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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 15 listed it in both
Shares listed
166,208,284
combined, among listed positions
Reported value
$15.9bn
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: 16 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +8,450,922.

Managers listing SO in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Capital World Investors62,518,698$6.0bn0.71%Added+6,278,82512 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc46,415,904$4.4bn0.44%Added+9,990,37814 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)22,537,244$2.2bn0.09%Trimmed-350,69013 Aug 2026 (the filing on sec.gov)
MFS Investment Management13,831,354$1.3bn0.42%Trimmed-1,764,4463 Aug 2026 (the filing on sec.gov)
Invesco Ltd5,577,317$534munder 0.1%Added+39,31814 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP5,519,410$528m0.09%Added+1,003,68014 Aug 2026 (the filing on sec.gov)
Soroban Capital Partners LP1,688,287$162m0.34%Trimmed-687,22414 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,642,660$157m0.06%Trimmed-70,89214 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,173,137$112munder 0.1%Added+278,2402 Sep 2026 (the filing on sec.gov)
AllianceBernstein LP1,064,958$103munder 0.1%Added+19,49814 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP704,100$67munder 0.1%Added+144,22413 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC701,019$67m0.08%Added+543,30814 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC508,415$49m0.25%Added+502,32914 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC456,982$44munder 0.1%Added+76,39214 Aug 2026 (the filing on sec.gov)
Millennium Management LLC434,991$42munder 0.1%Trimmed-23,46714 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP303,736$29munder 0.1%Added+147,75814 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.275,457$26munder 0.1%Trimmed-84,04314 Aug 2026 (the filing on sec.gov)
Woodline Partners LP246,048$24m0.07%Added+30,37714 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC121,840$12munder 0.1%Added+17,76127 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP80,351$7.7munder 0.1%Trimmed-120,81614 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP74,550$7.1munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Baillie Gifford & Co74,294$7.1munder 0.1%Trimmed-23,4766 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC66,158$6.3munder 0.1%Trimmed-7,07314 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC56,245$5.4munder 0.1%Added+12,11813 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC53,685$5.1munder 0.1%Trimmed-1,123,49214 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 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 (1)

Exited (5)

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 →