SOMN
The Southern Company · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +3 | 35.68M | $1.51B | +6 | −3 |
| Q1 2026 | 25 | -2 | 35.55M | $1.64B | +5 | −7 |
| Q4 2025 | 27 | +9 | 28.75M | $1.31B | +9 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 11.11M | New | $559.43M | 0.1% | New | 1 | SEC ↗ |
| 2 | Franklin Resources Inc | 5.99M | — | $301.44M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Franklin Resources Inc | 5.99M | — | $301.44M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Manufacturers Life Insurance… | 2.04M | — | $101.47M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 1.29M | — | $64.73M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 1.08M | — | $53.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Voya Investment Management Llc | 1.00M | — | $50.36M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 650.00K | New | $32.33M | 0.0% | New | 1 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 565.00K | New | $28.06M | 0.0% | New | 1 | SEC ↗ |
| 10 | Victory Capital Management Inc | 450.00K | — | $22.66M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 434.86K | New | $21.58M | 0.0% | New | 1 | SEC ↗ |
| 12 | Nuveen, LLC | 423.18K | — | $21.31M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Massachusetts Financial Services Co… | 200.00K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 137.44K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 137.44K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 100.21K | New | $4.98M | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 97.63K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Federated Hermes, Inc. | 60.00K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 2.77M | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Invesco Ltd. | 50.00K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Invesco Ltd. | 50.00K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 50.00K | New | $2.52M | 0.0% | New | 1 | SEC ↗ |
| 23 | Invesco Ltd. | 50.00K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Invesco Ltd. | 50.00K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 50.00K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Janus Henderson Group Plc | 50.00K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Marshall Wace ✦ | 50.00K | New | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 50.00K | New | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 48.25K | New | $2.43M | 0.0% | New | 1 | SEC ↗ |
| 30 | Tudor Investment Corp Et Al | 30.00K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Barclays Plc | 20.69K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | GAMCO Investors ✦ | 8.00K | New | $402,880 | 0.0% | New | 1 | SEC ↗ |
| 33 | Sei Investments Co | 4.69K | — | $236,138 | 0.0% | n/c | 1 | 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 | $559.43M | 0.1% |
| D. E. Shaw & Co. | $32.33M | 0.0% |
| State Street Global Advisors | $28.06M | 0.0% |
| Fidelity (FMR) | $21.58M | 0.0% |
| Millennium Management | $4.98M | 0.0% |
| Morgan Stanley | $2.52M | 0.0% |
| Marshall Wace | $2.49M | 0.0% |
| Marshall Wace | $2.49M | 0.0% |
| JPMorgan Chase | $2.43M | 0.0% |
| GAMCO Investors | $402,880 | 0.0% |
Exited
| No tracked exits this quarter. |
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.