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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 192,031 | $14.9M | 0.51% | −1,264−0.7% | Reduced |
| Cerity Partners LLC | 191,777 | $14.9M | 0.04% | +70,482+58.1% | Added |
| Daiwa Securities Group Inc. | 191,475 | $14.9M | 0.08% | +79,420+70.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 191,147 | $14.8M | 0.04% | −3,907−2.0% | Reduced |
| UBS Oconnor LLC | 190,300 | $14.8M | 0.42% | +190,300 | New |
| Calamos Wealth Management LLC | 189,248 | $14.7M | 0.79% | +2,060+1.1% | Added |
| Public Sector Pension Investment Board | 185,436 | $14.4M | 0.09% | +61,771+50.0% | Added |
| Dakota Wealth Management | 184,630 | $14.3M | 0.34% | +184+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 184,216 | $14.3M | 0.01% | +14,399+8.5% | Added |
| Schroder Investment Management Group | 183,647 | $14.2M | 0.02% | +10,043+5.8% | Added |
| Utah Retirement Systems | 180,372 | $14.0M | 0.17% | −8,500−4.5% | Reduced |
| USS Investment Management Ltd | 179,381 | $13.9M | 0.11% | +2,496+1.4% | Added |
| Eagle Ridge Investment Management | 178,234 | $13.8M | 1.28% | +1,788+1.0% | Added |
| MAI Capital Management | 176,586 | $13.7M | 0.13% | +24,873+16.4% | Added |
| Huntington National Bank | 171,989 | $13.3M | 0.10% | +34,725+25.3% | Added |
| Leavell Investment Management, Inc. | 171,460 | $13.3M | 0.73% | +2,390+1.4% | Added |
| Rockefeller Capital Management L.P. | 169,012 | $13.1M | 0.04% | −27,854−14.1% | Reduced |
| CWM, LLC | 168,898 | $13.1M | 0.06% | +4,650+2.8% | Added |
| HB Wealth Management, LLC | 166,536 | $12.9M | 0.15% | +9,901+6.3% | Added |
| Yousif Capital Management, LLC | 166,449 | $12.9M | 0.15% | −2,043−1.2% | Reduced |
| M&T Bank Corp | 160,927 | $12.5M | 0.04% | −4,591−2.8% | Reduced |
| Warren Averett Asset Management, LLC | 160,825 | $12.5M | 0.24% | +69,157+75.4% | Added |
| ProShare Advisors LLC | 158,754 | $12.3M | 0.03% | +14,648+10.2% | Added |
| Capital Group Private Client Services, Inc. | 156,821 | $12.2M | 0.12% | −2,348−1.5% | Reduced |
| Pathstone Holdings, LLC | 155,555 | $12.1M | 0.05% | +8,579+5.8% | Added |
| Lockheed Martin Investment Management Co | 155,320 | $12.0M | 0.70% | −27,120−14.9% | Reduced |
| State of Alaska, Department of Revenue | 154,860 | $12.0M | 0.13% | +8,095+5.5% | Added |
| Advisors Capital Management, LLC | 152,190 | $11.8M | 0.21% | +131,312+628.9% | Added |
| Pinnacle Financial Partners Inc | 152,998 | $11.8M | 0.25% | +4,314+2.9% | Added |
| Walleye Capital LLC | 151,397 | $11.7M | 0.12% | +119,265+371.2% | Added |
| Public Employees Retirement Association of Colorado | 151,196 | $11.7M | 0.05% | −5,049−3.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 150,837 | $11.7M | 0.04% | −360−0.2% | Reduced |
| New York Life Investment Management LLC | 150,188 | $11.7M | 0.12% | +1,165+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 149,461 | $11.6M | 0.12% | +30,755+25.9% | Added |
| Tower Research Capital LLC (TRC) | 148,878 | $11.5M | 0.19% | +121,800+449.8% | Added |
| Jacobs Levy Equity Management, Inc | 148,528 | $11.5M | 0.05% | +108,027+266.7% | Added |
| Bragg Financial Advisors, Inc | 148,214 | $11.5M | 0.51% | +955+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 147,128 | $11.4M | 0.28% | +18,036+14.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 146,262 | $11.3M | 0.20% | +262+0.2% | Added |
| Xponance, Inc. | 145,850 | $11.3M | 0.12% | −533−0.4% | Reduced |
| Guggenheim Capital LLC | 145,690 | $11.3M | 0.08% | +35,973+32.8% | Added |
| Atria Investments LLC | 145,543 | $11.3M | 0.15% | +190+0.1% | Added |
| Nisa Investment Advisors, LLC | 144,227 | $11.2M | 0.07% | −23,569−14.0% | Reduced |
| AQR Capital Management LLC | 142,860 | $11.1M | 0.02% | −17,571−11.0% | Reduced |
| Commerce Bank | 142,743 | $11.1M | 0.07% | +17,212+13.7% | Added |
| CIBC World Markets Corp | 140,832 | $10.9M | 0.07% | +31,496+28.8% | Added |
| CIBC Private Wealth Group, LLC | 139,430 | $10.8M | 0.02% | +2,054+1.5% | Added |
| CCM Investment Advisers LLC | 139,054 | $10.8M | 1.27% | +1,047+0.8% | Added |
| Rockland Trust Co | 138,400 | $10.7M | 0.57% | −18,903−12.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 138,205 | $10.7M | 0.13% | +348+0.3% | Added |
| Mutual of America Capital Management LLC | 137,888 | $10.7M | 0.12% | −5,103−3.6% | Reduced |
| Klingenstein Fields & Co LP | 136,961 | $10.6M | 0.44% | +136,961 | New |
| Vestcor Inc | 135,642 | $10.5M | 0.36% | +1,484+1.1% | Added |
| Edgestream Partners, L.P. | 131,945 | $10.2M | 0.49% | +106,304+414.6% | Added |
| Cullinan Associates Inc | 131,666 | $10.2M | 0.58% | −63,088−32.4% | Reduced |
| Biondo Investment Advisors, LLC | 131,660 | $10.2M | 1.51% | +3,841+3.0% | Added |
| Alerus Financial NA | 130,802 | $10.1M | 0.76% | +1,543+1.2% | Added |
| Intact Investment Management Inc. | 130,000 | $10.1M | 0.38% | +62,800+93.5% | Added |
| Nissay Asset Management Corp | 129,010 | $10.0M | 0.07% | +3,268+2.6% | Added |
| RFG Advisory, LLC | 128,987 | $10.0M | 0.33% | +1,776+1.4% | Added |
| Keybank National Association | 128,342 | $9.96M | 0.04% | −1,609−1.2% | Reduced |
| Bell Bank | 127,157 | $9.86M | 0.83% | −2,789−2.1% | Reduced |
| Independent Advisor Alliance | 126,751 | $9.83M | 0.34% | +5,411+4.5% | Added |
| Agf Management Ltd | 124,456 | $9.65M | 0.05% | −1,980−1.6% | Reduced |
| Signature Wealth Management Group | 124,365 | $9.65M | 4.22% | +3,094+2.6% | Added |
| Advisory Services Network, LLC | 122,623 | $9.51M | 0.20% | +2,485+2.1% | Added |
| Jamison Private Wealth Management, Inc. | 122,215 | $9.48M | 1.58% | +284+0.2% | Added |
| Core Alternative Capital | 121,961 | $9.46M | 1.89% | −13,632−10.1% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 120,955 | $9.38M | 0.12% | −15,751−11.5% | Reduced |
| Janus Henderson Group PLC | 120,951 | $9.38M | 0.01% | −22,865−15.9% | Reduced |
| Bank of Nova Scotia | 119,162 | $9.24M | 0.02% | −21,655−15.4% | Reduced |
| Rafferty Asset Management, LLC | 118,627 | $9.20M | 0.03% | −6,863−5.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 117,363 | $9.10M | 3.04% | −2,888−2.4% | Reduced |
| Pinnacle Associates Ltd | 116,338 | $9.02M | 0.14% | +2,004+1.8% | Added |
| Raymond James Trust N.A. | 114,638 | $8.89M | 0.21% | +726+0.6% | Added |
| TCTC Holdings, LLC | 111,782 | $8.67M | 0.30% | −5,273−4.5% | Reduced |
| Kanawha Capital Management LLC | 111,576 | $8.65M | 0.68% | +7,165+6.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 111,500 | $8.65M | 0.10% | −5,500−4.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 110,212 | $8.55M | 0.02% | +110,212 | New |
| Moody Lynn & Lieberson, LLC | 110,067 | $8.54M | 0.56% | +47,530+76.0% | Added |
| Private Advisor Group, LLC | 109,052 | $8.46M | 0.06% | +2,294+2.1% | Added |
| Visionary Wealth Advisors | 108,031 | $8.38M | 0.55% | +2,832+2.7% | Added |
| Arkadios Wealth Advisors | 107,557 | $8.34M | 0.56% | +3,034+2.9% | Added |
| Allianz Asset Management GmbH | 107,103 | $8.31M | 0.01% | −32,484−23.3% | Reduced |
| Employees Retirement System of Texas | 106,970 | $8.30M | 0.08% | +106,970 | New |
| Associated Banc-Corp | 106,952 | $8.30M | 0.26% | −2,110−1.9% | Reduced |
| Fifth Third Bancorp | 106,862 | $8.29M | 0.03% | −14,611−12.0% | Reduced |
| Keel Point, LLC | 94,085 | $8.20M | 0.74% | +5,437+6.1% | Added |
| Pacer Advisors, Inc. | 105,742 | $8.20M | 0.02% | −7,501−6.6% | Reduced |
| Fiduciary Group LLC | 105,507 | $8.18M | 0.88% | −3,265−3.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 105,181 | $8.16M | 0.02% | −6,069−5.5% | Reduced |
| Atria Wealth Solutions, Inc. | 103,689 | $8.04M | 0.09% | +6,737+6.9% | Added |
| Beacon Pointe Advisors, LLC | 102,787 | $7.97M | 0.09% | −1,803−1.7% | Reduced |
| Fisher Asset Management, LLC | 102,772 | $7.97M | 0.00% | +11,164+12.2% | Added |
| Advisors Management Group Inc | 101,119 | $7.84M | 1.96% | +84+0.1% | Added |
| Hantz Financial Services, Inc. | 100,996 | $7.83M | 0.15% | −4,108−3.9% | Reduced |
| Blair William & Co | 100,412 | $7.79M | 0.02% | +8,514+9.3% | Added |
| Principle Wealth Partners LLC | 99,371 | $7.71M | 0.59% | +2,320+2.4% | Added |
| Rothschild Investment LLC | 99,227 | $7.70M | 0.54% | +64,494+185.7% | Added |
| Davenport & Co LLC | 99,135 | $7.69M | 0.05% | −4,546−4.4% | Reduced |