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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 856,846 | $78.7M | 0.18% | −20,248−2.3% | Reduced |
| First Trust Advisors LP | 870,513 | $79.9M | 0.06% | −117,942−11.9% | Reduced |
| Stonegate Investment Group, LLC | 890,861 | $81.8M | 2.06% | +10,580+1.2% | Added |
| Macquarie Group Ltd | 912,450 | $83.8M | 0.10% | +26,404+3.0% | Added |
| Capital Advisors Inc | 928,504 | $85.3M | 1.53% | +16,878+1.9% | Added |
| Mizuho Markets Americas LLC | 933,700 | $85.7M | 2.83% | +713,700+324.4% | Added |
| BNP Paribas Arbitrage, SA | 943,430 | $86.6M | 0.07% | −851,537−47.4% | Reduced |
| APG Asset Management N.V. | 1,168,486 | $91.4M | 0.27% | +935,130+400.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,006,600 | $92.4M | 0.16% | −342,600−25.4% | Reduced |
| Stifel Financial Corp | 1,014,384 | $93.2M | 0.09% | +527+0.1% | Added |
| Canada Pension Plan Investment Board | 1,044,101 | $95.9M | 0.08% | +979,587+1,518.4% | Added |
| Commonwealth Equity Services, LLC | 1,057,031 | $97.1M | 0.13% | −35,523−3.3% | Reduced |
| Citigroup Inc | 1,084,523 | $99.6M | 0.07% | −41,811−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,094,349 | $100.5M | 0.18% | −13,083−1.2% | Reduced |
| Cohen & Steers, Inc. | 1,118,326 | $102.7M | 0.19% | +5000.0% | Added |
| New York State Common Retirement Fund | 1,138,774 | $104.6M | 0.14% | −1,504−0.1% | Reduced |
| Russell Investments Group, Ltd. | 1,147,022 | $105.3M | 0.13% | +122,663+12.0% | Added |
| Prudential Financial Inc | 1,164,431 | $106.9M | 0.14% | +558,673+92.2% | Added |
| Alliancebernstein L.P. | 1,168,862 | $107.3M | 0.04% | +77,787+7.1% | Added |
| Natixis Advisors, L.P. | 1,186,232 | $108.9M | 0.17% | +88,297+8.0% | Added |
| Point72 Asset Management, L.P. | 1,197,502 | $110.0M | 0.26% | +1,197,502 | New |
| Assenagon Asset Management S.A. | 1,200,624 | $110.3M | 0.17% | +499,996+71.4% | Added |
| ExodusPoint Capital Management, LP | 1,207,378 | $110.9M | 1.35% | +572,725+90.2% | Added |
| Manufacturers Life Insurance Company, The | 1,243,669 | $114.2M | 0.10% | +29,059+2.4% | Added |
| Energy Income Partners, LLC | 1,271,065 | $116.7M | 2.29% | −177,761−12.3% | Reduced |
| Colony Group, LLC | 1,283,955 | $117.9M | 0.26% | +11,700+0.9% | Added |
| Zacks Investment Management | 1,312,546 | $120.5M | 1.03% | +11,844+0.9% | Added |
| California State Teachers Retirement System | 1,312,583 | $120.5M | 0.13% | +8,484+0.7% | Added |
| Duff & Phelps Investment Management Co | 1,345,974 | $123.6M | 1.45% | +45,088+3.5% | Added |
| Principal Financial Group Inc | 1,425,255 | $130.9M | 0.07% | +84,426+6.3% | Added |
| Empower Advisory Group, LLC | 1,471,380 | $135.1M | 0.40% | +32,308+2.2% | Added |
| HighTower Advisors, LLC | 1,521,288 | $139.7M | 0.18% | +38,895+2.6% | Added |
| Confluence Investment Management LLC | 1,579,454 | $145.0M | 2.05% | −24,280−1.5% | Reduced |
| Bank of Montreal | 1,681,955 | $154.5M | 0.08% | −181,375−9.7% | Reduced |
| Synovus Financial Corp | 1,691,153 | $155.3M | 1.90% | −195,729−10.4% | Reduced |
| HSBC Holdings PLC | 1,801,472 | $165.1M | 0.11% | −22,451−1.2% | Reduced |
| Rhumbline Advisers | 1,922,888 | $176.6M | 0.15% | −42,210−2.1% | Reduced |
| Deutsche Bank AG | 1,932,571 | $177.5M | 0.07% | +6,115+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,111,001 | $193.9M | 0.15% | +164,097+8.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,120,654 | $194.7M | 1.03% | +29,904+1.4% | Added |
| Amundi | 2,340,475 | $213.3M | 0.07% | +627,779+36.7% | Added |
| Federated Hermes, Inc. | 2,343,596 | $215.2M | 0.41% | −702,697−23.1% | Reduced |
| Citadel Advisors LLC | 2,364,908 | $217.2M | 0.19% | −70,651−2.9% | Reduced |
| LPL Financial LLC | 2,469,887 | $226.8M | 0.08% | +117,985+5.0% | Added |
| Envestnet Asset Management Inc | 2,475,729 | $227.3M | 0.07% | −20,803−0.8% | Reduced |
| Dimensional Fund Advisors LP | 2,500,656 | $229.6M | 0.05% | +14,361+0.6% | Added |
| Jennison Associates LLC | 2,565,858 | $235.6M | 0.14% | +403,929+18.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,651,091 | $243.4M | 0.15% | +33,533+1.3% | Added |
| National Pension Service | 2,706,225 | $248.5M | 0.21% | −74,300−2.7% | Reduced |
| Barclays PLC | 2,764,813 | $253.9M | 0.10% | +321,651+13.2% | Added |
| Raymond James Financial Inc | 2,850,056 | $261.7M | 0.09% | −73,016−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,007,951 | $276.2M | 0.47% | +72,341+2.5% | Added |
| Marshall Wace, LLP | 3,020,895 | $277.4M | 0.33% | −667,542−18.1% | Reduced |
| Wellington Management Group LLP | 3,050,380 | $280.1M | 0.05% | +11,347+0.4% | Added |
| Swiss National Bank | 3,320,200 | $304.9M | 0.18% | +229,900+7.4% | Added |
| Wells Fargo & Company | 3,837,981 | $352.4M | 0.08% | −159,647−4.0% | Reduced |
| Pictet Asset Management Holding SA | 3,976,531 | $365.2M | 0.37% | +329,738+9.0% | Added |
| Soroban Capital Partners LP | 4,097,422 | $376.3M | 3.67% | +1,867,912+83.8% | Added |
| UBS Group AG | 4,171,860 | $383.1M | 0.08% | −618,555−12.9% | Reduced |
| California Public Employees Retirement System | 4,197,343 | $385.4M | 0.25% | −720,825−14.7% | Reduced |
| Invesco Ltd. | 5,099,967 | $468.3M | 0.08% | +120,523+2.4% | Added |
| Nuveen, LLC | 5,144,135 | $472.4M | 0.13% | −404,845−7.3% | Reduced |
| UBS Asset Management Americas Inc | 6,440,323 | $591.4M | 0.12% | +1,683,622+35.4% | Added |
| Charles Schwab Investment Management Inc | 6,768,667 | $621.6M | 0.11% | +87,891+1.3% | Added |
| Bank of New York Mellon Corp | 7,143,812 | $656.0M | 0.12% | −333,919−4.5% | Reduced |
| Goldman Sachs Group Inc | 7,238,446 | $664.7M | 0.11% | −104,351−1.4% | Reduced |
| Capital World Investors | 7,981,421 | $732.9M | 0.11% | +7,981,421 | New |
| Legal & General Group Plc | 8,246,984 | $757.3M | 0.19% | −171,800−2.0% | Reduced |
| Bank of America Corp | 8,369,321 | $768.6M | 0.06% | −756,381−8.3% | Reduced |
| Royal Bank of Canada | 9,351,679 | $858.8M | 0.17% | +229,964+2.5% | Added |
| Ameriprise Financial Inc | 9,753,110 | $895.6M | 0.22% | +460,337+5.0% | Added |
| Northern Trust Corp | 10,585,833 | $972.1M | 0.13% | −326,830−3.0% | Reduced |
| Norges Bank | 12,846,730 | $1.18B | 0.15% | +2,191,875+20.6% | Added |
| Morgan Stanley | 12,861,163 | $1.18B | 0.08% | +655,173+5.4% | Added |
| Franklin Resources Inc | 14,015,721 | $1.29B | 0.34% | −929,994−6.2% | Reduced |
| Price T Rowe Associates Inc | 17,526,556 | $1.61B | 0.18% | +2,659,780+17.9% | Added |
| Massachusetts Financial Services Co | 20,331,847 | $1.87B | 0.59% | −846,719−4.0% | Reduced |
| FMR LLC | 24,741,464 | $2.27B | 0.13% | −4,280,489−14.7% | Reduced |
| Capital International Investors | 25,891,240 | $2.38B | 0.41% | +120,040+0.5% | Added |
| Geode Capital Management, LLC | 26,006,919 | $2.38B | 0.17% | +241,572+0.9% | Added |
| State Street Corp | 59,116,535 | $5.43B | 0.20% | +718,012+1.2% | Added |
| JPMorgan Chase & Co | 68,964,026 | $6.33B | 0.44% | +5,379,090+8.5% | Added |
| BlackRock, Inc. | 87,174,120 | $8.01B | 0.15% | +2,823,251+3.3% | Added |
| Vanguard Group Inc | 105,904,243 | $9.73B | 0.16% | +1,694,066+1.6% | Added |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −304,147−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −299,225−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −244,376−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −231,124−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −189,700−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −92,552−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −44,341−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,214−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −43,051−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −40,792−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −38,840−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −38,230−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −30,623−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −25,835−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |