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, Q2 2026
Institutional positions in Southern Co as of Jun 30, 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
- 2,370
- +33 vs. Q1 2026
- Shares held
- 834.3M
- +47.0M (+6.0%) vs. Q1 2026
- Total value
- $79.9B
- +$3.90B (+5.1%) vs. Q1 2026
- New holders
- 147
- 1,106 more added
- Sold out
- 114
- 729 more reduced
30 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 92,990,716 | $8.90B | 0.13% | +2,622,013+2.9% | Added |
| Vanguard Capital Management LLC | 73,665,124 | $7.05B | 0.15% | +2,125,979+3.0% | Added |
| State Street Corp | 64,809,708 | $6.20B | 0.18% | +1,829,620+2.9% | Added |
| Capital World Investors | 62,518,698 | $5.98B | 0.71% | +6,278,825+11.2% | Added |
| Price T Rowe Associates Inc | 46,415,904 | $4.44B | 0.44% | +9,990,378+27.4% | Added |
| JPMorgan Chase & Co | 32,778,201 | $3.17B | 0.19% | −10,559,549−24.4% | Reduced |
| Geode Capital Management, LLC | 29,315,285 | $2.82B | 0.15% | +960,236+3.4% | Added |
| Vanguard Portfolio Management LLC | 27,023,691 | $2.59B | 0.12% | +886,834+3.4% | Added |
| FMR LLC | 22,537,244 | $2.16B | 0.09% | −350,690−1.5% | Reduced |
| Franklin Resources Inc | 16,561,908 | $1.59B | 0.34% | −247,401−1.5% | Reduced |
| Goldman Sachs Group Inc | 14,582,492 | $1.40B | 0.15% | +8,740,569+149.6% | Added |
| Norges Bank | 14,358,862 | $1.37B | 0.14% | +14,358,862 | New |
| Massachusetts Financial Services Co | 13,831,354 | $1.32B | 0.42% | −1,764,446−11.3% | Reduced |
| Morgan Stanley | 13,539,685 | $1.30B | 0.07% | +624,619+4.8% | Added |
| Northern Trust Corp | 9,755,332 | $933.7M | 0.11% | −72,094−0.7% | Reduced |
| Ameriprise Financial Inc | 9,568,912 | $915.8M | 0.19% | +132,926+1.4% | Added |
| Royal Bank of Canada | 8,721,450 | $834.7M | 0.14% | −31,725−0.4% | Reduced |
| Bank of America Corp | 8,392,512 | $803.2M | 0.05% | +11,920+0.1% | Added |
| Legal & General Group Plc | 7,703,017 | $737.3M | 0.15% | −145,265−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 7,386,604 | $707.0M | 0.09% | +275,333+3.9% | Added |
| Bank of New York Mellon Corp | 7,278,460 | $696.6M | 0.11% | −1560.0% | Reduced |
| Vanguard Fiduciary Trust Co | 6,330,286 | $605.9M | 0.13% | +133,202+2.1% | Added |
| Boston Partners | 6,174,426 | $591.1M | 0.53% | +6,133,722+15,069.1% | Added |
| UBS Asset Management Americas Inc | 5,681,674 | $543.8M | 0.10% | +508,149+9.8% | Added |
| Invesco Ltd. | 5,577,317 | $533.8M | 0.04% | +39,318+0.7% | Added |
| Wellington Management Group LLP | 5,519,410 | $528.3M | 0.09% | +1,003,680+22.2% | Added |
| Amundi | 4,447,873 | $425.7M | 0.10% | +1,123,457+33.8% | Added |
| Wells Fargo & Company | 4,306,728 | $412.2M | 0.07% | +51,891+1.2% | Added |
| Nuveen, LLC | 3,967,302 | $379.7M | 0.09% | +76,731+2.0% | Added |
| Pictet Asset Management Holding SA | 3,766,323 | $360.5M | 0.34% | −470,170−11.1% | Reduced |
| UBS Group AG | 3,702,217 | $354.3M | 0.06% | −374,135−9.2% | Reduced |
| Raymond James Financial Inc | 3,306,209 | $316.4M | 0.09% | +153,807+4.9% | Added |
| LPL Financial LLC | 3,203,334 | $306.6M | 0.07% | +132,661+4.3% | Added |
| Swiss National Bank | 3,179,600 | $304.3M | 0.16% | −51,800−1.6% | Reduced |
| Mawer Investment Management Ltd. | 3,023,312 | $289.4M | 1.97% | −398,445−11.6% | Reduced |
| Deutsche Bank AG | 2,955,110 | $282.8M | 0.08% | +837,840+39.6% | Added |
| National Pension Service | 2,932,978 | $280.7M | 0.18% | +54,111+1.9% | Added |
| Bank of Montreal | 2,860,777 | $273.8M | 0.10% | +1,138,795+66.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,856,478 | $273.4M | 0.39% | +2,787,319+4,030.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,766,994 | $264.8M | 0.15% | +266,285+10.6% | Added |
| Dimensional Fund Advisors LP | 2,753,892 | $263.6M | 0.05% | +98,848+3.7% | Added |
| Barclays PLC | 2,701,178 | $258.5M | 0.08% | −1,863,313−40.8% | Reduced |
| Envestnet Asset Management Inc | 2,513,008 | $240.5M | 0.06% | +67,290+2.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,492,383 | $238.5M | 0.14% | +52,894+2.2% | Added |
| Citigroup Inc | 2,464,771 | $235.9M | 0.11% | −149,079−5.7% | Reduced |
| Vanguard Global Advisers, LLC | 2,434,744 | $233.0M | 0.11% | +25,113+1.0% | Added |
| First Trust Advisors LP | 2,431,833 | $232.8M | 0.14% | +1,688,875+227.3% | Added |
| Vanguard Asset Management, Ltd | 2,392,608 | $229.0M | 0.15% | +323,365+15.6% | Added |
| Ensign Peak Advisors, Inc | 2,320,369 | $222.1M | 0.37% | +64,347+2.9% | Added |
| California Public Employees Retirement System | 2,032,644 | $194.5M | 0.11% | −65,760−3.1% | Reduced |
| HSBC Holdings PLC | 1,992,743 | $191.1M | 0.09% | +242,689+13.9% | Added |
| Rhumbline Advisers | 1,967,290 | $188.3M | 0.14% | +44,819+2.3% | Added |
| Federated Hermes, Inc. | 1,936,635 | $185.4M | 0.27% | +46,883+2.5% | Added |
| Pinnacle Financial Partners, Inc. | 1,932,339 | $184.9M | 1.26% | +8,447+0.4% | Added |
| Jennison Associates LLC | 1,870,949 | $179.1M | 0.11% | −59,466−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,796,076 | $171.9M | 0.83% | −158,989−8.1% | Reduced |
| Energy Income Partners, LLC | 1,735,602 | $166.1M | 2.61% | +18,760+1.1% | Added |
| Natixis Advisors, L.P. | 1,697,019 | $162.4M | 0.18% | +550,548+48.0% | Added |
| Soroban Capital Partners LP | 1,688,287 | $161.6M | 1.14% | −687,224−28.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,652,536 | $158.2M | 0.08% | +619,724+60.0% | Added |
| Jupiter Topco LLC | 1,642,660 | $157.2M | 0.06% | +1,642,660 | New |
| Empower Advisory Group, LLC | 1,634,931 | $156.5M | 0.37% | +51,640+3.3% | Added |
| Cbre Clarion Securities LLC | 1,496,314 | $143.2M | 1.99% | +751,187+100.8% | Added |
| HighTower Advisors, LLC | 1,476,938 | $141.4M | 0.14% | −38,891−2.6% | Reduced |
| Principal Financial Group Inc | 1,462,913 | $140.0M | 0.07% | +17,148+1.2% | Added |
| Canada Pension Plan Investment Board | 1,457,085 | $139.5M | 0.08% | +1,413,514+3,244.2% | Added |
| Colony Group, LLC | 1,407,819 | $134.7M | 0.14% | −54,362−3.7% | Reduced |
| Confluence Investment Management LLC | 1,370,593 | $131.2M | 2.05% | −51,278−3.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,347,359 | $129.0M | 0.10% | −38,862−2.8% | Reduced |
| California State Teachers Retirement System | 1,312,265 | $125.6M | 0.12% | +35,357+2.8% | Added |
| Citadel Advisors LLC | 1,173,137 | $112.3M | 0.06% | +278,240+31.1% | Added |
| Russell Investments Group, Ltd. | 1,168,322 | $111.8M | 0.10% | +44,680+4.0% | Added |
| Capital Advisors Inc | 1,139,024 | $109.0M | 1.60% | +99,735+9.6% | Added |
| Vanguard Investments Australia, Ltd. | 1,126,072 | $107.8M | 0.27% | +55,581+5.2% | Added |
| Alliancebernstein L.P. | 1,064,958 | $102.8M | 0.04% | +19,498+1.9% | Added |
| Stifel Financial Corp | 1,067,608 | $102.2M | 0.09% | +12,079+1.1% | Added |
| GWM Advisors LLC | 1,067,217 | $102.1M | 0.30% | +27,944+2.7% | Added |
| Duff & Phelps Investment Management Co | 1,066,805 | $102.1M | 0.96% | −6,489−0.6% | Reduced |
| Zacks Investment Management | 1,037,823 | $99.3M | 0.71% | +3460.0% | Added |
| Capital International Investors | 1,036,760 | $99.2M | 0.02% | −347,049−25.1% | Reduced |
| New York State Common Retirement Fund | 1,033,775 | $98.9M | 0.12% | −17,800−1.7% | Reduced |
| Jones Financial Companies LLLP | 964,398 | $93.7M | 0.04% | +172,374+21.8% | Added |
| Truist Financial Corp | 971,161 | $92.9M | 0.11% | +70.0% | Added |
| State Board of Administration of Florida Retirement System | 946,207 | $90.6M | 0.15% | −14,632−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 873,978 | $83.6M | 0.11% | −16,602−1.9% | Reduced |
| Macquarie Group Ltd | 846,178 | $81.0M | 0.35% | +105,436+14.2% | Added |
| APG Asset Management N.V. | 954,653 | $79.9M | 0.20% | +209,252+28.1% | Added |
| Cetera Investment Advisers | 819,582 | $78.4M | 0.07% | +21,093+2.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 811,142 | $77.6M | 0.17% | +16,988+2.1% | Added |
| Welch Group, LLC | 787,841 | $75.4M | 2.58% | +5,050+0.6% | Added |
| New York State Teachers Retirement System | 779,399 | $74.6M | 0.14% | −85,371−9.9% | Reduced |
| Korea Investment CORP | 756,114 | $72.4M | 0.14% | −83,908−10.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 746,107 | $71.6M | 0.19% | +11,841+1.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 745,415 | $71.3M | 0.63% | +745,415 | New |
| Old Republic International Corporation | 711,900 | $68.1M | 2.55% | 00.0% | Unchanged |
| Victory Capital Management Inc | 707,473 | $67.7M | 0.04% | +3,987+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 704,100 | $67.4M | 0.03% | +144,224+25.8% | Added |
| Balyasny Asset Management LLC | 701,019 | $67.1M | 0.12% | +543,308+344.5% | Added |
| Quantinno Capital Management LP | 700,173 | $67.0M | 0.08% | +240,610+52.4% | Added |
| Cohen & Steers, Inc. | 691,562 | $66.2M | 0.10% | 00.0% | Unchanged |