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SO — SOUTHERN CO

Reported value held$27.33B
Funds holding (latest)54
SectorUtilities

Index member: S&P 500

Funds holding (Q2 2026)46
Institutional value$17.45B · 428.38M sh
New / Add / Cut / Exit2 / 23 / 17 / 4
Top-5 / Top-10 concentration73.9% / 93.1%
Institutional holdings change Accumulating +48.1% (+139.21M sh)
Institutional value change Up +17.8%

As of Q2 2026, 46 SEC-registered investment managers reported holding SO (SOUTHERN CO) in their latest 13F filings, with a combined reported value of $17.45B across 428.38M shares. That is +48.1% by share count (+139.21M shares) versus the previous quarter, while reported value moved +17.8%. Ownership is concentrated: the five largest holders account for 73.9% of reported value and the top ten for 93.1%.

Compared with the prior quarter, 2 opened new positions, 23 added to existing stakes, 17 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SO is a constituent of the S&P 500 and is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 108.06M $9.42B 0.14% Add
Capital World Investors history Q2 2026 62.52M $5.98B 0.75% Add
Geode Capital Management history Q2 2026 29.32M $2.82B 0.15% Add
Goldman Sachs Group history Q2 2026 14.58M $1.40B 0.13% Add
Norges Bank Investment Management history Q2 2026 14.36M $1.37B 0.14% Add
MFS Investment Management history Q2 2026 13.83M $1.32B 0.44% Reduce
Northern Trust Corp history Q2 2026 9.76M $933.68M 0.11% Reduce
Legal & General Investment Management America history Q2 2026 7.70M $737.26M 0.15% Reduce
Charles Schwab Investment Management history Q2 2026 7.39M $706.97M 0.09% Add
BNY Mellon history Q2 2026 7.78M $697.17M 0.12% Hold
National Pension Service of Korea history Q2 2026 2.93M $280.72M 0.18% Add
Citadel Advisors history Q2 2026 2.75M $263.67M 0.03% Add
Capital Research Global Investors history Q1 2026 2.61M $252.36M 0.04% Add
Janus Henderson Group history Q1 2026 1.71M $165.39M 0.08% Add
Principal Global Investors history Q2 2026 1.46M $140.02M 0.07% Add
CPP Investments history Q2 2026 1.46M $139.46M 0.08% Add
Balyasny Asset Management history Q2 2026 711.22K $68.07M 0.09% Add
Arrowstreet Capital history Q2 2026 704.10K $67.39M 0.03% Add
Soros Fund Management history Q2 2026 65.00M $65.77M 0.92% New
Prudential Financial history Q2 2026 609.58K $58.34M 0.06% Reduce

View all 54 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Capital World Investors — — — — — — — — — — — — — — — 7.98M 33.55M 41.14M 56.24M 62.52M
Geode Capital Management 16.08M 16.56M 17.58M 18.28M 18.93M 19.51M 19.36M 19.82M 20.12M 20.52M 22.18M 23.45M 24.52M 25.05M 25.77M 26.01M 26.87M 27.26M 28.36M 29.32M
Goldman Sachs Group 3.80M 3.98M 4.00M 4.03M 4.29M 3.79M 4.08M 4.37M 5.07M 5.34M 5.52M 6.34M 7.56M 8.53M 7.34M 8.75M 8.18M 8.68M 7.00M 14.58M
Norges Bank Investment Management — — — — — 6.11M — — — 9.00M — 10.61M — 10.30M — 12.85M — 12.75M — 14.36M
MFS Investment Management 30.82M 30.65M — 28.27M 27.66M 26.56M 27.38M 27.02M 26.10M 25.42M 26.32M 25.86M 25.17M 21.92M 21.18M 20.33M 19.81M 16.30M 15.60M 13.83M
Northern Trust Corp 11.50M 11.26M 11.13M 11.90M 11.90M 11.70M 11.27M 10.57M 10.74M 10.71M 10.26M 10.72M 10.34M 10.81M 10.91M 10.59M 10.57M 9.82M 9.83M 9.76M
Legal & General Investment Management America 10.53M 10.19M 9.93M 9.92M 9.10M 9.04M 9.01M 9.37M 9.01M 10.67M 10.59M 10.57M 9.88M 8.31M 8.42M 8.25M 8.53M 8.42M 7.85M 7.70M
Charles Schwab Investment Management 5.05M 5.26M 5.45M 5.48M 5.61M 5.83M 5.87M 5.89M 5.98M 6.09M 6.22M 6.35M 6.41M 6.60M 6.68M 6.77M 6.81M 6.89M 7.11M 7.39M
BNY Mellon 8.03M 8.16M 7.99M 8.73M 8.80M 9.01M 8.75M 8.52M 8.21M 7.57M 8.01M 7.90M 7.78M 8.43M 8.13M 7.64M 7.68M 7.85M 7.78M 7.78M
National Pension Service of Korea 1.62M 1.56M 1.46M 1.61M 1.68M 1.73M 1.78M 1.94M 2.03M 2.09M 2.12M 2.14M 2.42M 2.60M 2.78M 2.71M 2.75M 2.90M 2.88M 2.93M
Citadel Advisors 2.28M 2.27M 2.08M 2.13M 2.49M 1.48M 1.63M 1.75M 1.61M 1.16M 1.13M 1.82M 2.87M 1.07M 3.51M 3.40M 1.87M 1.49M 2.00M 2.75M
Principal Global Investors 1.28M 1.25M 1.23M 1.26M 1.32M 1.32M 1.34M 1.30M 1.30M 1.29M 1.30M 1.30M 1.35M 1.35M 1.34M 1.43M 1.42M 1.47M 1.45M 1.46M
CPP Investments 2.13M 2.05M 1.67M 1.20M 2.04M 1.80M 1.92M 1.91M 1.91M 1.71M 1.64M 1.64M 1.76M 1.14M 64.51K 1.04M 606.58K 83.72K 43.57K 1.46M
Balyasny Asset Management — 98.25K 94.58K 442.14K 649.11K 1.44M 556.24K 867.09K 972.91K 1.19M 16.40K — — — 91.15K 811.74K — 27.68K 229.31K 711.22K
Arrowstreet Capital — — — — 16.09K — — — — — 15.25K — 117.92K — 105.02K 266.36K 278.65K 114.22K 559.88K 704.10K
Soros Fund Management — — — — — 40.00K 120.00K — 90.00K — — — — — — 77.00M 84.50M — — 65.00M
Prudential Financial 1.24M 1.40M 1.39M 957.98K 923.07K 978.39K 1.01M 992.64K 987.00K 839.09K 793.68K 712.47K 702.03K 599.53K 605.76K 1.16M 1.13M 972.92K 1.59M 609.58K
PNC Financial Services 600.13K 604.65K 586.60K 570.71K 628.86K 563.88K 559.55K 570.82K 558.26K 543.80K 531.41K 517.82K 514.31K 518.71K 518.27K 522.03K 530.63K 513.00K 547.23K 555.87K
Millennium Management 538.95K 1.59M 436.48K 350.55K 2.51M 726.30K 465.40K 542.29K 978.72K 476.53K 22.50M 11.00M 13.50M 10.00M 651.88K 6.50M 519.92K 267.59K 535.96K 527.39K
AQR Capital Management 339.47K 440.54K 446.99K 321.54K 381.31K 315.06K 236.10K 177.42K 188.41K 195.41K 160.43K 142.86K 170.26K 267.88K 460.13K 437.15K 393.34K 236.98K 380.59K 456.98K

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