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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 501,344 | $46.1M | 0.18% | +19,570+4.1% | Added |
| Asset Management One Co.,Ltd. | 514,157 | $47.3M | 0.16% | +28,643+5.9% | Added |
| National Bank of Canada | 518,025 | $47.6M | 0.06% | −367,968−41.5% | Reduced |
| The PNC Financial Services Group, Inc. | 518,272 | $47.7M | 0.02% | −440−0.1% | Reduced |
| Ceredex Value Advisors LLC | 521,795 | $48.0M | 1.05% | +41,050+8.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 539,504 | $49.6M | 0.09% | +14,019+2.7% | Added |
| 1832 Asset Management L.P. | 565,687 | $52.0M | 0.10% | −207,861−26.9% | Reduced |
| Cetera Investment Advisers | 575,956 | $53.0M | 0.10% | +38,292+7.1% | Added |
| Vaughan David Investments LLC | 578,469 | $53.2M | 1.24% | +7,753+1.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 578,795 | $53.2M | 0.17% | −1,339−0.2% | Reduced |
| Great West Life Assurance Co | 580,263 | $53.4M | 0.09% | +18,666+3.3% | Added |
| Capital Investment Advisors, LLC | 592,879 | $54.5M | 1.07% | +16,444+2.9% | Added |
| Prudential Financial Inc | 605,758 | $55.7M | 0.08% | +6,225+1.0% | Added |
| Schroder Investment Management Group | 616,796 | $56.2M | 0.06% | +115,392+23.0% | Added |
| State of Wisconsin Investment Board | 615,183 | $56.6M | 0.15% | +9,537+1.6% | Added |
| ExodusPoint Capital Management, LP | 634,653 | $58.4M | 0.77% | +634,653 | New |
| Fort Washington Investment Advisors Inc | 664,703 | $61.1M | 0.38% | +37,824+6.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 671,174 | $61.7M | 0.12% | +53,502+8.7% | Added |
| Assenagon Asset Management S.A. | 700,628 | $64.4M | 0.11% | +676,302+2,780.2% | Added |
| Truist Financial Corp | 751,768 | $69.1M | 0.11% | −15,185−2.0% | Reduced |
| Welch Group, LLC | 766,450 | $69.8M | 3.07% | −13,896−1.8% | Reduced |
| Old Republic International Corporation | 771,000 | $70.9M | 2.75% | +5,000+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 779,872 | $71.7M | 0.19% | −11,742−1.5% | Reduced |
| Capital Research Global Investors | 824,113 | $75.8M | 0.02% | +754,987+1,092.2% | Added |
| Mackenzie Financial Corp | 829,357 | $76.3M | 0.11% | +98,868+13.5% | Added |
| New York State Teachers Retirement System | 840,874 | $77.3M | 0.18% | −66,997−7.4% | Reduced |
| Westwood Holdings Group Inc. | 869,272 | $79.9M | 0.60% | −27,051−3.0% | Reduced |
| Korea Investment CORP | 877,094 | $80.6M | 0.20% | +32,536+3.9% | Added |
| Stonegate Investment Group, LLC | 880,281 | $80.9M | 2.17% | −35,627−3.9% | Reduced |
| Mawer Investment Management Ltd. | 885,691 | $81.4M | 0.39% | −31,583−3.4% | Reduced |
| Macquarie Group Ltd | 886,046 | $81.5M | 0.10% | −112,229−11.2% | Reduced |
| Capital Advisors Inc | 911,626 | $83.8M | 1.67% | +21,359+2.4% | Added |
| First Trust Advisors LP | 988,455 | $90.9M | 0.08% | +209,681+26.9% | Added |
| Victory Capital Management Inc | 1,007,075 | $92.6M | 0.09% | +332,546+49.3% | Added |
| Stifel Financial Corp | 1,013,857 | $93.2M | 0.10% | +26,198+2.7% | Added |
| Russell Investments Group, Ltd. | 1,024,359 | $94.2M | 0.13% | −196,144−16.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,031,949 | $94.9M | 0.68% | +3,004+0.3% | Added |
| Alliancebernstein L.P. | 1,091,075 | $100.3M | 0.04% | −2,129−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,092,554 | $100.5M | 0.14% | +33,729+3.2% | Added |
| Natixis Advisors, L.P. | 1,097,935 | $101.0M | 0.19% | +68,617+6.7% | Added |
| State Board of Administration of Florida Retirement System | 1,107,432 | $101.8M | 0.20% | +4300.0% | Added |
| Cohen & Steers, Inc. | 1,117,826 | $102.8M | 0.19% | +1,730+0.2% | Added |
| Citigroup Inc | 1,126,334 | $103.6M | 0.08% | −365,837−24.5% | Reduced |
| New York State Common Retirement Fund | 1,140,278 | $104.8M | 0.15% | −46,423−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,214,610 | $111.7M | 0.11% | −152,890−11.2% | Reduced |
| Colony Group, LLC | 1,272,255 | $117.0M | 0.29% | −27,577−2.1% | Reduced |
| Zacks Investment Management | 1,300,702 | $119.6M | 1.12% | +16,201+1.3% | Added |
| Duff & Phelps Investment Management Co | 1,300,886 | $119.6M | 1.40% | −64,688−4.7% | Reduced |
| California State Teachers Retirement System | 1,304,099 | $119.9M | 0.15% | −5,614−0.4% | Reduced |
| Principal Financial Group Inc | 1,340,829 | $123.3M | 0.07% | −5,360−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,349,200 | $124.1M | 0.23% | +750,500+125.4% | Added |
| Empower Advisory Group, LLC | 1,439,072 | $132.3M | 0.43% | +37,408+2.7% | Added |
| Energy Income Partners, LLC | 1,448,826 | $133.2M | 2.55% | +382,629+35.9% | Added |
| HighTower Advisors, LLC | 1,482,393 | $136.3M | 0.19% | −22,300−1.5% | Reduced |
| Confluence Investment Management LLC | 1,603,734 | $147.5M | 2.12% | −44,704−2.7% | Reduced |
| Amundi | 1,712,696 | $158.5M | 0.06% | −1,067,441−38.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,794,967 | $165.0M | 0.13% | +89,195+5.2% | Added |
| HSBC Holdings PLC | 1,823,923 | $167.5M | 0.11% | −156,238−7.9% | Reduced |
| Bank of Montreal | 1,863,330 | $171.3M | 0.09% | −290,198−13.5% | Reduced |
| Synovus Financial Corp | 1,886,882 | $173.5M | 2.25% | +186,106+10.9% | Added |
| Deutsche Bank AG | 1,926,456 | $177.1M | 0.07% | +50,182+2.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,946,904 | $179.0M | 0.16% | +230,936+13.5% | Added |
| Rhumbline Advisers | 1,965,098 | $180.7M | 0.17% | −80,109−3.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,090,750 | $192.2M | 1.13% | +15,232+0.7% | Added |
| Jennison Associates LLC | 2,161,929 | $198.8M | 0.14% | +623,417+40.5% | Added |
| Qube Research & Technologies Ltd | 2,176,163 | $200.1M | 0.31% | −458,630−17.4% | Reduced |
| Soroban Capital Partners LP | 2,229,510 | $205.0M | 2.89% | +2,229,510 | New |
| LPL Financial LLC | 2,351,902 | $216.3M | 0.08% | +152,717+6.9% | Added |
| Citadel Advisors LLC | 2,435,559 | $223.9M | 0.22% | +2,208,783+974.0% | Added |
| Barclays PLC | 2,443,162 | $224.6M | 0.10% | +643,324+35.7% | Added |
| Dimensional Fund Advisors LP | 2,486,295 | $228.6M | 0.06% | +45,313+1.9% | Added |
| Envestnet Asset Management Inc | 2,496,532 | $229.6M | 0.07% | +56,938+2.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,617,558 | $240.7M | 0.17% | +22,803+0.9% | Added |
| National Pension Service | 2,780,525 | $255.7M | 0.25% | +180,451+6.9% | Added |
| Raymond James Financial Inc | 2,923,072 | $268.8M | 0.10% | −906,988−23.7% | Reduced |
| Ensign Peak Advisors, Inc | 2,935,610 | $269.9M | 0.52% | +7,079+0.2% | Added |
| Wellington Management Group LLP | 3,039,033 | $279.4M | 0.05% | +54,824+1.8% | Added |
| Federated Hermes, Inc. | 3,046,293 | $280.1M | 0.60% | +120,816+4.1% | Added |
| Swiss National Bank | 3,090,300 | $284.2M | 0.20% | −1,900−0.1% | Reduced |
| Pictet Asset Management Holding SA | 3,646,793 | $335.3M | 0.37% | +966,991+36.1% | Added |
| Marshall Wace, LLP | 3,688,437 | $339.2M | 0.45% | −634,494−14.7% | Reduced |
| Wells Fargo & Company | 3,997,628 | $367.6M | 0.09% | +314,492+8.5% | Added |
| UBS Asset Management Americas Inc | 4,756,701 | $437.4M | 0.11% | −452,171−8.7% | Reduced |
| UBS Group AG | 4,790,415 | $440.5M | 0.10% | −574,681−10.7% | Reduced |
| California Public Employees Retirement System | 4,918,168 | $452.2M | 0.32% | −89,871−1.8% | Reduced |
| Invesco Ltd. | 4,979,444 | $457.9M | 0.09% | −345,850−6.5% | Reduced |
| Nuveen, LLC | 5,548,980 | $510.2M | 0.16% | +5,548,980 | New |
| Charles Schwab Investment Management Inc | 6,680,776 | $614.3M | 0.12% | +81,066+1.2% | Added |
| Goldman Sachs Group Inc | 7,342,797 | $675.2M | 0.13% | −1,084,944−12.9% | Reduced |
| Bank of New York Mellon Corp | 7,477,731 | $687.6M | 0.14% | −155,875−2.0% | Reduced |
| Legal & General Group Plc | 8,418,784 | $774.1M | 0.21% | +110,731+1.3% | Added |
| Royal Bank of Canada | 9,121,715 | $838.7M | 0.19% | +645,717+7.6% | Added |
| Bank of America Corp | 9,125,702 | $839.1M | 0.07% | +1,927,867+26.8% | Added |
| Ameriprise Financial Inc | 9,292,773 | $854.5M | 0.23% | +23,095+0.2% | Added |
| Norges Bank | 10,654,855 | $979.7M | 0.14% | +353,359+3.4% | Added |
| Northern Trust Corp | 10,912,663 | $1.00B | 0.15% | +107,394+1.0% | Added |
| Morgan Stanley | 12,205,990 | $1.12B | 0.08% | +714,163+6.2% | Added |
| Price T Rowe Associates Inc | 14,866,776 | $1.37B | 0.17% | −1,009,664−6.4% | Reduced |
| Franklin Resources Inc | 14,945,715 | $1.37B | 0.40% | +846,287+6.0% | Added |
| Massachusetts Financial Services Co | 21,178,566 | $1.95B | 0.65% | −741,841−3.4% | Reduced |