SO Southern Company
Southern Company (SO) Institutional Ownership
What the institutions did with SO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Pictet Asset Management Holding SA | 3.8M | 6.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2.9M | 4.9% |
| DIMENSIONAL FUND ADVISORS LP | 2.8M | 4.6% |
| Sumitomo Mitsui Trust Group, Inc. | 2.4M | 4.0% |
| CITIGROUP INC | 2.4M | 3.9% |
| Assenagon Asset Management S.A. | 2.1M | 3.4% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1.8M | 3.1% |
| PRINCIPAL FINANCIAL GROUP INC | 1.3M | 2.2% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.3M | 2.2% |
| TRUIST FINANCIAL CORP | 930.5K | 1.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 815.1K | 1.3% |
| Welch Group, LLC | 798.7K | 1.3% |
| Bank Julius Baer & Co. Ltd, Zurich | 765.1K | 1.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 759.2K | 1.3% |
| Capital Investment Advisors, LLC | 686.2K | 1.1% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 660.6K | 1.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 651.2K | 1.1% |
| OLD REPUBLIC INTERNATIONAL CORP | 635.4K | 1.0% |
| Creative Planning | 595.6K | 1.0% |
| Asset Management One Co., Ltd. | 539.2K | 0.9% |
| OpenArc Corporate Advisory, LLC | 508.3K | 0.8% |
| CIBC Asset Management Inc | 492.6K | 0.8% |
| Cambridge Investment Research Advisors, Inc. | 483.1K | 0.8% |
| Sterling Capital Management LLC | 465.1K | 0.8% |
| MACKENZIE FINANCIAL CORP | 447.6K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Increased | 1.2M | 2.1M | +856.2K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 954.9K | 483.1K | -471.8K |
| Nexus Investment Management ULC | New | 0 | 434.2K | +434.2K |
| CAMBIAR INVESTORS LLC | New | 0 | 376.6K | +376.6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 2.8M | 2.9M | +173.0K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 1.5M | 1.3M | -129.7K |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | Sold Out | 93.5K | 0 | -93.5K |
| CITIGROUP INC | Reduced | 2.5M | 2.4M | -90.4K |
| MOODY LYNN LIEBERSON & WALKER, LLC | Reduced | 159.8K | 72.1K | -87.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 570.5K | 651.2K | +80.7K |
| DekaBank Deutsche Girozentrale | Increased | 184.5K | 262.7K | +78.2K |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | Reduced | 138.6K | 61.4K | -77.2K |
| OLD REPUBLIC INTERNATIONAL CORP | Reduced | 711.9K | 635.4K | -76.5K |
| Swiss Life Asset Management Ltd | Increased | 250.9K | 321.8K | +71.0K |
| State of Alaska, Department of Revenue | Increased | 110.5K | 178.5K | +68.0K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 2.5M | 2.4M | -62.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 874.0K | 815.1K | -58.9K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 1.4M | 1.3M | -55.5K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Increased | 1.8M | 1.8M | +51.7K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Increased | 343.6K | 392.7K | +49.1K |
| TRUIST FINANCIAL CORP | Reduced | 971.2K | 930.5K | -40.7K |
| Verdence Capital Advisors LLC | Increased | 25.6K | 63.7K | +38.1K |
| Capital Investment Advisors, LLC | Increased | 648.6K | 686.2K | +37.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.8M | 2.8M | +37.3K |
| First Fiduciary Investment Counsel, Inc. | Increased | 93.4K | 130.6K | +37.2K |
| MATHER GROUP, LLC. | Increased | 61.9K | 98.6K | +36.7K |
| IFM Investors Pty Ltd | Increased | 331.7K | 367.4K | +35.6K |
| BANQUE PICTET & CIE SA | New | 0 | 32.2K | +32.2K |
| Creative Planning | Reduced | 625.3K | 595.6K | -29.7K |
| NEOS Investment Management LLC | Increased | 180.2K | 209.8K | +29.6K |
| Global Wealth Management Investment Advisory, Inc. | Increased | 55.8K | 83.2K | +27.4K |
| Castle Rock Wealth Management, LLC | New | 0 | 25.8K | +25.8K |
| Schear Investment Advisers, LLC | New | 0 | 25.8K | +25.8K |
| M Holdings Securities, Inc. | New | 0 | 24.9K | +24.9K |
| Kestra Advisory Services, LLC | Increased | 329.0K | 353.6K | +24.6K |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 121.6K | 97.8K | -23.8K |
| Bell Bank | Reduced | 140.1K | 116.9K | -23.2K |
| OmniStar Financial Group, Inc. | Reduced | 41.9K | 18.8K | -23.1K |
| ABN AMRO INVESTMENT SOLUTIONS | Increased | 77.8K | 100.4K | +22.6K |
| Atria Investments, Inc | Increased | 113.5K | 135.7K | +22.2K |
| CenterBook Partners LP | New | 0 | 21.8K | +21.8K |
| Ascentis Independent Advisors | Increased | 635 | 22.3K | +21.6K |
| Baugh & Associates, LLC | Increased | 51.7K | 72.7K | +21.0K |
| Rakuten Investment Management, Inc. | Increased | 184.4K | 205.0K | +20.6K |
| Y-Intercept (Hong Kong) Ltd | Increased | 2.6K | 22.8K | +20.2K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 779.4K | 759.2K | -20.2K |
| XPONANCE LLC | Increased | 202.9K | 222.8K | +19.9K |
| Center for Wealth Management Advisory | New | 0 | 19.9K | +19.9K |
| Stenger Family Office, LLC | New | 0 | 19.7K | +19.7K |
| Sterling Capital Management LLC | Reduced | 484.7K | 465.1K | -19.6K |
| Pictet Asset Management Holding SA | Increased | 3.8M | 3.8M | +19.2K |
| UniSuper Management Pty Ltd | Increased | 122.2K | 141.3K | +19.1K |
| Bank Julius Baer & Co. Ltd, Zurich | Increased | 746.1K | 765.1K | +19.0K |
| Visionary Wealth Advisors | Increased | 112.1K | 131.1K | +19.0K |
| RVW Wealth, LLC | New | 0 | 18.6K | +18.6K |
| Teza Capital Management LLC | New | 0 | 18.1K | +18.1K |
| Wellington Shields & Co., LLC | Sold Out | 18.1K | 0 | -18.1K |
| CHEMUNG CANAL TRUST CO | Reduced | 30.0K | 12.0K | -18.0K |
| Vontobel Holding Ltd. | Increased | 21.2K | 38.4K | +17.2K |
| STRS OHIO | Reduced | 260.2K | 243.1K | -17.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.