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 |
|---|---|---|---|---|---|
| Huntington National Bank | 201,316 | $16.6M | 0.12% | +14,053+7.5% | Added |
| Edgar Lomax Co | 201,020 | $16.5M | 1.07% | −3,895−1.9% | Reduced |
| Cerity Partners LLC | 190,015 | $15.9M | 0.03% | −1,399−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 190,609 | $15.7M | 0.13% | +21,028+12.4% | Added |
| ProShare Advisors LLC | 190,418 | $15.7M | 0.04% | +30,421+19.0% | Added |
| Northwestern Mutual Wealth Management Co | 189,118 | $15.6M | 0.01% | +209+0.1% | Added |
| Nichols & Pratt Advisers LLP | 187,568 | $15.4M | 1.03% | −3,734−2.0% | Reduced |
| CWM, LLC | 185,720 | $15.3M | 0.06% | +7,341+4.1% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $15.2M | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 182,761 | $15.0M | 0.46% | +104,450+133.4% | Added |
| Leavell Investment Management, Inc. | 182,606 | $15.0M | 0.74% | −3,332−1.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 181,821 | $15.0M | 0.03% | −685−0.4% | Reduced |
| Eagle Ridge Investment Management | 181,773 | $15.0M | 1.31% | −2,720−1.5% | Reduced |
| Utah Retirement Systems | 181,672 | $15.0M | 0.16% | +600+0.3% | Added |
| Andra AP-fonden | 177,700 | $14.6M | 0.23% | +143,100+413.6% | Added |
| Verition Fund Management LLC | 175,425 | $14.4M | 0.07% | −63,024−26.4% | Reduced |
| USS Investment Management Ltd | 175,403 | $14.4M | 0.10% | −12,994−6.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 175,356 | $14.4M | 0.40% | +41,403+30.9% | Added |
| HB Wealth Management, LLC | 174,866 | $14.4M | 0.15% | +5,991+3.5% | Added |
| UBS Oconnor LLC | 173,610 | $14.3M | 0.36% | +82,890+91.4% | Added |
| CIBC World Markets Corp | 172,816 | $14.2M | 0.08% | +24,443+16.5% | Added |
| Dakota Wealth Management | 168,809 | $13.9M | 0.32% | −3,640−2.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 166,813 | $13.7M | 0.03% | +163,426+4,825.1% | Added |
| Rockefeller Capital Management L.P. | 166,795 | $13.7M | 0.04% | −3,205−1.9% | Reduced |
| M&T Bank Corp | 164,768 | $13.6M | 0.05% | +1,785+1.1% | Added |
| Robeco Institutional Asset Management B.V. | 164,265 | $13.5M | 0.03% | +25,818+18.6% | Added |
| Yousif Capital Management, LLC | 161,125 | $13.3M | 0.15% | −2,867−1.7% | Reduced |
| Bank of Nova Scotia | 161,073 | $13.3M | 0.02% | +21,150+15.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 159,658 | $13.1M | 0.13% | +159,658 | New |
| Steward Partners Investment Advisory, LLC | 158,974 | $13.1M | 0.12% | +11,203+7.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 157,000 | $12.9M | 0.11% | +45,500+40.8% | Added |
| Benjamin Edwards Inc | 156,186 | $12.9M | 0.18% | +3,511+2.3% | Added |
| Nisa Investment Advisors, LLC | 155,968 | $12.8M | 0.05% | +10,139+7.0% | Added |
| Commerce Bank | 155,310 | $12.8M | 0.08% | +4,321+2.9% | Added |
| Xponance, Inc. | 154,537 | $12.7M | 0.12% | +5,618+3.8% | Added |
| CIBC World Markets Inc. | 152,739 | $12.6M | 0.03% | +95,175+165.3% | Added |
| Allworth Financial LP | 152,335 | $12.6M | 0.07% | +119,475+363.6% | Added |
| Bragg Financial Advisors, Inc | 149,724 | $12.3M | 0.50% | −145−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 148,752 | $12.2M | 0.13% | +5,836+4.1% | Added |
| New York Life Investment Management LLC | 146,798 | $12.1M | 0.12% | +1,431+1.0% | Added |
| Public Employees Retirement Association of Colorado | 146,672 | $12.1M | 0.05% | −4,627−3.1% | Reduced |
| Foundations Investment Advisors, LLC | 146,632 | $12.1M | 0.23% | +41,631+39.6% | Added |
| Moody Lynn & Lieberson, LLC | 146,326 | $12.0M | 0.74% | −15,213−9.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 145,808 | $12.0M | 0.13% | +114,628+367.6% | Added |
| Vestcor Inc | 143,869 | $11.8M | 0.39% | +12,495+9.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 143,761 | $11.8M | 0.04% | +6,021+4.4% | Added |
| Stephens Inc | 140,754 | $11.6M | 0.16% | −118,666−45.7% | Reduced |
| CCM Investment Advisers LLC | 140,419 | $11.6M | 1.28% | −110−0.1% | Reduced |
| Independent Advisor Alliance | 139,919 | $11.5M | 0.15% | +5,725+4.3% | Added |
| Klingenstein Fields & Co LP | 139,400 | $11.5M | 0.46% | +100.0% | Added |
| CIBC Private Wealth Group, LLC | 137,823 | $11.4M | 0.02% | −3,218−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 136,531 | $11.2M | 0.03% | +117,834+630.2% | Added |
| Capital & Planning, LLC | 135,538 | $11.2M | 8.16% | +135,538 | New |
| Nissay Asset Management Corp | 133,854 | $11.1M | 0.07% | +757+0.6% | Added |
| Wealthfront Advisers LLC | 133,543 | $11.0M | 0.03% | +27,998+26.5% | Added |
| Biondo Investment Advisors, LLC | 133,358 | $11.0M | 1.51% | +1,213+0.9% | Added |
| Sagefield Capital LP | 132,820 | $10.9M | 1.19% | +15,527+13.2% | Added |
| Janus Henderson Group PLC | 131,814 | $10.9M | 0.01% | +10,481+8.6% | Added |
| Pathstone Holdings, LLC | 131,677 | $10.8M | 0.05% | +2,467+1.9% | Added |
| Rockland Trust Co | 131,619 | $10.8M | 0.55% | −2,309−1.7% | Reduced |
| Allianz Asset Management GmbH | 131,307 | $10.8M | 0.02% | +28,783+28.1% | Added |
| Mutual of America Capital Management LLC | 131,239 | $10.8M | 0.12% | −3,385−2.5% | Reduced |
| Pinnacle Financial Partners Inc | 129,537 | $10.8M | 0.22% | −26,328−16.9% | Reduced |
| ING Groep NV | 128,907 | $10.6M | 0.07% | +126,307+4,858.0% | Added |
| Advisory Services Network, LLC | 128,123 | $10.5M | 0.20% | +5,500+4.5% | Added |
| Jamison Private Wealth Management, Inc. | 127,388 | $10.5M | 1.55% | +1,759+1.4% | Added |
| QRG Capital Management, Inc. | 127,025 | $10.5M | 0.11% | +3,191+2.6% | Added |
| Keybank National Association | 125,996 | $10.4M | 0.04% | −217−0.2% | Reduced |
| State of Alaska, Department of Revenue | 124,949 | $10.3M | 0.11% | −18,631−13.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 123,466 | $10.2M | 0.02% | +16,433+15.4% | Added |
| Pinnacle Associates Ltd | 123,370 | $10.2M | 0.14% | +3,806+3.2% | Added |
| Rafferty Asset Management, LLC | 123,011 | $10.1M | 0.04% | −2,985−2.4% | Reduced |
| Squarepoint Ops LLC | 122,440 | $10.1M | 0.03% | −45,018−26.9% | Reduced |
| Atria Investments LLC | 121,902 | $10.0M | 0.12% | −3,790−3.0% | Reduced |
| Bell Bank | 121,812 | $10.0M | 0.75% | +13,113+12.1% | Added |
| Exchange Traded Concepts, LLC | 121,098 | $9.97M | 0.20% | +6,688+5.8% | Added |
| RWC Asset Management LLP | 120,483 | $9.92M | 0.50% | +120,483 | New |
| Signature Wealth Management Group | 120,074 | $9.88M | 3.97% | −4,249−3.4% | Reduced |
| Alerus Financial NA | 119,153 | $9.81M | 0.75% | +127+0.1% | Added |
| Fairvoy Private Wealth, LLC | 117,822 | $9.70M | 2.58% | +117,822 | New |
| Aventail Capital Group, LP | 117,692 | $9.69M | 0.51% | +67,692+135.4% | Added |
| Hudson Bay Capital Management LP | 116,137 | $9.56M | 0.06% | −143,863−55.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 114,083 | $9.44M | 0.11% | +39,074+52.1% | Added |
| Fisher Asset Management, LLC | 114,289 | $9.41M | 0.00% | +5,928+5.5% | Added |
| Atria Wealth Solutions, Inc. | 113,338 | $9.33M | 0.10% | +7,390+7.0% | Added |
| Tudor Investment Corp Et Al | 113,145 | $9.31M | 0.10% | +113,145 | New |
| King Luther Capital Management Corp | 113,108 | $9.31M | 0.04% | +7,955+7.6% | Added |
| Kanawha Capital Management LLC | 112,934 | $9.30M | 0.73% | +2,568+2.3% | Added |
| Ossiam | 112,562 | $9.27M | 0.16% | +112,562 | New |
| Private Advisor Group, LLC | 110,887 | $9.13M | 0.05% | +351+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 110,199 | $9.12M | 0.10% | +3,664+3.4% | Added |
| JustInvest LLC | 110,759 | $9.12M | 0.14% | +6,228+6.0% | Added |
| Pacer Advisors, Inc. | 110,558 | $9.10M | 0.02% | −15,627−12.4% | Reduced |
| Voloridge Investment Management, LLC | 109,417 | $9.01M | 0.03% | +109,417 | New |
| Employees Retirement System of Texas | 109,404 | $9.01M | 0.08% | −12,027−9.9% | Reduced |
| AustralianSuper Pty Ltd | 109,130 | $8.98M | 0.04% | +109,130 | New |
| Arkadios Wealth Advisors | 109,008 | $8.97M | 0.49% | +5,013+4.8% | Added |
| Capital Fund Management S.A. | 108,405 | $8.92M | 0.09% | +108,405 | New |
| RFG Advisory, LLC | 107,741 | $8.87M | 0.25% | −3,244−2.9% | Reduced |
| Fifth Third Bancorp | 107,487 | $8.85M | 0.03% | +211+0.2% | Added |