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, Q1 2026
Institutional positions in Southern Co as of Mar 31, 2026. 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
- 2,367
- +130 vs. Q4 2025
- Shares held
- 789.7M
- +114.7M (+17.0%) vs. Q4 2025
- Total value
- $76.2B
- +$17.3B (+29.4%) vs. Q4 2025
- New holders
- 228
- 985 more added
- Sold out
- 98
- 782 more reduced
36 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 90,368,703 | $8.72B | 0.15% | +1,804,945+2.0% | Added |
| Vanguard Capital Management LLC | 71,539,145 | $6.90B | 0.17% | +71,539,145 | New |
| State Street Corp | 62,980,088 | $6.08B | 0.21% | +1,489,394+2.4% | Added |
| Capital World Investors | 56,239,873 | $5.43B | 0.74% | +15,097,797+36.7% | Added |
| JPMorgan Chase & Co | 43,337,750 | $4.20B | 0.29% | −18,432,669−29.8% | Reduced |
| Price T Rowe Associates Inc | 36,425,526 | $3.52B | 0.41% | +1,966,064+5.7% | Added |
| Geode Capital Management, LLC | 28,355,049 | $2.75B | 0.17% | +1,095,924+4.0% | Added |
| Vanguard Portfolio Management LLC | 26,136,857 | $2.52B | 0.13% | +26,136,857 | New |
| FMR LLC | 22,887,934 | $2.21B | 0.12% | −118,497−0.5% | Reduced |
| Franklin Resources Inc | 16,809,309 | $1.62B | 0.40% | +1,468,565+9.6% | Added |
| Massachusetts Financial Services Co | 15,595,800 | $1.50B | 0.51% | −705,185−4.3% | Reduced |
| Morgan Stanley | 12,915,066 | $1.25B | 0.08% | −233,173−1.8% | Reduced |
| Northern Trust Corp | 9,827,426 | $948.5M | 0.13% | +3,5760.0% | Added |
| Ameriprise Financial Inc | 9,435,986 | $910.5M | 0.21% | −37,136−0.4% | Reduced |
| Royal Bank of Canada | 8,753,175 | $844.9M | 0.16% | +821,071+10.4% | Added |
| Bank of America Corp | 8,380,592 | $808.9M | 0.06% | +392,210+4.9% | Added |
| Legal & General Group Plc | 7,848,282 | $757.5M | 0.18% | −576,553−6.8% | Reduced |
| Bank of New York Mellon Corp | 7,278,616 | $702.5M | 0.13% | −173,377−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 7,111,271 | $686.4M | 0.10% | +222,119+3.2% | Added |
| Vanguard Fiduciary Trust Co | 6,197,084 | $598.1M | 0.15% | +6,197,084 | New |
| Goldman Sachs Group Inc | 5,841,923 | $563.9M | 0.07% | +828,293+16.5% | Added |
| Invesco Ltd. | 5,537,999 | $534.5M | 0.05% | +181,172+3.4% | Added |
| UBS Asset Management Americas Inc | 5,173,525 | $499.3M | 0.10% | +53,920+1.1% | Added |
| Barclays PLC | 4,564,491 | $440.6M | 0.16% | +173,427+3.9% | Added |
| Wellington Management Group LLP | 4,515,730 | $435.9M | 0.08% | +814,632+22.0% | Added |
| Wells Fargo & Company | 4,254,837 | $410.7M | 0.08% | +244,331+6.1% | Added |
| Pictet Asset Management Holding SA | 4,236,493 | $408.9M | 0.43% | −28,854−0.7% | Reduced |
| UBS Group AG | 4,076,352 | $393.4M | 0.07% | −444,788−9.8% | Reduced |
| Nuveen, LLC | 3,890,571 | $375.5M | 0.10% | −683,131−14.9% | Reduced |
| Mawer Investment Management Ltd. | 3,421,757 | $330.3M | 2.14% | +1,653,984+93.6% | Added |
| Amundi | 3,324,416 | $320.9M | 0.09% | +1,567,638+89.2% | Added |
| Swiss National Bank | 3,231,400 | $311.9M | 0.18% | +216,900+7.2% | Added |
| Raymond James Financial Inc | 3,152,402 | $304.3M | 0.09% | +57,320+1.9% | Added |
| LPL Financial LLC | 3,070,673 | $296.4M | 0.08% | +55,543+1.8% | Added |
| National Pension Service | 2,878,867 | $277.9M | 0.21% | −21,483−0.7% | Reduced |
| Dimensional Fund Advisors LP | 2,655,044 | $256.3M | 0.05% | +82,941+3.2% | Added |
| Capital Research Global Investors | 2,614,540 | $252.4M | 0.04% | +1,789,386+216.9% | Added |
| Citigroup Inc | 2,613,850 | $252.3M | 0.16% | +676,226+34.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,500,709 | $241.4M | 0.16% | +166,692+7.1% | Added |
| Envestnet Asset Management Inc | 2,445,718 | $236.1M | 0.06% | +174,859+7.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,439,489 | $235.5M | 0.15% | −147,638−5.7% | Reduced |
| Vanguard Global Advisers, LLC | 2,409,631 | $232.6M | 0.12% | +2,409,631 | New |
| Soroban Capital Partners LP | 2,375,511 | $229.3M | 1.64% | −3,718,097−61.0% | Reduced |
| Marshall Wace, LLP | 2,334,078 | $225.3M | 0.24% | +1,613,556+223.9% | Added |
| Ensign Peak Advisors, Inc | 2,256,022 | $217.8M | 0.41% | −331,938−12.8% | Reduced |
| Deutsche Bank AG | 2,117,270 | $204.4M | 0.07% | −646,778−23.4% | Reduced |
| California Public Employees Retirement System | 2,098,404 | $202.5M | 0.12% | −771,087−26.9% | Reduced |
| Vanguard Asset Management, Ltd | 2,069,243 | $199.7M | 0.17% | +2,069,243 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,955,065 | $188.7M | 0.96% | −114,631−5.5% | Reduced |
| Jennison Associates LLC | 1,930,415 | $186.3M | 0.13% | +334,152+20.9% | Added |
| Pinnacle Financial Partners, Inc. | 1,923,892 | $185.7M | 1.42% | +155,895+8.8% | Added |
| Rhumbline Advisers | 1,922,471 | $185.6M | 0.16% | −21,437−1.1% | Reduced |
| Federated Hermes, Inc. | 1,889,752 | $182.4M | 0.30% | +103,312+5.8% | Added |
| HSBC Holdings PLC | 1,750,054 | $168.8M | 0.10% | −98,656−5.3% | Reduced |
| Bank of Montreal | 1,721,982 | $166.2M | 0.07% | −263,104−13.3% | Reduced |
| Energy Income Partners, LLC | 1,716,842 | $165.7M | 2.67% | −73,483−4.1% | Reduced |
| Janus Henderson Group PLC | 1,713,552 | $165.4M | 0.08% | +1,636,051+2,111.0% | Added |
| Prudential Financial Inc | 1,590,591 | $153.5M | 0.19% | +617,666+63.5% | Added |
| Empower Advisory Group, LLC | 1,583,291 | $152.8M | 0.40% | +122,692+8.4% | Added |
| HighTower Advisors, LLC | 1,515,829 | $146.3M | 0.16% | −31,046−2.0% | Reduced |
| Colony Group, LLC | 1,462,181 | $141.1M | 0.16% | +46,735+3.3% | Added |
| Principal Financial Group Inc | 1,445,765 | $139.5M | 0.07% | −23,405−1.6% | Reduced |
| Confluence Investment Management LLC | 1,421,871 | $137.2M | 2.13% | −63,705−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,386,221 | $133.8M | 0.12% | +13,853+1.0% | Added |
| Capital International Investors | 1,383,809 | $133.7M | 0.03% | −9,860,243−87.7% | Reduced |
| California State Teachers Retirement System | 1,276,908 | $123.2M | 0.13% | −39,725−3.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,186,900 | $114.6M | 0.18% | +1,186,900 | New |
| Squarepoint Ops LLC | 1,177,177 | $113.6M | 0.24% | −1,326,343−53.0% | Reduced |
| Natixis Advisors, L.P. | 1,146,471 | $110.7M | 0.15% | +113,781+11.0% | Added |
| Russell Investments Group, Ltd. | 1,123,642 | $108.5M | 0.12% | −130,495−10.4% | Reduced |
| Duff & Phelps Investment Management Co | 1,073,294 | $103.6M | 1.08% | −164,923−13.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 1,070,491 | $103.3M | 0.30% | +1,070,491 | New |
| Stifel Financial Corp | 1,055,529 | $101.9M | 0.09% | −9,820−0.9% | Reduced |
| New York State Common Retirement Fund | 1,051,575 | $101.5M | 0.14% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,039,289 | $100.3M | 1.61% | +38,925+3.9% | Added |
| GWM Advisors LLC | 1,039,273 | $100.3M | 0.36% | −126,421−10.8% | Reduced |
| Zacks Investment Management | 1,037,477 | $100.1M | 0.80% | −9,814−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,032,812 | $99.7M | 0.07% | −393,855−27.6% | Reduced |
| Truist Financial Corp | 971,154 | $93.7M | 0.13% | +33,099+3.5% | Added |
| State Board of Administration of Florida Retirement System | 960,839 | $92.7M | 0.17% | −4,017−0.4% | Reduced |
| Alliancebernstein L.P. | 1,045,460 | $91.2M | 0.03% | −37,980−3.5% | Reduced |
| Citadel Advisors LLC | 894,897 | $86.4M | 0.06% | +502,837+128.3% | Added |
| Commonwealth Equity Services, LLC | 890,580 | $86.0M | 0.12% | +1,826+0.2% | Added |
| Qube Research & Technologies Ltd | 866,507 | $83.6M | 0.12% | +174,843+25.3% | Added |
| New York State Teachers Retirement System | 864,770 | $83.5M | 0.17% | +82,300+10.5% | Added |
| Korea Investment CORP | 840,022 | $81.1M | 0.17% | −82,539−8.9% | Reduced |
| ExodusPoint Capital Management, LP | 834,955 | $80.6M | 0.80% | +258,055+44.7% | Added |
| Cetera Investment Advisers | 798,489 | $77.1M | 0.08% | +33,363+4.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 794,154 | $76.7M | 0.19% | +4,002+0.5% | Added |
| Jones Financial Companies LLLP | 792,024 | $75.7M | 0.04% | +604,372+322.1% | Added |
| Welch Group, LLC | 782,791 | $75.6M | 2.84% | +3,531+0.5% | Added |
| Cbre Clarion Securities LLC | 745,127 | $71.9M | 1.07% | +560,445+303.5% | Added |
| First Trust Advisors LP | 742,958 | $71.7M | 0.05% | −77,189−9.4% | Reduced |
| Macquarie Group Ltd | 740,742 | $71.5M | 0.43% | −4,289−0.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 734,266 | $71.0M | 0.21% | +12,695+1.8% | Added |
| Old Republic International Corporation | 711,900 | $68.7M | 2.73% | 00.0% | Unchanged |
| Victory Capital Management Inc | 703,486 | $67.9M | 0.04% | +30,684+4.6% | Added |
| Cohen & Steers, Inc. | 691,562 | $66.8M | 0.12% | 00.0% | Unchanged |
| Schroder Investment Management Group | 682,724 | $66.2M | 0.05% | +351,264+106.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 686,927 | $66.0M | 0.11% | +31,117+4.7% | Added |