Southern Co. 13F holders
2,377 funds reported a position in Southern Co. in their 13F for the quarter ended 30 June 2026, together 835.5 million shares worth $80.02 billion. Against the quarter before, 95 opened a position, 1,039 added, 710 trimmed and 113 sold out; together they bought a net 30.8 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.
Funds holding2,377+6 on Q1 2026
Shares they held835.5Mworth $80.02 billion
Net bought on the quarter30.8M sharesabout $2.95 billion at the funds' values
Funds buying to selling1,134 to 823opened or added, to cut or sold
Opened 95Added 1,039Held 507Trimmed 710Sold out 113
What each fund did in SO against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SO in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 1,360 reported a position in Southern Co.: 36 opened one, 495 added, 494 trimmed and 118 sold out, a net 2.1 million shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Southern Co. in a 13F for the quarter ended 30 September 2026, and 7 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 30.4 million shares worth $2.54 billion, 0.1% of its reported book. Sold out: Renaissance Technologies, Capital Research Global Investors. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 1.1 million shares, about $91.8 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 30,415,075 | $2.54 billion | 0.1% | +1,099,790 | added | 30 September 2026 | 13F |
| FMR LLC | 22,537,244 | $2.16 billion | 0.1% | -350,690 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Norges Bank | 14,358,862 | $1.37 billion | 0.1% | held | 30 June 2026, an earlier quarter | 13F | |
| Citadel Advisors | 1,173,137 | $112.3 million | 0.1% | +278,240 | added | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 434,991 | $41.6 million | 0.0% | -23,467 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 303,736 | $29.1 million | 0.0% | +147,758 | added | 30 June 2026, an earlier quarter | 13F |
| Baillie Gifford | 74,294 | $7.1 million | 0.0% | -23,476 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 16,972 | $1.6 million | 0.0% | +5,201 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -431,600 | exited | 30 June 2026, an earlier quarter | 13F |
| Capital Research Global Investors | 0 | $0 | 0.0% | -2,614,540 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 92,990,716 | 11.13% | $8.90 billion | 0.13% | +2,622,013 | 13F |
| Vanguard Capital Management LLC | 73,665,124 | 8.82% | $7.05 billion | 0.15% | +2,125,979 | 13F |
| State Street Corp. | 64,809,708 | 7.76% | $6.20 billion | 0.18% | +1,829,620 | 13F |
| Capital World Investors | 62,518,698 | 7.48% | $5.98 billion | 0.71% | +6,278,825 | 13F |
| Price T Rowe Associates Inc. | 46,415,904 | 5.56% | $4.44 billion | 0.45% | +9,990,378 | 13F |
| JPMorgan Chase & Co. | 32,778,201 | 3.92% | $3.17 billion | 0.18% | -10,559,549 | 13F |
| Geode Capital Management, LLC | 29,315,285 | 3.51% | $2.82 billion | 0.15% | +960,236 | 13F |
| Vanguard Portfolio Management LLC | 27,023,691 | 3.23% | $2.59 billion | 0.12% | +886,834 | 13F |
| FMR LLC | 22,537,244 | 2.70% | $2.16 billion | 0.09% | -350,690 | 13F |
| Franklin Resources Inc. | 16,561,908 | 1.98% | $1.59 billion | 0.34% | -247,401 | 13F |
| Goldman Sachs Group Inc. | 14,582,492 | 1.75% | $1.40 billion | 0.15% | +8,740,569 | 13F |
| Norges Bank | 14,358,862 | 1.72% | $1.37 billion | 0.14% | 13F | |
| Massachusetts Financial Services Co. | 13,831,354 | 1.66% | $1.32 billion | 0.42% | -1,764,446 | 13F |
| Morgan Stanley | 13,539,685 | 1.62% | $1.30 billion | 0.07% | +624,619 | 13F |
| Northern Trust Corp. | 9,755,332 | 1.17% | $933.7 million | 0.11% | -72,094 | 13F |
| Ameriprise Financial Inc. | 9,568,912 | 1.15% | $915.8 million | 0.19% | +132,926 | 13F |
| Royal Bank of Canada | 8,721,450 | 1.04% | $834.7 million | 0.14% | -31,725 | 13F |
| Bank of America Corp. | 8,392,512 | 1.00% | $803.2 million | 0.05% | +11,920 | 13F |
| Legal & General Group Plc | 7,703,017 | 0.92% | $737.3 million | 0.15% | -145,265 | 13F |
| Charles Schwab Investment Management Inc. | 7,386,604 | 0.88% | $707.0 million | 0.09% | +275,333 | 13F |
| Bank of New York Mellon Corp | 7,278,460 | 0.87% | $696.6 million | 0.11% | -156 | 13F |
| Vanguard Fiduciary Trust Co. | 6,330,286 | 0.76% | $605.9 million | 0.13% | +133,202 | 13F |
| Boston Partners | 6,174,426 | 0.74% | $591.1 million | 0.53% | +6,133,722 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 5,681,674 | 0.68% | $543.8 million | 0.10% | +508,149 | 13F |
| Invesco Ltd. | 5,577,317 | 0.67% | $533.8 million | 0.04% | +39,318 | 13F |
| Wellington Management Group LLP | 5,519,410 | 0.66% | $528.3 million | 0.09% | +1,003,680 | 13F |
| Amundi | 4,447,873 | 0.53% | $425.7 million | 0.10% | +1,123,457 | 13F |
| Wells Fargo & Company | 4,306,728 | 0.52% | $412.2 million | 0.07% | +51,891 | 13F |
| Nuveen, LLC | 3,967,302 | 0.47% | $379.7 million | 0.09% | +76,731 | 13F |
| Pictet Asset Management Holding SA | 3,766,323 | 0.45% | $360.5 million | 0.34% | -470,170 | 13F |
| UBS Group AG | 3,702,217 | 0.44% | $354.3 million | 0.06% | -374,135 | 13F |
| Raymond James Financial Inc. | 3,306,209 | 0.40% | $316.4 million | 0.09% | +153,807 | 13F |
| LPL Financial LLC | 3,203,334 | 0.38% | $306.6 million | 0.07% | +132,661 | 13F |
| Swiss National Bank | 3,179,600 | 0.38% | $304.3 million | 0.16% | -51,800 | 13F |
| Mawer Investment Management Ltd. | 3,023,312 | 0.36% | $289.4 million | 1.97% | -398,445 | 13F |
| Deutsche Bank AG | 2,955,110 | 0.35% | $282.8 million | 0.08% | +837,840 | 13F |
| National Pension Service | 2,932,978 | 0.35% | $280.7 million | 0.18% | +54,111 | 13F |
| Bank of Montreal | 2,860,777 | 0.34% | $273.8 million | 0.10% | +1,138,795 | 13F |
| Healthcare of Ontario Pension Plan Trust Fund | 2,856,478 | 0.34% | $273.4 million | 0.39% | +2,787,319 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2,766,994 | 0.33% | $264.8 million | 0.15% | +266,285 | 13F |
| Dimensional Fund Advisors LP | 2,753,892 | 0.33% | $263.6 million | 0.05% | +98,848 | 13F |
| Barclays PLC | 2,701,178 | 0.32% | $258.5 million | 0.08% | -1,863,313 | 13F |
| Envestnet Asset Management Inc. | 2,513,008 | 0.30% | $240.5 million | 0.06% | +67,290 | 13F |
| Sumitomo Mitsui Trust Group, Inc. | 2,492,383 | 0.30% | $238.5 million | 0.14% | +52,894 | 13F |
| Citigroup Inc. | 2,464,771 | 0.29% | $235.9 million | 0.11% | -149,079 | 13F |
| Vanguard Global Advisers, LLC | 2,434,744 | 0.29% | $233.0 million | 0.11% | +25,113 | 13F |
| First Trust Advisors LP | 2,431,833 | 0.29% | $232.8 million | 0.14% | +1,688,875 | 13F |
| Vanguard Asset Management, Ltd | 2,392,608 | 0.29% | $229.0 million | 0.15% | +323,365 | 13F |
| Ensign Peak Advisors, Inc | 2,320,369 | 0.28% | $222.1 million | 0.36% | +64,347 | 13F |
| California Public Employees Retirement System | 2,032,644 | 0.24% | $194.5 million | 0.11% | -65,760 | 13F |
The 50 largest of the 2,377 funds that reported a position in SO in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on SO
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 803,300 | $76.9 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 778,400 | $74.5 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 228,600 | $21.9 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 47,400 | $4.5 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 45,900 | $4.4 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 45,000 | $4.3 million | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 13,000 | $1.2 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 11,700 | $1.1 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 May 2026 | 13G | Capital World Investors and 1 other | 63.0 million | 5.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 83.1 million | 7.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 March 2026 | 13G/A | Jpmorgan Chase & Co. and 1 other | 41.3 million | 3.7% | 27 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 19 August 2026 | 20 | $92.07 | SEC |
| 7 August 2026 | 5,418 | $92.90 | SEC |
| 31 July 2026 | 78 | $94.34 | SEC |
| 30 July 2026 | 74 | $96.05 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.