The SouthernSO
13F holders, Q4 2024 (December 31)2,122holders +114
110new positions
125sold out
9famous investors
$82.31avg. 13F price*
At the end of Q4 2024, 2,122 institutions reported holding The Southern Co. (SO) in their 13F filings, up 114 from Q3 2024. 110 opened new positions and 125 sold out. The largest holders were Vanguard Group Inc. ($8.5B), BlackRock, Inc. ($6.9B) and State Street Corp. ($4.7B). 9 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- The Southern Co.
- Sector
- Utilities
- CUSIP
- 842587107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $205.8M |
| Exits | 125 | $147.3M |
All 13F filers, Q3 2024 → Q4 2024: 31,066,271 shares bought and 28,427,940 shares sold, net +2,638,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,122 holders
| Vanguard Group Inc. | 0.15% | Add +0.7% | 102,790,453 | $8.5B |
| BlackRock, Inc. | 0.14% | Add +4.0% | 83,741,812 | $6.9B |
| State Street Corp. | 0.19% | Reduce -2.2% | 57,646,249 | $4.7B |
| JPMorgan Chase & Co. | 0.36% | Add +2.0% | 55,807,575 | $4.6B |
| FMR LLC | 0.14% | Reduce -4.0% | 28,215,976 | $2.3B |
| Capital International Investors | 0.42% | Reduce -4.5% | 27,244,117 | $2.2B |
| Geode Capital Management, LLC | 0.16% | Add +2.2% | 25,050,209 | $2.1B |
| Massachusetts Financial Services Co. | 0.57% | Reduce -12.9% | 21,920,407 | $1.8B |
| T. Rowe Price Associates Inc. | 0.15% | Reduce -11.9% | 15,876,440 | $1.3B |
| GQG Partners LLC | 1.81% | Reduce -10.6% | 14,802,254 | $1.2B |
| Franklin Resources Inc. | 0.33% | Reduce -0.4% | 14,099,428 | $1.2B |
| Morgan Stanley | 0.07% | Add +2.0% | 11,491,827 | $946.0M |
| Northern Trust Corp. | 0.13% | Add +4.5% | 10,805,269 | $889.5M |
| Norges Bank | 0.11% | Reduce -5.3% | 10,301,496 | $848.0M |
| Ameriprise Financial Inc. | 0.20% | Reduce -2.4% | 9,269,678 | $763.1M |
| Royal Bank of Canada | 0.15% | Add +14.5% | 8,475,998 | $697.7M |
| Goldman Sachs Group Inc. | 0.13% | Add +11.4% | 8,427,741 | $693.8M |
| Legal & General Group Plc | 0.18% | Add +1.9% | 8,308,053 | $683.9M |
| Bank of New York Mellon Corp | 0.12% | Add +9.3% | 7,633,606 | $628.4M |
| Bank of America Corp. | 0.05% | Reduce -15.3% | 7,197,835 | $592.5M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +3.0% | 6,599,710 | $543.3M |
| Nuveen Asset Management, LLC | 0.13% | Reduce -11.4% | 5,489,536 | $451.9M |
| UBS Group AG | 0.10% | Add +12.9% | 5,365,096 | $441.7M |
| Invesco Ltd. | 0.08% | Add +16.3% | 5,325,294 | $438.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Add +23.2% | 5,208,872 | $428.8M |
| California Public Employees Retirement System | 0.28% | Reduce -0.6% | 5,008,039 | $412.3M |
| Marshall Wace, LLP | 0.45% | Add +325.7% | 4,322,931 | $355.9M |
| Raymond James Financial Inc. | 0.12% | — | 3,830,060 | $315.3M |
| Wells Fargo & Company | 0.07% | Reduce -0.1% | 3,683,136 | $303.2M |
| Swiss National Bank | 0.17% | Reduce -4.7% | 3,092,200 | $254.5M |
| Wellington Management Group LLP | 0.05% | Reduce -1.4% | 2,984,209 | $245.7M |
| Ensign Peak Advisors, Inc | 0.43% | Reduce -4.8% | 2,928,531 | $241.1M |
| Federated Hermes, Inc. | 0.53% | Reduce -0.9% | 2,925,477 | $240.8M |
| Amundi | 0.08% | Add +11.4% | 2,780,137 | $230.8M |
| Pictet Asset Management Holding SA | 0.24% | Reduce -8.3% | 2,679,802 | $220.6M |
| Qube Research & Technologies Ltd | 0.35% | Add +430.1% | 2,634,793 | $216.9M |
| National Pension Service | 0.20% | Add +7.4% | 2,600,074 | $214.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Reduce -1.0% | 2,594,755 | $213.6M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.7% | 2,440,982 | $200.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.1% | 2,439,594 | $200.8M |
| LPL Financial LLC | 0.07% | Add +6.1% | 2,199,185 | $181.0M |
| Bank of Montreal | 0.09% | Add +2.8% | 2,153,528 | $177.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.06% | Reduce -0.4% | 2,075,518 | $170.9M |
| Rhumbline Advisers | 0.15% | Reduce -1.1% | 2,045,207 | $168.4M |
| HSBC Holdings PLC | 0.10% | Add +0.0% | 1,980,161 | $162.8M |
| Deutsche Bank AG | 0.06% | Reduce -3.4% | 1,876,274 | $154.5M |
| Barclays PLC | 0.07% | Reduce -22.0% | 1,799,838 | $148.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.14% | Add +6.5% | 1,715,968 | $141.3M |
| BNP Paribas Financial Markets | 0.11% | Add +25.9% | 1,705,772 | $140.4M |
| Synovus Financial Corp. | 1.78% | Reduce -44.7% | 1,700,776 | $140.0M |
| Confluence Investment Management LLC | 1.88% | Reduce -1.4% | 1,648,438 | $135.7M |
| Jennison Associates LLC | 0.08% | Reduce -1.5% | 1,538,512 | $126.7M |
| HighTower Advisors, LLC | 0.17% | Add +44.8% | 1,504,693 | $123.9M |
| Citigroup Inc. | 0.12% | Add +50.7% | 1,492,171 | $122.8M |
| Empower Advisory Group, LLC | 0.39% | Add +2.6% | 1,401,664 | $115.4M |
| Renaissance Technologies | 0.17% | Add +562.9% | 1,368,788 | $112.7M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -3.1% | 1,367,500 | $112.6M |
| Duff & Phelps Investment Management Co. | 1.35% | Reduce -14.7% | 1,365,574 | $112.4M |
| Principal Financial Group Inc. | 0.06% | Reduce -0.4% | 1,346,189 | $110.8M |
| California State Teachers Retirement System | 0.13% | Reduce -3.6% | 1,309,713 | $107.8M |
| Focus Partners Wealth | 0.28% | Add +30.2% | 1,299,832 | $107.0M |
| Zacks Investment Management | 0.98% | Reduce -10.0% | 1,284,501 | $105.7M |
| Russell Investments Group, Ltd. | 0.14% | Add +3.1% | 1,220,503 | $100.5M |
| New York State Common Retirement Fund | 0.13% | No change | 1,186,701 | $97.7M |
| Canada Pension Plan Investment Board | 0.09% | Reduce -35.0% | 1,141,302 | $94.0M |
| Cohen & Steers, Inc. | 0.17% | Reduce -29.0% | 1,116,096 | $91.9M |
| State Board of Administration of Florida Retirement System | 0.17% | Reduce -4.6% | 1,107,002 | $91.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -1.3% | 1,093,204 | $90.0M |
| Energy Income Partners, LLC | 1.80% | Add +214.1% | 1,066,197 | $87.8M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.1% | 1,058,825 | $87.2M |
| Natixis Advisors, LLC | 0.16% | Add +0.7% | 1,029,318 | $84.7M |
| Clark Capital Management Group, Inc. | 0.59% | Add +1.0% | 1,028,945 | $84.7M |
| Stifel Financial Corp. | 0.08% | Add +2.5% | 987,659 | $81.3M |
| Macquarie Group Ltd. | 0.10% | Reduce -1.2% | 998,275 | $78.7M |
| Mawer Investment Management Ltd. | 0.34% | Reduce -15.6% | 917,274 | $75.5M |
| Stonegate Investment Group, LLC | 2.01% | Add +1.0% | 915,908 | $75.4M |
| New York State Teachers Retirement System | 0.16% | Reduce -3.5% | 907,871 | $74.7M |
| Westwood Holdings Group Inc. | 0.57% | Add +1747.3% | 896,323 | $73.8M |
| Capital Advisors Inc. | 1.46% | Add +1.8% | 890,267 | $73.3M |
| National Bank of Canada | 0.09% | Reduce -5.2% | 885,993 | $73.0M |
| Korea Investment CORP | 0.16% | Add +4.2% | 844,558 | $69.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.15% | Reduce -6.3% | 791,614 | $65.2M |
| Welch Group, LLC | 2.90% | Reduce -0.7% | 780,346 | $64.3M |
| First Trust Advisors LP | 0.06% | Add +20.8% | 778,774 | $64.1M |
| 1832 Asset Management L.P. | 0.11% | Reduce -12.9% | 773,548 | $63.7M |
| Truist Financial Corp. | 0.10% | Add +3.6% | 766,953 | $63.1M |
| Old Republic International Corp. | 2.48% | No change | 766,000 | $63.1M |
| Mackenzie Financial Corp. | 0.08% | Reduce -0.2% | 730,489 | $60.1M |
| Victory Capital Management Inc. | 0.06% | Reduce -6.8% | 674,529 | $55.5M |
| Fort Washington Investment Advisors Inc. | 0.31% | New | 626,879 | $51.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.10% | — | 617,672 | $50.8M |
| Brandywine Global Investment Management, LLC | 0.37% | Add +89.4% | 607,903 | $50.0M |
| State of Wisconsin Investment Board | 0.13% | Reduce -3.0% | 605,646 | $49.9M |
| Prudential Financial Inc. | 0.07% | Reduce -14.6% | 599,533 | $49.4M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +68.3% | 598,700 | $49.3M |
| Chevy Chase Trust Holdings, LLC | 0.15% | Reduce -1.9% | 580,134 | $47.8M |
| Capital Investment Advisors, LLC | 0.97% | Add +1.4% | 576,435 | $47.5M |
| Vaughan David Investments LLC | 1.11% | Add +0.4% | 570,716 | $47.0M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -4.7% | 561,597 | $46.2M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +34.7% | 545,083 | $44.7M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.