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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 692,514 | $53.7M | 0.06% | +509,337+278.1% | Added |
| Prudential Financial Inc | 712,474 | $55.3M | 0.08% | −81,202−10.2% | Reduced |
| Old Republic International Corporation | 766,000 | $59.4M | 2.42% | 00.0% | Unchanged |
| Korea Investment CORP | 779,204 | $60.4M | 0.15% | −60,590−7.2% | Reduced |
| Welch Group, LLC | 789,281 | $61.2M | 2.94% | +2110.0% | Added |
| Victory Capital Management Inc | 801,623 | $62.2M | 0.06% | −584,830−42.2% | Reduced |
| Truist Financial Corp | 803,319 | $62.3M | 0.09% | −65,001−7.5% | Reduced |
| Capital Advisors Inc | 857,985 | $66.6M | 1.38% | +138,086+19.2% | Added |
| Brandywine Global Investment Management, LLC | 871,581 | $67.6M | 0.51% | +33,879+4.0% | Added |
| 1832 Asset Management L.P. | 872,373 | $67.7M | 0.12% | +841,435+2,719.7% | Added |
| HighTower Advisors, LLC | 927,162 | $71.9M | 0.11% | −16,929−1.8% | Reduced |
| Stonegate Investment Group, LLC | 939,232 | $72.9M | 2.11% | −54,110−5.4% | Reduced |
| Mawer Investment Management Ltd. | 946,463 | $73.4M | 0.35% | −12,720−1.3% | Reduced |
| Natixis Advisors, L.P. | 963,019 | $74.7M | 0.16% | +1,856+0.2% | Added |
| New York State Teachers Retirement System | 974,943 | $75.6M | 0.16% | −60,735−5.9% | Reduced |
| Clark Capital Management Group, Inc. | 998,971 | $77.5M | 0.57% | +262,837+35.7% | Added |
| Commonwealth Equity Services, LLC | 1,014,827 | $78.7M | 0.12% | +6,524+0.6% | Added |
| Citigroup Inc | 1,045,446 | $81.1M | 0.08% | +447,900+75.0% | Added |
| Stifel Financial Corp | 1,045,828 | $81.1M | 0.09% | +200,926+23.8% | Added |
| Macquarie Group Ltd | 1,052,112 | $81.6M | 0.09% | −4,363−0.4% | Reduced |
| Alliancebernstein L.P. | 1,124,452 | $87.2M | 0.03% | −16,726−1.5% | Reduced |
| Energy Income Partners, LLC | 1,131,675 | $87.8M | 1.95% | −189,379−14.3% | Reduced |
| Amundi | 1,130,297 | $87.8M | 0.03% | +46,335+4.3% | Added |
| State Board of Administration of Florida Retirement System | 1,202,574 | $93.3M | 0.18% | −15,891−1.3% | Reduced |
| New York State Common Retirement Fund | 1,270,836 | $98.6M | 0.13% | −8,453−0.7% | Reduced |
| Zacks Investment Management | 1,285,557 | $99.7M | 1.12% | +47,632+3.8% | Added |
| Principal Financial Group Inc | 1,298,226 | $100.7M | 0.06% | −3,811−0.3% | Reduced |
| Empower Advisory Group, LLC | 1,344,332 | $104.3M | 0.39% | +14,048+1.1% | Added |
| California State Teachers Retirement System | 1,448,692 | $112.4M | 0.14% | −47,946−3.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,472,734 | $114.2M | 0.14% | +181,885+14.1% | Added |
| Manufacturers Life Insurance Company, The | 1,475,372 | $114.4M | 0.11% | +15,076+1.0% | Added |
| Russell Investments Group, Ltd. | 1,484,476 | $115.2M | 0.19% | +209,039+16.4% | Added |
| APG Asset Management N.V. | 1,619,579 | $117.2M | 0.21% | −244,372−13.1% | Reduced |
| HSBC Holdings PLC | 1,518,960 | $117.8M | 0.08% | −603,885−28.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,574,083 | $122.1M | 0.13% | +516,021+48.8% | Added |
| Jennison Associates LLC | 1,639,167 | $127.2M | 0.08% | −318,603−16.3% | Reduced |
| Canada Pension Plan Investment Board | 1,644,593 | $127.6M | 0.13% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 1,705,562 | $132.3M | 1.91% | −84,415−4.7% | Reduced |
| Deutsche Bank AG | 1,708,589 | $132.5M | 0.06% | +185,080+12.1% | Added |
| ClearBridge Investments Ltd | 1,738,839 | $134.9M | 3.94% | −660,362−27.5% | Reduced |
| Synovus Financial Corp | 1,784,887 | $138.5M | 1.83% | −42,964−2.4% | Reduced |
| Duff & Phelps Investment Management Co | 1,854,580 | $143.9M | 1.83% | −18,165−1.0% | Reduced |
| Bank of Montreal | 2,036,190 | $159.6M | 0.08% | +162,045+8.6% | Added |
| Rhumbline Advisers | 2,129,818 | $165.2M | 0.16% | −31,573−1.5% | Reduced |
| LPL Financial LLC | 2,139,470 | $166.0M | 0.08% | +40,511+1.9% | Added |
| National Pension Service | 2,141,586 | $166.1M | 0.19% | +18,295+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,196,814 | $170.4M | 1.13% | +10,777+0.5% | Added |
| Colony Group, LLC | 2,327,976 | $180.6M | 0.61% | +2,080,451+840.5% | Added |
| Dimensional Fund Advisors LP | 2,380,841 | $184.7M | 0.05% | +297,012+14.3% | Added |
| Cohen & Steers, Inc. | 2,417,799 | $187.5M | 0.39% | −61,031−2.5% | Reduced |
| Capital Research Global Investors | 2,429,980 | $188.5M | 0.04% | +500,000+25.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,537,049 | $196.8M | 0.15% | −204,992−7.5% | Reduced |
| Envestnet Asset Management Inc | 2,542,113 | $197.2M | 0.07% | +51,751+2.1% | Added |
| Raymond James & Associates | 2,572,230 | $199.5M | 0.13% | +452,075+21.3% | Added |
| Barclays PLC | 2,645,362 | $205.2M | 0.09% | −163,078−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 3,164,588 | $245.5M | 0.45% | −694,935−18.0% | Reduced |
| Wellington Management Group LLP | 3,193,662 | $247.7M | 0.04% | −244,056−7.1% | Reduced |
| Swiss National Bank | 3,230,200 | $250.6M | 0.17% | −35,900−1.1% | Reduced |
| UBS Group AG | 3,862,491 | $299.6M | 0.09% | +927,187+31.6% | Added |
| Wells Fargo & Company | 3,894,836 | $302.1M | 0.08% | −24,208−0.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,026,218 | $312.3M | 0.74% | −298,885−6.9% | Reduced |
| Pictet Asset Management Holding SA | 4,180,571 | $324.3M | 0.37% | −425,546−9.2% | Reduced |
| Invesco Ltd. | 4,505,995 | $349.5M | 0.07% | −640,494−12.4% | Reduced |
| UBS Asset Management Americas Inc | 4,758,480 | $369.1M | 0.11% | +685,419+16.8% | Added |
| Federated Hermes, Inc. | 4,820,366 | $373.9M | 0.89% | −1,070,366−18.2% | Reduced |
| California Public Employees Retirement System | 5,295,081 | $410.7M | 0.30% | −1,054,299−16.6% | Reduced |
| Goldman Sachs Group Inc | 6,340,820 | $491.9M | 0.10% | +818,139+14.8% | Added |
| Charles Schwab Investment Management Inc | 6,353,182 | $492.8M | 0.09% | +136,015+2.2% | Added |
| Bank of New York Mellon Corp | 7,096,961 | $550.5M | 0.10% | −114,658−1.6% | Reduced |
| Royal Bank of Canada | 7,123,508 | $552.6M | 0.13% | +3,721,513+109.4% | Added |
| Nuveen Asset Management, LLC | 7,541,878 | $600.6M | 0.18% | −1,098,631−12.7% | Reduced |
| Bank of America Corp | 8,474,457 | $657.4M | 0.06% | +621,050+7.9% | Added |
| Legal & General Group Plc | 8,526,313 | $661.4M | 0.19% | −484,552−5.4% | Reduced |
| Ameriprise Financial Inc | 9,493,556 | $736.4M | 0.20% | −53,279−0.6% | Reduced |
| Norges Bank | 10,612,381 | $823.2M | 0.12% | +466,247+4.6% | Added |
| Northern Trust Corp | 10,719,739 | $831.5M | 0.14% | +454,956+4.4% | Added |
| Morgan Stanley | 11,147,634 | $864.7M | 0.07% | +43,316+0.4% | Added |
| GQG Partners LLC | 13,679,017 | $1.06B | 1.61% | +13,679,017 | New |
| Franklin Resources Inc | 16,310,798 | $1.27B | 0.39% | −619,077−3.7% | Reduced |
| Price T Rowe Associates Inc | 19,334,181 | $1.50B | 0.18% | −4,553,878−19.1% | Reduced |
| Geode Capital Management, LLC | 23,445,571 | $1.81B | 0.16% | +1,264,650+5.7% | Added |
| Massachusetts Financial Services Co | 25,862,372 | $2.01B | 0.62% | −453,941−1.7% | Reduced |
| Capital International Investors | 28,822,985 | $2.24B | 0.46% | +4,828,252+20.1% | Added |
| FMR LLC | 30,394,199 | $2.36B | 0.15% | −2,618,016−7.9% | Reduced |
| JPMorgan Chase & Co | 39,919,325 | $3.10B | 0.27% | +9,752,174+32.3% | Added |
| State Street Corp | 57,382,860 | $4.45B | 0.19% | −370,124−0.6% | Reduced |
| BlackRock Inc. | 77,690,343 | $6.03B | 0.14% | −14,9990.0% | Reduced |
| Vanguard Group Inc | 100,763,937 | $7.82B | 0.15% | +674,303+0.7% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −634,329−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −613,265−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −607,651−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −276,233−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −225,441−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −150,300−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −109,438−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −84,477−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −79,978−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −78,438−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −76,819−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |