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, Q4 2024
Institutional positions in Southern Co as of Dec 31, 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
- 2,126
- +146 vs. Q3 2024
- Shares held
- 746.5M
- +7.13M (+1.0%) vs. Q3 2024
- Total value
- $61.4B
- −$5.05B (−7.6%) vs. Q3 2024
- New holders
- 271
- 876 more added
- Sold out
- 125
- 675 more reduced
30 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 102,790,453 | $8.46B | 0.15% | +698,422+0.7% | Added |
| BlackRock, Inc. | 83,741,812 | $6.89B | 0.14% | +3,252,999+4.0% | Added |
| State Street Corp | 57,646,249 | $4.75B | 0.19% | −1,282,388−2.2% | Reduced |
| JPMorgan Chase & Co | 55,807,575 | $4.59B | 0.36% | +1,082,850+2.0% | Added |
| FMR LLC | 28,215,976 | $2.32B | 0.14% | −1,159,616−3.9% | Reduced |
| Capital International Investors | 27,244,117 | $2.24B | 0.42% | −1,285,824−4.5% | Reduced |
| Geode Capital Management, LLC | 25,050,209 | $2.06B | 0.16% | +528,870+2.2% | Added |
| Massachusetts Financial Services Co | 21,920,407 | $1.80B | 0.57% | −3,245,816−12.9% | Reduced |
| Price T Rowe Associates Inc | 15,876,440 | $1.31B | 0.15% | −2,147,937−11.9% | Reduced |
| GQG Partners LLC | 14,802,254 | $1.22B | 1.81% | −1,753,649−10.6% | Reduced |
| Franklin Resources Inc | 14,099,428 | $1.16B | 0.32% | −50,974−0.4% | Reduced |
| Morgan Stanley | 11,491,827 | $946.0M | 0.07% | +225,601+2.0% | Added |
| Northern Trust Corp | 10,805,269 | $889.5M | 0.13% | +460,594+4.5% | Added |
| Norges Bank | 10,301,496 | $848.0M | 0.11% | −581,983−5.3% | Reduced |
| Ameriprise Financial Inc | 9,269,678 | $763.1M | 0.20% | −226,500−2.4% | Reduced |
| Royal Bank of Canada | 8,475,998 | $697.7M | 0.15% | +1,070,991+14.5% | Added |
| Goldman Sachs Group Inc | 8,427,741 | $693.8M | 0.13% | +863,653+11.4% | Added |
| Legal & General Group Plc | 8,308,053 | $683.9M | 0.18% | +153,431+1.9% | Added |
| Bank of New York Mellon Corp | 7,633,606 | $628.4M | 0.12% | +652,596+9.3% | Added |
| Bank of America Corp | 7,197,835 | $592.5M | 0.05% | −1,303,207−15.3% | Reduced |
| Charles Schwab Investment Management Inc | 6,599,710 | $543.3M | 0.10% | +194,114+3.0% | Added |
| Nuveen Asset Management, LLC | 5,489,536 | $451.9M | 0.13% | −708,498−11.4% | Reduced |
| UBS Group AG | 5,365,096 | $441.7M | 0.10% | +613,561+12.9% | Added |
| Invesco Ltd. | 5,325,294 | $438.4M | 0.08% | +746,975+16.3% | Added |
| UBS Asset Management Americas Inc | 5,208,872 | $428.8M | 0.10% | +979,756+23.2% | Added |
| California Public Employees Retirement System | 5,008,039 | $412.3M | 0.28% | −31,985−0.6% | Reduced |
| Marshall Wace, LLP | 4,322,931 | $355.9M | 0.45% | +3,307,527+325.7% | Added |
| Raymond James Financial Inc | 3,830,060 | $315.3M | 0.12% | +3,830,060 | New |
| Wells Fargo & Company | 3,683,136 | $303.2M | 0.07% | −4,024−0.1% | Reduced |
| Swiss National Bank | 3,092,200 | $254.5M | 0.17% | −153,300−4.7% | Reduced |
| Wellington Management Group LLP | 2,984,209 | $245.7M | 0.04% | −42,503−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 2,928,531 | $241.1M | 0.43% | −148,904−4.8% | Reduced |
| Federated Hermes, Inc. | 2,925,477 | $240.8M | 0.53% | −27,186−0.9% | Reduced |
| Amundi | 2,780,137 | $230.8M | 0.08% | +284,022+11.4% | Added |
| Pictet Asset Management Holding SA | 2,679,802 | $220.6M | 0.24% | −242,620−8.3% | Reduced |
| Qube Research & Technologies Ltd | 2,634,793 | $216.9M | 0.35% | +2,137,749+430.1% | Added |
| National Pension Service | 2,600,074 | $214.0M | 0.20% | +179,184+7.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,594,755 | $213.6M | 0.14% | −25,240−1.0% | Reduced |
| Dimensional Fund Advisors LP | 2,440,982 | $200.9M | 0.05% | +64,328+2.7% | Added |
| Envestnet Asset Management Inc | 2,439,594 | $200.8M | 0.06% | +72,370+3.1% | Added |
| LPL Financial LLC | 2,199,185 | $181.0M | 0.07% | +127,015+6.1% | Added |
| Bank of Montreal | 2,153,528 | $177.3M | 0.09% | +59,235+2.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,075,518 | $170.9M | 1.06% | −7,861−0.4% | Reduced |
| Rhumbline Advisers | 2,045,207 | $168.4M | 0.15% | −21,611−1.0% | Reduced |
| HSBC Holdings PLC | 1,980,161 | $162.8M | 0.10% | +4500.0% | Added |
| Deutsche Bank AG | 1,876,274 | $154.5M | 0.06% | −66,146−3.4% | Reduced |
| Barclays PLC | 1,799,838 | $148.2M | 0.07% | −506,901−22.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,715,968 | $141.3M | 0.14% | +104,798+6.5% | Added |
| BNP Paribas Arbitrage, SA | 1,705,772 | $140.4M | 0.11% | +351,484+26.0% | Added |
| Synovus Financial Corp | 1,700,776 | $140.0M | 1.78% | −1,377,183−44.7% | Reduced |
| Confluence Investment Management LLC | 1,648,438 | $135.7M | 1.88% | −24,211−1.4% | Reduced |
| Jennison Associates LLC | 1,538,512 | $126.7M | 0.08% | −23,614−1.5% | Reduced |
| HighTower Advisors, LLC | 1,504,693 | $123.9M | 0.17% | +465,399+44.8% | Added |
| Citigroup Inc | 1,492,171 | $122.8M | 0.12% | +502,259+50.7% | Added |
| Empower Advisory Group, LLC | 1,401,664 | $115.4M | 0.39% | +35,606+2.6% | Added |
| Renaissance Technologies LLC | 1,368,788 | $112.7M | 0.17% | +1,162,288+562.9% | Added |
| Manufacturers Life Insurance Company, The | 1,367,500 | $112.6M | 0.10% | −43,597−3.1% | Reduced |
| Duff & Phelps Investment Management Co | 1,365,574 | $112.4M | 1.35% | −235,144−14.7% | Reduced |
| Principal Financial Group Inc | 1,346,189 | $110.8M | 0.06% | −4,836−0.4% | Reduced |
| California State Teachers Retirement System | 1,309,713 | $107.8M | 0.13% | −49,107−3.6% | Reduced |
| Colony Group, LLC | 1,299,832 | $107.0M | 0.28% | +301,588+30.2% | Added |
| Zacks Investment Management | 1,284,501 | $105.7M | 0.98% | −142,503−10.0% | Reduced |
| Russell Investments Group, Ltd. | 1,220,503 | $100.5M | 0.14% | +36,378+3.1% | Added |
| New York State Common Retirement Fund | 1,186,701 | $97.7M | 0.13% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,141,302 | $94.0M | 0.09% | −615,268−35.0% | Reduced |
| Cohen & Steers, Inc. | 1,116,096 | $91.9M | 0.17% | −455,797−29.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,107,002 | $91.1M | 0.17% | −53,643−4.6% | Reduced |
| Alliancebernstein L.P. | 1,093,204 | $90.0M | 0.03% | −14,060−1.3% | Reduced |
| Energy Income Partners, LLC | 1,066,197 | $87.8M | 1.80% | +726,772+214.1% | Added |
| Commonwealth Equity Services, LLC | 1,058,825 | $87.2M | 0.13% | +21,668+2.1% | Added |
| Natixis Advisors, L.P. | 1,029,318 | $84.7M | 0.16% | +7,517+0.7% | Added |
| Clark Capital Management Group, Inc. | 1,028,945 | $84.7M | 0.59% | +10,388+1.0% | Added |
| Stifel Financial Corp | 987,659 | $81.3M | 0.08% | +24,393+2.5% | Added |
| Macquarie Group Ltd | 998,275 | $78.7M | 0.10% | −12,322−1.2% | Reduced |
| Mawer Investment Management Ltd. | 917,274 | $75.5M | 0.34% | −168,901−15.6% | Reduced |
| Stonegate Investment Group, LLC | 915,908 | $75.4M | 2.01% | +9,246+1.0% | Added |
| New York State Teachers Retirement System | 907,871 | $74.7M | 0.16% | −32,763−3.5% | Reduced |
| Westwood Holdings Group Inc. | 896,323 | $73.8M | 0.57% | +847,803+1,747.3% | Added |
| Capital Advisors Inc | 890,267 | $73.3M | 1.46% | +15,383+1.8% | Added |
| National Bank of Canada | 885,993 | $73.0M | 0.09% | −48,388−5.2% | Reduced |
| Korea Investment CORP | 844,558 | $69.5M | 0.16% | +33,847+4.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 791,614 | $65.2M | 0.15% | −53,596−6.3% | Reduced |
| Welch Group, LLC | 780,346 | $64.3M | 2.90% | −5,375−0.7% | Reduced |
| First Trust Advisors LP | 778,774 | $64.1M | 0.06% | +133,908+20.8% | Added |
| 1832 Asset Management L.P. | 773,548 | $63.7M | 0.11% | −114,563−12.9% | Reduced |
| Truist Financial Corp | 766,953 | $63.1M | 0.10% | +26,990+3.6% | Added |
| Old Republic International Corporation | 766,000 | $63.1M | 2.48% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 730,489 | $60.1M | 0.08% | −1,393−0.2% | Reduced |
| Victory Capital Management Inc | 674,529 | $55.5M | 0.05% | −49,095−6.8% | Reduced |
| Fort Washington Investment Advisors Inc | 626,879 | $51.6M | 0.31% | +626,879 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 617,672 | $50.8M | 0.10% | +617,672 | New |
| Brandywine Global Investment Management, LLC | 607,903 | $50.0M | 0.36% | +286,996+89.4% | Added |
| State of Wisconsin Investment Board | 605,646 | $49.9M | 0.13% | −18,404−2.9% | Reduced |
| Prudential Financial Inc | 599,533 | $49.4M | 0.07% | −102,493−14.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 598,700 | $49.3M | 0.09% | +243,000+68.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 580,134 | $47.8M | 0.15% | −11,388−1.9% | Reduced |
| Capital Investment Advisors, LLC | 576,435 | $47.5M | 0.97% | +8,148+1.4% | Added |
| Vaughan David Investments LLC | 570,716 | $47.0M | 1.11% | +2,418+0.4% | Added |
| Great West Life Assurance Co | 561,597 | $46.2M | 0.08% | −27,559−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 545,083 | $44.7M | 0.07% | +140,401+34.7% | Added |