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, Q1 2025
Institutional positions in Southern Co as of Mar 31, 2025. 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
- 2,207
- +119 vs. Q4 2024
- Shares held
- 750.8M
- +10.4M (+1.4%) vs. Q4 2024
- Total value
- $69.0B
- +$8.07B (+13.2%) vs. Q4 2024
- New holders
- 224
- 906 more added
- Sold out
- 105
- 741 more reduced
38 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 104,210,177 | $9.58B | 0.17% | +1,419,724+1.4% | Added |
| BlackRock, Inc. | 84,350,869 | $7.76B | 0.16% | +609,057+0.7% | Added |
| JPMorgan Chase & Co | 63,584,936 | $5.85B | 0.45% | +7,777,361+13.9% | Added |
| State Street Corp | 58,398,523 | $5.37B | 0.22% | +752,274+1.3% | Added |
| FMR LLC | 29,021,953 | $2.67B | 0.17% | +805,977+2.9% | Added |
| Capital International Investors | 25,771,200 | $2.37B | 0.47% | −1,472,917−5.4% | Reduced |
| Geode Capital Management, LLC | 25,765,347 | $2.36B | 0.19% | +715,138+2.9% | Added |
| Massachusetts Financial Services Co | 21,178,566 | $1.95B | 0.65% | −741,841−3.4% | Reduced |
| Franklin Resources Inc | 14,945,715 | $1.37B | 0.40% | +846,287+6.0% | Added |
| Price T Rowe Associates Inc | 14,866,776 | $1.37B | 0.17% | −1,009,664−6.4% | Reduced |
| Morgan Stanley | 12,205,990 | $1.12B | 0.08% | +714,163+6.2% | Added |
| Northern Trust Corp | 10,912,663 | $1.00B | 0.15% | +107,394+1.0% | Added |
| Norges Bank | 10,654,855 | $979.7M | 0.14% | +353,359+3.4% | Added |
| Ameriprise Financial Inc | 9,292,773 | $854.5M | 0.23% | +23,095+0.2% | Added |
| Bank of America Corp | 9,125,702 | $839.1M | 0.07% | +1,927,867+26.8% | Added |
| Royal Bank of Canada | 9,121,715 | $838.7M | 0.19% | +645,717+7.6% | Added |
| Legal & General Group Plc | 8,418,784 | $774.1M | 0.21% | +110,731+1.3% | Added |
| Bank of New York Mellon Corp | 7,477,731 | $687.6M | 0.14% | −155,875−2.0% | Reduced |
| Goldman Sachs Group Inc | 7,342,797 | $675.2M | 0.13% | −1,084,944−12.9% | Reduced |
| Charles Schwab Investment Management Inc | 6,680,776 | $614.3M | 0.12% | +81,066+1.2% | Added |
| Nuveen, LLC | 5,548,980 | $510.2M | 0.16% | +5,548,980 | New |
| Invesco Ltd. | 4,979,444 | $457.9M | 0.09% | −345,850−6.5% | Reduced |
| California Public Employees Retirement System | 4,918,168 | $452.2M | 0.32% | −89,871−1.8% | Reduced |
| UBS Group AG | 4,790,415 | $440.5M | 0.10% | −574,681−10.7% | Reduced |
| UBS Asset Management Americas Inc | 4,756,701 | $437.4M | 0.11% | −452,171−8.7% | Reduced |
| Wells Fargo & Company | 3,997,628 | $367.6M | 0.09% | +314,492+8.5% | Added |
| Marshall Wace, LLP | 3,688,437 | $339.2M | 0.45% | −634,494−14.7% | Reduced |
| Pictet Asset Management Holding SA | 3,646,793 | $335.3M | 0.37% | +966,991+36.1% | Added |
| Swiss National Bank | 3,090,300 | $284.2M | 0.20% | −1,900−0.1% | Reduced |
| Federated Hermes, Inc. | 3,046,293 | $280.1M | 0.60% | +120,816+4.1% | Added |
| Wellington Management Group LLP | 3,039,033 | $279.4M | 0.05% | +54,824+1.8% | Added |
| Ensign Peak Advisors, Inc | 2,935,610 | $269.9M | 0.52% | +7,079+0.2% | Added |
| Raymond James Financial Inc | 2,923,072 | $268.8M | 0.10% | −906,988−23.7% | Reduced |
| National Pension Service | 2,780,525 | $255.7M | 0.25% | +180,451+6.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,617,558 | $240.7M | 0.17% | +22,803+0.9% | Added |
| Envestnet Asset Management Inc | 2,496,532 | $229.6M | 0.07% | +56,938+2.3% | Added |
| Dimensional Fund Advisors LP | 2,486,295 | $228.6M | 0.06% | +45,313+1.9% | Added |
| Barclays PLC | 2,443,162 | $224.6M | 0.10% | +643,324+35.7% | Added |
| Citadel Advisors LLC | 2,435,559 | $223.9M | 0.22% | +2,208,783+974.0% | Added |
| LPL Financial LLC | 2,351,902 | $216.3M | 0.08% | +152,717+6.9% | Added |
| Soroban Capital Partners LP | 2,229,510 | $205.0M | 2.89% | +2,229,510 | New |
| Qube Research & Technologies Ltd | 2,176,163 | $200.1M | 0.31% | −458,630−17.4% | Reduced |
| Jennison Associates LLC | 2,161,929 | $198.8M | 0.14% | +623,417+40.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,090,750 | $192.2M | 1.13% | +15,232+0.7% | Added |
| Rhumbline Advisers | 1,965,098 | $180.7M | 0.17% | −80,109−3.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,946,904 | $179.0M | 0.16% | +230,936+13.5% | Added |
| Deutsche Bank AG | 1,926,456 | $177.1M | 0.07% | +50,182+2.7% | Added |
| Synovus Financial Corp | 1,886,882 | $173.5M | 2.25% | +186,106+10.9% | Added |
| Bank of Montreal | 1,863,330 | $171.3M | 0.09% | −290,198−13.5% | Reduced |
| HSBC Holdings PLC | 1,823,923 | $167.5M | 0.11% | −156,238−7.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,794,967 | $165.0M | 0.13% | +89,195+5.2% | Added |
| Amundi | 1,712,696 | $158.5M | 0.06% | −1,067,441−38.4% | Reduced |
| Confluence Investment Management LLC | 1,603,734 | $147.5M | 2.12% | −44,704−2.7% | Reduced |
| HighTower Advisors, LLC | 1,482,393 | $136.3M | 0.19% | −22,300−1.5% | Reduced |
| Energy Income Partners, LLC | 1,448,826 | $133.2M | 2.55% | +382,629+35.9% | Added |
| Empower Advisory Group, LLC | 1,439,072 | $132.3M | 0.43% | +37,408+2.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,349,200 | $124.1M | 0.23% | +750,500+125.4% | Added |
| Principal Financial Group Inc | 1,340,829 | $123.3M | 0.07% | −5,360−0.4% | Reduced |
| California State Teachers Retirement System | 1,304,099 | $119.9M | 0.15% | −5,614−0.4% | Reduced |
| Duff & Phelps Investment Management Co | 1,300,886 | $119.6M | 1.40% | −64,688−4.7% | Reduced |
| Zacks Investment Management | 1,300,702 | $119.6M | 1.12% | +16,201+1.3% | Added |
| Colony Group, LLC | 1,272,255 | $117.0M | 0.29% | −27,577−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,214,610 | $111.7M | 0.11% | −152,890−11.2% | Reduced |
| New York State Common Retirement Fund | 1,140,278 | $104.8M | 0.15% | −46,423−3.9% | Reduced |
| Citigroup Inc | 1,126,334 | $103.6M | 0.08% | −365,837−24.5% | Reduced |
| Cohen & Steers, Inc. | 1,117,826 | $102.8M | 0.19% | +1,730+0.2% | Added |
| State Board of Administration of Florida Retirement System | 1,107,432 | $101.8M | 0.20% | +4300.0% | Added |
| Natixis Advisors, L.P. | 1,097,935 | $101.0M | 0.19% | +68,617+6.7% | Added |
| Commonwealth Equity Services, LLC | 1,092,554 | $100.5M | 0.14% | +33,729+3.2% | Added |
| Alliancebernstein L.P. | 1,091,075 | $100.3M | 0.04% | −2,129−0.2% | Reduced |
| Clark Capital Management Group, Inc. | 1,031,949 | $94.9M | 0.68% | +3,004+0.3% | Added |
| Russell Investments Group, Ltd. | 1,024,359 | $94.2M | 0.13% | −196,144−16.1% | Reduced |
| Stifel Financial Corp | 1,013,857 | $93.2M | 0.10% | +26,198+2.7% | Added |
| Victory Capital Management Inc | 1,007,075 | $92.6M | 0.09% | +332,546+49.3% | Added |
| First Trust Advisors LP | 988,455 | $90.9M | 0.08% | +209,681+26.9% | Added |
| Capital Advisors Inc | 911,626 | $83.8M | 1.67% | +21,359+2.4% | Added |
| Macquarie Group Ltd | 886,046 | $81.5M | 0.10% | −112,229−11.2% | Reduced |
| Mawer Investment Management Ltd. | 885,691 | $81.4M | 0.39% | −31,583−3.4% | Reduced |
| Stonegate Investment Group, LLC | 880,281 | $80.9M | 2.17% | −35,627−3.9% | Reduced |
| Korea Investment CORP | 877,094 | $80.6M | 0.20% | +32,536+3.9% | Added |
| Westwood Holdings Group Inc. | 869,272 | $79.9M | 0.60% | −27,051−3.0% | Reduced |
| New York State Teachers Retirement System | 840,874 | $77.3M | 0.18% | −66,997−7.4% | Reduced |
| Mackenzie Financial Corp | 829,357 | $76.3M | 0.11% | +98,868+13.5% | Added |
| Capital Research Global Investors | 824,113 | $75.8M | 0.02% | +754,987+1,092.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 779,872 | $71.7M | 0.19% | −11,742−1.5% | Reduced |
| Old Republic International Corporation | 771,000 | $70.9M | 2.75% | +5,000+0.7% | Added |
| Welch Group, LLC | 766,450 | $69.8M | 3.07% | −13,896−1.8% | Reduced |
| Truist Financial Corp | 751,768 | $69.1M | 0.11% | −15,185−2.0% | Reduced |
| Assenagon Asset Management S.A. | 700,628 | $64.4M | 0.11% | +676,302+2,780.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 671,174 | $61.7M | 0.12% | +53,502+8.7% | Added |
| Fort Washington Investment Advisors Inc | 664,703 | $61.1M | 0.38% | +37,824+6.0% | Added |
| ExodusPoint Capital Management, LP | 634,653 | $58.4M | 0.77% | +634,653 | New |
| State of Wisconsin Investment Board | 615,183 | $56.6M | 0.15% | +9,537+1.6% | Added |
| Schroder Investment Management Group | 616,796 | $56.2M | 0.06% | +115,392+23.0% | Added |
| Prudential Financial Inc | 605,758 | $55.7M | 0.08% | +6,225+1.0% | Added |
| Capital Investment Advisors, LLC | 592,879 | $54.5M | 1.07% | +16,444+2.9% | Added |
| Great West Life Assurance Co | 580,263 | $53.4M | 0.09% | +18,666+3.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 578,795 | $53.2M | 0.17% | −1,339−0.2% | Reduced |
| Vaughan David Investments LLC | 578,469 | $53.2M | 1.24% | +7,753+1.4% | Added |
| Cetera Investment Advisers | 575,956 | $53.0M | 0.10% | +38,292+7.1% | Added |