SOUTHERN CO (SO) — Institutional Holders, Q2 2026

2,418 institutional investment managers reported a SO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $84.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SO stock profile

SO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

122

Added to

1,105

Trimmed

733

Sold out

113

Biggest buyers

PRICE T ROWE ASSOCIATESAdded · +9,990,378 sh+$956.2M
GOLDMAN SACHS GROUPAdded · +8,740,569 sh+$836.6M
Capital World InvestorsAdded · +6,278,825 sh+$600.9M
Boston PartnersNew · +6,174,426 sh+$591.0M
HEALTHCARE OF ONTARIO PENSION PLAN FUNDAdded · +2,787,319 sh+$266.8M

Biggest sellers

JPMORGAN CHASETrimmed · -10,559,549 sh-$1.0B
Capital Research Global InvestorsSold out · -2,614,540 sh-$250.2M
MARSHALL WACE, LLPTrimmed · -2,303,825 sh-$220.5M
BARCLAYS PLCTrimmed · -1,863,313 sh-$178.3M
MASSACHUSETTS FINANCIAL SERVICESTrimmed · -1,764,446 sh-$168.9M

SO 13F holders ranked 1–100 of 2,418

Institutional investors reporting a position in SOUTHERN CO on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 286,967,619 sh	286,967,619	$9.2B	0.14%	+137.7%
2	VANGUARD CAPITAL MANAGEMENT#2 · 73,665,124 sh	73,665,124	$7.1B	0.15%	+3.0%
3	Capital World Investors#3 · 70,655,985 sh	70,655,985	$6.4B	0.75%	+4.1%
4	STATE STREET#4 · 128,791,512 sh	128,791,512	$6.3B	0.19%	+58.3%
5	PRICE T ROWE ASSOCIATES#5 · 48,377,374 sh	48,377,374	$4.5B	0.45%	+26.0%
6	JPMORGAN CHASE#6 · 59,417,201 sh	59,417,201	$3.2B	0.18%	-28.6%
7	GEODE CAPITAL MANAGEMENT#7 · 29,315,285 sh	29,315,285	$2.8B	0.15%	+3.4%
8	VANGUARD PORTFOLIO MANAGEMENT#8 · 27,023,691 sh	27,023,691	$2.6B	0.12%	+3.4%
9	FMR#9 · 42,862,503 sh	42,862,503	$2.2B	0.10%	+32.2%
10	FRANKLIN RESOURCES#10 · 31,313,266 sh	31,313,266	$1.9B	0.42%	+0.1%
11	GOLDMAN SACHS GROUP#11 · 14,601,681 sh	14,601,681	$1.4B	0.12%	+13.5%
12	NORGES BANK#12 · 14,358,862 sh	14,358,862	$1.4B	0.14%	—
13	MASSACHUSETTS FINANCIAL SERVICES#13 · 13,831,354 sh	13,831,354	$1.3B	0.42%	-11.3%
14	MORGAN STANLEY#14 · 28,733,077 sh	28,733,077	$1.3B	0.07%	+70.8%
15	AMERIPRISE FINANCIAL#15 · 11,054,803 sh	11,054,803	$980.4M	0.20%	+3.9%
16	NORTHERN#16 · 9,755,332 sh	9,755,332	$933.7M	0.11%	-0.7%
17	ROYAL BANK OF CANADA#17 · 23,485,079 sh	23,485,079	$851.1M	0.13%	-1.3%
18	BANK OF AMERICA#18 · 20,004,822 sh	20,004,822	$822.9M	0.05%	-4.9%
19	Legal & General Group Plc#19 · 7,703,017 sh	7,703,017	$737.3M	0.15%	-1.9%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT#20 · 7,386,604 sh	7,386,604	$707.0M	0.09%	+3.9%
21	Bank of New York Mellon#21 · 7,778,460 sh	7,778,460	$697.2M	0.11%	0.0%
22	VANGUARD FIDUCIARY#22 · 6,330,286 sh	6,330,286	$605.9M	0.13%	+2.1%
23	WELLINGTON MANAGEMENT GROUP LLP#23 · 72,432,410 sh	72,432,410	$596.1M	0.10%	+960.4%
24	Boston Partners#24 · 6,174,426 sh	6,174,426	$591.1M	0.53%	New
25	VOYA INVESTMENT MANAGEMENT#25 · 292,142,883 sh	292,142,883	$556.7M	0.48%	+2121.4%
26	Invesco Ltd.#26 · 12,627,317 sh	12,627,317	$544.0M	0.04%	-19.0%
27	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#27 · 5,681,674 sh	5,681,674	$543.8M	0.10%	+9.8%
28	Amundi#28 · 4,697,873 sh	4,697,873	$426.0M	0.10%	+31.4%
29	Nuveen#29 · 4,876,684 sh	4,876,684	$424.9M	0.10%	+7.5%
30	WELLS FARGO & COMPANY#30 · 9,000,611 sh	9,000,611	$417.4M	0.07%	+28.8%
31	UBS Group AG#31 · 41,594,946 sh	41,594,946	$393.4M	0.05%	+469.0%
32	Pictet Asset Management Holding SA#32 · 3,766,323 sh	3,766,323	$360.5M	0.34%	-11.1%
33	RAYMOND JAMES FINANCIAL#33 · 3,310,257 sh	3,310,257	$316.6M	0.09%	+5.0%
34	LPL Financial#34 · 3,203,334 sh	3,203,334	$306.6M	0.07%	+4.3%
35	Swiss National Bank#35 · 3,179,600 sh	3,179,600	$304.3M	0.16%	-1.6%
36	BANK OF MONTREAL#36 · 18,993,777 sh	18,993,777	$290.1M	0.10%	+1003.0%
37	Mawer Investment Management Ltd.#37 · 3,023,312 sh	3,023,312	$289.4M	1.97%	-11.6%
38	DEUTSCHE BANK AG\#38 · 4,444,110 sh	4,444,110	$284.4M	0.08%	+72.1%
39	National Pension Service#39 · 2,932,978 sh	2,932,978	$280.7M	0.18%	+1.9%
40	HEALTHCARE OF ONTARIO PENSION PLAN FUND#40 · 2,856,478 sh	2,856,478	$273.4M	0.38%	+4030.3%
41	Mitsubishi UFJ Asset Management , Ltd.#41 · 2,766,994 sh	2,766,994	$264.8M	0.15%	+10.6%
42	MANUFACTURERS LIFE INSURANCE COMPANY, THE#42 · 34,324,666 sh	34,324,666	$263.7M	0.21%	+927.9%
43	DIMENSIONAL FUND ADVISORS#43 · 2,753,892 sh	2,753,892	$263.6M	0.05%	+3.7%
44	BARCLAYS PLC#44 · 4,069,178 sh	4,069,178	$260.0M	0.05%	-37.3%
45	CITIGROUP#45 · 7,365,821 sh	7,365,821	$243.9M	0.08%	-15.4%
46	ENVESTNET ASSET MANAGEMENT#46 · 2,513,008 sh	2,513,008	$240.5M	0.06%	+2.8%
47	Sumitomo Mitsui#47 · 2,492,383 sh	2,492,383	$238.5M	0.14%	+2.2%
48	Vanguard Global Advisers#48 · 2,434,744 sh	2,434,744	$233.0M	0.11%	+1.0%
49	FIRST ADVISORS#49 · 2,431,833 sh	2,431,833	$232.8M	0.14%	+227.3%
50	VANGUARD ASSET MANAGEMENT, Ltd#50 · 2,392,608 sh	2,392,608	$229.0M	0.15%	+15.6%
51	Ensign Peak Advisors#51 · 2,320,369 sh	2,320,369	$222.1M	0.37%	+2.9%
52	Calamos Advisors#52 · 82,732,702 sh	82,732,702	$206.0M	0.69%	+533.3%
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#53 · 2,032,644 sh	2,032,644	$194.5M	0.11%	-3.1%
54	HSBC PLC#54 · 1,992,743 sh	1,992,743	$191.1M	0.08%	+13.9%
55	FEDERATED HERMES#55 · 1,996,635 sh	1,996,635	$188.3M	0.27%	+2.4%
56	RHUMBLINE ADVISERS#56 · 1,967,290 sh	1,967,290	$188.3M	0.14%	+2.3%
57	Pinnacle Financial Partners#57 · 1,932,339 sh	1,932,339	$184.9M	1.26%	+0.4%
58	MILLENNIUM MANAGEMENT#58 · 136,889,621 sh	136,889,621	$184.9M	0.07%	New
59	JENNISON ASSOCIATES#59 · 1,870,949 sh	1,870,949	$179.1M	0.11%	-3.1%
60	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#60 · 1,796,076 sh	1,796,076	$171.9M	0.83%	-8.1%
61	Energy Income Partners#61 · 1,735,602 sh	1,735,602	$166.1M	2.61%	+1.1%
62	NATIXIS ADVISORS#62 · 1,697,019 sh	1,697,019	$162.4M	0.18%	+48.0%
63	Soroban Capital Partners#63 · 1,688,287 sh	1,688,287	$161.6M	0.34%	-28.9%
64	BNP PARIBAS FINANCIAL MARKETS#64 · 2,907,536 sh	2,907,536	$159.5M	0.06%	+115.9%
65	Jupiter Topco#65 · 1,642,660 sh	1,642,660	$157.2M	0.06%	—
66	Empower Advisory Group#66 · 1,634,931 sh	1,634,931	$156.5M	0.37%	+3.3%
67	HIGHBRIDGE CAPITAL MANAGEMENT#67 · 146,919,000 sh	146,919,000	$149.1M	3.63%	New
68	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS#68 · 1,496,314 sh	1,496,314	$143.2M	1.99%	+100.8%
69	HighTower Advisors#69 · 1,476,938 sh	1,476,938	$141.4M	0.14%	-2.6%
70	PRINCIPAL FINANCIAL GROUP#70 · 1,462,913 sh	1,462,913	$140.0M	0.07%	+1.2%
71	CANADA PENSION PLAN INVESTMENT BOARD#71 · 1,457,085 sh	1,457,085	$139.5M	0.08%	+3244.2%
72	Focus Partners Wealth#72 · 1,435,819 sh	1,435,819	$134.8M	0.14%	-1.8%
73	CONFLUENCE INVESTMENT MANAGEMENT#73 · 1,370,593 sh	1,370,593	$131.2M	—	-3.6%
74	VICTORY CAPITAL MANAGEMENT#74 · 30,364,473 sh	30,364,473	$124.8M	0.07%	-0.6%
75	Russell Investments Group, Ltd.#75 · 9,685,322 sh	9,685,322	$120.6M	0.11%	+25.6%
76	TWO SIGMA INVESTMENTS#76 · 52,571,011 sh	52,571,011	$117.0M	0.08%	+189.6%
77	CITADEL ADVISORS#77 · 1,173,137 sh	1,173,137	$112.3M	0.01%	+31.1%
78	ADVENT CAPITAL MANAGEMENT#78 · 47,616,477 sh	47,616,477	$111.6M	2.50%	+8.4%
79	CAPITAL ADVISORS#79 · 1,139,024 sh	1,139,024	$109.0M	1.60%	+9.6%
80	Vanguard Investments Australia, Ltd.#80 · 1,126,072 sh	1,126,072	$107.8M	0.27%	+5.2%
81	Universal- Beteiligungs- und Servicegesellschaft mbH#81 · 39,365,054 sh	39,365,054	$104.2M	0.16%	+1.7%
82	ALLIANCEBERNSTEIN L.P.#82 · 1,064,958 sh	1,064,958	$102.8M	0.03%	+1.9%
83	STIFEL FINANCIAL#83 · 1,067,608 sh	1,067,608	$102.2M	0.09%	+1.1%
84	NewEdge Advisors#84 · 1,067,217 sh	1,067,217	$102.1M	0.30%	+8.6%
85	DUFF & PHELPS INVESTMENT MANAGEMENT#85 · 1,066,805 sh	1,066,805	$102.1M	0.96%	-0.6%
86	ZACKS INVESTMENT MANAGEMENT#86 · 1,037,823 sh	1,037,823	$99.3M	0.71%	0.0%
87	Capital International Investors#87 · 1,036,760 sh	1,036,760	$99.2M	0.02%	-25.1%
88	NEW YORK STATE COMMON RETIREMENT FUND#88 · 1,033,775 sh	1,033,775	$98.9M	0.12%	-1.7%
89	Sculptor Capital#89 · 90,145,678 sh	90,145,678	$98.8M	0.80%	New
90	VAN ECK ASSOCIATES#90 · 1,481,553 sh	1,481,553	$95.8M	0.06%	-4.0%
91	CAMDEN ASSET MANAGEMENT L P#91 · 37,165,900 sh	37,165,900	$93.9M	2.73%	+56.0%
92	JONES FINANCIAL COMPANIES LLLP#92 · 964,398 sh	964,398	$93.7M	0.04%	+21.8%
93	TRUIST FINANCIAL#93 · 1,011,161 sh	1,011,161	$93.0M	0.11%	+4.1%
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#94 · 946,207 sh	946,207	$90.6M	0.15%	-1.5%
95	COMMONWEALTH EQUITY SERVICES#95 · 893,978 sh	893,978	$83.7M	0.11%	+0.4%
96	Verition Fund Management#96 · 30,508,415 sh	30,508,415	$81.7M	0.11%	+143.9%
97	SCHRODER INVESTMENT MANAGEMENT GROUP#97 · 26,842,307 sh	26,842,307	$81.6M	0.06%	-0.9%
98	MACQUARIE GROUP LTD#98 · 846,178 sh	846,178	$81.0M	0.35%	+14.2%
99	APG Asset Management N.V.#99 · 954,653 sh	954,653	$79.9M	0.20%	+28.1%
100	Cetera Investment Advisers#100 · 972,582 sh	972,582	$78.6M	0.07%	+21.8%

Funds that sold out of SO in Q2 2026 (113)

Held SO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Capital Research Global Investors2,614,540 sh	2,614,540	$252.4M
ADAGE CAPITAL PARTNERS GP, L.L.C.1,186,900 sh	1,186,900	$114.6M
Qube Research & Technologies Ltd866,507 sh	866,507	$83.6M
ExodusPoint Capital Management834,955 sh	834,955	$80.6M
RENAISSANCE TECHNOLOGIES431,600 sh	431,600	$41.7M
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND207,650 sh	207,650	$20.0M
Connor, Clark & Lunn Investment Management Ltd.180,786 sh	180,786	$17.4M
Biondo Investment Advisors139,164 sh	139,164	$13.4M
Trexquant Investment97,238 sh	97,238	$9.4M
Campbell & Investment Adviser49,581 sh	49,581	$4.8M
Jain Global46,624 sh	46,624	$4.5M
TORTOISE CAPITAL ADVISORS, L.L.C.42,495 sh	42,495	$4.1M
WOLVERINE ASSET MANAGEMENT38,380 sh	38,380	$3.7M
DARK FOREST CAPITAL MANAGEMENT31,084 sh	31,084	$3.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.29,968 sh	29,968	$2.9M
BANQUE PICTET & CIE SA27,427 sh	27,427	$2.6M
BlueCrest Capital Management Ltd25,962 sh	25,962	$2.5M
M Securities24,753 sh	24,753	$2.4M
Applied Finance Capital Management19,366 sh	19,366	$1.9M
Aquatic Capital Management17,330 sh	17,330	$1.7M
Twin Tree Management14,377 sh	14,377	$1.4M
ONTARIO TEACHERS PENSION PLAN BOARD13,882 sh	13,882	$1.3M
Empire Financial Management Company13,667 sh	13,667	$1.3M
Brevan Howard Capital Management13,020 sh	13,020	$1.3M
Tradewinds11,550 sh	11,550	$1.1M
Resolution Capital Ltd11,400 sh	11,400	$1.1M
Polymer Capital Management (US)11,098 sh	11,098	$1.1M
Dynamic Technology Lab Private Ltd10,498 sh	10,498	$1.0M
Friedenthal Financial10,085 sh	10,085	$973.4K
OLD NATIONAL BANCORP10,007 sh	10,007	$965.9K
Robeco Institutional Asset Management B.V.9,676 sh	9,676	$933.9K
Phoenix Financial Ltd.7,379 sh	7,379	$711.7K
DIVERSIFIED MANAGEMENT7,277 sh	7,277	$702.4K
111 Capital6,810 sh	6,810	$657.3K
Sepio Capital6,762 sh	6,762	$652.7K
Concentric Capital Strategies5,805 sh	5,805	$560.3K
Kesler, Norman & Wride5,239 sh	5,239	$505.6K
SIH Partners, LLLP5,158 sh	5,158	$497.9K
HBK INVESTMENTS L P5,123 sh	5,123	$494.5K
CTC Alternative Strategies, Ltd.4,603 sh	4,603	$444.3K
Willis Johnson & Associates4,045 sh	4,045	$390.4K
Smith & Howard Wealth Management3,601 sh	3,601	$347.6K
Tuttle Capital Management3,392 sh	3,392	$327.4K
DLK Investment Management3,375 sh	3,375	$325.8K
Flaharty Asset Management3,250 sh	3,250	$313.7K
Quadrant Private Wealth Management3,225 sh	3,225	$311.3K
Catalyst Funds Management Pty Ltd3,139 sh	3,139	$303.0K
Drake & Associates3,108 sh	3,108	$300.0K
Van Diest Capital3,066 sh	3,066	$296.0K
STEVENS CAPITAL MANAGEMENT3,028 sh	3,028	$292.0K
EVOKE WEALTH2,929 sh	2,929	$282.8K
BCS Private Wealth Management2,905 sh	2,905	$280.4K
Analyst IMS Investment Management Services Ltd.2,877 sh	2,877	$278.0K
USAdvisors Wealth Management2,825 sh	2,825	$273.0K
Elite Financial2,818 sh	2,818	$272.0K
MOR Wealth Management2,666 sh	2,666	$257.3K
WealthShield Partners2,585 sh	2,585	$249.5K
PATTON FUND MANAGEMENT2,556 sh	2,556	$246.7K
VOLORIDGE INVESTMENT MANAGEMENT2,543 sh	2,543	$245.4K
Baer Investment Advisory2,434 sh	2,434	$235.0K
Holland Advisory Services2,381 sh	2,381	$229.8K
Vines Capital Management2,359 sh	2,359	$227.7K
Wall Street Financial Group2,281 sh	2,281	$220.2K
Presper Financial Architects2,252 sh	2,252	$217.4K
Gibson Wealth Advisors2,232 sh	2,232	$215.4K
Hobart Private Capital2,206 sh	2,206	$213.0K
Providence First2,124 sh	2,124	$205.0K
New Hampshire2,115 sh	2,115	$204.1K
San Luis Wealth Advisors2,112 sh	2,112	$203.9K
PFG Advisors2,100 sh	2,100	$202.6K
Chatterton & Associates2,068 sh	2,068	$201.8K
KILEY JUERGENS WEALTH MANAGEMENT2,086 sh	2,086	$201.3K
WHALEROCK POINT PARTNERS2,079 sh	2,079	$200.7K
Millennium Capital Advisors2,079 sh	2,079	$200.7K
Presidio Capital Management2,074 sh	2,074	$200.2K
Oasis Advisors2,076 sh	2,076	$200.1K
CLEAR INVESTMENT RESEARCH1,867 sh	1,867	$180.2K
Aster Capital Management (DIFC) Ltd1,892 sh	1,892	$174.0K
Innovative Asset Advisors Group1,634 sh	1,634	$157.8K
Root Financial Partners1,553 sh	1,553	$149.9K
TWIN PEAKS WEALTH ADVISORS1,320 sh	1,320	$127.4K
GROUP ONE TRADING, L.P.1,093 sh	1,093	$105.5K
DAGCO1,000 sh	1,000	$96.5K
Global Assets Advisory947 sh	947	$91.4K
True Link Financial Advisors920 sh	920	$88.8K
Global Wealth Strategies & Associates844 sh	844	$81.5K
Destiny Wealth Partners748 sh	748	$72.2K
BALLAST ADVISORS702 sh	702	$67.8K
Missouri & Investment470 sh	470	$45.4K
Opal Wealth Advisors470 sh	470	$45.4K
Legacy Wealth Managment443 sh	443	$42.8K
Kohmann Bosshard Financial Services416 sh	416	$40.2K
Timothy G. Youngquist 2020 Irrevocable389 sh	389	$37.5K
BASSO CAPITAL MANAGEMENT, L.P.370 sh	370	$35.7K
TopTier Wealth Management330 sh	330	$31.9K
Operose Advisors316 sh	316	$30.5K
Scarborough Advisors259 sh	259	$25.0K
Evergreen Advisors255 sh	255	$24.7K
KELLEHER FINANCIAL ADVISORS240 sh	240	$22.0K
Johnson Financial Group213 sh	213	$20.6K

And 13 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.