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, Q1 2026
Institutional positions in Southern Co as of Mar 31, 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
- 41
- −1 vs. Q4 2025
- Shares held
- 42.2M
- +4.21M (+11.1%) vs. Q4 2025
- Total value
- $2.09B
- +$230.1M (+12.3%) vs. Q4 2025
- New holders
- 11
- 13 more added
- Sold out
- 12
- 9 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 11,642,572 | $598.4M | 0.08% | +534,000+4.8% | Added |
| Franklin Resources Inc | 6,748,819 | $346.9M | 0.08% | +763,102+12.7% | Added |
| Voya Investment Management LLC | 4,850,000 | $249.3M | 0.26% | +3,850,000+385.0% | Added |
| BlackRock, Inc. | 2,750,967 | $141.4M | 0.00% | +2,750,967 | New |
| Calamos Advisors LLC | 2,081,325 | $107.0M | 0.41% | −404,381−16.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,953,007 | $101.1M | 0.09% | −85,720−4.2% | Reduced |
| Price T Rowe Associates Inc | – | $100.8M | 0.01% | – | – |
| Portman Square Capital LLP | 1,336,000 | $69.2M | 10.54% | −450,000−25.2% | Reduced |
| Ameriprise Financial Inc | 1,169,836 | $60.4M | 0.01% | +92,500+8.6% | Added |
| Advent Capital Management | 1,121,375 | $58.1M | 1.72% | +204,386+22.3% | Added |
| Van Eck Associates Corp | 1,078,013 | $55.4M | 0.04% | −128,017−10.6% | Reduced |
| Nuveen, LLC | 646,883 | $33.2M | 0.01% | +223,708+52.9% | Added |
| Camden Asset Management L P | 547,900 | $28.3M | 0.96% | −1,126,700−67.3% | Reduced |
| State Street Corp | 526,000 | $27.2M | 0.00% | −39,000−6.9% | Reduced |
| Victory Capital Management Inc | 500,000 | $25.7M | 0.02% | +50,000+11.1% | Added |
| FMR LLC | 434,859 | $22.5M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | – | $15.1M | 0.03% | – | New |
| Capital International Inc | 204,103 | $10.5M | 0.08% | +16,162+8.6% | Added |
| Ssi Investment Management LLC | 170,710 | $8.81M | 0.61% | +7,620+4.7% | Added |
| JPMorgan Chase & Co | 97,497 | $5.01M | 0.00% | +49,250+102.1% | Added |
| Citigroup Inc | 88,050 | $4.53M | 0.00% | +38,050+76.1% | Added |
| Gabelli Funds LLC | 79,300 | $4.08M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,840,000 | $3.95M | 0.00% | +1,067,500+38.5% | Added |
| Federated Hermes, Inc. | 60,000 | $3.08M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 51,856 | $2.67M | 0.00% | −1,233,497−96.0% | Reduced |
| Morgan Stanley | 50,000 | $2.57M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 50,000 | $2.57M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 34,970 | $1.80M | 0.00% | −102,473−74.6% | Reduced |
| UBS Group AG | 20,208 | $1.04M | 0.00% | −77,424−79.3% | Reduced |
| Goldman Sachs Group Inc | 19,173 | $985.5K | 0.00% | +19,173 | New |
| AEGON USA Investment Management, LLC | 14,530 | $750.5K | 0.59% | +14,530 | New |
| Gamco Investors, Inc. Et Al | 8,000 | $411.2K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 7,160 | $368.0K | 0.05% | +7,160 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,050 | $311.0K | 0.02% | +6,050 | New |
| Cambridge Investment Research Advisors, Inc. | 4,900 | $252.0K | 0.00% | +4,900 | New |
| SEI Investments Co | 4,689 | $241.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,898 | $200.4K | 0.00% | +3,898 | New |
| Whittier Trust Co | 3,800 | $196.9K | 0.00% | +2,170+133.1% | Added |
| Wells Fargo & Company | 3,000 | $154.2K | 0.00% | +3,000 | New |
| US Bancorp | 41 | $2.11K | 0.00% | +41 | New |
| Lazard Asset Management LLC | – | $1.61K | 0.00% | – | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −368,563−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −221,990−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −100,207−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −78,186−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −75,877−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −20,687−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |