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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 684,551 | $65.5M | 0.04% | +396,173+137.4% | Added |
| National Bank of Canada | 678,449 | $64.9M | 0.06% | +94,311+16.1% | Added |
| Fort Washington Investment Advisors Inc | 651,760 | $62.4M | 0.31% | −409−0.1% | Reduced |
| Capital Investment Advisors, LLC | 648,573 | $62.1M | 0.82% | +8,373+1.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 646,054 | $61.6M | 0.09% | −40,873−6.0% | Reduced |
| Creative Planning | 625,306 | $59.8M | 0.03% | +35,749+6.1% | Added |
| Advisor Group Holdings, Inc. | 621,416 | $59.5M | 0.07% | +71,414+13.0% | Added |
| Prudential Financial Inc | 609,584 | $58.3M | 0.06% | −981,007−61.7% | Reduced |
| Assenagon Asset Management S.A. | 605,409 | $57.9M | 0.08% | −3,376−0.6% | Reduced |
| State of Wisconsin Investment Board | 598,052 | $57.2M | 0.12% | +8,383+1.4% | Added |
| Clark Capital Management Group, Inc. | 593,182 | $56.8M | 0.31% | +8,175+1.4% | Added |
| Magellan Asset Management Ltd | 592,268 | $56.7M | 1.27% | +46,723+8.6% | Added |
| Vaughan David Investments LLC | 590,329 | $56.5M | 1.12% | +8,953+1.5% | Added |
| Treasurer of the State of North Carolina | 582,353 | $55.7M | 0.14% | +110,601+23.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 570,498 | $53.7M | 0.09% | +104,203+22.3% | Added |
| The PNC Financial Services Group, Inc. | 555,870 | $53.2M | 0.03% | +8,637+1.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 548,439 | $52.5M | 0.14% | +1,991+0.4% | Added |
| Schroder Investment Management Group | 542,307 | $52.5M | 0.04% | −140,417−20.6% | Reduced |
| Great West Life Assurance Co | 532,507 | $50.9M | 0.08% | −97,876−15.5% | Reduced |
| Asset Management One Co.,Ltd. | 527,081 | $50.4M | 0.13% | +8,813+1.7% | Added |
| Investment Management Corp of Ontario | 522,424 | $50.0M | 0.63% | −64,508−11.0% | Reduced |
| Worldquant Millennium Advisors LLC | 512,138 | $49.0M | 0.17% | +135,507+36.0% | Added |
| Verition Fund Management LLC | 508,415 | $48.7M | 0.34% | +502,329+8,253.8% | Added |
| OpenArc Corporate Advisory, LLC | 504,412 | $48.3M | 0.57% | +52,957+11.7% | Added |
| 1832 Asset Management L.P. | 495,642 | $47.4M | 0.06% | −69,620−12.3% | Reduced |
| EP Wealth Advisors, LLC | 491,161 | $47.0M | 0.18% | +106,017+27.5% | Added |
| Sterling Capital Management LLC | 484,710 | $46.4M | 0.79% | −114,744−19.1% | Reduced |
| Van Eck Associates Corp | 480,883 | $46.0M | 0.03% | +15,716+3.4% | Added |
| CIBC Asset Management Inc | 478,067 | $45.8M | 0.10% | −29,464−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 477,447 | $45.7M | 0.10% | +413+0.1% | Added |
| SEI Investments Co | 463,111 | $44.3M | 0.04% | −70,848−13.3% | Reduced |
| AQR Capital Management LLC | 456,982 | $43.7M | 0.02% | +76,392+20.1% | Added |
| Savant Capital, LLC | 447,836 | $43.0M | 0.13% | +228,843+104.5% | Added |
| Nomura Asset Management Co Ltd | 449,136 | $43.0M | 0.09% | +31,308+7.5% | Added |
| Millennium Management LLC | 434,991 | $41.6M | 0.03% | −23,467−5.1% | Reduced |
| Mackenzie Financial Corp | 430,935 | $41.2M | 0.04% | +31,894+8.0% | Added |
| Public Employees Retirement System of Ohio | 430,244 | $41.2M | 0.12% | −15,816−3.5% | Reduced |
| MML Investors Services, LLC | 429,658 | $41.1M | 0.08% | +78,432+22.3% | Added |
| Resona Asset Management Co.,Ltd. | 425,524 | $40.8M | 0.19% | −18,591−4.2% | Reduced |
| Janney Montgomery Scott LLC | 421,712 | $40.4M | 0.08% | +38,195+10.0% | Added |
| Gabelli Funds LLC | 417,952 | $40.0M | 0.26% | +20,350+5.1% | Added |
| US Bancorp | 413,755 | $39.6M | 0.04% | +3,891+0.9% | Added |
| TD Asset Management Inc | 411,844 | $39.4M | 0.03% | −6,295−1.5% | Reduced |
| Edgar Lomax Co | 411,155 | $39.4M | 2.94% | −36,915−8.2% | Reduced |
| Capital International Inc | 402,657 | $38.5M | 0.27% | +10,118+2.6% | Added |
| Sanctuary Advisors, LLC | 401,627 | $38.4M | 0.18% | −1,174−0.3% | Reduced |
| State of Tennessee, Treasury Department | 392,021 | $37.5M | 0.11% | +84,943+27.7% | Added |
| Toronto Dominion Bank | 379,515 | $36.3M | 0.06% | +29,023+8.3% | Added |
| Mariner, LLC | 375,232 | $35.9M | 0.04% | −78,928−17.4% | Reduced |
| Cahaba Wealth Management, Inc. | 373,857 | $35.8M | 2.16% | −15,721−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 372,809 | $35.5M | 0.05% | +3,358+0.9% | Added |
| Southern Financial Group, LLC | 366,432 | $35.1M | 8.95% | −1,447−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 364,593 | $34.9M | 0.12% | −11,062−2.9% | Reduced |
| DnB Asset Management AS | 362,724 | $34.7M | 0.10% | −184,386−33.7% | Reduced |
| Bollard Group LLC | 355,146 | $34.0M | 1.03% | +15,005+4.4% | Added |
| Warren Averett Asset Management, LLC | 347,945 | $33.3M | 0.19% | +12,518+3.7% | Added |
| Foundations Investment Advisors, LLC | 347,316 | $33.2M | 0.34% | +43,093+14.2% | Added |
| Virginia Retirement Systems Et Al | 343,619 | $32.9M | 0.20% | +81,142+30.9% | Added |
| GW Henssler & Associates Ltd | 343,576 | $32.9M | 1.46% | +205+0.1% | Added |
| Aptus Capital Advisors, LLC | 342,150 | $32.7M | 0.24% | −38,956−10.2% | Reduced |
| Fifth Third Bancorp | 333,428 | $31.9M | 0.05% | +1,478+0.4% | Added |
| IFM Investors Pty Ltd | 331,715 | $31.7M | 0.21% | +32,839+11.0% | Added |
| Kestra Advisory Services, LLC | 329,023 | $31.5M | 0.10% | −34,703−9.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 329,018 | $31.5M | 0.04% | +71,931+28.0% | Added |
| American Century Companies Inc | 326,394 | $31.2M | 0.01% | +19,897+6.5% | Added |
| Captrust Financial Advisors | 325,851 | $31.2M | 0.05% | +19,238+6.3% | Added |
| Public Sector Pension Investment Board | 321,853 | $30.8M | 0.08% | +8,507+2.7% | Added |
| Czech National Bank | 320,873 | $30.7M | 0.17% | +20,992+7.0% | Added |
| Voya Investment Management LLC | 314,488 | $30.1M | 0.03% | +13,270+4.4% | Added |
| Arizona State Retirement System | 312,805 | $29.9M | 0.15% | +11,059+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 310,423 | $29.7M | 0.06% | +94,361+43.7% | Added |
| Liberty One Investment Management, LLC | 309,176 | $29.6M | 2.96% | +4,864+1.6% | Added |
| CIBC Bancorp USA Inc. | 308,433 | $29.5M | 0.04% | −57,571−15.7% | Reduced |
| Arbejdsmarkedets Tillaegspension | 304,100 | $29.1M | 0.63% | +34,504+12.8% | Added |
| Two Sigma Investments, LP | 303,736 | $29.1M | 0.02% | +147,758+94.7% | Added |
| Crossmark Global Holdings, Inc. | 302,533 | $29.0M | 0.38% | +12,554+4.3% | Added |
| Baird Financial Group, Inc. | 298,169 | $28.5M | 0.04% | −1,304−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 297,547 | $28.5M | 0.05% | −35,652−10.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 292,936 | $28.0M | 0.45% | +1,008+0.3% | Added |
| State of Michigan Retirement System | 288,623 | $27.6M | 0.12% | +1,000+0.3% | Added |
| Huntington National Bank | 287,618 | $27.5M | 0.13% | +4,412+1.6% | Added |
| Rockefeller Capital Management L.P. | 281,598 | $27.0M | 0.04% | +45,729+19.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 279,824 | $26.8M | 0.03% | +223,055+392.9% | Added |
| D. E. Shaw & Co., Inc. | 275,457 | $26.4M | 0.02% | −84,043−23.4% | Reduced |
| Teacher Retirement System of Texas | 268,847 | $25.7M | 0.07% | +72,754+37.1% | Added |
| Vinva Investment Management Ltd | 262,779 | $25.4M | 0.17% | +155,931+145.9% | Added |
| Hennessy Advisors Inc | 263,900 | $25.3M | 0.81% | +7,800+3.0% | Added |
| Shaolin Capital Management LLC | 262,895 | $25.2M | 1.43% | −32,838−11.1% | Reduced |
| Crawford Investment Counsel Inc | 262,546 | $25.1M | 0.42% | +170+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 261,561 | $25.0M | 0.12% | +14,824+6.0% | Added |
| STRS Ohio | 260,196 | $24.9M | 0.09% | −19,951−7.1% | Reduced |
| MetLife Investment Management | 257,921 | $24.7M | 0.11% | +625+0.2% | Added |
| Cerity Partners LLC | 256,903 | $24.6M | 0.03% | −3,881−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 255,702 | $24.5M | 0.28% | −32,912−11.4% | Reduced |
| Swiss Life Asset Management Ltd | 250,850 | $24.0M | 0.10% | −15,108−5.7% | Reduced |
| Mercer Global Advisors Inc | 249,562 | $23.9M | 0.03% | +13,696+5.8% | Added |
| Woodline Partners LP | 246,048 | $23.5M | 0.07% | +30,377+14.1% | Added |
| CI Private Wealth, LLC | 243,080 | $23.3M | 0.03% | −8,338−3.3% | Reduced |
| MAI Capital Management | 242,161 | $23.2M | 0.09% | +3,524+1.5% | Added |
| Becker Capital Management Inc | 241,005 | $23.1M | 0.62% | +3,113+1.3% | Added |