Security record · archived quarter
SO
The Southern Company · Utilities · Regulated Electric
20Tracked holders
0Δ holders
353.22MShares held
$32.42BReported value
+2New positions
−2Exits
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
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 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 105.90M | — | $9.73B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 105.90M | — | $9.73B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 105.90M | — | $9.73B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 105.90M | — | $9.73B | 0.2% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 105.90M | — | $9.73B | 0.2% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 87.17M | — | $8.01B | 0.2% | n/c | 1 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passive) | 59.12M | +1.2% | $5.43B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (passive) | 59.12M | +1.2% | $5.43B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 34 | State Street Global Advisors ✦ (passive) | 59.12M | +1.2% | $5.43B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passive) | 26.01M | +0.9% | $2.38B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 26.01M | +0.9% | $2.38B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 24.74M | — | $2.27B | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 24.74M | — | $2.27B | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 24.74M | — | $2.27B | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 24.74M | — | $2.27B | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 24.74M | — | $2.27B | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 24.74M | — | $2.27B | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 24.74M | — | $2.27B | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 24.74M | — | $2.27B | 0.1% | n/c | 1 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 17.53M | +17.9% | $1.61B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 17.53M | +17.9% | $1.61B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 17.53M | +17.9% | $1.61B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 48 | Norges Bank ✦ (passive) | 12.85M | +20.6% | $1.18B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 49 | Capital World Investors ✦ | 7.98M | New | $732.93M | 0.1% | New | 1 | SEC ↗ |
| 50 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 51 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 52 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 53 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 54 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 55 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 56 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 57 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 58 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 59 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 60 | Wellington Management ✦ | 3.05M | +0.4% | $280.12M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 61 | Marshall Wace ✦ | 3.02M | -18.1% | $277.41M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 62 | Marshall Wace ✦ | 3.02M | -18.1% | $277.41M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 63 | Marshall Wace ✦ | 3.02M | -18.1% | $277.41M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 2.36M | -2.9% | $217.17M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 65 | Citadel Advisors ✦ | 2.36M | -2.9% | $217.17M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 66 | Point72 Asset Management ✦ | 1.20M | New | $109.97M | 0.3% | New | 1 | SEC ↗ |
| 67 | Point72 Asset Management ✦ | 1.20M | New | $109.97M | 0.3% | New | 1 | SEC ↗ |
| 68 | Adage Capital Partners ✦ | 1.01M | -25.4% | $92.44M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 437.15K | -5.0% | $39.78M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 437.15K | -5.0% | $39.78M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 437.15K | -5.0% | $39.78M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 437.15K | -5.0% | $39.78M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 73 | Millennium Management ✦ | 272.78K | -28.6% | $25.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 74 | Millennium Management ✦ | 272.78K | -28.6% | $25.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 75 | Millennium Management ✦ | 272.78K | -28.6% | $25.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 76 | Arrowstreet Capital ✦ | 266.36K | +153.6% | $24.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Fisher Asset Management ✦ | 122.41K | +5.3% | $11.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 78 | D. E. Shaw & Co. ✦ | 114.19K | -69.5% | $10.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 79 | D. E. Shaw & Co. ✦ | 114.19K | -69.5% | $10.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 80 | Gotham Asset Management ✦ | 42.23K | -59.8% | $3.88M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 81 | 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% |
| 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): 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 2025 ·
Methodology ·
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