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, 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 149,509 | $14.4M | 0.31% | +128,837+623.2% | Added |
| CCM Investment Advisers LLC | 149,674 | $14.4M | 1.38% | −13,733−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 150,070 | $14.5M | 0.05% | −10,571−6.6% | Reduced |
| British Columbia Investment Management Corp | 151,754 | $14.6M | 0.09% | −43,273−22.2% | Reduced |
| New York Life Investment Management LLC | 153,048 | $14.8M | 0.12% | +1,979+1.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 153,099 | $14.8M | 0.42% | −12,533−7.6% | Reduced |
| Resources Investment Advisors, LLC. | 154,834 | $14.9M | 0.15% | −6,687−4.1% | Reduced |
| Two Sigma Investments, LP | 155,978 | $15.1M | 0.01% | +155,978 | New |
| JustInvest LLC | 157,180 | $15.2M | 0.15% | +8,947+6.0% | Added |
| Commerce Bank | 157,243 | $15.2M | 0.07% | −2,505−1.6% | Reduced |
| Balyasny Asset Management LLC | 157,711 | $15.2M | 0.03% | +141,233+857.1% | Added |
| M&T Bank Corp | 157,789 | $15.2M | 0.05% | −503−0.3% | Reduced |
| CWM, LLC | 158,138 | $15.3M | 0.04% | −7,337−4.4% | Reduced |
| NEOS Investment Management LLC | 160,165 | $15.5M | 0.08% | +6,789+4.4% | Added |
| Exchange Traded Concepts, LLC | 162,363 | $15.7M | 0.12% | −107,958−39.9% | Reduced |
| Rakuten Investment Management, Inc. | 163,415 | $15.8M | 0.03% | +18,610+12.9% | Added |
| First National Bank of Omaha | 164,483 | $15.9M | 0.49% | +57,062+53.1% | Added |
| ProShare Advisors LLC | 166,626 | $16.1M | 0.02% | −40,191−19.4% | Reduced |
| Intech Investment Management LLC | 166,933 | $16.1M | 0.16% | +66,572+66.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 170,041 | $16.4M | 0.14% | +1,584+0.9% | Added |
| Brookstone Capital Management | 170,901 | $16.5M | 0.19% | +25,475+17.5% | Added |
| Steward Partners Investment Advisory, LLC | 172,516 | $16.7M | 0.08% | −15,516−8.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 173,280 | $16.7M | 0.16% | −21,130−10.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 173,538 | $16.7M | 0.14% | +7,500+4.5% | Added |
| USS Investment Management Ltd | 175,403 | $16.9M | 0.07% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 178,217 | $17.2M | 0.97% | +7,851+4.6% | Added |
| Utah Retirement Systems | 179,151 | $17.3M | 0.18% | −2,842−1.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 180,786 | $17.4M | 0.04% | +180,786 | New |
| Wiley Bros.-Aintree Capital, LLC | 184,529 | $17.8M | 0.09% | +7,108+4.0% | Added |
| Leavell Investment Management, Inc. | 185,547 | $17.9M | 0.73% | +128+0.1% | Added |
| Nichols & Pratt Advisers LLP | 186,271 | $18.0M | 1.17% | −277−0.1% | Reduced |
| iA Global Asset Management Inc. | 186,800 | $18.0M | 0.26% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 187,322 | $18.1M | 0.05% | +16,128+9.4% | Added |
| Regions Financial Corp | 187,735 | $18.1M | 0.12% | +1,347+0.7% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $18.2M | 0.03% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 188,183 | $18.2M | 0.06% | −6,742−3.5% | Reduced |
| HB Wealth Management, LLC | 191,309 | $18.5M | 0.12% | −1,124−0.6% | Reduced |
| Daiwa Securities Group Inc. | 193,170 | $18.6M | 0.05% | +13,063+7.3% | Added |
| Brinker Capital Investments, LLC | 195,825 | $18.9M | 0.16% | −98,697−33.5% | Reduced |
| Teacher Retirement System of Texas | 196,093 | $18.9M | 0.08% | −31,240−13.7% | Reduced |
| Xponance, Inc. | 197,563 | $19.1M | 0.14% | +25,176+14.6% | Added |
| Bank of Nova Scotia | 198,404 | $19.1M | 0.03% | +19,452+10.9% | Added |
| Benjamin Edwards Inc | 200,127 | $19.3M | 0.19% | +7,498+3.9% | Added |
| Susquehanna International Group, LLP | 201,167 | $19.4M | 0.03% | −273,852−57.7% | Reduced |
| First Horizon Corp | 201,941 | $19.5M | 0.81% | +46,102+29.6% | Added |
| Arkadios Wealth Advisors | 202,443 | $19.5M | 0.32% | +48,273+31.3% | Added |
| Wealthfront Advisers LLC | 204,145 | $19.7M | 0.04% | +39,456+24.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 204,410 | $19.7M | 0.55% | −1,811−0.9% | Reduced |
| Amalgamated Bank | 205,421 | $19.8M | 0.15% | +1,777+0.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 207,650 | $20.0M | 0.11% | +207,650 | New |
| CWA Asset Management Group, LLC | 208,807 | $20.2M | 0.69% | +603+0.3% | Added |
| BW Gestao de Investimentos Ltda. | 209,292 | $20.2M | 0.90% | +209,292 | New |
| Carnegie Capital Asset Management, LLC | 213,528 | $20.6M | 0.40% | +1,566+0.7% | Added |
| Woodline Partners LP | 215,671 | $20.8M | 0.08% | +27,822+14.8% | Added |
| Walleye Capital LLC | 215,732 | $20.8M | 0.13% | +214,413+16,255.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 216,062 | $20.9M | 0.06% | +14,925+7.4% | Added |
| Savant Capital, LLC | 218,993 | $21.1M | 0.10% | +401+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 221,647 | $21.4M | 0.01% | −6,026−2.6% | Reduced |
| Calamos Wealth Management LLC | 224,015 | $21.6M | 0.75% | +5,093+2.3% | Added |
| Vestcor Inc | 225,064 | $21.7M | 0.60% | +18,884+9.2% | Added |
| Midwest Trust Co | 226,345 | $21.8M | 0.27% | +642+0.3% | Added |
| Advisors Capital Management, LLC | 226,644 | $21.9M | 0.25% | −79,395−25.9% | Reduced |
| Richard C. Young & CO., LTD. | 227,936 | $22.0M | 1.82% | +1,368+0.6% | Added |
| Fukoku Mutual Life Insurance Co | 229,541 | $22.2M | 1.45% | −560−0.2% | Reduced |
| Retirement Systems of Alabama | 233,828 | $22.6M | 0.08% | −415−0.2% | Reduced |
| Mercer Global Advisors Inc | 235,866 | $22.8M | 0.03% | −13,808−5.5% | Reduced |
| Rockefeller Capital Management L.P. | 235,869 | $22.8M | 0.04% | +8,486+3.7% | Added |
| Allworth Financial LP | 237,057 | $22.9M | 0.09% | +4,420+1.9% | Added |
| Becker Capital Management Inc | 237,892 | $23.0M | 0.67% | −5,734−2.4% | Reduced |
| MAI Capital Management | 238,637 | $23.0M | 0.13% | +1,786+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 246,737 | $23.8M | 0.12% | +32,490+15.2% | Added |
| CI Private Wealth, LLC | 251,418 | $24.1M | 0.03% | −2,157−0.9% | Reduced |
| Hennessy Advisors Inc | 256,100 | $24.7M | 0.89% | +3,700+1.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 257,087 | $24.8M | 0.03% | +41,175+19.1% | Added |
| MetLife Investment Management | 257,296 | $24.8M | 0.13% | −6,677−2.5% | Reduced |
| Hancock Whitney Corp | 257,287 | $24.8M | 0.43% | −11,142−4.2% | Reduced |
| Gotham Asset Management, LLC | 257,891 | $24.9M | 0.08% | −6,486−2.5% | Reduced |
| Cerity Partners LLC | 260,784 | $25.2M | 0.04% | +19,664+8.2% | Added |
| Crawford Investment Counsel Inc | 262,376 | $25.3M | 0.43% | +919+0.4% | Added |
| Virginia Retirement Systems Et Al | 262,477 | $25.3M | 0.19% | +262,477 | New |
| Swiss Life Asset Management Ltd | 265,958 | $25.7M | 0.13% | +26,556+11.1% | Added |
| Arbejdsmarkedets Tillaegspension | 269,596 | $26.0M | 0.65% | −2,470−0.9% | Reduced |
| STRS Ohio | 280,147 | $27.0M | 0.11% | +30,446+12.2% | Added |
| Osmosis Investment Management UK Ltd | 280,167 | $27.0M | 0.73% | +201,774+257.4% | Added |
| Huntington National Bank | 283,206 | $27.3M | 0.15% | +16,263+6.1% | Added |
| State of Michigan Retirement System | 287,623 | $27.8M | 0.15% | −600−0.2% | Reduced |
| SG Americas Securities, LLC | 288,378 | $27.8M | 0.03% | −22,697−7.3% | Reduced |
| Illinois Municipal Retirement Fund | 288,614 | $27.9M | 0.35% | −27,880−8.8% | Reduced |
| Crossmark Global Holdings, Inc. | 289,979 | $28.0M | 0.41% | +6,964+2.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 291,928 | $28.2M | 0.42% | +147,833+102.6% | Added |
| Shaolin Capital Management LLC | 295,733 | $28.5M | 1.19% | +295,733 | New |
| IFM Investors Pty Ltd | 298,876 | $28.8M | 0.24% | +36,754+14.0% | Added |
| Baird Financial Group, Inc. | 299,473 | $28.9M | 0.05% | −2,128−0.7% | Reduced |
| Czech National Bank | 299,881 | $28.9M | 0.19% | +9,537+3.3% | Added |
| Voya Investment Management LLC | 301,218 | $29.1M | 0.03% | −21,239−6.6% | Reduced |
| Arizona State Retirement System | 301,746 | $29.1M | 0.17% | −7,969−2.6% | Reduced |
| Foundations Investment Advisors, LLC | 304,223 | $29.4M | 0.36% | +47,127+18.3% | Added |
| Liberty One Investment Management, LLC | 304,312 | $29.4M | 3.03% | +36,434+13.6% | Added |
| American Century Companies Inc | 306,497 | $29.6M | 0.02% | +16,285+5.6% | Added |
| Captrust Financial Advisors | 306,613 | $29.6M | 0.05% | +24,182+8.6% | Added |