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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 105,019 | $9.66M | 0.01% | +105,019 | New |
| Gotham Asset Management, LLC | 105,047 | $9.66M | 0.08% | −103,472−49.6% | Reduced |
| Brookstone Capital Management | 106,879 | $9.83M | 0.14% | +21,739+25.5% | Added |
| TCTC Holdings, LLC | 107,100 | $9.85M | 0.35% | +1,368+1.3% | Added |
| Thompson Siegel & Walmsley LLC | 107,449 | $9.88M | 0.17% | 00.0% | Unchanged |
| Fifth Third Bancorp | 108,360 | $9.96M | 0.04% | +873+0.8% | Added |
| RFG Advisory, LLC | 108,988 | $10.0M | 0.27% | +1,247+1.2% | Added |
| Private Advisor Group, LLC | 110,769 | $10.2M | 0.06% | −118−0.1% | Reduced |
| Allianz Asset Management GmbH | 114,887 | $10.6M | 0.02% | −16,420−12.5% | Reduced |
| Cullinan Associates Inc | 115,609 | $10.6M | 0.75% | +38,795+50.5% | Added |
| Kanawha Capital Management LLC | 115,857 | $10.7M | 0.83% | +2,923+2.6% | Added |
| Intech Investment Management LLC | 116,059 | $10.7M | 0.11% | +30,618+35.8% | Added |
| King Luther Capital Management Corp | 116,267 | $10.7M | 0.05% | +3,159+2.8% | Added |
| Fisher Asset Management, LLC | 116,279 | $10.7M | 0.00% | +1,990+1.7% | Added |
| Stephens Inc | 116,847 | $10.7M | 0.16% | −23,907−17.0% | Reduced |
| Arkadios Wealth Advisors | 117,078 | $10.8M | 0.41% | +8,070+7.4% | Added |
| Fairvoy Private Wealth, LLC | 117,557 | $10.8M | 2.97% | −265−0.2% | Reduced |
| Aventail Capital Group, LP | 117,692 | $10.8M | 0.54% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 149,250 | $10.9M | 0.04% | +27,346+22.4% | Added |
| Rockland Trust Co | 119,029 | $10.9M | 0.55% | −12,590−9.6% | Reduced |
| Atria Investments LLC | 119,399 | $11.0M | 0.14% | −2,503−2.1% | Reduced |
| Advisory Services Network, LLC | 120,225 | $11.1M | 0.21% | −7,898−6.2% | Reduced |
| RWC Asset Management LLP | 120,399 | $11.1M | 0.57% | −84−0.1% | Reduced |
| Signature Wealth Management Group | 121,660 | $11.2M | 4.36% | +1,586+1.3% | Added |
| Jones Financial Companies LLLP | 122,943 | $11.2M | 0.01% | +30,768+33.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 123,738 | $11.3M | 0.12% | +9,655+8.5% | Added |
| JustInvest LLC | 122,954 | $11.3M | 0.17% | +12,195+11.0% | Added |
| Pinnacle Financial Partners Inc | 125,491 | $11.4M | 0.23% | −4,046−3.1% | Reduced |
| Bell Bank | 125,073 | $11.5M | 0.62% | +3,261+2.7% | Added |
| Independent Advisor Alliance | 126,160 | $11.6M | 0.38% | −13,759−9.8% | Reduced |
| Bank of Nova Scotia | 126,428 | $11.6M | 0.03% | −34,645−21.5% | Reduced |
| Pinnacle Associates Ltd | 127,260 | $11.7M | 0.17% | +3,890+3.2% | Added |
| Mutual of America Capital Management LLC | 127,399 | $11.7M | 0.13% | −3,840−2.9% | Reduced |
| Keybank National Association | 127,606 | $11.7M | 0.05% | +1,610+1.3% | Added |
| Jamison Private Wealth Management, Inc. | 127,852 | $11.8M | 1.79% | +464+0.4% | Added |
| State of Alaska, Department of Revenue | 128,394 | $11.8M | 0.13% | +3,445+2.8% | Added |
| SG Americas Securities, LLC | 128,498 | $11.8M | 0.04% | +86,197+203.8% | Added |
| CIBC World Markets Corp | 132,161 | $12.2M | 0.10% | −40,655−23.5% | Reduced |
| Verity & Verity, LLC | 132,736 | $12.2M | 1.07% | −69,235−34.3% | Reduced |
| Alerus Financial NA | 133,891 | $12.3M | 0.99% | +14,738+12.4% | Added |
| CIBC Private Wealth Group, LLC | 141,816 | $12.3M | 0.03% | +3,993+2.9% | Added |
| Pathstone Holdings, LLC | 134,471 | $12.4M | 0.05% | +2,794+2.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 135,455 | $12.5M | 0.05% | −8,306−5.8% | Reduced |
| Nissay Asset Management Corp | 135,669 | $12.5M | 0.08% | +1,815+1.4% | Added |
| Vestcor Inc | 136,518 | $12.6M | 0.42% | −7,351−5.1% | Reduced |
| Biondo Investment Advisors, LLC | 136,866 | $12.6M | 1.79% | +3,508+2.6% | Added |
| Capital & Planning, LLC | 136,996 | $12.6M | 9.35% | +1,458+1.1% | Added |
| QRG Capital Management, Inc. | 137,174 | $12.6M | 0.13% | +10,149+8.0% | Added |
| Royal London Asset Management Ltd | 137,862 | $12.7M | 0.03% | +59,834+76.7% | Added |
| Klingenstein Fields & Co LP | 139,384 | $12.8M | 0.54% | −160.0% | Reduced |
| Greenland Capital Management LP | 139,610 | $12.8M | 2.20% | +105,010+303.5% | Added |
| Dakota Wealth Management | 140,381 | $12.9M | 0.30% | −28,428−16.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 142,585 | $13.1M | 0.03% | +19,119+15.5% | Added |
| CCM Investment Advisers LLC | 143,078 | $13.2M | 1.61% | +2,659+1.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 143,635 | $13.2M | 0.13% | +33,436+30.3% | Added |
| New York Life Investment Management LLC | 146,387 | $13.5M | 0.14% | −411−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 146,473 | $13.5M | 0.06% | −199−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 147,728 | $13.6M | 0.87% | +1,402+1.0% | Added |
| GWN Securities Inc. | 157,751 | $13.7M | 0.77% | +125,549+389.9% | Added |
| Benjamin Edwards Inc | 150,432 | $13.8M | 0.19% | −5,754−3.7% | Reduced |
| Bragg Financial Advisors, Inc | 150,975 | $13.9M | 0.57% | +1,251+0.8% | Added |
| Quantinno Capital Management LP | 151,426 | $13.9M | 0.09% | +56,933+60.3% | Added |
| Nisa Investment Advisors, LLC | 151,784 | $14.0M | 0.07% | −4,184−2.7% | Reduced |
| Lockheed Martin Investment Management Co | 151,920 | $14.0M | 0.57% | +51,870+51.8% | Added |
| Sagefield Capital LP | 152,530 | $14.0M | 1.69% | +19,710+14.8% | Added |
| M&T Bank Corp | 153,223 | $14.1M | 0.05% | −11,545−7.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 154,828 | $14.2M | 0.15% | +6,076+4.1% | Added |
| Xponance, Inc. | 156,983 | $14.4M | 0.14% | +2,446+1.6% | Added |
| Daiwa Securities Group Inc. | 157,263 | $14.5M | 0.06% | −46,255−22.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 158,410 | $14.6M | 0.13% | −564−0.4% | Reduced |
| Wealthfront Advisers LLC | 158,505 | $14.6M | 0.04% | +24,962+18.7% | Added |
| Yousif Capital Management, LLC | 159,457 | $14.7M | 0.17% | −1,668−1.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 159,658 | $14.7M | 0.15% | 00.0% | Unchanged |
| Commerce Bank | 161,758 | $14.9M | 0.09% | +6,448+4.2% | Added |
| Foundations Investment Advisors, LLC | 164,123 | $15.1M | 0.28% | +17,491+11.9% | Added |
| Allworth Financial LP | 167,978 | $15.3M | 0.09% | +15,643+10.3% | Added |
| Davidson Investment Advisors | 171,508 | $15.8M | 0.78% | −52,332−23.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 172,585 | $15.9M | 0.46% | −2,771−1.6% | Reduced |
| USS Investment Management Ltd | 175,403 | $16.1M | 0.12% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 175,832 | $16.2M | 0.04% | −5,989−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 179,464 | $16.3M | 0.03% | −5,067−2.7% | Reduced |
| HB Wealth Management, LLC | 176,930 | $16.3M | 0.14% | +2,064+1.2% | Added |
| Utah Retirement Systems | 181,672 | $16.7M | 0.19% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 184,767 | $17.0M | 1.16% | −2,801−1.5% | Reduced |
| Leavell Investment Management, Inc. | 184,949 | $17.0M | 0.84% | +2,343+1.3% | Added |
| Renaissance Technologies LLC | 189,700 | $17.4M | 0.03% | −1,179,088−86.1% | Reduced |
| Capital International Inc | 191,169 | $17.6M | 0.21% | −22,779−10.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 192,253 | $17.6M | 0.42% | +183,471+2,089.2% | Added |
| CWA Asset Management Group, LLC | 192,111 | $17.7M | 0.85% | −16,159−7.8% | Reduced |
| ProShare Advisors LLC | 194,237 | $17.9M | 0.04% | +3,819+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 194,857 | $17.9M | 0.01% | +5,739+3.0% | Added |
| CI Private Wealth, LLC | 199,190 | $18.3M | 0.03% | −50,893−20.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 204,255 | $18.8M | 0.04% | +39,990+24.3% | Added |
| Alberta Investment Management Corp | 204,406 | $18.8M | 0.13% | +165,706+428.2% | Added |
| Calamos Advisors LLC | 204,549 | $18.8M | 0.09% | −7,330−3.5% | Reduced |
| Andra AP-fonden | 206,879 | $19.0M | 0.31% | +29,179+16.4% | Added |
| British Columbia Investment Management Corp | 209,539 | $19.3M | 0.12% | −690.0% | Reduced |
| UBS Oconnor LLC | 209,700 | $19.3M | 0.46% | +36,090+20.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 210,000 | $19.3M | 0.17% | +53,000+33.8% | Added |
| Savant Capital, LLC | 210,191 | $19.3M | 0.16% | −18,189−8.0% | Reduced |