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 5 sales; 2,371 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 558,967 | $39.2M | 1.07% | +15,904+2.9% | Added |
| The PNC Financial Services Group, Inc. | 543,805 | $38.1M | 0.03% | −14,457−2.6% | Reduced |
| Capital Investment Advisors, LLC | 542,087 | $38.0M | 0.95% | +1510.0% | Added |
| Voya Investment Management LLC | 538,666 | $37.8M | 0.04% | −5,531−1.0% | Reduced |
| Bank of Nova Scotia | 538,625 | $37.8M | 0.07% | +431,101+400.9% | Added |
| EP Wealth Advisors, LLC | 531,479 | $37.3M | 0.48% | +28,376+5.6% | Added |
| Asset Management One Co.,Ltd. | 517,079 | $36.3M | 0.15% | −16,657−3.1% | Reduced |
| Great West Life Assurance Co | 518,596 | $36.2M | 0.08% | +1,336+0.3% | Added |
| State of Tennessee, Treasury Department | 514,766 | $36.1M | 0.14% | +12,849+2.6% | Added |
| GWM Advisors LLC | 505,986 | $35.4M | 0.34% | +395,740+359.0% | Added |
| Allspring Global Investments Holdings, LLC | 502,171 | $35.2M | 0.06% | +97,729+24.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 494,000 | $34.6M | 0.12% | +494,000 | New |
| Treasurer of the State of North Carolina | 483,804 | $33.9M | 0.16% | +4,720+1.0% | Added |
| Capital International Inc | 454,253 | $31.9M | 0.50% | +176,214+63.4% | Added |
| Standard Life Aberdeen plc | 448,924 | $31.5M | 0.07% | +188,814+72.6% | Added |
| Magellan Asset Management Ltd | 447,883 | $31.4M | 0.31% | −1,304−0.3% | Reduced |
| Hyman Charles D | 447,234 | $31.4M | 1.88% | −3,998−0.9% | Reduced |
| Gabelli Funds LLC | 442,950 | $31.1M | 0.24% | −16,050−3.5% | Reduced |
| Bollard Group LLC | 439,737 | $30.8M | 1.07% | +4,013+0.9% | Added |
| US Bancorp | 438,927 | $30.8M | 0.05% | +49,961+12.8% | Added |
| Mackenzie Financial Corp | 434,000 | $30.4M | 0.05% | −63,828−12.8% | Reduced |
| Edgar Lomax Co | 429,762 | $30.1M | 1.97% | −6,000−1.4% | Reduced |
| Susquehanna International Group, LLP | 426,526 | $29.9M | 0.05% | −1,173,477−73.3% | Reduced |
| Crawford Investment Counsel Inc | 423,614 | $29.7M | 0.60% | +584+0.1% | Added |
| Korea Investment CORP | 423,465 | $29.7M | 0.08% | −240,802−36.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 404,303 | $28.3M | 0.50% | +404,303 | New |
| Janney Montgomery Scott LLC | 395,788 | $27.8M | 0.09% | −18,628−4.5% | Reduced |
| Norris Perne & French LLP | 383,601 | $26.9M | 2.08% | +67,550+21.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 375,553 | $26.3M | 0.11% | −70,224−15.8% | Reduced |
| TD Asset Management Inc | 373,932 | $26.2M | 0.03% | +22,214+6.3% | Added |
| Mariner, LLC | 365,213 | $25.6M | 0.06% | −9,651−2.6% | Reduced |
| Liberty One Investment Management, LLC | 362,786 | $25.4M | 3.14% | +10,353+2.9% | Added |
| IFM Investors Pty Ltd | 359,162 | $25.2M | 0.31% | −1,318−0.4% | Reduced |
| GW Henssler & Associates Ltd | 357,205 | $25.0M | 1.65% | −2,043−0.6% | Reduced |
| Millennium Management LLC | 350,131 | $24.6M | 0.02% | −596,291−63.0% | Reduced |
| Nomura Asset Management Co Ltd | 344,773 | $24.2M | 0.10% | +10,767+3.2% | Added |
| MML Investors Services, LLC | 343,206 | $24.1M | 0.11% | +19,214+5.9% | Added |
| Baird Financial Group, Inc. | 341,411 | $23.9M | 0.05% | +33,041+10.7% | Added |
| CIBC World Markets Corp | 335,380 | $23.5M | 0.13% | +275,188+457.2% | Added |
| STRS Ohio | 330,174 | $23.2M | 0.10% | −10,243−3.0% | Reduced |
| Tudor Investment Corp Et Al | 326,409 | $22.9M | 0.32% | +326,409 | New |
| CI Private Wealth, LLC | 322,915 | $22.6M | 0.04% | +16,039+5.2% | Added |
| DnB Asset Management AS | 322,572 | $22.6M | 0.12% | +61,859+23.7% | Added |
| Jane Street Group, LLC | 321,260 | $22.5M | 0.03% | −137,667−30.0% | Reduced |
| Hennessy Advisors Inc | 317,900 | $22.3M | 1.12% | −10,400−3.2% | Reduced |
| American Century Companies Inc | 316,013 | $22.2M | 0.02% | +35,668+12.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 309,566 | $21.7M | 0.06% | −120,014−27.9% | Reduced |
| Creative Planning | 308,976 | $21.7M | 0.04% | +13,126+4.4% | Added |
| Arizona State Retirement System | 306,819 | $21.5M | 0.16% | −1,822−0.6% | Reduced |
| First Horizon Advisors, Inc. | 298,966 | $21.0M | 0.69% | +1,710+0.6% | Added |
| State of Michigan Retirement System | 298,623 | $20.9M | 0.12% | −300−0.1% | Reduced |
| Cahaba Wealth Management, Inc. | 296,281 | $20.8M | 2.06% | +10,736+3.8% | Added |
| Mn Services Vermogensbeheer B.V. | 294,400 | $20.6M | 0.19% | −16,400−5.3% | Reduced |
| Brinker Capital Investments, LLC | 282,966 | $20.4M | 0.24% | −7,424−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 282,966 | $20.4M | 0.24% | −7,424−2.6% | Reduced |
| Captrust Financial Advisors | 283,292 | $19.9M | 0.07% | +11,978+4.4% | Added |
| Van Eck Associates Corp | 283,206 | $19.9M | 0.04% | −16,791−5.6% | Reduced |
| Regions Financial Corp | 281,909 | $19.8M | 0.16% | +29,967+11.9% | Added |
| American International Group, Inc. | 277,019 | $19.4M | 0.08% | −2,346−0.8% | Reduced |
| Qube Research & Technologies Ltd | 276,143 | $19.4M | 0.04% | +276,143 | New |
| CIBC Asset Management Inc | 274,398 | $19.2M | 0.07% | −11,969−4.2% | Reduced |
| Comerica Bank | 270,403 | $19.0M | 0.09% | −11,304−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 265,510 | $18.6M | 0.03% | +246,305+1,282.5% | Added |
| Amalgamated Bank | 265,042 | $18.6M | 0.15% | −13,065−4.7% | Reduced |
| MetLife Investment Management | 264,742 | $18.6M | 0.13% | −4,987−1.8% | Reduced |
| AE Wealth Management LLC | 265,765 | $18.4M | 0.09% | −14,794−5.3% | Reduced |
| Teacher Retirement System of Texas | 251,813 | $17.7M | 0.12% | −80,870−24.3% | Reduced |
| Forsta Ap-Fonden | 251,700 | $17.6M | 0.18% | −64,800−20.5% | Reduced |
| Voloridge Investment Management, LLC | 245,942 | $17.2M | 0.07% | +245,942 | New |
| Financial Counselors Inc | 242,020 | $17.0M | 0.30% | −1,218−0.5% | Reduced |
| Retirement Systems of Alabama | 240,362 | $16.9M | 0.07% | −6,222−2.5% | Reduced |
| Verity & Verity, LLC | 238,990 | $16.8M | 1.92% | +1,809+0.8% | Added |
| Kestra Advisory Services, LLC | 237,719 | $16.7M | 0.14% | +35,067+17.3% | Added |
| Fukoku Mutual Life Insurance Co | 236,387 | $16.6M | 1.38% | +5,382+2.3% | Added |
| Davidson Investment Advisors | 235,506 | $16.5M | 0.95% | −1,489−0.6% | Reduced |
| Wade G W & Inc | 231,291 | $16.2M | 0.53% | +4,014+1.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 229,139 | $16.1M | 0.59% | +229,139 | New |
| Sabal Trust CO | 225,182 | $15.8M | 0.97% | +225,182 | New |
| Texas Permanent School Fund | 225,179 | $15.8M | 0.14% | −154−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 223,039 | $15.6M | 0.19% | +42,174+23.3% | Added |
| Cetera Advisor Networks LLC | 221,282 | $15.5M | 0.09% | +15,259+7.4% | Added |
| Renaissance Technologies LLC | 218,400 | $15.3M | 0.02% | +218,400 | New |
| Calamos Advisors LLC | 218,349 | $15.3M | 0.08% | +1,322+0.6% | Added |
| Richard C. Young & CO., LTD. | 215,797 | $15.1M | 2.03% | +3,871+1.8% | Added |
| Citadel Advisors LLC | 215,779 | $15.1M | 0.02% | −467,856−68.4% | Reduced |
| CWA Asset Management Group, LLC | 215,196 | $15.1M | 1.03% | −4,626−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 210,414 | $14.8M | 0.31% | +6,466+3.2% | Added |
| Stephens Inc | 208,991 | $14.7M | 0.25% | +46,918+28.9% | Added |
| Cetera Investment Advisers | 204,406 | $14.3M | 0.12% | −1,839−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 201,204 | $14.1M | 0.04% | −17,773−8.1% | Reduced |
| Lockheed Martin Investment Management Co | 199,500 | $14.0M | 1.00% | +129,000+183.0% | Added |
| Hudson Bay Capital Management LP | 196,207 | $13.8M | 0.12% | +83,332+73.8% | Added |
| Graham Capital Management, L.P. | 194,753 | $13.7M | 0.43% | +191,192+5,369.1% | Added |
| AQR Capital Management LLC | 195,412 | $13.6M | 0.03% | +7,003+3.7% | Added |
| Nichols & Pratt Advisers LLP | 194,227 | $13.6M | 0.97% | −2,005−1.0% | Reduced |
| Janus Henderson Group PLC | 192,780 | $13.5M | 0.01% | −22,571−10.5% | Reduced |
| Czech National Bank | 191,015 | $13.4M | 0.19% | +409+0.2% | Added |
| Utah Retirement Systems | 189,072 | $13.3M | 0.17% | +1,600+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 186,963 | $13.1M | 0.05% | +1,731+0.9% | Added |
| SG Americas Securities, LLC | 186,013 | $13.0M | 0.14% | −79,046−29.8% | Reduced |