Security record · archived quarter
SO
The Southern Company · Utilities · Regulated Electric
16Tracked holders
0Δ holders
119.55MShares held
$9.84BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 57.65M | — | $4.75B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 57.65M | — | $4.75B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 25.05M | +2.2% | $2.06B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 25.05M | +2.2% | $2.06B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 15.88M | -11.9% | $1.31B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 15.88M | -11.9% | $1.31B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 15.88M | -11.9% | $1.31B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 10.30M | -5.3% | $848.02M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Marshall Wace ✦ | 4.32M | +325.7% | $355.86M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 10 | Marshall Wace ✦ | 4.32M | +325.7% | $355.86M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 4.32M | +325.7% | $355.86M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 4.32M | +325.7% | $355.86M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 2.98M | -1.4% | $245.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 2.98M | -1.4% | $245.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 2.98M | -1.4% | $245.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 2.98M | -1.4% | $245.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 2.98M | -1.4% | $245.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 2.98M | -1.4% | $245.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 1.37M | +562.9% | $112.68M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 598.70K | +68.3% | $49.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 470.15K | +58.9% | $38.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 470.15K | +58.9% | $38.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 267.88K | +57.3% | $22.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 267.88K | +57.3% | $22.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 267.88K | +57.3% | $22.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 267.88K | +57.3% | $22.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 226.78K | -68.2% | $18.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 226.78K | -68.2% | $18.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 208.52K | +371.0% | $17.17M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 30 | Fisher Asset Management ✦ | 114.29K | +5.5% | $9.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Millennium Management ✦ | 75.46K | +63.8% | $6.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Millennium Management ✦ | 75.46K | +63.8% | $6.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baillie Gifford ✦ | 24.64K | +10.8% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 15.60K | New | $1.28M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.28M | 0.0% |
Exited
| Arrowstreet Capital | $10.63M | was 0.0% |
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: Q4 2024 ·
Methodology ·
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