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, Q4 2025
Institutional positions in Southern Co as of Dec 31, 2025. 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
- 42
- +42 vs. Q3 2025
- Shares held
- 38.0M
- +38.0M vs. Q3 2025
- Total value
- $1.86B
- +$1.86B vs. Q3 2025
- New holders
- 42
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 11,108,572 | $559.4M | 0.08% | +11,108,572 | New |
| Franklin Resources Inc | 5,985,717 | $301.4M | 0.07% | +5,985,717 | New |
| Calamos Advisors LLC | 2,485,706 | $125.2M | 0.51% | +2,485,706 | New |
| Manufacturers Life Insurance Company, The | 2,038,727 | $101.5M | 0.08% | +2,038,727 | New |
| Price T Rowe Associates Inc | – | $98.9M | 0.01% | – | New |
| Portman Square Capital LLP | 1,786,000 | $88.9M | 15.44% | +1,786,000 | New |
| Camden Asset Management L P | 1,674,600 | $83.1M | 2.10% | +1,674,600 | New |
| Jane Street Group, LLC | 1,285,353 | $64.7M | 0.08% | +1,285,353 | New |
| Van Eck Associates Corp | 1,206,030 | $61.5M | 0.05% | +1,206,030 | New |
| Ameriprise Financial Inc | 1,077,336 | $53.5M | 0.01% | +1,077,336 | New |
| Voya Investment Management LLC | 1,000,000 | $50.4M | 0.05% | +1,000,000 | New |
| Advent Capital Management | 916,989 | $45.6M | 1.05% | +916,989 | New |
| D. E. Shaw & Co., Inc. | 650,000 | $32.3M | 0.02% | +650,000 | New |
| State Street Corp | 565,000 | $28.1M | 0.00% | +565,000 | New |
| Victory Capital Management Inc | 450,000 | $22.7M | 0.01% | +450,000 | New |
| FMR LLC | 434,859 | $21.6M | 0.00% | +434,859 | New |
| Nuveen, LLC | 423,175 | $21.3M | 0.01% | +423,175 | New |
| Weiss Asset Management LP | 368,563 | $18.3M | 0.26% | +368,563 | New |
| Massachusetts Financial Services Co | 200,000 | $10.1M | 0.00% | +200,000 | New |
| Capital International Inc | 187,941 | $9.46M | 0.07% | +187,941 | New |
| Ssi Investment Management LLC | 163,090 | $8.09M | 0.55% | +163,090 | New |
| Bank of America Corp | 137,443 | $6.92M | 0.00% | +137,443 | New |
| Capula Management Ltd | 221,990 | $5.58M | 0.04% | +221,990 | New |
| Millennium Management LLC | 100,207 | $4.98M | 0.00% | +100,207 | New |
| UBS Group AG | 97,632 | $4.92M | 0.00% | +97,632 | New |
| Gabelli Funds LLC | 79,300 | $3.99M | 0.03% | +79,300 | New |
| BlueCrest Capital Management Ltd | 78,186 | $3.94M | 0.15% | +78,186 | New |
| Monashee Investment Management LLC | 75,877 | $3.82M | 2.15% | +75,877 | New |
| Federated Hermes, Inc. | 60,000 | $3.02M | 0.01% | +60,000 | New |
| Russell Investments Group, Ltd. | 2,772,500 | $2.79M | 0.00% | +2,772,500 | New |
| Citigroup Inc | 50,000 | $2.52M | 0.00% | +50,000 | New |
| Morgan Stanley | 50,000 | $2.52M | 0.00% | +50,000 | New |
| Invesco Ltd. | 50,000 | $2.52M | 0.00% | +50,000 | New |
| Janus Henderson Group PLC | 50,000 | $2.51M | 0.00% | +50,000 | New |
| Marshall Wace, LLP | 50,000 | $2.49M | 0.00% | +50,000 | New |
| JPMorgan Chase & Co | 48,247 | $2.43M | 0.00% | +48,247 | New |
| Tudor Investment Corp Et Al | 30,000 | $1.49M | 0.01% | +30,000 | New |
| Barclays PLC | 20,687 | $1.04M | 0.00% | +20,687 | New |
| Gamco Investors, Inc. Et Al | 8,000 | $402.9K | 0.00% | +8,000 | New |
| SEI Investments Co | 4,689 | $236.1K | 0.00% | +4,689 | New |
| Whittier Trust Co | 1,630 | $81.3K | 0.00% | +1,630 | New |
| DV Trading LLC | 1,000 | $50.4K | 0.00% | +1,000 | New |