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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 185,520 | $13.0M | 0.12% | −36,457−16.4% | Reduced |
| Becker Capital Management Inc | 185,060 | $13.0M | 0.47% | +22,797+14.0% | Added |
| Cerity Partners LLC | 184,329 | $12.9M | 0.04% | +20,692+12.6% | Added |
| Schroder Investment Management Group | 182,196 | $12.8M | 0.02% | −4,050−2.2% | Reduced |
| Calamos Wealth Management LLC | 181,376 | $12.7M | 0.80% | +151,492+506.9% | Added |
| Northwestern Mutual Wealth Management Co | 177,164 | $12.4M | 0.01% | −5,901−3.2% | Reduced |
| Cornerstone Capital, Inc. | 176,719 | $12.4M | 1.36% | −8,156−4.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 176,500 | $12.4M | 0.17% | +10,500+6.3% | Added |
| Eagle Ridge Investment Management | 175,062 | $12.3M | 1.20% | −1,018−0.6% | Reduced |
| Mercer Global Advisors Inc | 174,605 | $12.2M | 0.04% | +4,413+2.6% | Added |
| Leavell Investment Management, Inc. | 173,624 | $12.2M | 0.77% | +4,257+2.5% | Added |
| Yousif Capital Management, LLC | 171,714 | $12.0M | 0.14% | −7,581−4.2% | Reduced |
| Eventide Asset Management, LLC | 169,005 | $11.9M | 0.19% | +169,005 | New |
| Mirae Asset Global Investments Co., Ltd. | 165,399 | $11.6M | 0.02% | −4,670−2.7% | Reduced |
| Cornerstone Wealth Group, LLC | 164,070 | $11.5M | 1.65% | +102,924+168.3% | Added |
| Capital Group Private Client Services, Inc. | 163,632 | $11.5M | 0.12% | +163,632 | New |
| Aptus Capital Advisors, LLC | 163,515 | $11.5M | 0.34% | −11,991−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 162,385 | $11.4M | 0.05% | −5,603−3.3% | Reduced |
| M&T Bank Corp | 157,813 | $11.1M | 0.04% | +2,117+1.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 157,511 | $11.0M | 1.16% | −74,011−32.0% | Reduced |
| DekaBank Deutsche Girozentrale | 157,721 | $11.0M | 0.02% | +17,120+12.2% | Added |
| State of Alaska, Department of Revenue | 156,660 | $11.0M | 0.13% | −5,090−3.1% | Reduced |
| HB Wealth Management, LLC | 156,190 | $11.0M | 0.16% | −7,240−4.4% | Reduced |
| New York Life Investment Management LLC | 154,686 | $10.8M | 0.11% | −1,155−0.7% | Reduced |
| Rockland Trust Co | 153,826 | $10.8M | 0.59% | −7,226−4.5% | Reduced |
| CWM, LLC | 153,743 | $10.8M | 0.06% | +27,809+22.1% | Added |
| Rockefeller Capital Management L.P. | 151,870 | $10.6M | 0.04% | +33,814+28.6% | Added |
| Nisa Investment Advisors, LLC | 148,996 | $10.4M | 0.07% | +11,196+8.1% | Added |
| Bridgeworth, LLC | 148,511 | $10.4M | 1.03% | +5,204+3.6% | Added |
| Caisse de Depot Et Placement du Quebec | 147,676 | $10.4M | 0.03% | +138,296+1,474.4% | Added |
| Pathstone Holdings, LLC | 147,267 | $10.3M | 0.06% | +147,267 | New |
| ProShare Advisors LLC | 146,493 | $10.3M | 0.03% | −13,608−8.5% | Reduced |
| Core Alternative Capital | 146,073 | $10.2M | 1.76% | −35,962−19.8% | Reduced |
| Mutual of America Capital Management LLC | 145,887 | $10.2M | 0.12% | −6,664−4.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 140,916 | $10.2M | 1.04% | +3,250+2.4% | Added |
| Bragg Financial Advisors, Inc | 144,591 | $10.1M | 0.48% | +3,199+2.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 143,934 | $10.1M | 0.20% | +98,068+213.8% | Added |
| Tower Research Capital LLC (TRC) | 143,495 | $10.1M | 0.12% | +63,309+79.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 143,000 | $10.0M | 0.04% | +15,644+12.3% | Added |
| Cullinan Associates Inc | 141,362 | $9.91M | 0.55% | +65,135+85.4% | Added |
| Pinnacle Financial Partners Inc | 140,741 | $9.87M | 0.23% | −4,774−3.3% | Reduced |
| Atria Investments LLC | 140,190 | $9.83M | 0.15% | +10,093+7.8% | Added |
| CCM Investment Advisers LLC | 139,795 | $9.80M | 1.21% | −32,563−18.9% | Reduced |
| Xponance, Inc. | 138,395 | $9.70M | 0.12% | +8,662+6.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 133,177 | $9.34M | 0.12% | +3,500+2.7% | Added |
| Morgan Dempsey Capital Management LLC | 133,078 | $9.33M | 2.86% | −7,077−5.0% | Reduced |
| Agf Management Ltd | 131,892 | $9.25M | 0.05% | −63,088−32.4% | Reduced |
| CIBC Private Wealth Group, LLC | 131,279 | $9.21M | 0.02% | +2,804+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 131,000 | $9.19M | 0.02% | −5,961−4.4% | Reduced |
| Keybank National Association | 130,510 | $9.15M | 0.04% | −3,054−2.3% | Reduced |
| Vestcor Inc | 129,447 | $9.08M | 0.31% | −85,167−39.7% | Reduced |
| Nissay Asset Management Corp | 128,410 | $9.00M | 0.07% | +4,768+3.9% | Added |
| Public Sector Pension Investment Board | 128,051 | $8.98M | 0.07% | −125,878−49.6% | Reduced |
| Bell Bank | 126,444 | $8.87M | 0.85% | +86+0.1% | Added |
| Biondo Investment Advisors, LLC | 126,399 | $8.86M | 1.51% | −524−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 125,638 | $8.81M | 0.07% | −208,856−62.4% | Reduced |
| British Columbia Investment Management Corp | 125,547 | $8.80M | 0.07% | +26,398+26.6% | Added |
| HRT Financial LP | 125,432 | $8.79M | 0.06% | +125,432 | New |
| RFG Advisory, LLC | 125,129 | $8.77M | 0.34% | −326−0.3% | Reduced |
| Guggenheim Capital LLC | 124,709 | $8.74M | 0.07% | −44,013−26.1% | Reduced |
| Independent Advisor Alliance | 124,025 | $8.70M | 0.31% | −2,397−1.9% | Reduced |
| Advisory Services Network, LLC | 122,893 | $8.62M | 0.21% | −17,503−12.5% | Reduced |
| Rafferty Asset Management, LLC | 121,676 | $8.53M | 0.04% | +10,531+9.5% | Added |
| Fifth Third Bancorp | 121,119 | $8.49M | 0.04% | +4,498+3.9% | Added |
| Jamison Private Wealth Management, Inc. | 120,257 | $8.43M | 1.58% | −164−0.1% | Reduced |
| Signature Wealth Management Group | 120,123 | $8.42M | 3.89% | +120,123 | New |
| Pacer Advisors, Inc. | 119,679 | $8.39M | 0.02% | +51,025+74.3% | Added |
| Pinnacle Associates Ltd | 119,564 | $8.38M | 0.14% | −1,721−1.4% | Reduced |
| Kempen Capital Management N.V. | 118,597 | $8.32M | 0.12% | 00.0% | Unchanged |
| Cetera Advisors LLC | 118,092 | $8.28M | 0.11% | +3,884+3.4% | Added |
| TCTC Holdings, LLC | 117,219 | $8.22M | 0.30% | −420.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 115,567 | $8.10M | 0.13% | +10,538+10.0% | Added |
| Raymond James Trust N.A. | 112,963 | $7.92M | 0.21% | +3,909+3.6% | Added |
| Associated Banc-Corp | 110,342 | $7.74M | 0.27% | −639−0.6% | Reduced |
| Commerce Bank | 109,463 | $7.68M | 0.05% | +1,421+1.3% | Added |
| Hantz Financial Services, Inc. | 109,152 | $7.65M | 0.17% | −6,870−5.9% | Reduced |
| Fiduciary Group LLC | 109,097 | $7.65M | 0.90% | −2,152−1.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 108,069 | $7.58M | 1.12% | −13,242−10.9% | Reduced |
| Davenport & Co LLC | 107,177 | $7.52M | 0.05% | −5,154−4.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 106,249 | $7.45M | 0.15% | +4,501+4.4% | Added |
| Beacon Pointe Advisors, LLC | 105,925 | $7.43M | 0.09% | −23,953−18.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 104,541 | $7.33M | 0.56% | +95,595+1,068.6% | Added |
| Mayflower Financial Advisors, LLC | 103,210 | $7.24M | 1.00% | +257+0.2% | Added |
| Arkadios Wealth Advisors | 102,621 | $7.20M | 0.61% | +526+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 102,590 | $7.19M | 0.10% | +6,147+6.4% | Added |
| Kanawha Capital Management LLC | 102,140 | $7.16M | 0.66% | −7,004−6.4% | Reduced |
| Private Advisor Group, LLC | 101,818 | $7.14M | 0.06% | +14,405+16.5% | Added |
| Advisors Management Group Inc | 101,603 | $7.12M | 1.94% | −373−0.4% | Reduced |
| Daiwa Securities Group Inc. | 100,736 | $7.06M | 0.04% | +8,842+9.6% | Added |
| NewSquare Capital LLC | 102,013 | $7.05M | 0.67% | +1,839+1.8% | Added |
| Thrivent Financial for Lutherans | 99,694 | $6.99M | 0.02% | +21,842+28.1% | Added |
| Royal London Asset Management Ltd | 96,690 | $6.78M | 0.02% | −51,024−34.5% | Reduced |
| QRG Capital Management, Inc. | 95,458 | $6.69M | 0.10% | +7,254+8.2% | Added |
| Zions Bancorporation, N.A. | 95,238 | $6.68M | 0.46% | +1,486+1.6% | Added |
| Advocate Group LLC | 95,236 | $6.68M | 1.43% | −5,669−5.6% | Reduced |
| Allianz Asset Management GmbH | 94,999 | $6.66M | 0.01% | −61,733−39.4% | Reduced |
| Visionary Wealth Advisors | 93,978 | $6.59M | 0.48% | +1,122+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 93,256 | $6.54M | 0.06% | −4,201−4.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 92,959 | $6.52M | 0.68% | −60.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 92,503 | $6.49M | 0.72% | +568+0.6% | Added |