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, Q4 2025
Institutional positions in Southern Co as of Dec 31, 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
- 2,273
- +98 vs. Q3 2025
- Shares held
- 797.3M
- +14.1M (+1.8%) vs. Q3 2025
- Total value
- $69.6B
- −$4.66B (−6.3%) vs. Q3 2025
- New holders
- 246
- 864 more added
- Sold out
- 148
- 806 more reduced
47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 108,057,413 | $9.42B | 0.14% | +1,643,090+1.5% | Added |
| BlackRock, Inc. | 88,563,758 | $7.72B | 0.13% | +1,746,717+2.0% | Added |
| JPMorgan Chase & Co | 61,770,419 | $5.39B | 0.36% | −8,049,349−11.5% | Reduced |
| State Street Corp | 61,490,694 | $5.36B | 0.18% | +2,365,771+4.0% | Added |
| Capital World Investors | 41,142,076 | $3.59B | 0.49% | +7,593,224+22.6% | Added |
| Price T Rowe Associates Inc | 34,459,462 | $3.00B | 0.32% | +5,436,212+18.7% | Added |
| Geode Capital Management, LLC | 27,259,125 | $2.38B | 0.15% | +384,860+1.4% | Added |
| FMR LLC | 23,006,431 | $2.01B | 0.10% | −1,498,859−6.1% | Reduced |
| Massachusetts Financial Services Co | 16,300,985 | $1.42B | 0.46% | −3,509,214−17.7% | Reduced |
| Franklin Resources Inc | 15,340,744 | $1.34B | 0.33% | +1,377,723+9.9% | Added |
| Morgan Stanley | 13,148,239 | $1.15B | 0.07% | −812,443−5.8% | Reduced |
| Norges Bank | 12,745,981 | $1.11B | 0.12% | +12,745,981 | New |
| Capital International Investors | 11,244,052 | $980.6M | 0.15% | −8,412,251−42.8% | Reduced |
| Northern Trust Corp | 9,823,850 | $856.6M | 0.11% | −748,643−7.1% | Reduced |
| Ameriprise Financial Inc | 9,473,122 | $826.0M | 0.19% | −333,150−3.4% | Reduced |
| Legal & General Group Plc | 8,424,835 | $734.6M | 0.16% | −107,695−1.3% | Reduced |
| Bank of America Corp | 7,988,382 | $696.6M | 0.05% | −650,975−7.5% | Reduced |
| Royal Bank of Canada | 7,932,104 | $691.7M | 0.12% | −2,507,915−24.0% | Reduced |
| Bank of New York Mellon Corp | 7,451,993 | $649.8M | 0.11% | +167,171+2.3% | Added |
| Charles Schwab Investment Management Inc | 6,889,152 | $600.7M | 0.09% | +78,571+1.2% | Added |
| Soroban Capital Partners LP | 6,093,608 | $577.5M | 4.22% | +1,843,534+43.4% | Added |
| Invesco Ltd. | 5,356,827 | $467.1M | 0.04% | +284,635+5.6% | Added |
| UBS Asset Management Americas Inc | 5,119,605 | $446.4M | 0.09% | −608,688−10.6% | Reduced |
| Goldman Sachs Group Inc | 5,013,630 | $437.2M | 0.06% | −901,540−15.2% | Reduced |
| Nuveen, LLC | 4,573,702 | $398.8M | 0.10% | +95,503+2.1% | Added |
| UBS Group AG | 4,521,140 | $394.2M | 0.08% | −477,851−9.6% | Reduced |
| Barclays PLC | 4,391,064 | $382.9M | 0.15% | +914,181+26.3% | Added |
| Pictet Asset Management Holding SA | 4,265,347 | $371.9M | 0.36% | +255,230+6.4% | Added |
| Wells Fargo & Company | 4,010,506 | $349.7M | 0.07% | +60,279+1.5% | Added |
| Wellington Management Group LLP | 3,701,098 | $322.7M | 0.06% | +652,260+21.4% | Added |
| Raymond James Financial Inc | 3,095,082 | $269.9M | 0.08% | +190,385+6.6% | Added |
| LPL Financial LLC | 3,015,130 | $262.9M | 0.07% | +151,121+5.3% | Added |
| Swiss National Bank | 3,014,500 | $262.9M | 0.16% | −153,600−4.8% | Reduced |
| National Pension Service | 2,900,350 | $252.9M | 0.19% | +146,674+5.3% | Added |
| California Public Employees Retirement System | 2,869,491 | $250.2M | 0.14% | −577,545−16.8% | Reduced |
| Deutsche Bank AG | 2,764,048 | $241.0M | 0.08% | +819,744+42.2% | Added |
| Ensign Peak Advisors, Inc | 2,587,960 | $225.7M | 0.40% | −179,132−6.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,587,127 | $225.6M | 0.13% | −118,784−4.4% | Reduced |
| Dimensional Fund Advisors LP | 2,572,103 | $224.3M | 0.05% | +45,757+1.8% | Added |
| Squarepoint Ops LLC | 2,503,520 | $218.3M | 0.44% | +2,202,821+732.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,334,017 | $203.5M | 0.14% | +142,744+6.5% | Added |
| Envestnet Asset Management Inc | 2,270,859 | $198.0M | 0.06% | +226,415+11.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,069,696 | $180.5M | 0.91% | −8,038−0.4% | Reduced |
| Bank of Montreal | 1,985,086 | $173.1M | 0.07% | +69,794+3.6% | Added |
| Rhumbline Advisers | 1,943,908 | $169.5M | 0.14% | +7,247+0.4% | Added |
| Citigroup Inc | 1,937,624 | $169.0M | 0.12% | +885,905+84.2% | Added |
| HSBC Holdings PLC | 1,848,710 | $161.2M | 0.09% | +36,518+2.0% | Added |
| Energy Income Partners, LLC | 1,790,325 | $156.1M | 2.83% | +515,763+40.5% | Added |
| Federated Hermes, Inc. | 1,786,440 | $155.8M | 0.26% | −171,658−8.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 1,767,997 | $154.2M | 1.16% | +1,767,997 | New |
| Mawer Investment Management Ltd. | 1,767,773 | $154.1M | 0.86% | +969,493+121.4% | Added |
| Amundi | 1,756,778 | $153.2M | 0.04% | −417,537−19.2% | Reduced |
| Jennison Associates LLC | 1,596,263 | $139.2M | 0.08% | −182,940−10.3% | Reduced |
| HighTower Advisors, LLC | 1,546,875 | $134.9M | 0.15% | +11,121+0.7% | Added |
| Renaissance Technologies LLC | 1,513,400 | $132.0M | 0.20% | +1,513,400 | New |
| Confluence Investment Management LLC | 1,485,576 | $129.5M | 1.94% | −63,850−4.1% | Reduced |
| Principal Financial Group Inc | 1,469,170 | $128.1M | 0.07% | +50,448+3.6% | Added |
| Empower Advisory Group, LLC | 1,460,599 | $127.4M | 0.34% | −41,416−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,426,667 | $124.4M | 0.08% | −109,909−7.2% | Reduced |
| Colony Group, LLC | 1,415,446 | $123.5M | 0.14% | +128,390+10.0% | Added |
| Manufacturers Life Insurance Company, The | 1,372,368 | $119.8M | 0.10% | +7,342+0.5% | Added |
| California State Teachers Retirement System | 1,316,633 | $114.8M | 0.11% | −5,837−0.4% | Reduced |
| Russell Investments Group, Ltd. | 1,254,137 | $109.4M | 0.12% | −42,086−3.2% | Reduced |
| Duff & Phelps Investment Management Co | 1,238,217 | $108.0M | 1.22% | +86,731+7.5% | Added |
| GWM Advisors LLC | 1,165,694 | $101.6M | 0.37% | +930,945+396.6% | Added |
| Alliancebernstein L.P. | 1,083,440 | $94.5M | 0.03% | +23,784+2.2% | Added |
| Stifel Financial Corp | 1,065,349 | $92.9M | 0.08% | +33,965+3.3% | Added |
| New York State Common Retirement Fund | 1,051,575 | $91.7M | 0.12% | −13,100−1.2% | Reduced |
| Zacks Investment Management | 1,047,291 | $91.3M | 0.72% | −10,831−1.0% | Reduced |
| Natixis Advisors, L.P. | 1,032,690 | $90.1M | 0.13% | −194,124−15.8% | Reduced |
| Capital Advisors Inc | 1,000,364 | $87.2M | 1.40% | +49,402+5.2% | Added |
| Prudential Financial Inc | 972,925 | $84.8M | 0.10% | −154,737−13.7% | Reduced |
| State Board of Administration of Florida Retirement System | 964,856 | $84.1M | 0.15% | −35,470−3.5% | Reduced |
| Truist Financial Corp | 938,055 | $81.8M | 0.11% | +236,404+33.7% | Added |
| Korea Investment CORP | 922,561 | $80.4M | 0.16% | +62,419+7.3% | Added |
| Commonwealth Equity Services, LLC | 888,754 | $77.5M | 0.10% | −96,379−9.8% | Reduced |
| Clark Capital Management Group, Inc. | 853,495 | $74.4M | 0.46% | +2,090+0.2% | Added |
| Capital Research Global Investors | 825,154 | $72.0M | 0.01% | +3940.0% | Added |
| First Trust Advisors LP | 820,147 | $71.5M | 0.05% | −161,274−16.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 790,152 | $68.9M | 0.16% | −19,167−2.4% | Reduced |
| New York State Teachers Retirement System | 782,470 | $68.2M | 0.13% | −15,706−2.0% | Reduced |
| Welch Group, LLC | 779,260 | $68.0M | 2.62% | +6,686+0.9% | Added |
| Cetera Investment Advisers | 765,126 | $66.7M | 0.07% | +51,191+7.2% | Added |
| Macquarie Group Ltd | 745,031 | $65.0M | 0.28% | −153,995−17.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 721,571 | $63.0M | 0.17% | +399,289+123.9% | Added |
| Marshall Wace, LLP | 720,522 | $62.8M | 0.06% | −1,330,204−64.9% | Reduced |
| Old Republic International Corporation | 711,900 | $62.1M | 2.51% | −59,100−7.7% | Reduced |
| 1832 Asset Management L.P. | 705,063 | $61.5M | 0.08% | −58,262−7.6% | Reduced |
| Qube Research & Technologies Ltd | 691,664 | $60.3M | 0.09% | −92,301−11.8% | Reduced |
| Cohen & Steers, Inc. | 691,562 | $60.3M | 0.11% | −46,648−6.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 681,942 | $59.7M | 0.08% | +29,831+4.6% | Added |
| Victory Capital Management Inc | 672,802 | $58.7M | 0.03% | −2960.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 655,810 | $57.0M | 0.09% | −13,810−2.1% | Reduced |
| APG Asset Management N.V. | 754,785 | $56.0M | 0.16% | −395,519−34.4% | Reduced |
| Capital Investment Advisors, LLC | 635,316 | $55.4M | 0.84% | +9,451+1.5% | Added |
| National Bank of Canada | 634,117 | $55.3M | 0.06% | +394,344+164.5% | Added |
| Fort Washington Investment Advisors Inc | 628,228 | $54.8M | 0.29% | +11,115+1.8% | Added |
| Great West Life Assurance Co | 623,651 | $54.4M | 0.09% | +20,414+3.4% | Added |
| Vaughan David Investments LLC | 585,521 | $51.1M | 1.11% | +3,045+0.5% | Added |
| Aventail Capital Group, LP | 583,673 | $50.9M | 2.93% | −105,092−15.3% | Reduced |