688+3.6% | Added |
| Amalgamated Bank | 278,107 | $18.0M | 0.15% | −2,944−1.0% | Reduced |
| American International Group, Inc. | 279,365 | $18.1M | 0.12% | −6,183−2.2% | Reduced |
| American Century Companies Inc | 280,345 | $18.1M | 0.01% | −54,103−16.2% | Reduced |
| AE Wealth Management LLC | 280,559 | $18.2M | 0.11% | +3,627+1.3% | Added |
| Comerica Bank | 281,707 | $18.2M | 0.09% | +260,807+1,247.9% | Added |
| Cahaba Wealth Management, Inc. | 285,545 | $18.5M | 2.04% | +20,340+7.7% | Added |
| CIBC Asset Management Inc | 286,367 | $18.5M | 0.08% | +80,065+38.8% | Added |
| Brinker Capital Investments, LLC | 290,390 | $18.8M | 0.23% | +19,290+7.1% | Added |
| Orion Portfolio Solutions, LLC | 290,390 | $18.8M | 0.23% | +19,290+7.1% | Added |
| Creative Planning | 295,850 | $19.1M | 0.03% | +12,570+4.4% | Added |
| First Horizon Advisors, Inc. | 297,256 | $19.2M | 0.70% | +4,089+1.4% | Added |
| State of Michigan Retirement System | 298,923 | $19.3M | 0.13% | −900−0.3% | Reduced |
| Van Eck Associates Corp | 299,997 | $19.4M | 0.04% | −16,190−5.1% | Reduced |
| CI Private Wealth, LLC | 306,876 | $19.9M | 0.05% | +8,038+2.7% | Added |
| Baird Financial Group, Inc. | 308,370 | $20.0M | 0.05% | −4,347−1.4% | Reduced |
| Arizona State Retirement System | 308,641 | $20.0M | 0.17% | −3,364−1.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 310,800 | $20.1M | 0.19% | +4,800+1.6% | Added |
| Norris Perne & French LLP | 316,051 | $20.5M | 1.79% | +2,354+0.8% | Added |
| Forsta Ap-Fonden | 316,500 | $20.5M | 0.23% | +12,900+4.2% | Added |
| MML Investors Services, LLC | 323,992 | $21.0M | 0.12% | −27,210−7.7% | Reduced |
| Hennessy Advisors Inc | 328,300 | $21.2M | 1.49% | −1,900−0.6% | Reduced |
| Alps Advisors Inc | 332,109 | $21.5M | 0.18% | +6,859+2.1% | Added |
| Teacher Retirement System of Texas | 332,683 | $21.5M | 0.14% | −6,643−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 334,006 | $21.6M | 0.10% | −3,505−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 334,494 | $21.6M | 0.14% | −5,224−1.5% | Reduced |
| STRS Ohio | 340,417 | $22.0M | 0.10% | −4,520−1.3% | Reduced |
| TD Asset Management Inc | 351,718 | $22.8M | 0.03% | −8,795−2.4% | Reduced |
| Liberty One Investment Management, LLC | 352,433 | $22.8M | 3.31% | −51,455−12.7% | Reduced |
| GW Henssler & Associates Ltd | 359,248 | $23.3M | 1.59% | −6,049−1.7% | Reduced |
| IFM Investors Pty Ltd | 360,480 | $23.3M | 0.31% | +19,492+5.7% | Added |
| Mariner, LLC | 374,864 | $24.3M | 0.07% | +21,570+6.1% | Added |
| US Bancorp | 388,966 | $25.2M | 0.04% | +10,975+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 404,442 | $26.2M | 0.05% | −97,988−19.5% | Reduced |
| HITE Hedge Asset Management LLC | 412,388 | $26.7M | 2.87% | +412,388 | New |
| Janney Montgomery Scott LLC | 414,416 | $26.8M | 0.10% | +23,435+6.0% | Added |
| Crawford Investment Counsel Inc | 423,030 | $27.4M | 0.59% | +94,329+28.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 429,580 | $27.8M | 0.09% | +424,490+8,339.7% | Added |
| Bollard Group LLC | 435,724 | $28.2M | 1.04% | +4,224+1.0% | Added |
| Edgar Lomax Co | 435,762 | $28.2M | 1.92% | −7,940−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 445,777 | $28.9M | 0.13% | +41,668+10.3% | Added |
| Magellan Asset Management Ltd | 449,187 | $29.1M | 0.31% | +18,754+4.4% | Added |
| Hyman Charles D | 451,232 | $29.2M | 1.90% | +663+0.1% | Added |
| Jane Street Group, LLC | 458,927 | $29.7M | 0.05% | +57,900+14.4% | Added |
| Gabelli Funds LLC | 459,000 | $29.7M | 0.24% | +2,300+0.5% | Added |
| Treasurer of the State of North Carolina | 479,084 | $31.0M | 0.17% | +2,440+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 490,357 | $31.7M | 0.29% | +482,440+6,093.7% | Added |
| Mackenzie Financial Corp | 497,828 | $31.9M | 0.05% | −260,984−34.4% | Reduced |
| State of Tennessee, Treasury Department | 501,917 | $32.5M | 0.13% | +216,378+75.8% | Added |
| EP Wealth Advisors, LLC | 503,103 | $32.6M | 0.51% | +311,103+162.0% | Added |