SO Southern Company
Southern Company (SO) Institutional Ownership
What the institutions did with SO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 93.0M | 11.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 73.7M | 8.8% |
| STATE STREET CORP | 64.8M | 7.8% |
| Capital World Investors | 62.5M | 7.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 46.4M | 5.6% |
| JPMORGAN CHASE & CO | 32.8M | 3.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 29.3M | 3.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27.0M | 3.2% |
| FMR LLC | 22.5M | 2.7% |
| FRANKLIN RESOURCES INC | 16.6M | 2.0% |
| GOLDMAN SACHS GROUP INC | 14.6M | 1.7% |
| NORGES BANK | 14.4M | 1.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.8M | 1.7% |
| MORGAN STANLEY | 13.5M | 1.6% |
| NORTHERN TRUST CORP | 9.8M | 1.2% |
| AMERIPRISE FINANCIAL INC | 9.6M | 1.1% |
| ROYAL BANK OF CANADA | 8.7M | 1.0% |
| BANK OF AMERICA CORP /DE/ | 8.4M | 1.0% |
| Legal & General Group Plc | 7.7M | 0.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.4M | 0.9% |
| Bank of New York Mellon Corp | 7.3M | 0.9% |
| VANGUARD FIDUCIARY TRUST CO | 6.3M | 0.8% |
| Boston Partners | 6.2M | 0.7% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.7M | 0.7% |
| Invesco Ltd. | 5.6M | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | Reduced | 43.3M | 32.8M | -10.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 36.4M | 46.4M | +10.0M |
| GOLDMAN SACHS GROUP INC | Increased | 5.8M | 14.6M | +8.7M |
| Capital World Investors | Increased | 56.2M | 62.5M | +6.3M |
| Boston Partners | Increased | 40.7K | 6.2M | +6.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Increased | 69.2K | 2.9M | +2.8M |
| BlackRock, Inc. | Increased | 90.4M | 93.0M | +2.6M |
| Capital Research Global Investors | Sold Out | 2.6M | 0 | -2.6M |
| MARSHALL WACE, LLP | Reduced | 2.3M | 30.3K | -2.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 71.5M | 73.7M | +2.1M |
| BARCLAYS PLC | Reduced | 4.6M | 2.7M | -1.9M |
| STATE STREET CORP | Increased | 63.0M | 64.8M | +1.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | 15.6M | 13.8M | -1.8M |
| FIRST TRUST ADVISORS LP | Increased | 743.0K | 2.4M | +1.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | Increased | 43.6K | 1.5M | +1.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold Out | 1.2M | 0 | -1.2M |
| BANK OF MONTREAL /CAN/ | Increased | 1.7M | 2.9M | +1.1M |
| Squarepoint Ops LLC | Reduced | 1.2M | 53.7K | -1.1M |
| Amundi | Increased | 3.3M | 4.4M | +1.1M |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 4.5M | 5.5M | +1.0M |
| PRUDENTIAL FINANCIAL INC | Reduced | 1.6M | 609.6K | -981.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 28.4M | 29.3M | +960.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 26.1M | 27.0M | +886.8K |
| Qube Research & Technologies Ltd | Sold Out | 866.5K | 0 | -866.5K |
| DEUTSCHE BANK AG\ | Increased | 2.1M | 3.0M | +837.8K |
| ExodusPoint Capital Management, LP | Sold Out | 835.0K | 0 | -835.0K |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Increased | 745.1K | 1.5M | +751.2K |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | 0 | 745.4K | +745.4K |
| Soroban Capital Partners LP | Reduced | 2.4M | 1.7M | -687.2K |
| MORGAN STANLEY | Increased | 12.9M | 13.5M | +624.6K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 1.0M | 1.7M | +619.7K |
| Assenagon Asset Management S.A. | Increased | 608.8K | 1.2M | +602.0K |
| NATIXIS ADVISORS, LLC | Increased | 1.1M | 1.7M | +550.5K |
| Balyasny Asset Management L.P. | Increased | 157.7K | 701.0K | +543.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Increased | 5.2M | 5.7M | +508.1K |
| Verition Fund Management LLC | Increased | 6.1K | 508.4K | +502.3K |
| Cambridge Investment Research Advisors, Inc. | Increased | 477.0K | 954.9K | +477.9K |
| Pictet Asset Management Holding SA | Reduced | 4.2M | 3.8M | -470.2K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 431.6K | 0 | -431.6K |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | 597.7K | 183.1K | -414.7K |
| Mawer Investment Management Ltd. | Reduced | 3.4M | 3.0M | -398.4K |
| SG Americas Securities, LLC | Increased | 288.4K | 684.6K | +396.2K |
| UBS Group AG | Reduced | 4.1M | 3.7M | -374.1K |
| FMR LLC | Reduced | 22.9M | 22.5M | -350.7K |
| Capital International Investors | Reduced | 1.4M | 1.0M | -347.0K |
| VANGUARD ASSET MANAGEMENT, Ltd | Increased | 2.1M | 2.4M | +323.4K |
| CITADEL ADVISORS LLC | Increased | 894.9K | 1.2M | +278.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 7.1M | 7.4M | +275.3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 2.5M | 2.8M | +266.3K |
| Zurich Insurance Group Ltd/FI | Reduced | 474.8K | 211.0K | -263.9K |
| FRANKLIN RESOURCES INC | Reduced | 16.8M | 16.6M | -247.4K |
| HSBC HOLDINGS PLC | Increased | 1.8M | 2.0M | +242.7K |
| Aberdeen Group plc | Reduced | 441.3K | 199.4K | -241.8K |
| Quantinno Capital Management LP | Increased | 459.6K | 700.2K | +240.6K |
| HANCOCK WHITNEY CORP | Reduced | 257.3K | 27.6K | -229.7K |
| Savant Capital, LLC | Increased | 219.0K | 447.8K | +228.8K |
| Calamos Advisors LLC | Reduced | 420.6K | 193.1K | -227.5K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Increased | 56.8K | 279.8K | +223.1K |
| APG Asset Management N.V. | Increased | 745.4K | 954.7K | +209.3K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | Sold Out | 207.7K | 0 | -207.7K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.