SO

SOUTHERN CO/THE
USCUSIP 842587107
Institutional Owners
529
+56 QoQ
13F Value Held
$20.4B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)64 adding · 33 trimming
Insider net (180d)+$0
Price history not yet available for SO.

Top institutional holders

529 13F filers
#FundPosition valueSharesLast moveAs of
1VANGUARD CAPITAL MANAGEMENT LLC
$6.9B
71.54MNewQ1 2026
2STATE STREET CORP
$6.1B
62.98MAddedQ1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$2.5B
26.14MNewQ1 2026
4VANGUARD FIDUCIARY TRUST CO
$598.1M
6.20MNewQ1 2026
5Soroban Capital Partners LP
$229.3M
2.38MReducedQ1 2026
6Ensign Peak Advisors, Inc
$217.8M
2.26MReducedQ1 2026
7Empower Advisory Group, LLC
$152.8M
1.58MAddedQ1 2026
8Energy Income Partners, LLC
$140.4M
1.45MAddedQ1 2026
9CAPITAL ADVISORS INC/OK
$100.3M
1.04MAddedQ1 2026
10Portman Square Capital LLP
$95.2M
986.7KAddedQ1 2026
11STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
$92.7M
960.8KReducedQ1 2026
12CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
$71.9M
745.1KAddedQ1 2026
13Bank Julius Baer & Co. Ltd, Zurich
$71.0M
734.3KAddedQ1 2026
14Universal- Beteiligungs- und Servicegesellschaft mbH
$66.0M
686.9KAddedQ1 2026
15Investment Management Corp of Ontario
$56.7M
586.9KAddedQ1 2026
16Clark Capital Management Group, Inc.
$56.5M
585.0KReducedQ1 2026
17Magellan Asset Management Ltd
$52.7M
545.5KAddedQ1 2026
18CIBC Asset Management Inc
$49.0M
507.5KAddedQ1 2026
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$44.8M
466.3KReducedQ1 2026
20Sterling Capital Management LLC
$43.7M
452.7KAddedQ1 2026
21OpenArc Corporate Advisory, LLC
$43.6M
451.5KAddedQ1 2026
22PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
$43.1M
446.1KAddedQ1 2026
23Resona Asset Management Co.,Ltd.
$42.9M
444.1KAddedQ1 2026
24Calamos Advisors LLC
$40.6M
420.6KAddedQ1 2026
25Sanctuary Advisors, LLC
$38.9M
402.8KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
13
funds
Added
51
funds
Reduced
33
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

513 funds+509 since Q2 2022
0257513Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $18.3B

Funds that own SO also own

CompanyCo-held byCombined value
Microsoft CorporationMSFT503 funds$237.1B
GOOGLE INCGOOGL501 funds$147.2B
Jpmorgan Chase & CoJPM501 funds$79.0B
Apple Inc.AAPL500 funds$300.3B
AmazoncomAMZN499 funds$169.9B
Lilly Eli & CompanyLLY499 funds$66.2B
Nvidia CorporationNVDA498 funds$330.5B
Meta Platforms, Inc.META496 funds$102.8B
Visa Inc. Class AV496 funds$53.2B
Chevron CorporationCVX496 funds$48.5B
Broadcom LtdAVGO495 funds$119.6B
Johnson & JohnsonJNJ495 funds$63.1B

Ranked by how many of SO's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.