The SouthernSO
13F holders, Q2 2025 (June 30)2,183holders −23
101new positions
122sold out
8famous investors
$91.31avg. 13F price*
At the end of Q2 2025, 2,183 institutions reported holding The Southern Co. (SO) in their 13F filings, down 23 from Q1 2025. 101 opened new positions and 122 sold out. The largest holders were Vanguard Group Inc. ($9.7B), BlackRock, Inc. ($8.0B) and JPMorgan Chase & Co. ($6.3B). 8 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $956.6M |
| Exits | 122 | $221.7M |
All 13F filers, Q1 2025 → Q2 2025: 49,081,151 shares bought and 23,563,037 shares sold, net +25,518,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,183 holders
| Vanguard Group Inc. | 0.16% | Add +1.6% | 105,904,243 | $9.7B |
| BlackRock, Inc. | 0.15% | Add +3.4% | 87,174,120 | $8.0B |
| JPMorgan Chase & Co. | 0.44% | Add +8.5% | 68,964,026 | $6.3B |
| State Street Corp. | 0.20% | Add +1.2% | 59,116,535 | $5.4B |
| Geode Capital Management, LLC | 0.17% | Add +0.9% | 26,006,919 | $2.4B |
| Capital International Investors | 0.41% | Add +0.5% | 25,891,240 | $2.4B |
| FMR LLC | 0.13% | Reduce -14.8% | 24,741,464 | $2.3B |
| Massachusetts Financial Services Co. | 0.59% | Reduce -4.0% | 20,331,847 | $1.9B |
| T. Rowe Price Associates Inc. | 0.18% | Add +17.9% | 17,526,556 | $1.6B |
| Franklin Resources Inc. | 0.35% | Reduce -6.2% | 14,015,721 | $1.3B |
| Morgan Stanley | 0.08% | Add +5.4% | 12,861,163 | $1.2B |
| Norges Bank | 0.15% | Add +20.6% | 12,846,730 | $1.2B |
| Northern Trust Corp. | 0.13% | Reduce -3.0% | 10,585,833 | $972.1M |
| Ameriprise Financial Inc. | 0.22% | Add +5.0% | 9,753,110 | $895.6M |
| Royal Bank of Canada | 0.17% | Add +2.5% | 9,351,679 | $858.8M |
| Bank of America Corp. | 0.06% | Reduce -8.3% | 8,369,321 | $768.6M |
| Legal & General Group Plc | 0.19% | Reduce -2.0% | 8,246,984 | $757.3M |
| Capital World Investors | 0.11% | New | 7,981,421 | $732.9M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -1.4% | 7,238,446 | $664.7M |
| Bank of New York Mellon Corp | 0.12% | Reduce -4.5% | 7,143,812 | $656.0M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +1.3% | 6,768,667 | $621.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.12% | Add +35.4% | 6,440,323 | $591.4M |
| Nuveen, LLC | 0.13% | Reduce -7.3% | 5,144,135 | $472.4M |
| Invesco Ltd. | 0.08% | Add +2.4% | 5,099,967 | $468.3M |
| California Public Employees Retirement System | 0.25% | Reduce -14.7% | 4,197,343 | $385.4M |
| UBS Group AG | 0.08% | Reduce -12.9% | 4,171,860 | $383.1M |
| Soroban Capital Partners LP | 3.67% | Add +83.8% | 4,097,422 | $376.3M |
| Pictet Asset Management Holding SA | 0.37% | Add +9.0% | 3,976,531 | $365.2M |
| Wells Fargo & Company | 0.08% | Reduce -4.0% | 3,837,981 | $352.4M |
| Swiss National Bank | 0.18% | Add +7.4% | 3,320,200 | $304.9M |
| Wellington Management Group LLP | 0.05% | Add +0.4% | 3,050,380 | $280.1M |
| Marshall Wace, LLP | 0.33% | Reduce -18.1% | 3,020,895 | $277.4M |
| Ensign Peak Advisors, Inc | 0.47% | Add +2.5% | 3,007,951 | $276.2M |
| Raymond James Financial Inc. | 0.09% | Reduce -2.5% | 2,850,056 | $261.7M |
| Barclays PLC | 0.10% | Add +13.2% | 2,764,813 | $253.9M |
| National Pension Service | 0.21% | Reduce -2.7% | 2,706,225 | $248.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Add +1.3% | 2,651,091 | $243.4M |
| Jennison Associates LLC | 0.14% | Add +18.7% | 2,565,858 | $235.6M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.6% | 2,500,656 | $229.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -0.8% | 2,475,729 | $227.3M |
| LPL Financial LLC | 0.08% | Add +5.0% | 2,469,887 | $226.8M |
| Citadel Advisors | 0.19% | Reduce -2.9% | 2,364,908 | $217.2M |
| Federated Hermes, Inc. | 0.41% | Reduce -23.1% | 2,343,596 | $215.2M |
| Amundi | 0.07% | Add +36.6% | 2,340,475 | $213.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.03% | Add +1.4% | 2,120,654 | $194.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.15% | Add +8.4% | 2,111,001 | $193.9M |
| Deutsche Bank AG | 0.07% | Add +0.3% | 1,932,571 | $177.5M |
| Rhumbline Advisers | 0.15% | Reduce -2.1% | 1,922,888 | $176.6M |
| HSBC Holdings PLC | 0.11% | Reduce -1.2% | 1,801,472 | $165.1M |
| Synovus Financial Corp. | 1.90% | Reduce -10.4% | 1,691,153 | $155.3M |
| Bank of Montreal | 0.08% | Reduce -9.7% | 1,681,955 | $154.5M |
| Confluence Investment Management LLC | 2.05% | Reduce -1.5% | 1,579,454 | $145.0M |
| HighTower Advisors, LLC | 0.18% | Add +2.6% | 1,521,288 | $139.7M |
| Empower Advisory Group, LLC | 0.40% | Add +2.3% | 1,471,380 | $135.1M |
| Principal Financial Group Inc. | 0.07% | Add +6.3% | 1,425,255 | $130.9M |
| Duff & Phelps Investment Management Co. | 1.45% | Add +3.5% | 1,345,974 | $123.6M |
| California State Teachers Retirement System | 0.13% | Add +0.7% | 1,312,583 | $120.5M |
| Zacks Investment Management | 1.03% | Add +0.9% | 1,312,546 | $120.5M |
| Focus Partners Wealth | 0.26% | Add +0.9% | 1,283,955 | $117.9M |
| Energy Income Partners, LLC | 2.29% | Reduce -12.3% | 1,271,065 | $116.7M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +2.4% | 1,243,669 | $114.2M |
| ExodusPoint Capital Management, LP | 1.35% | Add +90.2% | 1,207,378 | $110.9M |
| Assenagon Asset Management S.A. | 0.17% | Add +71.4% | 1,200,624 | $110.3M |
| Point72 Asset Management | 0.27% | New | 1,197,502 | $110.0M |
| Natixis Advisors, LLC | 0.17% | Add +8.0% | 1,186,232 | $108.9M |
| Alliancebernstein L.P. | 0.04% | Add +7.1% | 1,168,862 | $107.3M |
| Prudential Financial Inc. | 0.14% | Add +92.2% | 1,164,431 | $106.9M |
| Russell Investments Group, Ltd. | 0.13% | Add +12.0% | 1,147,022 | $105.3M |
| New York State Common Retirement Fund | 0.14% | Reduce -0.1% | 1,138,774 | $104.6M |
| Cohen & Steers, Inc. | 0.19% | Add +0.0% | 1,118,326 | $102.7M |
| State Board of Administration of Florida Retirement System | 0.18% | Reduce -1.2% | 1,094,349 | $100.5M |
| Citigroup Inc. | 0.07% | Reduce -3.7% | 1,084,523 | $99.6M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -3.3% | 1,057,031 | $97.1M |
| Canada Pension Plan Investment Board | 0.08% | Add +1518.4% | 1,044,101 | $95.9M |
| Stifel Financial Corp. | 0.09% | Add +0.1% | 1,014,384 | $93.2M |
| Adage Capital Partners Gp, L.L.C. | 0.16% | Reduce -25.4% | 1,006,600 | $92.4M |
| APG Asset Management N.V. | 0.27% | Add +400.7% | 1,168,486 | $91.4M |
| BNP Paribas Financial Markets | 0.07% | Reduce -47.4% | 943,430 | $86.6M |
| Mizuho Markets Americas LLC | 2.83% | Add +324.4% | 933,700 | $85.7M |
| Capital Advisors Inc. | 1.53% | Add +1.9% | 928,504 | $85.3M |
| Macquarie Group Ltd. | 0.10% | Add +3.0% | 912,450 | $83.8M |
| Stonegate Investment Group, LLC | 2.06% | Add +1.2% | 890,861 | $81.8M |
| First Trust Advisors LP | 0.06% | Reduce -11.9% | 870,513 | $79.9M |
| Korea Investment CORP | 0.18% | Reduce -2.3% | 856,846 | $78.7M |
| Mawer Investment Management Ltd. | 0.39% | Reduce -5.6% | 836,480 | $76.8M |
| Clark Capital Management Group, Inc. | 0.53% | Reduce -19.4% | 832,086 | $76.4M |
| Capital Research Global Investors | 0.02% | Add +0.0% | 824,394 | $75.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.17% | Add +5.5% | 822,403 | $75.5M |
| Balyasny Asset Management L.P. | 0.17% | Add +790.6% | 811,737 | $74.5M |
| New York State Teachers Retirement System | 0.15% | Reduce -4.3% | 804,729 | $73.9M |
| Mackenzie Financial Corp. | 0.09% | Reduce -5.2% | 786,524 | $72.2M |
| Old Republic International Corp. | 2.78% | No change | 771,000 | $70.8M |
| Welch Group, LLC | 2.95% | Add +0.1% | 767,455 | $70.5M |
| Westwood Holdings Group Inc. | 0.50% | Reduce -13.7% | 750,229 | $68.9M |
| Truist Financial Corp. | 0.10% | Reduce -1.7% | 739,044 | $67.9M |
| Aventail Capital Group, LP | 2.81% | Add +485.2% | 688,765 | $63.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.11% | Add +0.2% | 672,387 | $61.7M |
| Victory Capital Management Inc. | 0.04% | Reduce -35.1% | 653,869 | $60.0M |
| Osaic Holdings, Inc. | 0.10% | Add +25.2% | 624,649 | $57.4M |
| 1832 Asset Management L.P. | 0.10% | Add +8.9% | 615,958 | $56.6M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.