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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 564,109 | $43.8M | 0.08% | +43,067+8.3% | Added |
| Capital Investment Advisors, LLC | 557,744 | $43.3M | 0.98% | +4,161+0.8% | Added |
| Citadel Advisors LLC | 546,004 | $42.4M | 0.04% | +491,149+895.4% | Added |
| Cetera Investment Advisers | 528,511 | $41.0M | 0.09% | −6,197−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 517,823 | $40.2M | 0.03% | −13,592−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 514,625 | $39.9M | 0.09% | −66,227−11.4% | Reduced |
| Toronto Dominion Bank | 509,387 | $39.5M | 0.06% | −24,929−4.7% | Reduced |
| Public Employees Retirement System of Ohio | 500,602 | $38.8M | 0.15% | −21,988−4.2% | Reduced |
| FIL Ltd | 499,531 | $38.7M | 0.04% | +75,021+17.7% | Added |
| Voya Investment Management LLC | 490,243 | $38.0M | 0.04% | −43,428−8.1% | Reduced |
| Asset Management One Co.,Ltd. | 479,973 | $37.2M | 0.14% | −19,256−3.9% | Reduced |
| Treasurer of the State of North Carolina | 476,794 | $37.0M | 0.16% | −10,340−2.1% | Reduced |
| Swiss Life Asset Management Ltd | 471,223 | $36.6M | 0.43% | +18,727+4.1% | Added |
| State of Tennessee, Treasury Department | 470,494 | $36.5M | 0.13% | +93,375+24.8% | Added |
| Bollard Group LLC | 456,559 | $35.4M | 1.00% | +10,794+2.4% | Added |
| Hyman Charles D | 451,187 | $35.0M | 1.95% | +2,555+0.6% | Added |
| Resona Asset Management Co.,Ltd. | 440,718 | $34.2M | 0.21% | −20,643−4.5% | Reduced |
| Gabelli Funds LLC | 430,850 | $33.4M | 0.25% | −2,000−0.5% | Reduced |
| Magellan Asset Management Ltd | 430,355 | $33.4M | 0.32% | −17,511−3.9% | Reduced |
| US Bancorp | 423,034 | $32.8M | 0.04% | −11,993−2.8% | Reduced |
| Crawford Investment Counsel Inc | 422,482 | $32.8M | 0.62% | −16,817−3.8% | Reduced |
| Squarepoint Ops LLC | 421,071 | $32.7M | 0.12% | +188,245+80.9% | Added |
| DnB Asset Management AS | 411,231 | $31.9M | 0.15% | +179,661+77.6% | Added |
| Standard Life Aberdeen plc | 402,735 | $31.2M | 0.06% | −47,719−10.6% | Reduced |
| State of New Jersey Common Pension Fund D | 397,956 | $30.9M | 0.13% | −226,222−36.2% | Reduced |
| Janney Montgomery Scott LLC | 395,271 | $30.7M | 0.09% | +10,140+2.6% | Added |
| Norris Perne & French LLP | 392,215 | $30.4M | 2.20% | −867−0.2% | Reduced |
| TD Asset Management Inc | 390,162 | $30.3M | 0.03% | +11,530+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 386,199 | $30.0M | 0.05% | −62,996−14.0% | Reduced |
| National Bank of Canada | 387,648 | $29.9M | 0.05% | +63,647+19.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 377,062 | $29.2M | 0.11% | +6,223+1.7% | Added |
| Liberty One Investment Management, LLC | 368,449 | $28.6M | 3.22% | −2,043−0.6% | Reduced |
| Mariner, LLC | 366,372 | $28.4M | 0.06% | +13,997+4.0% | Added |
| IFM Investors Pty Ltd | 364,336 | $28.3M | 0.29% | +1180.0% | Added |
| Creative Planning | 356,635 | $27.7M | 0.03% | +27,949+8.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 355,873 | $27.6M | 0.07% | +32,579+10.1% | Added |
| Sanctuary Advisors, LLC | 374,795 | $27.4M | 0.20% | +374,795 | New |
| EP Wealth Advisors, LLC | 352,555 | $27.3M | 0.29% | −8,199−2.3% | Reduced |
| STRS Ohio | 347,185 | $26.9M | 0.11% | −7,111−2.0% | Reduced |
| GW Henssler & Associates Ltd | 345,901 | $26.8M | 1.61% | −10,326−2.9% | Reduced |
| Verition Fund Management LLC | 336,534 | $26.1M | 0.20% | +319,429+1,867.5% | Added |
| Nomura Asset Management Co Ltd | 333,335 | $25.9M | 0.09% | −11,881−3.4% | Reduced |
| Boston Partners | 325,118 | $25.2M | 0.03% | −555,249−63.1% | Reduced |
| MML Investors Services, LLC | 320,350 | $24.9M | 0.10% | −18,112−5.4% | Reduced |
| Hudson Bay Capital Management LP | 320,000 | $24.8M | 0.19% | −26,207−7.6% | Reduced |
| Kestra Advisory Services, LLC | 337,262 | $24.7M | 0.14% | +58,382+20.9% | Added |
| Arizona State Retirement System | 316,291 | $24.5M | 0.16% | +3,320+1.1% | Added |
| Mackenzie Financial Corp | 312,986 | $24.3M | 0.04% | −23,129−6.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 310,000 | $24.0M | 0.07% | −184,000−37.2% | Reduced |
| First Horizon Advisors, Inc. | 309,213 | $24.0M | 0.73% | −3,508−1.1% | Reduced |
| iA Global Asset Management Inc. | 306,800 | $23.8M | 0.45% | +306,800 | New |
| Baird Financial Group, Inc. | 306,737 | $23.8M | 0.05% | −12,926−4.0% | Reduced |
| State of Michigan Retirement System | 299,423 | $23.2M | 0.12% | +600+0.2% | Added |
| Van Eck Associates Corp | 295,893 | $23.0M | 0.03% | +22,681+8.3% | Added |
| DDD Partners, LLC | 295,742 | $22.9M | 2.66% | +1,691+0.6% | Added |
| MetLife Investment Management | 291,682 | $22.6M | 0.13% | +36,332+14.2% | Added |
| Eventide Asset Management, LLC | 291,413 | $22.6M | 0.39% | +122,550+72.6% | Added |
| Susquehanna International Group, LLP | 287,542 | $22.3M | 0.04% | −4,211−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 283,124 | $22.0M | 0.33% | +60,524+27.2% | Added |
| Captrust Financial Advisors | 282,846 | $21.9M | 0.07% | +2,166+0.8% | Added |
| 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 |
| D. E. Shaw & Co., Inc. | 276,325 | $21.4M | 0.03% | −1,558,901−84.9% | Reduced |
| Cahaba Wealth Management, Inc. | 274,044 | $21.3M | 1.87% | −26,061−8.7% | Reduced |
| Hennessy Advisors Inc | 272,500 | $21.1M | 0.80% | −29,800−9.9% | Reduced |
| Corebridge Financial, Inc. | 270,974 | $21.0M | 0.12% | +270,974 | New |
| American Century Companies Inc | 270,530 | $21.0M | 0.01% | +6,191+2.3% | Added |
| Comerica Bank | 264,924 | $20.6M | 0.09% | −401−0.2% | Reduced |
| CIBC Asset Management Inc | 264,087 | $20.5M | 0.07% | −13,092−4.7% | Reduced |
| CI Private Wealth, LLC | 260,556 | $20.2M | 0.04% | +513+0.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 259,550 | $20.1M | 0.83% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 258,105 | $20.0M | 0.38% | +36,142+16.3% | Added |
| Sabal Trust CO | 256,193 | $19.9M | 1.18% | +13,636+5.6% | Added |
| Savant Capital, LLC | 246,591 | $19.1M | 0.19% | +183,425+290.4% | Added |
| Financial Counselors Inc | 243,173 | $18.9M | 0.30% | −150−0.1% | Reduced |
| Retirement Systems of Alabama | 241,198 | $18.7M | 0.07% | +482+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 231,387 | $17.9M | 1.38% | 00.0% | Unchanged |
| Davidson Investment Advisors | 230,374 | $17.9M | 0.92% | −5,962−2.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 229,302 | $17.8M | 0.61% | +856+0.4% | Added |
| DekaBank Deutsche Girozentrale | 223,145 | $17.5M | 0.03% | +43,681+24.3% | Added |
| Mercer Global Advisors Inc | 251,477 | $17.5M | 0.05% | +15,362+6.5% | Added |
| Tiaa Trust, National Association | 223,261 | $17.3M | 0.05% | +183,240+457.9% | Added |
| Exchange Traded Concepts, LLC | 222,773 | $17.3M | 0.44% | −38,909−14.9% | Reduced |
| Aptus Capital Advisors, LLC | 221,433 | $17.2M | 0.33% | +39,294+21.6% | Added |
| Amalgamated Bank | 220,895 | $17.1M | 0.15% | −3,772−1.7% | Reduced |
| Stephens Inc | 220,620 | $17.1M | 0.26% | +3,366+1.5% | Added |
| Regions Financial Corp | 218,333 | $16.9M | 0.13% | −43,192−16.5% | Reduced |
| Richard C. Young & CO., LTD. | 218,089 | $16.9M | 2.06% | +4,382+2.1% | Added |
| Millennium Management LLC | 215,733 | $16.7M | 0.01% | +149,612+226.3% | Added |
| SG Americas Securities, LLC | 214,100 | $16.6M | 0.10% | +63,039+41.7% | Added |
| GWM Advisors LLC | 213,413 | $16.6M | 0.12% | +12,556+6.3% | Added |
| Forsta Ap-Fonden | 212,500 | $16.5M | 0.15% | −21,800−9.3% | Reduced |
| British Columbia Investment Management Corp | 208,996 | $16.2M | 0.10% | +78,373+60.0% | Added |
| Czech National Bank | 208,362 | $16.2M | 0.19% | +16,467+8.6% | Added |
| Edgar Lomax Co | 208,135 | $16.1M | 1.05% | −3,480−1.6% | Reduced |
| Calamos Advisors LLC | 206,747 | $16.0M | 0.08% | −7,244−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 204,296 | $15.8M | 0.05% | +14,751+7.8% | Added |
| Verity & Verity, LLC | 196,368 | $15.2M | 1.66% | +3,149+1.6% | Added |
| Nichols & Pratt Advisers LLP | 192,302 | $14.9M | 1.01% | 00.0% | Unchanged |
| Covalis Capital LLP | 192,044 | $14.9M | 2.03% | +192,044 | New |