Southern Co
SOMN- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 52 institutions reported holding it in 13F filings for Q2 2026, worth $2.00B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Southern Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 52
- +11 vs. Q1 2026
- Shares held
- 43.3M
- +1.05M (+2.5%) vs. Q1 2026
- Total value
- $2.00B
- −$97.1M (−4.6%) vs. Q1 2026
- New holders
- 14
- 17 more added
- Sold out
- 3
- 9 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SOMN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 52 | $2.00B |
| Q1 2026 | 41 | $2.09B |
| Q4 2025 | 42 | $1.86B |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 8,137,287 | $404.7M | 0.05% | −3,505,285−30.1% | Reduced |
| Franklin Resources Inc | 7,016,358 | $349.0M | 0.08% | +267,539+4.0% | Added |
| Voya Investment Management LLC | 4,733,395 | $235.4M | 0.20% | −116,605−2.4% | Reduced |
| BlackRock, Inc. | 2,461,903 | $122.5M | 0.00% | −289,064−10.5% | Reduced |
| Calamos Advisors LLC | 2,115,625 | $105.2M | 0.38% | +34,300+1.6% | Added |
| Manufacturers Life Insurance Company, The | 2,067,307 | $103.4M | 0.08% | +114,300+5.9% | Added |
| Price T Rowe Associates Inc | – | $97.6M | 0.01% | – | – |
| Ameriprise Financial Inc | 1,294,891 | $64.4M | 0.01% | +125,055+10.7% | Added |
| Portman Square Capital LLP | 1,236,000 | $61.8M | 10.54% | −100,000−7.5% | Reduced |
| Advent Capital Management | 1,215,477 | $60.8M | 1.39% | +94,102+8.4% | Added |
| Camden Asset Management L P | 1,152,900 | $57.5M | 1.68% | +605,000+110.4% | Added |
| Van Eck Associates Corp | 1,000,670 | $49.8M | 0.03% | −77,343−7.2% | Reduced |
| Nuveen, LLC | 909,382 | $45.2M | 0.01% | +262,499+40.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 724,500 | $36.0M | 0.04% | +724,500 | New |
| Two Sigma Investments, LP | 667,275 | $33.2M | 0.02% | +667,275 | New |
| State Street Corp | 606,804 | $30.4M | 0.00% | +80,804+15.4% | Added |
| Victory Capital Management Inc | 503,000 | $25.0M | 0.01% | +3,000+0.6% | Added |
| FMR LLC | 430,259 | $21.5M | 0.00% | −4,600−1.1% | Reduced |
| Thrivent Financial for Lutherans | – | $15.0M | 0.03% | – | – |
| Wolverine Asset Management LLC | 187,052 | $9.33M | 0.12% | +187,052 | New |
| Ssi Investment Management LLC | 182,480 | $9.10M | 0.53% | +11,770+6.9% | Added |
| Sculptor Capital LP | 145,678 | $7.30M | 0.08% | +145,678 | New |
| Bank of America Corp | 143,310 | $7.13M | 0.00% | +108,340+309.8% | Added |
| Russell Investments Group, Ltd. | 5,521,000 | $5.49M | 0.00% | +1,681,000+43.8% | Added |
| Capital International Inc | 107,867 | $5.37M | 0.04% | −96,236−47.2% | Reduced |
| D. E. Shaw & Co., Inc. | 100,000 | $4.99M | 0.00% | +100,000 | New |
| Gabelli Funds LLC | 79,300 | $3.94M | 0.03% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 66,407 | $3.30M | 0.14% | +66,407 | New |
| Jane Street Group, LLC | 65,945 | $3.28M | 0.00% | +14,089+27.2% | Added |
| Federated Hermes, Inc. | 60,000 | $2.98M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 58,050 | $2.89M | 0.00% | −30,000−34.1% | Reduced |
| Morgan Stanley | 53,392 | $2.66M | 0.00% | +3,392+6.8% | Added |
| Invesco Ltd. | 50,000 | $2.49M | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 37,571 | $1.88M | 0.06% | +37,571 | New |
| HRT Financial LP | 21,910 | $1.09M | 0.00% | +21,910 | New |
| Goldman Sachs Group Inc | 19,189 | $954.5K | 0.00% | +16+0.1% | Added |
| UBS Group AG | 14,729 | $732.6K | 0.00% | −5,479−27.1% | Reduced |
| AEGON USA Investment Management, LLC | 14,530 | $727.5K | 0.52% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,040 | $550.0K | 0.00% | +6,140+125.3% | Added |
| Red Cedar Investment Management, LLC | 10,837 | $540.7K | 0.05% | +10,837 | New |
| Gamco Investors, Inc. Et Al | 8,000 | $397.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 7,160 | $356.1K | 0.04% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,050 | $300.9K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,883 | $242.9K | 0.00% | +1,883+62.8% | Added |
| Millennium Management LLC | 4,630 | $231.3K | 0.00% | +4,630 | New |
| Raymond James Financial Inc | 4,048 | $201.3K | 0.00% | +4,048 | New |
| Whittier Trust Co | 3,800 | $190.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $31.0K | 0.00% | – | New |
| Tower Research Capital LLC (TRC) | 75 | $3.73K | 0.00% | +75 | New |
| Global Retirement Partners, LLC | 53 | $2.64K | 0.00% | +53 | New |
| US Bancorp | 41 | $2.04K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $1.56K | 0.00% | – | – |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −97,497−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |