Southern Co. 13F holders
Of the 44 funds followed here, 9 reported a position in Southern Co. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 29.3 million shares worth $2.82 billion, 0.2% of its reported book. Sold out: Renaissance Technologies, Capital Research Global Investors.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 29,315,285 | $2.82 billion | 0.2% | +960,236 | added | 30 June 2026 | 13F |
| FMR LLC | 22,537,244 | $2.16 billion | 0.1% | -350,690 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 14,358,862 | $1.37 billion | 0.1% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 2,754,837 | $263.7 million | 0.0% | +757,940 | added | 30 June 2026 | 13F |
| Millennium Management | 527,391 | $50.5 million | 0.0% | -8,567 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 328,436 | $31.4 million | 0.0% | +159,258 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 274,500 | $26.3 million | 0.0% | +126,900 | added | 30 June 2026 | 13F |
| Baillie Gifford | 74,294 | $7.1 million | 0.0% | -23,476 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 16,972 | $1.6 million | 0.0% | +5,201 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -431,600 | exited | 30 June 2026 | 13F |
| Capital Research Global Investors | 0 | $0 | 0.0% | -2,614,540 | exited | 30 June 2026 | 13F |
Value is what the fund reported. 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.
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. 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.
Fails 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. Largest in the window: 5,418 on 7 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to SO by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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