SOMN
The Southern Company · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth +12.0% ·
share flow +0.4% ·
net new positions +10.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 8.14M | -30.1% | $404.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Franklin Resources Inc | 7.02M | +4.0% | $348.99M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Voya Investment Management Llc | 4.73M | -2.4% | $235.44M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 2.46M | -10.5% | $122.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 2.07M | +5.8% | $103.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 1.29M | +10.7% | $64.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Nuveen, LLC | 909.38K | +40.6% | $45.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 724.50K | New | $36.04M | 0.0% | New | 1 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 667.27K | New | $33.19M | 0.0% | New | 1 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passive) | 606.80K | +15.4% | $30.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Victory Capital Management Inc | 503.00K | +0.6% | $25.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 430.26K | -1.1% | $21.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 143.31K | +309.8% | $7.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Russell Investments Group, Ltd. | 5.52M | +43.8% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 100.00K | New | $4.99M | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 65.94K | +27.2% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Federated Hermes, Inc. | 60.00K | 0.0% | $2.98M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Citigroup Inc | 58.05K | -34.1% | $2.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 53.39K | +6.8% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Invesco Ltd. | 50.00K | 0.0% | $2.49M | 0.0% | Held | 3 | SEC ↗ ×3 |
| 21 | Hrt Financial Lp | 21.91K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 19.19K | +0.1% | $954,461 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 14.73K | -27.1% | $732,620 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 8.00K | 0.0% | $397,920 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 4.88K | +62.8% | $242,880 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Millennium Management ✦ | 4.63K | New | $231,324 | 0.0% | New | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 4.05K | New | $201,348 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | Us Bancorp \De\ | 41 | 0.0% | $2,039 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| MIRAE ASSET GLOBAL ETFS… | $36.04M | 0.0% |
| Two Sigma Investments | $33.19M | 0.0% |
| D. E. Shaw & Co. | $4.99M | 0.0% |
| Hrt Financial Lp | $1.09M | 0.0% |
| Millennium Management | $231,324 | 0.0% |
| Raymond James Financial Inc | $201,348 | 0.0% |
Exited
| JPMorgan Chase | $5.01M | was 0.0% |
| Sei Investments Co | $241,015 | was 0.0% |
| Susquehanna International… | $200,357 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 42.11M shares, $1.92B 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.