The SouthernSO
13F holders, Q2 2024 (June 30)1,884holders +60
150new positions
90sold out
8famous investors
$77.55avg. 13F price*
At the end of Q2 2024, 1,884 institutions reported holding The Southern Co. (SO) in their 13F filings, up 60 from Q1 2024. 150 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($7.8B), BlackRock Inc. ($6.0B) and State Street Corp. ($4.5B). 8 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 150 | $1.3B |
| Exits | 90 | $267.3M |
All 13F filers, Q1 2024 → Q2 2024: 53,997,489 shares bought and 31,208,230 shares sold, net +22,789,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,884 holders
| Vanguard Group Inc. | 0.15% | Add +0.7% | 100,763,937 | $7.8B |
| BlackRock Inc. | 0.14% | Reduce -0.0% | 77,690,343 | $6.0B |
| State Street Corp. | 0.19% | Reduce -0.6% | 57,382,860 | $4.5B |
| JPMorgan Chase & Co. | 0.27% | Add +32.3% | 39,919,325 | $3.1B |
| FMR LLC | 0.15% | Reduce -7.9% | 30,394,199 | $2.4B |
| Capital International Investors | 0.46% | Add +20.1% | 28,822,985 | $2.2B |
| Massachusetts Financial Services Co. | 0.62% | Reduce -1.7% | 25,862,372 | $2.0B |
| Geode Capital Management, LLC | 0.16% | Add +5.7% | 23,445,571 | $1.8B |
| T. Rowe Price Associates Inc. | 0.18% | Reduce -19.1% | 19,334,181 | $1.5B |
| Franklin Resources Inc. | 0.39% | Reduce -3.7% | 16,310,798 | $1.3B |
| GQG Partners LLC | 1.61% | New | 13,679,017 | $1.1B |
| Morgan Stanley | 0.07% | Add +0.4% | 11,147,634 | $864.7M |
| Northern Trust Corp. | 0.14% | Add +4.4% | 10,719,739 | $831.5M |
| Norges Bank | 0.12% | Add +4.6% | 10,612,381 | $823.2M |
| Ameriprise Financial Inc. | 0.20% | Reduce -0.6% | 9,493,556 | $736.4M |
| Legal & General Group Plc | 0.19% | Reduce -5.4% | 8,526,313 | $661.4M |
| Bank of America Corp. | 0.06% | Add +7.9% | 8,474,457 | $657.4M |
| Nuveen Asset Management, LLC | 0.18% | Reduce -12.7% | 7,541,878 | $600.6M |
| Royal Bank of Canada | 0.13% | Add +109.4% | 7,123,508 | $552.6M |
| Bank of New York Mellon Corp | 0.10% | Reduce -1.6% | 7,096,961 | $550.5M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +2.2% | 6,353,182 | $492.8M |
| Goldman Sachs Group Inc. | 0.10% | Add +14.8% | 6,340,820 | $491.9M |
| California Public Employees Retirement System | 0.30% | Reduce -16.6% | 5,295,081 | $410.7M |
| Federated Hermes, Inc. | 0.89% | Reduce -18.2% | 4,820,366 | $373.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Add +16.8% | 4,758,480 | $369.1M |
| Invesco Ltd. | 0.07% | Reduce -12.4% | 4,505,995 | $349.5M |
| Pictet Asset Management Holding SA | 0.37% | Reduce -9.2% | 4,180,571 | $324.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.74% | Reduce -6.9% | 4,026,218 | $312.3M |
| Wells Fargo & Company | 0.08% | Reduce -0.6% | 3,894,836 | $302.1M |
| UBS Group AG | 0.09% | Add +31.6% | 3,862,491 | $299.6M |
| Swiss National Bank | 0.17% | Reduce -1.1% | 3,230,200 | $250.6M |
| Wellington Management Group LLP | 0.04% | Reduce -7.1% | 3,193,662 | $247.7M |
| Ensign Peak Advisors, Inc | 0.45% | Reduce -18.0% | 3,164,588 | $245.5M |
| Barclays PLC | 0.09% | Reduce -5.8% | 2,645,362 | $205.2M |
| Raymond James & Associates | 0.13% | Add +21.3% | 2,572,230 | $199.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +2.1% | 2,542,113 | $197.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Reduce -7.5% | 2,537,049 | $196.8M |
| Capital Research Global Investors | 0.04% | Add +25.9% | 2,429,980 | $188.5M |
| Cohen & Steers, Inc. | 0.39% | Reduce -2.5% | 2,417,799 | $187.5M |
| Dimensional Fund Advisors LP | 0.05% | Add +14.3% | 2,380,841 | $184.7M |
| Focus Partners Wealth | 0.61% | Add +840.5% | 2,327,976 | $180.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.13% | Add +0.5% | 2,196,814 | $170.4M |
| National Pension Service | 0.19% | Add +0.9% | 2,141,586 | $166.1M |
| LPL Financial LLC | 0.08% | Add +1.9% | 2,139,470 | $166.0M |
| Rhumbline Advisers | 0.16% | Reduce -1.5% | 2,129,818 | $165.2M |
| Bank of Montreal | 0.05% | Add +8.7% | 2,036,190 | $159.6M |
| Duff & Phelps Investment Management Co. | 1.83% | Reduce -1.0% | 1,854,580 | $143.9M |
| Synovus Financial Corp. | 1.83% | Reduce -2.4% | 1,784,887 | $138.5M |
| ClearBridge Investments Ltd | 3.94% | Reduce -27.5% | 1,738,839 | $134.9M |
| Deutsche Bank AG | 0.06% | Add +12.2% | 1,708,589 | $132.5M |
| Confluence Investment Management LLC | 1.91% | Reduce -4.7% | 1,705,562 | $132.3M |
| Canada Pension Plan Investment Board | 0.13% | No change | 1,644,593 | $127.6M |
| Jennison Associates LLC | 0.08% | Reduce -16.3% | 1,639,167 | $127.2M |
| BNP Paribas Financial Markets | 0.13% | Add +48.8% | 1,574,083 | $122.1M |
| HSBC Holdings PLC | 0.08% | Reduce -28.4% | 1,518,960 | $117.8M |
| APG Asset Management N.V. | 0.21% | Reduce -13.1% | 1,619,579 | $117.2M |
| Russell Investments Group, Ltd. | 0.19% | Add +16.4% | 1,484,476 | $115.2M |
| Manufacturers Life Insurance Company, The | 0.11% | Add +1.0% | 1,475,372 | $114.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.14% | Add +14.1% | 1,472,734 | $114.2M |
| California State Teachers Retirement System | 0.14% | Reduce -3.2% | 1,448,692 | $112.4M |
| Empower Advisory Group, LLC | 0.39% | Add +1.1% | 1,344,332 | $104.3M |
| Principal Financial Group Inc. | 0.06% | Reduce -0.3% | 1,298,226 | $100.7M |
| Zacks Investment Management | 1.12% | Add +3.9% | 1,285,557 | $99.7M |
| New York State Common Retirement Fund | 0.13% | Reduce -0.7% | 1,270,836 | $98.6M |
| State Board of Administration of Florida Retirement System | 0.18% | Reduce -1.3% | 1,202,574 | $93.3M |
| Amundi | 0.03% | Add +4.3% | 1,130,297 | $87.8M |
| Energy Income Partners, LLC | 1.95% | Reduce -14.3% | 1,131,675 | $87.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -1.5% | 1,124,452 | $87.2M |
| Macquarie Group Ltd. | 0.09% | Reduce -0.4% | 1,052,112 | $81.6M |
| Stifel Financial Corp. | 0.09% | Add +23.8% | 1,045,828 | $81.1M |
| Citigroup Inc. | 0.08% | Add +75.0% | 1,045,446 | $81.1M |
| Commonwealth Equity Services, LLC | 0.12% | Add +0.7% | 1,014,827 | $78.7M |
| Clark Capital Management Group, Inc. | 0.57% | Add +35.7% | 998,971 | $77.5M |
| New York State Teachers Retirement System | 0.16% | Reduce -5.9% | 974,943 | $75.6M |
| Natixis Advisors, LLC | 0.16% | Add +0.2% | 963,019 | $74.7M |
| Mawer Investment Management Ltd. | 0.35% | Reduce -1.3% | 946,463 | $73.4M |
| Stonegate Investment Group, LLC | 2.11% | Reduce -5.5% | 939,232 | $72.9M |
| HighTower Advisors, LLC | 0.11% | Reduce -1.8% | 927,162 | $71.9M |
| 1832 Asset Management L.P. | 0.12% | Add +2719.8% | 872,373 | $67.7M |
| Brandywine Global Investment Management, LLC | 0.51% | Add +4.0% | 871,581 | $67.6M |
| Capital Advisors Inc. | 1.38% | Add +19.2% | 857,985 | $66.6M |
| Truist Financial Corp. | 0.10% | Reduce -7.5% | 803,319 | $62.3M |
| Victory Capital Management Inc. | 0.06% | Reduce -42.2% | 801,623 | $62.2M |
| Welch Group, LLC | 2.94% | Add +0.0% | 789,281 | $61.2M |
| Korea Investment CORP | 0.15% | Reduce -7.2% | 779,204 | $60.4M |
| Old Republic International Corp. | 2.42% | No change | 766,000 | $59.4M |
| Prudential Financial Inc. | 0.08% | Reduce -10.2% | 712,474 | $55.3M |
| Jane Street Group, LLC | 0.06% | Add +278.1% | 692,514 | $53.7M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Reduce -1.3% | 680,788 | $52.8M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Reduce -39.4% | 648,800 | $50.3M |
| First Trust Advisors LP | 0.05% | Reduce -71.6% | 642,776 | $49.9M |
| Soroban Capital Partners LP | 0.73% | New | 642,679 | $49.9M |
| Junto Capital Management LP | 1.04% | Reduce -49.5% | 611,434 | $47.4M |
| Sei Investments Co. | 0.07% | Reduce -4.3% | 607,761 | $47.1M |
| Chevy Chase Trust Holdings, LLC | 0.15% | Reduce -1.2% | 602,257 | $46.7M |
| Reaves W H & Co. Inc. | 1.56% | Reduce -31.2% | 596,320 | $46.3M |
| State of Wisconsin Investment Board | 0.12% | Reduce -0.2% | 589,709 | $45.7M |
| Capital International, Inc. | 0.60% | Add +6.7% | 580,208 | $45.0M |
| Ceredex Value Advisors LLC | 0.84% | Reduce -14.8% | 570,552 | $44.3M |
| Vaughan David Investments LLC | 1.12% | Add +1.5% | 569,967 | $44.2M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.