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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Richard C. Young & CO., LTD. | 218,089 | $16.9M | 2.06% | +4,382+2.1% | Added |
| Regions Financial Corp | 218,333 | $16.9M | 0.13% | −43,192−16.5% | Reduced |
| Stephens Inc | 220,620 | $17.1M | 0.26% | +3,366+1.5% | Added |
| Amalgamated Bank | 220,895 | $17.1M | 0.15% | −3,772−1.7% | Reduced |
| Aptus Capital Advisors, LLC | 221,433 | $17.2M | 0.33% | +39,294+21.6% | Added |
| Exchange Traded Concepts, LLC | 222,773 | $17.3M | 0.44% | −38,909−14.9% | Reduced |
| Tiaa Trust, National Association | 223,261 | $17.3M | 0.05% | +183,240+457.9% | Added |
| Mercer Global Advisors Inc | 251,477 | $17.5M | 0.05% | +15,362+6.5% | Added |
| DekaBank Deutsche Girozentrale | 223,145 | $17.5M | 0.03% | +43,681+24.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 229,302 | $17.8M | 0.61% | +856+0.4% | Added |
| Davidson Investment Advisors | 230,374 | $17.9M | 0.92% | −5,962−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 231,387 | $17.9M | 1.38% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 241,198 | $18.7M | 0.07% | +482+0.2% | Added |
| Financial Counselors Inc | 243,173 | $18.9M | 0.30% | −150−0.1% | Reduced |
| Savant Capital, LLC | 246,591 | $19.1M | 0.19% | +183,425+290.4% | Added |
| Sabal Trust CO | 256,193 | $19.9M | 1.18% | +13,636+5.6% | Added |
| Crossmark Global Holdings, Inc. | 258,105 | $20.0M | 0.38% | +36,142+16.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 259,550 | $20.1M | 0.83% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 260,556 | $20.2M | 0.04% | +513+0.2% | Added |
| CIBC Asset Management Inc | 264,087 | $20.5M | 0.07% | −13,092−4.7% | Reduced |
| Comerica Bank | 264,924 | $20.6M | 0.09% | −401−0.2% | Reduced |
| American Century Companies Inc | 270,530 | $21.0M | 0.01% | +6,191+2.3% | Added |
| Corebridge Financial, Inc. | 270,974 | $21.0M | 0.12% | +270,974 | New |
| Hennessy Advisors Inc | 272,500 | $21.1M | 0.80% | −29,800−9.9% | Reduced |
| Cahaba Wealth Management, Inc. | 274,044 | $21.3M | 1.87% | −26,061−8.7% | Reduced |
| D. E. Shaw & Co., Inc. | 276,325 | $21.4M | 0.03% | −1,558,901−84.9% | Reduced |
| Brinker Capital Investments, LLC | 277,867 | $21.6M | 0.23% | −440.0% | Reduced |
| Orion Portfolio Solutions, LLC | 277,867 | $21.6M | 0.23% | −440.0% | Reduced |
| Captrust Financial Advisors | 282,846 | $21.9M | 0.07% | +2,166+0.8% | Added |
| Illinois Municipal Retirement Fund | 283,124 | $22.0M | 0.33% | +60,524+27.2% | Added |
| Susquehanna International Group, LLP | 287,542 | $22.3M | 0.04% | −4,211−1.4% | Reduced |
| Eventide Asset Management, LLC | 291,413 | $22.6M | 0.39% | +122,550+72.6% | Added |
| MetLife Investment Management | 291,682 | $22.6M | 0.13% | +36,332+14.2% | Added |
| DDD Partners, LLC | 295,742 | $22.9M | 2.66% | +1,691+0.6% | Added |
| Van Eck Associates Corp | 295,893 | $23.0M | 0.03% | +22,681+8.3% | Added |
| State of Michigan Retirement System | 299,423 | $23.2M | 0.12% | +600+0.2% | Added |
| Baird Financial Group, Inc. | 306,737 | $23.8M | 0.05% | −12,926−4.0% | Reduced |
| iA Global Asset Management Inc. | 306,800 | $23.8M | 0.45% | +306,800 | New |
| First Horizon Advisors, Inc. | 309,213 | $24.0M | 0.73% | −3,508−1.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 310,000 | $24.0M | 0.07% | −184,000−37.2% | Reduced |
| Mackenzie Financial Corp | 312,986 | $24.3M | 0.04% | −23,129−6.9% | Reduced |
| Arizona State Retirement System | 316,291 | $24.5M | 0.16% | +3,320+1.1% | Added |
| Kestra Advisory Services, LLC | 337,262 | $24.7M | 0.14% | +58,382+20.9% | Added |
| Hudson Bay Capital Management LP | 320,000 | $24.8M | 0.19% | −26,207−7.6% | Reduced |
| MML Investors Services, LLC | 320,350 | $24.9M | 0.10% | −18,112−5.4% | Reduced |
| Boston Partners | 325,118 | $25.2M | 0.03% | −555,249−63.1% | Reduced |
| Nomura Asset Management Co Ltd | 333,335 | $25.9M | 0.09% | −11,881−3.4% | Reduced |
| Verition Fund Management LLC | 336,534 | $26.1M | 0.20% | +319,429+1,867.5% | Added |
| GW Henssler & Associates Ltd | 345,901 | $26.8M | 1.61% | −10,326−2.9% | Reduced |
| STRS Ohio | 347,185 | $26.9M | 0.11% | −7,111−2.0% | Reduced |
| EP Wealth Advisors, LLC | 352,555 | $27.3M | 0.29% | −8,199−2.3% | Reduced |
| Sanctuary Advisors, LLC | 374,795 | $27.4M | 0.20% | +374,795 | New |
| Wealth Enhancement Advisory Services, LLC | 355,873 | $27.6M | 0.07% | +32,579+10.1% | Added |
| Creative Planning | 356,635 | $27.7M | 0.03% | +27,949+8.5% | Added |
| IFM Investors Pty Ltd | 364,336 | $28.3M | 0.29% | +1180.0% | Added |
| Mariner, LLC | 366,372 | $28.4M | 0.06% | +13,997+4.0% | Added |
| Liberty One Investment Management, LLC | 368,449 | $28.6M | 3.22% | −2,043−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 377,062 | $29.2M | 0.11% | +6,223+1.7% | Added |
| National Bank of Canada | 387,648 | $29.9M | 0.05% | +63,647+19.6% | Added |
| Allspring Global Investments Holdings, LLC | 386,199 | $30.0M | 0.05% | −62,996−14.0% | Reduced |
| TD Asset Management Inc | 390,162 | $30.3M | 0.03% | +11,530+3.0% | Added |
| Norris Perne & French LLP | 392,215 | $30.4M | 2.20% | −867−0.2% | Reduced |
| Janney Montgomery Scott LLC | 395,271 | $30.7M | 0.09% | +10,140+2.6% | Added |
| State of New Jersey Common Pension Fund D | 397,956 | $30.9M | 0.13% | −226,222−36.2% | Reduced |
| Standard Life Aberdeen plc | 402,735 | $31.2M | 0.06% | −47,719−10.6% | Reduced |
| DnB Asset Management AS | 411,231 | $31.9M | 0.15% | +179,661+77.6% | Added |
| Squarepoint Ops LLC | 421,071 | $32.7M | 0.12% | +188,245+80.9% | Added |
| Crawford Investment Counsel Inc | 422,482 | $32.8M | 0.62% | −16,817−3.8% | Reduced |
| US Bancorp | 423,034 | $32.8M | 0.04% | −11,993−2.8% | Reduced |
| Magellan Asset Management Ltd | 430,355 | $33.4M | 0.32% | −17,511−3.9% | Reduced |
| Gabelli Funds LLC | 430,850 | $33.4M | 0.25% | −2,000−0.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 440,718 | $34.2M | 0.21% | −20,643−4.5% | Reduced |
| Hyman Charles D | 451,187 | $35.0M | 1.95% | +2,555+0.6% | Added |
| Bollard Group LLC | 456,559 | $35.4M | 1.00% | +10,794+2.4% | Added |
| State of Tennessee, Treasury Department | 470,494 | $36.5M | 0.13% | +93,375+24.8% | Added |
| Swiss Life Asset Management Ltd | 471,223 | $36.6M | 0.43% | +18,727+4.1% | Added |
| Treasurer of the State of North Carolina | 476,794 | $37.0M | 0.16% | −10,340−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 479,973 | $37.2M | 0.14% | −19,256−3.9% | Reduced |
| Voya Investment Management LLC | 490,243 | $38.0M | 0.04% | −43,428−8.1% | Reduced |
| FIL Ltd | 499,531 | $38.7M | 0.04% | +75,021+17.7% | Added |
| Public Employees Retirement System of Ohio | 500,602 | $38.8M | 0.15% | −21,988−4.2% | Reduced |
| Toronto Dominion Bank | 509,387 | $39.5M | 0.06% | −24,929−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 514,625 | $39.9M | 0.09% | −66,227−11.4% | Reduced |
| The PNC Financial Services Group, Inc. | 517,823 | $40.2M | 0.03% | −13,592−2.6% | Reduced |
| Cetera Investment Advisers | 528,511 | $41.0M | 0.09% | −6,197−1.2% | Reduced |
| Citadel Advisors LLC | 546,004 | $42.4M | 0.04% | +491,149+895.4% | Added |
| Capital Investment Advisors, LLC | 557,744 | $43.3M | 0.98% | +4,161+0.8% | Added |
| Great West Life Assurance Co | 564,109 | $43.8M | 0.08% | +43,067+8.3% | Added |
| Vaughan David Investments LLC | 569,967 | $44.2M | 1.12% | +8,314+1.5% | Added |
| Ceredex Value Advisors LLC | 570,552 | $44.3M | 0.84% | −98,854−14.8% | Reduced |
| Capital International Inc | 580,208 | $45.0M | 0.60% | +36,357+6.7% | Added |
| State of Wisconsin Investment Board | 589,709 | $45.7M | 0.12% | −1,317−0.2% | Reduced |
| Reaves W H & Co Inc | 596,320 | $46.3M | 1.56% | −270,348−31.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 602,257 | $46.7M | 0.15% | −7,188−1.2% | Reduced |
| SEI Investments Co | 607,761 | $47.1M | 0.07% | −27,215−4.3% | Reduced |
| Junto Capital Management LP | 611,434 | $47.4M | 1.04% | −600,213−49.5% | Reduced |
| Soroban Capital Partners LP | 642,679 | $49.9M | 0.73% | +642,679 | New |
| First Trust Advisors LP | 642,776 | $49.9M | 0.05% | −1,620,669−71.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 648,800 | $50.3M | 0.09% | −420,900−39.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 680,788 | $52.8M | 0.08% | −8,965−1.3% | Reduced |