Security record · archived quarter
SO
The Southern Company · Utilities · Regulated Electric
163Tracked holders
-6Δ holders
710.79MShares held
$67.23BReported value
+3New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth -3.6% ·
share flow +0.8% ·
net new positions -3.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 92.99M | +2.9% | $8.90B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 28 | Vanguard Capital Management Llc | 73.67M | +3.0% | $7.05B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (passive) | 64.81M | +2.9% | $6.20B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passive) | 64.81M | +2.9% | $6.20B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 31 | Capital World Investors ✦ | 62.52M | +11.2% | $5.98B | 0.7% | ▲ Add | 5 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 46.42M | +27.4% | $4.44B | 0.4% | ▲ Add | 9 | SEC ↗ |
| 33 | T. Rowe Price ✦ | 46.42M | +27.4% | $4.44B | 0.4% | ▲ Add | 9 | SEC ↗ |
| 34 | T. Rowe Price ✦ | 46.42M | +27.4% | $4.44B | 0.4% | ▲ Add | 9 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 32.78M | -24.4% | $3.17B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 60 | Geode Capital Management ✦ (passive) | 29.32M | +3.4% | $2.82B | 0.2% | ▲ Add | 9 | SEC ↗ |
| 61 | Geode Capital Management ✦ (passive) | 29.32M | +3.4% | $2.82B | 0.2% | ▲ Add | 9 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 70 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 22.54M | -1.5% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 72 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 73 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 74 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 75 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 76 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 77 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 78 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 79 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 80 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 81 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 82 | Franklin Resources Inc | 16.56M | -1.5% | $1.59B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 83 | Goldman Sachs Group ✦ | 14.58M | +149.6% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 14.58M | +149.6% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 14.58M | +149.6% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 86 | Goldman Sachs Group ✦ | 14.58M | +149.6% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 87 | Goldman Sachs Group ✦ | 14.58M | +149.6% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 88 | Norges Bank ✦ (passive) | 14.36M | New | $1.37B | 0.1% | New | 1 | SEC ↗ |
| 89 | Massachusetts Financial Services Co… | 13.83M | -11.3% | $1.32B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 90 | Massachusetts Financial Services Co… | 13.83M | -11.3% | $1.32B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 91 | Massachusetts Financial Services Co… | 13.83M | -11.3% | $1.32B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 92 | Massachusetts Financial Services Co… | 13.83M | -11.3% | $1.32B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 93 | Massachusetts Financial Services Co… | 13.83M | -11.3% | $1.32B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 94 | Massachusetts Financial Services Co… | 13.83M | -11.3% | $1.32B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 95 | Massachusetts Financial Services Co… | 13.83M | -11.3% | $1.32B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 13.54M | +4.8% | $1.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 13.54M | +4.8% | $1.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 13.54M | +4.8% | $1.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 13.54M | +4.8% | $1.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 100 | Morgan Stanley ✦ | 13.54M | +4.8% | $1.30B | 0.1% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $1.37B | 0.1% |
Exited
| Capital Research Global… | $252.36M | was 0.0% |
| Adage Capital Partners | $114.56M | was 0.2% |
| Qube Research & Technologies… | $83.64M | was 0.1% |
| Renaissance Technologies | $41.66M | was 0.1% |
| Connor, Clark & Lunn… | $17.45M | was 0.0% |
| Robeco Institutional Asset… | $933,927 | was 0.0% |
| Hrt Financial Lp | $212,000 | was 0.0% |
| Group One Trading Llc | $105,496 | 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 2026 ·
Methodology ·
Get this via the API