SO
The Southern Company · Utilities · Regulated Electric
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 161 | -6 | 705.08M | $66.68B | +3 | −10 |
| 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 | n/a |
| Q4 2024 | 16 | 0 | 119.55M | $9.84B | +1 | −1 |
| Q3 2024 | 15 | +2 | 59.55M | $5.36B | +2 | n/a |
| Q2 2024 | 13 | n/a | 58.57M | $4.54B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 105.90M | n/a | $9.73B | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 87.17M | n/a | $8.01B | 0.2% | n/c | 1 | SEC ↗ ×26 |
| 3 | State Street Global Advisors ✦ (passive) | 59.12M | +1.2% | $5.43B | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Geode Capital Management ✦ (passive) | 26.01M | +0.9% | $2.38B | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 24.74M | n/a | $2.27B | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 6 | T. Rowe Price ✦ | 17.53M | +17.9% | $1.61B | 0.2% | ▲ Add | 5 | SEC ↗ ×3 |
| 7 | Norges Bank ✦ (passive) | 12.85M | +20.6% | $1.18B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 8 | Capital World Investors ✦ | 7.98M | New | $732.93M | 0.1% | New | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ ×11 |
| 10 | Marshall Wace ✦ | 3.02M | -18.1% | $277.41M | 0.3% | ▼ Trim | 4 | SEC ↗ ×3 |
| 11 | Citadel Advisors ✦ | 2.36M | -2.9% | $217.17M | 0.2% | ▼ Trim | 5 | SEC ↗ ×2 |
| 12 | Point72 Asset Management ✦ | 1.20M | New | $109.97M | 0.3% | New | 1 | SEC ↗ ×2 |
| 13 | Adage Capital Partners ✦ | 1.01M | -25.4% | $92.44M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 437.15K | -5.0% | $39.78M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 15 | Millennium Management ✦ | 272.78K | -28.6% | $25.05M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 16 | Arrowstreet Capital ✦ | 266.36K | +153.6% | $24.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 122.41K | +5.3% | $11.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 114.19K | -69.5% | $10.49M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 19 | Gotham Asset Management ✦ | 42.23K | -59.8% | $3.88M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Baillie Gifford ✦ | 21.97K | -10.8% | $2.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Capital World Investors | $732.93M | 0.1% |
| Point72 Asset Management | $109.97M | 0.3% |
Exited
| Renaissance Technologies | $17.44M | was 0.0% |
| Two Sigma Investments | $441,360 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,332 holders, 745.18M shares, $67.34B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 100 sh · $8,273
Officer · 1.40K sh · $124,418
Officer · 4.27K sh · $377,925
Officer · 100 sh · $8,845
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology