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 |
|---|---|---|---|---|---|
| Nichols & Pratt Advisers LLP | 191,302 | $17.3M | 1.11% | −1,000−0.5% | Reduced |
| Public Sector Pension Investment Board | 190,678 | $17.2M | 0.09% | +5,242+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 188,909 | $17.0M | 0.02% | +4,693+2.5% | Added |
| USS Investment Management Ltd | 188,397 | $17.0M | 0.12% | +9,016+5.0% | Added |
| Susquehanna International Group, LLP | 188,076 | $17.0M | 0.03% | −99,466−34.6% | Reduced |
| Huntington National Bank | 187,263 | $16.9M | 0.12% | +15,274+8.9% | Added |
| Leavell Investment Management, Inc. | 185,938 | $16.8M | 0.84% | +14,478+8.4% | Added |
| International Assets Investment Management, LLC | 1,502,813 | $16.7M | 0.08% | +1,485,816+8,741.6% | Added |
| Eagle Ridge Investment Management | 184,493 | $16.6M | 1.46% | +6,259+3.5% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $16.6M | 0.03% | −38,614−17.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 182,506 | $16.5M | 0.04% | −8,641−4.5% | Reduced |
| British Columbia Investment Management Corp | 182,455 | $16.5M | 0.10% | −26,541−12.7% | Reduced |
| MAI Capital Management | 181,596 | $16.4M | 0.16% | +5,010+2.8% | Added |
| Utah Retirement Systems | 181,072 | $16.3M | 0.18% | +700+0.4% | Added |
| CWM, LLC | 178,379 | $16.1M | 0.07% | +9,481+5.6% | Added |
| Dakota Wealth Management | 172,449 | $15.6M | 0.35% | −12,181−6.6% | Reduced |
| AQR Capital Management LLC | 170,259 | $15.3M | 0.02% | +27,399+19.2% | Added |
| Rockefeller Capital Management L.P. | 170,000 | $15.3M | 0.04% | +988+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 169,581 | $15.2M | 0.14% | +20,120+13.5% | Added |
| HB Wealth Management, LLC | 168,875 | $15.2M | 0.16% | +2,339+1.4% | Added |
| Squarepoint Ops LLC | 167,458 | $15.1M | 0.05% | −253,613−60.2% | Reduced |
| Warren Averett Asset Management, LLC | 166,869 | $15.0M | 0.28% | +6,044+3.8% | Added |
| Yousif Capital Management, LLC | 163,992 | $14.8M | 0.16% | −2,457−1.5% | Reduced |
| M&T Bank Corp | 162,983 | $14.7M | 0.05% | +2,056+1.3% | Added |
| Moody Lynn & Lieberson, LLC | 161,539 | $14.6M | 0.90% | +51,472+46.8% | Added |
| ProShare Advisors LLC | 159,997 | $14.4M | 0.04% | +1,243+0.8% | Added |
| Pinnacle Financial Partners Inc | 155,865 | $14.1M | 0.28% | +2,867+1.9% | Added |
| Capital Group Private Client Services, Inc. | 154,654 | $13.9M | 0.13% | −2,167−1.4% | Reduced |
| Calamos Wealth Management LLC | 153,815 | $13.9M | 0.71% | −35,433−18.7% | Reduced |
| Benjamin Edwards Inc | 152,675 | $13.8M | 0.20% | +145,667+2,078.6% | Added |
| Public Employees Retirement Association of Colorado | 151,299 | $13.6M | 0.05% | +103+0.1% | Added |
| Commerce Bank | 150,989 | $13.6M | 0.08% | +8,246+5.8% | Added |
| Bragg Financial Advisors, Inc | 149,869 | $13.5M | 0.56% | +1,655+1.1% | Added |
| Xponance, Inc. | 148,919 | $13.4M | 0.13% | +3,069+2.1% | Added |
| CIBC World Markets Corp | 148,373 | $13.4M | 0.10% | +7,541+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 147,771 | $13.3M | 0.12% | +62,230+72.7% | Added |
| Nisa Investment Advisors, LLC | 145,829 | $13.2M | 0.08% | +1,602+1.1% | Added |
| New York Life Investment Management LLC | 145,367 | $13.1M | 0.13% | −4,821−3.2% | Reduced |
| State of Alaska, Department of Revenue | 143,580 | $12.9M | 0.14% | −11,280−7.3% | Reduced |
| Intact Investment Management Inc. | 143,110 | $12.9M | 0.43% | +13,110+10.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 142,916 | $12.9M | 0.14% | +4,711+3.4% | Added |
| CIBC Private Wealth Group, LLC | 141,041 | $12.7M | 0.02% | +1,611+1.2% | Added |
| CCM Investment Advisers LLC | 140,529 | $12.7M | 1.41% | +1,475+1.1% | Added |
| Raymond James Trust N.A. | 140,100 | $12.6M | 0.27% | +25,462+22.2% | Added |
| Bank of Nova Scotia | 139,923 | $12.6M | 0.03% | +20,761+17.4% | Added |
| Klingenstein Fields & Co LP | 139,390 | $12.6M | 0.50% | +2,429+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 138,447 | $12.5M | 0.02% | +33,266+31.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 137,740 | $12.4M | 0.04% | −13,097−8.7% | Reduced |
| Cullinan Associates Inc | 131,699 | $12.2M | 0.69% | +330.0% | Added |
| Jane Street Group, LLC | 135,808 | $12.2M | 0.02% | −556,706−80.4% | Reduced |
| Mutual of America Capital Management LLC | 134,624 | $12.1M | 0.13% | −3,264−2.4% | Reduced |
| Independent Advisor Alliance | 134,194 | $12.1M | 0.44% | +7,443+5.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 133,953 | $12.1M | 0.31% | −13,175−9.0% | Reduced |
| Rockland Trust Co | 133,928 | $12.1M | 0.59% | −4,472−3.2% | Reduced |
| Nissay Asset Management Corp | 133,097 | $12.0M | 0.08% | +4,087+3.2% | Added |
| Biondo Investment Advisors, LLC | 132,145 | $11.9M | 1.63% | +485+0.4% | Added |
| Vestcor Inc | 131,374 | $11.8M | 0.37% | −4,268−3.1% | Reduced |
| Pathstone Holdings, LLC | 129,210 | $11.7M | 0.05% | −26,345−16.9% | Reduced |
| Keybank National Association | 126,213 | $11.4M | 0.04% | −2,129−1.7% | Reduced |
| Pacer Advisors, Inc. | 126,185 | $11.4M | 0.02% | +20,443+19.3% | Added |
| Rafferty Asset Management, LLC | 125,996 | $11.4M | 0.04% | +7,369+6.2% | Added |
| Atria Investments LLC | 125,692 | $11.3M | 0.14% | −19,851−13.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 125,629 | $11.3M | 1.72% | +3,414+2.8% | Added |
| Signature Wealth Management Group | 124,323 | $11.2M | 4.50% | −420.0% | Reduced |
| QRG Capital Management, Inc. | 123,834 | $11.2M | 0.12% | +27,226+28.2% | Added |
| Employees Retirement System of Texas | 121,431 | $11.0M | 0.09% | +14,461+13.5% | Added |
| Janus Henderson Group PLC | 121,333 | $10.9M | 0.01% | +382+0.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 120,916 | $10.9M | 0.14% | −390.0% | Reduced |
| Lockheed Martin Investment Management Co | 119,110 | $10.7M | 0.50% | −36,210−23.3% | Reduced |
| Alerus Financial NA | 119,026 | $10.7M | 0.79% | −11,776−9.0% | Reduced |
| Guggenheim Capital LLC | 118,082 | $10.6M | 0.08% | −27,608−18.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 117,925 | $10.6M | 0.01% | +117,925 | New |
| Sagefield Capital LP | 117,293 | $10.6M | 1.15% | +28,082+31.5% | Added |
| Exchange Traded Concepts, LLC | 114,410 | $10.3M | 0.24% | −108,363−48.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 111,500 | $10.1M | 0.11% | 00.0% | Unchanged |
| Core Alternative Capital | 111,423 | $10.0M | 1.94% | −10,538−8.6% | Reduced |
| RFG Advisory, LLC | 110,985 | $10.0M | 0.30% | −18,002−14.0% | Reduced |
| Private Advisor Group, LLC | 110,536 | $9.97M | 0.06% | +1,484+1.4% | Added |
| Kanawha Capital Management LLC | 110,366 | $9.95M | 0.72% | −1,210−1.1% | Reduced |
| Bell Bank | 108,699 | $9.80M | 1.16% | −18,458−14.5% | Reduced |
| Fisher Asset Management, LLC | 108,361 | $9.77M | 0.00% | +5,589+5.4% | Added |
| Thompson Siegel & Walmsley LLC | 108,199 | $9.76M | 0.15% | +108,199 | New |
| Trexquant Investment LP | 107,860 | $9.73M | 0.12% | +107,860 | New |
| Fifth Third Bancorp | 107,276 | $9.67M | 0.04% | +414+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 107,033 | $9.65M | 0.02% | −3,179−2.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 106,535 | $9.60M | 0.10% | +73,880+226.2% | Added |
| Atria Wealth Solutions, Inc. | 105,948 | $9.55M | 0.10% | +2,259+2.2% | Added |
| TCTC Holdings, LLC | 105,934 | $9.55M | 0.32% | −5,848−5.2% | Reduced |
| Wealthfront Advisers LLC | 105,545 | $9.52M | 0.03% | +6,574+6.6% | Added |
| Advisory Services Network, LLC | 122,623 | $9.51M | 0.20% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 105,153 | $9.48M | 0.04% | +22,553+27.3% | Added |
| Foundations Investment Advisors, LLC | 105,001 | $9.47M | 0.20% | +39,840+61.1% | Added |
| JustInvest LLC | 104,531 | $9.43M | 0.15% | +9,081+9.5% | Added |
| Blair William & Co | 104,282 | $9.40M | 0.03% | +3,870+3.9% | Added |
| Arkadios Wealth Advisors | 103,995 | $9.38M | 0.53% | −3,562−3.3% | Reduced |
| Fiduciary Group LLC | 102,534 | $9.25M | 0.94% | −2,973−2.8% | Reduced |
| Allianz Asset Management GmbH | 102,524 | $9.25M | 0.01% | −4,579−4.3% | Reduced |
| Advisors Management Group Inc | 100,735 | $9.08M | 2.15% | −384−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 99,718 | $8.99M | 0.06% | +2,011+2.1% | Added |
| Principle Wealth Partners LLC | 99,078 | $8.93M | 0.63% | −293−0.3% | Reduced |