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, Q3 2025
Institutional positions in Southern Co as of Sep 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
- 2,222
- +73 vs. Q2 2025
- Shares held
- 786.7M
- +25.3M (+3.3%) vs. Q2 2025
- Total value
- $74.6B
- +$5.04B (+7.3%) vs. Q2 2025
- New holders
- 167
- 937 more added
- Sold out
- 94
- 733 more reduced
35 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 635,131 | $59.4M | 0.08% | +10,482+1.7% | Added |
| Capital Investment Advisors, LLC | 625,865 | $59.3M | 0.98% | +18,966+3.1% | Added |
| Fort Washington Investment Advisors Inc | 617,113 | $58.5M | 0.32% | +7,595+1.2% | Added |
| Canada Pension Plan Investment Board | 606,581 | $57.5M | 0.04% | −437,520−41.9% | Reduced |
| Great West Life Assurance Co | 603,237 | $56.6M | 0.08% | +10,699+1.8% | Added |
| Vaughan David Investments LLC | 582,476 | $55.2M | 1.19% | +1,975+0.3% | Added |
| State of Wisconsin Investment Board | 577,408 | $54.7M | 0.13% | −10,037−1.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 565,454 | $53.6M | 0.15% | −19,222−3.3% | Reduced |
| Donaldson Capital Management, LLC | 563,027 | $53.4M | 1.69% | +543,517+2,785.8% | Added |
| The PNC Financial Services Group, Inc. | 530,629 | $50.3M | 0.03% | +8,597+1.6% | Added |
| Asset Management One Co.,Ltd. | 521,522 | $49.4M | 0.14% | +6,462+1.3% | Added |
| Treasurer of the State of North Carolina | 495,434 | $47.0M | 0.14% | −19,302−3.7% | Reduced |
| Capital International Inc | 481,188 | $45.6M | 0.36% | +174,642+57.0% | Added |
| Creative Planning | 465,115 | $44.1M | 0.03% | +15,814+3.5% | Added |
| DnB Asset Management AS | 453,922 | $43.0M | 0.16% | +17,744+4.1% | Added |
| Bollard Group LLC | 450,621 | $42.7M | 1.06% | +24,127+5.7% | Added |
| Jane Street Group, LLC | 448,159 | $42.5M | 0.05% | +448,159 | New |
| Resona Asset Management Co.,Ltd. | 446,517 | $42.3M | 0.20% | −34,792−7.2% | Reduced |
| Public Employees Retirement System of Ohio | 442,264 | $41.9M | 0.13% | −9,223−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 432,911 | $41.0M | 0.11% | +31,109+7.7% | Added |
| Standard Life Aberdeen plc | 433,412 | $40.7M | 0.06% | −51,496−10.6% | Reduced |
| Toronto Dominion Bank | 425,893 | $40.4M | 0.08% | −38,484−8.3% | Reduced |
| US Bancorp | 420,876 | $39.9M | 0.05% | −4,420−1.0% | Reduced |
| Van Eck Associates Corp | 420,169 | $39.8M | 0.04% | +25,376+6.4% | Added |
| TD Asset Management Inc | 409,080 | $38.8M | 0.03% | +5,529+1.4% | Added |
| Eventide Asset Management, LLC | 406,399 | $38.4M | 0.63% | +14,287+3.6% | Added |
| SEI Investments Co | 403,812 | $38.3M | 0.04% | −46,148−10.3% | Reduced |
| Magellan Asset Management Ltd | 403,257 | $38.2M | 0.45% | +48,850+13.8% | Added |
| Gabelli Funds LLC | 401,500 | $38.1M | 0.26% | −3,050−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 393,127 | $37.3M | 0.10% | +4,117+1.1% | Added |
| Mariner, LLC | 392,054 | $37.2M | 0.05% | −16,051−3.9% | Reduced |
| CIBC Asset Management Inc | 390,764 | $37.0M | 0.11% | +1,130+0.3% | Added |
| AQR Capital Management LLC | 393,337 | $37.0M | 0.02% | −43,810−10.0% | Reduced |
| State of Tennessee, Treasury Department | 389,262 | $36.9M | 0.12% | +5,921+1.5% | Added |
| State of New Jersey Common Pension Fund D | 382,239 | $36.2M | 0.13% | +9,417+2.5% | Added |
| Aptus Capital Advisors, LLC | 381,350 | $36.1M | 0.33% | +7,912+2.1% | Added |
| MML Investors Services, LLC | 368,328 | $34.9M | 0.09% | −24,006−6.1% | Reduced |
| Millennium Management LLC | 367,920 | $34.9M | 0.03% | +95,144+34.9% | Added |
| Janney Montgomery Scott LLC | 366,895 | $34.8M | 0.08% | +7,344+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 364,395 | $34.5M | 0.06% | −800−0.2% | Reduced |
| Ceredex Value Advisors LLC | 352,885 | $33.4M | 0.78% | −6,283−1.7% | Reduced |
| Voloridge Investment Management, LLC | 352,687 | $33.4M | 0.11% | +352,687 | New |
| Sanctuary Advisors, LLC | 350,149 | $33.2M | 0.19% | −48,760−12.2% | Reduced |
| GW Henssler & Associates Ltd | 345,775 | $32.8M | 1.64% | −7,230−2.0% | Reduced |
| Cahaba Wealth Management, Inc. | 343,359 | $32.5M | 2.36% | −7,490−2.1% | Reduced |
| Kestra Advisory Services, LLC | 336,580 | $31.9M | 0.15% | +62,726+22.9% | Added |
| Forsta Ap-Fonden | 334,700 | $31.7M | 0.19% | +49,600+17.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 322,282 | $30.5M | 0.09% | +16,474+5.4% | Added |
| Arizona State Retirement System | 321,030 | $30.4M | 0.16% | +388+0.1% | Added |
| Assenagon Asset Management S.A. | 317,863 | $30.1M | 0.04% | −882,761−73.5% | Reduced |
| Voya Investment Management LLC | 312,484 | $29.6M | 0.03% | −34,793−10.0% | Reduced |
| Baird Financial Group, Inc. | 312,481 | $29.6M | 0.05% | −1,164−0.4% | Reduced |
| Teacher Retirement System of Texas | 308,461 | $29.2M | 0.12% | −123,715−28.6% | Reduced |
| Advisors Capital Management, LLC | 302,490 | $28.7M | 0.35% | +2,142+0.7% | Added |
| Squarepoint Ops LLC | 300,699 | $28.5M | 0.06% | +156,594+108.7% | Added |
| D. E. Shaw & Co., Inc. | 300,407 | $28.5M | 0.02% | +186,215+163.1% | Added |
| Adage Capital Partners GP, L.L.C. | 300,300 | $28.5M | 0.05% | −706,300−70.2% | Reduced |
| Brinker Capital Investments, LLC | 299,202 | $28.4M | 0.22% | +7,821+2.7% | Added |
| Quantinno Capital Management LP | 298,487 | $28.3M | 0.08% | +96,611+47.9% | Added |
| Illinois Municipal Retirement Fund | 298,368 | $28.3M | 0.36% | +5,854+2.0% | Added |
| State of Michigan Retirement System | 297,523 | $28.2M | 0.14% | −1,300−0.4% | Reduced |
| American Century Companies Inc | 286,533 | $27.2M | 0.01% | +1,390+0.5% | Added |
| Hancock Whitney Corp | 285,289 | $27.0M | 0.49% | −4,878−1.7% | Reduced |
| Captrust Financial Advisors | 283,538 | $26.9M | 0.05% | −13,084−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 282,182 | $26.7M | 0.06% | +22,482+8.7% | Added |
| Brandywine Global Investment Management, LLC | 279,534 | $26.5M | 0.18% | +530+0.2% | Added |
| Czech National Bank | 279,389 | $26.5M | 0.18% | +10,741+4.0% | Added |
| Arrowstreet Capital, Limited Partnership | 278,652 | $26.4M | 0.02% | +12,292+4.6% | Added |
| MetLife Investment Management | 272,971 | $25.9M | 0.12% | −7,119−2.5% | Reduced |
| Crawford Investment Counsel Inc | 261,255 | $24.8M | 0.41% | +570+0.2% | Added |
| Huntington National Bank | 261,211 | $24.8M | 0.15% | +10,660+4.3% | Added |
| STRS Ohio | 259,757 | $24.6M | 0.09% | −68,945−21.0% | Reduced |
| Hennessy Advisors Inc | 259,200 | $24.6M | 0.85% | −23,700−8.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 259,000 | $24.5M | 0.18% | +31,000+13.6% | Added |
| Crossmark Global Holdings, Inc. | 257,740 | $24.4M | 0.37% | +7,539+3.0% | Added |
| Swiss Life Asset Management Ltd | 257,379 | $24.4M | 0.13% | −5,909−2.2% | Reduced |
| MAI Capital Management | 252,791 | $24.0M | 0.15% | +14,498+6.1% | Added |
| IFM Investors Pty Ltd | 252,995 | $23.9M | 0.21% | −5,174−2.0% | Reduced |
| Edgar Lomax Co | 246,205 | $23.3M | 1.83% | −72,450−22.7% | Reduced |
| CI Private Wealth, LLC | 243,665 | $23.1M | 0.04% | +15,577+6.8% | Added |
| Mercer Global Advisors Inc | 243,108 | $23.0M | 0.04% | +1,637+0.7% | Added |
| Becker Capital Management Inc | 240,492 | $22.8M | 0.67% | +6,440+2.8% | Added |
| Warren Averett Asset Management, LLC | 240,397 | $22.8M | 0.23% | +14,163+6.3% | Added |
| National Bank of Canada | 239,773 | $22.7M | 0.03% | −208,425−46.5% | Reduced |
| Public Sector Pension Investment Board | 237,221 | $22.5M | 0.08% | +11,059+4.9% | Added |
| GWM Advisors LLC | 234,749 | $22.2M | 0.10% | +26,361+12.6% | Added |
| Retirement Systems of Alabama | 234,659 | $22.2M | 0.07% | −1,178−0.5% | Reduced |
| FIL Ltd | 234,123 | $22.2M | 0.02% | −39,361−14.4% | Reduced |
| Cerity Partners LLC | 233,670 | $22.2M | 0.04% | +6,139+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 232,188 | $22.0M | 0.13% | −12,889−5.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 230,928 | $21.9M | 1.35% | +140+0.1% | Added |
| Comerica Bank | 229,892 | $21.8M | 0.08% | −17,977−7.3% | Reduced |
| Foundations Investment Advisors, LLC | 224,580 | $21.3M | 0.31% | +21,271+10.5% | Added |
| Rockefeller Capital Management L.P. | 224,041 | $21.2M | 0.04% | −5,139−2.2% | Reduced |
| Richard C. Young & CO., LTD. | 223,975 | $21.2M | 1.97% | −1,190−0.5% | Reduced |
| Midwest Trust Co | 223,306 | $21.2M | 0.28% | −2,466−1.1% | Reduced |
| Calamos Wealth Management LLC | 220,155 | $20.9M | 0.76% | −5,512−2.4% | Reduced |
| Amalgamated Bank | 213,312 | $20.2M | 0.14% | −3,481−1.6% | Reduced |
| iA Global Asset Management Inc. | 211,178 | $20.0M | 0.27% | −16,724−7.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 210,903 | $20.0M | 0.01% | −2,348−1.1% | Reduced |