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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 1,186,900 | $114.6M | 0.18% | +1,186,900 | New |
| California State Teachers Retirement System | 1,276,908 | $123.2M | 0.13% | −39,725−3.0% | Reduced |
| Capital International Investors | 1,383,809 | $133.7M | 0.03% | −9,860,243−87.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,386,221 | $133.8M | 0.12% | +13,853+1.0% | Added |
| Confluence Investment Management LLC | 1,421,871 | $137.2M | 2.13% | −63,705−4.3% | Reduced |
| Principal Financial Group Inc | 1,445,765 | $139.5M | 0.07% | −23,405−1.6% | Reduced |
| Colony Group, LLC | 1,462,181 | $141.1M | 0.16% | +46,735+3.3% | Added |
| HighTower Advisors, LLC | 1,515,829 | $146.3M | 0.16% | −31,046−2.0% | Reduced |
| Empower Advisory Group, LLC | 1,583,291 | $152.8M | 0.40% | +122,692+8.4% | Added |
| Prudential Financial Inc | 1,590,591 | $153.5M | 0.19% | +617,666+63.5% | Added |
| Janus Henderson Group PLC | 1,713,552 | $165.4M | 0.08% | +1,636,051+2,111.0% | Added |
| Energy Income Partners, LLC | 1,716,842 | $165.7M | 2.67% | −73,483−4.1% | Reduced |
| Bank of Montreal | 1,721,982 | $166.2M | 0.07% | −263,104−13.3% | Reduced |
| HSBC Holdings PLC | 1,750,054 | $168.8M | 0.10% | −98,656−5.3% | Reduced |
| Federated Hermes, Inc. | 1,889,752 | $182.4M | 0.30% | +103,312+5.8% | Added |
| Rhumbline Advisers | 1,922,471 | $185.6M | 0.16% | −21,437−1.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 1,923,892 | $185.7M | 1.42% | +155,895+8.8% | Added |
| Jennison Associates LLC | 1,930,415 | $186.3M | 0.13% | +334,152+20.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,955,065 | $188.7M | 0.96% | −114,631−5.5% | Reduced |
| Vanguard Asset Management, Ltd | 2,069,243 | $199.7M | 0.17% | +2,069,243 | New |
| California Public Employees Retirement System | 2,098,404 | $202.5M | 0.12% | −771,087−26.9% | Reduced |
| Deutsche Bank AG | 2,117,270 | $204.4M | 0.07% | −646,778−23.4% | Reduced |
| Ensign Peak Advisors, Inc | 2,256,022 | $217.8M | 0.41% | −331,938−12.8% | Reduced |
| Marshall Wace, LLP | 2,334,078 | $225.3M | 0.24% | +1,613,556+223.9% | Added |
| Soroban Capital Partners LP | 2,375,511 | $229.3M | 1.64% | −3,718,097−61.0% | Reduced |
| Vanguard Global Advisers, LLC | 2,409,631 | $232.6M | 0.12% | +2,409,631 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,439,489 | $235.5M | 0.15% | −147,638−5.7% | Reduced |
| Envestnet Asset Management Inc | 2,445,718 | $236.1M | 0.06% | +174,859+7.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,500,709 | $241.4M | 0.16% | +166,692+7.1% | Added |
| Citigroup Inc | 2,613,850 | $252.3M | 0.16% | +676,226+34.9% | Added |
| Capital Research Global Investors | 2,614,540 | $252.4M | 0.04% | +1,789,386+216.9% | Added |
| Dimensional Fund Advisors LP | 2,655,044 | $256.3M | 0.05% | +82,941+3.2% | Added |
| National Pension Service | 2,878,867 | $277.9M | 0.21% | −21,483−0.7% | Reduced |
| LPL Financial LLC | 3,070,673 | $296.4M | 0.08% | +55,543+1.8% | Added |
| Raymond James Financial Inc | 3,152,402 | $304.3M | 0.09% | +57,320+1.9% | Added |
| Swiss National Bank | 3,231,400 | $311.9M | 0.18% | +216,900+7.2% | Added |
| Amundi | 3,324,416 | $320.9M | 0.09% | +1,567,638+89.2% | Added |
| Mawer Investment Management Ltd. | 3,421,757 | $330.3M | 2.14% | +1,653,984+93.6% | Added |
| Nuveen, LLC | 3,890,571 | $375.5M | 0.10% | −683,131−14.9% | Reduced |
| UBS Group AG | 4,076,352 | $393.4M | 0.07% | −444,788−9.8% | Reduced |
| Pictet Asset Management Holding SA | 4,236,493 | $408.9M | 0.43% | −28,854−0.7% | Reduced |
| Wells Fargo & Company | 4,254,837 | $410.7M | 0.08% | +244,331+6.1% | Added |
| Wellington Management Group LLP | 4,515,730 | $435.9M | 0.08% | +814,632+22.0% | Added |
| Barclays PLC | 4,564,491 | $440.6M | 0.16% | +173,427+3.9% | Added |
| UBS Asset Management Americas Inc | 5,173,525 | $499.3M | 0.10% | +53,920+1.1% | Added |
| Invesco Ltd. | 5,537,999 | $534.5M | 0.05% | +181,172+3.4% | Added |
| Goldman Sachs Group Inc | 5,841,923 | $563.9M | 0.07% | +828,293+16.5% | Added |
| Vanguard Fiduciary Trust Co | 6,197,084 | $598.1M | 0.15% | +6,197,084 | New |
| Charles Schwab Investment Management Inc | 7,111,271 | $686.4M | 0.10% | +222,119+3.2% | Added |
| Bank of New York Mellon Corp | 7,278,616 | $702.5M | 0.13% | −173,377−2.3% | Reduced |
| Legal & General Group Plc | 7,848,282 | $757.5M | 0.18% | −576,553−6.8% | Reduced |
| Bank of America Corp | 8,380,592 | $808.9M | 0.06% | +392,210+4.9% | Added |
| Royal Bank of Canada | 8,753,175 | $844.9M | 0.16% | +821,071+10.4% | Added |
| Ameriprise Financial Inc | 9,435,986 | $910.5M | 0.21% | −37,136−0.4% | Reduced |
| Northern Trust Corp | 9,827,426 | $948.5M | 0.13% | +3,5760.0% | Added |
| Morgan Stanley | 12,915,066 | $1.25B | 0.08% | −233,173−1.8% | Reduced |
| Massachusetts Financial Services Co | 15,595,800 | $1.50B | 0.51% | −705,185−4.3% | Reduced |
| Franklin Resources Inc | 16,809,309 | $1.62B | 0.40% | +1,468,565+9.6% | Added |
| FMR LLC | 22,887,934 | $2.21B | 0.12% | −118,497−0.5% | Reduced |
| Vanguard Portfolio Management LLC | 26,136,857 | $2.52B | 0.13% | +26,136,857 | New |
| Geode Capital Management, LLC | 28,355,049 | $2.75B | 0.17% | +1,095,924+4.0% | Added |
| Price T Rowe Associates Inc | 36,425,526 | $3.52B | 0.41% | +1,966,064+5.7% | Added |
| JPMorgan Chase & Co | 43,337,750 | $4.20B | 0.29% | −18,432,669−29.8% | Reduced |
| Capital World Investors | 56,239,873 | $5.43B | 0.74% | +15,097,797+36.7% | Added |
| State Street Corp | 62,980,088 | $6.08B | 0.21% | +1,489,394+2.4% | Added |
| Vanguard Capital Management LLC | 71,539,145 | $6.90B | 0.17% | +71,539,145 | New |
| BlackRock, Inc. | 90,368,703 | $8.72B | 0.15% | +1,804,945+2.0% | Added |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −136,602−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −115,871−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −93,271−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −85,860−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −35,023−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −32,215−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −29,240−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −21,988−100.0% | Sold out |
| S.E.E.D. Planning Group LLC | 0 | $0 | 0.00% | −21,899−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −19,687−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −17,848−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,230−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −14,332−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −13,534−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −11,156−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −10,965−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −7,764−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −7,058−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −6,971−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| TFR Capital, LLC. | 0 | $0 | 0.00% | −6,875−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,565−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −5,077−100.0% | Sold out |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −5,056−100.0% | Sold out |
| Worth Financial Advisory Group, LLC | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Wright Wealth LLC | 0 | $0 | 0.00% | −4,721−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,684−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |