Who owns Southern Company?
- Ticker: SO
- CUSIP Number: 842587107
Tip: Access positions for across all investors
Analyze quarterly positions in Southern Company with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Southern Company stock
Who bought or sold Southern Company this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 108M | $9.4B | 2% | Dec 2025 |
|
| BlackRock | 90M | $8.7B | 2% | Mar 2026 |
|
| Vanguard Capital Management | 72M | $6.9B | 100% | Mar 2026 |
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| State Street Corporation | 62M | $5.4B | 4% | Dec 2025 |
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| Capital World Investors | 56M | $5.4B | 37% | Mar 2026 |
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| Geode Capital Management | 28M | $2.8B | 4% | Mar 2026 |
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| Vanguard Portfolio Management | 26M | $2.5B | 100% | Mar 2026 |
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| FMR | 23M | $2.0B | -6% | Dec 2025 |
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| Franklin Resources | 17M | $1.6B | 10% | Mar 2026 |
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| Massachusetts Financial Services | 16M | $1.4B | -18% | Dec 2025 |
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| Morgan Stanley | 13M | $1.2B | -2% | Mar 2026 |
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| Northern Trust | 9.8M | $857M | -7% | Dec 2025 |
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| Ameriprise Financial | 9.4M | $911M | 0% | Mar 2026 |
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| Royal Bank of Canada | 8.8M | $845M | -16% | Mar 2026 |
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| Bank of America Corporation | 8.4M | $809M | 100% | Mar 2026 |
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| Legal & General Group | 7.8M | $758M | -7% | Mar 2026 |
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| Bank of New York Mellon | 7.3M | $703M | -2% | Mar 2026 |
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| Charles Schwab Investment Management | 6.9M | $601M | 1% | Dec 2025 |
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| Vanguard Fiduciary Trust | 6.2M | $598M | 100% | Mar 2026 |
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| Goldman Sachs Group | 6.2M | $595M | 23% | Mar 2026 |
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| Invesco | 5.5M | $535M | 3% | Mar 2026 |
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| Ubs Global Asset Management Americas | 5.2M | $499M | 1% | Mar 2026 |
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| Wells Fargo & Company | 4.5M | $430M | 11% | Mar 2026 |
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| Barclays | 4.4M | $383M | 26% | Dec 2025 |
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| UBS Group | 4.3M | $417M | -8% | Mar 2026 |
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| Pictet Asset Management Holding SA | 4.2M | $409M | -1% | Mar 2026 |
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| Nuveen | 3.9M | $376M | -15% | Mar 2026 |
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| Wellington Management Company | 3.7M | $323M | 21% | Dec 2025 |
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| Mawer Investment Management | 3.4M | $330M | 94% | Mar 2026 |
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| Amundi | 3.3M | $321M | 89% | Mar 2026 |
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| Swiss National Bank | 3.2M | $312M | 7% | Mar 2026 |
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| Raymond James Financial | 3.1M | $270M | 7% | Dec 2025 |
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| LPL Financial | 3.1M | $296M | 2% | Mar 2026 |
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| National Pension Service | 2.9M | $278M | -1% | Mar 2026 |
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| Dimensional Fund Advisors | 2.7M | $256M | 3% | Mar 2026 |
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| Capital Research Global Investors | 2.6M | $252M | 217% | Mar 2026 |
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| Citigroup | 2.6M | $252M | 100% | Mar 2026 |
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| Mitsubishi UFJ Asset Management | 2.5M | $241M | 7% | Mar 2026 |
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| Envestnet Asset Management | 2.4M | $236M | 8% | Mar 2026 |
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| Sumitomo Mitsui Trust Holdings | 2.4M | $236M | -6% | Mar 2026 |
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| Vanguard Global Advisers | 2.4M | $233M | 100% | Mar 2026 |
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| Soroban Capital Partners | 2.4M | $229M | -61% | Mar 2026 |
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| Susquehanna International | 2.3M | $197M | 8% | Dec 2025 |
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| Ensign Peak Advisors | 2.3M | $218M | -13% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 2.1M | $204M | -23% | Mar 2026 |
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| CalPERS | 2.1M | $203M | -27% | Mar 2026 |
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| Vanguard Asset Management | 2.1M | $200M | 100% | Mar 2026 |
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| Citadel Advisors | 2.0M | $193M | 34% | Mar 2026 |
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| Commonwealth of Pennsylvania | 2.0M | $189M | -6% | Mar 2026 |
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| Jennison Associates | 1.9M | $186M | 21% | Mar 2026 |
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| Rhumbline Advisers | 1.9M | $186M | -1% | Mar 2026 |
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| Hsbc Holdings | 1.9M | $183M | 2% | Mar 2026 |
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| Federated Investors | 1.9M | $182M | 6% | Mar 2026 |
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| Pinnacle Financial Partners | 1.8M | $154M | 100% | Dec 2025 |
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| Bank Of Montreal | 1.7M | $166M | 100% | Mar 2026 |
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| Energy Income Partners | 1.7M | $166M | -4% | Mar 2026 |
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| Henderson Group | 1.7M | $165M | 1795% | Mar 2026 |
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| Squarepoint Ops | 1.6M | $155M | -43% | Mar 2026 |
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| Prudential Financial | 1.6M | $154M | 63% | Mar 2026 |
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| HighTower Advisors | 1.5M | $146M | -2% | Mar 2026 |
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| Renaissance Technologies | 1.5M | $132M | 100% | Dec 2025 |
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| Empower Advisory Group | 1.5M | $127M | -3% | Dec 2025 |
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| Principal Financial Group | 1.4M | $140M | -2% | Mar 2026 |
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| Confluence Investment Management | 1.4M | $137M | -4% | Mar 2026 |
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| Colony | 1.4M | $124M | 10% | Dec 2025 |
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| Manufacturers Life Insurance Company | 1.4M | $134M | 1% | Mar 2026 |
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| Capital Research and Management Company - Division 3 | 1.4M | $134M | -88% | Mar 2026 |
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| California State Teachers Retirement System | 1.3M | $123M | -3% | Mar 2026 |
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| Natixis Asset Management Advisors | 1.1M | $111M | 11% | Mar 2026 |
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| Russell Investments | 1.1M | $109M | -10% | Mar 2026 |
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| Duff & Phelps Investment Management | 1.1M | $104M | -13% | Mar 2026 |
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| Vanguard Investments Australia | 1.1M | $103M | 100% | Mar 2026 |
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| Stifel Financial | 1.1M | $102M | -1% | Mar 2026 |
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| New York State Common Retirement Fund | 1.1M | $102M | 0% | Mar 2026 |
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| Alliancebernstein | 1.0M | $91M | -4% | Mar 2026 |
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| Capital Advisors | 1.0M | $100M | 4% | Mar 2026 |
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| Goss Wealth Management | 1.0M | $100M | -11% | Mar 2026 |
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| Zacks Investment Management | 1.0M | $100M | -1% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 1.0M | $100M | -27% | Mar 2026 |
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| Portman Square Capital | 1.0M | $100M | 3% | Mar 2026 |
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| Branch Banking & Trust Company | 971k | $94M | 4% | Mar 2026 |
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| Jane Street | 967k | $93M | 60% | Mar 2026 |
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| Florida State Board of Administration | 961k | $93M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 891k | $86M | 0% | Mar 2026 |
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| New York State Teachers Retirement System | 865k | $84M | 11% | Mar 2026 |
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| Clark Capital Management Group | 854k | $74M | 0% | Dec 2025 |
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| Korea Investment Corporation | 840k | $81M | -9% | Mar 2026 |
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| Cetera Investment Advisers | 799k | $77M | 4% | Mar 2026 |
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| Mitsubishi UFJ Trust & Banking Corp | 794k | $77M | 1% | Mar 2026 |
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| Welch Group | 783k | $76M | 0% | Mar 2026 |
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| Qube Research & Technologies | 768k | $67M | -7% | Dec 2025 |
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| APG All Pensions Group NV | 745k | $62M | -1% | Mar 2026 |
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| Macquarie Group | 745k | $65M | -17% | Dec 2025 |
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| First Trust Advisors | 743k | $72M | -9% | Mar 2026 |
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| Bluefin Capital Management | 735k | $5.6M | 100% | Dec 2025 |
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| Bank Julius Baer & Co. Ltd, Zurich | 734k | $71M | 2% | Mar 2026 |
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| Marshall Wace | 722k | $63M | -65% | Dec 2025 |
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| Old Republic International | 712k | $69M | 0% | Mar 2026 |
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| Goodman & Company, Investment Counsel | 705k | $62M | -8% | Dec 2025 |
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| Cohen & Steers Capital Management | 692k | $60M | -6% | Dec 2025 |
|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 687k | $66M | 5% | Mar 2026 |
|
| Capital Fund Management | 683k | $66M | 71% | Mar 2026 |
|
| Victory Capital Management | 673k | $59M | 0% | Dec 2025 |
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| Fort Washington Investment Advisors | 652k | $63M | 4% | Mar 2026 |
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| Capital Investment Advisors | 640k | $62M | 1% | Mar 2026 |
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| National Bank Of Canada /fi/ | 634k | $55M | 164% | Dec 2025 |
|
| Great-West Life Assurance Company | 624k | $54M | 3% | Dec 2025 |
|
| Assenagon Asset Management | 609k | $59M | 686% | Mar 2026 |
|
| Sterling Capital Management | 600k | $58M | 16% | Mar 2026 |
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| Creative Planning | 590k | $57M | 23% | Mar 2026 |
|
| Investment Management Corp of Ontario | 587k | $57M | 518% | Mar 2026 |
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| David Vaughan Investments | 581k | $56M | -1% | Mar 2026 |
|
| State of Wisconsin Investment Board | 570k | $50M | -1% | Dec 2025 |
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| Advisor Group Holdings | 561k | $49M | -12% | Dec 2025 |
|
| Pnc Financial Services | 547k | $53M | 7% | Mar 2026 |
|
| DnB NOR Asset Management AS | 547k | $53M | 13% | Mar 2026 |
|
| Chevy Chase Trust Holdings | 546k | $53M | -3% | Mar 2026 |
|
| Magellan Asset Management | 546k | $53M | 21% | Mar 2026 |
|
| Millennium Management | 536k | $52M | 100% | Mar 2026 |
|
| Sei Investments | 534k | $52M | 28% | Mar 2026 |
|
| Diam | 518k | $50M | 0% | Mar 2026 |
|
| CIBC Global Asset Management | 508k | $49M | 2% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 477k | $46M | 4% | Mar 2026 |
|
| Zurich Insurance Group Ltd/FI | 475k | $46M | 100% | Mar 2026 |
|
| Treasurer of the State of North Carolina | 462k | $40M | -7% | Dec 2025 |
|
| Quantinno Capital Management | 460k | $44M | 35% | Mar 2026 |
|
| Mariner Wealth Advisors | 454k | $44M | 4% | Mar 2026 |
|
| OpenArc Corporate Advisory | 452k | $44M | 100% | Mar 2026 |
|
| Edgar Lomax Company | 448k | $43M | 86% | Mar 2026 |
|
| Van Eck Associates Corp. | 446k | $39M | 6% | Dec 2025 |
|
| Ohio Pers | 445k | $39M | 1% | Dec 2025 |
|
| Resona Asset Management | 444k | $43M | 2% | Mar 2026 |
|
| Standard Life Aberdeen | 441k | $43M | 2% | Mar 2026 |
|
| Calamos Advisors | 421k | $41M | 114% | Mar 2026 |
|
| Us Bancorp | 420k | $37M | 0% | Dec 2025 |
|
| TD Asset Management | 418k | $40M | 3% | Mar 2026 |
|
| Nomura Asset Management | 418k | $40M | 4% | Mar 2026 |
|
| Sanctuary Advisors | 403k | $39M | 9% | Mar 2026 |
|
| Mackenzie Financial | 399k | $39M | 93% | Mar 2026 |
|
| Gabelli Funds | 398k | $35M | -1% | Dec 2025 |
|
| Capital International | 393k | $38M | -25% | Mar 2026 |
|
| Cahaba Wealth Management | 390k | $38M | 15% | Mar 2026 |
|
| EP Wealth Advisors | 385k | $37M | -1% | Mar 2026 |
|
| Janney Montgomery Scott | 384k | $37M | 3% | Mar 2026 |
|
| Aptus Capital Advisors | 381k | $37M | -3% | Mar 2026 |
|
| AQR Capital Management | 381k | $37M | 61% | Mar 2026 |
|
| Worldquant Millennium Quantitative Strategies | 377k | $36M | 6% | Mar 2026 |
|
| State of New Jersey Common Pension Fund D | 376k | $36M | 0% | Mar 2026 |
|
| Allspring Global Investments Holdings | 370k | $36M | 1% | Mar 2026 |
|
| Southern Financial Group | 368k | $36M | -1% | Mar 2026 |
|
| D. E. Shaw & Co | 360k | $35M | -8% | Mar 2026 |
|
| Mml Investors Services | 351k | $34M | -9% | Mar 2026 |
|
| Toronto-Dominion Bank | 351k | $31M | -18% | Mar 2026 |
|
| Schroder Investment Management Group | 332k | $29M | -48% | Dec 2025 |
|
| Bollard | 322k | $28M | -29% | Dec 2025 |
|
| Aventail Capital Group | 319k | $31M | -45% | Mar 2026 |
|
| Eventide Asset Management | 111k | $9.7M | -73% | Dec 2025 |
|
| Credit Agricole | 51k | $4.9M | -87% | Mar 2026 |
|
| Donaldson Capital Management | 26k | $2.5M | -95% | Mar 2026 |
|
Who sold out of Southern Company?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 70M | $6.6B |
| Belvedere Trading | Dec 2025 | 41M | $3.6B |
| Norges Bank Investment Management | Dec 2025 | 13M | $1.1B |
| Wealth Enhancement Advisory Services | Dec 2025 | 682k | $60M |
| ExodusPoint Capital Management | Dec 2025 | 577k | $50M |
| Forsta Ap-fonden | Dec 2025 | 415k | $36M |