Security record · archived quarter
SO
The Southern Company · Utilities · Regulated Electric
171Tracked holders
+1Δ holders
693.65MShares held
$64.04BReported value
+6New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +0.6% ·
share flow +3.6% ·
net new positions 0.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.80M | $232.64M | n/a | n/a |
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 90.37M | +2.0% | $8.72B | 0.2% | ▲ Add | 4 | SEC ↗ ×26 |
| 2 | Vanguard Capital Management Llc | 71.54M | n/a | $6.90B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 62.98M | +2.4% | $6.08B | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | Capital World Investors ✦ | 56.24M | +36.7% | $5.43B | 0.7% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 43.34M | -29.8% | $4.20B | 0.3% | ▼ Trim | 3 | SEC ↗ ×28 |
| 6 | T. Rowe Price ✦ | 36.43M | +5.7% | $3.52B | 0.4% | ▲ Add | 8 | SEC ↗ ×3 |
| 7 | Geode Capital Management ✦ (passive) | 28.36M | +4.0% | $2.75B | 0.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Fidelity (FMR) ✦ | 22.89M | -0.5% | $2.21B | 0.1% | ▼ Trim | 4 | SEC ↗ ×6 |
| 9 | Franklin Resources Inc | 16.81M | +9.6% | $1.62B | 0.4% | ▲ Add | 2 | SEC ↗ ×12 |
| 10 | Massachusetts Financial Services Co… | 15.60M | -4.3% | $1.50B | 0.5% | ▼ Trim | 2 | SEC ↗ ×7 |
| 11 | Morgan Stanley ✦ | 12.92M | -1.8% | $1.25B | 0.1% | ▼ Trim | 3 | SEC ↗ ×15 |
| 12 | Northern Trust Corp | 9.83M | 0.0% | $948.54M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 13 | Ameriprise Financial Inc | 9.44M | -0.4% | $910.45M | 0.2% | ▼ Trim | 2 | SEC ↗ ×7 |
| 14 | Royal Bank Of Canada | 8.75M | +10.3% | $844.86M | 0.2% | ▲ Add | 2 | SEC ↗ ×15 |
| 15 | Bank Of America Corp /De/ | 8.38M | +4.9% | $808.89M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 16 | Legal & General Group Plc | 7.85M | -6.8% | $757.52M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Bank of New York Mellon Corp | 7.78M | -0.9% | $703.09M | 0.1% | ▼ Trim | 2 | SEC ↗ ×20 |
| 18 | Charles Schwab Investment… | 7.11M | +3.2% | $686.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 5.84M | +16.5% | $563.86M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 20 | Invesco Ltd. | 5.54M | +3.4% | $534.53M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 21 | UBS AM, a distinct business unit of… | 5.17M | +1.1% | $499.35M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 22 | Barclays Plc | 4.56M | +4.0% | $440.56M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 23 | Wellington Management ✦ | 4.52M | +22.0% | $435.86M | 0.1% | ▲ Add | 8 | SEC ↗ ×6 |
| 24 | Wells Fargo & Company/Mn | 4.25M | +6.1% | $410.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 25 | Pictet Asset Management Holding SA | 4.24M | -0.7% | $408.91M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 4.08M | -9.8% | $393.45M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 27 | Nuveen, LLC | 3.89M | -14.9% | $375.52M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Amundi | 3.32M | +89.2% | $320.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Swiss National Bank | 3.23M | +7.2% | $311.89M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 3.15M | +1.9% | $304.27M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | LPL Financial LLC | 3.07M | +1.8% | $296.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | National Pension Service | 2.88M | -0.7% | $277.87M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 2.66M | +3.2% | $256.28M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 34 | Capital Research Global Investors | 2.61M | +216.8% | $252.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citigroup Inc | 2.61M | +34.9% | $252.29M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 36 | Mitsubishi UFJ Asset Management… | 2.50M | +7.1% | $241.37M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 2.45M | +7.7% | $236.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Sumitomo Mitsui Trust Group, Inc. | 2.44M | -5.7% | $235.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 39 | Soroban Capital Partners LP | 2.38M | -61.0% | $229.28M | 1.6% | ▼ Trim | 2 | SEC ↗ |
| 40 | Marshall Wace ✦ | 2.33M | +223.9% | $225.29M | 0.2% | ▲ Add | 7 | SEC ↗ ×3 |
| 41 | Ensign Peak Advisors, Inc | 2.26M | -12.8% | $217.75M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 2.12M | -23.4% | $204.36M | 0.1% | ▼ Trim | 2 | SEC ↗ ×11 |
| 43 | California Public Employees… | 2.10M | -26.9% | $202.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Jennison Associates Llc | 1.93M | +20.9% | $186.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Rhumbline Advisers | 1.92M | -1.1% | $185.56M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 46 | Federated Hermes, Inc. | 1.89M | +5.8% | $182.40M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 47 | Hsbc Holdings Plc | 1.75M | -52.7% | $168.80M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 48 | Bank Of Montreal /Can/ | 1.72M | -13.2% | $166.21M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 49 | Janus Henderson Group Plc | 1.71M | +2111.0% | $165.39M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 50 | Prudential Financial Inc | 1.59M | +63.5% | $153.52M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Empower Advisory Group, LLC | 1.58M | +8.4% | $152.82M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 1.52M | -2.0% | $146.31M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 53 | Focus Partners Wealth | 1.46M | +3.3% | $141.13M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 54 | Principal Financial Group Inc | 1.45M | -1.6% | $139.55M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Manufacturers Life Insurance… | 1.39M | +1.0% | $133.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Capital International Investors | 1.38M | -87.7% | $133.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | California State Teachers… | 1.28M | -3.0% | $123.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 58 | Adage Capital Partners ✦ | 1.19M | New | $114.56M | 0.2% | New | 1 | SEC ↗ |
| 59 | Squarepoint Ops LLC | 1.18M | -53.0% | $113.62M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 1.12M | -10.4% | $108.46M | 0.1% | ▼ Trim | 2 | SEC ↗ ×11 |
| 61 | Stifel Financial Corp | 1.06M | -0.9% | $101.88M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 62 | New York State Common Retirement… | 1.05M | 0.0% | $101.50M | 0.1% | Held | 2 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 1.03M | -27.6% | $99.69M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Truist Financial Corp | 971.15K | +3.5% | $93.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | State Board Of Administration Of… | 960.84K | -0.4% | $92.74M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 66 | Alliancebernstein L.P. | 1.05M | -3.5% | $91.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Citadel Advisors ✦ | 894.90K | +128.3% | $86.38M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 68 | Commonwealth Equity Services, Llc | 890.58K | +0.2% | $85.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 866.51K | +25.3% | $83.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Korea Investment CORP | 840.02K | -8.9% | $81.08M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 71 | Cetera Investment Advisers | 798.49K | +4.4% | $77.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Mitsubishi UFJ Trust & Banking Corp | 794.15K | +0.5% | $76.65M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 73 | Jones Financial Companies Lllp | 792.02K | +322.1% | $75.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 74 | First Trust Advisors Lp | 742.96K | -9.4% | $71.71M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Bank Julius Baer & Co. Ltd, Zurich | 734.27K | +1.8% | $70.99M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 76 | Victory Capital Management Inc | 703.49K | +4.6% | $67.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | Schroder Investment Management Group | 682.72K | n/a | $66.18M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 78 | Universal- Beteiligungs- und… | 686.93K | +4.7% | $66.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | State Of Wisconsin Investment Board | 3.59M | +0.6% | $60.25M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Assenagon Asset Management S.A. | 608.78K | +685.7% | $58.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Creative Planning | 589.56K | +22.6% | $56.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | National Bank Of Canada /Fi/ | 584.14K | -7.9% | $56.39M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 83 | 1832 Asset Management L.P. | 565.26K | -19.8% | $54.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 84 | Arrowstreet Capital ✦ | 559.88K | +390.2% | $54.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 85 | Osaic Holdings, Inc. | 550.00K | -2.0% | $53.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 86 | Pnc Financial Services Group, Inc. | 547.23K | +6.7% | $52.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 87 | Chevy Chase Trust Holdings, LLC | 546.45K | -2.8% | $52.74M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 88 | Sei Investments Co | 533.96K | +28.1% | $51.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Asset Management One Co., Ltd. | 518.27K | +0.1% | $50.02M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 90 | CIBC Asset Management Inc | 507.53K | +2.2% | $48.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | Balyasny Asset Management L.P. | 27.27M | +165367.4% | $45.35M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Wealth Enhancement Advisory… | 466.30K | -31.6% | $44.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 93 | Quantinno Capital Management LP | 459.56K | +35.5% | $44.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 94 | Millennium Management ✦ | 458.46K | +126.2% | $44.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 95 | Mariner, LLC | 454.16K | +4.0% | $43.84M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 96 | Aberdeen Group plc | 441.26K | +2.4% | $42.59M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 97 | Renaissance Technologies ✦ | 431.60K | -71.5% | $41.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 98 | Td Asset Management Inc | 418.14K | +2.6% | $40.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 99 | Nomura Asset Management Co Ltd | 417.83K | +4.0% | $40.33M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Us Bancorp \De\ | 409.86K | -2.4% | $39.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $114.56M | 0.2% |
Exited
| Norges Bank | $1.11B | was 0.1% |
| Tudor Investment Corp Et Al | $11.91M | was 0.1% |
| IMC-Chicago, LLC | $1.72M | was 0.0% |
| Grantham, Mayo, Van Otterloo… | $1.18M | was 0.0% |
| First Manhattan Co. Llc. | $231,952 | was 0.0% |
| Belvedere Trading LLC | $10,202 | 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.
Frequently co-owned
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)
Oct 01
Kim Matthew M.
Officer · 100 sh · $8,273
Sep 03
Kim Matthew M.
Officer · 1.40K sh · $124,418
Sep 03
Sena Peter P III
Officer · 4.27K sh · $377,925
Sep 01
Kim Matthew M.
Officer · 100 sh · $8,845
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
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: Q1 2026 ·
Methodology ·
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