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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 515,896 | $33.4M | 0.06% | −5,934−1.1% | Reduced |
| Great West Life Assurance Co | 517,260 | $33.5M | 0.08% | −1,644−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 533,736 | $34.5M | 0.15% | +3,847+0.7% | Added |
| Capital Investment Advisors, LLC | 541,936 | $35.1M | 0.97% | +1,259+0.2% | Added |
| Vaughan David Investments LLC | 543,063 | $35.1M | 1.06% | +14,703+2.8% | Added |
| Voya Investment Management LLC | 544,197 | $35.2M | 0.04% | −4,220−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 547,785 | $35.5M | 0.08% | −142,197−20.6% | Reduced |
| The PNC Financial Services Group, Inc. | 558,262 | $36.1M | 0.03% | −12,562−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 561,729 | $36.4M | 0.16% | −48,610−8.0% | Reduced |
| State of Wisconsin Investment Board | 580,186 | $37.5M | 0.12% | −61,464−9.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 618,475 | $40.0M | 0.16% | −14,296−2.3% | Reduced |
| State of New Jersey Common Pension Fund D | 624,178 | $40.4M | 0.15% | −31,103−4.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 662,020 | $42.8M | 0.08% | −9,023−1.3% | Reduced |
| Korea Investment CORP | 664,267 | $43.0M | 0.13% | −24,288−3.5% | Reduced |
| Citadel Advisors LLC | 683,635 | $44.2M | 0.05% | −62,539−8.4% | Reduced |
| Clark Capital Management Group, Inc. | 736,861 | $47.7M | 0.48% | +8,737+1.2% | Added |
| Capital Advisors Inc | 740,522 | $47.9M | 1.26% | +16,708+2.3% | Added |
| SEI Investments Co | 751,695 | $48.6M | 0.09% | +61,909+9.0% | Added |
| Welch Group, LLC | 769,637 | $49.8M | 2.95% | +8,329+1.1% | Added |
| Old Republic International Corporation | 775,500 | $50.2M | 1.87% | −157,500−16.9% | Reduced |
| InterOcean Capital Group, LLC | 781,687 | $50.6M | 1.55% | +46,858+6.4% | Added |
| Merewether Investment Management, LP | 790,220 | $51.1M | 3.09% | +159,300+25.2% | Added |
| Mawer Investment Management Ltd. | 800,223 | $51.8M | 0.28% | −14,697−1.8% | Reduced |
| Energy Income Partners, LLC | 834,020 | $54.0M | 1.23% | +39,682+5.0% | Added |
| Reaves W H & Co Inc | 849,646 | $55.0M | 2.18% | +839,621+8,375.3% | Added |
| National Bank of Canada | 856,865 | $55.0M | 0.10% | +100,999+13.4% | Added |
| Natixis Advisors, L.P. | 904,618 | $58.5M | 0.18% | +51,188+6.0% | Added |
| Verition Fund Management LLC | 905,502 | $58.6M | 0.78% | +533,091+143.1% | Added |
| Millennium Management LLC | 946,422 | $61.3M | 0.06% | +517,535+120.7% | Added |
| Commonwealth Equity Services, LLC | 947,275 | $61.3M | 0.13% | +15,059+1.6% | Added |
| Credit Suisse AG | 948,046 | $61.4M | 0.06% | −317,409−25.1% | Reduced |
| Macquarie Group Ltd | 966,353 | $62.5M | 0.08% | +50,783+5.5% | Added |
| Balyasny Asset Management LLC | 972,914 | $63.0M | 0.18% | +105,828+12.2% | Added |
| Truist Financial Corp | 981,701 | $63.5M | 0.11% | −28,642−2.8% | Reduced |
| Stonegate Investment Group, LLC | 984,976 | $63.7M | 2.32% | −28,740−2.8% | Reduced |
| Prudential Financial Inc | 987,003 | $63.9M | 0.10% | −5,638−0.6% | Reduced |
| Citigroup Inc | 1,006,863 | $65.2M | 0.09% | +308,599+44.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,034,854 | $67.0M | 0.14% | +97,061+10.3% | Added |
| HighTower Advisors, LLC | 1,037,932 | $67.2M | 0.13% | −67,717−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,073,861 | $69.5M | 0.10% | +275,543+34.5% | Added |
| Stifel Financial Corp | 1,074,886 | $69.6M | 0.10% | +4,105+0.4% | Added |
| Cbre Clarion Securities LLC | 1,085,277 | $70.2M | 1.41% | −138,321−11.3% | Reduced |
| New York State Teachers Retirement System | 1,123,562 | $72.7M | 0.18% | −31,275−2.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,219,319 | $78.9M | 0.19% | +6,280+0.5% | Added |
| ExodusPoint Capital Management, LP | 1,223,978 | $79.2M | 1.02% | +599,348+96.0% | Added |
| Alliancebernstein L.P. | 1,229,208 | $79.6M | 0.03% | −45,453−3.6% | Reduced |
| Zacks Investment Management | 1,236,018 | $80.0M | 1.04% | +4,306+0.3% | Added |
| Zimmer Partners, LP | 1,241,485 | $80.3M | 2.12% | −278,100−18.3% | Reduced |
| Empower Advisory Group, LLC | 1,248,907 | $80.8M | 0.36% | +31,288+2.6% | Added |
| Principal Financial Group Inc | 1,299,435 | $84.1M | 0.06% | −4,045−0.3% | Reduced |
| Victory Capital Management Inc | 1,317,363 | $85.3M | 0.10% | −3,861−0.3% | Reduced |
| Russell Investments Group, Ltd. | 1,351,834 | $87.5M | 0.17% | +88,202+7.0% | Added |
| HSBC Holdings PLC | 1,415,156 | $91.6M | 0.10% | +461,538+48.4% | Added |
| New York State Common Retirement Fund | 1,419,026 | $91.8M | 0.13% | −369,743−20.7% | Reduced |
| Deutsche Bank AG | 1,424,884 | $92.2M | 0.06% | +30,594+2.2% | Added |
| Adage Capital Partners GP, L.L.C. | 1,484,300 | $96.1M | 0.22% | −149,464−9.1% | Reduced |
| Duff & Phelps Investment Management Co | 1,511,973 | $97.9M | 1.29% | −6,723−0.4% | Reduced |
| Susquehanna International Group, LLP | 1,600,003 | $103.6M | 0.16% | +1,247,579+354.0% | Added |
| California State Teachers Retirement System | 1,605,588 | $103.9M | 0.16% | −116,957−6.8% | Reduced |
| Synovus Financial Corp | 1,714,565 | $111.0M | 1.27% | +14,398+0.8% | Added |
| APG Asset Management N.V. | 1,719,174 | $111.3M | 0.23% | −22,182−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,799,611 | $116.5M | 0.07% | +424,638+30.9% | Added |
| Confluence Investment Management LLC | 1,846,279 | $119.5M | 1.85% | −14,703−0.8% | Reduced |
| Canada Pension Plan Investment Board | 1,906,657 | $123.4M | 0.18% | 00.0% | Unchanged |
| Amundi | 1,891,691 | $125.9M | 0.06% | +100.0% | Added |
| Dimensional Fund Advisors LP | 1,960,043 | $126.9M | 0.04% | −17,240−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,017,405 | $130.6M | 1.08% | +7360.0% | Added |
| LPL Financial LLC | 2,028,539 | $131.3M | 0.09% | +44,882+2.3% | Added |
| Bank of Montreal | 1,872,995 | $133.4M | 0.08% | −22,666−1.2% | Reduced |
| Raymond James & Associates | 2,076,399 | $134.4M | 0.11% | −13,967−0.7% | Reduced |
| National Pension Service | 2,026,670 | $136.0M | 0.22% | +89,838+4.6% | Added |
| Barclays PLC | 2,117,102 | $137.0M | 0.09% | −103,420−4.7% | Reduced |
| Rhumbline Advisers | 2,121,940 | $137.3M | 0.16% | +42,459+2.0% | Added |
| UBS Group AG | 2,183,222 | $141.3M | 0.06% | −36,162−1.6% | Reduced |
| Jennison Associates LLC | 2,401,601 | $155.4M | 0.13% | +213,704+9.8% | Added |
| Envestnet Asset Management Inc | 2,480,805 | $160.6M | 0.07% | +485,562+24.3% | Added |
| Cohen & Steers, Inc. | 2,512,791 | $162.6M | 0.37% | +1,459,237+138.5% | Added |
| Wellington Management Group LLP | 2,594,605 | $167.9M | 0.03% | −5,246,711−66.9% | Reduced |
| First Trust Advisors LP | 2,662,059 | $172.3M | 0.20% | −36,462−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,784,659 | $180.2M | 0.15% | −52,568−1.9% | Reduced |
| ClearBridge Investments Ltd | 2,826,939 | $183.0M | 5.94% | −148,215−5.0% | Reduced |
| Royal Bank of Canada | 3,196,432 | $206.9M | 0.06% | +291,558+10.0% | Added |
| Swiss National Bank | 3,507,300 | $227.0M | 0.18% | −434,900−11.0% | Reduced |
| UBS Asset Management Americas Inc | 3,804,992 | $246.3M | 0.11% | −20,176−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,808,015 | $246.5M | 0.53% | −58,107−1.5% | Reduced |
| Wells Fargo & Company | 3,874,730 | $250.8M | 0.08% | −257,206−6.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,045,353 | $326.5M | 0.82% | −217,818−4.1% | Reduced |
| Goldman Sachs Group Inc | 5,074,147 | $328.4M | 0.08% | +702,018+16.1% | Added |
| Pictet Asset Management Holding SA | 5,373,615 | $347.8M | 0.43% | +5,373,615 | New |
| Nuveen Asset Management, LLC | 5,383,652 | $348.4M | 0.12% | +125,712+2.4% | Added |
| Invesco Ltd. | 5,697,140 | $368.7M | 0.10% | −19,689−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 5,978,149 | $386.9M | 0.11% | +89,902+1.5% | Added |
| California Public Employees Retirement System | 6,633,556 | $429.3M | 0.37% | −16,475−0.2% | Reduced |
| Bank of America Corp | 6,777,433 | $438.6M | 0.05% | −103,416−1.5% | Reduced |
| Federated Hermes, Inc. | 6,783,135 | $439.0M | 1.17% | −17,104−0.3% | Reduced |
| JPMorgan Chase & Co | 7,494,134 | $485.0M | 0.06% | +2,859,801+61.7% | Added |
| Ameriprise Financial Inc | 7,547,188 | $488.5M | 0.16% | +2,096,988+38.5% | Added |
| Bank of New York Mellon Corp | 8,209,785 | $531.3M | 0.12% | −310,604−3.6% | Reduced |
| Norges Bank | 8,887,640 | $575.2M | 0.12% | +240,914+2.8% | Added |
| Legal & General Group Plc | 9,010,308 | $583.1M | 0.20% | −362,563−3.9% | Reduced |