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
- −$97.4M (−4.7%) 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $1.56K | 0.00% | – | – |
| US Bancorp | 41 | $2.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 53 | $2.64K | 0.00% | +53 | New |
| Tower Research Capital LLC (TRC) | 75 | $3.73K | 0.00% | +75 | New |
| Royal Bank of Canada | – | $31.0K | 0.00% | – | New |
| Whittier Trust Co | 3,800 | $190.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 4,048 | $201.3K | 0.00% | +4,048 | New |
| Millennium Management LLC | 4,630 | $231.3K | 0.00% | +4,630 | New |
| Wells Fargo & Company | 4,883 | $242.9K | 0.00% | +1,883+62.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,520 | $275.0K | 0.00% | +620+12.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 6,050 | $300.9K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 7,160 | $356.1K | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 8,000 | $397.9K | 0.00% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 10,837 | $540.7K | 0.05% | +10,837 | New |
| AEGON USA Investment Management, LLC | 14,530 | $727.5K | 0.52% | 00.0% | Unchanged |
| UBS Group AG | 14,729 | $732.6K | 0.00% | −5,479−27.1% | Reduced |
| Goldman Sachs Group Inc | 19,189 | $954.5K | 0.00% | +16+0.1% | Added |
| HRT Financial LP | 21,910 | $1.09M | 0.00% | +21,910 | New |
| Elequin Capital LP | 37,571 | $1.88M | 0.06% | +37,571 | New |
| Invesco Ltd. | 50,000 | $2.49M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 53,392 | $2.66M | 0.00% | +3,392+6.8% | Added |
| Citigroup Inc | 58,050 | $2.89M | 0.00% | −30,000−34.1% | Reduced |
| Federated Hermes, Inc. | 60,000 | $2.98M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 65,945 | $3.28M | 0.00% | +14,089+27.2% | Added |
| BlueCrest Capital Management Ltd | 66,407 | $3.30M | 0.14% | +66,407 | New |
| Gabelli Funds LLC | 79,300 | $3.94M | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 100,000 | $4.99M | 0.00% | +100,000 | New |
| Capital International Inc | 107,867 | $5.37M | 0.04% | −96,236−47.2% | Reduced |
| Russell Investments Group, Ltd. | 5,521,000 | $5.49M | 0.00% | +1,681,000+43.8% | Added |
| Bank of America Corp | 143,310 | $7.13M | 0.00% | +108,340+309.8% | Added |
| Sculptor Capital LP | 145,678 | $7.30M | 0.08% | +145,678 | New |
| Ssi Investment Management LLC | 182,480 | $9.10M | 0.53% | +11,770+6.9% | Added |
| Wolverine Asset Management LLC | 187,052 | $9.33M | 0.12% | +187,052 | New |
| Thrivent Financial for Lutherans | – | $15.0M | 0.03% | – | – |
| FMR LLC | 430,259 | $21.5M | 0.00% | −4,600−1.1% | Reduced |
| Victory Capital Management Inc | 503,000 | $25.0M | 0.01% | +3,000+0.6% | Added |
| State Street Corp | 606,804 | $30.4M | 0.00% | +80,804+15.4% | Added |
| Two Sigma Investments, LP | 667,275 | $33.2M | 0.02% | +667,275 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 724,500 | $36.0M | 0.04% | +724,500 | New |
| Nuveen, LLC | 909,382 | $45.2M | 0.01% | +262,499+40.6% | Added |
| Van Eck Associates Corp | 1,000,670 | $49.8M | 0.03% | −77,343−7.2% | Reduced |
| Camden Asset Management L P | 1,152,900 | $57.5M | 1.68% | +605,000+110.4% | Added |
| Advent Capital Management | 1,215,477 | $60.8M | 1.39% | +94,102+8.4% | Added |
| Portman Square Capital LLP | 1,236,000 | $61.8M | 10.54% | −100,000−7.5% | Reduced |
| Ameriprise Financial Inc | 1,294,891 | $64.4M | 0.01% | +125,055+10.7% | Added |
| Price T Rowe Associates Inc | – | $97.6M | 0.01% | – | – |
| Manufacturers Life Insurance Company, The | 2,067,307 | $103.4M | 0.08% | +114,300+5.9% | Added |
| Calamos Advisors LLC | 2,115,625 | $105.2M | 0.38% | +34,300+1.6% | Added |
| BlackRock, Inc. | 2,461,903 | $122.5M | 0.00% | −289,064−10.5% | Reduced |
| Voya Investment Management LLC | 4,733,395 | $235.4M | 0.20% | −116,605−2.4% | Reduced |
| Franklin Resources Inc | 7,016,358 | $349.0M | 0.08% | +267,539+4.0% | Added |
| Capital World Investors | 8,137,287 | $404.7M | 0.05% | −3,505,285−30.1% | Reduced |
| 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 |