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 5 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $1.61K | 0.00% | – | New |
| US Bancorp | 41 | $2.11K | 0.00% | +41 | New |
| Wells Fargo & Company | 3,000 | $154.2K | 0.00% | +3,000 | New |
| Whittier Trust Co | 3,800 | $196.9K | 0.00% | +2,170+133.1% | Added |
| Susquehanna International Group, LLP | 3,898 | $200.4K | 0.00% | +3,898 | New |
| SEI Investments Co | 4,689 | $241.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,900 | $252.0K | 0.00% | +4,900 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,050 | $311.0K | 0.02% | +6,050 | New |
| Central Pacific Bank - Trust Division | 7,160 | $368.0K | 0.05% | +7,160 | New |
| Gamco Investors, Inc. Et Al | 8,000 | $411.2K | 0.00% | 00.0% | Unchanged |
| AEGON USA Investment Management, LLC | 14,530 | $750.5K | 0.59% | +14,530 | New |
| Goldman Sachs Group Inc | 19,173 | $985.5K | 0.00% | +19,173 | New |
| UBS Group AG | 20,208 | $1.04M | 0.00% | −77,424−79.3% | Reduced |
| Bank of America Corp | 34,970 | $1.80M | 0.00% | −102,473−74.6% | Reduced |
| Morgan Stanley | 50,000 | $2.57M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 50,000 | $2.57M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 51,856 | $2.67M | 0.00% | −1,233,497−96.0% | Reduced |
| Federated Hermes, Inc. | 60,000 | $3.08M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,840,000 | $3.95M | 0.00% | +1,067,500+38.5% | Added |
| Gabelli Funds LLC | 79,300 | $4.08M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 88,050 | $4.53M | 0.00% | +38,050+76.1% | Added |
| JPMorgan Chase & Co | 97,497 | $5.01M | 0.00% | +49,250+102.1% | Added |
| Ssi Investment Management LLC | 170,710 | $8.81M | 0.61% | +7,620+4.7% | Added |
| Capital International Inc | 204,103 | $10.5M | 0.08% | +16,162+8.6% | Added |
| Thrivent Financial for Lutherans | – | $15.1M | 0.03% | – | New |
| FMR LLC | 434,859 | $22.5M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 500,000 | $25.7M | 0.02% | +50,000+11.1% | Added |
| State Street Corp | 526,000 | $27.2M | 0.00% | −39,000−6.9% | Reduced |
| Camden Asset Management L P | 547,900 | $28.3M | 0.96% | −1,126,700−67.3% | Reduced |
| Nuveen, LLC | 646,883 | $33.2M | 0.01% | +223,708+52.9% | Added |
| Van Eck Associates Corp | 1,078,013 | $55.4M | 0.04% | −128,017−10.6% | Reduced |
| Advent Capital Management | 1,121,375 | $58.1M | 1.72% | +204,386+22.3% | Added |
| Ameriprise Financial Inc | 1,169,836 | $60.4M | 0.01% | +92,500+8.6% | Added |
| Portman Square Capital LLP | 1,336,000 | $69.2M | 10.54% | −450,000−25.2% | Reduced |
| Price T Rowe Associates Inc | – | $100.8M | 0.01% | – | – |
| Manufacturers Life Insurance Company, The | 1,953,007 | $101.1M | 0.09% | −85,720−4.2% | Reduced |
| Calamos Advisors LLC | 2,081,325 | $107.0M | 0.41% | −404,381−16.3% | Reduced |
| BlackRock, Inc. | 2,750,967 | $141.4M | 0.00% | +2,750,967 | New |
| Voya Investment Management LLC | 4,850,000 | $249.3M | 0.26% | +3,850,000+385.0% | Added |
| Franklin Resources Inc | 6,748,819 | $346.9M | 0.08% | +763,102+12.7% | Added |
| Capital World Investors | 11,642,572 | $598.4M | 0.08% | +534,000+4.8% | Added |
| 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 |