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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 432,350 | $39.0M | 0.23% | −8,368−1.9% | Reduced |
| DnB Asset Management AS | 471,460 | $42.5M | 0.19% | +60,229+14.6% | Added |
| Treasurer of the State of North Carolina | 478,754 | $43.2M | 0.17% | +1,960+0.4% | Added |
| SEI Investments Co | 480,799 | $43.4M | 0.06% | −126,962−20.9% | Reduced |
| Toronto Dominion Bank | 483,320 | $43.6M | 0.08% | −26,067−5.1% | Reduced |
| Swiss Life Asset Management Ltd | 485,224 | $43.8M | 0.50% | +14,001+3.0% | Added |
| Asset Management One Co.,Ltd. | 487,433 | $44.0M | 0.16% | +7,460+1.6% | Added |
| Public Employees Retirement System of Ohio | 495,360 | $44.7M | 0.19% | −5,242−1.0% | Reduced |
| Qube Research & Technologies Ltd | 497,044 | $44.8M | 0.08% | +497,044 | New |
| The PNC Financial Services Group, Inc. | 514,312 | $46.4M | 0.03% | −3,511−0.7% | Reduced |
| Cetera Investment Advisers | 520,472 | $46.9M | 0.10% | −8,039−1.5% | Reduced |
| Ceredex Value Advisors LLC | 524,731 | $47.3M | 0.92% | −45,821−8.0% | Reduced |
| Advisor Group Holdings, Inc. | 527,949 | $47.6M | 0.11% | +13,324+2.6% | Added |
| Capital International Inc | 537,030 | $48.4M | 0.61% | −43,178−7.4% | Reduced |
| Schroder Investment Management Group | 547,518 | $49.3M | 0.05% | +363,871+198.1% | Added |
| Nomura Asset Management Co Ltd | 548,364 | $49.5M | 0.15% | +215,029+64.5% | Added |
| Capital Investment Advisors, LLC | 568,287 | $51.2M | 1.05% | +10,543+1.9% | Added |
| Vaughan David Investments LLC | 568,298 | $51.2M | 1.18% | −1,669−0.3% | Reduced |
| Great West Life Assurance Co | 589,156 | $53.2M | 0.09% | +25,047+4.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 591,522 | $53.3M | 0.16% | −10,735−1.8% | Reduced |
| State of Wisconsin Investment Board | 624,050 | $56.3M | 0.14% | +34,341+5.8% | Added |
| First Trust Advisors LP | 644,866 | $58.2M | 0.06% | +2,090+0.3% | Added |
| Prudential Financial Inc | 702,026 | $63.3M | 0.09% | −10,448−1.5% | Reduced |
| Citadel Advisors LLC | 713,710 | $64.4M | 0.07% | +167,706+30.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 719,703 | $64.9M | 0.09% | +38,915+5.7% | Added |
| Victory Capital Management Inc | 723,624 | $65.3M | 0.06% | −77,999−9.7% | Reduced |
| Mackenzie Financial Corp | 731,882 | $66.0M | 0.09% | +418,896+133.8% | Added |
| Truist Financial Corp | 739,963 | $66.7M | 0.10% | −63,356−7.9% | Reduced |
| Old Republic International Corporation | 766,000 | $69.1M | 2.59% | 00.0% | Unchanged |
| Welch Group, LLC | 785,721 | $70.9M | 3.08% | −3,560−0.5% | Reduced |
| Korea Investment CORP | 810,711 | $73.1M | 0.17% | +31,507+4.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 845,210 | $76.2M | 0.17% | −3,181,008−79.0% | Reduced |
| Capital Advisors Inc | 874,884 | $78.9M | 1.58% | +16,899+2.0% | Added |
| 1832 Asset Management L.P. | 888,111 | $80.1M | 0.13% | +15,738+1.8% | Added |
| Stonegate Investment Group, LLC | 906,662 | $81.8M | 2.16% | −32,570−3.5% | Reduced |
| National Bank of Canada | 934,381 | $84.3M | 0.11% | +546,733+141.0% | Added |
| New York State Teachers Retirement System | 940,634 | $84.8M | 0.17% | −34,309−3.5% | Reduced |
| Stifel Financial Corp | 963,266 | $86.9M | 0.09% | −82,562−7.9% | Reduced |
| Citigroup Inc | 989,912 | $89.3M | 0.08% | −55,534−5.3% | Reduced |
| Colony Group, LLC | 998,244 | $90.0M | 0.30% | −1,329,732−57.1% | Reduced |
| Macquarie Group Ltd | 1,010,597 | $91.1M | 0.10% | −41,515−3.9% | Reduced |
| Marshall Wace, LLP | 1,015,404 | $91.6M | 0.12% | +1,015,404 | New |
| Clark Capital Management Group, Inc. | 1,018,557 | $91.9M | 0.63% | +19,586+2.0% | Added |
| Natixis Advisors, L.P. | 1,021,801 | $92.1M | 0.18% | +58,782+6.1% | Added |
| Commonwealth Equity Services, LLC | 1,037,157 | $93.5M | 0.14% | +22,330+2.2% | Added |
| HighTower Advisors, LLC | 1,039,294 | $93.8M | 0.13% | +112,132+12.1% | Added |
| Mawer Investment Management Ltd. | 1,086,175 | $98.0M | 0.45% | +139,712+14.8% | Added |
| Alliancebernstein L.P. | 1,107,264 | $99.9M | 0.03% | −17,188−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 1,160,645 | $104.7M | 0.20% | −41,929−3.5% | Reduced |
| Russell Investments Group, Ltd. | 1,184,125 | $106.8M | 0.15% | −300,351−20.2% | Reduced |
| New York State Common Retirement Fund | 1,186,701 | $107.0M | 0.14% | −84,135−6.6% | Reduced |
| Principal Financial Group Inc | 1,351,025 | $121.8M | 0.07% | +52,799+4.1% | Added |
| BNP Paribas Arbitrage, SA | 1,354,288 | $122.1M | 0.12% | −219,795−14.0% | Reduced |
| California State Teachers Retirement System | 1,358,820 | $122.5M | 0.14% | −89,872−6.2% | Reduced |
| Empower Advisory Group, LLC | 1,366,058 | $123.2M | 0.42% | +21,726+1.6% | Added |
| Manufacturers Life Insurance Company, The | 1,411,097 | $127.3M | 0.11% | −64,275−4.4% | Reduced |
| Zacks Investment Management | 1,427,004 | $128.7M | 1.12% | +141,447+11.0% | Added |
| Jennison Associates LLC | 1,562,126 | $140.9M | 0.09% | −77,041−4.7% | Reduced |
| Cohen & Steers, Inc. | 1,571,893 | $141.8M | 0.25% | −845,906−35.0% | Reduced |
| Duff & Phelps Investment Management Co | 1,600,718 | $144.4M | 1.66% | −253,862−13.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,611,170 | $145.3M | 0.16% | +138,436+9.4% | Added |
| Confluence Investment Management LLC | 1,672,649 | $150.8M | 2.02% | −32,913−1.9% | Reduced |
| Canada Pension Plan Investment Board | 1,756,570 | $158.4M | 0.15% | +111,977+6.8% | Added |
| Deutsche Bank AG | 1,942,420 | $175.2M | 0.07% | +233,831+13.7% | Added |
| HSBC Holdings PLC | 1,979,711 | $178.4M | 0.11% | +460,751+30.3% | Added |
| Rhumbline Advisers | 2,066,818 | $186.4M | 0.17% | −63,000−3.0% | Reduced |
| LPL Financial LLC | 2,072,170 | $186.9M | 0.08% | −67,300−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,083,379 | $187.9M | 1.19% | −113,435−5.2% | Reduced |
| Bank of Montreal | 2,094,293 | $188.7M | 0.09% | +58,103+2.9% | Added |
| Barclays PLC | 2,306,739 | $208.0M | 0.09% | −338,623−12.8% | Reduced |
| Envestnet Asset Management Inc | 2,367,224 | $213.5M | 0.07% | −174,889−6.9% | Reduced |
| Dimensional Fund Advisors LP | 2,376,654 | $214.3M | 0.05% | −4,187−0.2% | Reduced |
| Capital Research Global Investors | 2,378,106 | $214.5M | 0.04% | −51,874−2.1% | Reduced |
| National Pension Service | 2,420,890 | $218.3M | 0.21% | +279,304+13.0% | Added |
| Amundi | 2,496,115 | $222.9M | 0.08% | +1,365,818+120.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,619,995 | $236.3M | 0.16% | +82,946+3.3% | Added |
| Raymond James & Associates | 2,718,040 | $245.1M | 0.15% | +145,810+5.7% | Added |
| Pictet Asset Management Holding SA | 2,922,422 | $263.5M | 0.29% | −1,258,149−30.1% | Reduced |
| Federated Hermes, Inc. | 2,952,663 | $266.3M | 0.58% | −1,867,703−38.7% | Reduced |
| Wellington Management Group LLP | 3,026,712 | $272.9M | 0.05% | −166,950−5.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,077,435 | $277.5M | 0.49% | −87,153−2.8% | Reduced |
| Synovus Financial Corp | 3,077,959 | $277.6M | 3.21% | +1,293,072+72.4% | Added |
| Swiss National Bank | 3,245,500 | $292.7M | 0.19% | +15,300+0.5% | Added |
| Wells Fargo & Company | 3,687,160 | $332.5M | 0.08% | −207,676−5.3% | Reduced |
| UBS Asset Management Americas Inc | 4,229,116 | $381.4M | 0.10% | −529,364−11.1% | Reduced |
| Invesco Ltd. | 4,578,319 | $412.9M | 0.08% | +72,324+1.6% | Added |
| UBS Group AG | 4,751,535 | $428.5M | 0.12% | +889,044+23.0% | Added |
| California Public Employees Retirement System | 5,040,024 | $454.5M | 0.32% | −255,057−4.8% | Reduced |
| Nuveen Asset Management, LLC | 6,198,034 | $571.9M | 0.16% | −1,343,844−17.8% | Reduced |
| Charles Schwab Investment Management Inc | 6,405,596 | $577.7M | 0.11% | +52,414+0.8% | Added |
| Bank of New York Mellon Corp | 6,981,010 | $629.5M | 0.12% | −115,951−1.6% | Reduced |
| Royal Bank of Canada | 7,405,007 | $667.8M | 0.15% | +281,499+4.0% | Added |
| Goldman Sachs Group Inc | 7,564,088 | $682.1M | 0.13% | +1,223,268+19.3% | Added |
| Legal & General Group Plc | 8,154,622 | $735.4M | 0.19% | −371,691−4.4% | Reduced |
| Bank of America Corp | 8,501,042 | $766.6M | 0.07% | +26,585+0.3% | Added |
| Ameriprise Financial Inc | 9,496,178 | $856.4M | 0.22% | +2,6220.0% | Added |
| Northern Trust Corp | 10,344,675 | $932.9M | 0.15% | −375,064−3.5% | Reduced |
| Norges Bank | 10,883,479 | $981.5M | 0.14% | +271,098+2.6% | Added |
| Morgan Stanley | 11,266,226 | $1.02B | 0.07% | +118,592+1.1% | Added |
| Franklin Resources Inc | 14,150,402 | $1.27B | 0.36% | −2,160,396−13.2% | Reduced |