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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 652,169 | $62.9M | 0.35% | +23,941+3.8% | Added |
| APG Asset Management N.V. | 745,401 | $62.4M | 0.20% | −9,384−1.2% | Reduced |
| Capital Investment Advisors, LLC | 640,200 | $61.8M | 0.90% | +4,884+0.8% | Added |
| Great West Life Assurance Co | 630,383 | $61.0M | 0.11% | +6,732+1.1% | Added |
| Assenagon Asset Management S.A. | 608,785 | $58.8M | 0.09% | +531,306+685.7% | Added |
| Sterling Capital Management LLC | 599,454 | $57.9M | 1.10% | +82,942+16.1% | Added |
| Capital Fund Management S.A. | 597,740 | $57.7M | 0.52% | +268,309+81.4% | Added |
| State of Wisconsin Investment Board | 589,669 | $56.9M | 0.13% | +19,542+3.4% | Added |
| Creative Planning | 589,557 | $56.9M | 0.04% | +108,521+22.6% | Added |
| Investment Management Corp of Ontario | 586,932 | $56.7M | 0.73% | +491,887+517.5% | Added |
| Clark Capital Management Group, Inc. | 585,007 | $56.5M | 0.35% | −268,488−31.5% | Reduced |
| National Bank of Canada | 584,138 | $56.4M | 0.06% | −49,979−7.9% | Reduced |
| Vaughan David Investments LLC | 581,376 | $56.1M | 1.19% | −4,145−0.7% | Reduced |
| 1832 Asset Management L.P. | 565,262 | $54.6M | 0.07% | −139,801−19.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 559,876 | $54.0M | 0.03% | +445,652+390.2% | Added |
| Advisor Group Holdings, Inc. | 550,002 | $53.1M | 0.08% | −11,258−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 547,233 | $52.8M | 0.03% | +34,237+6.7% | Added |
| DnB Asset Management AS | 547,110 | $52.8M | 0.19% | +60,967+12.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 546,448 | $52.7M | 0.15% | −15,886−2.8% | Reduced |
| Magellan Asset Management Ltd | 545,545 | $52.7M | 0.68% | +94,933+21.1% | Added |
| SEI Investments Co | 533,959 | $51.5M | 0.05% | +117,227+28.1% | Added |
| Asset Management One Co.,Ltd. | 518,268 | $50.0M | 0.15% | +358+0.1% | Added |
| CIBC Asset Management Inc | 507,531 | $49.0M | 0.12% | +11,178+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 477,034 | $46.0M | 0.12% | +16,782+3.6% | Added |
| Zurich Insurance Group Ltd | 474,841 | $45.8M | 0.36% | +474,841 | New |
| Treasurer of the State of North Carolina | 471,752 | $45.5M | 0.14% | +10,047+2.2% | Added |
| Van Eck Associates Corp | 465,167 | $44.9M | 0.03% | +18,833+4.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 466,295 | $44.8M | 0.10% | −215,647−31.6% | Reduced |
| Quantinno Capital Management LP | 459,563 | $44.4M | 0.07% | +120,316+35.5% | Added |
| Millennium Management LLC | 458,458 | $44.3M | 0.03% | +255,764+126.2% | Added |
| Mariner, LLC | 454,160 | $43.8M | 0.05% | +17,603+4.0% | Added |
| OpenArc Corporate Advisory, LLC | 451,455 | $43.6M | 0.62% | +7,751+1.7% | Added |
| Edgar Lomax Co | 448,070 | $43.2M | 3.08% | +207,375+86.2% | Added |
| Public Employees Retirement System of Ohio | 446,060 | $43.1M | 0.14% | +1,307+0.3% | Added |
| Resona Asset Management Co.,Ltd. | 444,115 | $42.9M | 0.21% | +7,476+1.7% | Added |
| Standard Life Aberdeen plc | 441,259 | $42.6M | 0.07% | +10,464+2.4% | Added |
| Renaissance Technologies LLC | 431,600 | $41.7M | 0.07% | −1,081,800−71.5% | Reduced |
| Calamos Advisors LLC | 420,625 | $40.6M | 0.16% | +223,978+113.9% | Added |
| TD Asset Management Inc | 418,139 | $40.4M | 0.03% | +10,656+2.6% | Added |
| Nomura Asset Management Co Ltd | 417,828 | $40.3M | 0.10% | +16,057+4.0% | Added |
| US Bancorp | 409,864 | $39.6M | 0.05% | −9,978−2.4% | Reduced |
| Sanctuary Advisors, LLC | 402,801 | $38.9M | 0.21% | +34,768+9.4% | Added |
| Mackenzie Financial Corp | 399,041 | $38.5M | 0.05% | +192,458+93.2% | Added |
| Gabelli Funds LLC | 397,602 | $38.4M | 0.26% | −600−0.2% | Reduced |
| Capital International Inc | 392,539 | $37.9M | 0.29% | −130,935−25.0% | Reduced |
| Cahaba Wealth Management, Inc. | 389,578 | $37.6M | 2.55% | +49,881+14.7% | Added |
| EP Wealth Advisors, LLC | 385,144 | $37.2M | 0.18% | −5,736−1.5% | Reduced |
| Janney Montgomery Scott LLC | 383,517 | $37.0M | 0.09% | +9,648+2.6% | Added |
| Aptus Capital Advisors, LLC | 381,106 | $36.8M | 0.31% | −10,139−2.6% | Reduced |
| AQR Capital Management LLC | 380,590 | $36.5M | 0.02% | +143,612+60.6% | Added |
| Worldquant Millennium Advisors LLC | 376,631 | $36.4M | 0.14% | +22,888+6.5% | Added |
| State of New Jersey Common Pension Fund D | 375,655 | $36.3M | 0.14% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 369,451 | $35.8M | 0.06% | +2,582+0.7% | Added |
| Southern Financial Group, LLC | 367,879 | $35.5M | 9.92% | −3,087−0.8% | Reduced |
| CIBC Bancorp USA Inc. | 366,004 | $35.3M | 0.05% | +366,004 | New |
| Kestra Advisory Services, LLC | 363,726 | $35.1M | 0.13% | +21,977+6.4% | Added |
| D. E. Shaw & Co., Inc. | 359,500 | $34.7M | 0.03% | +29,098+8.8% | Added |
| MML Investors Services, LLC | 351,226 | $33.9M | 0.09% | −35,041−9.1% | Reduced |
| Toronto Dominion Bank | 350,492 | $33.8M | 0.07% | −41,074−10.5% | Reduced |
| GW Henssler & Associates Ltd | 343,371 | $33.1M | 1.56% | +4,828+1.4% | Added |
| Bollard Group LLC | 340,141 | $32.8M | 1.00% | +18,101+5.6% | Added |
| Warren Averett Asset Management, LLC | 335,427 | $32.4M | 0.24% | +1,070+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 333,199 | $32.2M | 0.07% | −7,287−2.1% | Reduced |
| Fifth Third Bancorp | 331,950 | $32.0M | 0.06% | +225,327+211.3% | Added |
| Aventail Capital Group, LP | 319,217 | $30.8M | 1.49% | −264,456−45.3% | Reduced |
| Public Sector Pension Investment Board | 313,346 | $30.2M | 0.09% | +32,931+11.7% | Added |
| State of Tennessee, Treasury Department | 307,078 | $29.6M | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 306,613 | $29.6M | 0.05% | +24,182+8.6% | Added |
| American Century Companies Inc | 306,497 | $29.6M | 0.02% | +16,285+5.6% | Added |
| Liberty One Investment Management, LLC | 304,312 | $29.4M | 3.03% | +36,434+13.6% | Added |
| Foundations Investment Advisors, LLC | 304,223 | $29.4M | 0.36% | +47,127+18.3% | Added |
| Arizona State Retirement System | 301,746 | $29.1M | 0.17% | −7,969−2.6% | Reduced |
| Voya Investment Management LLC | 301,218 | $29.1M | 0.03% | −21,239−6.6% | Reduced |
| Czech National Bank | 299,881 | $28.9M | 0.19% | +9,537+3.3% | Added |
| Baird Financial Group, Inc. | 299,473 | $28.9M | 0.05% | −2,128−0.7% | Reduced |
| IFM Investors Pty Ltd | 298,876 | $28.8M | 0.24% | +36,754+14.0% | Added |
| Shaolin Capital Management LLC | 295,733 | $28.5M | 1.19% | +295,733 | New |
| Susquehanna Portfolio Strategies, LLC | 291,928 | $28.2M | 0.42% | +147,833+102.6% | Added |
| Crossmark Global Holdings, Inc. | 289,979 | $28.0M | 0.41% | +6,964+2.5% | Added |
| Illinois Municipal Retirement Fund | 288,614 | $27.9M | 0.35% | −27,880−8.8% | Reduced |
| SG Americas Securities, LLC | 288,378 | $27.8M | 0.03% | −22,697−7.3% | Reduced |
| State of Michigan Retirement System | 287,623 | $27.8M | 0.15% | −600−0.2% | Reduced |
| Huntington National Bank | 283,206 | $27.3M | 0.15% | +16,263+6.1% | Added |
| Osmosis Investment Management UK Ltd | 280,167 | $27.0M | 0.73% | +201,774+257.4% | Added |
| STRS Ohio | 280,147 | $27.0M | 0.11% | +30,446+12.2% | Added |
| Arbejdsmarkedets Tillaegspension | 269,596 | $26.0M | 0.65% | −2,470−0.9% | Reduced |
| Swiss Life Asset Management Ltd | 265,958 | $25.7M | 0.13% | +26,556+11.1% | Added |
| Virginia Retirement Systems Et Al | 262,477 | $25.3M | 0.19% | +262,477 | New |
| Crawford Investment Counsel Inc | 262,376 | $25.3M | 0.43% | +919+0.4% | Added |
| Cerity Partners LLC | 260,784 | $25.2M | 0.04% | +19,664+8.2% | Added |
| Gotham Asset Management, LLC | 257,891 | $24.9M | 0.08% | −6,486−2.5% | Reduced |
| Hancock Whitney Corp | 257,287 | $24.8M | 0.43% | −11,142−4.2% | Reduced |
| MetLife Investment Management | 257,296 | $24.8M | 0.13% | −6,677−2.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 257,087 | $24.8M | 0.03% | +41,175+19.1% | Added |
| Hennessy Advisors Inc | 256,100 | $24.7M | 0.89% | +3,700+1.5% | Added |
| CI Private Wealth, LLC | 251,418 | $24.1M | 0.03% | −2,157−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 246,737 | $23.8M | 0.12% | +32,490+15.2% | Added |
| MAI Capital Management | 238,637 | $23.0M | 0.13% | +1,786+0.8% | Added |
| Becker Capital Management Inc | 237,892 | $23.0M | 0.67% | −5,734−2.4% | Reduced |
| Allworth Financial LP | 237,057 | $22.9M | 0.09% | +4,420+1.9% | Added |