SOUTHERN CO (SO): Institutional Ownership
Hedge funds and institutional managers reporting a position in SO · Utilities. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
26
13F filers
Aggregate Value
$723.2M
Across holders
Last Price
$97.16
2026-06-26
Sector
Utilities
GICS
Holder activity6 new9 added9 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Soroban Capital Partners LLC CIK 0001517857 | Hedge Fund | 2.38M | $229.3M | 31.7% | 0.4% | Reduced | $-358.9M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 1.26M | $122.0M | 16.9% | 0.1% | Added | +$121.9M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 1.19M | $114.6M | 15.8% | 0.2% | New | — | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 835K | $80.6M | 11.1% | 0.7% | Added | +$24.9M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 480K | $46.4M | 6.4% | 0.0% | Added | +$8.6M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 432K | $41.7M | 5.8% | 0.1% | Reduced | $-104.4M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 258K | $24.9M | 3.4% | 0.1% | Reduced | $-626K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 156K | $15.1M | 2.1% | 0.0% | New | — | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 123K | $11.8M | 1.6% | 0.0% | Added | +$338K | Q1 2026 |
| BAILLIE GIFFORD & CO CIK 0001088875 | Institutional Manager | 98K | $9.4M | 1.3% | 0.0% | Added | +$9.3M | Q1 2026 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 88K | $8.3M | 1.1% | 0.0% | New | — | Q3 2025 |
| Eisler Capital (UK) Ltd. CIK 0001849486 | Hedge Fund | 40K | $3.6M | 0.5% | 0.0% | Unchanged | +$0 | Q3 2024 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 35K | $3.4M | 0.5% | 0.0% | Added | +$1.8M | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 32K | $3.1M | 0.4% | 0.0% | Added | +$1.5M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 21K | $2.0M | 0.3% | 0.0% | Reduced | $-2.5M | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 13K | $1.3M | 0.2% | 0.0% | Added | +$901K | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 14K | $1.2M | 0.2% | 0.0% | New | — | Q4 2025 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 12K | $1.1M | 0.2% | 0.0% | Reduced | $-2.2M | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 11K | $1.1M | 0.1% | 0.0% | Added | +$193 | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 6K | $608K | 0.1% | 0.0% | Reduced | $-3.7M | Q1 2026 |
Reduced
Hedge Fund
$229.3M· 31.7% of total· 0.4% port· 2.38M sh· $-358.9M QoQ· Q1 2026
Added
Hedge Fund
$122.0M· 16.9% of total· 0.1% port· 1.26M sh· +$121.9M QoQ· Q1 2026
New
Hedge Fund
$114.6M· 15.8% of total· 0.2% port· 1.19M sh· — QoQ· Q1 2026
Added
Hedge Fund
$80.6M· 11.1% of total· 0.7% port· 835K sh· +$24.9M QoQ· Q1 2026
Added
Hedge Fund
$46.4M· 6.4% of total· 0.0% port· 480K sh· +$8.6M QoQ· Q1 2026
Reduced
Hedge Fund
$41.7M· 5.8% of total· 0.1% port· 432K sh· $-104.4M QoQ· Q1 2026
Reduced
Hedge Fund
$24.9M· 3.4% of total· 0.1% port· 258K sh· $-626K QoQ· Q1 2026
New
Hedge Fund
$15.1M· 2.1% of total· 0.0% port· 156K sh· — QoQ· Q1 2026
Added
Institutional Manager
$11.8M· 1.6% of total· 0.0% port· 123K sh· +$338K QoQ· Q1 2026
Added
Institutional Manager
$9.4M· 1.3% of total· 0.0% port· 98K sh· +$9.3M QoQ· Q1 2026
New
Hedge Fund
$8.3M· 1.1% of total· 0.0% port· 88K sh· — QoQ· Q3 2025
Unchanged
Hedge Fund
$3.6M· 0.5% of total· 0.0% port· 40K sh· +$0 QoQ· Q3 2024
Added
Hedge Fund
$3.4M· 0.5% of total· 0.0% port· 35K sh· +$1.8M QoQ· Q1 2026
Added
Hedge Fund
$3.1M· 0.4% of total· 0.0% port· 32K sh· +$1.5M QoQ· Q1 2026
Reduced
Hedge Fund
$2.0M· 0.3% of total· 0.0% port· 21K sh· $-2.5M QoQ· Q1 2026
Added
Hedge Fund
$1.3M· 0.2% of total· 0.0% port· 13K sh· +$901K QoQ· Q1 2026
New
Institutional Manager
$1.2M· 0.2% of total· 0.0% port· 14K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$1.1M· 0.2% of total· 0.0% port· 12K sh· $-2.2M QoQ· Q1 2026
Added
Hedge Fund
$1.1M· 0.1% of total· 0.0% port· 11K sh· +$193 QoQ· Q1 2026
Reduced
Hedge Fund
$608K· 0.1% of total· 0.0% port· 6K sh· $-3.7M QoQ· Q1 2026
Reduced
Hedge Fund
$587K· 0.1% of total· 0.0% port· 6K sh· $-2.2M QoQ· Q1 2026
New
Family Office
$539K· 0.1% of total· 0.0% port· 6K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$457K· 0.1% of total· 0.0% port· 5K sh· $-7K QoQ· Q1 2026
New
Hedge Fund
$301K· 0.0% of total· 0.0% port· 3K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$37K· 0.0% of total· 0.0% port· 380 sh· $-8.0M QoQ· Q1 2026
Unchanged
Hedge Fund
$1K· 0.0% of total· 0.0% port· 14 sh· +$0 QoQ· Q1 2026
1–20 of 26
1 / 2