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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 184,531 | $16.6M | 0.03% | −38,614−17.3% | Reduced |
| Eagle Ridge Investment Management | 184,493 | $16.6M | 1.46% | +6,259+3.5% | Added |
| International Assets Investment Management, LLC | 1,502,813 | $16.7M | 0.08% | +1,485,816+8,741.6% | Added |
| Leavell Investment Management, Inc. | 185,938 | $16.8M | 0.84% | +14,478+8.4% | Added |
| Huntington National Bank | 187,263 | $16.9M | 0.12% | +15,274+8.9% | Added |
| Susquehanna International Group, LLP | 188,076 | $17.0M | 0.03% | −99,466−34.6% | Reduced |
| USS Investment Management Ltd | 188,397 | $17.0M | 0.12% | +9,016+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 188,909 | $17.0M | 0.02% | +4,693+2.5% | Added |
| Public Sector Pension Investment Board | 190,678 | $17.2M | 0.09% | +5,242+2.8% | Added |
| Nichols & Pratt Advisers LLP | 191,302 | $17.3M | 1.11% | −1,000−0.5% | Reduced |
| Cerity Partners LLC | 191,414 | $17.3M | 0.04% | −363−0.2% | Reduced |
| Man Group plc | 191,785 | $17.3M | 0.05% | +124,496+185.0% | Added |
| Becker Capital Management Inc | 195,529 | $17.6M | 0.57% | +3,498+1.8% | Added |
| Verity & Verity, LLC | 196,537 | $17.7M | 1.74% | +169+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $18.0M | 0.04% | −110,000−35.5% | Reduced |
| Daiwa Securities Group Inc. | 202,816 | $18.3M | 0.08% | +11,341+5.9% | Added |
| Teacher Retirement System of Texas | 203,994 | $18.4M | 0.09% | +131,075+179.8% | Added |
| Edgar Lomax Co | 204,915 | $18.5M | 1.13% | −3,220−1.5% | Reduced |
| Renaissance Technologies LLC | 206,500 | $18.6M | 0.03% | +180,500+694.2% | Added |
| Assenagon Asset Management S.A. | 207,375 | $18.7M | 0.04% | +131,378+172.9% | Added |
| Calamos Advisors LLC | 209,838 | $18.9M | 0.09% | +3,091+1.5% | Added |
| Tiaa Trust, National Association | 211,037 | $19.0M | 0.06% | −12,224−5.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 213,985 | $19.3M | 0.06% | +9,689+4.7% | Added |
| CWA Asset Management Group, LLC | 216,399 | $19.5M | 1.04% | +216,399 | New |
| Amalgamated Bank | 217,742 | $19.6M | 0.16% | −3,153−1.4% | Reduced |
| Regions Financial Corp | 217,966 | $19.7M | 0.14% | −367−0.2% | Reduced |
| GWM Advisors LLC | 218,521 | $19.7M | 0.13% | +5,108+2.4% | Added |
| Richard C. Young & CO., LTD. | 221,547 | $20.0M | 2.18% | +3,458+1.6% | Added |
| Czech National Bank | 222,742 | $20.1M | 0.20% | +14,380+6.9% | Added |
| Savant Capital, LLC | 224,248 | $20.2M | 0.17% | −22,343−9.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 229,658 | $20.7M | 0.66% | +356+0.2% | Added |
| Norris Perne & French LLP | 230,566 | $20.8M | 1.43% | −161,649−41.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 231,387 | $20.9M | 1.49% | 00.0% | Unchanged |
| Davidson Investment Advisors | 231,614 | $20.9M | 1.01% | +1,240+0.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 236,143 | $21.3M | 1.46% | −23,407−9.0% | Reduced |
| Verition Fund Management LLC | 238,449 | $21.5M | 0.15% | −98,085−29.1% | Reduced |
| Retirement Systems of Alabama | 238,796 | $21.5M | 0.08% | −2,402−1.0% | Reduced |
| Advisors Capital Management, LLC | 241,157 | $21.7M | 0.35% | +88,967+58.5% | Added |
| Financial Counselors Inc | 244,531 | $22.1M | 0.33% | +1,358+0.6% | Added |
| Forsta Ap-Fonden | 251,800 | $22.7M | 0.17% | +39,300+18.5% | Added |
| Crossmark Global Holdings, Inc. | 252,646 | $22.8M | 0.41% | −5,459−2.1% | Reduced |
| Sabal Trust CO | 256,314 | $23.1M | 1.26% | +1210.0% | Added |
| Mercer Global Advisors Inc | 256,238 | $23.3M | 0.05% | +4,761+1.9% | Added |
| Brinker Capital Investments, LLC | 258,972 | $23.4M | 0.23% | −18,895−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 258,972 | $23.4M | 0.23% | −18,895−6.8% | Reduced |
| Stephens Inc | 259,420 | $23.4M | 0.33% | +38,800+17.6% | Added |
| Hudson Bay Capital Management LP | 260,000 | $23.4M | 0.16% | −60,000−18.8% | Reduced |
| CIBC Asset Management Inc | 260,677 | $23.5M | 0.08% | −3,410−1.3% | Reduced |
| Comerica Bank | 261,321 | $23.6M | 0.09% | −3,603−1.4% | Reduced |
| Crawford Investment Counsel Inc | 261,612 | $23.6M | 0.40% | −160,870−38.1% | Reduced |
| Eventide Asset Management, LLC | 261,941 | $23.6M | 0.41% | −29,472−10.1% | Reduced |
| Corebridge Financial, Inc. | 263,343 | $23.7M | 0.13% | −7,631−2.8% | Reduced |
| DDD Partners, LLC | 266,921 | $24.1M | 2.61% | −28,821−9.7% | Reduced |
| Aptus Capital Advisors, LLC | 267,369 | $24.1M | 0.37% | +45,936+20.7% | Added |
| Hennessy Advisors Inc | 267,500 | $24.1M | 0.77% | −5,000−1.8% | Reduced |
| Cahaba Wealth Management, Inc. | 271,457 | $24.5M | 2.02% | −2,587−0.9% | Reduced |
| CI Private Wealth, LLC | 279,100 | $25.2M | 0.04% | +18,544+7.1% | Added |
| MetLife Investment Management | 284,351 | $25.6M | 0.15% | −7,331−2.5% | Reduced |
| SG Americas Securities, LLC | 285,849 | $25.8M | 0.10% | +71,749+33.5% | Added |
| Captrust Financial Advisors | 286,666 | $25.9M | 0.08% | +3,820+1.4% | Added |
| Jacobs Levy Equity Management, Inc | 288,679 | $26.0M | 0.10% | +140,151+94.4% | Added |
| Illinois Municipal Retirement Fund | 290,360 | $26.2M | 0.37% | +7,236+2.6% | Added |
| Baird Financial Group, Inc. | 290,700 | $26.2M | 0.05% | −16,037−5.2% | Reduced |
| Kestra Advisory Services, LLC | 294,540 | $26.6M | 0.15% | −42,722−12.7% | Reduced |
| D. E. Shaw & Co., Inc. | 295,842 | $26.7M | 0.03% | +19,517+7.1% | Added |
| State of Michigan Retirement System | 297,823 | $26.9M | 0.13% | −1,600−0.5% | Reduced |
| Arizona State Retirement System | 313,511 | $28.3M | 0.18% | −2,780−0.9% | Reduced |
| First Horizon Advisors, Inc. | 314,672 | $28.4M | 0.79% | +5,459+1.8% | Added |
| Van Eck Associates Corp | 303,420 | $28.6M | 0.04% | +7,527+2.5% | Added |
| Brandywine Global Investment Management, LLC | 320,907 | $28.8M | 0.19% | −550,674−63.2% | Reduced |
| APG Asset Management N.V. | 358,962 | $29.0M | 0.19% | −1,260,617−77.8% | Reduced |
| iA Global Asset Management Inc. | 324,045 | $29.2M | 0.51% | +17,245+5.6% | Added |
| American Century Companies Inc | 326,057 | $29.4M | 0.02% | +55,527+20.5% | Added |
| IFM Investors Pty Ltd | 329,655 | $29.7M | 0.29% | −34,681−9.5% | Reduced |
| Energy Income Partners, LLC | 339,425 | $30.6M | 0.66% | −792,250−70.0% | Reduced |
| STRS Ohio | 341,241 | $30.8M | 0.12% | −5,944−1.7% | Reduced |
| MML Investors Services, LLC | 341,847 | $30.8M | 0.11% | +21,497+6.7% | Added |
| GW Henssler & Associates Ltd | 341,970 | $30.8M | 1.74% | −3,931−1.1% | Reduced |
| Boston Partners | 345,130 | $31.1M | 0.04% | +20,012+6.2% | Added |
| EP Wealth Advisors, LLC | 354,881 | $32.0M | 0.28% | +2,326+0.7% | Added |
| Adage Capital Partners GP, L.L.C. | 355,700 | $32.1M | 0.06% | −293,100−45.2% | Reduced |
| Voya Investment Management LLC | 360,256 | $32.5M | 0.03% | −129,987−26.5% | Reduced |
| FIL Ltd | 361,112 | $32.6M | 0.03% | −138,419−27.7% | Reduced |
| Liberty One Investment Management, LLC | 368,195 | $33.2M | 3.39% | −254−0.1% | Reduced |
| Creative Planning | 368,646 | $33.2M | 0.03% | +12,011+3.4% | Added |
| Mariner, LLC | 377,355 | $34.0M | 0.06% | +10,983+3.0% | Added |
| Janney Montgomery Scott LLC | 379,060 | $34.2M | 0.10% | −16,211−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 382,701 | $34.5M | 0.12% | +5,639+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 388,595 | $35.0M | 0.08% | +32,722+9.2% | Added |
| TD Asset Management Inc | 391,147 | $35.2M | 0.03% | +985+0.3% | Added |
| Sanctuary Advisors, LLC | 403,684 | $35.4M | 0.22% | +28,889+7.7% | Added |
| State of New Jersey Common Pension Fund D | 400,318 | $36.1M | 0.15% | +2,362+0.6% | Added |
| Magellan Asset Management Ltd | 402,836 | $36.3M | 0.36% | −27,519−6.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 404,682 | $36.5M | 0.06% | +18,483+4.8% | Added |
| Slocum, Gordon & Co LLP | 908,753 | $37.7M | 15.17% | +907,219+59,140.7% | Added |
| US Bancorp | 420,293 | $37.9M | 0.05% | −2,741−0.6% | Reduced |
| State of Tennessee, Treasury Department | 421,113 | $38.0M | 0.13% | −49,381−10.5% | Reduced |
| Gabelli Funds LLC | 422,500 | $38.1M | 0.27% | −8,350−1.9% | Reduced |
| Standard Life Aberdeen plc | 424,733 | $38.3M | 0.07% | +21,998+5.5% | Added |
| Bollard Group LLC | 425,517 | $38.4M | 1.02% | −31,042−6.8% | Reduced |