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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 16 listed it in both
Shares listed
157,757,362
combined, among listed positions
Reported value
$15.2bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 20 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +21,255,969.

Managers listing SO in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
Capital World Investors56,239,873$5.4bn0.74%Added+15,097,79713 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc36,425,526$3.5bn0.41%Added+1,966,06415 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)22,887,934$2.2bn0.12%Trimmed-118,49715 May 2026 (the filing on sec.gov)
MFS Investment Management15,595,800$1.5bn0.51%Trimmed-705,18514 May 2026 (the filing on sec.gov)
Invesco Ltd5,537,999$535m0.05%Added+181,17212 May 2026 (the filing on sec.gov)
Wellington Management Group LLP4,515,730$436m0.08%Added+814,63215 May 2026 (the filing on sec.gov)
Capital Research Global Investors2,614,540$252munder 0.1%Added+1,789,38613 May 2026 (the filing on sec.gov)
Soroban Capital Partners LP2,375,511$229m0.44%Trimmed-3,718,09715 May 2026 (the filing on sec.gov)
Marshall Wace LLP2,334,078$225m0.22%Added+1,613,55615 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,713,552$165m0.08%Added+1,636,05118 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,177,177$114m0.13%Trimmed-1,326,34315 May 2026 (the filing on sec.gov)
AllianceBernstein LP1,045,460$91munder 0.1%Trimmed-37,98015 May 2026 (the filing on sec.gov)
Citadel Advisors LLC894,897$86munder 0.1%Added+502,83715 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP834,955$81m0.64%Added+258,05514 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP559,876$54munder 0.1%Added+445,65214 May 2026 (the filing on sec.gov)
Millennium Management LLC458,458$44munder 0.1%Added+255,76415 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC431,600$42m0.07%Trimmed-1,081,80014 May 2026 (the filing on sec.gov)
AQR Capital Management LLC380,590$36munder 0.1%Added+143,61215 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.359,500$35munder 0.1%Added+29,09815 May 2026 (the filing on sec.gov)
Walleye Capital LLC215,732$21m0.09%Added+214,41313 May 2026 (the filing on sec.gov)
Woodline Partners LP215,671$21m0.08%Added+27,82215 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP201,167$19munder 0.1%Trimmed-273,85215 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC157,711$15munder 0.1%Added+141,23315 May 2026 (the filing on sec.gov)
Two Sigma Investments LP155,978$15munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC104,079$10munder 0.1%Added+8,67627 Oct 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (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 →