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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 537,664 | $44.3M | 0.09% | +17,192+3.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 525,485 | $43.3M | 0.08% | +136,890+35.2% | Added |
| The PNC Financial Services Group, Inc. | 518,712 | $42.7M | 0.03% | +4,400+0.9% | Added |
| Advisor Group Holdings, Inc. | 534,227 | $42.5M | 0.10% | +6,278+1.2% | Added |
| Schroder Investment Management Group | 501,404 | $41.3M | 0.04% | −46,114−8.4% | Reduced |
| Asset Management One Co.,Ltd. | 485,514 | $40.4M | 0.14% | −1,919−0.4% | Reduced |
| DnB Asset Management AS | 483,267 | $39.8M | 0.17% | +11,807+2.5% | Added |
| Treasurer of the State of North Carolina | 481,774 | $39.7M | 0.15% | +3,020+0.6% | Added |
| Ceredex Value Advisors LLC | 480,745 | $39.6M | 0.80% | −43,986−8.4% | Reduced |
| Public Employees Retirement System of Ohio | 471,753 | $38.8M | 0.13% | −23,607−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 470,148 | $38.7M | 0.04% | +174,306+58.9% | Added |
| Standard Life Aberdeen plc | 436,642 | $35.7M | 0.07% | +11,909+2.8% | Added |
| Gabelli Funds LLC | 419,450 | $34.5M | 0.26% | −3,050−0.7% | Reduced |
| Susquehanna International Group, LLP | 418,024 | $34.4M | 0.05% | +229,948+122.3% | Added |
| US Bancorp | 416,899 | $34.3M | 0.04% | −3,394−0.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 416,107 | $34.3M | 0.20% | −16,243−3.8% | Reduced |
| Sanctuary Advisors, LLC | 400,608 | $34.0M | 0.22% | −3,076−0.8% | Reduced |
| State of Tennessee, Treasury Department | 403,181 | $33.2M | 0.12% | −17,932−4.3% | Reduced |
| State of New Jersey Common Pension Fund D | 400,318 | $33.0M | 0.13% | 00.0% | Unchanged |
| SEI Investments Co | 399,638 | $32.9M | 0.04% | −81,161−16.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 398,624 | $32.8M | 0.11% | +15,923+4.2% | Added |
| TD Asset Management Inc | 391,292 | $32.2M | 0.03% | +1450.0% | Added |
| Toronto Dominion Bank | 385,288 | $31.7M | 0.06% | −98,032−20.3% | Reduced |
| Creative Planning | 384,228 | $31.6M | 0.03% | +15,582+4.2% | Added |
| Mariner, LLC | 384,075 | $31.6M | 0.05% | +6,720+1.8% | Added |
| Bollard Group LLC | 382,213 | $31.5M | 0.87% | −43,304−10.2% | Reduced |
| Janney Montgomery Scott LLC | 381,347 | $31.4M | 0.09% | +2,287+0.6% | Added |
| GW Henssler & Associates Ltd | 337,109 | $30.4M | 1.74% | −4,861−1.4% | Reduced |
| Liberty One Investment Management, LLC | 367,480 | $30.3M | 3.28% | −715−0.2% | Reduced |
| Teacher Retirement System of Texas | 360,696 | $29.7M | 0.11% | +156,702+76.8% | Added |
| Boston Partners | 355,997 | $29.3M | 0.04% | +10,867+3.1% | Added |
| MML Investors Services, LLC | 353,593 | $29.1M | 0.10% | +11,746+3.4% | Added |
| Nomura Asset Management Co Ltd | 353,358 | $29.1M | 0.09% | −195,006−35.6% | Reduced |
| Voya Investment Management LLC | 352,887 | $29.0M | 0.03% | −7,369−2.0% | Reduced |
| Van Eck Associates Corp | 347,051 | $28.6M | 0.04% | +43,631+14.4% | Added |
| EP Wealth Advisors, LLC | 343,633 | $28.3M | 0.23% | −11,248−3.2% | Reduced |
| STRS Ohio | 339,284 | $27.9M | 0.11% | −1,957−0.6% | Reduced |
| Magellan Asset Management Ltd | 330,621 | $27.2M | 0.30% | −72,215−17.9% | Reduced |
| Eventide Asset Management, LLC | 330,045 | $27.2M | 0.49% | +68,104+26.0% | Added |
| First Horizon Advisors, Inc. | 322,067 | $26.5M | 0.74% | +7,395+2.4% | Added |
| Arizona State Retirement System | 315,818 | $26.0M | 0.16% | +2,307+0.7% | Added |
| APG Asset Management N.V. | 326,612 | $26.0M | 0.07% | −32,350−9.0% | Reduced |
| IFM Investors Pty Ltd | 310,363 | $25.5M | 0.26% | −19,292−5.9% | Reduced |
| Aptus Capital Advisors, LLC | 309,304 | $25.5M | 0.30% | +41,935+15.7% | Added |
| iA Global Asset Management Inc. | 308,529 | $25.4M | 0.45% | −15,516−4.8% | Reduced |
| Captrust Financial Advisors | 298,324 | $24.6M | 0.07% | +11,658+4.1% | Added |
| State of Michigan Retirement System | 297,423 | $24.5M | 0.13% | −400−0.1% | Reduced |
| Credit Agricole S A | 295,954 | $24.4M | 0.08% | +262,642+788.4% | Added |
| Hennessy Advisors Inc | 292,700 | $24.1M | 0.72% | +25,200+9.4% | Added |
| Illinois Municipal Retirement Fund | 291,227 | $24.0M | 0.34% | +867+0.3% | Added |
| MetLife Investment Management | 289,999 | $23.9M | 0.13% | +5,648+2.0% | Added |
| Public Sector Pension Investment Board | 284,261 | $23.4M | 0.10% | +93,583+49.1% | Added |
| Baird Financial Group, Inc. | 282,375 | $23.2M | 0.04% | −8,325−2.9% | Reduced |
| American Century Companies Inc | 278,719 | $22.9M | 0.01% | −47,338−14.5% | Reduced |
| Cahaba Wealth Management, Inc. | 278,453 | $22.9M | 1.90% | +6,996+2.6% | Added |
| Jacobs Levy Equity Management, Inc | 270,787 | $22.3M | 0.08% | −17,892−6.2% | Reduced |
| 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 |
| AQR Capital Management LLC | 267,878 | $22.1M | 0.03% | +97,619+57.3% | Added |
| CIBC Asset Management Inc | 267,799 | $22.0M | 0.07% | +7,122+2.7% | Added |
| Advisors Capital Management, LLC | 265,062 | $21.8M | 0.34% | +23,905+9.9% | Added |
| Kestra Advisory Services, LLC | 262,999 | $21.7M | 0.12% | −31,541−10.7% | Reduced |
| FIL Ltd | 262,808 | $21.6M | 0.02% | −98,304−27.2% | Reduced |
| DDD Partners, LLC | 260,029 | $21.4M | 2.63% | −6,892−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 256,249 | $21.1M | 0.38% | +3,603+1.4% | Added |
| Crawford Investment Counsel Inc | 256,160 | $21.1M | 0.38% | −5,452−2.1% | Reduced |
| Sabal Trust CO | 253,096 | $20.8M | 1.20% | −3,218−1.3% | Reduced |
| Corebridge Financial, Inc. | 251,822 | $20.7M | 0.11% | −11,521−4.4% | Reduced |
| Comerica Bank | 251,191 | $20.7M | 0.08% | −10,130−3.9% | Reduced |
| Forsta Ap-Fonden | 249,200 | $20.5M | 0.15% | −2,600−1.0% | Reduced |
| CI Private Wealth, LLC | 250,083 | $20.4M | 0.03% | −29,017−10.4% | Reduced |
| Financial Counselors Inc | 242,251 | $19.9M | 0.29% | −2,280−0.9% | Reduced |
| Czech National Bank | 237,566 | $19.6M | 0.18% | +14,824+6.7% | Added |
| Retirement Systems of Alabama | 237,226 | $19.5M | 0.07% | −1,570−0.7% | Reduced |
| Mercer Global Advisors Inc | 235,600 | $19.4M | 0.05% | −20,638−8.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 235,458 | $19.4M | 0.09% | +141,876+151.6% | Added |
| Fukoku Mutual Life Insurance Co | 232,479 | $19.1M | 1.38% | +1,092+0.5% | Added |
| GWM Advisors LLC | 229,905 | $18.9M | 0.11% | +11,384+5.2% | Added |
| Savant Capital, LLC | 228,380 | $18.8M | 0.15% | +4,132+1.8% | Added |
| Norris Perne & French LLP | 228,378 | $18.8M | 1.36% | −2,188−0.9% | Reduced |
| Citadel Advisors LLC | 226,776 | $18.7M | 0.02% | −486,934−68.2% | Reduced |
| Davidson Investment Advisors | 223,840 | $18.4M | 0.90% | −7,774−3.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 223,768 | $18.4M | 0.59% | −5,890−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 223,020 | $18.4M | 0.05% | +9,035+4.2% | Added |
| Richard C. Young & CO., LTD. | 222,149 | $18.3M | 1.99% | +602+0.3% | Added |
| Regions Financial Corp | 221,170 | $18.2M | 0.13% | +3,204+1.5% | Added |
| Warren Averett Asset Management, LLC | 219,362 | $18.1M | 0.28% | +52,493+31.5% | Added |
| Calamos Wealth Management LLC | 218,031 | $17.9M | 0.90% | +64,216+41.7% | Added |
| Tiaa Trust, National Association | 216,208 | $17.8M | 0.05% | +5,171+2.5% | Added |
| Amalgamated Bank | 214,700 | $17.7M | 0.15% | −3,042−1.4% | Reduced |
| Capital International Inc | 213,948 | $17.6M | 0.21% | −323,082−60.2% | Reduced |
| Becker Capital Management Inc | 212,366 | $17.5M | 0.57% | +16,837+8.6% | Added |
| Calamos Advisors LLC | 211,879 | $17.4M | 0.08% | +2,041+1.0% | Added |
| British Columbia Investment Management Corp | 209,608 | $17.3M | 0.10% | +27,153+14.9% | Added |
| MAI Capital Management | 209,009 | $17.2M | 0.13% | +27,413+15.1% | Added |
| Gotham Asset Management, LLC | 208,519 | $17.2M | 0.16% | +164,250+371.0% | Added |
| CWA Asset Management Group, LLC | 208,270 | $17.1M | 0.86% | −8,129−3.8% | Reduced |
| Swiss Life Asset Management Ltd | 207,870 | $17.1M | 0.13% | −277,354−57.2% | Reduced |
| Daiwa Securities Group Inc. | 203,518 | $16.8M | 0.07% | +702+0.3% | Added |
| Verity & Verity, LLC | 201,971 | $16.6M | 1.52% | +5,434+2.8% | Added |