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, Q1 2024
Institutional positions in Southern Co as of Mar 31, 2024. 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
- 1,825
- +14 vs. Q4 2023
- Shares held
- 711.2M
- +11.0M (+1.6%) vs. Q4 2023
- Total value
- $51.0B
- +$1.91B (+3.9%) vs. Q4 2023
- New holders
- 127
- 731 more added
- Sold out
- 113
- 690 more reduced
27 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 100,089,634 | $7.18B | 0.14% | +481,071+0.5% | Added |
| BlackRock Inc. | 77,705,342 | $5.57B | 0.13% | −27,1560.0% | Reduced |
| State Street Corp | 57,752,984 | $4.14B | 0.19% | −5,853,406−9.2% | Reduced |
| FMR LLC | 33,012,215 | $2.37B | 0.16% | −3,286,303−9.1% | Reduced |
| JPMorgan Chase & Co | 30,167,151 | $2.16B | 0.19% | +10,648,772+54.6% | Added |
| Massachusetts Financial Services Co | 26,316,313 | $1.89B | 0.56% | +896,697+3.5% | Added |
| Capital International Investors | 23,994,733 | $1.72B | 0.35% | +7,550,570+45.9% | Added |
| Price T Rowe Associates Inc | 23,888,059 | $1.71B | 0.21% | −6,012,393−20.1% | Reduced |
| Geode Capital Management, LLC | 22,180,921 | $1.59B | 0.15% | +1,663,945+8.1% | Added |
| Franklin Resources Inc | 16,929,875 | $1.21B | 0.38% | +1,271,005+8.1% | Added |
| Morgan Stanley | 11,104,318 | $796.6M | 0.06% | +525,798+5.0% | Added |
| Northern Trust Corp | 10,264,783 | $736.4M | 0.13% | −442,259−4.1% | Reduced |
| Norges Bank | 10,146,134 | $727.9M | 0.11% | +1,146,306+12.7% | Added |
| Ameriprise Financial Inc | 9,546,835 | $684.9M | 0.19% | +1,636,559+20.7% | Added |
| Legal & General Group Plc | 9,010,865 | $646.4M | 0.19% | −50,107−0.6% | Reduced |
| Nuveen Asset Management, LLC | 8,640,509 | $634.7M | 0.19% | +2,783,203+47.5% | Added |
| Bank of America Corp | 7,853,407 | $563.4M | 0.06% | +469,038+6.4% | Added |
| Bank of New York Mellon Corp | 7,211,619 | $517.4M | 0.10% | −355,053−4.7% | Reduced |
| California Public Employees Retirement System | 6,349,380 | $455.5M | 0.32% | −205,279−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 6,217,167 | $446.0M | 0.10% | +127,707+2.1% | Added |
| Federated Hermes, Inc. | 5,890,732 | $422.6M | 0.97% | −284,457−4.6% | Reduced |
| Goldman Sachs Group Inc | 5,522,681 | $396.2M | 0.08% | +180,287+3.4% | Added |
| Invesco Ltd. | 5,146,489 | $369.2M | 0.08% | −675,941−11.6% | Reduced |
| Pictet Asset Management Holding SA | 4,606,117 | $330.4M | 0.36% | −748,892−14.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,325,103 | $308.1M | 0.71% | −252,398−5.5% | Reduced |
| UBS Asset Management Americas Inc | 4,073,061 | $292.2M | 0.10% | −582,613−12.5% | Reduced |
| Wells Fargo & Company | 3,919,044 | $281.2M | 0.07% | −19,477−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,859,523 | $276.9M | 0.51% | −413,209−9.7% | Reduced |
| Wellington Management Group LLP | 3,437,718 | $246.6M | 0.04% | −91,334−2.6% | Reduced |
| Royal Bank of Canada | 3,401,995 | $244.1M | 0.06% | −154,008−4.3% | Reduced |
| Swiss National Bank | 3,266,100 | $234.3M | 0.16% | −144,100−4.2% | Reduced |
| UBS Group AG | 2,935,304 | $210.6M | 0.07% | +609,585+26.2% | Added |
| Barclays PLC | 2,808,440 | $201.5M | 0.09% | −655,107−18.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,742,041 | $196.7M | 0.14% | −31,045−1.1% | Reduced |
| Envestnet Asset Management Inc | 2,490,362 | $178.7M | 0.07% | +3,334+0.1% | Added |
| Cohen & Steers, Inc. | 2,478,830 | $177.8M | 0.37% | −24,840−1.0% | Reduced |
| ClearBridge Investments Ltd | 2,399,201 | $172.1M | 4.90% | −372,041−13.4% | Reduced |
| First Trust Advisors LP | 2,263,445 | $162.4M | 0.16% | −53,185−2.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,186,037 | $156.8M | 1.07% | +135,837+6.6% | Added |
| Rhumbline Advisers | 2,161,391 | $155.1M | 0.15% | +41,488+2.0% | Added |
| National Pension Service | 2,123,291 | $152.3M | 0.18% | +37,426+1.8% | Added |
| HSBC Holdings PLC | 2,122,845 | $152.3M | 0.11% | +584,913+38.0% | Added |
| Raymond James & Associates | 2,120,155 | $152.1M | 0.10% | +58,395+2.8% | Added |
| LPL Financial LLC | 2,098,959 | $150.6M | 0.08% | +13,500+0.6% | Added |
| Dimensional Fund Advisors LP | 2,083,829 | $149.5M | 0.04% | +104,945+5.3% | Added |
| Jennison Associates LLC | 1,957,770 | $140.5M | 0.09% | −440,014−18.4% | Reduced |
| Capital Research Global Investors | 1,929,980 | $138.5M | 0.03% | +500,000+35.0% | Added |
| Duff & Phelps Investment Management Co | 1,872,745 | $134.4M | 1.61% | +283,578+17.8% | Added |
| Bank of Montreal | 1,874,145 | $133.2M | 0.07% | −238,085−11.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,835,226 | $131.7M | 0.17% | +1,569,716+591.2% | Added |
| Synovus Financial Corp | 1,827,851 | $131.1M | 1.70% | +230,549+14.4% | Added |
| Confluence Investment Management LLC | 1,789,977 | $128.4M | 1.73% | −26,751−1.5% | Reduced |
| APG Asset Management N.V. | 1,863,951 | $123.8M | 0.22% | +34,800+1.9% | Added |
| Canada Pension Plan Investment Board | 1,644,593 | $118.0M | 0.12% | −67,608−3.9% | Reduced |
| Deutsche Bank AG | 1,523,509 | $109.3M | 0.05% | −336,104−18.1% | Reduced |
| California State Teachers Retirement System | 1,496,638 | $107.4M | 0.14% | −56,886−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,460,296 | $104.8M | 0.10% | −136,263−8.5% | Reduced |
| Victory Capital Management Inc | 1,386,453 | $99.5M | 0.10% | +77,385+5.9% | Added |
| Empower Advisory Group, LLC | 1,330,284 | $95.4M | 0.36% | +42,006+3.3% | Added |
| Energy Income Partners, LLC | 1,321,054 | $94.8M | 1.94% | +57,381+4.5% | Added |
| Principal Financial Group Inc | 1,302,037 | $93.4M | 0.05% | +7,587+0.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,290,849 | $92.6M | 0.13% | +198,164+18.1% | Added |
| New York State Common Retirement Fund | 1,279,289 | $91.8M | 0.12% | −13,267−1.0% | Reduced |
| Russell Investments Group, Ltd. | 1,275,437 | $91.5M | 0.14% | −67,968−5.1% | Reduced |
| Zacks Investment Management | 1,237,925 | $88.8M | 0.95% | +34,340+2.9% | Added |
| Junto Capital Management LP | 1,211,647 | $86.9M | 1.92% | +1,211,647 | New |
| State Board of Administration of Florida Retirement System | 1,218,465 | $84.8M | 0.20% | +6,074+0.5% | Added |
| Alliancebernstein L.P. | 1,141,178 | $81.9M | 0.03% | −90,301−7.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,069,700 | $76.7M | 0.14% | −364,700−25.4% | Reduced |
| Amundi | 1,083,962 | $76.5M | 0.03% | −793,092−42.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,058,062 | $75.9M | 0.09% | +400,676+60.9% | Added |
| Macquarie Group Ltd | 1,056,475 | $75.8M | 0.09% | +5,652+0.5% | Added |
| New York State Teachers Retirement System | 1,035,678 | $74.3M | 0.16% | −28,582−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,008,303 | $72.3M | 0.12% | +49,273+5.1% | Added |
| Stonegate Investment Group, LLC | 993,342 | $71.3M | 2.24% | +5,710+0.6% | Added |
| Natixis Advisors, L.P. | 961,163 | $69.0M | 0.16% | +19,973+2.1% | Added |
| Mawer Investment Management Ltd. | 959,183 | $68.8M | 0.32% | +146,111+18.0% | Added |
| HighTower Advisors, LLC | 944,091 | $67.8M | 0.11% | −67,563−6.7% | Reduced |
| Credit Suisse AG | 933,252 | $67.0M | 0.07% | +3,763+0.4% | Added |
| InterOcean Capital Group, LLC | 893,434 | $64.1M | 1.53% | +77,952+9.6% | Added |
| Boston Partners | 880,367 | $63.2M | 0.08% | +68,561+8.4% | Added |
| Truist Financial Corp | 868,320 | $62.3M | 0.09% | −43,747−4.8% | Reduced |
| Reaves W H & Co Inc | 866,668 | $62.2M | 2.20% | −10,083−1.2% | Reduced |
| Stifel Financial Corp | 844,902 | $60.6M | 0.07% | −236,092−21.8% | Reduced |
| Korea Investment CORP | 839,794 | $60.2M | 0.15% | +416,329+98.3% | Added |
| Brandywine Global Investment Management, LLC | 837,702 | $60.1M | 0.43% | +837,702 | New |
| Prudential Financial Inc | 793,676 | $56.9M | 0.08% | −45,417−5.4% | Reduced |
| Welch Group, LLC | 789,070 | $56.6M | 2.81% | +11,248+1.4% | Added |
| Old Republic International Corporation | 766,000 | $55.0M | 2.16% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 736,134 | $52.8M | 0.39% | +7,771+1.1% | Added |
| Capital Advisors Inc | 719,899 | $51.6M | 1.11% | +8,672+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 689,753 | $49.5M | 0.07% | −3,470−0.5% | Reduced |
| Ceredex Value Advisors LLC | 669,406 | $48.0M | 0.84% | +669,406 | New |
| Renaissance Technologies LLC | 663,200 | $47.6M | 0.07% | +444,800+203.7% | Added |
| SEI Investments Co | 634,976 | $45.6M | 0.07% | −85,203−11.8% | Reduced |
| Point72 Asset Management, L.P. | 634,329 | $45.5M | 0.13% | +634,329 | New |
| State of New Jersey Common Pension Fund D | 624,178 | $44.8M | 0.14% | 00.0% | Unchanged |
| Cbre Clarion Securities LLC | 613,265 | $44.0M | 0.81% | −190,282−23.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 609,445 | $43.7M | 0.14% | −5,258−0.9% | Reduced |
| Qube Research & Technologies Ltd | 607,651 | $43.6M | 0.08% | +331,508+120.0% | Added |