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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 151,061 | $10.8M | 0.06% | −34,952−18.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 151,197 | $10.8M | 0.04% | +8,197+5.7% | Added |
| MAI Capital Management | 151,713 | $10.9M | 0.11% | +65,470+75.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 174,112 | $11.1M | 0.02% | +8,713+5.3% | Added |
| Public Employees Retirement Association of Colorado | 156,245 | $11.2M | 0.05% | −6,140−3.8% | Reduced |
| HB Wealth Management, LLC | 156,635 | $11.2M | 0.14% | +445+0.3% | Added |
| Rockland Trust Co | 157,303 | $11.3M | 0.59% | +3,477+2.3% | Added |
| Capital Group Private Client Services, Inc. | 159,169 | $11.4M | 0.12% | −4,463−2.7% | Reduced |
| AQR Capital Management LLC | 160,431 | $11.5M | 0.02% | −34,981−17.9% | Reduced |
| CWM, LLC | 164,248 | $11.8M | 0.06% | +10,505+6.8% | Added |
| M&T Bank Corp | 165,518 | $11.9M | 0.04% | +7,705+4.9% | Added |
| Nisa Investment Advisors, LLC | 167,796 | $12.0M | 0.08% | +18,800+12.6% | Added |
| Yousif Capital Management, LLC | 168,492 | $12.1M | 0.13% | −3,222−1.9% | Reduced |
| Eventide Asset Management, LLC | 168,863 | $12.1M | 0.19% | −142−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 168,993 | $12.1M | 1.12% | +4,923+3.0% | Added |
| Leavell Investment Management, Inc. | 169,070 | $12.1M | 0.70% | −4,554−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 169,817 | $12.2M | 0.01% | −7,347−4.1% | Reduced |
| Schroder Investment Management Group | 173,604 | $12.5M | 0.01% | −8,592−4.7% | Reduced |
| Eagle Ridge Investment Management | 176,446 | $12.7M | 1.17% | +1,384+0.8% | Added |
| USS Investment Management Ltd | 176,885 | $12.7M | 0.10% | −8,635−4.7% | Reduced |
| DekaBank Deutsche Girozentrale | 179,464 | $12.7M | 0.02% | +21,743+13.8% | Added |
| Lockheed Martin Investment Management Co | 182,440 | $12.9M | 0.94% | −17,060−8.6% | Reduced |
| Aptus Capital Advisors, LLC | 182,139 | $13.1M | 0.28% | +18,624+11.4% | Added |
| Jane Street Group, LLC | 183,177 | $13.1M | 0.02% | −138,083−43.0% | Reduced |
| Capital Fund Management S.A. | 184,104 | $13.2M | 0.16% | +184,104 | New |
| Dakota Wealth Management | 184,446 | $13.2M | 0.33% | +180,981+5,223.1% | Added |
| Calamos Wealth Management LLC | 187,188 | $13.4M | 0.76% | +5,812+3.2% | Added |
| Utah Retirement Systems | 188,872 | $13.5M | 0.16% | −200−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 189,545 | $13.6M | 0.05% | +2,582+1.4% | Added |
| Czech National Bank | 191,895 | $13.8M | 0.18% | +880+0.5% | Added |
| Nichols & Pratt Advisers LLP | 192,302 | $13.8M | 0.93% | −1,925−1.0% | Reduced |
| Verity & Verity, LLC | 193,219 | $13.9M | 1.54% | −45,771−19.2% | Reduced |
| Becker Capital Management Inc | 193,295 | $13.9M | 0.48% | +8,235+4.4% | Added |
| Cullinan Associates Inc | 194,754 | $14.0M | 0.78% | +53,392+37.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 195,054 | $14.0M | 0.03% | −6,150−3.1% | Reduced |
| Rockefeller Capital Management L.P. | 196,866 | $14.1M | 0.04% | +44,996+29.6% | Added |
| GWM Advisors LLC | 200,857 | $14.4M | 0.13% | −305,129−60.3% | Reduced |
| Assenagon Asset Management S.A. | 205,641 | $14.8M | 0.04% | +178,724+664.0% | Added |
| Edgar Lomax Co | 211,615 | $15.2M | 0.94% | −218,147−50.8% | Reduced |
| Richard C. Young & CO., LTD. | 213,707 | $15.3M | 1.92% | −2,090−1.0% | Reduced |
| Calamos Advisors LLC | 213,991 | $15.4M | 0.07% | −4,358−2.0% | Reduced |
| Stephens Inc | 217,254 | $15.6M | 0.24% | +8,263+4.0% | Added |
| CWA Asset Management Group, LLC | 218,650 | $15.7M | 0.95% | +3,454+1.6% | Added |
| Crossmark Global Holdings, Inc. | 221,963 | $15.9M | 0.31% | +11,549+5.5% | Added |
| Illinois Municipal Retirement Fund | 222,600 | $16.0M | 0.24% | +184,993+491.9% | Added |
| Amalgamated Bank | 224,667 | $16.1M | 0.14% | −40,375−15.2% | Reduced |
| Texas Permanent School Fund | 225,441 | $16.2M | 0.13% | +262+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 228,446 | $16.4M | 0.56% | −693−0.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 231,387 | $16.6M | 1.31% | −5,000−2.1% | Reduced |
| DnB Asset Management AS | 231,570 | $16.6M | 0.09% | −91,002−28.2% | Reduced |
| Squarepoint Ops LLC | 232,826 | $16.7M | 0.07% | +169,210+266.0% | Added |
| Forsta Ap-Fonden | 234,300 | $16.8M | 0.14% | −17,400−6.9% | Reduced |
| Davidson Investment Advisors | 236,336 | $17.0M | 0.88% | +830+0.4% | Added |
| Mercer Global Advisors Inc | 236,115 | $17.0M | 0.05% | +61,510+35.2% | Added |
| Retirement Systems of Alabama | 240,716 | $17.3M | 0.07% | +354+0.1% | Added |
| Sabal Trust CO | 242,557 | $17.4M | 1.01% | +17,375+7.7% | Added |
| Financial Counselors Inc | 243,323 | $17.5M | 0.29% | +1,303+0.5% | Added |
| Colony Group, LLC | 247,525 | $17.8M | 0.14% | +234,382+1,783.3% | Added |
| MetLife Investment Management | 255,350 | $18.3M | 0.12% | −9,392−3.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 259,550 | $18.6M | 0.43% | −144,753−35.8% | Reduced |
| CI Private Wealth, LLC | 260,043 | $18.7M | 0.03% | −62,872−19.5% | Reduced |
| Regions Financial Corp | 261,525 | $18.8M | 0.14% | −20,384−7.2% | Reduced |
| Exchange Traded Concepts, LLC | 261,682 | $18.8M | 0.49% | +252,772+2,836.9% | Added |
| American Century Companies Inc | 264,339 | $19.0M | 0.01% | −51,674−16.4% | Reduced |
| Comerica Bank | 265,325 | $19.0M | 0.08% | −5,078−1.9% | Reduced |
| Van Eck Associates Corp | 273,212 | $19.6M | 0.03% | −9,994−3.5% | Reduced |
| American International Group, Inc. | 276,233 | $19.8M | 0.07% | −786−0.3% | Reduced |
| CIBC Asset Management Inc | 277,179 | $19.9M | 0.07% | +2,781+1.0% | Added |
| Brinker Capital Investments, LLC | 277,911 | $19.9M | 0.21% | −5,055−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 277,911 | $19.9M | 0.21% | −5,055−1.8% | Reduced |
| Kestra Advisory Services, LLC | 278,880 | $20.0M | 0.13% | +41,161+17.3% | Added |
| Captrust Financial Advisors | 280,680 | $20.1M | 0.07% | −2,612−0.9% | Reduced |
| Susquehanna International Group, LLP | 291,753 | $20.9M | 0.03% | −134,773−31.6% | Reduced |
| DDD Partners, LLC | 294,051 | $21.1M | 2.58% | +294,051 | New |
| State of Michigan Retirement System | 298,823 | $21.4M | 0.12% | +200+0.1% | Added |
| Cahaba Wealth Management, Inc. | 300,105 | $21.5M | 1.96% | +3,824+1.3% | Added |
| Hennessy Advisors Inc | 302,300 | $21.7M | 0.91% | −15,600−4.9% | Reduced |
| First Horizon Advisors, Inc. | 312,721 | $22.4M | 0.69% | +13,755+4.6% | Added |
| Arizona State Retirement System | 312,971 | $22.5M | 0.16% | +6,152+2.0% | Added |
| Baird Financial Group, Inc. | 319,663 | $22.9M | 0.05% | −21,748−6.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 323,294 | $23.2M | 0.06% | +13,728+4.4% | Added |
| Creative Planning | 328,686 | $23.6M | 0.03% | +19,710+6.4% | Added |
| Mackenzie Financial Corp | 336,115 | $24.1M | 0.03% | −97,885−22.6% | Reduced |
| MML Investors Services, LLC | 338,462 | $24.3M | 0.10% | −4,744−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 345,216 | $24.8M | 0.09% | +443+0.1% | Added |
| Hudson Bay Capital Management LP | 346,207 | $24.8M | 0.22% | +150,000+76.4% | Added |
| Teacher Retirement System of Texas | 348,932 | $25.0M | 0.16% | +97,119+38.6% | Added |
| Mariner, LLC | 352,375 | $25.3M | 0.05% | −12,838−3.5% | Reduced |
| National Bank of Canada | 324,001 | $25.3M | 0.04% | −618,785−65.6% | Reduced |
| STRS Ohio | 354,296 | $25.4M | 0.10% | +24,122+7.3% | Added |
| GW Henssler & Associates Ltd | 356,227 | $25.6M | 1.50% | −978−0.3% | Reduced |
| EP Wealth Advisors, LLC | 360,754 | $25.9M | 0.30% | −170,725−32.1% | Reduced |
| IFM Investors Pty Ltd | 364,218 | $26.1M | 0.28% | +5,056+1.4% | Added |
| Liberty One Investment Management, LLC | 370,492 | $26.6M | 3.01% | +7,706+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 370,839 | $26.6M | 0.10% | −4,714−1.3% | Reduced |
| State of Tennessee, Treasury Department | 377,119 | $27.1M | 0.10% | −137,647−26.7% | Reduced |
| TD Asset Management Inc | 378,632 | $27.2M | 0.03% | +4,700+1.3% | Added |
| Janney Montgomery Scott LLC | 385,131 | $27.6M | 0.08% | −10,657−2.7% | Reduced |
| Norris Perne & French LLP | 393,082 | $28.2M | 2.02% | +9,481+2.5% | Added |
| FIL Ltd | 424,510 | $30.5M | 0.03% | +370,810+690.5% | Added |