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, 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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 235,869 | $22.8M | 0.04% | +8,486+3.7% | Added |
| Mercer Global Advisors Inc | 235,866 | $22.8M | 0.03% | −13,808−5.5% | Reduced |
| Retirement Systems of Alabama | 233,828 | $22.6M | 0.08% | −415−0.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 229,541 | $22.2M | 1.45% | −560−0.2% | Reduced |
| Richard C. Young & CO., LTD. | 227,936 | $22.0M | 1.82% | +1,368+0.6% | Added |
| Advisors Capital Management, LLC | 226,644 | $21.9M | 0.25% | −79,395−25.9% | Reduced |
| Midwest Trust Co | 226,345 | $21.8M | 0.27% | +642+0.3% | Added |
| Vestcor Inc | 225,064 | $21.7M | 0.60% | +18,884+9.2% | Added |
| Calamos Wealth Management LLC | 224,015 | $21.6M | 0.75% | +5,093+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 221,647 | $21.4M | 0.01% | −6,026−2.6% | Reduced |
| Savant Capital, LLC | 218,993 | $21.1M | 0.10% | +401+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 216,062 | $20.9M | 0.06% | +14,925+7.4% | Added |
| Walleye Capital LLC | 215,732 | $20.8M | 0.13% | +214,413+16,255.7% | Added |
| Woodline Partners LP | 215,671 | $20.8M | 0.08% | +27,822+14.8% | Added |
| Carnegie Capital Asset Management, LLC | 213,528 | $20.6M | 0.40% | +1,566+0.7% | Added |
| BW Gestao de Investimentos Ltda. | 209,292 | $20.2M | 0.90% | +209,292 | New |
| CWA Asset Management Group, LLC | 208,807 | $20.2M | 0.69% | +603+0.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 207,650 | $20.0M | 0.11% | +207,650 | New |
| Amalgamated Bank | 205,421 | $19.8M | 0.15% | +1,777+0.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 204,410 | $19.7M | 0.55% | −1,811−0.9% | Reduced |
| Wealthfront Advisers LLC | 204,145 | $19.7M | 0.04% | +39,456+24.0% | Added |
| Arkadios Wealth Advisors | 202,443 | $19.5M | 0.32% | +48,273+31.3% | Added |
| First Horizon Corp | 201,941 | $19.5M | 0.81% | +46,102+29.6% | Added |
| Susquehanna International Group, LLP | 201,167 | $19.4M | 0.03% | −273,852−57.7% | Reduced |
| Benjamin Edwards Inc | 200,127 | $19.3M | 0.19% | +7,498+3.9% | Added |
| Bank of Nova Scotia | 198,404 | $19.1M | 0.03% | +19,452+10.9% | Added |
| Xponance, Inc. | 197,563 | $19.1M | 0.14% | +25,176+14.6% | Added |
| Teacher Retirement System of Texas | 196,093 | $18.9M | 0.08% | −31,240−13.7% | Reduced |
| Brinker Capital Investments, LLC | 195,825 | $18.9M | 0.16% | −98,697−33.5% | Reduced |
| Daiwa Securities Group Inc. | 193,170 | $18.6M | 0.05% | +13,063+7.3% | Added |
| HB Wealth Management, LLC | 191,309 | $18.5M | 0.12% | −1,124−0.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 188,183 | $18.2M | 0.06% | −6,742−3.5% | Reduced |
| DekaBank Deutsche Girozentrale | 184,531 | $18.2M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 187,735 | $18.1M | 0.12% | +1,347+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 187,322 | $18.1M | 0.05% | +16,128+9.4% | Added |
| iA Global Asset Management Inc. | 186,800 | $18.0M | 0.26% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 186,271 | $18.0M | 1.17% | −277−0.1% | Reduced |
| Leavell Investment Management, Inc. | 185,547 | $17.9M | 0.73% | +128+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 184,529 | $17.8M | 0.09% | +7,108+4.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 180,786 | $17.4M | 0.04% | +180,786 | New |
| Utah Retirement Systems | 179,151 | $17.3M | 0.18% | −2,842−1.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 178,217 | $17.2M | 0.97% | +7,851+4.6% | Added |
| USS Investment Management Ltd | 175,403 | $16.9M | 0.07% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 173,538 | $16.7M | 0.14% | +7,500+4.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 173,280 | $16.7M | 0.16% | −21,130−10.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 172,516 | $16.7M | 0.08% | −15,516−8.3% | Reduced |
| Brookstone Capital Management | 170,901 | $16.5M | 0.19% | +25,475+17.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 170,041 | $16.4M | 0.14% | +1,584+0.9% | Added |
| Intech Investment Management LLC | 166,933 | $16.1M | 0.16% | +66,572+66.3% | Added |
| ProShare Advisors LLC | 166,626 | $16.1M | 0.02% | −40,191−19.4% | Reduced |
| First National Bank of Omaha | 164,483 | $15.9M | 0.49% | +57,062+53.1% | Added |
| Rakuten Investment Management, Inc. | 163,415 | $15.8M | 0.03% | +18,610+12.9% | Added |
| Exchange Traded Concepts, LLC | 162,363 | $15.7M | 0.12% | −107,958−39.9% | Reduced |
| NEOS Investment Management LLC | 160,165 | $15.5M | 0.08% | +6,789+4.4% | Added |
| CWM, LLC | 158,138 | $15.3M | 0.04% | −7,337−4.4% | Reduced |
| M&T Bank Corp | 157,789 | $15.2M | 0.05% | −503−0.3% | Reduced |
| Balyasny Asset Management LLC | 157,711 | $15.2M | 0.03% | +141,233+857.1% | Added |
| Commerce Bank | 157,243 | $15.2M | 0.07% | −2,505−1.6% | Reduced |
| JustInvest LLC | 157,180 | $15.2M | 0.15% | +8,947+6.0% | Added |
| Two Sigma Investments, LP | 155,978 | $15.1M | 0.01% | +155,978 | New |
| Resources Investment Advisors, LLC. | 154,834 | $14.9M | 0.15% | −6,687−4.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 153,099 | $14.8M | 0.42% | −12,533−7.6% | Reduced |
| New York Life Investment Management LLC | 153,048 | $14.8M | 0.12% | +1,979+1.3% | Added |
| British Columbia Investment Management Corp | 151,754 | $14.6M | 0.09% | −43,273−22.2% | Reduced |
| Nisa Investment Advisors, LLC | 150,070 | $14.5M | 0.05% | −10,571−6.6% | Reduced |
| CCM Investment Advisers LLC | 149,674 | $14.4M | 1.38% | −13,733−8.4% | Reduced |
| Voleon Capital Management LP | 149,509 | $14.4M | 0.31% | +128,837+623.2% | Added |
| Bragg Financial Advisors, Inc | 146,424 | $14.1M | 0.45% | +1,288+0.9% | Added |
| Advisors Management Group Inc | 145,639 | $14.1M | 2.56% | +5,010+3.6% | Added |
| Capital & Planning, LLC | 143,334 | $13.8M | 8.39% | +127,434+801.5% | Added |
| Nissay Asset Management Corp | 141,135 | $13.6M | 0.07% | +2,116+1.5% | Added |
| Public Employees Retirement Association of Colorado | 140,292 | $13.5M | 0.05% | +50.0% | Added |
| Yousif Capital Management, LLC | 140,147 | $13.5M | 0.16% | −3,097−2.2% | Reduced |
| Lockheed Martin Investment Management Co | 140,080 | $13.5M | 0.49% | −114,460−45.0% | Reduced |
| Biondo Investment Advisors, LLC | 139,164 | $13.4M | 1.72% | +1,365+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 137,624 | $13.2M | 0.09% | −761−0.5% | Reduced |
| Pathstone Holdings, LLC | 135,153 | $13.0M | 0.05% | +2,281+1.7% | Added |
| Davenport & Co LLC | 134,370 | $13.0M | 0.07% | −2,979−2.2% | Reduced |
| Kanawha Capital Management LLC | 133,603 | $12.9M | 0.91% | +5,047+3.9% | Added |
| Jamison Private Wealth Management, Inc. | 132,679 | $12.8M | 1.56% | +2,261+1.7% | Added |
| Klingenstein Fields & Co LP | 132,548 | $12.8M | 0.50% | −1,403−1.0% | Reduced |
| Nomura Asset Management International Inc. | 132,416 | $12.8M | 0.02% | −18,274−12.1% | Reduced |
| QRG Capital Management, Inc. | 131,935 | $12.7M | 0.13% | +9,273+7.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 131,505 | $12.7M | 0.55% | +8,689+7.1% | Added |
| Weiss Asset Management LP | 131,300 | $12.7M | 0.23% | −201,393−60.5% | Reduced |
| Blair William & Co | 131,248 | $12.7M | 0.04% | +2,343+1.8% | Added |
| Bell Bank | 131,097 | $12.7M | 0.54% | +3,196+2.5% | Added |
| Keybank National Association | 130,227 | $12.6M | 0.05% | +5,670+4.6% | Added |
| Independent Advisor Alliance | 129,262 | $12.5M | 0.13% | −19,063−12.9% | Reduced |
| Graham Capital Management, L.P. | 129,217 | $12.5M | 0.42% | +129,217 | New |
| Pinnacle Associates Ltd | 129,017 | $12.5M | 0.16% | +908+0.7% | Added |
| Farther Finance Advisors, LLC | 127,058 | $12.3M | 0.12% | +3,936+3.2% | Added |
| Oregon Public Employees Retirement Fund | 126,089 | $12.2M | 0.16% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 122,639 | $11.8M | 0.00% | +3,504+2.9% | Added |
| Signature Wealth Management Group | 121,632 | $11.7M | 4.46% | +490+0.4% | Added |
| Advisory Services Network, LLC | 121,399 | $11.7M | 0.16% | −19,316−13.7% | Reduced |
| Royal London Asset Management Ltd | 118,674 | $11.5M | 0.02% | −10,186−7.9% | Reduced |
| Stephens Inc | 118,346 | $11.4M | 0.14% | −1,892−1.6% | Reduced |
| Metis Global Partners, LLC | 117,427 | $11.3M | 0.28% | −1,329−1.1% | Reduced |
| Mutual of America Capital Management LLC | 117,097 | $11.3M | 0.13% | −1,115−0.9% | Reduced |