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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 624,178 | $40.4M | 0.15% | −31,103−4.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 618,475 | $40.0M | 0.16% | −14,296−2.3% | Reduced |
| State of Wisconsin Investment Board | 580,186 | $37.5M | 0.12% | −61,464−9.6% | Reduced |
| Public Employees Retirement System of Ohio | 561,729 | $36.4M | 0.16% | −48,610−8.0% | Reduced |
| The PNC Financial Services Group, Inc. | 558,262 | $36.1M | 0.03% | −12,562−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 547,785 | $35.5M | 0.08% | −142,197−20.6% | Reduced |
| Voya Investment Management LLC | 544,197 | $35.2M | 0.04% | −4,220−0.8% | Reduced |
| Vaughan David Investments LLC | 543,063 | $35.1M | 1.06% | +14,703+2.8% | Added |
| Capital Investment Advisors, LLC | 541,936 | $35.1M | 0.97% | +1,259+0.2% | Added |
| Asset Management One Co.,Ltd. | 533,736 | $34.5M | 0.15% | +3,847+0.7% | Added |
| Great West Life Assurance Co | 517,260 | $33.5M | 0.08% | −1,644−0.3% | Reduced |
| Toronto Dominion Bank | 515,896 | $33.4M | 0.06% | −5,934−1.1% | Reduced |
| EP Wealth Advisors, LLC | 503,103 | $32.6M | 0.51% | +311,103+162.0% | Added |
| State of Tennessee, Treasury Department | 501,917 | $32.5M | 0.13% | +216,378+75.8% | Added |
| Mackenzie Financial Corp | 497,828 | $31.9M | 0.05% | −260,984−34.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 490,357 | $31.7M | 0.29% | +482,440+6,093.7% | Added |
| Treasurer of the State of North Carolina | 479,084 | $31.0M | 0.17% | +2,440+0.5% | Added |
| Gabelli Funds LLC | 459,000 | $29.7M | 0.24% | +2,300+0.5% | Added |
| Jane Street Group, LLC | 458,927 | $29.7M | 0.05% | +57,900+14.4% | Added |
| Hyman Charles D | 451,232 | $29.2M | 1.90% | +663+0.1% | Added |
| Magellan Asset Management Ltd | 449,187 | $29.1M | 0.31% | +18,754+4.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 445,777 | $28.9M | 0.13% | +41,668+10.3% | Added |
| Edgar Lomax Co | 435,762 | $28.2M | 1.92% | −7,940−1.8% | Reduced |
| Bollard Group LLC | 435,724 | $28.2M | 1.04% | +4,224+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 429,580 | $27.8M | 0.09% | +424,490+8,339.7% | Added |
| Crawford Investment Counsel Inc | 423,030 | $27.4M | 0.59% | +94,329+28.7% | Added |
| Janney Montgomery Scott LLC | 414,416 | $26.8M | 0.10% | +23,435+6.0% | Added |
| HITE Hedge Asset Management LLC | 412,388 | $26.7M | 2.87% | +412,388 | New |
| Allspring Global Investments Holdings, LLC | 404,442 | $26.2M | 0.05% | −97,988−19.5% | Reduced |
| US Bancorp | 388,966 | $25.2M | 0.04% | +10,975+2.9% | Added |
| Mariner, LLC | 374,864 | $24.3M | 0.07% | +21,570+6.1% | Added |
| IFM Investors Pty Ltd | 360,480 | $23.3M | 0.31% | +19,492+5.7% | Added |
| GW Henssler & Associates Ltd | 359,248 | $23.3M | 1.59% | −6,049−1.7% | Reduced |
| Liberty One Investment Management, LLC | 352,433 | $22.8M | 3.31% | −51,455−12.7% | Reduced |
| TD Asset Management Inc | 351,718 | $22.8M | 0.03% | −8,795−2.4% | Reduced |
| STRS Ohio | 340,417 | $22.0M | 0.10% | −4,520−1.3% | Reduced |
| United Capital Financial Advisers, LLC | 334,494 | $21.6M | 0.14% | −5,224−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 334,006 | $21.6M | 0.10% | −3,505−1.0% | Reduced |
| Teacher Retirement System of Texas | 332,683 | $21.5M | 0.14% | −6,643−2.0% | Reduced |
| Alps Advisors Inc | 332,109 | $21.5M | 0.18% | +6,859+2.1% | Added |
| Hennessy Advisors Inc | 328,300 | $21.2M | 1.49% | −1,900−0.6% | Reduced |
| MML Investors Services, LLC | 323,992 | $21.0M | 0.12% | −27,210−7.7% | Reduced |
| Forsta Ap-Fonden | 316,500 | $20.5M | 0.23% | +12,900+4.2% | Added |
| Norris Perne & French LLP | 316,051 | $20.5M | 1.79% | +2,354+0.8% | Added |
| Mn Services Vermogensbeheer B.V. | 310,800 | $20.1M | 0.19% | +4,800+1.6% | Added |
| Arizona State Retirement System | 308,641 | $20.0M | 0.17% | −3,364−1.1% | Reduced |
| Baird Financial Group, Inc. | 308,370 | $20.0M | 0.05% | −4,347−1.4% | Reduced |
| CI Private Wealth, LLC | 306,876 | $19.9M | 0.05% | +8,038+2.7% | Added |
| Van Eck Associates Corp | 299,997 | $19.4M | 0.04% | −16,190−5.1% | Reduced |
| State of Michigan Retirement System | 298,923 | $19.3M | 0.13% | −900−0.3% | Reduced |
| First Horizon Advisors, Inc. | 297,256 | $19.2M | 0.70% | +4,089+1.4% | Added |
| Creative Planning | 295,850 | $19.1M | 0.03% | +12,570+4.4% | 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 |
| CIBC Asset Management Inc | 286,367 | $18.5M | 0.08% | +80,065+38.8% | Added |
| Cahaba Wealth Management, Inc. | 285,545 | $18.5M | 2.04% | +20,340+7.7% | Added |
| Comerica Bank | 281,707 | $18.2M | 0.09% | +260,807+1,247.9% | Added |
| AE Wealth Management LLC | 280,559 | $18.2M | 0.11% | +3,627+1.3% | Added |
| American Century Companies Inc | 280,345 | $18.1M | 0.01% | −54,103−16.2% | Reduced |
| American International Group, Inc. | 279,365 | $18.1M | 0.12% | −6,183−2.2% | Reduced |
| Amalgamated Bank | 278,107 | $18.0M | 0.15% | −2,944−1.0% | Reduced |
| Capital International Inc | 278,039 | $18.0M | 0.34% | +9,688+3.6% | Added |
| Captrust Financial Advisors | 271,314 | $17.6M | 0.07% | −9,325−3.3% | Reduced |
| MetLife Investment Management | 269,729 | $17.5M | 0.14% | −7,024−2.5% | Reduced |
| SG Americas Securities, LLC | 265,059 | $17.2M | 0.23% | +180,566+213.7% | Added |
| DnB Asset Management AS | 260,713 | $16.9M | 0.10% | +2,128+0.8% | Added |
| Standard Life Aberdeen plc | 260,110 | $16.8M | 0.04% | −7,645−2.9% | Reduced |
| Public Sector Pension Investment Board | 253,929 | $16.4M | 0.12% | +14,203+5.9% | Added |
| Regions Financial Corp | 251,942 | $16.3M | 0.15% | −4,778−1.9% | Reduced |
| Retirement Systems of Alabama | 246,584 | $16.0M | 0.07% | −1,238−0.5% | Reduced |
| Financial Counselors Inc | 243,238 | $15.7M | 0.31% | +2,569+1.1% | Added |
| Verity & Verity, LLC | 237,181 | $15.4M | 1.92% | +3,921+1.7% | Added |
| Davidson Investment Advisors | 236,995 | $15.3M | 0.98% | +469+0.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 231,522 | $15.0M | 0.98% | −79,478−25.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 231,005 | $15.0M | 1.37% | +1,657+0.7% | Added |
| Moran Wealth Management, LLC | 229,536 | $14.9M | 0.58% | +8,314+3.8% | Added |
| Wade G W & Inc | 227,277 | $14.7M | 0.55% | +1,949+0.9% | Added |
| Texas Permanent School Fund | 225,333 | $14.6M | 0.14% | −3,314−1.4% | Reduced |
| USS Investment Management Ltd | 221,977 | $14.4M | 0.16% | +18,751+9.2% | Added |
| CWA Asset Management Group, LLC | 219,822 | $14.2M | 1.05% | +6,792+3.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 218,977 | $14.2M | 0.04% | −9,973−4.4% | Reduced |
| Calamos Advisors LLC | 217,027 | $14.0M | 0.08% | −1030.0% | Reduced |
| Janus Henderson Group PLC | 215,351 | $13.9M | 0.01% | −52,885−19.7% | Reduced |
| Vestcor Inc | 214,614 | $13.9M | 0.51% | +40,877+23.5% | Added |
| Richard C. Young & CO., LTD. | 211,926 | $13.7M | 1.95% | +1,393+0.7% | Added |
| Crossmark Global Holdings, Inc. | 203,948 | $13.6M | 0.31% | +2,525+1.3% | Added |
| Cetera Investment Advisers | 206,245 | $13.3M | 0.12% | −10,613−4.9% | Reduced |
| Cetera Advisor Networks LLC | 206,023 | $13.3M | 0.08% | +2,702+1.3% | Added |
| Kestra Advisory Services, LLC | 202,652 | $13.1M | 0.13% | −26,289−11.5% | Reduced |
| Covalis Capital LLP | 199,961 | $12.9M | 2.29% | +43,169+27.5% | Added |
| Nichols & Pratt Advisers LLP | 196,232 | $12.7M | 0.96% | −4,317−2.2% | Reduced |
| Agf Management Ltd | 194,980 | $12.6M | 0.09% | −1,714−0.9% | Reduced |
| Czech National Bank | 190,606 | $12.3M | 0.20% | +61,525+47.7% | Added |
| AQR Capital Management LLC | 188,409 | $12.2M | 0.03% | +10,991+6.2% | Added |
| Utah Retirement Systems | 187,472 | $12.1M | 0.17% | +400+0.2% | Added |
| Schroder Investment Management Group | 186,246 | $12.1M | 0.02% | −10,226−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 185,232 | $12.0M | 0.05% | +6,997+3.9% | Added |
| Cornerstone Capital, Inc. | 184,875 | $12.0M | 1.44% | −3,095−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 183,065 | $11.8M | 0.02% | −5,504−2.9% | Reduced |
| Core Alternative Capital | 182,035 | $11.8M | 1.82% | −15,962−8.1% | Reduced |