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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Southern Co as of Jun 30, 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
- 1,888
- +88 vs. Q1 2024
- Shares held
- 732.4M
- +23.6M (+3.3%) vs. Q1 2024
- Total value
- $56.8B
- +$5.96B (+11.7%) vs. Q1 2024
- New holders
- 177
- 740 more added
- Sold out
- 89
- 653 more reduced
25 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 2,370 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 100,763,937 | $7.82B | 0.15% | +674,303+0.7% | Added |
| BlackRock Inc. | 77,690,343 | $6.03B | 0.14% | −14,9990.0% | Reduced |
| State Street Corp | 57,382,860 | $4.45B | 0.19% | −370,124−0.6% | Reduced |
| JPMorgan Chase & Co | 39,919,325 | $3.10B | 0.27% | +9,752,174+32.3% | Added |
| FMR LLC | 30,394,199 | $2.36B | 0.15% | −2,618,016−7.9% | Reduced |
| Capital International Investors | 28,822,985 | $2.24B | 0.46% | +4,828,252+20.1% | Added |
| Massachusetts Financial Services Co | 25,862,372 | $2.01B | 0.62% | −453,941−1.7% | Reduced |
| Geode Capital Management, LLC | 23,445,571 | $1.81B | 0.16% | +1,264,650+5.7% | Added |
| Price T Rowe Associates Inc | 19,334,181 | $1.50B | 0.18% | −4,553,878−19.1% | Reduced |
| Franklin Resources Inc | 16,310,798 | $1.27B | 0.39% | −619,077−3.7% | Reduced |
| GQG Partners LLC | 13,679,017 | $1.06B | 1.61% | +13,679,017 | New |
| Morgan Stanley | 11,147,634 | $864.7M | 0.07% | +43,316+0.4% | Added |
| Northern Trust Corp | 10,719,739 | $831.5M | 0.14% | +454,956+4.4% | Added |
| Norges Bank | 10,612,381 | $823.2M | 0.12% | +466,247+4.6% | Added |
| Ameriprise Financial Inc | 9,493,556 | $736.4M | 0.20% | −53,279−0.6% | Reduced |
| Legal & General Group Plc | 8,526,313 | $661.4M | 0.19% | −484,552−5.4% | Reduced |
| Bank of America Corp | 8,474,457 | $657.4M | 0.06% | +621,050+7.9% | Added |
| Nuveen Asset Management, LLC | 7,541,878 | $600.6M | 0.18% | −1,098,631−12.7% | Reduced |
| Royal Bank of Canada | 7,123,508 | $552.6M | 0.13% | +3,721,513+109.4% | Added |
| Bank of New York Mellon Corp | 7,096,961 | $550.5M | 0.10% | −114,658−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 6,353,182 | $492.8M | 0.09% | +136,015+2.2% | Added |
| Goldman Sachs Group Inc | 6,340,820 | $491.9M | 0.10% | +818,139+14.8% | Added |
| California Public Employees Retirement System | 5,295,081 | $410.7M | 0.30% | −1,054,299−16.6% | Reduced |
| Federated Hermes, Inc. | 4,820,366 | $373.9M | 0.89% | −1,070,366−18.2% | Reduced |
| UBS Asset Management Americas Inc | 4,758,480 | $369.1M | 0.11% | +685,419+16.8% | Added |
| Invesco Ltd. | 4,505,995 | $349.5M | 0.07% | −640,494−12.4% | Reduced |
| Pictet Asset Management Holding SA | 4,180,571 | $324.3M | 0.37% | −425,546−9.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,026,218 | $312.3M | 0.74% | −298,885−6.9% | Reduced |
| Wells Fargo & Company | 3,894,836 | $302.1M | 0.08% | −24,208−0.6% | Reduced |
| UBS Group AG | 3,862,491 | $299.6M | 0.09% | +927,187+31.6% | Added |
| Swiss National Bank | 3,230,200 | $250.6M | 0.17% | −35,900−1.1% | Reduced |
| Wellington Management Group LLP | 3,193,662 | $247.7M | 0.04% | −244,056−7.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,164,588 | $245.5M | 0.45% | −694,935−18.0% | Reduced |
| Barclays PLC | 2,645,362 | $205.2M | 0.09% | −163,078−5.8% | Reduced |
| Raymond James & Associates | 2,572,230 | $199.5M | 0.13% | +452,075+21.3% | Added |
| Envestnet Asset Management Inc | 2,542,113 | $197.2M | 0.07% | +51,751+2.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,537,049 | $196.8M | 0.15% | −204,992−7.5% | Reduced |
| Capital Research Global Investors | 2,429,980 | $188.5M | 0.04% | +500,000+25.9% | Added |
| Cohen & Steers, Inc. | 2,417,799 | $187.5M | 0.39% | −61,031−2.5% | Reduced |
| Dimensional Fund Advisors LP | 2,380,841 | $184.7M | 0.05% | +297,012+14.3% | Added |
| Colony Group, LLC | 2,327,976 | $180.6M | 0.61% | +2,080,451+840.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,196,814 | $170.4M | 1.13% | +10,777+0.5% | Added |
| National Pension Service | 2,141,586 | $166.1M | 0.19% | +18,295+0.9% | Added |
| LPL Financial LLC | 2,139,470 | $166.0M | 0.08% | +40,511+1.9% | Added |
| Rhumbline Advisers | 2,129,818 | $165.2M | 0.16% | −31,573−1.5% | Reduced |
| Bank of Montreal | 2,036,190 | $159.6M | 0.08% | +162,045+8.6% | Added |
| Duff & Phelps Investment Management Co | 1,854,580 | $143.9M | 1.83% | −18,165−1.0% | Reduced |
| Synovus Financial Corp | 1,784,887 | $138.5M | 1.83% | −42,964−2.4% | Reduced |
| ClearBridge Investments Ltd | 1,738,839 | $134.9M | 3.94% | −660,362−27.5% | Reduced |
| Deutsche Bank AG | 1,708,589 | $132.5M | 0.06% | +185,080+12.1% | Added |
| Confluence Investment Management LLC | 1,705,562 | $132.3M | 1.91% | −84,415−4.7% | Reduced |
| Canada Pension Plan Investment Board | 1,644,593 | $127.6M | 0.13% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,639,167 | $127.2M | 0.08% | −318,603−16.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,574,083 | $122.1M | 0.13% | +516,021+48.8% | Added |
| HSBC Holdings PLC | 1,518,960 | $117.8M | 0.08% | −603,885−28.4% | Reduced |
| APG Asset Management N.V. | 1,619,579 | $117.2M | 0.21% | −244,372−13.1% | Reduced |
| Russell Investments Group, Ltd. | 1,484,476 | $115.2M | 0.19% | +209,039+16.4% | Added |
| Manufacturers Life Insurance Company, The | 1,475,372 | $114.4M | 0.11% | +15,076+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,472,734 | $114.2M | 0.14% | +181,885+14.1% | Added |
| California State Teachers Retirement System | 1,448,692 | $112.4M | 0.14% | −47,946−3.2% | Reduced |
| Empower Advisory Group, LLC | 1,344,332 | $104.3M | 0.39% | +14,048+1.1% | Added |
| Principal Financial Group Inc | 1,298,226 | $100.7M | 0.06% | −3,811−0.3% | Reduced |
| Zacks Investment Management | 1,285,557 | $99.7M | 1.12% | +47,632+3.8% | Added |
| New York State Common Retirement Fund | 1,270,836 | $98.6M | 0.13% | −8,453−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,202,574 | $93.3M | 0.18% | −15,891−1.3% | Reduced |
| Amundi | 1,130,297 | $87.8M | 0.03% | +46,335+4.3% | Added |
| Energy Income Partners, LLC | 1,131,675 | $87.8M | 1.95% | −189,379−14.3% | Reduced |
| Alliancebernstein L.P. | 1,124,452 | $87.2M | 0.03% | −16,726−1.5% | Reduced |
| Macquarie Group Ltd | 1,052,112 | $81.6M | 0.09% | −4,363−0.4% | Reduced |
| Stifel Financial Corp | 1,045,828 | $81.1M | 0.09% | +200,926+23.8% | Added |
| Citigroup Inc | 1,045,446 | $81.1M | 0.08% | +447,900+75.0% | Added |
| Commonwealth Equity Services, LLC | 1,014,827 | $78.7M | 0.12% | +6,524+0.6% | Added |
| Clark Capital Management Group, Inc. | 998,971 | $77.5M | 0.57% | +262,837+35.7% | Added |
| New York State Teachers Retirement System | 974,943 | $75.6M | 0.16% | −60,735−5.9% | Reduced |
| Natixis Advisors, L.P. | 963,019 | $74.7M | 0.16% | +1,856+0.2% | Added |
| Mawer Investment Management Ltd. | 946,463 | $73.4M | 0.35% | −12,720−1.3% | Reduced |
| Stonegate Investment Group, LLC | 939,232 | $72.9M | 2.11% | −54,110−5.4% | Reduced |
| HighTower Advisors, LLC | 927,162 | $71.9M | 0.11% | −16,929−1.8% | Reduced |
| 1832 Asset Management L.P. | 872,373 | $67.7M | 0.12% | +841,435+2,719.7% | Added |
| Brandywine Global Investment Management, LLC | 871,581 | $67.6M | 0.51% | +33,879+4.0% | Added |
| Capital Advisors Inc | 857,985 | $66.6M | 1.38% | +138,086+19.2% | Added |
| Truist Financial Corp | 803,319 | $62.3M | 0.09% | −65,001−7.5% | Reduced |
| Victory Capital Management Inc | 801,623 | $62.2M | 0.06% | −584,830−42.2% | Reduced |
| Welch Group, LLC | 789,281 | $61.2M | 2.94% | +2110.0% | Added |
| Korea Investment CORP | 779,204 | $60.4M | 0.15% | −60,590−7.2% | Reduced |
| Old Republic International Corporation | 766,000 | $59.4M | 2.42% | 00.0% | Unchanged |
| Prudential Financial Inc | 712,474 | $55.3M | 0.08% | −81,202−10.2% | Reduced |
| Jane Street Group, LLC | 692,514 | $53.7M | 0.06% | +509,337+278.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 680,788 | $52.8M | 0.08% | −8,965−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 648,800 | $50.3M | 0.09% | −420,900−39.3% | Reduced |
| First Trust Advisors LP | 642,776 | $49.9M | 0.05% | −1,620,669−71.6% | Reduced |
| Soroban Capital Partners LP | 642,679 | $49.9M | 0.73% | +642,679 | New |
| Junto Capital Management LP | 611,434 | $47.4M | 1.04% | −600,213−49.5% | Reduced |
| SEI Investments Co | 607,761 | $47.1M | 0.07% | −27,215−4.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 602,257 | $46.7M | 0.15% | −7,188−1.2% | Reduced |
| Reaves W H & Co Inc | 596,320 | $46.3M | 1.56% | −270,348−31.2% | Reduced |
| State of Wisconsin Investment Board | 589,709 | $45.7M | 0.12% | −1,317−0.2% | Reduced |
| Capital International Inc | 580,208 | $45.0M | 0.60% | +36,357+6.7% | Added |
| Ceredex Value Advisors LLC | 570,552 | $44.3M | 0.84% | −98,854−14.8% | Reduced |
| Vaughan David Investments LLC | 569,967 | $44.2M | 1.12% | +8,314+1.5% | Added |