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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 432,850 | $31.1M | 0.23% | −10,100−2.3% | Reduced |
| US Bancorp | 435,027 | $31.2M | 0.04% | −3,900−0.9% | Reduced |
| Crawford Investment Counsel Inc | 439,299 | $31.5M | 0.59% | +15,685+3.7% | Added |
| Bollard Group LLC | 445,765 | $32.0M | 0.97% | +6,028+1.4% | Added |
| Magellan Asset Management Ltd | 447,866 | $32.1M | 0.31% | −170.0% | Reduced |
| Hyman Charles D | 448,632 | $32.2M | 1.78% | +1,398+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 449,195 | $32.2M | 0.05% | −52,976−10.5% | Reduced |
| Standard Life Aberdeen plc | 450,454 | $32.3M | 0.06% | +1,530+0.3% | Added |
| Swiss Life Asset Management Ltd | 452,496 | $32.5M | 0.45% | +229,457+102.9% | Added |
| Resona Asset Management Co.,Ltd. | 461,361 | $33.1M | 0.20% | +461,361 | New |
| Treasurer of the State of North Carolina | 487,134 | $34.9M | 0.15% | +3,330+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 494,000 | $35.4M | 0.12% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 499,229 | $35.8M | 0.14% | −17,850−3.5% | Reduced |
| Great West Life Assurance Co | 521,042 | $37.4M | 0.08% | +2,446+0.5% | Added |
| Public Employees Retirement System of Ohio | 522,590 | $37.5M | 0.15% | −39,354−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 531,415 | $38.1M | 0.03% | −12,390−2.3% | Reduced |
| Voya Investment Management LLC | 533,671 | $38.3M | 0.04% | −4,995−0.9% | Reduced |
| Toronto Dominion Bank | 534,316 | $38.3M | 0.06% | −116,022−17.8% | Reduced |
| Cetera Investment Advisers | 534,708 | $38.4M | 0.09% | +330,302+161.6% | Added |
| Capital International Inc | 543,851 | $39.0M | 0.53% | +89,598+19.7% | Added |
| Capital Investment Advisors, LLC | 553,583 | $39.7M | 0.93% | +11,496+2.1% | Added |
| Vaughan David Investments LLC | 561,653 | $40.3M | 1.00% | +2,686+0.5% | Added |
| Advisor Group Holdings, Inc. | 580,852 | $41.7M | 0.09% | −229,279−28.3% | Reduced |
| State of Wisconsin Investment Board | 591,026 | $42.4M | 0.11% | +16,859+2.9% | Added |
| Citigroup Inc | 597,546 | $42.9M | 0.05% | +475+0.1% | Added |
| Qube Research & Technologies Ltd | 607,651 | $43.6M | 0.08% | +331,508+120.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 609,445 | $43.7M | 0.14% | −5,258−0.9% | Reduced |
| Cbre Clarion Securities LLC | 613,265 | $44.0M | 0.81% | −190,282−23.7% | Reduced |
| State of New Jersey Common Pension Fund D | 624,178 | $44.8M | 0.14% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 634,329 | $45.5M | 0.13% | +634,329 | New |
| SEI Investments Co | 634,976 | $45.6M | 0.07% | −85,203−11.8% | Reduced |
| Renaissance Technologies LLC | 663,200 | $47.6M | 0.07% | +444,800+203.7% | Added |
| Ceredex Value Advisors LLC | 669,406 | $48.0M | 0.84% | +669,406 | New |
| Raymond James Financial Services Advisors, Inc. | 689,753 | $49.5M | 0.07% | −3,470−0.5% | Reduced |
| Capital Advisors Inc | 719,899 | $51.6M | 1.11% | +8,672+1.2% | Added |
| Clark Capital Management Group, Inc. | 736,134 | $52.8M | 0.39% | +7,771+1.1% | Added |
| Old Republic International Corporation | 766,000 | $55.0M | 2.16% | 00.0% | Unchanged |
| Welch Group, LLC | 789,070 | $56.6M | 2.81% | +11,248+1.4% | Added |
| Prudential Financial Inc | 793,676 | $56.9M | 0.08% | −45,417−5.4% | Reduced |
| Brandywine Global Investment Management, LLC | 837,702 | $60.1M | 0.43% | +837,702 | New |
| Korea Investment CORP | 839,794 | $60.2M | 0.15% | +416,329+98.3% | Added |
| Stifel Financial Corp | 844,902 | $60.6M | 0.07% | −236,092−21.8% | Reduced |
| Reaves W H & Co Inc | 866,668 | $62.2M | 2.20% | −10,083−1.2% | Reduced |
| Truist Financial Corp | 868,320 | $62.3M | 0.09% | −43,747−4.8% | Reduced |
| Boston Partners | 880,367 | $63.2M | 0.08% | +68,561+8.4% | Added |
| InterOcean Capital Group, LLC | 893,434 | $64.1M | 1.53% | +77,952+9.6% | Added |
| Credit Suisse AG | 933,252 | $67.0M | 0.07% | +3,763+0.4% | Added |
| HighTower Advisors, LLC | 944,091 | $67.8M | 0.11% | −67,563−6.7% | Reduced |
| Mawer Investment Management Ltd. | 959,183 | $68.8M | 0.32% | +146,111+18.0% | Added |
| Natixis Advisors, L.P. | 961,163 | $69.0M | 0.16% | +19,973+2.1% | Added |
| Stonegate Investment Group, LLC | 993,342 | $71.3M | 2.24% | +5,710+0.6% | Added |
| Commonwealth Equity Services, LLC | 1,008,303 | $72.3M | 0.12% | +49,273+5.1% | Added |
| New York State Teachers Retirement System | 1,035,678 | $74.3M | 0.16% | −28,582−2.7% | Reduced |
| Macquarie Group Ltd | 1,056,475 | $75.8M | 0.09% | +5,652+0.5% | Added |
| BNP Paribas Arbitrage, SA | 1,058,062 | $75.9M | 0.09% | +400,676+60.9% | Added |
| Amundi | 1,083,962 | $76.5M | 0.03% | −793,092−42.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,069,700 | $76.7M | 0.14% | −364,700−25.4% | Reduced |
| Alliancebernstein L.P. | 1,141,178 | $81.9M | 0.03% | −90,301−7.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,218,465 | $84.8M | 0.20% | +6,074+0.5% | Added |
| Junto Capital Management LP | 1,211,647 | $86.9M | 1.92% | +1,211,647 | New |
| Zacks Investment Management | 1,237,925 | $88.8M | 0.95% | +34,340+2.9% | Added |
| Russell Investments Group, Ltd. | 1,275,437 | $91.5M | 0.14% | −67,968−5.1% | Reduced |
| New York State Common Retirement Fund | 1,279,289 | $91.8M | 0.12% | −13,267−1.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,290,849 | $92.6M | 0.13% | +198,164+18.1% | Added |
| Principal Financial Group Inc | 1,302,037 | $93.4M | 0.05% | +7,587+0.6% | Added |
| Energy Income Partners, LLC | 1,321,054 | $94.8M | 1.94% | +57,381+4.5% | Added |
| Empower Advisory Group, LLC | 1,330,284 | $95.4M | 0.36% | +42,006+3.3% | Added |
| Victory Capital Management Inc | 1,386,453 | $99.5M | 0.10% | +77,385+5.9% | Added |
| Manufacturers Life Insurance Company, The | 1,460,296 | $104.8M | 0.10% | −136,263−8.5% | Reduced |
| California State Teachers Retirement System | 1,496,638 | $107.4M | 0.14% | −56,886−3.7% | Reduced |
| Deutsche Bank AG | 1,523,509 | $109.3M | 0.05% | −336,104−18.1% | Reduced |
| Canada Pension Plan Investment Board | 1,644,593 | $118.0M | 0.12% | −67,608−3.9% | Reduced |
| APG Asset Management N.V. | 1,863,951 | $123.8M | 0.22% | +34,800+1.9% | Added |
| Confluence Investment Management LLC | 1,789,977 | $128.4M | 1.73% | −26,751−1.5% | Reduced |
| Synovus Financial Corp | 1,827,851 | $131.1M | 1.70% | +230,549+14.4% | Added |
| D. E. Shaw & Co., Inc. | 1,835,226 | $131.7M | 0.17% | +1,569,716+591.2% | Added |
| Bank of Montreal | 1,874,145 | $133.2M | 0.07% | −238,085−11.3% | Reduced |
| Duff & Phelps Investment Management Co | 1,872,745 | $134.4M | 1.61% | +283,578+17.8% | Added |
| Capital Research Global Investors | 1,929,980 | $138.5M | 0.03% | +500,000+35.0% | Added |
| Jennison Associates LLC | 1,957,770 | $140.5M | 0.09% | −440,014−18.4% | Reduced |
| Dimensional Fund Advisors LP | 2,083,829 | $149.5M | 0.04% | +104,945+5.3% | Added |
| LPL Financial LLC | 2,098,959 | $150.6M | 0.08% | +13,500+0.6% | Added |
| Raymond James & Associates | 2,120,155 | $152.1M | 0.10% | +58,395+2.8% | Added |
| HSBC Holdings PLC | 2,122,845 | $152.3M | 0.11% | +584,913+38.0% | Added |
| National Pension Service | 2,123,291 | $152.3M | 0.18% | +37,426+1.8% | Added |
| Rhumbline Advisers | 2,161,391 | $155.1M | 0.15% | +41,488+2.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,186,037 | $156.8M | 1.07% | +135,837+6.6% | Added |
| First Trust Advisors LP | 2,263,445 | $162.4M | 0.16% | −53,185−2.3% | Reduced |
| ClearBridge Investments Ltd | 2,399,201 | $172.1M | 4.90% | −372,041−13.4% | Reduced |
| Cohen & Steers, Inc. | 2,478,830 | $177.8M | 0.37% | −24,840−1.0% | Reduced |
| Envestnet Asset Management Inc | 2,490,362 | $178.7M | 0.07% | +3,334+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,742,041 | $196.7M | 0.14% | −31,045−1.1% | Reduced |
| Barclays PLC | 2,808,440 | $201.5M | 0.09% | −655,107−18.9% | Reduced |
| UBS Group AG | 2,935,304 | $210.6M | 0.07% | +609,585+26.2% | Added |
| Swiss National Bank | 3,266,100 | $234.3M | 0.16% | −144,100−4.2% | Reduced |
| Royal Bank of Canada | 3,401,995 | $244.1M | 0.06% | −154,008−4.3% | Reduced |
| Wellington Management Group LLP | 3,437,718 | $246.6M | 0.04% | −91,334−2.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,859,523 | $276.9M | 0.51% | −413,209−9.7% | Reduced |
| Wells Fargo & Company | 3,919,044 | $281.2M | 0.07% | −19,477−0.5% | Reduced |
| UBS Asset Management Americas Inc | 4,073,061 | $292.2M | 0.10% | −582,613−12.5% | Reduced |