SOUTHERN CO (SO): Ownership & Insider Activity

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
25
13F filers
Aggregate Value
$721.7M
Across holders
Last Price
$90.10
2026-08-24
Sector
Utilities
GICS
Quarterly fund activity13 increased12 reduced6 exited
Full exits: VOLORIDGE INVESTMENT MANAGEMENT, LLC, RENAISSANCE TECHNOLOGIES LLC, ADAGE CAPITAL PARTNERS GP, L.L.C., Qube Research & Technologies Ltd, Brevan Howard Capital Management LP, HBK INVESTMENTS L P
Institutional Holders of SO
25 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Soroban Capital Partners LLC
CIK 0001517857
Hedge Fund1.69M$161.6M22.4%0.3%Reduced$-65.8MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund1.17M$112.3M15.6%0.0%Added+$92.4MQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund704K$67.4M9.3%0.0%Added+$13.8MQ2 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund701K$67.1M9.3%0.1%Added+$52.0MQ2 2026
Verition Fund Management LLC
CIK 0001454027
Hedge Fund508K$48.7M6.7%0.2%Added+$46.3MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund457K$43.7M6.1%0.0%Added+$41.7MQ2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund435K$41.6M5.8%0.0%Reduced+$39.3MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund304K$29.1M4.0%0.0%Added+$28.4MQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund282K$27.0M3.7%0.0%Added$-60.0MQ2 2026
SHAW D E & CO INC
CIK 0001009207
Hedge Fund275K$26.4M3.7%0.0%Reduced$-4.0MQ2 2026
Soroban Capital Partners LLCReduced
Hedge Fund
$161.6M· 22.4% of total· 0.3% port· 1.69M sh· $-65.8M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$112.3M· 15.6% of total· 0.0% port· 1.17M sh· +$92.4M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$67.4M· 9.3% of total· 0.0% port· 704K sh· +$13.8M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$67.1M· 9.3% of total· 0.1% port· 701K sh· +$52.0M QoQ· Q2 2026
Verition Fund Management LLCAdded
Hedge Fund
$48.7M· 6.7% of total· 0.2% port· 508K sh· +$46.3M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$43.7M· 6.1% of total· 0.0% port· 457K sh· +$41.7M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$41.6M· 5.8% of total· 0.0% port· 435K sh· +$39.3M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$29.1M· 4.0% of total· 0.0% port· 304K sh· +$28.4M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$27.0M· 3.7% of total· 0.0% port· 282K sh· $-60.0M QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$26.4M· 3.7% of total· 0.0% port· 275K sh· $-4.0M QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$23.5M· 3.3% of total· 0.1% port· 246K sh· +$2.9M QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$19.7M· 2.7% of total· 0.0% port· 206K sh· $-4.9M QoQ· Q2 2026
Fisher Asset Management, LLCReduced
Institutional Manager
$11.2M· 1.6% of total· 0.0% port· 117K sh· $-496K QoQ· Q2 2026
Lighthouse Investment Partners, LLCAdded
Hedge Fund
$9.5M· 1.3% of total· 0.3% port· 99K sh· QoQ· Q2 2026
BAILLIE GIFFORD & COReduced
Institutional Manager
$7.1M· 1.0% of total· 0.0% port· 74K sh· $-2.2M QoQ· Q2 2026
Clearbridge Investments, LLCReduced
Hedge Fund
$5.2M· 0.7% of total· 0.0% port· 55K sh· $-91K QoQ· Q2 2026
Squarepoint Ops LLCReduced
Hedge Fund
$5.1M· 0.7% of total· 0.0% port· 54K sh· $-16.8M QoQ· Q2 2026
Parallax Volatility Advisers, L.P.Added
Hedge Fund
$4.5M· 0.6% of total· 0.0% port· 47K sh· +$1.1M QoQ· Q2 2026
MARSHALL WACE, LLPReduced
Hedge Fund
$2.9M· 0.4% of total· 0.0% port· 30K sh· $-9.7M QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$2.3M· 0.3% of total· 0.0% port· 24K sh· $-12.0M QoQ· Q2 2026
TCW GROUP INCAdded
Hedge Fund
$1.8M· 0.3% of total· 0.0% port· 19K sh· +$75K QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$1.6M· 0.2% of total· 0.0% port· 17K sh· +$498K QoQ· Q2 2026
Walleye Capital LLCReduced
Hedge Fund
$954K· 0.1% of total· 0.0% port· 10K sh· $-2.6M QoQ· Q2 2026
Ancora Advisors, LLCReduced
Hedge Fund
$920K· 0.1% of total· 0.0% port· 10K sh· $-131K QoQ· Q2 2026
Bridgewater Advisors Inc.Added
Hedge Fund
$463K· 0.1% of total· 0.0% port· 5K sh· +$7K QoQ· Q2 2026
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