SOMN — SOUTHERN CO
As of Q2 2026, 17 SEC-registered investment managers reported holding SOMN (SOUTHERN CO) in their latest 13F filings, with a combined reported value of $1.06B across 23.35M shares. That is -9.9% by share count (-2.57M shares) versus the previous quarter, while reported value moved -13.7%. Ownership is concentrated: the five largest holders account for 95.8% of reported value and the top ten for 99.6%.
Compared with the prior quarter, 3 opened new positions, 5 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SOMN 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.
Q2 2026 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 8.14M | $404.75M | 0.05% | Reduce |
| Franklin Resources history | 7.02M | $348.99M | 0.08% | Add |
| BlackRock Inc history | 2.46M | $122.46M | 0.00% | Reduce |
| Manulife Financial history | 2.07M | $103.45M | 0.08% | Add |
| Two Sigma Investments history | 667.27K | $33.19M | 0.03% | New |
| Fidelity Management & Research (FMR) history | 430.26K | $21.47M | 0.00% | Reduce |
| Bank of America Corp history | 143.31K | $7.13M | 0.00% | Add |
| D. E. Shaw & Co history | 100.00K | $4.99M | 0.00% | New |
| Citigroup Inc history | 58.05K | $2.89M | 0.00% | Reduce |
| Morgan Stanley history | 53.39K | $2.66M | 0.00% | Add |
| Invesco Ltd history | 50.00K | $2.49M | 0.00% | Hold |
| Goldman Sachs Group history | 19.19K | $954.46K | 0.00% | Hold |
| UBS Group AG history | 14.73K | $732.62K | 0.00% | Reduce |
| Wells Fargo & Co history | 4.88K | $242.88K | 0.00% | Add |
| Millennium Management history | 4.63K | $231.32K | 0.00% | New |
| T. Rowe Price Associates history | 1.96M | $97.56K | 0.01% | Hold |
| Lazard Asset Management history | 156.90K | $1.56K | 0.00% | Hold |
Q1 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 11.64M | $598.43M | 0.08% | Add |
| Franklin Resources history | 6.75M | $346.89M | 0.09% | Add |
| BlackRock Inc history | 2.75M | $141.40M | 0.00% | New |
| Manulife Financial history | 1.95M | $101.13M | 0.09% | Reduce |
| Fidelity Management & Research (FMR) history | 434.86K | $22.45M | 0.00% | Hold |
| Citigroup Inc history | 88.05K | $4.53M | 0.00% | Add |
| Morgan Stanley history | 50.00K | $2.57M | 0.00% | Hold |
| Invesco Ltd history | 50.00K | $2.57M | 0.00% | Hold |
| Bank of America Corp history | 34.97K | $1.80M | 0.00% | Reduce |
| UBS Group AG history | 20.21K | $1.04M | 0.00% | Reduce |
| Goldman Sachs Group history | 19.17K | $985.49K | 0.00% | New |
| Wells Fargo & Co history | 3.00K | $154.20K | 0.00% | New |
| T. Rowe Price Associates history | 1.96M | $100.78K | 0.01% | Hold |
| Lazard Asset Management history | 156.90K | $1.61K | 0.00% | New |
Q4 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 11.11M | $559.43M | 0.08% | New |
| Franklin Resources history | 5.99M | $301.44M | 0.07% | New |
| Manulife Financial history | 2.04M | $101.47M | 0.08% | New |
| D. E. Shaw & Co history | 650.00K | $32.33M | 0.02% | New |
| Fidelity Management & Research (FMR) history | 434.86K | $21.58M | 0.00% | New |
| MFS Investment Management history | 200.00K | $10.07M | 0.00% | New |
| Bank of America Corp history | 137.44K | $6.92M | 0.00% | New |
| Millennium Management history | 100.21K | $4.98M | 0.00% | New |
| UBS Group AG history | 97.63K | $4.92M | 0.00% | New |
| Morgan Stanley history | 50.00K | $2.52M | 0.00% | New |
| Citigroup Inc history | 50.00K | $2.52M | 0.00% | New |
| Invesco Ltd history | 50.00K | $2.52M | 0.00% | New |
| Janus Henderson Group history | 50.00K | $2.51M | 0.00% | New |
| Marshall Wace history | 50.00K | $2.49M | 0.00% | New |
| JPMorgan Chase & Co history | 48.25K | $2.43M | 0.00% | New |
| T. Rowe Price Associates history | 1.96M | $98.89K | 0.01% | New |
New Positions (Q2 2026)
- Two Sigma Investments 667.27K sh · $33.19M
- D. E. Shaw & Co 100.00K sh · $4.99M
- Millennium Management 4.63K sh · $231.32K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| Capital World Investors | 8.14M | 11.64M | 11.11M |
| Franklin Resources | 7.02M | 6.75M | 5.99M |
| BlackRock Inc | 2.46M | 2.75M | — |
| Manulife Financial | 2.07M | 1.95M | 2.04M |
| Two Sigma Investments | 667.27K | — | — |
| Fidelity Management & Research (FMR) | 430.26K | 434.86K | 434.86K |
| Bank of America Corp | 143.31K | 34.97K | 137.44K |
| D. E. Shaw & Co | 100.00K | — | 650.00K |
| Citigroup Inc | 58.05K | 88.05K | 50.00K |
| Morgan Stanley | 53.39K | 50.00K | 50.00K |
| Invesco Ltd | 50.00K | 50.00K | 50.00K |
| Goldman Sachs Group | 19.19K | 19.17K | — |
| UBS Group AG | 14.73K | 20.21K | 97.63K |
| Wells Fargo & Co | 4.88K | 3.00K | — |
| Millennium Management | 4.63K | — | 100.21K |
| T. Rowe Price Associates | 1.96M | 1.96M | 1.96M |
| Lazard Asset Management | 156.90K | 156.90K | — |
| JPMorgan Chase & Co | — | — | 48.25K |
| Marshall Wace | — | — | 50.00K |
| MFS Investment Management | — | — | 200.00K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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