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 5 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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 576,900 | $50.3M | 0.56% | +576,900 | New |
| Donaldson Capital Management, LLC | 570,252 | $49.7M | 1.58% | +7,225+1.3% | Added |
| State of Wisconsin Investment Board | 570,127 | $49.7M | 0.11% | −7,281−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 562,334 | $49.0M | 0.13% | −3,120−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 561,260 | $49.0M | 0.07% | −73,871−11.6% | Reduced |
| Capital International Inc | 523,474 | $45.6M | 0.36% | +42,286+8.8% | Added |
| Asset Management One Co.,Ltd. | 517,910 | $45.3M | 0.13% | −3,612−0.7% | Reduced |
| Sterling Capital Management LLC | 516,512 | $45.0M | 0.73% | +491,166+1,937.8% | Added |
| The PNC Financial Services Group, Inc. | 512,996 | $44.7M | 0.02% | −17,633−3.3% | Reduced |
| CIBC Asset Management Inc | 496,353 | $43.3M | 0.10% | +105,589+27.0% | Added |
| DnB Asset Management AS | 486,143 | $42.4M | 0.15% | +32,221+7.1% | Added |
| Creative Planning | 481,036 | $41.9M | 0.03% | +15,921+3.4% | Added |
| Susquehanna International Group, LLP | 475,019 | $41.4M | 0.06% | +316,529+199.7% | Added |
| Treasurer of the State of North Carolina | 461,705 | $40.3M | 0.13% | −33,729−6.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 460,252 | $40.1M | 0.11% | +27,341+6.3% | Added |
| Magellan Asset Management Ltd | 450,612 | $39.3M | 0.48% | +47,355+11.7% | Added |
| Van Eck Associates Corp | 446,334 | $38.9M | 0.03% | +26,165+6.2% | Added |
| Public Employees Retirement System of Ohio | 444,753 | $38.8M | 0.12% | +2,489+0.6% | Added |
| OpenArc Corporate Advisory, LLC | 443,704 | $38.7M | 0.64% | +443,704 | New |
| Resona Asset Management Co.,Ltd. | 436,639 | $38.1M | 0.18% | −9,878−2.2% | Reduced |
| Mariner, LLC | 436,557 | $38.1M | 0.05% | +44,503+11.4% | Added |
| Standard Life Aberdeen plc | 430,795 | $37.6M | 0.06% | −2,617−0.6% | Reduced |
| US Bancorp | 419,842 | $36.6M | 0.04% | −1,034−0.2% | Reduced |
| SEI Investments Co | 416,732 | $36.3M | 0.04% | +12,920+3.2% | Added |
| Forsta Ap-Fonden | 415,300 | $36.2M | 0.22% | +80,600+24.1% | Added |
| TD Asset Management Inc | 407,483 | $35.5M | 0.03% | −1,597−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 401,771 | $35.0M | 0.09% | +8,644+2.2% | Added |
| Gabelli Funds LLC | 398,202 | $34.7M | 0.24% | −3,298−0.8% | Reduced |
| Citadel Advisors LLC | 392,060 | $34.2M | 0.02% | −311,454−44.3% | Reduced |
| Toronto Dominion Bank | 391,566 | $34.1M | 0.06% | −34,327−8.1% | Reduced |
| Aptus Capital Advisors, LLC | 391,245 | $34.1M | 0.29% | +9,895+2.6% | Added |
| EP Wealth Advisors, LLC | 390,880 | $34.1M | 0.18% | +390,880 | New |
| MML Investors Services, LLC | 386,267 | $33.7M | 0.08% | +17,939+4.9% | Added |
| Credit Agricole S A | 383,477 | $33.4M | 0.09% | +334,809+687.9% | Added |
| State of New Jersey Common Pension Fund D | 375,655 | $32.8M | 0.12% | −6,584−1.7% | Reduced |
| Janney Montgomery Scott LLC | 373,869 | $32.6M | 0.07% | +6,974+1.9% | Added |
| Southern Financial Group, LLC | 370,966 | $32.3M | 9.26% | +370,966 | New |
| Sanctuary Advisors, LLC | 368,033 | $32.1M | 0.18% | +17,884+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 366,869 | $32.0M | 0.05% | +2,474+0.7% | Added |
| Worldquant Millennium Advisors LLC | 353,743 | $30.8M | 0.12% | −663,923−65.2% | Reduced |
| Kestra Advisory Services, LLC | 341,749 | $29.8M | 0.12% | +5,169+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 340,486 | $29.7M | 0.06% | +58,304+20.7% | Added |
| Cahaba Wealth Management, Inc. | 339,697 | $29.6M | 2.06% | −3,662−1.1% | Reduced |
| Quantinno Capital Management LP | 339,247 | $29.6M | 0.06% | +40,760+13.7% | Added |
| GW Henssler & Associates Ltd | 338,543 | $29.5M | 1.42% | −7,232−2.1% | Reduced |
| Warren Averett Asset Management, LLC | 334,357 | $29.2M | 0.24% | +93,960+39.1% | Added |
| Schroder Investment Management Group | 331,460 | $29.0M | 0.02% | −309,234−48.3% | Reduced |
| Weiss Asset Management LP | 332,693 | $29.0M | 0.41% | +332,693 | New |
| D. E. Shaw & Co., Inc. | 330,402 | $28.8M | 0.02% | +29,995+10.0% | Added |
| Capital Fund Management S.A. | 329,431 | $28.7M | 0.27% | +239,977+268.3% | Added |
| Voya Investment Management LLC | 322,457 | $28.1M | 0.03% | +9,973+3.2% | Added |
| Bollard Group LLC | 322,040 | $28.1M | 0.74% | −128,581−28.5% | Reduced |
| Illinois Municipal Retirement Fund | 316,494 | $27.6M | 0.35% | +18,126+6.1% | Added |
| State of Tennessee, Treasury Department | 307,078 | $27.4M | 0.09% | −82,184−21.1% | Reduced |
| SG Americas Securities, LLC | 311,075 | $27.1M | 0.04% | −315,320−50.3% | Reduced |
| Arizona State Retirement System | 309,715 | $27.0M | 0.15% | −11,315−3.5% | Reduced |
| Advisors Capital Management, LLC | 306,039 | $26.7M | 0.31% | +3,549+1.2% | Added |
| Westwood Holdings Group Inc. | 302,986 | $26.4M | 0.21% | −387,215−56.1% | Reduced |
| Baird Financial Group, Inc. | 301,601 | $26.3M | 0.04% | −10,880−3.5% | Reduced |
| Brinker Capital Investments, LLC | 294,522 | $25.7M | 0.19% | −4,680−1.6% | Reduced |
| Czech National Bank | 290,344 | $25.3M | 0.16% | +10,955+3.9% | Added |
| American Century Companies Inc | 290,212 | $25.3M | 0.01% | +3,679+1.3% | Added |
| State of Michigan Retirement System | 288,223 | $25.1M | 0.12% | −9,300−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 283,015 | $24.7M | 0.35% | +25,275+9.8% | Added |
| Captrust Financial Advisors | 282,431 | $24.6M | 0.05% | −1,107−0.4% | Reduced |
| Public Sector Pension Investment Board | 280,415 | $24.5M | 0.08% | +43,194+18.2% | Added |
| Brandywine Global Investment Management, LLC | 273,908 | $23.9M | 0.16% | −5,626−2.0% | Reduced |
| Arbejdsmarkedets Tillaegspension | 272,066 | $23.7M | 0.60% | +272,066 | New |
| Exchange Traded Concepts, LLC | 270,321 | $23.6M | 0.20% | +114,601+73.6% | Added |
| Hancock Whitney Corp | 268,429 | $23.4M | 0.42% | −16,860−5.9% | Reduced |
| Liberty One Investment Management, LLC | 267,878 | $23.4M | 2.98% | −417,891−60.9% | Reduced |
| Huntington National Bank | 266,943 | $23.3M | 0.14% | +5,732+2.2% | Added |
| Gotham Asset Management, LLC | 264,377 | $23.1M | 0.08% | +135,334+104.9% | Added |
| MetLife Investment Management | 263,973 | $23.0M | 0.11% | −8,998−3.3% | Reduced |
| IFM Investors Pty Ltd | 262,122 | $22.9M | 0.19% | +9,127+3.6% | Added |
| Crawford Investment Counsel Inc | 261,457 | $22.8M | 0.38% | +202+0.1% | Added |
| Man Group plc | 260,519 | $22.7M | 0.04% | +179,716+222.4% | Added |
| Foundations Investment Advisors, LLC | 257,096 | $22.4M | 0.29% | +32,516+14.5% | Added |
| Lockheed Martin Investment Management Co | 254,540 | $22.2M | 0.74% | +104,570+69.7% | Added |
| CI Private Wealth, LLC | 253,575 | $22.1M | 0.03% | +9,910+4.1% | Added |
| Hennessy Advisors Inc | 252,400 | $22.0M | 0.78% | −6,800−2.6% | Reduced |
| STRS Ohio | 249,701 | $21.8M | 0.08% | −10,056−3.9% | Reduced |
| Mercer Global Advisors Inc | 249,674 | $21.8M | 0.03% | +6,566+2.7% | Added |
| Becker Capital Management Inc | 243,626 | $21.2M | 0.61% | +3,134+1.3% | Added |
| FIL Ltd | 243,321 | $21.2M | 0.02% | +9,198+3.9% | Added |
| Cerity Partners LLC | 241,120 | $21.0M | 0.03% | +7,450+3.2% | Added |
| Edgar Lomax Co | 240,695 | $21.0M | 1.59% | −5,510−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 239,402 | $20.9M | 0.11% | −17,977−7.0% | Reduced |
| AQR Capital Management LLC | 236,978 | $20.7M | 0.01% | −156,359−39.8% | Reduced |
| MAI Capital Management | 236,851 | $20.7M | 0.12% | −15,940−6.3% | Reduced |
| Retirement Systems of Alabama | 234,243 | $20.4M | 0.07% | −416−0.2% | Reduced |
| Allworth Financial LP | 232,637 | $20.3M | 0.08% | +49,591+27.1% | Added |
| Fukoku Mutual Life Insurance Co | 230,101 | $20.1M | 1.32% | −827−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 227,673 | $19.9M | 0.01% | +16,770+8.0% | Added |
| Rockefeller Capital Management L.P. | 227,383 | $19.8M | 0.04% | +3,342+1.5% | Added |
| Teacher Retirement System of Texas | 227,333 | $19.8M | 0.07% | −81,128−26.3% | Reduced |
| Richard C. Young & CO., LTD. | 226,568 | $19.8M | 1.77% | +2,593+1.2% | Added |
| Midwest Trust Co | 225,703 | $19.7M | 0.25% | +2,397+1.1% | Added |
| Comerica Bank | 219,442 | $19.1M | 0.08% | −10,450−4.5% | Reduced |
| Calamos Wealth Management LLC | 218,922 | $19.1M | 0.66% | −1,233−0.6% | Reduced |