The SouthernSO
13F holders, Q4 2025 (December 31)2,273holders +54
99new positions
142sold out
10famous investors
$87.25avg. 13F price*
At the end of Q4 2025, 2,273 institutions reported holding The Southern Co. (SO) in their 13F filings, up 54 from Q3 2025. 99 opened new positions and 142 sold out. The largest holders were Vanguard Group Inc. ($9.4B), BlackRock, Inc. ($7.7B) and JPMorgan Chase & Co. ($5.4B). 10 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $325.1M |
| Exits | 142 | $473.7M |
All 13F filers, Q3 2025 → Q4 2025: 43,176,750 shares bought and 46,957,578 shares sold, net −3,780,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,273 holders
| Vanguard Group Inc. | 0.14% | Add +1.5% | 108,057,413 | $9.4B |
| BlackRock, Inc. | 0.13% | Add +2.0% | 88,563,758 | $7.7B |
| JPMorgan Chase & Co. | 0.36% | Reduce -11.5% | 61,770,419 | $5.4B |
| State Street Corp. | 0.18% | Add +4.0% | 61,490,694 | $5.4B |
| Capital World Investors | 0.49% | Add +22.6% | 41,142,076 | $3.6B |
| T. Rowe Price Associates Inc. | 0.32% | Add +18.7% | 34,459,462 | $3.0B |
| Geode Capital Management, LLC | 0.15% | Add +1.4% | 27,259,125 | $2.4B |
| FMR LLC | 0.10% | Reduce -6.1% | 23,006,431 | $2.0B |
| Massachusetts Financial Services Co. | 0.46% | Reduce -17.7% | 16,300,985 | $1.4B |
| Franklin Resources Inc. | 0.33% | Add +9.9% | 15,340,744 | $1.3B |
| Morgan Stanley | 0.07% | Reduce -5.8% | 13,148,239 | $1.1B |
| Norges Bank | 0.12% | — | 12,745,981 | $1.1B |
| Capital International Investors | 0.15% | Reduce -42.8% | 11,244,052 | $980.6M |
| Northern Trust Corp. | 0.11% | Reduce -7.1% | 9,823,850 | $856.6M |
| Ameriprise Financial Inc. | 0.19% | Reduce -3.4% | 9,473,122 | $826.0M |
| Legal & General Group Plc | 0.16% | Reduce -1.3% | 8,424,835 | $734.6M |
| Bank of America Corp. | 0.05% | Reduce -7.5% | 7,988,382 | $696.6M |
| Royal Bank of Canada | 0.12% | Reduce -24.0% | 7,932,104 | $691.7M |
| Bank of New York Mellon Corp | 0.11% | Add +2.3% | 7,451,993 | $649.8M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.1% | 6,889,152 | $600.7M |
| Soroban Capital Partners LP | 4.22% | Add +43.4% | 6,093,608 | $577.5M |
| Invesco Ltd. | 0.04% | Add +5.6% | 5,356,827 | $467.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Reduce -10.6% | 5,119,605 | $446.4M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -15.2% | 5,013,630 | $437.2M |
| Nuveen, LLC | 0.10% | Add +2.1% | 4,573,702 | $398.8M |
| UBS Group AG | 0.08% | Reduce -9.6% | 4,521,140 | $394.2M |
| Barclays PLC | 0.15% | Add +26.3% | 4,391,064 | $382.9M |
| Pictet Asset Management Holding SA | 0.36% | Add +6.4% | 4,265,347 | $371.9M |
| Wells Fargo & Company | 0.07% | Add +1.5% | 4,010,506 | $349.7M |
| Wellington Management Group LLP | 0.06% | Add +21.4% | 3,701,098 | $322.7M |
| Raymond James Financial Inc. | 0.08% | Add +6.5% | 3,095,082 | $269.9M |
| LPL Financial LLC | 0.07% | Add +5.3% | 3,015,130 | $262.9M |
| Swiss National Bank | 0.16% | Reduce -4.8% | 3,014,500 | $262.9M |
| National Pension Service | 0.19% | Add +5.3% | 2,900,350 | $252.9M |
| California Public Employees Retirement System | 0.14% | Reduce -16.8% | 2,869,491 | $250.2M |
| Deutsche Bank AG | 0.08% | Add +42.2% | 2,764,048 | $241.0M |
| Ensign Peak Advisors, Inc | 0.40% | Reduce -6.5% | 2,587,960 | $225.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Reduce -4.4% | 2,587,127 | $225.6M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.8% | 2,572,103 | $224.3M |
| Squarepoint Ops LLC | 0.44% | Add +732.6% | 2,503,520 | $218.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.14% | Add +6.5% | 2,334,017 | $203.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +11.1% | 2,270,859 | $198.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.91% | Reduce -0.4% | 2,069,696 | $180.5M |
| Bank of Montreal | 0.07% | Add +3.6% | 1,985,086 | $173.1M |
| Rhumbline Advisers | 0.14% | Add +0.4% | 1,943,908 | $169.5M |
| Citigroup Inc. | 0.12% | Add +84.2% | 1,937,624 | $169.0M |
| HSBC Holdings PLC | 0.09% | Add +2.0% | 1,848,710 | $161.2M |
| Energy Income Partners, LLC | 2.83% | Add +40.5% | 1,790,325 | $156.1M |
| Federated Hermes, Inc. | 0.26% | Reduce -8.8% | 1,786,440 | $155.8M |
| Pinnacle Financial Partners, Inc. | 1.16% | — | 1,767,997 | $154.2M |
| Mawer Investment Management Ltd. | 0.86% | Add +121.5% | 1,767,773 | $154.1M |
| Amundi | 0.05% | Reduce -19.2% | 1,756,778 | $153.2M |
| Jennison Associates LLC | 0.08% | Reduce -10.3% | 1,596,263 | $139.2M |
| HighTower Advisors, LLC | 0.15% | Add +0.7% | 1,546,875 | $134.9M |
| Renaissance Technologies | 0.20% | New | 1,513,400 | $132.0M |
| Confluence Investment Management LLC | 1.94% | Reduce -4.1% | 1,485,576 | $129.5M |
| Principal Financial Group Inc. | 0.07% | Add +3.6% | 1,469,170 | $128.1M |
| Empower Advisory Group, LLC | 0.34% | Reduce -2.8% | 1,460,599 | $127.4M |
| BNP Paribas Financial Markets | 0.08% | Reduce -7.2% | 1,426,667 | $124.4M |
| Focus Partners Wealth | 0.14% | Add +10.0% | 1,415,446 | $123.5M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +0.5% | 1,372,368 | $119.8M |
| California State Teachers Retirement System | 0.11% | Reduce -0.4% | 1,316,633 | $114.8M |
| Russell Investments Group, Ltd. | 0.12% | Reduce -3.3% | 1,254,137 | $109.4M |
| Duff & Phelps Investment Management Co. | 1.22% | Add +7.5% | 1,238,217 | $108.0M |
| NewEdge Advisors, LLC | 0.37% | Add +396.6% | 1,165,694 | $101.6M |
| Alliancebernstein L.P. | 0.03% | Add +2.2% | 1,083,440 | $94.5M |
| Stifel Financial Corp. | 0.08% | Add +3.3% | 1,065,349 | $92.9M |
| New York State Common Retirement Fund | 0.12% | Reduce -1.2% | 1,051,575 | $91.7M |
| Zacks Investment Management | 0.72% | Reduce -1.0% | 1,047,291 | $91.3M |
| Natixis Advisors, LLC | 0.13% | Reduce -15.8% | 1,032,690 | $90.1M |
| Capital Advisors Inc. | 1.40% | Add +5.2% | 1,000,364 | $87.2M |
| Prudential Financial Inc. | 0.10% | Reduce -13.7% | 972,925 | $84.8M |
| State Board of Administration of Florida Retirement System | 0.15% | Reduce -3.5% | 964,856 | $84.1M |
| Truist Financial Corp. | 0.11% | Add +33.7% | 938,055 | $81.8M |
| Korea Investment CORP | 0.16% | Add +7.3% | 922,561 | $80.4M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -9.8% | 888,754 | $77.5M |
| Clark Capital Management Group, Inc. | 0.46% | Add +0.3% | 853,495 | $74.4M |
| Capital Research Global Investors | 0.01% | Add +0.1% | 825,154 | $72.0M |
| First Trust Advisors LP | 0.05% | Reduce -16.4% | 820,147 | $71.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.16% | Reduce -2.4% | 790,152 | $68.9M |
| New York State Teachers Retirement System | 0.13% | Reduce -2.0% | 782,470 | $68.2M |
| Welch Group, LLC | 2.62% | Add +0.9% | 779,260 | $68.0M |
| Cetera Investment Advisers | 0.07% | Add +7.2% | 765,126 | $66.7M |
| Macquarie Group Ltd. | 0.28% | Reduce -17.1% | 745,031 | $65.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.17% | Add +123.9% | 721,571 | $63.0M |
| Marshall Wace, LLP | 0.06% | Reduce -64.9% | 720,522 | $62.8M |
| Old Republic International Corp. | 2.51% | Reduce -7.7% | 711,900 | $62.1M |
| 1832 Asset Management L.P. | 0.08% | Reduce -7.6% | 705,063 | $61.5M |
| Qube Research & Technologies Ltd | 0.09% | Reduce -11.8% | 691,664 | $60.3M |
| Cohen & Steers, Inc. | 0.11% | Reduce -6.3% | 691,562 | $60.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +4.6% | 681,942 | $59.7M |
| Victory Capital Management Inc. | 0.03% | Reduce -0.0% | 672,802 | $58.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.09% | Reduce -2.1% | 655,810 | $57.0M |
| APG Asset Management N.V. | 0.16% | Reduce -34.4% | 754,785 | $56.0M |
| Capital Investment Advisors, LLC | 0.84% | Add +1.5% | 635,316 | $55.4M |
| National Bank of Canada | 0.06% | Add +164.5% | 634,117 | $55.3M |
| Fort Washington Investment Advisors Inc. | 0.29% | Add +1.8% | 628,228 | $54.8M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +3.4% | 623,651 | $54.4M |
| Vaughan David Investments LLC | 1.11% | Add +0.5% | 585,521 | $51.1M |
| Aventail Capital Group, LP | 2.93% | Reduce -15.3% | 583,673 | $50.9M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.