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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 164,265 | $13.5M | 0.03% | +25,818+18.6% | Added |
| M&T Bank Corp | 164,768 | $13.6M | 0.05% | +1,785+1.1% | Added |
| Rockefeller Capital Management L.P. | 166,795 | $13.7M | 0.04% | −3,205−1.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 166,813 | $13.7M | 0.03% | +163,426+4,825.1% | Added |
| Dakota Wealth Management | 168,809 | $13.9M | 0.32% | −3,640−2.1% | Reduced |
| CIBC World Markets Corp | 172,816 | $14.2M | 0.08% | +24,443+16.5% | Added |
| UBS Oconnor LLC | 173,610 | $14.3M | 0.36% | +82,890+91.4% | Added |
| HB Wealth Management, LLC | 174,866 | $14.4M | 0.15% | +5,991+3.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 175,356 | $14.4M | 0.40% | +41,403+30.9% | Added |
| USS Investment Management Ltd | 175,403 | $14.4M | 0.10% | −12,994−6.9% | Reduced |
| Verition Fund Management LLC | 175,425 | $14.4M | 0.07% | −63,024−26.4% | Reduced |
| Andra AP-fonden | 177,700 | $14.6M | 0.23% | +143,100+413.6% | Added |
| Utah Retirement Systems | 181,672 | $15.0M | 0.16% | +600+0.3% | Added |
| Eagle Ridge Investment Management | 181,773 | $15.0M | 1.31% | −2,720−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 181,821 | $15.0M | 0.03% | −685−0.4% | Reduced |
| Leavell Investment Management, Inc. | 182,606 | $15.0M | 0.74% | −3,332−1.8% | Reduced |
| Graham Capital Management, L.P. | 182,761 | $15.0M | 0.46% | +104,450+133.4% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $15.2M | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 185,720 | $15.3M | 0.06% | +7,341+4.1% | Added |
| Nichols & Pratt Advisers LLP | 187,568 | $15.4M | 1.03% | −3,734−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 189,118 | $15.6M | 0.01% | +209+0.1% | Added |
| ProShare Advisors LLC | 190,418 | $15.7M | 0.04% | +30,421+19.0% | Added |
| O'Shaughnessy Asset Management, LLC | 190,609 | $15.7M | 0.13% | +21,028+12.4% | Added |
| Cerity Partners LLC | 190,015 | $15.9M | 0.03% | −1,399−0.7% | Reduced |
| Edgar Lomax Co | 201,020 | $16.5M | 1.07% | −3,895−1.9% | Reduced |
| Huntington National Bank | 201,316 | $16.6M | 0.12% | +14,053+7.5% | Added |
| Verity & Verity, LLC | 201,971 | $16.6M | 1.52% | +5,434+2.8% | Added |
| Daiwa Securities Group Inc. | 203,518 | $16.8M | 0.07% | +702+0.3% | Added |
| Swiss Life Asset Management Ltd | 207,870 | $17.1M | 0.13% | −277,354−57.2% | Reduced |
| CWA Asset Management Group, LLC | 208,270 | $17.1M | 0.86% | −8,129−3.8% | Reduced |
| Gotham Asset Management, LLC | 208,519 | $17.2M | 0.16% | +164,250+371.0% | Added |
| MAI Capital Management | 209,009 | $17.2M | 0.13% | +27,413+15.1% | Added |
| British Columbia Investment Management Corp | 209,608 | $17.3M | 0.10% | +27,153+14.9% | Added |
| Calamos Advisors LLC | 211,879 | $17.4M | 0.08% | +2,041+1.0% | Added |
| Becker Capital Management Inc | 212,366 | $17.5M | 0.57% | +16,837+8.6% | Added |
| Capital International Inc | 213,948 | $17.6M | 0.21% | −323,082−60.2% | Reduced |
| Amalgamated Bank | 214,700 | $17.7M | 0.15% | −3,042−1.4% | Reduced |
| Tiaa Trust, National Association | 216,208 | $17.8M | 0.05% | +5,171+2.5% | Added |
| Calamos Wealth Management LLC | 218,031 | $17.9M | 0.90% | +64,216+41.7% | Added |
| Warren Averett Asset Management, LLC | 219,362 | $18.1M | 0.28% | +52,493+31.5% | Added |
| Regions Financial Corp | 221,170 | $18.2M | 0.13% | +3,204+1.5% | Added |
| Richard C. Young & CO., LTD. | 222,149 | $18.3M | 1.99% | +602+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 223,020 | $18.4M | 0.05% | +9,035+4.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 223,768 | $18.4M | 0.59% | −5,890−2.6% | Reduced |
| Davidson Investment Advisors | 223,840 | $18.4M | 0.90% | −7,774−3.4% | Reduced |
| Citadel Advisors LLC | 226,776 | $18.7M | 0.02% | −486,934−68.2% | Reduced |
| Norris Perne & French LLP | 228,378 | $18.8M | 1.36% | −2,188−0.9% | Reduced |
| Savant Capital, LLC | 228,380 | $18.8M | 0.15% | +4,132+1.8% | Added |
| GWM Advisors LLC | 229,905 | $18.9M | 0.11% | +11,384+5.2% | Added |
| Fukoku Mutual Life Insurance Co | 232,479 | $19.1M | 1.38% | +1,092+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 235,458 | $19.4M | 0.09% | +141,876+151.6% | Added |
| Mercer Global Advisors Inc | 235,600 | $19.4M | 0.05% | −20,638−8.1% | Reduced |
| Retirement Systems of Alabama | 237,226 | $19.5M | 0.07% | −1,570−0.7% | Reduced |
| Czech National Bank | 237,566 | $19.6M | 0.18% | +14,824+6.7% | Added |
| Financial Counselors Inc | 242,251 | $19.9M | 0.29% | −2,280−0.9% | Reduced |
| CI Private Wealth, LLC | 250,083 | $20.4M | 0.03% | −29,017−10.4% | Reduced |
| Forsta Ap-Fonden | 249,200 | $20.5M | 0.15% | −2,600−1.0% | Reduced |
| Comerica Bank | 251,191 | $20.7M | 0.08% | −10,130−3.9% | Reduced |
| Corebridge Financial, Inc. | 251,822 | $20.7M | 0.11% | −11,521−4.4% | Reduced |
| Sabal Trust CO | 253,096 | $20.8M | 1.20% | −3,218−1.3% | Reduced |
| Crawford Investment Counsel Inc | 256,160 | $21.1M | 0.38% | −5,452−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 256,249 | $21.1M | 0.38% | +3,603+1.4% | Added |
| DDD Partners, LLC | 260,029 | $21.4M | 2.63% | −6,892−2.6% | Reduced |
| FIL Ltd | 262,808 | $21.6M | 0.02% | −98,304−27.2% | Reduced |
| Kestra Advisory Services, LLC | 262,999 | $21.7M | 0.12% | −31,541−10.7% | Reduced |
| Advisors Capital Management, LLC | 265,062 | $21.8M | 0.34% | +23,905+9.9% | Added |
| CIBC Asset Management Inc | 267,799 | $22.0M | 0.07% | +7,122+2.7% | Added |
| AQR Capital Management LLC | 267,878 | $22.1M | 0.03% | +97,619+57.3% | Added |
| Brinker Capital Investments, LLC | 270,267 | $22.2M | 0.22% | +11,295+4.4% | Added |
| Orion Portfolio Solutions, LLC | 270,267 | $22.2M | 0.22% | +11,295+4.4% | Added |
| Jacobs Levy Equity Management, Inc | 270,787 | $22.3M | 0.08% | −17,892−6.2% | Reduced |
| Cahaba Wealth Management, Inc. | 278,453 | $22.9M | 1.90% | +6,996+2.6% | Added |
| American Century Companies Inc | 278,719 | $22.9M | 0.01% | −47,338−14.5% | Reduced |
| Baird Financial Group, Inc. | 282,375 | $23.2M | 0.04% | −8,325−2.9% | Reduced |
| Public Sector Pension Investment Board | 284,261 | $23.4M | 0.10% | +93,583+49.1% | Added |
| MetLife Investment Management | 289,999 | $23.9M | 0.13% | +5,648+2.0% | Added |
| Illinois Municipal Retirement Fund | 291,227 | $24.0M | 0.34% | +867+0.3% | Added |
| Hennessy Advisors Inc | 292,700 | $24.1M | 0.72% | +25,200+9.4% | Added |
| Credit Agricole S A | 295,954 | $24.4M | 0.08% | +262,642+788.4% | Added |
| State of Michigan Retirement System | 297,423 | $24.5M | 0.13% | −400−0.1% | Reduced |
| Captrust Financial Advisors | 298,324 | $24.6M | 0.07% | +11,658+4.1% | Added |
| iA Global Asset Management Inc. | 308,529 | $25.4M | 0.45% | −15,516−4.8% | Reduced |
| Aptus Capital Advisors, LLC | 309,304 | $25.5M | 0.30% | +41,935+15.7% | Added |
| IFM Investors Pty Ltd | 310,363 | $25.5M | 0.26% | −19,292−5.9% | Reduced |
| APG Asset Management N.V. | 326,612 | $26.0M | 0.07% | −32,350−9.0% | Reduced |
| Arizona State Retirement System | 315,818 | $26.0M | 0.16% | +2,307+0.7% | Added |
| First Horizon Advisors, Inc. | 322,067 | $26.5M | 0.74% | +7,395+2.4% | Added |
| Eventide Asset Management, LLC | 330,045 | $27.2M | 0.49% | +68,104+26.0% | Added |
| Magellan Asset Management Ltd | 330,621 | $27.2M | 0.30% | −72,215−17.9% | Reduced |
| STRS Ohio | 339,284 | $27.9M | 0.11% | −1,957−0.6% | Reduced |
| EP Wealth Advisors, LLC | 343,633 | $28.3M | 0.23% | −11,248−3.2% | Reduced |
| Van Eck Associates Corp | 347,051 | $28.6M | 0.04% | +43,631+14.4% | Added |
| Voya Investment Management LLC | 352,887 | $29.0M | 0.03% | −7,369−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 353,358 | $29.1M | 0.09% | −195,006−35.6% | Reduced |
| MML Investors Services, LLC | 353,593 | $29.1M | 0.10% | +11,746+3.4% | Added |
| Boston Partners | 355,997 | $29.3M | 0.04% | +10,867+3.1% | Added |
| Teacher Retirement System of Texas | 360,696 | $29.7M | 0.11% | +156,702+76.8% | Added |
| Liberty One Investment Management, LLC | 367,480 | $30.3M | 3.28% | −715−0.2% | Reduced |
| GW Henssler & Associates Ltd | 337,109 | $30.4M | 1.74% | −4,861−1.4% | Reduced |
| Janney Montgomery Scott LLC | 381,347 | $31.4M | 0.09% | +2,287+0.6% | Added |