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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 382,213 | $31.5M | 0.87% | −43,304−10.2% | Reduced |
| Mariner, LLC | 384,075 | $31.6M | 0.05% | +6,720+1.8% | Added |
| Creative Planning | 384,228 | $31.6M | 0.03% | +15,582+4.2% | Added |
| Toronto Dominion Bank | 385,288 | $31.7M | 0.06% | −98,032−20.3% | Reduced |
| TD Asset Management Inc | 391,292 | $32.2M | 0.03% | +1450.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 398,624 | $32.8M | 0.11% | +15,923+4.2% | Added |
| SEI Investments Co | 399,638 | $32.9M | 0.04% | −81,161−16.9% | Reduced |
| State of New Jersey Common Pension Fund D | 400,318 | $33.0M | 0.13% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 403,181 | $33.2M | 0.12% | −17,932−4.3% | Reduced |
| Sanctuary Advisors, LLC | 400,608 | $34.0M | 0.22% | −3,076−0.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 416,107 | $34.3M | 0.20% | −16,243−3.8% | Reduced |
| US Bancorp | 416,899 | $34.3M | 0.04% | −3,394−0.8% | Reduced |
| Susquehanna International Group, LLP | 418,024 | $34.4M | 0.05% | +229,948+122.3% | Added |
| Gabelli Funds LLC | 419,450 | $34.5M | 0.26% | −3,050−0.7% | Reduced |
| Standard Life Aberdeen plc | 436,642 | $35.7M | 0.07% | +11,909+2.8% | Added |
| D. E. Shaw & Co., Inc. | 470,148 | $38.7M | 0.04% | +174,306+58.9% | Added |
| Public Employees Retirement System of Ohio | 471,753 | $38.8M | 0.13% | −23,607−4.8% | Reduced |
| Ceredex Value Advisors LLC | 480,745 | $39.6M | 0.80% | −43,986−8.4% | Reduced |
| Treasurer of the State of North Carolina | 481,774 | $39.7M | 0.15% | +3,020+0.6% | Added |
| DnB Asset Management AS | 483,267 | $39.8M | 0.17% | +11,807+2.5% | Added |
| Asset Management One Co.,Ltd. | 485,514 | $40.4M | 0.14% | −1,919−0.4% | Reduced |
| Schroder Investment Management Group | 501,404 | $41.3M | 0.04% | −46,114−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 534,227 | $42.5M | 0.10% | +6,278+1.2% | Added |
| The PNC Financial Services Group, Inc. | 518,712 | $42.7M | 0.03% | +4,400+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 525,485 | $43.3M | 0.08% | +136,890+35.2% | Added |
| Cetera Investment Advisers | 537,664 | $44.3M | 0.09% | +17,192+3.3% | Added |
| Allspring Global Investments Holdings, LLC | 545,083 | $44.7M | 0.07% | +140,401+34.7% | Added |
| Great West Life Assurance Co | 561,597 | $46.2M | 0.08% | −27,559−4.7% | Reduced |
| Vaughan David Investments LLC | 570,716 | $47.0M | 1.11% | +2,418+0.4% | Added |
| Capital Investment Advisors, LLC | 576,435 | $47.5M | 0.97% | +8,148+1.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 580,134 | $47.8M | 0.15% | −11,388−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 598,700 | $49.3M | 0.09% | +243,000+68.3% | Added |
| Prudential Financial Inc | 599,533 | $49.4M | 0.07% | −102,493−14.6% | Reduced |
| State of Wisconsin Investment Board | 605,646 | $49.9M | 0.13% | −18,404−2.9% | Reduced |
| Brandywine Global Investment Management, LLC | 607,903 | $50.0M | 0.36% | +286,996+89.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 617,672 | $50.8M | 0.10% | +617,672 | New |
| Fort Washington Investment Advisors Inc | 626,879 | $51.6M | 0.31% | +626,879 | New |
| Victory Capital Management Inc | 674,529 | $55.5M | 0.05% | −49,095−6.8% | Reduced |
| Mackenzie Financial Corp | 730,489 | $60.1M | 0.08% | −1,393−0.2% | Reduced |
| Old Republic International Corporation | 766,000 | $63.1M | 2.48% | 00.0% | Unchanged |
| Truist Financial Corp | 766,953 | $63.1M | 0.10% | +26,990+3.6% | Added |
| 1832 Asset Management L.P. | 773,548 | $63.7M | 0.11% | −114,563−12.9% | Reduced |
| First Trust Advisors LP | 778,774 | $64.1M | 0.06% | +133,908+20.8% | Added |
| Welch Group, LLC | 780,346 | $64.3M | 2.90% | −5,375−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 791,614 | $65.2M | 0.15% | −53,596−6.3% | Reduced |
| Korea Investment CORP | 844,558 | $69.5M | 0.16% | +33,847+4.2% | Added |
| National Bank of Canada | 885,993 | $73.0M | 0.09% | −48,388−5.2% | Reduced |
| Capital Advisors Inc | 890,267 | $73.3M | 1.46% | +15,383+1.8% | Added |
| Westwood Holdings Group Inc. | 896,323 | $73.8M | 0.57% | +847,803+1,747.3% | Added |
| New York State Teachers Retirement System | 907,871 | $74.7M | 0.16% | −32,763−3.5% | Reduced |
| Stonegate Investment Group, LLC | 915,908 | $75.4M | 2.01% | +9,246+1.0% | Added |
| Mawer Investment Management Ltd. | 917,274 | $75.5M | 0.34% | −168,901−15.6% | Reduced |
| Macquarie Group Ltd | 998,275 | $78.7M | 0.10% | −12,322−1.2% | Reduced |
| Stifel Financial Corp | 987,659 | $81.3M | 0.08% | +24,393+2.5% | Added |
| Clark Capital Management Group, Inc. | 1,028,945 | $84.7M | 0.59% | +10,388+1.0% | Added |
| Natixis Advisors, L.P. | 1,029,318 | $84.7M | 0.16% | +7,517+0.7% | Added |
| Commonwealth Equity Services, LLC | 1,058,825 | $87.2M | 0.13% | +21,668+2.1% | Added |
| Energy Income Partners, LLC | 1,066,197 | $87.8M | 1.80% | +726,772+214.1% | Added |
| Alliancebernstein L.P. | 1,093,204 | $90.0M | 0.03% | −14,060−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,107,002 | $91.1M | 0.17% | −53,643−4.6% | Reduced |
| Cohen & Steers, Inc. | 1,116,096 | $91.9M | 0.17% | −455,797−29.0% | Reduced |
| Canada Pension Plan Investment Board | 1,141,302 | $94.0M | 0.09% | −615,268−35.0% | Reduced |
| New York State Common Retirement Fund | 1,186,701 | $97.7M | 0.13% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,220,503 | $100.5M | 0.14% | +36,378+3.1% | Added |
| Zacks Investment Management | 1,284,501 | $105.7M | 0.98% | −142,503−10.0% | Reduced |
| Colony Group, LLC | 1,299,832 | $107.0M | 0.28% | +301,588+30.2% | Added |
| California State Teachers Retirement System | 1,309,713 | $107.8M | 0.13% | −49,107−3.6% | Reduced |
| Principal Financial Group Inc | 1,346,189 | $110.8M | 0.06% | −4,836−0.4% | Reduced |
| Duff & Phelps Investment Management Co | 1,365,574 | $112.4M | 1.35% | −235,144−14.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,367,500 | $112.6M | 0.10% | −43,597−3.1% | Reduced |
| Renaissance Technologies LLC | 1,368,788 | $112.7M | 0.17% | +1,162,288+562.9% | Added |
| Empower Advisory Group, LLC | 1,401,664 | $115.4M | 0.39% | +35,606+2.6% | Added |
| Citigroup Inc | 1,492,171 | $122.8M | 0.12% | +502,259+50.7% | Added |
| HighTower Advisors, LLC | 1,504,693 | $123.9M | 0.17% | +465,399+44.8% | Added |
| Jennison Associates LLC | 1,538,512 | $126.7M | 0.08% | −23,614−1.5% | Reduced |
| Confluence Investment Management LLC | 1,648,438 | $135.7M | 1.88% | −24,211−1.4% | Reduced |
| Synovus Financial Corp | 1,700,776 | $140.0M | 1.78% | −1,377,183−44.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,705,772 | $140.4M | 0.11% | +351,484+26.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,715,968 | $141.3M | 0.14% | +104,798+6.5% | Added |
| Barclays PLC | 1,799,838 | $148.2M | 0.07% | −506,901−22.0% | Reduced |
| Deutsche Bank AG | 1,876,274 | $154.5M | 0.06% | −66,146−3.4% | Reduced |
| HSBC Holdings PLC | 1,980,161 | $162.8M | 0.10% | +4500.0% | Added |
| Rhumbline Advisers | 2,045,207 | $168.4M | 0.15% | −21,611−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,075,518 | $170.9M | 1.06% | −7,861−0.4% | Reduced |
| Bank of Montreal | 2,153,528 | $177.3M | 0.09% | +59,235+2.8% | Added |
| LPL Financial LLC | 2,199,185 | $181.0M | 0.07% | +127,015+6.1% | Added |
| Envestnet Asset Management Inc | 2,439,594 | $200.8M | 0.06% | +72,370+3.1% | Added |
| Dimensional Fund Advisors LP | 2,440,982 | $200.9M | 0.05% | +64,328+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,594,755 | $213.6M | 0.14% | −25,240−1.0% | Reduced |
| National Pension Service | 2,600,074 | $214.0M | 0.20% | +179,184+7.4% | Added |
| Qube Research & Technologies Ltd | 2,634,793 | $216.9M | 0.35% | +2,137,749+430.1% | Added |
| Pictet Asset Management Holding SA | 2,679,802 | $220.6M | 0.24% | −242,620−8.3% | Reduced |
| Amundi | 2,780,137 | $230.8M | 0.08% | +284,022+11.4% | Added |
| Federated Hermes, Inc. | 2,925,477 | $240.8M | 0.53% | −27,186−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,928,531 | $241.1M | 0.43% | −148,904−4.8% | Reduced |
| Wellington Management Group LLP | 2,984,209 | $245.7M | 0.04% | −42,503−1.4% | Reduced |
| Swiss National Bank | 3,092,200 | $254.5M | 0.17% | −153,300−4.7% | Reduced |
| Wells Fargo & Company | 3,683,136 | $303.2M | 0.07% | −4,024−0.1% | Reduced |
| Raymond James Financial Inc | 3,830,060 | $315.3M | 0.12% | +3,830,060 | New |
| Marshall Wace, LLP | 4,322,931 | $355.9M | 0.45% | +3,307,527+325.7% | Added |