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, 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
Q3 2026 data is still coming in: 13 institutions have reported holding SO so far. See Q3 2026
- Institutional holders
- 2,371
- +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
- 730 more reduced
29 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 | 2,371 | $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, 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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 312,805 | $29.9M | 0.15% | +11,059+3.7% | Added |
| Voya Investment Management LLC | 314,488 | $30.1M | 0.03% | +13,270+4.4% | Added |
| Czech National Bank | 320,873 | $30.7M | 0.17% | +20,992+7.0% | Added |
| Public Sector Pension Investment Board | 321,853 | $30.8M | 0.08% | +8,507+2.7% | Added |
| Captrust Financial Advisors | 325,851 | $31.2M | 0.05% | +19,238+6.3% | Added |
| American Century Companies Inc | 326,394 | $31.2M | 0.01% | +19,897+6.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 329,018 | $31.5M | 0.04% | +71,931+28.0% | Added |
| Kestra Advisory Services, LLC | 329,023 | $31.5M | 0.10% | −34,703−9.5% | Reduced |
| IFM Investors Pty Ltd | 331,715 | $31.7M | 0.21% | +32,839+11.0% | Added |
| Fifth Third Bancorp | 333,428 | $31.9M | 0.05% | +1,478+0.4% | Added |
| Aptus Capital Advisors, LLC | 342,150 | $32.7M | 0.24% | −38,956−10.2% | Reduced |
| GW Henssler & Associates Ltd | 343,576 | $32.9M | 1.46% | +205+0.1% | Added |
| Virginia Retirement Systems Et Al | 343,619 | $32.9M | 0.20% | +81,142+30.9% | Added |
| Foundations Investment Advisors, LLC | 347,316 | $33.2M | 0.34% | +43,093+14.2% | Added |
| Warren Averett Asset Management, LLC | 347,945 | $33.3M | 0.19% | +12,518+3.7% | Added |
| Bollard Group LLC | 355,146 | $34.0M | 1.03% | +15,005+4.4% | Added |
| DnB Asset Management AS | 362,724 | $34.7M | 0.10% | −184,386−33.7% | Reduced |
| State of New Jersey Common Pension Fund D | 364,593 | $34.9M | 0.12% | −11,062−2.9% | Reduced |
| Southern Financial Group, LLC | 366,432 | $35.1M | 8.95% | −1,447−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 372,809 | $35.5M | 0.05% | +3,358+0.9% | Added |
| Cahaba Wealth Management, Inc. | 373,857 | $35.8M | 2.16% | −15,721−4.0% | Reduced |
| Mariner, LLC | 375,232 | $35.9M | 0.04% | −78,928−17.4% | Reduced |
| Toronto Dominion Bank | 379,515 | $36.3M | 0.06% | +29,023+8.3% | Added |
| State of Tennessee, Treasury Department | 392,021 | $37.5M | 0.11% | +84,943+27.7% | Added |
| Sanctuary Advisors, LLC | 401,627 | $38.4M | 0.18% | −1,174−0.3% | Reduced |
| Capital International Inc | 402,657 | $38.5M | 0.27% | +10,118+2.6% | Added |
| Edgar Lomax Co | 411,155 | $39.4M | 2.94% | −36,915−8.2% | Reduced |
| TD Asset Management Inc | 411,844 | $39.4M | 0.03% | −6,295−1.5% | Reduced |
| US Bancorp | 413,755 | $39.6M | 0.04% | +3,891+0.9% | Added |
| Gabelli Funds LLC | 417,952 | $40.0M | 0.26% | +20,350+5.1% | Added |
| Janney Montgomery Scott LLC | 421,712 | $40.4M | 0.08% | +38,195+10.0% | Added |
| Resona Asset Management Co.,Ltd. | 425,524 | $40.8M | 0.19% | −18,591−4.2% | Reduced |
| MML Investors Services, LLC | 429,658 | $41.1M | 0.08% | +78,432+22.3% | Added |
| Public Employees Retirement System of Ohio | 430,244 | $41.2M | 0.12% | −15,816−3.5% | Reduced |
| Mackenzie Financial Corp | 430,935 | $41.2M | 0.04% | +31,894+8.0% | Added |
| Millennium Management LLC | 434,991 | $41.6M | 0.03% | −23,467−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 449,136 | $43.0M | 0.09% | +31,308+7.5% | Added |
| Savant Capital, LLC | 447,836 | $43.0M | 0.13% | +228,843+104.5% | Added |
| AQR Capital Management LLC | 456,982 | $43.7M | 0.02% | +76,392+20.1% | Added |
| SEI Investments Co | 463,111 | $44.3M | 0.04% | −70,848−13.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 477,447 | $45.7M | 0.10% | +413+0.1% | Added |
| CIBC Asset Management Inc | 478,067 | $45.8M | 0.10% | −29,464−5.8% | Reduced |
| Van Eck Associates Corp | 480,883 | $46.0M | 0.03% | +15,716+3.4% | Added |
| Sterling Capital Management LLC | 484,710 | $46.4M | 0.79% | −114,744−19.1% | Reduced |
| EP Wealth Advisors, LLC | 491,161 | $47.0M | 0.18% | +106,017+27.5% | Added |
| 1832 Asset Management L.P. | 495,642 | $47.4M | 0.06% | −69,620−12.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 504,412 | $48.3M | 0.57% | +52,957+11.7% | Added |
| Verition Fund Management LLC | 508,415 | $48.7M | 0.34% | +502,329+8,253.8% | Added |
| Worldquant Millennium Advisors LLC | 512,138 | $49.0M | 0.17% | +135,507+36.0% | Added |
| Investment Management Corp of Ontario | 522,424 | $50.0M | 0.63% | −64,508−11.0% | Reduced |
| Asset Management One Co.,Ltd. | 527,081 | $50.4M | 0.13% | +8,813+1.7% | Added |
| Great West Life Assurance Co | 532,507 | $50.9M | 0.08% | −97,876−15.5% | Reduced |
| Schroder Investment Management Group | 542,307 | $52.5M | 0.04% | −140,417−20.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 548,439 | $52.5M | 0.14% | +1,991+0.4% | Added |
| The PNC Financial Services Group, Inc. | 555,870 | $53.2M | 0.03% | +8,637+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 570,498 | $53.7M | 0.09% | +104,203+22.3% | Added |
| Treasurer of the State of North Carolina | 582,353 | $55.7M | 0.14% | +110,601+23.4% | Added |
| Vaughan David Investments LLC | 590,329 | $56.5M | 1.12% | +8,953+1.5% | Added |
| Magellan Asset Management Ltd | 592,268 | $56.7M | 1.27% | +46,723+8.6% | Added |
| Clark Capital Management Group, Inc. | 593,182 | $56.8M | 0.31% | +8,175+1.4% | Added |
| State of Wisconsin Investment Board | 598,052 | $57.2M | 0.12% | +8,383+1.4% | Added |
| Assenagon Asset Management S.A. | 605,409 | $57.9M | 0.08% | −3,376−0.6% | Reduced |
| Prudential Financial Inc | 609,584 | $58.3M | 0.06% | −981,007−61.7% | Reduced |
| Advisor Group Holdings, Inc. | 621,416 | $59.5M | 0.07% | +71,414+13.0% | Added |
| Creative Planning | 625,306 | $59.8M | 0.03% | +35,749+6.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 646,054 | $61.6M | 0.09% | −40,873−6.0% | Reduced |
| Capital Investment Advisors, LLC | 648,573 | $62.1M | 0.82% | +8,373+1.3% | Added |
| Fort Washington Investment Advisors Inc | 651,760 | $62.4M | 0.31% | −409−0.1% | Reduced |
| National Bank of Canada | 678,449 | $64.9M | 0.06% | +94,311+16.1% | Added |
| SG Americas Securities, LLC | 684,551 | $65.5M | 0.04% | +396,173+137.4% | Added |
| Cohen & Steers, Inc. | 691,562 | $66.2M | 0.10% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 700,173 | $67.0M | 0.08% | +240,610+52.4% | Added |
| Balyasny Asset Management LLC | 701,019 | $67.1M | 0.12% | +543,308+344.5% | Added |
| Arrowstreet Capital, Limited Partnership | 704,100 | $67.4M | 0.03% | +144,224+25.8% | Added |
| Victory Capital Management Inc | 707,473 | $67.7M | 0.04% | +3,987+0.6% | Added |
| Old Republic International Corporation | 711,900 | $68.1M | 2.55% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 745,415 | $71.3M | 0.63% | +745,415 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 746,107 | $71.6M | 0.19% | +11,841+1.6% | Added |
| Korea Investment CORP | 756,114 | $72.4M | 0.14% | −83,908−10.0% | Reduced |
| New York State Teachers Retirement System | 779,399 | $74.6M | 0.14% | −85,371−9.9% | Reduced |
| Welch Group, LLC | 787,841 | $75.4M | 2.58% | +5,050+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 811,142 | $77.6M | 0.17% | +16,988+2.1% | Added |
| Cetera Investment Advisers | 819,582 | $78.4M | 0.07% | +21,093+2.6% | Added |
| APG Asset Management N.V. | 954,653 | $79.9M | 0.20% | +209,252+28.1% | Added |
| Macquarie Group Ltd | 846,178 | $81.0M | 0.35% | +105,436+14.2% | Added |
| Commonwealth Equity Services, LLC | 873,978 | $83.6M | 0.11% | −16,602−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 946,207 | $90.6M | 0.15% | −14,632−1.5% | Reduced |
| Truist Financial Corp | 971,161 | $92.9M | 0.11% | +70.0% | Added |
| Jones Financial Companies LLLP | 964,398 | $93.7M | 0.04% | +172,374+21.8% | Added |
| New York State Common Retirement Fund | 1,033,775 | $98.9M | 0.12% | −17,800−1.7% | Reduced |
| Capital International Investors | 1,036,760 | $99.2M | 0.02% | −347,049−25.1% | Reduced |
| Zacks Investment Management | 1,037,823 | $99.3M | 0.71% | +3460.0% | Added |
| Duff & Phelps Investment Management Co | 1,066,805 | $102.1M | 0.96% | −6,489−0.6% | Reduced |
| GWM Advisors LLC | 1,067,217 | $102.1M | 0.30% | +27,944+2.7% | Added |
| Stifel Financial Corp | 1,067,608 | $102.2M | 0.09% | +12,079+1.1% | Added |
| Alliancebernstein L.P. | 1,064,958 | $102.8M | 0.04% | +19,498+1.9% | Added |
| Vanguard Investments Australia, Ltd. | 1,126,072 | $107.8M | 0.27% | +55,581+5.2% | Added |
| Capital Advisors Inc | 1,139,024 | $109.0M | 1.60% | +99,735+9.6% | Added |
| Russell Investments Group, Ltd. | 1,168,322 | $111.8M | 0.10% | +44,680+4.0% | Added |
| Citadel Advisors LLC | 1,173,137 | $112.3M | 0.06% | +278,240+31.1% | Added |