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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 211,330 | $19.4M | 0.12% | −18,575−8.1% | Reduced |
| Rockefeller Capital Management L.P. | 214,120 | $19.7M | 0.05% | +47,325+28.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 214,312 | $19.7M | 0.64% | −9,456−4.2% | Reduced |
| Squarepoint Ops LLC | 214,385 | $19.7M | 0.05% | +91,945+75.1% | Added |
| APG Asset Management N.V. | 233,356 | $19.9M | 0.06% | −93,256−28.6% | Reduced |
| Regions Financial Corp | 216,141 | $19.9M | 0.15% | −5,029−2.3% | Reduced |
| Amalgamated Bank | 216,767 | $19.9M | 0.17% | +2,067+1.0% | Added |
| iA Global Asset Management Inc. | 218,748 | $20.1M | 0.35% | −89,781−29.1% | Reduced |
| Mizuho Markets Americas LLC | 220,000 | $20.2M | 0.44% | +120,000+120.0% | Added |
| Calamos Wealth Management LLC | 222,077 | $20.4M | 1.02% | +4,046+1.9% | Added |
| Becker Capital Management Inc | 222,318 | $20.4M | 0.67% | +9,952+4.7% | Added |
| MAI Capital Management | 222,755 | $20.5M | 0.16% | +13,746+6.6% | Added |
| O'Shaughnessy Asset Management, LLC | 223,041 | $20.5M | 0.16% | +32,432+17.0% | Added |
| Richard C. Young & CO., LTD. | 223,050 | $20.5M | 2.20% | +901+0.4% | Added |
| Warren Averett Asset Management, LLC | 225,037 | $20.7M | 0.25% | +5,675+2.6% | Added |
| Swiss Life Asset Management Ltd | 225,042 | $20.7M | 0.15% | +17,172+8.3% | Added |
| Tiaa Trust, National Association | 226,358 | $20.8M | 0.06% | +10,150+4.7% | Added |
| Cerity Partners LLC | 228,602 | $21.0M | 0.04% | +38,587+20.3% | Added |
| Huntington National Bank | 229,928 | $21.1M | 0.15% | +28,612+14.2% | Added |
| Financial Counselors Inc | 231,124 | $21.3M | 0.32% | −11,127−4.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 231,682 | $21.3M | 1.58% | −797−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 233,620 | $21.5M | 0.06% | +10,600+4.8% | Added |
| Retirement Systems of Alabama | 235,450 | $21.6M | 0.08% | −1,776−0.7% | Reduced |
| IFM Investors Pty Ltd | 241,383 | $22.2M | 0.24% | −68,980−22.2% | Reduced |
| Hudson Bay Capital Management LP | 241,678 | $22.2M | 0.14% | +125,541+108.1% | Added |
| Mercer Global Advisors Inc | 241,752 | $22.2M | 0.05% | +6,152+2.6% | Added |
| Corebridge Financial, Inc. | 244,376 | $22.5M | 0.13% | −7,446−3.0% | Reduced |
| Investment Management Corp of Ontario | 248,493 | $22.8M | 0.47% | +248,493 | New |
| Comerica Bank | 249,037 | $22.9M | 0.10% | −2,154−0.9% | Reduced |
| Czech National Bank | 251,537 | $23.1M | 0.21% | +13,971+5.9% | Added |
| DDD Partners, LLC | 251,582 | $23.1M | 2.81% | −8,447−3.2% | Reduced |
| Sabal Trust CO | 254,586 | $23.4M | 1.30% | +1,490+0.6% | Added |
| Crossmark Global Holdings, Inc. | 254,815 | $23.4M | 0.41% | −1,434−0.6% | Reduced |
| Kestra Advisory Services, LLC | 255,342 | $23.5M | 0.11% | −7,657−2.9% | Reduced |
| Crawford Investment Counsel Inc | 257,612 | $23.7M | 0.42% | +1,452+0.6% | Added |
| Forsta Ap-Fonden | 261,700 | $24.1M | 0.18% | +12,500+5.0% | Added |
| Hennessy Advisors Inc | 272,300 | $25.0M | 0.83% | −20,400−7.0% | Reduced |
| Brinker Capital Investments, LLC | 274,222 | $25.2M | 0.25% | +3,955+1.5% | Added |
| Orion Portfolio Solutions, LLC | 274,222 | $25.2M | 0.25% | +3,955+1.5% | Added |
| Baird Financial Group, Inc. | 279,650 | $25.7M | 0.05% | −2,725−1.0% | Reduced |
| Cbre Clarion Securities LLC | 280,009 | $25.7M | 0.39% | +280,009 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 284,256 | $26.0M | 0.08% | +246,256+648.0% | Added |
| MetLife Investment Management | 284,576 | $26.2M | 0.14% | −5,423−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 285,464 | $26.2M | 0.19% | −322,439−53.0% | Reduced |
| Advisors Capital Management, LLC | 289,626 | $26.6M | 0.41% | +24,564+9.3% | Added |
| Public Sector Pension Investment Board | 292,943 | $26.9M | 0.12% | +8,682+3.1% | Added |
| American Century Companies Inc | 294,229 | $27.1M | 0.02% | +15,510+5.6% | Added |
| Exchange Traded Concepts, LLC | 294,827 | $27.1M | 0.48% | +173,729+143.5% | Added |
| Captrust Financial Advisors | 296,894 | $27.3M | 0.07% | −1,430−0.5% | Reduced |
| State of Michigan Retirement System | 297,223 | $27.3M | 0.16% | −200−0.1% | Reduced |
| Trexquant Investment LP | 299,225 | $27.5M | 0.32% | +299,225 | New |
| Seven Grand Managers, LLC | 300,000 | $27.6M | 6.44% | +300,000 | New |
| Freestone Grove Partners LP | 304,147 | $28.0M | 0.29% | +304,147 | New |
| Boston Partners | 312,050 | $28.7M | 0.03% | −43,947−12.3% | Reduced |
| Jefferies Financial Group Inc. | 313,195 | $28.8M | 0.50% | +302,651+2,870.4% | Added |
| Cahaba Wealth Management, Inc. | 319,826 | $29.4M | 2.43% | +41,373+14.9% | Added |
| Credit Agricole S A | 321,244 | $29.5M | 0.11% | +25,290+8.5% | Added |
| Arizona State Retirement System | 321,553 | $29.6M | 0.19% | +5,735+1.8% | Added |
| STRS Ohio | 322,545 | $29.7M | 0.12% | −16,739−4.9% | Reduced |
| Edgar Lomax Co | 323,835 | $29.8M | 1.86% | +122,815+61.1% | Added |
| Magellan Asset Management Ltd | 324,533 | $29.8M | 0.36% | −6,088−1.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 332,241 | $30.5M | 0.06% | +165,428+99.2% | Added |
| Aptus Capital Advisors, LLC | 333,193 | $30.6M | 0.35% | +23,889+7.7% | Added |
| Illinois Municipal Retirement Fund | 339,506 | $31.2M | 0.45% | +48,279+16.6% | Added |
| Voya Investment Management LLC | 340,386 | $31.3M | 0.03% | −12,501−3.5% | Reduced |
| GW Henssler & Associates Ltd | 345,731 | $31.8M | 1.82% | +8,622+2.6% | Added |
| EP Wealth Advisors, LLC | 346,815 | $31.9M | 0.25% | +3,182+0.9% | Added |
| Man Group plc | 348,498 | $32.0M | 0.10% | +287,494+471.3% | Added |
| CIBC Asset Management Inc | 359,107 | $33.0M | 0.11% | +91,308+34.1% | Added |
| First Horizon Advisors, Inc. | 362,345 | $33.3M | 0.94% | +40,278+12.5% | Added |
| Van Eck Associates Corp | 362,625 | $33.3M | 0.04% | +15,574+4.5% | Added |
| Liberty One Investment Management, LLC | 366,560 | $33.7M | 3.41% | −920−0.3% | Reduced |
| Nomura Asset Management Co Ltd | 370,391 | $34.1M | 0.10% | +17,033+4.8% | Added |
| State of Tennessee, Treasury Department | 372,074 | $34.2M | 0.13% | −31,107−7.7% | Reduced |
| State of New Jersey Common Pension Fund D | 372,822 | $34.3M | 0.15% | −27,496−6.9% | Reduced |
| D. E. Shaw & Co., Inc. | 375,017 | $34.5M | 0.04% | −95,131−20.2% | Reduced |
| Millennium Management LLC | 382,083 | $35.1M | 0.03% | +306,623+406.3% | Added |
| Bollard Group LLC | 385,155 | $35.4M | 0.93% | +2,942+0.8% | Added |
| MML Investors Services, LLC | 385,302 | $35.4M | 0.12% | +31,709+9.0% | Added |
| Janney Montgomery Scott LLC | 387,807 | $35.7M | 0.10% | +6,460+1.7% | Added |
| Capital Fund Management S.A. | 389,318 | $35.8M | 0.46% | +280,913+259.1% | Added |
| TD Asset Management Inc | 393,961 | $36.2M | 0.03% | +2,669+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 394,178 | $36.2M | 0.12% | −4,446−1.1% | Reduced |
| Toronto Dominion Bank | 395,757 | $36.4M | 0.09% | +10,469+2.7% | Added |
| Sanctuary Advisors, LLC | 400,184 | $36.8M | 0.26% | −424−0.1% | Reduced |
| Mariner, LLC | 403,205 | $37.1M | 0.06% | +19,130+5.0% | Added |
| Gabelli Funds LLC | 410,959 | $37.8M | 0.29% | −8,491−2.0% | Reduced |
| SEI Investments Co | 420,139 | $38.6M | 0.05% | +20,501+5.1% | Added |
| US Bancorp | 424,141 | $39.0M | 0.05% | +7,242+1.7% | Added |
| FIL Ltd | 434,780 | $40.0M | 0.04% | +171,972+65.4% | Added |
| Resona Asset Management Co.,Ltd. | 444,273 | $40.8M | 0.24% | +28,166+6.8% | Added |
| Creative Planning | 445,496 | $41.0M | 0.04% | +61,268+15.9% | Added |
| Standard Life Aberdeen plc | 450,033 | $41.2M | 0.08% | +13,391+3.1% | Added |
| Public Employees Retirement System of Ohio | 455,162 | $41.9M | 0.15% | −16,591−3.5% | Reduced |
| AQR Capital Management LLC | 460,129 | $42.3M | 0.04% | +192,251+71.8% | Added |
| DnB Asset Management AS | 472,885 | $43.5M | 0.20% | −10,382−2.1% | Reduced |
| Eventide Asset Management, LLC | 486,762 | $44.7M | 0.89% | +156,717+47.5% | Added |
| Allspring Global Investments Holdings, LLC | 486,798 | $44.7M | 0.08% | −58,285−10.7% | Reduced |
| Teacher Retirement System of Texas | 489,379 | $45.0M | 0.19% | +128,683+35.7% | Added |
| Advisor Group Holdings, Inc. | 499,026 | $45.9M | 0.10% | −35,201−6.6% | Reduced |