The SouthernSO
13F holders, Q1 2024 (March 31)1,824holders
9famous investors
$71.73avg. 13F price*
At the end of Q1 2024, 1,824 institutions reported holding The Southern Co. (SO) in their 13F filings. The largest holders were Vanguard Group Inc. ($7.2B), BlackRock Inc. ($5.6B) and State Street Corp. ($4.1B). 9 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- The Southern Co.
- Sector
- Utilities
- CUSIP
- 842587107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $359.5M |
| Exits | 109 | $230.3M |
Ownership 1,824 holders
| Vanguard Group Inc. | 0.14% | Add +0.5% | 100,089,634 | $7.2B |
| BlackRock Inc. | 0.13% | Reduce -0.0% | 77,705,342 | $5.6B |
| State Street Corp. | 0.19% | Reduce -9.2% | 57,752,984 | $4.1B |
| FMR LLC | 0.16% | Reduce -9.1% | 33,012,215 | $2.4B |
| JPMorgan Chase & Co. | 0.19% | Add +54.6% | 30,167,151 | $2.2B |
| Massachusetts Financial Services Co. | 0.56% | Add +3.5% | 26,316,313 | $1.9B |
| Capital International Investors | 0.35% | Add +45.9% | 23,994,733 | $1.7B |
| T. Rowe Price Associates Inc. | 0.21% | Reduce -20.1% | 23,888,059 | $1.7B |
| Geode Capital Management, LLC | 0.15% | Add +8.1% | 22,180,921 | $1.6B |
| Franklin Resources Inc. | 0.39% | Add +8.1% | 16,929,875 | $1.2B |
| Morgan Stanley | 0.06% | Add +5.0% | 11,104,318 | $796.6M |
| Northern Trust Corp. | 0.13% | Reduce -4.1% | 10,264,783 | $736.4M |
| Norges Bank | 0.11% | Add +12.7% | 10,146,134 | $727.9M |
| Ameriprise Financial Inc. | 0.19% | Add +20.7% | 9,546,835 | $684.9M |
| Legal & General Group Plc | 0.19% | Reduce -0.6% | 9,010,865 | $646.4M |
| Nuveen Asset Management, LLC | 0.19% | Add +47.5% | 8,640,509 | $634.7M |
| Bank of America Corp. | 0.06% | Add +6.3% | 7,853,407 | $563.4M |
| Bank of New York Mellon Corp | 0.10% | Reduce -4.7% | 7,211,619 | $517.4M |
| California Public Employees Retirement System | 0.32% | Reduce -3.1% | 6,349,380 | $455.5M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +2.1% | 6,217,167 | $446.0M |
| Federated Hermes, Inc. | 0.97% | Reduce -4.6% | 5,890,732 | $422.6M |
| Goldman Sachs Group Inc. | 0.08% | Add +3.4% | 5,522,681 | $396.2M |
| Invesco Ltd. | 0.08% | Reduce -11.6% | 5,146,489 | $369.2M |
| Pictet Asset Management Holding SA | 0.36% | Reduce -14.0% | 4,606,117 | $330.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.71% | Reduce -5.5% | 4,325,103 | $308.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -12.5% | 4,073,061 | $292.2M |
| Wells Fargo & Company | 0.07% | Reduce -0.5% | 3,919,044 | $281.2M |
| Ensign Peak Advisors, Inc | 0.51% | Reduce -9.7% | 3,859,523 | $276.9M |
| Wellington Management Group LLP | 0.04% | Reduce -2.6% | 3,437,718 | $246.6M |
| Royal Bank of Canada | 0.06% | Reduce -4.3% | 3,401,995 | $244.1M |
| Swiss National Bank | 0.16% | Reduce -4.2% | 3,266,100 | $234.3M |
| UBS Group AG | 0.07% | Add +26.2% | 2,935,304 | $210.6M |
| Barclays PLC | 0.09% | Reduce -18.9% | 2,808,440 | $201.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Reduce -1.1% | 2,742,041 | $196.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +0.1% | 2,490,362 | $178.7M |
| Cohen & Steers, Inc. | 0.37% | Reduce -1.0% | 2,478,830 | $177.8M |
| ClearBridge Investments Ltd | 4.90% | Reduce -13.4% | 2,399,201 | $172.1M |
| First Trust Advisors LP | 0.17% | Reduce -2.3% | 2,263,445 | $162.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.07% | Add +6.6% | 2,186,037 | $156.8M |
| Rhumbline Advisers | 0.15% | Add +2.0% | 2,161,391 | $155.1M |
| National Pension Service | 0.18% | Add +1.8% | 2,123,291 | $152.3M |
| HSBC Holdings PLC | 0.11% | Add +38.0% | 2,122,845 | $152.3M |
| Raymond James & Associates | 0.10% | Add +2.8% | 2,120,155 | $152.1M |
| LPL Financial LLC | 0.08% | Add +0.7% | 2,098,959 | $150.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +5.3% | 2,083,829 | $149.5M |
| Jennison Associates LLC | 0.09% | Reduce -18.4% | 1,957,770 | $140.5M |
| Capital Research Global Investors | 0.03% | Add +35.0% | 1,929,980 | $138.5M |
| Duff & Phelps Investment Management Co. | 1.61% | Add +17.8% | 1,872,745 | $134.4M |
| Bank of Montreal | 0.04% | Reduce -11.3% | 1,874,145 | $133.2M |
| D. E. Shaw & Co. | 0.18% | Add +591.2% | 1,835,226 | $131.7M |
| Synovus Financial Corp. | 1.70% | Add +14.4% | 1,827,851 | $131.1M |
| Confluence Investment Management LLC | 1.73% | Reduce -1.5% | 1,789,977 | $128.4M |
| APG Asset Management N.V. | 0.22% | Add +1.9% | 1,863,951 | $123.8M |
| Canada Pension Plan Investment Board | 0.12% | Reduce -4.0% | 1,644,593 | $118.0M |
| Deutsche Bank AG | 0.05% | Reduce -18.1% | 1,523,509 | $109.3M |
| California State Teachers Retirement System | 0.14% | Reduce -3.7% | 1,496,638 | $107.4M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -8.5% | 1,460,296 | $104.8M |
| Victory Capital Management Inc. | 0.10% | Add +5.9% | 1,386,453 | $99.5M |
| Empower Advisory Group, LLC | 0.36% | Add +3.3% | 1,330,284 | $95.4M |
| Energy Income Partners, LLC | 1.94% | Add +4.5% | 1,321,054 | $94.8M |
| Principal Financial Group Inc. | 0.05% | Add +0.6% | 1,302,037 | $93.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.13% | Add +18.1% | 1,290,849 | $92.6M |
| New York State Common Retirement Fund | 0.12% | Reduce -1.0% | 1,279,289 | $91.8M |
| Russell Investments Group, Ltd. | 0.14% | Reduce -5.1% | 1,275,437 | $91.5M |
| Zacks Investment Management | 0.95% | Add +2.9% | 1,237,925 | $88.8M |
| Junto Capital Management LP | 1.92% | New | 1,211,647 | $86.9M |
| State Board of Administration of Florida Retirement System | 0.20% | Add +0.5% | 1,218,465 | $84.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -7.3% | 1,141,178 | $81.9M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Reduce -25.4% | 1,069,700 | $76.7M |
| Amundi | 0.03% | Reduce -42.3% | 1,083,962 | $76.5M |
| BNP Paribas Financial Markets | 0.09% | Add +61.0% | 1,058,062 | $75.9M |
| Macquarie Group Ltd. | 0.09% | Add +0.5% | 1,056,475 | $75.8M |
| New York State Teachers Retirement System | 0.16% | Reduce -2.7% | 1,035,678 | $74.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +5.1% | 1,008,303 | $72.3M |
| Stonegate Investment Group, LLC | 2.24% | Add +0.6% | 993,342 | $71.3M |
| Natixis Advisors, LLC | 0.16% | Add +2.1% | 961,163 | $69.0M |
| Mawer Investment Management Ltd. | 0.32% | Add +18.0% | 959,183 | $68.8M |
| HighTower Advisors, LLC | 0.11% | Reduce -6.7% | 944,091 | $67.8M |
| Credit Suisse AG/ | 0.06% | Add +0.4% | 933,252 | $67.0M |
| InterOcean Capital Group, LLC | 1.53% | Add +9.6% | 893,434 | $64.1M |
| Boston Partners | 0.08% | Add +8.4% | 880,367 | $63.2M |
| Truist Financial Corp. | 0.09% | Reduce -4.8% | 868,320 | $62.3M |
| Reaves W H & Co. Inc. | 2.27% | Reduce -1.1% | 866,668 | $62.2M |
| Stifel Financial Corp. | 0.07% | Reduce -21.8% | 844,902 | $60.6M |
| Korea Investment CORP | 0.15% | Add +98.3% | 839,794 | $60.2M |
| Brandywine Global Investment Management, LLC | 0.44% | New | 837,702 | $60.1M |
| Prudential Financial Inc. | 0.08% | Reduce -5.4% | 793,676 | $56.9M |
| Welch Group, LLC | 2.81% | Add +1.4% | 789,070 | $56.6M |
| Old Republic International Corp. | 2.16% | No change | 766,000 | $55.0M |
| Clark Capital Management Group, Inc. | 0.39% | Add +1.1% | 736,134 | $52.8M |
| Capital Advisors Inc. | 1.11% | Add +1.2% | 719,899 | $51.6M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -0.5% | 689,753 | $49.5M |
| Ceredex Value Advisors LLC | 0.84% | New | 669,406 | $48.0M |
| Renaissance Technologies | 0.07% | Add +203.7% | 663,200 | $47.6M |
| Sei Investments Co. | 0.07% | Reduce -11.8% | 634,976 | $45.6M |
| Point72 Asset Management | 0.13% | New | 634,329 | $45.5M |
| State of New Jersey Common Pension Fund D | 0.14% | No change | 624,178 | $44.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.82% | Reduce -23.7% | 613,265 | $44.0M |
| Chevy Chase Trust Holdings, LLC | 0.14% | Reduce -0.9% | 609,445 | $43.7M |
| Qube Research & Technologies Ltd | 0.08% | Add +120.0% | 607,651 | $43.6M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.