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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 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Jan 2025
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 11 listed it in both
Shares listed
81,671,521
combined, among listed positions
Reported value
$6.7bn
combined, at the quarter end

Among the 94 comparable managers: 6 buyers (opened or added shares) and 8 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
Fidelity (FMR LLC)28,215,976$2.3bn0.14%Trimmed-1,159,6165 Nov 2026 (the filing on sec.gov)
MFS Investment Management21,920,407$1.8bn0.57%Trimmed-3,245,81612 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc15,876,440$1.3bn0.15%Trimmed-2,147,93714 Feb 2025 (the filing on sec.gov)
Invesco Ltd5,325,294$438m0.08%Added+746,97513 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP4,322,931$356m0.43%Added+3,307,52713 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP2,984,209$246munder 0.1%Trimmed-42,50312 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,368,788$113m0.17%Addedn.a.13 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP1,093,204$90munder 0.1%Trimmed-14,06012 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC175,425$14m0.06%Trimmed-63,02414 Feb 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP116,137$9.6munder 0.1%Trimmed-143,86314 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp113,145$9.3munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors69,126$5.7munder 0.1%Trimmed-2,308,98013 Feb 2025 (the filing on sec.gov)
Woodline Partners LP65,800$5.4munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Baillie Gifford & Co24,639$2.0munder 0.1%Added+2,40831 Jan 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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 (0)

No exit shown by a manager’s own filing.

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 →