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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 264,377 | $23.1M | 0.08% | +135,334+104.9% | Added |
| Huntington National Bank | 266,943 | $23.3M | 0.14% | +5,732+2.2% | Added |
| Liberty One Investment Management, LLC | 267,878 | $23.4M | 2.98% | −417,891−60.9% | Reduced |
| Hancock Whitney Corp | 268,429 | $23.4M | 0.42% | −16,860−5.9% | Reduced |
| Exchange Traded Concepts, LLC | 270,321 | $23.6M | 0.20% | +114,601+73.6% | Added |
| Arbejdsmarkedets Tillaegspension | 272,066 | $23.7M | 0.60% | +272,066 | New |
| Brandywine Global Investment Management, LLC | 273,908 | $23.9M | 0.16% | −5,626−2.0% | Reduced |
| Public Sector Pension Investment Board | 280,415 | $24.5M | 0.08% | +43,194+18.2% | Added |
| Captrust Financial Advisors | 282,431 | $24.6M | 0.05% | −1,107−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 283,015 | $24.7M | 0.35% | +25,275+9.8% | Added |
| State of Michigan Retirement System | 288,223 | $25.1M | 0.12% | −9,300−3.1% | Reduced |
| American Century Companies Inc | 290,212 | $25.3M | 0.01% | +3,679+1.3% | Added |
| Czech National Bank | 290,344 | $25.3M | 0.16% | +10,955+3.9% | Added |
| Brinker Capital Investments, LLC | 294,522 | $25.7M | 0.19% | −4,680−1.6% | Reduced |
| Baird Financial Group, Inc. | 301,601 | $26.3M | 0.04% | −10,880−3.5% | Reduced |
| Westwood Holdings Group Inc. | 302,986 | $26.4M | 0.21% | −387,215−56.1% | Reduced |
| Advisors Capital Management, LLC | 306,039 | $26.7M | 0.31% | +3,549+1.2% | Added |
| Arizona State Retirement System | 309,715 | $27.0M | 0.15% | −11,315−3.5% | Reduced |
| SG Americas Securities, LLC | 311,075 | $27.1M | 0.04% | −315,320−50.3% | Reduced |
| State of Tennessee, Treasury Department | 307,078 | $27.4M | 0.09% | −82,184−21.1% | Reduced |
| Illinois Municipal Retirement Fund | 316,494 | $27.6M | 0.35% | +18,126+6.1% | Added |
| Bollard Group LLC | 322,040 | $28.1M | 0.74% | −128,581−28.5% | Reduced |
| Voya Investment Management LLC | 322,457 | $28.1M | 0.03% | +9,973+3.2% | Added |
| Capital Fund Management S.A. | 329,431 | $28.7M | 0.27% | +239,977+268.3% | Added |
| D. E. Shaw & Co., Inc. | 330,402 | $28.8M | 0.02% | +29,995+10.0% | Added |
| Weiss Asset Management LP | 332,693 | $29.0M | 0.41% | +332,693 | New |
| Schroder Investment Management Group | 331,460 | $29.0M | 0.02% | −309,234−48.3% | Reduced |
| Warren Averett Asset Management, LLC | 334,357 | $29.2M | 0.24% | +93,960+39.1% | Added |
| GW Henssler & Associates Ltd | 338,543 | $29.5M | 1.42% | −7,232−2.1% | Reduced |
| Quantinno Capital Management LP | 339,247 | $29.6M | 0.06% | +40,760+13.7% | Added |
| Cahaba Wealth Management, Inc. | 339,697 | $29.6M | 2.06% | −3,662−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 340,486 | $29.7M | 0.06% | +58,304+20.7% | Added |
| Kestra Advisory Services, LLC | 341,749 | $29.8M | 0.12% | +5,169+1.5% | Added |
| Worldquant Millennium Advisors LLC | 353,743 | $30.8M | 0.12% | −663,923−65.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 366,869 | $32.0M | 0.05% | +2,474+0.7% | Added |
| Sanctuary Advisors, LLC | 368,033 | $32.1M | 0.18% | +17,884+5.1% | Added |
| Southern Financial Group, LLC | 370,966 | $32.3M | 9.26% | +370,966 | New |
| Janney Montgomery Scott LLC | 373,869 | $32.6M | 0.07% | +6,974+1.9% | Added |
| State of New Jersey Common Pension Fund D | 375,655 | $32.8M | 0.12% | −6,584−1.7% | Reduced |
| Credit Agricole S A | 383,477 | $33.4M | 0.09% | +334,809+687.9% | Added |
| MML Investors Services, LLC | 386,267 | $33.7M | 0.08% | +17,939+4.9% | Added |
| EP Wealth Advisors, LLC | 390,880 | $34.1M | 0.18% | +390,880 | New |
| Aptus Capital Advisors, LLC | 391,245 | $34.1M | 0.29% | +9,895+2.6% | Added |
| Toronto Dominion Bank | 391,566 | $34.1M | 0.06% | −34,327−8.1% | Reduced |
| Citadel Advisors LLC | 392,060 | $34.2M | 0.02% | −311,454−44.3% | Reduced |
| Gabelli Funds LLC | 398,202 | $34.7M | 0.24% | −3,298−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 401,771 | $35.0M | 0.09% | +8,644+2.2% | Added |
| TD Asset Management Inc | 407,483 | $35.5M | 0.03% | −1,597−0.4% | Reduced |
| Forsta Ap-Fonden | 415,300 | $36.2M | 0.22% | +80,600+24.1% | Added |
| SEI Investments Co | 416,732 | $36.3M | 0.04% | +12,920+3.2% | Added |
| US Bancorp | 419,842 | $36.6M | 0.04% | −1,034−0.2% | Reduced |
| Standard Life Aberdeen plc | 430,795 | $37.6M | 0.06% | −2,617−0.6% | Reduced |
| Mariner, LLC | 436,557 | $38.1M | 0.05% | +44,503+11.4% | Added |
| Resona Asset Management Co.,Ltd. | 436,639 | $38.1M | 0.18% | −9,878−2.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 443,704 | $38.7M | 0.64% | +443,704 | New |
| Public Employees Retirement System of Ohio | 444,753 | $38.8M | 0.12% | +2,489+0.6% | Added |
| Van Eck Associates Corp | 446,334 | $38.9M | 0.03% | +26,165+6.2% | Added |
| Magellan Asset Management Ltd | 450,612 | $39.3M | 0.48% | +47,355+11.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 460,252 | $40.1M | 0.11% | +27,341+6.3% | Added |
| Treasurer of the State of North Carolina | 461,705 | $40.3M | 0.13% | −33,729−6.8% | Reduced |
| Susquehanna International Group, LLP | 475,019 | $41.4M | 0.06% | +316,529+199.7% | Added |
| Creative Planning | 481,036 | $41.9M | 0.03% | +15,921+3.4% | Added |
| DnB Asset Management AS | 486,143 | $42.4M | 0.15% | +32,221+7.1% | Added |
| CIBC Asset Management Inc | 496,353 | $43.3M | 0.10% | +105,589+27.0% | Added |
| The PNC Financial Services Group, Inc. | 512,996 | $44.7M | 0.02% | −17,633−3.3% | Reduced |
| Sterling Capital Management LLC | 516,512 | $45.0M | 0.73% | +491,166+1,937.8% | Added |
| Asset Management One Co.,Ltd. | 517,910 | $45.3M | 0.13% | −3,612−0.7% | Reduced |
| Capital International Inc | 523,474 | $45.6M | 0.36% | +42,286+8.8% | Added |
| Advisor Group Holdings, Inc. | 561,260 | $49.0M | 0.07% | −73,871−11.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 562,334 | $49.0M | 0.13% | −3,120−0.6% | Reduced |
| State of Wisconsin Investment Board | 570,127 | $49.7M | 0.11% | −7,281−1.3% | Reduced |
| Donaldson Capital Management, LLC | 570,252 | $49.7M | 1.58% | +7,225+1.3% | Added |
| ExodusPoint Capital Management, LP | 576,900 | $50.3M | 0.56% | +576,900 | New |
| Aventail Capital Group, LP | 583,673 | $50.9M | 2.93% | −105,092−15.3% | Reduced |
| Vaughan David Investments LLC | 585,521 | $51.1M | 1.11% | +3,045+0.5% | Added |
| Great West Life Assurance Co | 623,651 | $54.4M | 0.09% | +20,414+3.4% | Added |
| Fort Washington Investment Advisors Inc | 628,228 | $54.8M | 0.29% | +11,115+1.8% | Added |
| National Bank of Canada | 634,117 | $55.3M | 0.06% | +394,344+164.5% | Added |
| Capital Investment Advisors, LLC | 635,316 | $55.4M | 0.84% | +9,451+1.5% | Added |
| APG Asset Management N.V. | 754,785 | $56.0M | 0.16% | −395,519−34.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 655,810 | $57.0M | 0.09% | −13,810−2.1% | Reduced |
| Victory Capital Management Inc | 672,802 | $58.7M | 0.03% | −2960.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 681,942 | $59.7M | 0.08% | +29,831+4.6% | Added |
| Cohen & Steers, Inc. | 691,562 | $60.3M | 0.11% | −46,648−6.3% | Reduced |
| Qube Research & Technologies Ltd | 691,664 | $60.3M | 0.09% | −92,301−11.8% | Reduced |
| 1832 Asset Management L.P. | 705,063 | $61.5M | 0.08% | −58,262−7.6% | Reduced |
| Old Republic International Corporation | 711,900 | $62.1M | 2.51% | −59,100−7.7% | Reduced |
| Marshall Wace, LLP | 720,522 | $62.8M | 0.06% | −1,330,204−64.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 721,571 | $63.0M | 0.17% | +399,289+123.9% | Added |
| Macquarie Group Ltd | 745,031 | $65.0M | 0.28% | −153,995−17.1% | Reduced |
| Cetera Investment Advisers | 765,126 | $66.7M | 0.07% | +51,191+7.2% | Added |
| Welch Group, LLC | 779,260 | $68.0M | 2.62% | +6,686+0.9% | Added |
| New York State Teachers Retirement System | 782,470 | $68.2M | 0.13% | −15,706−2.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 790,152 | $68.9M | 0.16% | −19,167−2.4% | Reduced |
| First Trust Advisors LP | 820,147 | $71.5M | 0.05% | −161,274−16.4% | Reduced |
| Capital Research Global Investors | 825,154 | $72.0M | 0.01% | +3940.0% | Added |
| Clark Capital Management Group, Inc. | 853,495 | $74.4M | 0.46% | +2,090+0.2% | Added |
| Commonwealth Equity Services, LLC | 888,754 | $77.5M | 0.10% | −96,379−9.8% | Reduced |
| Korea Investment CORP | 922,561 | $80.4M | 0.16% | +62,419+7.3% | Added |
| Truist Financial Corp | 938,055 | $81.8M | 0.11% | +236,404+33.7% | Added |