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 5 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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 184,104 | $13.2M | 0.16% | +184,104 | New |
| Jane Street Group, LLC | 183,177 | $13.1M | 0.02% | −138,083−43.0% | Reduced |
| Aptus Capital Advisors, LLC | 182,139 | $13.1M | 0.28% | +18,624+11.4% | Added |
| Lockheed Martin Investment Management Co | 182,440 | $12.9M | 0.94% | −17,060−8.6% | Reduced |
| DekaBank Deutsche Girozentrale | 179,464 | $12.7M | 0.02% | +21,743+13.8% | Added |
| USS Investment Management Ltd | 176,885 | $12.7M | 0.10% | −8,635−4.7% | Reduced |
| Eagle Ridge Investment Management | 176,446 | $12.7M | 1.17% | +1,384+0.8% | Added |
| Schroder Investment Management Group | 173,604 | $12.5M | 0.01% | −8,592−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 169,817 | $12.2M | 0.01% | −7,347−4.1% | Reduced |
| Leavell Investment Management, Inc. | 169,070 | $12.1M | 0.70% | −4,554−2.6% | Reduced |
| Cornerstone Wealth Group, LLC | 168,993 | $12.1M | 1.12% | +4,923+3.0% | Added |
| Eventide Asset Management, LLC | 168,863 | $12.1M | 0.19% | −142−0.1% | Reduced |
| Yousif Capital Management, LLC | 168,492 | $12.1M | 0.13% | −3,222−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 167,796 | $12.0M | 0.08% | +18,800+12.6% | Added |
| M&T Bank Corp | 165,518 | $11.9M | 0.04% | +7,705+4.9% | Added |
| CWM, LLC | 164,248 | $11.8M | 0.06% | +10,505+6.8% | Added |
| AQR Capital Management LLC | 160,431 | $11.5M | 0.02% | −34,981−17.9% | Reduced |
| Capital Group Private Client Services, Inc. | 159,169 | $11.4M | 0.12% | −4,463−2.7% | Reduced |
| Rockland Trust Co | 157,303 | $11.3M | 0.59% | +3,477+2.3% | Added |
| HB Wealth Management, LLC | 156,635 | $11.2M | 0.14% | +445+0.3% | Added |
| Public Employees Retirement Association of Colorado | 156,245 | $11.2M | 0.05% | −6,140−3.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 174,112 | $11.1M | 0.02% | +8,713+5.3% | Added |
| MAI Capital Management | 151,713 | $10.9M | 0.11% | +65,470+75.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 151,197 | $10.8M | 0.04% | +8,197+5.7% | Added |
| SG Americas Securities, LLC | 151,061 | $10.8M | 0.06% | −34,952−18.8% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 150,300 | $10.8M | 0.94% | +150,300 | New |
| New York Life Investment Management LLC | 149,023 | $10.7M | 0.11% | −5,663−3.7% | Reduced |
| Pinnacle Financial Partners Inc | 148,684 | $10.7M | 0.23% | +7,943+5.6% | Added |
| Bragg Financial Advisors, Inc | 147,259 | $10.6M | 0.47% | +2,668+1.8% | Added |
| Pathstone Holdings, LLC | 146,976 | $10.5M | 0.05% | −291−0.2% | Reduced |
| State of Alaska, Department of Revenue | 146,765 | $10.5M | 0.12% | −9,895−6.3% | Reduced |
| Xponance, Inc. | 146,383 | $10.5M | 0.11% | +7,988+5.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 146,000 | $10.5M | 0.19% | +2,066+1.4% | Added |
| Atria Investments LLC | 145,353 | $10.4M | 0.14% | +5,163+3.7% | Added |
| ProShare Advisors LLC | 144,106 | $10.3M | 0.03% | −2,387−1.6% | Reduced |
| Janus Henderson Group PLC | 143,816 | $10.3M | 0.01% | −48,964−25.4% | Reduced |
| Mutual of America Capital Management LLC | 142,991 | $10.3M | 0.11% | −2,896−2.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 147,083 | $10.2M | 0.93% | +6,167+4.4% | Added |
| Bank of Nova Scotia | 140,817 | $10.1M | 0.02% | −397,808−73.9% | Reduced |
| Allianz Asset Management GmbH | 139,587 | $10.0M | 0.02% | +44,588+46.9% | Added |
| CCM Investment Advisers LLC | 138,007 | $9.90M | 1.18% | −1,788−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 137,857 | $9.89M | 0.12% | +4,680+3.5% | Added |
| Huntington National Bank | 137,264 | $9.85M | 0.08% | +60,776+79.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 136,706 | $9.81M | 0.14% | +21,139+18.3% | Added |
| CIBC Private Wealth Group, LLC | 137,376 | $9.77M | 0.02% | +6,097+4.6% | Added |
| Core Alternative Capital | 135,593 | $9.73M | 1.74% | −10,480−7.2% | Reduced |
| Vestcor Inc | 134,158 | $9.62M | 0.33% | +4,711+3.6% | Added |
| British Columbia Investment Management Corp | 130,623 | $9.37M | 0.06% | +5,076+4.0% | Added |
| Keybank National Association | 129,951 | $9.32M | 0.04% | −559−0.4% | Reduced |
| Bell Bank | 129,946 | $9.32M | 0.80% | +3,502+2.8% | Added |
| Alerus Financial NA | 129,259 | $9.27M | 0.70% | +38,185+41.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 129,092 | $9.26M | 0.21% | +22,843+21.5% | Added |
| Biondo Investment Advisors, LLC | 127,819 | $9.17M | 1.42% | +1,420+1.1% | Added |
| RFG Advisory, LLC | 127,211 | $9.13M | 0.31% | +2,082+1.7% | Added |
| Agf Management Ltd | 126,436 | $9.07M | 0.05% | −5,456−4.1% | Reduced |
| Nissay Asset Management Corp | 125,742 | $9.02M | 0.06% | −2,668−2.1% | Reduced |
| Commerce Bank | 125,531 | $9.01M | 0.06% | +16,068+14.7% | Added |
| Rafferty Asset Management, LLC | 125,490 | $9.00M | 0.03% | +3,814+3.1% | Added |
| Public Sector Pension Investment Board | 123,665 | $8.87M | 0.06% | −4,386−3.4% | Reduced |
| Signature Wealth Management Group | 121,271 | $8.75M | 3.98% | +1,148+1.0% | Added |
| Jamison Private Wealth Management, Inc. | 121,931 | $8.75M | 1.48% | +1,674+1.4% | Added |
| Cerity Partners LLC | 121,295 | $8.71M | 0.02% | −63,034−34.2% | Reduced |
| Fifth Third Bancorp | 121,473 | $8.71M | 0.03% | +354+0.3% | Added |
| Independent Advisor Alliance | 121,340 | $8.70M | 0.31% | −2,685−2.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 120,251 | $8.63M | 2.76% | −12,827−9.6% | Reduced |
| Advisory Services Network, LLC | 120,138 | $8.62M | 0.19% | −2,755−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 118,706 | $8.52M | 0.09% | +16,116+15.7% | Added |
| TCTC Holdings, LLC | 117,055 | $8.40M | 0.28% | −164−0.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 117,000 | $8.39M | 0.10% | −59,500−33.7% | Reduced |
| Pinnacle Associates Ltd | 114,334 | $8.20M | 0.13% | −5,230−4.4% | Reduced |
| Raymond James Trust N.A. | 113,912 | $8.17M | 0.20% | +949+0.8% | Added |
| Pacer Advisors, Inc. | 113,243 | $8.12M | 0.02% | −6,436−5.4% | Reduced |
| Daiwa Securities Group Inc. | 112,055 | $8.04M | 0.05% | +11,319+11.2% | Added |
| Robeco Institutional Asset Management B.V. | 111,250 | $7.98M | 0.02% | −19,750−15.1% | Reduced |
| Guggenheim Capital LLC | 109,717 | $7.87M | 0.06% | −14,992−12.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 109,438 | $7.85M | 0.03% | +109,438 | New |
| CIBC World Markets Corp | 109,336 | $7.84M | 0.05% | −226,044−67.4% | Reduced |
| Associated Banc-Corp | 109,062 | $7.82M | 0.25% | −1,280−1.2% | Reduced |
| Fiduciary Group LLC | 108,772 | $7.80M | 0.85% | −325−0.3% | Reduced |
| Private Advisor Group, LLC | 106,758 | $7.66M | 0.06% | +4,940+4.9% | Added |
| Visionary Wealth Advisors | 105,199 | $7.55M | 0.51% | +11,221+11.9% | Added |
| Hantz Financial Services, Inc. | 105,104 | $7.54M | 0.15% | −4,048−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 104,590 | $7.50M | 0.08% | −1,335−1.3% | Reduced |
| Arkadios Wealth Advisors | 104,523 | $7.50M | 0.58% | +1,902+1.9% | Added |
| Kanawha Capital Management LLC | 104,411 | $7.49M | 0.60% | +2,271+2.2% | Added |
| Davenport & Co LLC | 103,681 | $7.44M | 0.05% | −3,496−3.3% | Reduced |
| Advisors Management Group Inc | 101,035 | $7.25M | 1.80% | −568−0.6% | Reduced |
| Buck Wealth Strategies, LLC | 98,627 | $7.08M | 2.43% | +90,627+1,132.8% | Added |
| Zions Bancorporation, N.A. | 97,363 | $6.98M | 0.51% | +2,125+2.2% | Added |
| Principle Wealth Partners LLC | 97,051 | $6.96M | 0.54% | +4,888+5.3% | Added |
| Atria Wealth Solutions, Inc. | 96,952 | $6.96M | 0.08% | +8,562+9.7% | Added |
| ARS Wealth Advisors Group, LLC | 96,735 | $6.94M | 0.94% | −11,334−10.5% | Reduced |
| Azimuth Capital Investment Management LLC | 94,879 | $6.81M | 0.28% | +70,070+282.4% | Added |
| Advocate Group LLC | 94,696 | $6.79M | 1.35% | −540−0.6% | Reduced |
| Insight Folios Inc | 94,141 | $6.75M | 2.73% | +1,886+2.0% | Added |
| Oregon Public Employees Retirement Fund | 93,277 | $6.69M | 0.13% | +8,181+9.6% | Added |
| Gulf International Bank (UK) Ltd | 92,469 | $6.63M | 0.17% | +1,144+1.3% | Added |
| Edgemoor Investment Advisors, Inc. | 91,915 | $6.59M | 0.62% | −1,044−1.1% | Reduced |
| Blair William & Co | 91,898 | $6.59M | 0.02% | +1,415+1.6% | Added |
| United Capital Financial Advisers, LLC | 91,677 | $6.58M | 0.05% | −33,961−27.0% | Reduced |