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; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Southern Co as of Jun 30, 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
- 2,184
- +4 vs. Q1 2025
- Shares held
- 775.5M
- +26.1M (+3.5%) vs. Q1 2025
- Total value
- $70.8B
- +$1.92B (+2.8%) vs. Q1 2025
- New holders
- 129
- 937 more added
- Sold out
- 125
- 734 more reduced
27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 2,370 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 105,904,243 | $9.73B | 0.16% | +1,694,066+1.6% | Added |
| BlackRock, Inc. | 87,174,120 | $8.01B | 0.15% | +2,823,251+3.3% | Added |
| JPMorgan Chase & Co | 68,964,026 | $6.33B | 0.44% | +5,379,090+8.5% | Added |
| State Street Corp | 59,116,535 | $5.43B | 0.20% | +718,012+1.2% | Added |
| Geode Capital Management, LLC | 26,006,919 | $2.38B | 0.17% | +241,572+0.9% | Added |
| Capital International Investors | 25,891,240 | $2.38B | 0.41% | +120,040+0.5% | Added |
| FMR LLC | 24,741,464 | $2.27B | 0.13% | −4,280,489−14.7% | Reduced |
| Massachusetts Financial Services Co | 20,331,847 | $1.87B | 0.59% | −846,719−4.0% | Reduced |
| Price T Rowe Associates Inc | 17,526,556 | $1.61B | 0.18% | +2,659,780+17.9% | Added |
| Franklin Resources Inc | 14,015,721 | $1.29B | 0.34% | −929,994−6.2% | Reduced |
| Morgan Stanley | 12,861,163 | $1.18B | 0.08% | +655,173+5.4% | Added |
| Norges Bank | 12,846,730 | $1.18B | 0.15% | +2,191,875+20.6% | Added |
| Northern Trust Corp | 10,585,833 | $972.1M | 0.13% | −326,830−3.0% | Reduced |
| Ameriprise Financial Inc | 9,753,110 | $895.6M | 0.22% | +460,337+5.0% | Added |
| Royal Bank of Canada | 9,351,679 | $858.8M | 0.17% | +229,964+2.5% | Added |
| Bank of America Corp | 8,369,321 | $768.6M | 0.06% | −756,381−8.3% | Reduced |
| Legal & General Group Plc | 8,246,984 | $757.3M | 0.19% | −171,800−2.0% | Reduced |
| Capital World Investors | 7,981,421 | $732.9M | 0.11% | +7,981,421 | New |
| Goldman Sachs Group Inc | 7,238,446 | $664.7M | 0.11% | −104,351−1.4% | Reduced |
| Bank of New York Mellon Corp | 7,143,812 | $656.0M | 0.12% | −333,919−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 6,768,667 | $621.6M | 0.11% | +87,891+1.3% | Added |
| UBS Asset Management Americas Inc | 6,440,323 | $591.4M | 0.12% | +1,683,622+35.4% | Added |
| Nuveen, LLC | 5,144,135 | $472.4M | 0.13% | −404,845−7.3% | Reduced |
| Invesco Ltd. | 5,099,967 | $468.3M | 0.08% | +120,523+2.4% | Added |
| California Public Employees Retirement System | 4,197,343 | $385.4M | 0.25% | −720,825−14.7% | Reduced |
| UBS Group AG | 4,171,860 | $383.1M | 0.08% | −618,555−12.9% | Reduced |
| Soroban Capital Partners LP | 4,097,422 | $376.3M | 3.67% | +1,867,912+83.8% | Added |
| Pictet Asset Management Holding SA | 3,976,531 | $365.2M | 0.37% | +329,738+9.0% | Added |
| Wells Fargo & Company | 3,837,981 | $352.4M | 0.08% | −159,647−4.0% | Reduced |
| Swiss National Bank | 3,320,200 | $304.9M | 0.18% | +229,900+7.4% | Added |
| Wellington Management Group LLP | 3,050,380 | $280.1M | 0.05% | +11,347+0.4% | Added |
| Marshall Wace, LLP | 3,020,895 | $277.4M | 0.33% | −667,542−18.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,007,951 | $276.2M | 0.47% | +72,341+2.5% | Added |
| Raymond James Financial Inc | 2,850,056 | $261.7M | 0.09% | −73,016−2.5% | Reduced |
| Barclays PLC | 2,764,813 | $253.9M | 0.10% | +321,651+13.2% | Added |
| National Pension Service | 2,706,225 | $248.5M | 0.21% | −74,300−2.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,651,091 | $243.4M | 0.15% | +33,533+1.3% | Added |
| Jennison Associates LLC | 2,565,858 | $235.6M | 0.14% | +403,929+18.7% | Added |
| Dimensional Fund Advisors LP | 2,500,656 | $229.6M | 0.05% | +14,361+0.6% | Added |
| Envestnet Asset Management Inc | 2,475,729 | $227.3M | 0.07% | −20,803−0.8% | Reduced |
| LPL Financial LLC | 2,469,887 | $226.8M | 0.08% | +117,985+5.0% | Added |
| Citadel Advisors LLC | 2,364,908 | $217.2M | 0.19% | −70,651−2.9% | Reduced |
| Federated Hermes, Inc. | 2,343,596 | $215.2M | 0.41% | −702,697−23.1% | Reduced |
| Amundi | 2,340,475 | $213.3M | 0.07% | +627,779+36.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,120,654 | $194.7M | 1.03% | +29,904+1.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,111,001 | $193.9M | 0.15% | +164,097+8.4% | Added |
| Deutsche Bank AG | 1,932,571 | $177.5M | 0.07% | +6,115+0.3% | Added |
| Rhumbline Advisers | 1,922,888 | $176.6M | 0.15% | −42,210−2.1% | Reduced |
| HSBC Holdings PLC | 1,801,472 | $165.1M | 0.11% | −22,451−1.2% | Reduced |
| Synovus Financial Corp | 1,691,153 | $155.3M | 1.90% | −195,729−10.4% | Reduced |
| Bank of Montreal | 1,681,955 | $154.5M | 0.08% | −181,375−9.7% | Reduced |
| Confluence Investment Management LLC | 1,579,454 | $145.0M | 2.05% | −24,280−1.5% | Reduced |
| HighTower Advisors, LLC | 1,521,288 | $139.7M | 0.18% | +38,895+2.6% | Added |
| Empower Advisory Group, LLC | 1,471,380 | $135.1M | 0.40% | +32,308+2.2% | Added |
| Principal Financial Group Inc | 1,425,255 | $130.9M | 0.07% | +84,426+6.3% | Added |
| Duff & Phelps Investment Management Co | 1,345,974 | $123.6M | 1.45% | +45,088+3.5% | Added |
| California State Teachers Retirement System | 1,312,583 | $120.5M | 0.13% | +8,484+0.7% | Added |
| Zacks Investment Management | 1,312,546 | $120.5M | 1.03% | +11,844+0.9% | Added |
| Colony Group, LLC | 1,283,955 | $117.9M | 0.26% | +11,700+0.9% | Added |
| Energy Income Partners, LLC | 1,271,065 | $116.7M | 2.29% | −177,761−12.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,243,669 | $114.2M | 0.10% | +29,059+2.4% | Added |
| ExodusPoint Capital Management, LP | 1,207,378 | $110.9M | 1.35% | +572,725+90.2% | Added |
| Assenagon Asset Management S.A. | 1,200,624 | $110.3M | 0.17% | +499,996+71.4% | Added |
| Point72 Asset Management, L.P. | 1,197,502 | $110.0M | 0.26% | +1,197,502 | New |
| Natixis Advisors, L.P. | 1,186,232 | $108.9M | 0.17% | +88,297+8.0% | Added |
| Alliancebernstein L.P. | 1,168,862 | $107.3M | 0.04% | +77,787+7.1% | Added |
| Prudential Financial Inc | 1,164,431 | $106.9M | 0.14% | +558,673+92.2% | Added |
| Russell Investments Group, Ltd. | 1,147,022 | $105.3M | 0.13% | +122,663+12.0% | Added |
| New York State Common Retirement Fund | 1,138,774 | $104.6M | 0.14% | −1,504−0.1% | Reduced |
| Cohen & Steers, Inc. | 1,118,326 | $102.7M | 0.19% | +5000.0% | Added |
| State Board of Administration of Florida Retirement System | 1,094,349 | $100.5M | 0.18% | −13,083−1.2% | Reduced |
| Citigroup Inc | 1,084,523 | $99.6M | 0.07% | −41,811−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,057,031 | $97.1M | 0.13% | −35,523−3.3% | Reduced |
| Canada Pension Plan Investment Board | 1,044,101 | $95.9M | 0.08% | +979,587+1,518.4% | Added |
| Stifel Financial Corp | 1,014,384 | $93.2M | 0.09% | +527+0.1% | Added |
| Adage Capital Partners GP, L.L.C. | 1,006,600 | $92.4M | 0.16% | −342,600−25.4% | Reduced |
| APG Asset Management N.V. | 1,168,486 | $91.4M | 0.27% | +935,130+400.7% | Added |
| BNP Paribas Arbitrage, SA | 943,430 | $86.6M | 0.07% | −851,537−47.4% | Reduced |
| Mizuho Markets Americas LLC | 933,700 | $85.7M | 2.83% | +713,700+324.4% | Added |
| Capital Advisors Inc | 928,504 | $85.3M | 1.53% | +16,878+1.9% | Added |
| Macquarie Group Ltd | 912,450 | $83.8M | 0.10% | +26,404+3.0% | Added |
| Stonegate Investment Group, LLC | 890,861 | $81.8M | 2.06% | +10,580+1.2% | Added |
| First Trust Advisors LP | 870,513 | $79.9M | 0.06% | −117,942−11.9% | Reduced |
| Korea Investment CORP | 856,846 | $78.7M | 0.18% | −20,248−2.3% | Reduced |
| Mawer Investment Management Ltd. | 836,480 | $76.8M | 0.39% | −49,211−5.6% | Reduced |
| Clark Capital Management Group, Inc. | 832,086 | $76.4M | 0.53% | −199,863−19.4% | Reduced |
| Capital Research Global Investors | 824,394 | $75.7M | 0.02% | +2810.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 822,403 | $75.5M | 0.17% | +42,531+5.5% | Added |
| Balyasny Asset Management LLC | 811,737 | $74.5M | 0.17% | +720,589+790.6% | Added |
| New York State Teachers Retirement System | 804,729 | $73.9M | 0.15% | −36,145−4.3% | Reduced |
| Mackenzie Financial Corp | 786,524 | $72.2M | 0.09% | −42,833−5.2% | Reduced |
| Old Republic International Corporation | 771,000 | $70.8M | 2.78% | 00.0% | Unchanged |
| Welch Group, LLC | 767,455 | $70.5M | 2.95% | +1,005+0.1% | Added |
| Westwood Holdings Group Inc. | 750,229 | $68.9M | 0.50% | −119,043−13.7% | Reduced |
| Truist Financial Corp | 739,044 | $67.9M | 0.10% | −12,724−1.7% | Reduced |
| Aventail Capital Group, LP | 688,765 | $63.2M | 2.81% | +571,073+485.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 672,387 | $61.7M | 0.11% | +1,213+0.2% | Added |
| Victory Capital Management Inc | 653,869 | $60.0M | 0.04% | −353,206−35.1% | Reduced |
| Advisor Group Holdings, Inc. | 624,649 | $57.4M | 0.10% | +125,623+25.2% | Added |
| 1832 Asset Management L.P. | 615,958 | $56.6M | 0.10% | +50,271+8.9% | Added |