Security record · archived quarter
SO
The Southern Company · Utilities · Regulated Electric
13Tracked holders
—Δ holders
58.57MShares held
$4.54BReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 163 | -6 | 710.79M | $67.23B | +3 | −8 |
| Q1 2026 | 171 | +1 | 693.65M | $64.04B | +6 | −6 |
| Q4 2025 | 169 | -1 | 717.87M | $62.34B | +3 | −3 |
| Q3 2025 | 23 | +1 | 534.69M | $50.67B | +1 | −1 |
| Q2 2025 | 20 | 0 | 353.22M | $32.42B | +2 | −2 |
| Q1 2025 | 17 | +1 | 121.96M | $11.21B | +1 | — |
| Q4 2024 | 16 | 0 | 119.55M | $9.84B | +1 | −1 |
| Q3 2024 | 15 | +2 | 59.55M | $5.36B | +2 | — |
| Q2 2024 | 13 | — | 58.57M | $4.54B | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 23.45M | — | $1.81B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 23.45M | — | $1.81B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 19.33M | — | $1.50B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 19.33M | — | $1.50B | 0.2% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 19.33M | — | $1.50B | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 10.61M | — | $823.20M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 3.19M | — | $247.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 3.19M | — | $247.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 3.19M | — | $247.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 3.19M | — | $247.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 3.19M | — | $247.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 3.19M | — | $247.73M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 3.19M | — | $247.73M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 648.80K | — | $50.33M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 546.00K | — | $42.35M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 546.00K | — | $42.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 276.32K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 276.32K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 276.32K | — | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Millennium Management ✦ | 215.73K | — | $16.73M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Millennium Management ✦ | 215.73K | — | $16.73M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 142.86K | — | $11.08M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 142.86K | — | $11.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 102.77K | — | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Renaissance Technologies ✦ | 26.00K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baillie Gifford ✦ | 22.23K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 7.87K | — | $610,398 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 2.20K shares, $212 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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