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SO in the 13F filings

Southern Co · CUSIP 842587107

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
18 Aug 2025
latest of these filings; the earliest 6 Aug 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 14 listed it in both
Shares listed
94,188,614
combined, among listed positions
Reported value
$8.6bn
combined, at the quarter end

Among the 95 comparable managers: 12 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SO in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Fidelity (FMR LLC)24,741,464$2.3bn0.13%Trimmed-4,280,48914 Aug 2025 (the filing on sec.gov)
MFS Investment Management20,331,847$1.9bn0.59%Trimmed-846,7198 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc17,526,556$1.6bn0.18%Added+2,659,78014 Aug 2025 (the filing on sec.gov)
Capital World Investors7,981,421$733m0.11%Newnew13 Aug 2025 (the filing on sec.gov)
Invesco Ltd5,099,967$468m0.08%Added+120,52313 Aug 2025 (the filing on sec.gov)
Soroban Capital Partners LP4,097,422$376m3.67%Added+1,867,91214 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP3,050,380$280m0.05%Added+11,34714 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP3,020,895$277m0.31%Trimmed-667,54213 Aug 2025 (the filing on sec.gov)
Citadel Advisors LLC2,364,908$217munder 0.1%Trimmed-70,65114 Aug 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP1,207,378$111m0.97%Added+572,72513 Aug 2025 (the filing on sec.gov)
Point72 Asset Management LP1,197,502$110m0.22%Newnew14 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP1,168,862$107munder 0.1%Added+77,78714 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors824,394$76munder 0.1%Added+28113 Aug 2025 (the filing on sec.gov)
Balyasny Asset Management LLC811,737$75m0.11%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC406,249$37m0.17%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP216,777$20m0.07%Trimmed-24,90118 Aug 2025 (the filing on sec.gov)
Woodline Partners LP118,883$11m0.06%Added+26,31414 Aug 2025 (the filing on sec.gov)
Baillie Gifford & Co21,972$2.0munder 0.1%Trimmed-2,6676 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 15 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$682mn.a.n.a.
Q3 20139$697mn.a.n.a.
Q4 20138$1.1bnn.a.n.a.
Q1 20149$1.5bnn.a.n.a.
Q2 201412$1.4bnn.a.n.a.
Q3 201411$1.4bnn.a.n.a.
Q4 201411$1.7bnn.a.n.a.
Q1 201511$1.0bnn.a.n.a.
Q2 20159$866mn.a.n.a.
Q3 201513$1.1bnn.a.n.a.
Q4 201510$1.2bnn.a.n.a.
Q1 201615$1.4bnn.a.n.a.
Q2 201615$1.4bnn.a.n.a.
Q3 201612$1.4bnn.a.n.a.
Q4 201610$1.9bnn.a.n.a.
Q1 201714$2.0bnn.a.n.a.
Q2 201714$2.6bnn.a.n.a.
Q3 201715$3.5bnn.a.n.a.
Q4 201713$3.8bnn.a.n.a.
Q1 201811$3.5bnn.a.n.a.
Q2 201813$4.3bnn.a.n.a.
Q3 201818$3.9bnn.a.n.a.
Q4 201813$3.9bnn.a.n.a.
Q1 201915$5.0bnn.a.n.a.
Q2 201915$5.6bnn.a.n.a.
Q3 201915$6.4bnn.a.n.a.
Q4 201915$6.2bnn.a.n.a.
Q1 202018$5.4bnn.a.n.a.
Q2 202021$5.1bnn.a.n.a.
Q3 202015$5.5bnn.a.n.a.
Q4 202017$6.9bnn.a.n.a.
Q1 202116$7.5bnn.a.n.a.
Q2 202117$7.0bnn.a.n.a.
Q3 202115$7.1bnn.a.n.a.
Q4 202115$8.8bnn.a.n.a.
Q1 202218$10.5bnn.a.n.a.
Q2 202220$10.7bnn.a.n.a.
Q3 202224$11.0bnn.a.n.a.
Q4 202218$10.7bnn.a.n.a.
Q1 202314$10.5bnn.a.n.a.
Q2 202314$9.7bnn.a.n.a.
Q3 202316$7.9bnn.a.n.a.
Q4 202314$7.5bn89
Q1 202413$7.1bn86
Q2 202414$6.9bn77
Q3 202411$7.7bn29
Q4 202414$6.7bn68
Q1 202517$7.8bn115
Q2 202518$8.6bn127
Q3 202519$11.9bn129
Q4 202516$12.1bn2118
Q1 202618$14.9bn2015
Q2 202615$15.6bn1618

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SO and D →SO and NEE →SO and AEP →Choose a stock to compare with SO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SO, latest filings →Back to the 13F Explorer →