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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 4,325,103 | $308.1M | 0.71% | −252,398−5.5% | Reduced |
| Pictet Asset Management Holding SA | 4,606,117 | $330.4M | 0.36% | −748,892−14.0% | Reduced |
| Invesco Ltd. | 5,146,489 | $369.2M | 0.08% | −675,941−11.6% | Reduced |
| Goldman Sachs Group Inc | 5,522,681 | $396.2M | 0.08% | +180,287+3.4% | Added |
| Federated Hermes, Inc. | 5,890,732 | $422.6M | 0.97% | −284,457−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 6,217,167 | $446.0M | 0.10% | +127,707+2.1% | Added |
| California Public Employees Retirement System | 6,349,380 | $455.5M | 0.32% | −205,279−3.1% | Reduced |
| Bank of New York Mellon Corp | 7,211,619 | $517.4M | 0.10% | −355,053−4.7% | Reduced |
| Bank of America Corp | 7,853,407 | $563.4M | 0.06% | +469,038+6.4% | Added |
| Nuveen Asset Management, LLC | 8,640,509 | $634.7M | 0.19% | +2,783,203+47.5% | Added |
| Legal & General Group Plc | 9,010,865 | $646.4M | 0.19% | −50,107−0.6% | Reduced |
| Ameriprise Financial Inc | 9,546,835 | $684.9M | 0.19% | +1,636,559+20.7% | Added |
| Norges Bank | 10,146,134 | $727.9M | 0.11% | +1,146,306+12.7% | Added |
| Northern Trust Corp | 10,264,783 | $736.4M | 0.13% | −442,259−4.1% | Reduced |
| Morgan Stanley | 11,104,318 | $796.6M | 0.06% | +525,798+5.0% | Added |
| Franklin Resources Inc | 16,929,875 | $1.21B | 0.38% | +1,271,005+8.1% | Added |
| Geode Capital Management, LLC | 22,180,921 | $1.59B | 0.15% | +1,663,945+8.1% | Added |
| Price T Rowe Associates Inc | 23,888,059 | $1.71B | 0.21% | −6,012,393−20.1% | Reduced |
| Capital International Investors | 23,994,733 | $1.72B | 0.35% | +7,550,570+45.9% | Added |
| Massachusetts Financial Services Co | 26,316,313 | $1.89B | 0.56% | +896,697+3.5% | Added |
| JPMorgan Chase & Co | 30,167,151 | $2.16B | 0.19% | +10,648,772+54.6% | Added |
| FMR LLC | 33,012,215 | $2.37B | 0.16% | −3,286,303−9.1% | Reduced |
| State Street Corp | 57,752,984 | $4.14B | 0.19% | −5,853,406−9.2% | Reduced |
| BlackRock Inc. | 77,705,342 | $5.57B | 0.13% | −27,1560.0% | Reduced |
| Vanguard Group Inc | 100,089,634 | $7.18B | 0.14% | +481,071+0.5% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,194,366−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −294,400−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −245,942−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −221,282−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −194,753−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −125,432−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −118,092−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −90,102−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −85,719−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −71,027−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −70,252−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −66,552−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −59,944−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −47,826−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −32,245−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −32,159−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −28,083−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −28,002−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −25,381−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,273−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −23,663−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −22,551−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −20,985−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −20,774−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −16,158−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,984−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −13,383−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −12,290−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,577−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −11,598−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −11,587−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −11,504−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,117−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −10,830−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −9,780−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −8,441−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,365−100.0% | Sold out |
| Harmony Asset Management LLC | 0 | $0 | 0.00% | −6,164−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −5,967−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −5,711−100.0% | Sold out |
| Sollinda Capital Management LLC | 0 | $0 | 0.00% | −5,418−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −4,958−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −4,777−100.0% | Sold out |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −4,139−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Rappaport Reiches Capital Management, LLC | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −3,913−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −3,912−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Oak Hill Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Altrius Capital Management Inc | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Nikulski Financial, Inc. | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Idaho Trust Bank | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −3,186−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |