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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| MAI Capital Management | 238,293 | $21.9M | 0.15% | +15,538+7.0% | Added |
| Mercer Global Advisors Inc | 241,471 | $22.2M | 0.05% | −281−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 245,077 | $22.5M | 0.15% | +22,036+9.9% | Added |
| Comerica Bank | 247,869 | $22.8M | 0.09% | −1,168−0.5% | Reduced |
| Investment Management Corp of Ontario | 247,922 | $22.8M | 0.33% | −571−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 250,201 | $23.0M | 0.37% | −4,614−1.8% | Reduced |
| Huntington National Bank | 250,551 | $23.0M | 0.15% | +20,623+9.0% | Added |
| IFM Investors Pty Ltd | 258,169 | $23.7M | 0.23% | +16,786+7.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,700 | $23.8M | 0.06% | +26,080+11.2% | Added |
| Crawford Investment Counsel Inc | 260,685 | $23.9M | 0.42% | +3,073+1.2% | Added |
| Swiss Life Asset Management Ltd | 263,288 | $24.2M | 0.14% | +38,246+17.0% | Added |
| Arrowstreet Capital, Limited Partnership | 266,360 | $24.5M | 0.02% | +161,341+153.6% | Added |
| Czech National Bank | 268,648 | $24.7M | 0.19% | +17,111+6.8% | Added |
| Millennium Management LLC | 272,776 | $25.0M | 0.02% | −109,307−28.6% | Reduced |
| FIL Ltd | 273,484 | $25.1M | 0.02% | −161,296−37.1% | Reduced |
| Kestra Advisory Services, LLC | 273,854 | $25.1M | 0.12% | +18,512+7.2% | Added |
| Brandywine Global Investment Management, LLC | 279,004 | $25.6M | 0.18% | −6,460−2.3% | Reduced |
| MetLife Investment Management | 280,090 | $25.7M | 0.15% | −4,486−1.6% | Reduced |
| Hennessy Advisors Inc | 282,900 | $26.0M | 0.87% | +10,600+3.9% | Added |
| Forsta Ap-Fonden | 285,100 | $26.2M | 0.17% | +23,400+8.9% | Added |
| American Century Companies Inc | 285,143 | $26.2M | 0.01% | −9,086−3.1% | Reduced |
| Hancock Whitney Corp | 290,167 | $26.6M | 0.51% | +261,955+928.5% | Added |
| Brinker Capital Investments, LLC | 291,381 | $26.8M | 0.23% | +17,159+6.3% | Added |
| Illinois Municipal Retirement Fund | 292,514 | $26.9M | 0.37% | −46,992−13.8% | Reduced |
| Captrust Financial Advisors | 296,622 | $27.2M | 0.06% | −272−0.1% | Reduced |
| State of Michigan Retirement System | 298,823 | $27.4M | 0.14% | +1,600+0.5% | Added |
| Advisors Capital Management, LLC | 300,348 | $27.6M | 0.38% | +10,722+3.7% | Added |
| Exchange Traded Concepts, LLC | 302,992 | $27.8M | 0.36% | +8,165+2.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 305,808 | $28.1M | 0.08% | +21,552+7.6% | Added |
| Capital International Inc | 306,546 | $28.2M | 0.27% | +115,377+60.4% | Added |
| Baird Financial Group, Inc. | 313,645 | $28.8M | 0.05% | +33,995+12.2% | Added |
| Edgar Lomax Co | 318,655 | $29.3M | 1.85% | −5,180−1.6% | Reduced |
| Arizona State Retirement System | 320,642 | $29.4M | 0.17% | −911−0.3% | Reduced |
| STRS Ohio | 328,702 | $30.2M | 0.11% | +6,157+1.9% | Added |
| Voya Investment Management LLC | 347,277 | $31.9M | 0.03% | +6,891+2.0% | Added |
| Cahaba Wealth Management, Inc. | 350,849 | $32.2M | 2.50% | +31,023+9.7% | Added |
| Liberty One Investment Management, LLC | 352,336 | $32.4M | 3.27% | −14,224−3.9% | Reduced |
| GW Henssler & Associates Ltd | 353,005 | $32.4M | 1.73% | +7,274+2.1% | Added |
| Magellan Asset Management Ltd | 354,407 | $32.5M | 0.37% | +29,874+9.2% | Added |
| Ceredex Value Advisors LLC | 359,168 | $33.0M | 0.71% | −162,627−31.2% | Reduced |
| Janney Montgomery Scott LLC | 359,551 | $33.0M | 0.09% | −28,256−7.3% | Reduced |
| EP Wealth Advisors, LLC | 362,559 | $33.3M | 0.22% | +15,744+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 365,195 | $33.7M | 0.06% | −121,603−25.0% | Reduced |
| State of New Jersey Common Pension Fund D | 372,822 | $34.2M | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 373,438 | $34.3M | 0.34% | +40,245+12.1% | Added |
| First Horizon Advisors, Inc. | 376,734 | $34.6M | 0.90% | +14,389+4.0% | Added |
| State of Tennessee, Treasury Department | 383,341 | $35.2M | 0.13% | +11,267+3.0% | Added |
| Nomura Asset Management Co Ltd | 389,010 | $35.7M | 0.10% | +18,619+5.0% | Added |
| CIBC Asset Management Inc | 389,634 | $35.8M | 0.11% | +30,527+8.5% | Added |
| MML Investors Services, LLC | 392,334 | $36.0M | 0.10% | +7,032+1.8% | Added |
| Van Eck Associates Corp | 394,793 | $36.3M | 0.04% | +32,168+8.9% | Added |
| Eventide Asset Management, LLC | 392,112 | $36.5M | 0.64% | −94,650−19.4% | Reduced |
| Sanctuary Advisors, LLC | 398,909 | $36.6M | 0.23% | −1,275−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 401,802 | $36.9M | 0.11% | +7,624+1.9% | Added |
| TD Asset Management Inc | 403,551 | $37.1M | 0.03% | +9,590+2.4% | Added |
| Gabelli Funds LLC | 404,550 | $37.1M | 0.26% | −6,409−1.6% | Reduced |
| Verition Fund Management LLC | 406,249 | $37.3M | 0.21% | +315,437+347.4% | Added |
| Mariner, LLC | 408,105 | $37.5M | 0.05% | +4,900+1.2% | Added |
| US Bancorp | 425,296 | $39.1M | 0.05% | +1,155+0.3% | Added |
| Bollard Group LLC | 426,494 | $39.2M | 0.90% | +41,339+10.7% | Added |
| Teacher Retirement System of Texas | 432,176 | $39.7M | 0.17% | −57,203−11.7% | Reduced |
| AQR Capital Management LLC | 437,147 | $39.8M | 0.03% | −22,982−5.0% | Reduced |
| DnB Asset Management AS | 436,178 | $40.1M | 0.17% | −36,707−7.8% | Reduced |
| National Bank of Canada | 448,198 | $41.2M | 0.04% | −69,827−13.5% | Reduced |
| Creative Planning | 449,301 | $41.3M | 0.04% | +3,805+0.9% | Added |
| SEI Investments Co | 449,960 | $41.3M | 0.05% | +29,821+7.1% | Added |
| Public Employees Retirement System of Ohio | 451,487 | $41.5M | 0.14% | −3,675−0.8% | Reduced |
| Toronto Dominion Bank | 464,377 | $42.6M | 0.09% | +68,620+17.3% | Added |
| Qube Research & Technologies Ltd | 473,814 | $43.5M | 0.06% | −1,702,349−78.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 481,309 | $44.1M | 0.22% | +37,036+8.3% | Added |
| Standard Life Aberdeen plc | 484,908 | $44.5M | 0.08% | +34,875+7.7% | Added |
| Treasurer of the State of North Carolina | 514,736 | $47.3M | 0.15% | +13,392+2.7% | Added |
| Asset Management One Co.,Ltd. | 515,060 | $47.3M | 0.15% | +903+0.2% | Added |
| The PNC Financial Services Group, Inc. | 522,032 | $47.9M | 0.03% | +3,760+0.7% | Added |
| Vaughan David Investments LLC | 580,501 | $53.3M | 1.19% | +2,032+0.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 584,676 | $53.7M | 0.16% | +5,881+1.0% | Added |
| State of Wisconsin Investment Board | 587,445 | $53.9M | 0.13% | −27,738−4.5% | Reduced |
| Great West Life Assurance Co | 592,538 | $54.5M | 0.09% | +12,275+2.1% | Added |
| Cbre Clarion Securities LLC | 599,631 | $55.1M | 0.83% | +319,622+114.1% | Added |
| Schroder Investment Management Group | 606,197 | $55.7M | 0.05% | −10,599−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 608,418 | $55.7M | 0.09% | +68,914+12.8% | Added |
| Cetera Investment Advisers | 606,446 | $55.7M | 0.09% | +30,490+5.3% | Added |
| Capital Investment Advisors, LLC | 606,899 | $55.7M | 1.00% | +14,020+2.4% | Added |
| Fort Washington Investment Advisors Inc | 609,518 | $56.0M | 0.32% | −55,185−8.3% | Reduced |
| 1832 Asset Management L.P. | 615,958 | $56.6M | 0.10% | +50,271+8.9% | Added |
| Advisor Group Holdings, Inc. | 624,649 | $57.4M | 0.10% | +125,623+25.2% | Added |
| Victory Capital Management Inc | 653,869 | $60.0M | 0.04% | −353,206−35.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 672,387 | $61.7M | 0.11% | +1,213+0.2% | Added |
| Aventail Capital Group, LP | 688,765 | $63.2M | 2.81% | +571,073+485.2% | Added |
| Truist Financial Corp | 739,044 | $67.9M | 0.10% | −12,724−1.7% | Reduced |
| Westwood Holdings Group Inc. | 750,229 | $68.9M | 0.50% | −119,043−13.7% | Reduced |
| Welch Group, LLC | 767,455 | $70.5M | 2.95% | +1,005+0.1% | Added |
| Old Republic International Corporation | 771,000 | $70.8M | 2.78% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 786,524 | $72.2M | 0.09% | −42,833−5.2% | Reduced |
| New York State Teachers Retirement System | 804,729 | $73.9M | 0.15% | −36,145−4.3% | Reduced |
| Balyasny Asset Management LLC | 811,737 | $74.5M | 0.17% | +720,589+790.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 822,403 | $75.5M | 0.17% | +42,531+5.5% | Added |
| Capital Research Global Investors | 824,394 | $75.7M | 0.02% | +2810.0% | Added |
| Clark Capital Management Group, Inc. | 832,086 | $76.4M | 0.53% | −199,863−19.4% | Reduced |
| Mawer Investment Management Ltd. | 836,480 | $76.8M | 0.39% | −49,211−5.6% | Reduced |