Stocklore

The Southern Company (SO)

Utilities · US stock

What changed in recent filings

  • Retail segment 74% → 68%Sep 30, 2024 → Jun 30, 2026
  • Institutions — 4 new · 1 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding The Southern Company

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 12019 Q2 · 02019 Q3 · 12019 Q4 · 02020 Q1 · 12020 Q2 · 32020 Q3 · 02020 Q4 · 12021 Q1 · 12021 Q2 · 22021 Q3 · 22021 Q4 · 22022 Q1 · 22022 Q2 · 22022 Q3 · 22022 Q4 · 22023 Q1 · 22023 Q2 · 12023 Q3 · 22023 Q4 · 22024 Q1 · 32024 Q2 · 22024 Q3 · 22024 Q4 · 32025 Q1 · 12025 Q2 · 22025 Q3 · 22025 Q4 · 32026 Q1 · 22026 Q2 · 6
19 Q122 Q326 Q2

2019 Q1: 1 → 2026 Q2: 6 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold The Southern Company

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.01% of portfolio · since 2024 Q1
  • Bridgewater Associates0.01% of portfolio · since 2025 Q4
  • Caisse de depot (Quebec)under 0.01% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.18% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.71% of portfolio · held as of 2026 Q2 or earlier
  • GQG Partners0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Southern is one of the largest utilities in the US. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 46 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the US and sells the electricity primarily under long-term contracts.

What is the Utilities sector?

Power, gas, and water. A regulated industry with stable dividends.

The Southern Company is classified under the Utilities sector. See peers below.

SO segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Jun '25Jun '26
Retail 68%Natural gas 14%Wholesale Electric 10%Other products and services 5%Other Electric Revenue 3%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding The Southern Company

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLUState Street(R) Utilities Select Sector SPDR(R) ETF
7.60%
JEPIJPMorgan Equity Premium Income ETF
0.82%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.44%
VTVVANGUARD VALUE INDEX FUND
0.40%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
SPY
0.17%
VOOVANGUARD 500 INDEX FUND
0.17%
IVViShares Core S&P 500 ETF
0.17%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.15%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.15%

SO on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Utilities average
See full SO analysis →

Peers · Utilities

SO FAQ

What is The Southern Company (SO)?

Southern is one of the largest utilities in the US. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 46 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the US and sells the electricity primarily under long-term contracts.

What sector is The Southern Company in?

The Southern Company is classified under Utilities. Power, gas, and water. A regulated industry with stable dividends.

Where can I analyze The Southern Company (SO) stock?

On Stocklore you can see SO's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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