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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 1,312,265 | $125.6M | 0.12% | +35,357+2.8% | Added |
| Manufacturers Life Insurance Company, The | 1,347,359 | $129.0M | 0.10% | −38,862−2.8% | Reduced |
| Confluence Investment Management LLC | 1,370,593 | $131.2M | 2.05% | −51,278−3.6% | Reduced |
| Colony Group, LLC | 1,407,819 | $134.7M | 0.14% | −54,362−3.7% | Reduced |
| Canada Pension Plan Investment Board | 1,457,085 | $139.5M | 0.08% | +1,413,514+3,244.2% | Added |
| Principal Financial Group Inc | 1,462,913 | $140.0M | 0.07% | +17,148+1.2% | Added |
| HighTower Advisors, LLC | 1,476,938 | $141.4M | 0.14% | −38,891−2.6% | Reduced |
| Cbre Clarion Securities LLC | 1,496,314 | $143.2M | 1.99% | +751,187+100.8% | Added |
| Empower Advisory Group, LLC | 1,634,931 | $156.5M | 0.37% | +51,640+3.3% | Added |
| Jupiter Topco LLC | 1,642,660 | $157.2M | 0.06% | +1,642,660 | New |
| BNP Paribas Arbitrage, SA | 1,652,536 | $158.2M | 0.08% | +619,724+60.0% | Added |
| Soroban Capital Partners LP | 1,688,287 | $161.6M | 1.14% | −687,224−28.9% | Reduced |
| Natixis Advisors, L.P. | 1,697,019 | $162.4M | 0.18% | +550,548+48.0% | Added |
| Energy Income Partners, LLC | 1,735,602 | $166.1M | 2.61% | +18,760+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,796,076 | $171.9M | 0.83% | −158,989−8.1% | Reduced |
| Jennison Associates LLC | 1,870,949 | $179.1M | 0.11% | −59,466−3.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 1,932,339 | $184.9M | 1.26% | +8,447+0.4% | Added |
| Federated Hermes, Inc. | 1,936,635 | $185.4M | 0.27% | +46,883+2.5% | Added |
| Rhumbline Advisers | 1,967,290 | $188.3M | 0.14% | +44,819+2.3% | Added |
| HSBC Holdings PLC | 1,992,743 | $191.1M | 0.09% | +242,689+13.9% | Added |
| California Public Employees Retirement System | 2,032,644 | $194.5M | 0.11% | −65,760−3.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,320,369 | $222.1M | 0.37% | +64,347+2.9% | Added |
| Vanguard Asset Management, Ltd | 2,392,608 | $229.0M | 0.15% | +323,365+15.6% | Added |
| First Trust Advisors LP | 2,431,833 | $232.8M | 0.14% | +1,688,875+227.3% | Added |
| Vanguard Global Advisers, LLC | 2,434,744 | $233.0M | 0.11% | +25,113+1.0% | Added |
| Citigroup Inc | 2,464,771 | $235.9M | 0.11% | −149,079−5.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,492,383 | $238.5M | 0.14% | +52,894+2.2% | Added |
| Envestnet Asset Management Inc | 2,513,008 | $240.5M | 0.06% | +67,290+2.8% | Added |
| Barclays PLC | 2,701,178 | $258.5M | 0.08% | −1,863,313−40.8% | Reduced |
| Dimensional Fund Advisors LP | 2,753,892 | $263.6M | 0.05% | +98,848+3.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,766,994 | $264.8M | 0.15% | +266,285+10.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,856,478 | $273.4M | 0.39% | +2,787,319+4,030.3% | Added |
| Bank of Montreal | 2,860,777 | $273.8M | 0.10% | +1,138,795+66.1% | Added |
| National Pension Service | 2,932,978 | $280.7M | 0.18% | +54,111+1.9% | Added |
| Deutsche Bank AG | 2,955,110 | $282.8M | 0.08% | +837,840+39.6% | Added |
| Mawer Investment Management Ltd. | 3,023,312 | $289.4M | 1.97% | −398,445−11.6% | Reduced |
| Swiss National Bank | 3,179,600 | $304.3M | 0.16% | −51,800−1.6% | Reduced |
| LPL Financial LLC | 3,203,334 | $306.6M | 0.07% | +132,661+4.3% | Added |
| Raymond James Financial Inc | 3,306,209 | $316.4M | 0.09% | +153,807+4.9% | Added |
| UBS Group AG | 3,702,217 | $354.3M | 0.06% | −374,135−9.2% | Reduced |
| Pictet Asset Management Holding SA | 3,766,323 | $360.5M | 0.34% | −470,170−11.1% | Reduced |
| Nuveen, LLC | 3,967,302 | $379.7M | 0.09% | +76,731+2.0% | Added |
| Wells Fargo & Company | 4,306,728 | $412.2M | 0.07% | +51,891+1.2% | Added |
| Amundi | 4,447,873 | $425.7M | 0.10% | +1,123,457+33.8% | Added |
| Wellington Management Group LLP | 5,519,410 | $528.3M | 0.09% | +1,003,680+22.2% | Added |
| Invesco Ltd. | 5,577,317 | $533.8M | 0.04% | +39,318+0.7% | Added |
| UBS Asset Management Americas Inc | 5,681,674 | $543.8M | 0.10% | +508,149+9.8% | Added |
| Boston Partners | 6,174,426 | $591.1M | 0.53% | +6,133,722+15,069.1% | Added |
| Vanguard Fiduciary Trust Co | 6,330,286 | $605.9M | 0.13% | +133,202+2.1% | Added |
| Bank of New York Mellon Corp | 7,278,460 | $696.6M | 0.11% | −1560.0% | Reduced |
| Charles Schwab Investment Management Inc | 7,386,604 | $707.0M | 0.09% | +275,333+3.9% | Added |
| Legal & General Group Plc | 7,703,017 | $737.3M | 0.15% | −145,265−1.9% | Reduced |
| Bank of America Corp | 8,392,512 | $803.2M | 0.05% | +11,920+0.1% | Added |
| Royal Bank of Canada | 8,721,450 | $834.7M | 0.14% | −31,725−0.4% | Reduced |
| Ameriprise Financial Inc | 9,568,912 | $915.8M | 0.19% | +132,926+1.4% | Added |
| Northern Trust Corp | 9,755,332 | $933.7M | 0.11% | −72,094−0.7% | Reduced |
| Morgan Stanley | 13,539,685 | $1.30B | 0.07% | +624,619+4.8% | Added |
| Massachusetts Financial Services Co | 13,831,354 | $1.32B | 0.42% | −1,764,446−11.3% | Reduced |
| Norges Bank | 14,358,862 | $1.37B | 0.14% | +14,358,862 | New |
| Goldman Sachs Group Inc | 14,582,492 | $1.40B | 0.15% | +8,740,569+149.6% | Added |
| Franklin Resources Inc | 16,561,908 | $1.59B | 0.34% | −247,401−1.5% | Reduced |
| FMR LLC | 22,537,244 | $2.16B | 0.09% | −350,690−1.5% | Reduced |
| Vanguard Portfolio Management LLC | 27,023,691 | $2.59B | 0.12% | +886,834+3.4% | Added |
| Geode Capital Management, LLC | 29,315,285 | $2.82B | 0.15% | +960,236+3.4% | Added |
| JPMorgan Chase & Co | 32,778,201 | $3.17B | 0.19% | −10,559,549−24.4% | Reduced |
| Price T Rowe Associates Inc | 46,415,904 | $4.44B | 0.44% | +9,990,378+27.4% | Added |
| Capital World Investors | 62,518,698 | $5.98B | 0.71% | +6,278,825+11.2% | Added |
| State Street Corp | 64,809,708 | $6.20B | 0.18% | +1,829,620+2.9% | Added |
| Vanguard Capital Management LLC | 73,665,124 | $7.05B | 0.15% | +2,125,979+3.0% | Added |
| BlackRock, Inc. | 92,990,716 | $8.90B | 0.13% | +2,622,013+2.9% | Added |
| St. Louis Trust Co | 3,500 | – | – | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,614,540−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,186,900−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −866,507−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −834,955−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −431,600−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −207,650−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −180,786−100.0% | Sold out |
| Biondo Investment Advisors, LLC | 0 | $0 | 0.00% | −139,164−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −97,238−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −66,567−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −49,581−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −46,624−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −42,495−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −38,380−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −31,084−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −29,968−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −27,427−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −25,962−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −24,753−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −19,366−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,330−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,377−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −13,882−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −13,667−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −11,098−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,498−100.0% | Sold out |