Southern Co

Exchange: NYSE
Industry: Electric Services
SEC CIK: 0000092122

SEC filings (opens in a new tab)

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.

Other share classesSOJC SOJD SOJE SOJF SOMN

13F holders, Q3 2026

Institutional positions in Southern Co as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 13; −1 vs. Q2 2026
Shares held: 1.44M; −57.6K (−3.9%) vs. Q2 2026
Total value: $119.0M; −$23.9M (−16.7%) vs. Q2 2026
New holders: 0; 5 more added
Sold out: 1; 6 more reduced

2,357 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders

Value held

Institutions holding SO and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2026.

Institutions holding SO in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Cetera Investment Advisers	–	–	–	–	Not filed
Mitsubishi UFJ Trust & Banking Corp	–	–	–	–	Not filed
Welch Group, LLC	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
Korea Investment CORP	–	–	–	–	Not filed
Bank Julius Baer & Co. Ltd, Zurich	–	–	–	–	Not filed
Vaughan Nelson Investment Management, L.P.	–	–	–	–	Not filed
Old Republic International Corporation	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Arrowstreet Capital, Limited Partnership	–	–	–	–	Not filed
Balyasny Asset Management LLC	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Cohen & Steers, Inc.	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Fort Washington Investment Advisors Inc	–	–	–	–	Not filed
Capital Investment Advisors, LLC	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
Assenagon Asset Management S.A.	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Clark Capital Management Group, Inc.	–	–	–	–	Not filed
Magellan Asset Management Ltd	–	–	–	–	Not filed
Vaughan David Investments LLC	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Chevy Chase Trust Holdings, Inc.	–	–	–	–	Not filed
Schroder Investment Management Group	–	–	–	–	Not filed
Great West Life Assurance Co	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Investment Management Corp of Ontario	–	–	–	–	Not filed
Worldquant Millennium Advisors LLC	–	–	–	–	Not filed
Verition Fund Management LLC	–	–	–	–	Not filed
OpenArc Corporate Advisory, LLC	–	–	–	–	Not filed
1832 Asset Management L.P.	–	–	–	–	Not filed
EP Wealth Advisors, LLC	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
CIBC Asset Management Inc	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Nomura Asset Management Co Ltd	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
MML Investors Services, LLC	–	–	–	–	Not filed
Resona Asset Management Co.,Ltd.	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Gabelli Funds LLC	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Edgar Lomax Co	–	–	–	–	Not filed
Capital International Inc	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
Toronto Dominion Bank	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Cahaba Wealth Management, Inc.	–	–	–	–	Not filed
Allspring Global Investments Holdings, LLC	–	–	–	–	Not filed
Southern Financial Group, LLC	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
DnB Asset Management AS	–	–	–	–	Not filed
Bollard Group LLC	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
GW Henssler & Associates Ltd	–	–	–	–	Not filed
Aptus Capital Advisors, LLC	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
IFM Investors Pty Ltd	–	–	–	–	Not filed
Kestra Advisory Services, LLC	–	–	–	–	Not filed
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Public Sector Pension Investment Board	–	–	–	–	Not filed
Czech National Bank	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
Mirae Asset Global Investments Co., Ltd.	–	–	–	–	Not filed
Liberty One Investment Management, LLC	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Arbejdsmarkedets Tillaegspension	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Susquehanna Portfolio Strategies, LLC	–	–	–	–	Not filed
State of Michigan Retirement System	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
Vinva Investment Management Ltd	–	–	–	–	Not filed
Hennessy Advisors Inc	–	–	–	–	Not filed