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 |
|---|---|---|---|---|---|
| Citigroup Inc | 597,546 | $42.9M | 0.05% | +475+0.1% | Added |
| State of Wisconsin Investment Board | 591,026 | $42.4M | 0.11% | +16,859+2.9% | Added |
| Advisor Group Holdings, Inc. | 580,852 | $41.7M | 0.09% | −229,279−28.3% | Reduced |
| Vaughan David Investments LLC | 561,653 | $40.3M | 1.00% | +2,686+0.5% | Added |
| Capital Investment Advisors, LLC | 553,583 | $39.7M | 0.93% | +11,496+2.1% | Added |
| Capital International Inc | 543,851 | $39.0M | 0.53% | +89,598+19.7% | Added |
| Cetera Investment Advisers | 534,708 | $38.4M | 0.09% | +330,302+161.6% | Added |
| Toronto Dominion Bank | 534,316 | $38.3M | 0.06% | −116,022−17.8% | Reduced |
| Voya Investment Management LLC | 533,671 | $38.3M | 0.04% | −4,995−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 531,415 | $38.1M | 0.03% | −12,390−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 522,590 | $37.5M | 0.15% | −39,354−7.0% | Reduced |
| Great West Life Assurance Co | 521,042 | $37.4M | 0.08% | +2,446+0.5% | Added |
| Asset Management One Co.,Ltd. | 499,229 | $35.8M | 0.14% | −17,850−3.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 494,000 | $35.4M | 0.12% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 487,134 | $34.9M | 0.15% | +3,330+0.7% | Added |
| Resona Asset Management Co.,Ltd. | 461,361 | $33.1M | 0.20% | +461,361 | New |
| Swiss Life Asset Management Ltd | 452,496 | $32.5M | 0.45% | +229,457+102.9% | Added |
| Standard Life Aberdeen plc | 450,454 | $32.3M | 0.06% | +1,530+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 449,195 | $32.2M | 0.05% | −52,976−10.5% | Reduced |
| Hyman Charles D | 448,632 | $32.2M | 1.78% | +1,398+0.3% | Added |
| Magellan Asset Management Ltd | 447,866 | $32.1M | 0.31% | −170.0% | Reduced |
| Bollard Group LLC | 445,765 | $32.0M | 0.97% | +6,028+1.4% | Added |
| Crawford Investment Counsel Inc | 439,299 | $31.5M | 0.59% | +15,685+3.7% | Added |
| US Bancorp | 435,027 | $31.2M | 0.04% | −3,900−0.9% | Reduced |
| Gabelli Funds LLC | 432,850 | $31.1M | 0.23% | −10,100−2.3% | Reduced |
| FIL Ltd | 424,510 | $30.5M | 0.03% | +370,810+690.5% | Added |
| Norris Perne & French LLP | 393,082 | $28.2M | 2.02% | +9,481+2.5% | Added |
| Janney Montgomery Scott LLC | 385,131 | $27.6M | 0.08% | −10,657−2.7% | Reduced |
| TD Asset Management Inc | 378,632 | $27.2M | 0.03% | +4,700+1.3% | Added |
| State of Tennessee, Treasury Department | 377,119 | $27.1M | 0.10% | −137,647−26.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 370,839 | $26.6M | 0.10% | −4,714−1.3% | Reduced |
| Liberty One Investment Management, LLC | 370,492 | $26.6M | 3.01% | +7,706+2.1% | Added |
| IFM Investors Pty Ltd | 364,218 | $26.1M | 0.28% | +5,056+1.4% | Added |
| EP Wealth Advisors, LLC | 360,754 | $25.9M | 0.30% | −170,725−32.1% | Reduced |
| GW Henssler & Associates Ltd | 356,227 | $25.6M | 1.50% | −978−0.3% | Reduced |
| STRS Ohio | 354,296 | $25.4M | 0.10% | +24,122+7.3% | Added |
| National Bank of Canada | 324,001 | $25.3M | 0.04% | −618,785−65.6% | Reduced |
| Mariner, LLC | 352,375 | $25.3M | 0.05% | −12,838−3.5% | Reduced |
| Teacher Retirement System of Texas | 348,932 | $25.0M | 0.16% | +97,119+38.6% | Added |
| Hudson Bay Capital Management LP | 346,207 | $24.8M | 0.22% | +150,000+76.4% | Added |
| Nomura Asset Management Co Ltd | 345,216 | $24.8M | 0.09% | +443+0.1% | Added |
| MML Investors Services, LLC | 338,462 | $24.3M | 0.10% | −4,744−1.4% | Reduced |
| Mackenzie Financial Corp | 336,115 | $24.1M | 0.03% | −97,885−22.6% | Reduced |
| Creative Planning | 328,686 | $23.6M | 0.03% | +19,710+6.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 323,294 | $23.2M | 0.06% | +13,728+4.4% | Added |
| Baird Financial Group, Inc. | 319,663 | $22.9M | 0.05% | −21,748−6.4% | Reduced |
| Arizona State Retirement System | 312,971 | $22.5M | 0.16% | +6,152+2.0% | Added |
| First Horizon Advisors, Inc. | 312,721 | $22.4M | 0.69% | +13,755+4.6% | Added |
| Hennessy Advisors Inc | 302,300 | $21.7M | 0.91% | −15,600−4.9% | Reduced |
| Cahaba Wealth Management, Inc. | 300,105 | $21.5M | 1.96% | +3,824+1.3% | Added |
| State of Michigan Retirement System | 298,823 | $21.4M | 0.12% | +200+0.1% | Added |
| DDD Partners, LLC | 294,051 | $21.1M | 2.58% | +294,051 | New |
| Susquehanna International Group, LLP | 291,753 | $20.9M | 0.03% | −134,773−31.6% | Reduced |
| Captrust Financial Advisors | 280,680 | $20.1M | 0.07% | −2,612−0.9% | Reduced |
| Kestra Advisory Services, LLC | 278,880 | $20.0M | 0.13% | +41,161+17.3% | 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 |
| CIBC Asset Management Inc | 277,179 | $19.9M | 0.07% | +2,781+1.0% | Added |
| American International Group, Inc. | 276,233 | $19.8M | 0.07% | −786−0.3% | Reduced |
| Van Eck Associates Corp | 273,212 | $19.6M | 0.03% | −9,994−3.5% | Reduced |
| Comerica Bank | 265,325 | $19.0M | 0.08% | −5,078−1.9% | Reduced |
| American Century Companies Inc | 264,339 | $19.0M | 0.01% | −51,674−16.4% | Reduced |
| Exchange Traded Concepts, LLC | 261,682 | $18.8M | 0.49% | +252,772+2,836.9% | Added |
| Regions Financial Corp | 261,525 | $18.8M | 0.14% | −20,384−7.2% | Reduced |
| CI Private Wealth, LLC | 260,043 | $18.7M | 0.03% | −62,872−19.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 259,550 | $18.6M | 0.43% | −144,753−35.8% | Reduced |
| MetLife Investment Management | 255,350 | $18.3M | 0.12% | −9,392−3.5% | Reduced |
| Colony Group, LLC | 247,525 | $17.8M | 0.14% | +234,382+1,783.3% | Added |
| Financial Counselors Inc | 243,323 | $17.5M | 0.29% | +1,303+0.5% | Added |
| Sabal Trust CO | 242,557 | $17.4M | 1.01% | +17,375+7.7% | Added |
| Retirement Systems of Alabama | 240,716 | $17.3M | 0.07% | +354+0.1% | Added |
| Mercer Global Advisors Inc | 236,115 | $17.0M | 0.05% | +61,510+35.2% | Added |
| Davidson Investment Advisors | 236,336 | $17.0M | 0.88% | +830+0.4% | Added |
| Forsta Ap-Fonden | 234,300 | $16.8M | 0.14% | −17,400−6.9% | Reduced |
| Squarepoint Ops LLC | 232,826 | $16.7M | 0.07% | +169,210+266.0% | Added |
| DnB Asset Management AS | 231,570 | $16.6M | 0.09% | −91,002−28.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 231,387 | $16.6M | 1.31% | −5,000−2.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 228,446 | $16.4M | 0.56% | −693−0.3% | Reduced |
| Texas Permanent School Fund | 225,441 | $16.2M | 0.13% | +262+0.1% | Added |
| Amalgamated Bank | 224,667 | $16.1M | 0.14% | −40,375−15.2% | Reduced |
| Illinois Municipal Retirement Fund | 222,600 | $16.0M | 0.24% | +184,993+491.9% | Added |
| Crossmark Global Holdings, Inc. | 221,963 | $15.9M | 0.31% | +11,549+5.5% | Added |
| CWA Asset Management Group, LLC | 218,650 | $15.7M | 0.95% | +3,454+1.6% | Added |
| Stephens Inc | 217,254 | $15.6M | 0.24% | +8,263+4.0% | Added |
| Calamos Advisors LLC | 213,991 | $15.4M | 0.07% | −4,358−2.0% | Reduced |
| Richard C. Young & CO., LTD. | 213,707 | $15.3M | 1.92% | −2,090−1.0% | Reduced |
| Edgar Lomax Co | 211,615 | $15.2M | 0.94% | −218,147−50.8% | Reduced |
| Assenagon Asset Management S.A. | 205,641 | $14.8M | 0.04% | +178,724+664.0% | Added |
| GWM Advisors LLC | 200,857 | $14.4M | 0.13% | −305,129−60.3% | Reduced |
| Rockefeller Capital Management L.P. | 196,866 | $14.1M | 0.04% | +44,996+29.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 195,054 | $14.0M | 0.03% | −6,150−3.1% | Reduced |
| Cullinan Associates Inc | 194,754 | $14.0M | 0.78% | +53,392+37.8% | Added |
| Becker Capital Management Inc | 193,295 | $13.9M | 0.48% | +8,235+4.4% | Added |
| Verity & Verity, LLC | 193,219 | $13.9M | 1.54% | −45,771−19.2% | Reduced |
| Nichols & Pratt Advisers LLP | 192,302 | $13.8M | 0.93% | −1,925−1.0% | Reduced |
| Czech National Bank | 191,895 | $13.8M | 0.18% | +880+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 189,545 | $13.6M | 0.05% | +2,582+1.4% | Added |
| Utah Retirement Systems | 188,872 | $13.5M | 0.16% | −200−0.1% | Reduced |
| Calamos Wealth Management LLC | 187,188 | $13.4M | 0.76% | +5,812+3.2% | Added |
| Dakota Wealth Management | 184,446 | $13.2M | 0.33% | +180,981+5,223.1% | Added |