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, Q4 2023
Institutional positions in Southern Co as of Dec 31, 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
- 1,838
- +155 vs. Q3 2023
- Shares held
- 700.8M
- +8.38M (+1.2%) vs. Q3 2023
- Total value
- $49.1B
- +$4.32B (+9.6%) vs. Q3 2023
- New holders
- 241
- 648 more added
- Sold out
- 86
- 711 more reduced
30 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 99,608,563 | $6.98B | 0.15% | +35,8980.0% | Added |
| BlackRock Inc. | 77,732,498 | $5.45B | 0.14% | +104,505+0.1% | Added |
| State Street Corp | 63,606,390 | $4.46B | 0.22% | +803,945+1.3% | Added |
| FMR LLC | 36,298,518 | $2.55B | 0.20% | −2,608,242−6.7% | Reduced |
| Price T Rowe Associates Inc | 29,900,452 | $2.10B | 0.28% | −4,386,524−12.8% | Reduced |
| Massachusetts Financial Services Co | 25,419,616 | $1.78B | 0.58% | −684,281−2.6% | Reduced |
| Geode Capital Management, LLC | 20,516,976 | $1.43B | 0.15% | +393,102+2.0% | Added |
| JPMorgan Chase & Co | 19,518,379 | $1.37B | 0.14% | +12,024,245+160.4% | Added |
| Capital International Investors | 16,444,163 | $1.15B | 0.26% | +5,707,845+53.2% | Added |
| Franklin Resources Inc | 15,658,870 | $1.10B | 0.51% | −25,922−0.2% | Reduced |
| Northern Trust Corp | 10,707,042 | $750.8M | 0.14% | −30,801−0.3% | Reduced |
| Morgan Stanley | 10,578,520 | $741.8M | 0.07% | +767,213+7.8% | Added |
| Legal & General Group Plc | 9,060,972 | $635.4M | 0.20% | +50,664+0.6% | Added |
| Norges Bank | 8,999,828 | $631.1M | 0.11% | +112,188+1.3% | Added |
| Ameriprise Financial Inc | 7,910,276 | $554.7M | 0.17% | +363,088+4.8% | Added |
| Bank of New York Mellon Corp | 7,566,672 | $530.6M | 0.11% | −643,113−7.8% | Reduced |
| Bank of America Corp | 7,384,369 | $517.8M | 0.06% | +606,936+9.0% | Added |
| California Public Employees Retirement System | 6,554,659 | $459.6M | 0.35% | −78,897−1.2% | Reduced |
| Federated Hermes, Inc. | 6,175,189 | $433.0M | 1.07% | −607,946−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 6,089,460 | $427.0M | 0.11% | +111,311+1.9% | Added |
| Nuveen Asset Management, LLC | 5,857,306 | $425.5M | 0.14% | +473,654+8.8% | Added |
| Invesco Ltd. | 5,822,430 | $408.3M | 0.10% | +125,290+2.2% | Added |
| Pictet Asset Management Holding SA | 5,355,009 | $375.5M | 0.41% | −18,606−0.3% | Reduced |
| Goldman Sachs Group Inc | 5,342,394 | $374.6M | 0.08% | +268,247+5.3% | Added |
| UBS Asset Management Americas Inc | 4,655,674 | $326.5M | 0.13% | +850,682+22.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,577,501 | $321.1M | 0.76% | −467,852−9.3% | Reduced |
| Ensign Peak Advisors, Inc | 4,272,732 | $299.6M | 0.59% | +464,717+12.2% | Added |
| Wells Fargo & Company | 3,938,521 | $276.2M | 0.08% | +63,791+1.6% | Added |
| Royal Bank of Canada | 3,556,003 | $249.3M | 0.06% | +359,571+11.2% | Added |
| Wellington Management Group LLP | 3,529,052 | $247.5M | 0.05% | +934,447+36.0% | Added |
| Barclays PLC | 3,463,547 | $242.9M | 0.13% | +1,346,445+63.6% | Added |
| Swiss National Bank | 3,410,200 | $239.1M | 0.18% | −97,100−2.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,773,086 | $194.4M | 0.14% | −11,573−0.4% | Reduced |
| ClearBridge Investments Ltd | 2,771,242 | $194.3M | 5.44% | −55,697−2.0% | Reduced |
| Cohen & Steers, Inc. | 2,503,670 | $175.6M | 0.36% | −9,121−0.4% | Reduced |
| Envestnet Asset Management Inc | 2,487,028 | $174.4M | 0.07% | +6,223+0.3% | Added |
| Jennison Associates LLC | 2,397,784 | $168.1M | 0.13% | −3,817−0.2% | Reduced |
| UBS Group AG | 2,325,719 | $163.1M | 0.07% | +142,497+6.5% | Added |
| First Trust Advisors LP | 2,316,630 | $162.4M | 0.18% | −345,429−13.0% | Reduced |
| Bank of Montreal | 2,112,230 | $151.4M | 0.08% | +239,235+12.8% | Added |
| Rhumbline Advisers | 2,119,903 | $148.6M | 0.16% | −2,037−0.1% | Reduced |
| National Pension Service | 2,085,865 | $146.3M | 0.20% | +59,195+2.9% | Added |
| LPL Financial LLC | 2,085,459 | $146.2M | 0.09% | +56,920+2.8% | Added |
| Raymond James & Associates | 2,061,760 | $144.6M | 0.11% | −14,639−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,050,200 | $143.8M | 1.04% | +32,795+1.6% | Added |
| Dimensional Fund Advisors LP | 1,978,884 | $138.8M | 0.04% | +18,841+1.0% | Added |
| Amundi | 1,877,054 | $134.9M | 0.06% | −14,637−0.8% | Reduced |
| Deutsche Bank AG | 1,859,613 | $130.4M | 0.07% | +434,729+30.5% | Added |
| Confluence Investment Management LLC | 1,816,728 | $127.4M | 1.80% | −29,551−1.6% | Reduced |
| Canada Pension Plan Investment Board | 1,712,201 | $120.1M | 0.15% | −194,456−10.2% | Reduced |
| APG Asset Management N.V. | 1,829,151 | $116.1M | 0.23% | +109,977+6.4% | Added |
| Synovus Financial Corp | 1,597,302 | $112.0M | 1.59% | −117,263−6.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,596,559 | $112.0M | 0.07% | −203,052−11.3% | Reduced |
| Duff & Phelps Investment Management Co | 1,589,167 | $111.4M | 1.34% | +77,194+5.1% | Added |
| Marshall Wace, LLP | 1,578,191 | $110.7M | 0.21% | +1,561,891+9,582.2% | Added |
| California State Teachers Retirement System | 1,553,524 | $108.9M | 0.15% | −52,064−3.2% | Reduced |
| HSBC Holdings PLC | 1,537,932 | $107.7M | 0.10% | +122,776+8.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,434,400 | $100.6M | 0.21% | −49,900−3.4% | Reduced |
| Capital Research Global Investors | 1,429,980 | $100.3M | 0.02% | −8,043,335−84.9% | Reduced |
| Russell Investments Group, Ltd. | 1,343,405 | $94.2M | 0.17% | −8,429−0.6% | Reduced |
| Victory Capital Management Inc | 1,309,068 | $91.8M | 0.10% | −8,295−0.6% | Reduced |
| Principal Financial Group Inc | 1,294,450 | $90.8M | 0.06% | −4,985−0.4% | Reduced |
| New York State Common Retirement Fund | 1,292,556 | $90.6M | 0.13% | −126,470−8.9% | Reduced |
| Empower Advisory Group, LLC | 1,288,278 | $90.3M | 0.36% | +39,371+3.2% | Added |
| Energy Income Partners, LLC | 1,263,673 | $88.6M | 1.91% | +429,653+51.5% | Added |
| Alliancebernstein L.P. | 1,231,479 | $86.4M | 0.03% | +2,271+0.2% | Added |
| State Board of Administration of Florida Retirement System | 1,212,391 | $85.0M | 0.18% | −6,928−0.6% | Reduced |
| Zacks Investment Management | 1,203,585 | $84.4M | 1.04% | −32,433−2.6% | Reduced |
| Balyasny Asset Management LLC | 1,194,366 | $83.7M | 0.23% | +221,452+22.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,092,685 | $78.9M | 0.14% | +57,831+5.6% | Added |
| Stifel Financial Corp | 1,080,994 | $75.8M | 0.10% | +6,108+0.6% | Added |
| New York State Teachers Retirement System | 1,064,260 | $74.6M | 0.17% | −59,302−5.3% | Reduced |
| Macquarie Group Ltd | 1,050,823 | $73.7M | 0.09% | +84,470+8.7% | Added |
| HighTower Advisors, LLC | 1,011,654 | $71.0M | 0.12% | −26,278−2.5% | Reduced |
| Stonegate Investment Group, LLC | 987,632 | $69.3M | 2.29% | +2,656+0.3% | Added |
| National Bank of Canada | 942,786 | $67.4M | 0.12% | +85,921+10.0% | Added |
| Commonwealth Equity Services, LLC | 959,030 | $67.2M | 0.12% | +11,755+1.2% | Added |
| Natixis Advisors, L.P. | 941,190 | $66.0M | 0.17% | +36,572+4.0% | Added |
| Credit Suisse AG | 929,489 | $65.2M | 0.06% | −18,557−2.0% | Reduced |
| Truist Financial Corp | 912,067 | $64.0M | 0.10% | −69,634−7.1% | Reduced |
| Reaves W H & Co Inc | 876,751 | $61.5M | 2.23% | +27,105+3.2% | Added |
| Prudential Financial Inc | 839,093 | $59.0M | 0.09% | −147,910−15.0% | Reduced |
| InterOcean Capital Group, LLC | 815,482 | $57.2M | 1.54% | +33,795+4.3% | Added |
| Mawer Investment Management Ltd. | 813,072 | $57.0M | 0.29% | +12,849+1.6% | Added |
| Boston Partners | 811,806 | $56.9M | 0.08% | +811,806 | New |
| Advisor Group Holdings, Inc. | 810,131 | $56.8M | 0.10% | −263,730−24.6% | Reduced |
| Cbre Clarion Securities LLC | 803,547 | $56.3M | 1.02% | −281,730−26.0% | Reduced |
| Welch Group, LLC | 777,822 | $54.5M | 2.94% | +8,185+1.1% | Added |
| Old Republic International Corporation | 766,000 | $53.7M | 2.02% | −9,500−1.2% | Reduced |
| Clark Capital Management Group, Inc. | 728,363 | $51.1M | 0.42% | −8,498−1.2% | Reduced |
| SEI Investments Co | 720,179 | $50.5M | 0.08% | −31,516−4.2% | Reduced |
| Capital Advisors Inc | 711,227 | $49.9M | 1.12% | −29,295−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 693,223 | $48.6M | 0.08% | +31,203+4.7% | Added |
| BNP Paribas Arbitrage, SA | 657,386 | $46.1M | 0.08% | +109,601+20.0% | Added |
| Toronto Dominion Bank | 650,338 | $45.6M | 0.07% | +134,442+26.1% | Added |
| State of New Jersey Common Pension Fund D | 624,178 | $43.8M | 0.15% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 614,703 | $43.1M | 0.15% | −3,772−0.6% | Reduced |
| Citigroup Inc | 597,071 | $41.9M | 0.06% | −409,792−40.7% | Reduced |
| State of Wisconsin Investment Board | 574,167 | $40.3M | 0.11% | −6,019−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 561,944 | $39.4M | 0.16% | +2150.0% | Added |