The Southern Company (SO)
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.
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
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
SO on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Utilities average
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.