The SouthernSO
13F holders, Q1 2025 (March 31)2,206holders +84
200new positions
103sold out
8famous investors
$91.92avg. 13F price*
At the end of Q1 2025, 2,206 institutions reported holding The Southern Co. (SO) in their 13F filings, up 84 from Q4 2024. 200 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($9.6B), BlackRock, Inc. ($7.8B) and JPMorgan Chase & Co. ($5.8B). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 200 | $502.8M |
| Exits | 103 | $129.2M |
All 13F filers, Q4 2024 → Q1 2025: 39,140,805 shares bought and 34,513,548 shares sold, net +4,627,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,206 holders
| Vanguard Group Inc. | 0.17% | Add +1.4% | 104,210,177 | $9.6B |
| BlackRock, Inc. | 0.16% | Add +0.7% | 84,350,869 | $7.8B |
| JPMorgan Chase & Co. | 0.45% | Add +13.9% | 63,584,936 | $5.8B |
| State Street Corp. | 0.22% | Add +1.3% | 58,398,523 | $5.4B |
| FMR LLC | 0.17% | Add +2.9% | 29,021,953 | $2.7B |
| Capital International Investors | 0.47% | Reduce -5.4% | 25,771,200 | $2.4B |
| Geode Capital Management, LLC | 0.19% | Add +2.9% | 25,765,347 | $2.4B |
| Massachusetts Financial Services Co. | 0.65% | Reduce -3.4% | 21,178,566 | $1.9B |
| Franklin Resources Inc. | 0.40% | Add +6.0% | 14,945,715 | $1.4B |
| T. Rowe Price Associates Inc. | 0.17% | Reduce -6.4% | 14,866,776 | $1.4B |
| Morgan Stanley | 0.08% | Add +6.2% | 12,205,990 | $1.1B |
| Northern Trust Corp. | 0.15% | Add +1.0% | 10,912,663 | $1.0B |
| Norges Bank | 0.14% | Add +3.4% | 10,654,855 | $979.7M |
| Ameriprise Financial Inc. | 0.23% | Add +0.3% | 9,292,773 | $854.5M |
| Bank of America Corp. | 0.07% | Add +26.8% | 9,125,702 | $839.1M |
| Royal Bank of Canada | 0.19% | Add +7.6% | 9,121,715 | $838.7M |
| Legal & General Group Plc | 0.21% | Add +1.3% | 8,418,784 | $774.1M |
| Bank of New York Mellon Corp | 0.14% | Reduce -2.0% | 7,477,731 | $687.6M |
| Goldman Sachs Group Inc. | 0.13% | Reduce -12.9% | 7,342,797 | $675.2M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +1.2% | 6,680,776 | $614.3M |
| Nuveen, LLC | 0.16% | — | 5,548,980 | $510.2M |
| Invesco Ltd. | 0.09% | Reduce -6.5% | 4,979,444 | $457.9M |
| California Public Employees Retirement System | 0.32% | Reduce -1.8% | 4,918,168 | $452.2M |
| UBS Group AG | 0.10% | Reduce -10.7% | 4,790,415 | $440.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Reduce -8.7% | 4,756,701 | $437.4M |
| Wells Fargo & Company | 0.09% | Add +8.5% | 3,997,628 | $367.6M |
| Marshall Wace, LLP | 0.46% | Reduce -14.7% | 3,688,437 | $339.2M |
| Pictet Asset Management Holding SA | 0.37% | Add +36.1% | 3,646,793 | $335.3M |
| Swiss National Bank | 0.20% | Reduce -0.1% | 3,090,300 | $284.2M |
| Federated Hermes, Inc. | 0.60% | Add +4.1% | 3,046,293 | $280.1M |
| Wellington Management Group LLP | 0.05% | Add +1.8% | 3,039,033 | $279.4M |
| Ensign Peak Advisors, Inc | 0.52% | Add +0.2% | 2,935,610 | $269.9M |
| Raymond James Financial Inc. | 0.10% | Reduce -23.7% | 2,923,072 | $268.8M |
| National Pension Service | 0.25% | Add +6.9% | 2,780,525 | $255.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.17% | Add +0.9% | 2,617,558 | $240.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +2.3% | 2,496,532 | $229.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +1.9% | 2,486,295 | $228.6M |
| Barclays PLC | 0.10% | Add +35.7% | 2,443,162 | $224.6M |
| Citadel Advisors | 0.22% | Add +974.0% | 2,435,559 | $223.9M |
| LPL Financial LLC | 0.08% | Add +6.9% | 2,351,902 | $216.3M |
| Soroban Capital Partners LP | 2.89% | New | 2,229,510 | $205.0M |
| Qube Research & Technologies Ltd | 0.31% | Reduce -17.4% | 2,176,163 | $200.1M |
| Jennison Associates LLC | 0.14% | Add +40.5% | 2,161,929 | $198.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.13% | Add +0.7% | 2,090,750 | $192.2M |
| Rhumbline Advisers | 0.17% | Reduce -3.9% | 1,965,098 | $180.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.16% | Add +13.5% | 1,946,904 | $179.0M |
| Deutsche Bank AG | 0.07% | Add +2.7% | 1,926,456 | $177.1M |
| Synovus Financial Corp. | 2.25% | Add +10.9% | 1,886,882 | $173.5M |
| Bank of Montreal | 0.09% | Reduce -13.5% | 1,863,330 | $171.3M |
| HSBC Holdings PLC | 0.11% | Reduce -7.9% | 1,823,923 | $167.5M |
| BNP Paribas Financial Markets | 0.13% | Add +5.2% | 1,794,967 | $165.0M |
| Amundi | 0.06% | Reduce -38.4% | 1,712,696 | $158.5M |
| Confluence Investment Management LLC | 2.12% | Reduce -2.7% | 1,603,734 | $147.5M |
| HighTower Advisors, LLC | 0.19% | Reduce -1.5% | 1,482,393 | $136.3M |
| Energy Income Partners, LLC | 2.55% | Add +35.9% | 1,448,826 | $133.2M |
| Empower Advisory Group, LLC | 0.43% | Add +2.7% | 1,439,072 | $132.3M |
| Adage Capital Partners Gp, L.L.C. | 0.23% | Add +125.3% | 1,349,200 | $124.1M |
| Principal Financial Group Inc. | 0.07% | Reduce -0.4% | 1,340,829 | $123.3M |
| California State Teachers Retirement System | 0.15% | Reduce -0.4% | 1,304,099 | $119.9M |
| Duff & Phelps Investment Management Co. | 1.40% | Reduce -4.7% | 1,300,886 | $119.6M |
| Zacks Investment Management | 1.12% | Add +1.3% | 1,300,702 | $119.6M |
| Focus Partners Wealth | 0.29% | Reduce -2.1% | 1,272,255 | $117.0M |
| Manufacturers Life Insurance Company, The | 0.11% | Reduce -11.2% | 1,214,610 | $111.7M |
| New York State Common Retirement Fund | 0.15% | Reduce -3.9% | 1,140,278 | $104.8M |
| Citigroup Inc. | 0.08% | Reduce -24.5% | 1,126,334 | $103.6M |
| Cohen & Steers, Inc. | 0.19% | Add +0.2% | 1,117,826 | $102.8M |
| State Board of Administration of Florida Retirement System | 0.20% | Add +0.0% | 1,107,432 | $101.8M |
| Natixis Advisors, LLC | 0.19% | Add +6.7% | 1,097,935 | $101.0M |
| Commonwealth Equity Services, LLC | 0.14% | Add +3.2% | 1,092,554 | $100.5M |
| Alliancebernstein L.P. | 0.04% | Reduce -0.2% | 1,091,075 | $100.3M |
| Clark Capital Management Group, Inc. | 0.68% | Add +0.3% | 1,031,949 | $94.9M |
| Russell Investments Group, Ltd. | 0.13% | Reduce -16.1% | 1,024,359 | $94.2M |
| Stifel Financial Corp. | 0.10% | Add +2.6% | 1,013,857 | $93.2M |
| Victory Capital Management Inc. | 0.10% | Add +49.3% | 1,007,075 | $92.6M |
| First Trust Advisors LP | 0.08% | Add +26.9% | 988,455 | $90.9M |
| Capital Advisors Inc. | 1.67% | Add +2.4% | 911,626 | $83.8M |
| Macquarie Group Ltd. | 0.10% | Reduce -11.2% | 886,046 | $81.5M |
| Mawer Investment Management Ltd. | 0.39% | Reduce -3.4% | 885,691 | $81.4M |
| Stonegate Investment Group, LLC | 2.17% | Reduce -3.9% | 880,281 | $80.9M |
| Korea Investment CORP | 0.20% | Add +3.9% | 877,094 | $80.6M |
| Westwood Holdings Group Inc. | 0.61% | Reduce -3.0% | 869,272 | $79.9M |
| New York State Teachers Retirement System | 0.18% | Reduce -7.4% | 840,874 | $77.3M |
| Mackenzie Financial Corp. | 0.11% | Add +13.5% | 829,357 | $76.3M |
| Capital Research Global Investors | 0.02% | Add +1092.2% | 824,113 | $75.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.19% | Reduce -1.5% | 779,872 | $71.7M |
| Old Republic International Corp. | 2.75% | Add +0.7% | 771,000 | $70.9M |
| Welch Group, LLC | 3.07% | Reduce -1.8% | 766,450 | $69.8M |
| Truist Financial Corp. | 0.11% | Reduce -2.0% | 751,768 | $69.1M |
| Assenagon Asset Management S.A. | 0.11% | Add +2780.2% | 700,628 | $64.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.13% | Add +8.7% | 671,174 | $61.7M |
| Fort Washington Investment Advisors Inc. | 0.38% | Add +6.0% | 664,703 | $61.1M |
| ExodusPoint Capital Management, LP | 0.77% | New | 634,653 | $58.4M |
| State of Wisconsin Investment Board | 0.15% | Add +1.6% | 615,183 | $56.6M |
| Schroder Investment Management Group | 0.06% | Add +23.0% | 616,796 | $56.2M |
| Prudential Financial Inc. | 0.08% | Add +1.0% | 605,758 | $55.7M |
| Capital Investment Advisors, LLC | 1.07% | Add +2.9% | 592,879 | $54.5M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +3.3% | 580,263 | $53.4M |
| Chevy Chase Trust Holdings, LLC | 0.17% | Reduce -0.2% | 578,795 | $53.2M |
| Vaughan David Investments LLC | 1.24% | Add +1.4% | 578,469 | $53.2M |
| Cetera Investment Advisers | 0.10% | Add +7.1% | 575,956 | $53.0M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.