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, Q3 2024
Institutional positions in Southern Co as of Sep 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
- 2,010
- +144 vs. Q2 2024
- Shares held
- 743.4M
- +89.5M (+13.7%) vs. Q2 2024
- Total value
- $66.9B
- +$16.2B (+31.8%) vs. Q2 2024
- New holders
- 218
- 777 more added
- Sold out
- 74
- 702 more reduced
22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 102,092,031 | $9.21B | 0.16% | +1,328,094+1.3% | Added |
| BlackRock, Inc. | 80,488,813 | $7.26B | 0.15% | +80,488,813 | New |
| State Street Corp | 58,928,637 | $5.31B | 0.22% | +1,545,777+2.7% | Added |
| JPMorgan Chase & Co | 54,724,725 | $4.94B | 0.39% | +14,805,400+37.1% | Added |
| FMR LLC | 29,375,592 | $2.65B | 0.16% | −1,018,607−3.4% | Reduced |
| Capital International Investors | 28,529,941 | $2.57B | 0.49% | −293,044−1.0% | Reduced |
| Massachusetts Financial Services Co | 25,166,223 | $2.27B | 0.68% | −696,149−2.7% | Reduced |
| Geode Capital Management, LLC | 24,521,339 | $2.20B | 0.18% | +1,075,768+4.6% | Added |
| Price T Rowe Associates Inc | 18,024,377 | $1.63B | 0.19% | −1,309,804−6.8% | Reduced |
| GQG Partners LLC | 16,555,903 | $1.49B | 2.34% | +2,876,886+21.0% | Added |
| Franklin Resources Inc | 14,150,402 | $1.27B | 0.36% | −2,160,396−13.2% | Reduced |
| Morgan Stanley | 11,266,226 | $1.02B | 0.07% | +118,592+1.1% | Added |
| Norges Bank | 10,883,479 | $981.5M | 0.14% | +271,098+2.6% | Added |
| Northern Trust Corp | 10,344,675 | $932.9M | 0.15% | −375,064−3.5% | Reduced |
| Ameriprise Financial Inc | 9,496,178 | $856.4M | 0.22% | +2,6220.0% | Added |
| Bank of America Corp | 8,501,042 | $766.6M | 0.07% | +26,585+0.3% | Added |
| Legal & General Group Plc | 8,154,622 | $735.4M | 0.19% | −371,691−4.4% | Reduced |
| Goldman Sachs Group Inc | 7,564,088 | $682.1M | 0.13% | +1,223,268+19.3% | Added |
| Royal Bank of Canada | 7,405,007 | $667.8M | 0.15% | +281,499+4.0% | Added |
| Bank of New York Mellon Corp | 6,981,010 | $629.5M | 0.12% | −115,951−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 6,405,596 | $577.7M | 0.11% | +52,414+0.8% | Added |
| Nuveen Asset Management, LLC | 6,198,034 | $571.9M | 0.16% | −1,343,844−17.8% | Reduced |
| California Public Employees Retirement System | 5,040,024 | $454.5M | 0.32% | −255,057−4.8% | Reduced |
| UBS Group AG | 4,751,535 | $428.5M | 0.12% | +889,044+23.0% | Added |
| Invesco Ltd. | 4,578,319 | $412.9M | 0.08% | +72,324+1.6% | Added |
| UBS Asset Management Americas Inc | 4,229,116 | $381.4M | 0.10% | −529,364−11.1% | Reduced |
| Wells Fargo & Company | 3,687,160 | $332.5M | 0.08% | −207,676−5.3% | Reduced |
| Swiss National Bank | 3,245,500 | $292.7M | 0.19% | +15,300+0.5% | Added |
| Synovus Financial Corp | 3,077,959 | $277.6M | 3.21% | +1,293,072+72.4% | Added |
| Ensign Peak Advisors, Inc | 3,077,435 | $277.5M | 0.49% | −87,153−2.8% | Reduced |
| Wellington Management Group LLP | 3,026,712 | $272.9M | 0.05% | −166,950−5.2% | Reduced |
| Federated Hermes, Inc. | 2,952,663 | $266.3M | 0.58% | −1,867,703−38.7% | Reduced |
| Pictet Asset Management Holding SA | 2,922,422 | $263.5M | 0.29% | −1,258,149−30.1% | Reduced |
| Raymond James & Associates | 2,718,040 | $245.1M | 0.15% | +145,810+5.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,619,995 | $236.3M | 0.16% | +82,946+3.3% | Added |
| Amundi | 2,496,115 | $222.9M | 0.08% | +1,365,818+120.8% | Added |
| National Pension Service | 2,420,890 | $218.3M | 0.21% | +279,304+13.0% | Added |
| Capital Research Global Investors | 2,378,106 | $214.5M | 0.04% | −51,874−2.1% | Reduced |
| Dimensional Fund Advisors LP | 2,376,654 | $214.3M | 0.05% | −4,187−0.2% | Reduced |
| Envestnet Asset Management Inc | 2,367,224 | $213.5M | 0.07% | −174,889−6.9% | Reduced |
| Barclays PLC | 2,306,739 | $208.0M | 0.09% | −338,623−12.8% | Reduced |
| Bank of Montreal | 2,094,293 | $188.7M | 0.09% | +58,103+2.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,083,379 | $187.9M | 1.19% | −113,435−5.2% | Reduced |
| LPL Financial LLC | 2,072,170 | $186.9M | 0.08% | −67,300−3.1% | Reduced |
| Rhumbline Advisers | 2,066,818 | $186.4M | 0.17% | −63,000−3.0% | Reduced |
| HSBC Holdings PLC | 1,979,711 | $178.4M | 0.11% | +460,751+30.3% | Added |
| Deutsche Bank AG | 1,942,420 | $175.2M | 0.07% | +233,831+13.7% | Added |
| Canada Pension Plan Investment Board | 1,756,570 | $158.4M | 0.15% | +111,977+6.8% | Added |
| Confluence Investment Management LLC | 1,672,649 | $150.8M | 2.02% | −32,913−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,611,170 | $145.3M | 0.16% | +138,436+9.4% | Added |
| Duff & Phelps Investment Management Co | 1,600,718 | $144.4M | 1.66% | −253,862−13.7% | Reduced |
| Cohen & Steers, Inc. | 1,571,893 | $141.8M | 0.25% | −845,906−35.0% | Reduced |
| Jennison Associates LLC | 1,562,126 | $140.9M | 0.09% | −77,041−4.7% | Reduced |
| Zacks Investment Management | 1,427,004 | $128.7M | 1.12% | +141,447+11.0% | Added |
| Manufacturers Life Insurance Company, The | 1,411,097 | $127.3M | 0.11% | −64,275−4.4% | Reduced |
| Empower Advisory Group, LLC | 1,366,058 | $123.2M | 0.42% | +21,726+1.6% | Added |
| California State Teachers Retirement System | 1,358,820 | $122.5M | 0.14% | −89,872−6.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,354,288 | $122.1M | 0.12% | −219,795−14.0% | Reduced |
| Principal Financial Group Inc | 1,351,025 | $121.8M | 0.07% | +52,799+4.1% | Added |
| New York State Common Retirement Fund | 1,186,701 | $107.0M | 0.14% | −84,135−6.6% | Reduced |
| Russell Investments Group, Ltd. | 1,184,125 | $106.8M | 0.15% | −300,351−20.2% | Reduced |
| State Board of Administration of Florida Retirement System | 1,160,645 | $104.7M | 0.20% | −41,929−3.5% | Reduced |
| Alliancebernstein L.P. | 1,107,264 | $99.9M | 0.03% | −17,188−1.5% | Reduced |
| Mawer Investment Management Ltd. | 1,086,175 | $98.0M | 0.45% | +139,712+14.8% | Added |
| HighTower Advisors, LLC | 1,039,294 | $93.8M | 0.13% | +112,132+12.1% | Added |
| Commonwealth Equity Services, LLC | 1,037,157 | $93.5M | 0.14% | +22,330+2.2% | Added |
| Natixis Advisors, L.P. | 1,021,801 | $92.1M | 0.18% | +58,782+6.1% | Added |
| Clark Capital Management Group, Inc. | 1,018,557 | $91.9M | 0.63% | +19,586+2.0% | Added |
| Marshall Wace, LLP | 1,015,404 | $91.6M | 0.12% | +1,015,404 | New |
| Macquarie Group Ltd | 1,010,597 | $91.1M | 0.10% | −41,515−3.9% | Reduced |
| Colony Group, LLC | 998,244 | $90.0M | 0.30% | −1,329,732−57.1% | Reduced |
| Citigroup Inc | 989,912 | $89.3M | 0.08% | −55,534−5.3% | Reduced |
| Stifel Financial Corp | 963,266 | $86.9M | 0.09% | −82,562−7.9% | Reduced |
| New York State Teachers Retirement System | 940,634 | $84.8M | 0.17% | −34,309−3.5% | Reduced |
| National Bank of Canada | 934,381 | $84.3M | 0.11% | +546,733+141.0% | Added |
| Stonegate Investment Group, LLC | 906,662 | $81.8M | 2.16% | −32,570−3.5% | Reduced |
| 1832 Asset Management L.P. | 888,111 | $80.1M | 0.13% | +15,738+1.8% | Added |
| Capital Advisors Inc | 874,884 | $78.9M | 1.58% | +16,899+2.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 845,210 | $76.2M | 0.17% | −3,181,008−79.0% | Reduced |
| Korea Investment CORP | 810,711 | $73.1M | 0.17% | +31,507+4.0% | Added |
| Welch Group, LLC | 785,721 | $70.9M | 3.08% | −3,560−0.5% | Reduced |
| Old Republic International Corporation | 766,000 | $69.1M | 2.59% | 00.0% | Unchanged |
| Truist Financial Corp | 739,963 | $66.7M | 0.10% | −63,356−7.9% | Reduced |
| Mackenzie Financial Corp | 731,882 | $66.0M | 0.09% | +418,896+133.8% | Added |
| Victory Capital Management Inc | 723,624 | $65.3M | 0.06% | −77,999−9.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 719,703 | $64.9M | 0.09% | +38,915+5.7% | Added |
| Citadel Advisors LLC | 713,710 | $64.4M | 0.07% | +167,706+30.7% | Added |
| Prudential Financial Inc | 702,026 | $63.3M | 0.09% | −10,448−1.5% | Reduced |
| First Trust Advisors LP | 644,866 | $58.2M | 0.06% | +2,090+0.3% | Added |
| State of Wisconsin Investment Board | 624,050 | $56.3M | 0.14% | +34,341+5.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 591,522 | $53.3M | 0.16% | −10,735−1.8% | Reduced |
| Great West Life Assurance Co | 589,156 | $53.2M | 0.09% | +25,047+4.4% | Added |
| Vaughan David Investments LLC | 568,298 | $51.2M | 1.18% | −1,669−0.3% | Reduced |
| Capital Investment Advisors, LLC | 568,287 | $51.2M | 1.05% | +10,543+1.9% | Added |
| Nomura Asset Management Co Ltd | 548,364 | $49.5M | 0.15% | +215,029+64.5% | Added |
| Schroder Investment Management Group | 547,518 | $49.3M | 0.05% | +363,871+198.1% | Added |
| Capital International Inc | 537,030 | $48.4M | 0.61% | −43,178−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 527,949 | $47.6M | 0.11% | +13,324+2.6% | Added |
| Ceredex Value Advisors LLC | 524,731 | $47.3M | 0.92% | −45,821−8.0% | Reduced |
| Cetera Investment Advisers | 520,472 | $46.9M | 0.10% | −8,039−1.5% | Reduced |