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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 565,687 | $52.0M | 0.10% | −207,861−26.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 539,504 | $49.6M | 0.09% | +14,019+2.7% | Added |
| Ceredex Value Advisors LLC | 521,795 | $48.0M | 1.05% | +41,050+8.5% | Added |
| The PNC Financial Services Group, Inc. | 518,272 | $47.7M | 0.02% | −440−0.1% | Reduced |
| National Bank of Canada | 518,025 | $47.6M | 0.06% | −367,968−41.5% | Reduced |
| Asset Management One Co.,Ltd. | 514,157 | $47.3M | 0.16% | +28,643+5.9% | Added |
| Treasurer of the State of North Carolina | 501,344 | $46.1M | 0.18% | +19,570+4.1% | Added |
| Advisor Group Holdings, Inc. | 499,026 | $45.9M | 0.10% | −35,201−6.6% | Reduced |
| Teacher Retirement System of Texas | 489,379 | $45.0M | 0.19% | +128,683+35.7% | Added |
| Allspring Global Investments Holdings, LLC | 486,798 | $44.7M | 0.08% | −58,285−10.7% | Reduced |
| Eventide Asset Management, LLC | 486,762 | $44.7M | 0.89% | +156,717+47.5% | Added |
| DnB Asset Management AS | 472,885 | $43.5M | 0.20% | −10,382−2.1% | Reduced |
| AQR Capital Management LLC | 460,129 | $42.3M | 0.04% | +192,251+71.8% | Added |
| Public Employees Retirement System of Ohio | 455,162 | $41.9M | 0.15% | −16,591−3.5% | Reduced |
| Standard Life Aberdeen plc | 450,033 | $41.2M | 0.08% | +13,391+3.1% | Added |
| Creative Planning | 445,496 | $41.0M | 0.04% | +61,268+15.9% | Added |
| Resona Asset Management Co.,Ltd. | 444,273 | $40.8M | 0.24% | +28,166+6.8% | Added |
| FIL Ltd | 434,780 | $40.0M | 0.04% | +171,972+65.4% | Added |
| US Bancorp | 424,141 | $39.0M | 0.05% | +7,242+1.7% | Added |
| SEI Investments Co | 420,139 | $38.6M | 0.05% | +20,501+5.1% | Added |
| Gabelli Funds LLC | 410,959 | $37.8M | 0.29% | −8,491−2.0% | Reduced |
| Mariner, LLC | 403,205 | $37.1M | 0.06% | +19,130+5.0% | Added |
| Sanctuary Advisors, LLC | 400,184 | $36.8M | 0.26% | −424−0.1% | Reduced |
| Toronto Dominion Bank | 395,757 | $36.4M | 0.09% | +10,469+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 394,178 | $36.2M | 0.12% | −4,446−1.1% | Reduced |
| TD Asset Management Inc | 393,961 | $36.2M | 0.03% | +2,669+0.7% | Added |
| Capital Fund Management S.A. | 389,318 | $35.8M | 0.46% | +280,913+259.1% | Added |
| Janney Montgomery Scott LLC | 387,807 | $35.7M | 0.10% | +6,460+1.7% | Added |
| MML Investors Services, LLC | 385,302 | $35.4M | 0.12% | +31,709+9.0% | Added |
| Bollard Group LLC | 385,155 | $35.4M | 0.93% | +2,942+0.8% | Added |
| Millennium Management LLC | 382,083 | $35.1M | 0.03% | +306,623+406.3% | Added |
| D. E. Shaw & Co., Inc. | 375,017 | $34.5M | 0.04% | −95,131−20.2% | Reduced |
| State of New Jersey Common Pension Fund D | 372,822 | $34.3M | 0.15% | −27,496−6.9% | Reduced |
| State of Tennessee, Treasury Department | 372,074 | $34.2M | 0.13% | −31,107−7.7% | Reduced |
| Nomura Asset Management Co Ltd | 370,391 | $34.1M | 0.10% | +17,033+4.8% | Added |
| Liberty One Investment Management, LLC | 366,560 | $33.7M | 3.41% | −920−0.3% | Reduced |
| Van Eck Associates Corp | 362,625 | $33.3M | 0.04% | +15,574+4.5% | Added |
| First Horizon Advisors, Inc. | 362,345 | $33.3M | 0.94% | +40,278+12.5% | Added |
| CIBC Asset Management Inc | 359,107 | $33.0M | 0.11% | +91,308+34.1% | Added |
| Man Group plc | 348,498 | $32.0M | 0.10% | +287,494+471.3% | Added |
| EP Wealth Advisors, LLC | 346,815 | $31.9M | 0.25% | +3,182+0.9% | Added |
| GW Henssler & Associates Ltd | 345,731 | $31.8M | 1.82% | +8,622+2.6% | Added |
| Voya Investment Management LLC | 340,386 | $31.3M | 0.03% | −12,501−3.5% | Reduced |
| Illinois Municipal Retirement Fund | 339,506 | $31.2M | 0.45% | +48,279+16.6% | Added |
| Aptus Capital Advisors, LLC | 333,193 | $30.6M | 0.35% | +23,889+7.7% | Added |
| Caisse de Depot Et Placement du Quebec | 332,241 | $30.5M | 0.06% | +165,428+99.2% | Added |
| Magellan Asset Management Ltd | 324,533 | $29.8M | 0.36% | −6,088−1.8% | Reduced |
| Edgar Lomax Co | 323,835 | $29.8M | 1.86% | +122,815+61.1% | Added |
| STRS Ohio | 322,545 | $29.7M | 0.12% | −16,739−4.9% | Reduced |
| Arizona State Retirement System | 321,553 | $29.6M | 0.19% | +5,735+1.8% | Added |
| Credit Agricole S A | 321,244 | $29.5M | 0.11% | +25,290+8.5% | Added |
| Cahaba Wealth Management, Inc. | 319,826 | $29.4M | 2.43% | +41,373+14.9% | Added |
| Jefferies Financial Group Inc. | 313,195 | $28.8M | 0.50% | +302,651+2,870.4% | Added |
| Boston Partners | 312,050 | $28.7M | 0.03% | −43,947−12.3% | Reduced |
| Freestone Grove Partners LP | 304,147 | $28.0M | 0.29% | +304,147 | New |
| Seven Grand Managers, LLC | 300,000 | $27.6M | 6.44% | +300,000 | New |
| Trexquant Investment LP | 299,225 | $27.5M | 0.32% | +299,225 | New |
| State of Michigan Retirement System | 297,223 | $27.3M | 0.16% | −200−0.1% | Reduced |
| Captrust Financial Advisors | 296,894 | $27.3M | 0.07% | −1,430−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 294,827 | $27.1M | 0.48% | +173,729+143.5% | Added |
| American Century Companies Inc | 294,229 | $27.1M | 0.02% | +15,510+5.6% | Added |
| Public Sector Pension Investment Board | 292,943 | $26.9M | 0.12% | +8,682+3.1% | Added |
| Advisors Capital Management, LLC | 289,626 | $26.6M | 0.41% | +24,564+9.3% | Added |
| Brandywine Global Investment Management, LLC | 285,464 | $26.2M | 0.19% | −322,439−53.0% | Reduced |
| MetLife Investment Management | 284,576 | $26.2M | 0.14% | −5,423−1.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 284,256 | $26.0M | 0.08% | +246,256+648.0% | Added |
| Cbre Clarion Securities LLC | 280,009 | $25.7M | 0.39% | +280,009 | New |
| Baird Financial Group, Inc. | 279,650 | $25.7M | 0.05% | −2,725−1.0% | 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 |
| Hennessy Advisors Inc | 272,300 | $25.0M | 0.83% | −20,400−7.0% | Reduced |
| Forsta Ap-Fonden | 261,700 | $24.1M | 0.18% | +12,500+5.0% | Added |
| Crawford Investment Counsel Inc | 257,612 | $23.7M | 0.42% | +1,452+0.6% | Added |
| Kestra Advisory Services, LLC | 255,342 | $23.5M | 0.11% | −7,657−2.9% | Reduced |
| Crossmark Global Holdings, Inc. | 254,815 | $23.4M | 0.41% | −1,434−0.6% | Reduced |
| Sabal Trust CO | 254,586 | $23.4M | 1.30% | +1,490+0.6% | Added |
| DDD Partners, LLC | 251,582 | $23.1M | 2.81% | −8,447−3.2% | Reduced |
| Czech National Bank | 251,537 | $23.1M | 0.21% | +13,971+5.9% | Added |
| Comerica Bank | 249,037 | $22.9M | 0.10% | −2,154−0.9% | Reduced |
| Investment Management Corp of Ontario | 248,493 | $22.8M | 0.47% | +248,493 | New |
| Corebridge Financial, Inc. | 244,376 | $22.5M | 0.13% | −7,446−3.0% | Reduced |
| Mercer Global Advisors Inc | 241,752 | $22.2M | 0.05% | +6,152+2.6% | Added |
| Hudson Bay Capital Management LP | 241,678 | $22.2M | 0.14% | +125,541+108.1% | Added |
| IFM Investors Pty Ltd | 241,383 | $22.2M | 0.24% | −68,980−22.2% | Reduced |
| Retirement Systems of Alabama | 235,450 | $21.6M | 0.08% | −1,776−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 233,620 | $21.5M | 0.06% | +10,600+4.8% | Added |
| Fukoku Mutual Life Insurance Co | 231,682 | $21.3M | 1.58% | −797−0.3% | Reduced |
| Financial Counselors Inc | 231,124 | $21.3M | 0.32% | −11,127−4.6% | Reduced |
| Huntington National Bank | 229,928 | $21.1M | 0.15% | +28,612+14.2% | Added |
| Cerity Partners LLC | 228,602 | $21.0M | 0.04% | +38,587+20.3% | Added |
| Tiaa Trust, National Association | 226,358 | $20.8M | 0.06% | +10,150+4.7% | Added |
| Swiss Life Asset Management Ltd | 225,042 | $20.7M | 0.15% | +17,172+8.3% | Added |
| Warren Averett Asset Management, LLC | 225,037 | $20.7M | 0.25% | +5,675+2.6% | Added |
| Richard C. Young & CO., LTD. | 223,050 | $20.5M | 2.20% | +901+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 223,041 | $20.5M | 0.16% | +32,432+17.0% | Added |
| MAI Capital Management | 222,755 | $20.5M | 0.16% | +13,746+6.6% | Added |
| Becker Capital Management Inc | 222,318 | $20.4M | 0.67% | +9,952+4.7% | Added |
| Calamos Wealth Management LLC | 222,077 | $20.4M | 1.02% | +4,046+1.9% | Added |
| Mizuho Markets Americas LLC | 220,000 | $20.2M | 0.44% | +120,000+120.0% | Added |
| iA Global Asset Management Inc. | 218,748 | $20.1M | 0.35% | −89,781−29.1% | Reduced |