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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 609,518 | $56.0M | 0.32% | −55,185−8.3% | Reduced |
| Capital Investment Advisors, LLC | 606,899 | $55.7M | 1.00% | +14,020+2.4% | Added |
| Cetera Investment Advisers | 606,446 | $55.7M | 0.09% | +30,490+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 608,418 | $55.7M | 0.09% | +68,914+12.8% | Added |
| Schroder Investment Management Group | 606,197 | $55.7M | 0.05% | −10,599−1.7% | Reduced |
| Cbre Clarion Securities LLC | 599,631 | $55.1M | 0.83% | +319,622+114.1% | Added |
| Great West Life Assurance Co | 592,538 | $54.5M | 0.09% | +12,275+2.1% | Added |
| State of Wisconsin Investment Board | 587,445 | $53.9M | 0.13% | −27,738−4.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 584,676 | $53.7M | 0.16% | +5,881+1.0% | Added |
| Vaughan David Investments LLC | 580,501 | $53.3M | 1.19% | +2,032+0.4% | Added |
| The PNC Financial Services Group, Inc. | 522,032 | $47.9M | 0.03% | +3,760+0.7% | Added |
| Asset Management One Co.,Ltd. | 515,060 | $47.3M | 0.15% | +903+0.2% | Added |
| Treasurer of the State of North Carolina | 514,736 | $47.3M | 0.15% | +13,392+2.7% | Added |
| Standard Life Aberdeen plc | 484,908 | $44.5M | 0.08% | +34,875+7.7% | Added |
| Resona Asset Management Co.,Ltd. | 481,309 | $44.1M | 0.22% | +37,036+8.3% | Added |
| Qube Research & Technologies Ltd | 473,814 | $43.5M | 0.06% | −1,702,349−78.2% | Reduced |
| Toronto Dominion Bank | 464,377 | $42.6M | 0.09% | +68,620+17.3% | Added |
| Public Employees Retirement System of Ohio | 451,487 | $41.5M | 0.14% | −3,675−0.8% | Reduced |
| SEI Investments Co | 449,960 | $41.3M | 0.05% | +29,821+7.1% | Added |
| Creative Planning | 449,301 | $41.3M | 0.04% | +3,805+0.9% | Added |
| National Bank of Canada | 448,198 | $41.2M | 0.04% | −69,827−13.5% | Reduced |
| DnB Asset Management AS | 436,178 | $40.1M | 0.17% | −36,707−7.8% | Reduced |
| AQR Capital Management LLC | 437,147 | $39.8M | 0.03% | −22,982−5.0% | Reduced |
| Teacher Retirement System of Texas | 432,176 | $39.7M | 0.17% | −57,203−11.7% | Reduced |
| Bollard Group LLC | 426,494 | $39.2M | 0.90% | +41,339+10.7% | Added |
| US Bancorp | 425,296 | $39.1M | 0.05% | +1,155+0.3% | Added |
| Mariner, LLC | 408,105 | $37.5M | 0.05% | +4,900+1.2% | Added |
| Verition Fund Management LLC | 406,249 | $37.3M | 0.21% | +315,437+347.4% | Added |
| Gabelli Funds LLC | 404,550 | $37.1M | 0.26% | −6,409−1.6% | Reduced |
| TD Asset Management Inc | 403,551 | $37.1M | 0.03% | +9,590+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 401,802 | $36.9M | 0.11% | +7,624+1.9% | Added |
| Sanctuary Advisors, LLC | 398,909 | $36.6M | 0.23% | −1,275−0.3% | Reduced |
| Eventide Asset Management, LLC | 392,112 | $36.5M | 0.64% | −94,650−19.4% | Reduced |
| Van Eck Associates Corp | 394,793 | $36.3M | 0.04% | +32,168+8.9% | Added |
| MML Investors Services, LLC | 392,334 | $36.0M | 0.10% | +7,032+1.8% | Added |
| CIBC Asset Management Inc | 389,634 | $35.8M | 0.11% | +30,527+8.5% | Added |
| Nomura Asset Management Co Ltd | 389,010 | $35.7M | 0.10% | +18,619+5.0% | Added |
| State of Tennessee, Treasury Department | 383,341 | $35.2M | 0.13% | +11,267+3.0% | Added |
| First Horizon Advisors, Inc. | 376,734 | $34.6M | 0.90% | +14,389+4.0% | Added |
| Aptus Capital Advisors, LLC | 373,438 | $34.3M | 0.34% | +40,245+12.1% | Added |
| State of New Jersey Common Pension Fund D | 372,822 | $34.2M | 0.13% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 365,195 | $33.7M | 0.06% | −121,603−25.0% | Reduced |
| EP Wealth Advisors, LLC | 362,559 | $33.3M | 0.22% | +15,744+4.5% | Added |
| Janney Montgomery Scott LLC | 359,551 | $33.0M | 0.09% | −28,256−7.3% | Reduced |
| Ceredex Value Advisors LLC | 359,168 | $33.0M | 0.71% | −162,627−31.2% | Reduced |
| Magellan Asset Management Ltd | 354,407 | $32.5M | 0.37% | +29,874+9.2% | Added |
| GW Henssler & Associates Ltd | 353,005 | $32.4M | 1.73% | +7,274+2.1% | Added |
| Liberty One Investment Management, LLC | 352,336 | $32.4M | 3.27% | −14,224−3.9% | Reduced |
| Cahaba Wealth Management, Inc. | 350,849 | $32.2M | 2.50% | +31,023+9.7% | Added |
| Voya Investment Management LLC | 347,277 | $31.9M | 0.03% | +6,891+2.0% | Added |
| STRS Ohio | 328,702 | $30.2M | 0.11% | +6,157+1.9% | Added |
| Arizona State Retirement System | 320,642 | $29.4M | 0.17% | −911−0.3% | Reduced |
| Edgar Lomax Co | 318,655 | $29.3M | 1.85% | −5,180−1.6% | Reduced |
| Baird Financial Group, Inc. | 313,645 | $28.8M | 0.05% | +33,995+12.2% | Added |
| Capital International Inc | 306,546 | $28.2M | 0.27% | +115,377+60.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 305,808 | $28.1M | 0.08% | +21,552+7.6% | Added |
| Exchange Traded Concepts, LLC | 302,992 | $27.8M | 0.36% | +8,165+2.8% | Added |
| Advisors Capital Management, LLC | 300,348 | $27.6M | 0.38% | +10,722+3.7% | Added |
| State of Michigan Retirement System | 298,823 | $27.4M | 0.14% | +1,600+0.5% | Added |
| Captrust Financial Advisors | 296,622 | $27.2M | 0.06% | −272−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 292,514 | $26.9M | 0.37% | −46,992−13.8% | Reduced |
| Brinker Capital Investments, LLC | 291,381 | $26.8M | 0.23% | +17,159+6.3% | Added |
| Hancock Whitney Corp | 290,167 | $26.6M | 0.51% | +261,955+928.5% | Added |
| American Century Companies Inc | 285,143 | $26.2M | 0.01% | −9,086−3.1% | Reduced |
| Forsta Ap-Fonden | 285,100 | $26.2M | 0.17% | +23,400+8.9% | Added |
| Hennessy Advisors Inc | 282,900 | $26.0M | 0.87% | +10,600+3.9% | Added |
| MetLife Investment Management | 280,090 | $25.7M | 0.15% | −4,486−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 279,004 | $25.6M | 0.18% | −6,460−2.3% | Reduced |
| Kestra Advisory Services, LLC | 273,854 | $25.1M | 0.12% | +18,512+7.2% | Added |
| FIL Ltd | 273,484 | $25.1M | 0.02% | −161,296−37.1% | Reduced |
| Millennium Management LLC | 272,776 | $25.0M | 0.02% | −109,307−28.6% | Reduced |
| Czech National Bank | 268,648 | $24.7M | 0.19% | +17,111+6.8% | Added |
| Arrowstreet Capital, Limited Partnership | 266,360 | $24.5M | 0.02% | +161,341+153.6% | Added |
| Swiss Life Asset Management Ltd | 263,288 | $24.2M | 0.14% | +38,246+17.0% | Added |
| Crawford Investment Counsel Inc | 260,685 | $23.9M | 0.42% | +3,073+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,700 | $23.8M | 0.06% | +26,080+11.2% | Added |
| IFM Investors Pty Ltd | 258,169 | $23.7M | 0.23% | +16,786+7.0% | Added |
| Huntington National Bank | 250,551 | $23.0M | 0.15% | +20,623+9.0% | Added |
| Crossmark Global Holdings, Inc. | 250,201 | $23.0M | 0.37% | −4,614−1.8% | Reduced |
| Investment Management Corp of Ontario | 247,922 | $22.8M | 0.33% | −571−0.2% | Reduced |
| Comerica Bank | 247,869 | $22.8M | 0.09% | −1,168−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 245,077 | $22.5M | 0.15% | +22,036+9.9% | Added |
| Mercer Global Advisors Inc | 241,471 | $22.2M | 0.05% | −281−0.1% | Reduced |
| MAI Capital Management | 238,293 | $21.9M | 0.15% | +15,538+7.0% | Added |
| Retirement Systems of Alabama | 235,837 | $21.7M | 0.08% | +387+0.2% | Added |
| Becker Capital Management Inc | 234,052 | $21.5M | 0.67% | +11,734+5.3% | Added |
| Regions Financial Corp | 232,068 | $21.3M | 0.15% | +15,927+7.4% | Added |
| Fukoku Mutual Life Insurance Co | 230,788 | $21.2M | 1.35% | −894−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 229,180 | $21.0M | 0.05% | +15,060+7.0% | Added |
| CI Private Wealth, LLC | 228,088 | $20.9M | 0.03% | +28,898+14.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 228,000 | $20.9M | 0.17% | +18,000+8.6% | Added |
| iA Global Asset Management Inc. | 227,902 | $20.9M | 0.31% | +9,154+4.2% | Added |
| Cerity Partners LLC | 227,531 | $20.9M | 0.04% | −1,071−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 226,234 | $20.8M | 0.23% | +1,197+0.5% | Added |
| Public Sector Pension Investment Board | 226,162 | $20.8M | 0.09% | −66,781−22.8% | Reduced |
| UBS Oconnor LLC | 226,135 | $20.8M | 0.57% | +16,435+7.8% | Added |
| Midwest Trust Co | 225,772 | $20.7M | 0.29% | +225,772 | New |
| Calamos Wealth Management LLC | 225,667 | $20.7M | 0.88% | +3,590+1.6% | Added |
| Richard C. Young & CO., LTD. | 225,165 | $20.7M | 2.04% | +2,115+0.9% | Added |
| DDD Partners, LLC | 219,704 | $20.2M | 2.16% | −31,878−12.7% | Reduced |