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 5 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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 216,767 | $19.9M | 0.17% | +2,067+1.0% | Added |
| Regions Financial Corp | 216,141 | $19.9M | 0.15% | −5,029−2.3% | Reduced |
| APG Asset Management N.V. | 233,356 | $19.9M | 0.06% | −93,256−28.6% | Reduced |
| Squarepoint Ops LLC | 214,385 | $19.7M | 0.05% | +91,945+75.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 214,312 | $19.7M | 0.64% | −9,456−4.2% | Reduced |
| Rockefeller Capital Management L.P. | 214,120 | $19.7M | 0.05% | +47,325+28.4% | Added |
| GWM Advisors LLC | 211,330 | $19.4M | 0.12% | −18,575−8.1% | Reduced |
| Savant Capital, LLC | 210,191 | $19.3M | 0.16% | −18,189−8.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 210,000 | $19.3M | 0.17% | +53,000+33.8% | Added |
| UBS Oconnor LLC | 209,700 | $19.3M | 0.46% | +36,090+20.8% | Added |
| British Columbia Investment Management Corp | 209,539 | $19.3M | 0.12% | −690.0% | Reduced |
| Andra AP-fonden | 206,879 | $19.0M | 0.31% | +29,179+16.4% | Added |
| Calamos Advisors LLC | 204,549 | $18.8M | 0.09% | −7,330−3.5% | Reduced |
| Alberta Investment Management Corp | 204,406 | $18.8M | 0.13% | +165,706+428.2% | Added |
| Robeco Institutional Asset Management B.V. | 204,255 | $18.8M | 0.04% | +39,990+24.3% | Added |
| CI Private Wealth, LLC | 199,190 | $18.3M | 0.03% | −50,893−20.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 194,857 | $17.9M | 0.01% | +5,739+3.0% | Added |
| ProShare Advisors LLC | 194,237 | $17.9M | 0.04% | +3,819+2.0% | Added |
| CWA Asset Management Group, LLC | 192,111 | $17.7M | 0.85% | −16,159−7.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 192,253 | $17.6M | 0.42% | +183,471+2,089.2% | Added |
| Capital International Inc | 191,169 | $17.6M | 0.21% | −22,779−10.6% | Reduced |
| Renaissance Technologies LLC | 189,700 | $17.4M | 0.03% | −1,179,088−86.1% | Reduced |
| Leavell Investment Management, Inc. | 184,949 | $17.0M | 0.84% | +2,343+1.3% | Added |
| Nichols & Pratt Advisers LLP | 184,767 | $17.0M | 1.16% | −2,801−1.5% | Reduced |
| Utah Retirement Systems | 181,672 | $16.7M | 0.19% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 176,930 | $16.3M | 0.14% | +2,064+1.2% | Added |
| DekaBank Deutsche Girozentrale | 179,464 | $16.3M | 0.03% | −5,067−2.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 175,832 | $16.2M | 0.04% | −5,989−3.3% | Reduced |
| USS Investment Management Ltd | 175,403 | $16.1M | 0.12% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 172,585 | $15.9M | 0.46% | −2,771−1.6% | Reduced |
| Davidson Investment Advisors | 171,508 | $15.8M | 0.78% | −52,332−23.4% | Reduced |
| Allworth Financial LP | 167,978 | $15.3M | 0.09% | +15,643+10.3% | Added |
| Foundations Investment Advisors, LLC | 164,123 | $15.1M | 0.28% | +17,491+11.9% | Added |
| Commerce Bank | 161,758 | $14.9M | 0.09% | +6,448+4.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 159,658 | $14.7M | 0.15% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 159,457 | $14.7M | 0.17% | −1,668−1.0% | Reduced |
| Wealthfront Advisers LLC | 158,505 | $14.6M | 0.04% | +24,962+18.7% | Added |
| Steward Partners Investment Advisory, LLC | 158,410 | $14.6M | 0.13% | −564−0.4% | Reduced |
| Daiwa Securities Group Inc. | 157,263 | $14.5M | 0.06% | −46,255−22.7% | Reduced |
| Xponance, Inc. | 156,983 | $14.4M | 0.14% | +2,446+1.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 154,828 | $14.2M | 0.15% | +6,076+4.1% | Added |
| M&T Bank Corp | 153,223 | $14.1M | 0.05% | −11,545−7.0% | Reduced |
| Sagefield Capital LP | 152,530 | $14.0M | 1.69% | +19,710+14.8% | Added |
| Lockheed Martin Investment Management Co | 151,920 | $14.0M | 0.57% | +51,870+51.8% | Added |
| Nisa Investment Advisors, LLC | 151,784 | $14.0M | 0.07% | −4,184−2.7% | Reduced |
| Quantinno Capital Management LP | 151,426 | $13.9M | 0.09% | +56,933+60.3% | Added |
| Bragg Financial Advisors, Inc | 150,975 | $13.9M | 0.57% | +1,251+0.8% | Added |
| Benjamin Edwards Inc | 150,432 | $13.8M | 0.19% | −5,754−3.7% | Reduced |
| GWN Securities Inc. | 157,751 | $13.7M | 0.77% | +125,549+389.9% | Added |
| Moody Lynn & Lieberson, LLC | 147,728 | $13.6M | 0.87% | +1,402+1.0% | Added |
| Public Employees Retirement Association of Colorado | 146,473 | $13.5M | 0.06% | −199−0.1% | Reduced |
| New York Life Investment Management LLC | 146,387 | $13.5M | 0.14% | −411−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 143,635 | $13.2M | 0.13% | +33,436+30.3% | Added |
| CCM Investment Advisers LLC | 143,078 | $13.2M | 1.61% | +2,659+1.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 142,585 | $13.1M | 0.03% | +19,119+15.5% | Added |
| Dakota Wealth Management | 140,381 | $12.9M | 0.30% | −28,428−16.8% | Reduced |
| Greenland Capital Management LP | 139,610 | $12.8M | 2.20% | +105,010+303.5% | Added |
| Klingenstein Fields & Co LP | 139,384 | $12.8M | 0.54% | −160.0% | Reduced |
| Royal London Asset Management Ltd | 137,862 | $12.7M | 0.03% | +59,834+76.7% | Added |
| QRG Capital Management, Inc. | 137,174 | $12.6M | 0.13% | +10,149+8.0% | Added |
| Capital & Planning, LLC | 136,996 | $12.6M | 9.35% | +1,458+1.1% | Added |
| Biondo Investment Advisors, LLC | 136,866 | $12.6M | 1.79% | +3,508+2.6% | Added |
| Vestcor Inc | 136,518 | $12.6M | 0.42% | −7,351−5.1% | Reduced |
| Nissay Asset Management Corp | 135,669 | $12.5M | 0.08% | +1,815+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 135,455 | $12.5M | 0.05% | −8,306−5.8% | Reduced |
| Pathstone Holdings, LLC | 134,471 | $12.4M | 0.05% | +2,794+2.1% | Added |
| CIBC Private Wealth Group, LLC | 141,816 | $12.3M | 0.03% | +3,993+2.9% | Added |
| Alerus Financial NA | 133,891 | $12.3M | 0.99% | +14,738+12.4% | Added |
| Verity & Verity, LLC | 132,736 | $12.2M | 1.07% | −69,235−34.3% | Reduced |
| CIBC World Markets Corp | 132,161 | $12.2M | 0.10% | −40,655−23.5% | Reduced |
| SG Americas Securities, LLC | 128,498 | $11.8M | 0.04% | +86,197+203.8% | Added |
| State of Alaska, Department of Revenue | 128,394 | $11.8M | 0.13% | +3,445+2.8% | Added |
| Jamison Private Wealth Management, Inc. | 127,852 | $11.8M | 1.79% | +464+0.4% | Added |
| Keybank National Association | 127,606 | $11.7M | 0.05% | +1,610+1.3% | Added |
| Mutual of America Capital Management LLC | 127,399 | $11.7M | 0.13% | −3,840−2.9% | Reduced |
| Pinnacle Associates Ltd | 127,260 | $11.7M | 0.17% | +3,890+3.2% | Added |
| Bank of Nova Scotia | 126,428 | $11.6M | 0.03% | −34,645−21.5% | Reduced |
| Independent Advisor Alliance | 126,160 | $11.6M | 0.38% | −13,759−9.8% | Reduced |
| Bell Bank | 125,073 | $11.5M | 0.62% | +3,261+2.7% | Added |
| Pinnacle Financial Partners Inc | 125,491 | $11.4M | 0.23% | −4,046−3.1% | Reduced |
| JustInvest LLC | 122,954 | $11.3M | 0.17% | +12,195+11.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 123,738 | $11.3M | 0.12% | +9,655+8.5% | Added |
| Jones Financial Companies LLLP | 122,943 | $11.2M | 0.01% | +30,768+33.4% | Added |
| Signature Wealth Management Group | 121,660 | $11.2M | 4.36% | +1,586+1.3% | Added |
| RWC Asset Management LLP | 120,399 | $11.1M | 0.57% | −84−0.1% | Reduced |
| Advisory Services Network, LLC | 120,225 | $11.1M | 0.21% | −7,898−6.2% | Reduced |
| Atria Investments LLC | 119,399 | $11.0M | 0.14% | −2,503−2.1% | Reduced |
| Rockland Trust Co | 119,029 | $10.9M | 0.55% | −12,590−9.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 149,250 | $10.9M | 0.04% | +27,346+22.4% | Added |
| Aventail Capital Group, LP | 117,692 | $10.8M | 0.54% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 117,557 | $10.8M | 2.97% | −265−0.2% | Reduced |
| Arkadios Wealth Advisors | 117,078 | $10.8M | 0.41% | +8,070+7.4% | Added |
| Stephens Inc | 116,847 | $10.7M | 0.16% | −23,907−17.0% | Reduced |
| Fisher Asset Management, LLC | 116,279 | $10.7M | 0.00% | +1,990+1.7% | Added |
| King Luther Capital Management Corp | 116,267 | $10.7M | 0.05% | +3,159+2.8% | Added |
| Intech Investment Management LLC | 116,059 | $10.7M | 0.11% | +30,618+35.8% | Added |
| Kanawha Capital Management LLC | 115,857 | $10.7M | 0.83% | +2,923+2.6% | Added |
| Cullinan Associates Inc | 115,609 | $10.6M | 0.75% | +38,795+50.5% | Added |
| Allianz Asset Management GmbH | 114,887 | $10.6M | 0.02% | −16,420−12.5% | Reduced |
| Private Advisor Group, LLC | 110,769 | $10.2M | 0.06% | −118−0.1% | Reduced |