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