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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 514,312 | $46.4M | 0.03% | −3,511−0.7% | Reduced |
| Qube Research & Technologies Ltd | 497,044 | $44.8M | 0.08% | +497,044 | New |
| Public Employees Retirement System of Ohio | 495,360 | $44.7M | 0.19% | −5,242−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 487,433 | $44.0M | 0.16% | +7,460+1.6% | Added |
| Swiss Life Asset Management Ltd | 485,224 | $43.8M | 0.50% | +14,001+3.0% | Added |
| Toronto Dominion Bank | 483,320 | $43.6M | 0.08% | −26,067−5.1% | Reduced |
| SEI Investments Co | 480,799 | $43.4M | 0.06% | −126,962−20.9% | Reduced |
| Treasurer of the State of North Carolina | 478,754 | $43.2M | 0.17% | +1,960+0.4% | Added |
| DnB Asset Management AS | 471,460 | $42.5M | 0.19% | +60,229+14.6% | Added |
| Resona Asset Management Co.,Ltd. | 432,350 | $39.0M | 0.23% | −8,368−1.9% | Reduced |
| Bollard Group LLC | 425,517 | $38.4M | 1.02% | −31,042−6.8% | Reduced |
| Standard Life Aberdeen plc | 424,733 | $38.3M | 0.07% | +21,998+5.5% | Added |
| Gabelli Funds LLC | 422,500 | $38.1M | 0.27% | −8,350−1.9% | Reduced |
| State of Tennessee, Treasury Department | 421,113 | $38.0M | 0.13% | −49,381−10.5% | Reduced |
| US Bancorp | 420,293 | $37.9M | 0.05% | −2,741−0.6% | Reduced |
| Slocum, Gordon & Co LLP | 908,753 | $37.7M | 15.17% | +907,219+59,140.7% | Added |
| Allspring Global Investments Holdings, LLC | 404,682 | $36.5M | 0.06% | +18,483+4.8% | Added |
| Magellan Asset Management Ltd | 402,836 | $36.3M | 0.36% | −27,519−6.4% | Reduced |
| State of New Jersey Common Pension Fund D | 400,318 | $36.1M | 0.15% | +2,362+0.6% | Added |
| Sanctuary Advisors, LLC | 403,684 | $35.4M | 0.22% | +28,889+7.7% | Added |
| TD Asset Management Inc | 391,147 | $35.2M | 0.03% | +985+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 388,595 | $35.0M | 0.08% | +32,722+9.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 382,701 | $34.5M | 0.12% | +5,639+1.5% | Added |
| Janney Montgomery Scott LLC | 379,060 | $34.2M | 0.10% | −16,211−4.1% | Reduced |
| Mariner, LLC | 377,355 | $34.0M | 0.06% | +10,983+3.0% | Added |
| Creative Planning | 368,646 | $33.2M | 0.03% | +12,011+3.4% | Added |
| Liberty One Investment Management, LLC | 368,195 | $33.2M | 3.39% | −254−0.1% | Reduced |
| FIL Ltd | 361,112 | $32.6M | 0.03% | −138,419−27.7% | Reduced |
| Voya Investment Management LLC | 360,256 | $32.5M | 0.03% | −129,987−26.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 355,700 | $32.1M | 0.06% | −293,100−45.2% | Reduced |
| EP Wealth Advisors, LLC | 354,881 | $32.0M | 0.28% | +2,326+0.7% | Added |
| Boston Partners | 345,130 | $31.1M | 0.04% | +20,012+6.2% | Added |
| GW Henssler & Associates Ltd | 341,970 | $30.8M | 1.74% | −3,931−1.1% | Reduced |
| MML Investors Services, LLC | 341,847 | $30.8M | 0.11% | +21,497+6.7% | Added |
| STRS Ohio | 341,241 | $30.8M | 0.12% | −5,944−1.7% | Reduced |
| Energy Income Partners, LLC | 339,425 | $30.6M | 0.66% | −792,250−70.0% | Reduced |
| IFM Investors Pty Ltd | 329,655 | $29.7M | 0.29% | −34,681−9.5% | Reduced |
| American Century Companies Inc | 326,057 | $29.4M | 0.02% | +55,527+20.5% | Added |
| iA Global Asset Management Inc. | 324,045 | $29.2M | 0.51% | +17,245+5.6% | Added |
| APG Asset Management N.V. | 358,962 | $29.0M | 0.19% | −1,260,617−77.8% | Reduced |
| Brandywine Global Investment Management, LLC | 320,907 | $28.8M | 0.19% | −550,674−63.2% | Reduced |
| Van Eck Associates Corp | 303,420 | $28.6M | 0.04% | +7,527+2.5% | Added |
| First Horizon Advisors, Inc. | 314,672 | $28.4M | 0.79% | +5,459+1.8% | Added |
| Arizona State Retirement System | 313,511 | $28.3M | 0.18% | −2,780−0.9% | Reduced |
| State of Michigan Retirement System | 297,823 | $26.9M | 0.13% | −1,600−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 295,842 | $26.7M | 0.03% | +19,517+7.1% | Added |
| Kestra Advisory Services, LLC | 294,540 | $26.6M | 0.15% | −42,722−12.7% | Reduced |
| Baird Financial Group, Inc. | 290,700 | $26.2M | 0.05% | −16,037−5.2% | Reduced |
| Illinois Municipal Retirement Fund | 290,360 | $26.2M | 0.37% | +7,236+2.6% | Added |
| Jacobs Levy Equity Management, Inc | 288,679 | $26.0M | 0.10% | +140,151+94.4% | Added |
| Captrust Financial Advisors | 286,666 | $25.9M | 0.08% | +3,820+1.4% | Added |
| SG Americas Securities, LLC | 285,849 | $25.8M | 0.10% | +71,749+33.5% | Added |
| MetLife Investment Management | 284,351 | $25.6M | 0.15% | −7,331−2.5% | Reduced |
| CI Private Wealth, LLC | 279,100 | $25.2M | 0.04% | +18,544+7.1% | Added |
| Cahaba Wealth Management, Inc. | 271,457 | $24.5M | 2.02% | −2,587−0.9% | Reduced |
| Hennessy Advisors Inc | 267,500 | $24.1M | 0.77% | −5,000−1.8% | Reduced |
| Aptus Capital Advisors, LLC | 267,369 | $24.1M | 0.37% | +45,936+20.7% | Added |
| DDD Partners, LLC | 266,921 | $24.1M | 2.61% | −28,821−9.7% | Reduced |
| Corebridge Financial, Inc. | 263,343 | $23.7M | 0.13% | −7,631−2.8% | Reduced |
| Eventide Asset Management, LLC | 261,941 | $23.6M | 0.41% | −29,472−10.1% | Reduced |
| Crawford Investment Counsel Inc | 261,612 | $23.6M | 0.40% | −160,870−38.1% | Reduced |
| Comerica Bank | 261,321 | $23.6M | 0.09% | −3,603−1.4% | Reduced |
| CIBC Asset Management Inc | 260,677 | $23.5M | 0.08% | −3,410−1.3% | Reduced |
| Hudson Bay Capital Management LP | 260,000 | $23.4M | 0.16% | −60,000−18.8% | Reduced |
| Stephens Inc | 259,420 | $23.4M | 0.33% | +38,800+17.6% | 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 |
| Mercer Global Advisors Inc | 256,238 | $23.3M | 0.05% | +4,761+1.9% | Added |
| Sabal Trust CO | 256,314 | $23.1M | 1.26% | +1210.0% | Added |
| Crossmark Global Holdings, Inc. | 252,646 | $22.8M | 0.41% | −5,459−2.1% | Reduced |
| Forsta Ap-Fonden | 251,800 | $22.7M | 0.17% | +39,300+18.5% | Added |
| Financial Counselors Inc | 244,531 | $22.1M | 0.33% | +1,358+0.6% | Added |
| Advisors Capital Management, LLC | 241,157 | $21.7M | 0.35% | +88,967+58.5% | Added |
| Retirement Systems of Alabama | 238,796 | $21.5M | 0.08% | −2,402−1.0% | Reduced |
| Verition Fund Management LLC | 238,449 | $21.5M | 0.15% | −98,085−29.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 236,143 | $21.3M | 1.46% | −23,407−9.0% | Reduced |
| Davidson Investment Advisors | 231,614 | $20.9M | 1.01% | +1,240+0.5% | Added |
| Fukoku Mutual Life Insurance Co | 231,387 | $20.9M | 1.49% | 00.0% | Unchanged |
| Norris Perne & French LLP | 230,566 | $20.8M | 1.43% | −161,649−41.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 229,658 | $20.7M | 0.66% | +356+0.2% | Added |
| Savant Capital, LLC | 224,248 | $20.2M | 0.17% | −22,343−9.1% | Reduced |
| Czech National Bank | 222,742 | $20.1M | 0.20% | +14,380+6.9% | Added |
| Richard C. Young & CO., LTD. | 221,547 | $20.0M | 2.18% | +3,458+1.6% | Added |
| GWM Advisors LLC | 218,521 | $19.7M | 0.13% | +5,108+2.4% | Added |
| Regions Financial Corp | 217,966 | $19.7M | 0.14% | −367−0.2% | Reduced |
| Amalgamated Bank | 217,742 | $19.6M | 0.16% | −3,153−1.4% | Reduced |
| CWA Asset Management Group, LLC | 216,399 | $19.5M | 1.04% | +216,399 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 213,985 | $19.3M | 0.06% | +9,689+4.7% | Added |
| Tiaa Trust, National Association | 211,037 | $19.0M | 0.06% | −12,224−5.5% | Reduced |
| Calamos Advisors LLC | 209,838 | $18.9M | 0.09% | +3,091+1.5% | Added |
| Assenagon Asset Management S.A. | 207,375 | $18.7M | 0.04% | +131,378+172.9% | Added |
| Renaissance Technologies LLC | 206,500 | $18.6M | 0.03% | +180,500+694.2% | Added |
| Edgar Lomax Co | 204,915 | $18.5M | 1.13% | −3,220−1.5% | Reduced |
| Teacher Retirement System of Texas | 203,994 | $18.4M | 0.09% | +131,075+179.8% | Added |
| Daiwa Securities Group Inc. | 202,816 | $18.3M | 0.08% | +11,341+5.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $18.0M | 0.04% | −110,000−35.5% | Reduced |
| Verity & Verity, LLC | 196,537 | $17.7M | 1.74% | +169+0.1% | Added |
| Becker Capital Management Inc | 195,529 | $17.6M | 0.57% | +3,498+1.8% | Added |
| Man Group plc | 191,785 | $17.3M | 0.05% | +124,496+185.0% | Added |
| Cerity Partners LLC | 191,414 | $17.3M | 0.04% | −363−0.2% | Reduced |