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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 Sep 2025
the date the book describes
Filed
15 Dec 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 13 listed it in both
Shares listed
125,254,137
combined, among listed positions
Reported value
$11.9bn
combined, at the quarter end

Among the 95 comparable managers: 12 buyers (opened or added shares) and 9 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Capital World Investors33,548,852$3.2bn0.43%Added+25,567,43113 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc29,023,250$2.8bn0.29%Added+11,496,69414 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)24,505,290$2.3bn0.12%Trimmed-236,17413 Nov 2025 (the filing on sec.gov)
MFS Investment Management19,810,199$1.9bn0.58%Trimmed-521,64829 Oct 2025 (the filing on sec.gov)
Invesco Ltd5,072,192$481m0.08%Trimmed-27,77513 Nov 2025 (the filing on sec.gov)
Soroban Capital Partners LP4,250,074$403m3.04%Added+152,65214 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP3,048,838$289m0.05%Trimmed-1,54214 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP2,050,726$194m0.20%Trimmed-970,16913 Nov 2025 (the filing on sec.gov)
AllianceBernstein LP1,059,656$100munder 0.1%Trimmed-109,20614 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP1,017,455$96m0.14%Newnew14 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors824,760$78munder 0.1%Added+36613 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC352,687$33m0.11%Newnew14 Nov 2025 (the filing on sec.gov)
Baillie Gifford & Co152,730$14munder 0.1%Added+130,75831 Oct 2025 (the filing on sec.gov)
Woodline Partners LP145,384$14m0.06%Added+26,50114 Nov 2025 (the filing on sec.gov)
Quantbot Technologies LP118,646$11m0.31%Newnew12 Nov 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP89,259$8.5munder 0.1%Trimmed-127,51815 Dec 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP87,982$8.3munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC71,523$6.8munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Eisler Capital Management Ltd24,634$2.3munder 0.1%Addedn.a.13 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 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 (4)

Exited (2)

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 →