SOUTHERN CO. $0.7125 (SOMN)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital World Investors | $404.7M | 8,137,287 | 0.05% | 3q | -30.1%-$174.4M |
| FRANKLIN RESOURCES INC | $349.0M | 7,016,358 | 0.08% | 3q | +4.0%+$13.3M |
| VOYA INVESTMENT MANAGEMENT LLC | $235.4M | 4,733,395 | 0.20% | 3q | -2.4%-$5.8M |
| BlackRock, Inc. | $122.5M | 2,461,903 | 0.00% | 2q | -10.5%-$14.4M |
| Calamos Advisors LLC | $105.2M | 2,115,625 | 0.35% | 3q | +1.6%+$1.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $103.4M | 2,067,307 | 0.08% | 3q | +5.9%+$5.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $97.6M | 1,961,470 | 0.01% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $64.4M | 1,294,891 | 0.01% | 3q | +10.7%+$6.2M |
| Portman Square Capital LLP | $61.8M | 1,236,000 | 2.93% | 3q | -7.5%-$5.0M |
| ADVENT CAPITAL MANAGEMENT /DE/ | $60.8M | 1,215,477 | 1.36% | 3q | +8.4%+$4.7M |
| CAMDEN ASSET MANAGEMENT L P /CA | $57.5M | 1,152,900 | 1.68% | 3q | +110.4%+$30.2M |
| VAN ECK ASSOCIATES CORP | $49.8M | 1,000,670 | 0.03% | 3q | -7.2%-$3.8M |
| Nuveen, LLC | $45.2M | 909,382 | 0.01% | 3q | +40.6%+$13.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $36.0M | 724,500 | 0.04% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $33.2M | 667,275 | 0.02% | new | NEW |
| STATE STREET CORP | $30.4M | 606,804 | 0.00% | 3q | +15.4%+$4.0M |
| VICTORY CAPITAL MANAGEMENT INC | $25.0M | 503,000 | 0.01% | 3q | +0.6%+$149.2K |
| FMR LLC | $21.5M | 430,259 | 0.00% | 3q | -1.1%-$229.5K |
| Thrivent Financial for Lutherans | $15.0M | 301,340 | 0.03% | 2q | +2.8%+$411.8K |
| WOLVERINE ASSET MANAGEMENT LLC | $9.3M | 187,052 | 0.08% | new | NEW |
| SSI INVESTMENT MANAGEMENT LLC | $9.1M | 182,480 | 0.53% | 3q | +6.9%+$587.2K |
| Sculptor Capital LP | $7.3M | 145,678 | 0.06% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $7.1M | 143,310 | 0.00% | 3q | +309.8%+$5.4M |
| Russell Investments Group, Ltd. | $5.5M | 5,521,000? | 0.00% | 3q | |
| Capital International, Inc./CA/ | $5.4M | 107,867 | 0.04% | 3q | -47.2%-$4.8M |
| D. E. Shaw & Co., Inc. | $5.0M | 100,000 | 0.00% | new | NEW |
| GABELLI FUNDS LLC | $3.9M | 79,300 | 0.03% | 3q | HELD |
| BlueCrest Capital Management Ltd | $3.3M | 66,407 | 0.11% | new | NEW |
| JANE STREET GROUP, LLC | $3.3M | 65,945 | 0.00% | 3q | +27.2%+$700.8K |
| FEDERATED HERMES, INC. | $3.0M | 60,000 | 0.00% | 3q | HELD |
| CITIGROUP INC | $2.9M | 58,050 | 0.00% | 3q | -34.1%-$1.5M |
| MORGAN STANLEY | $2.7M | 53,392 | 0.00% | 3q | +6.8%+$168.7K |
| Invesco Ltd. | $2.5M | 50,000 | 0.00% | 3q | HELD |
| Elequin Capital, LP | $1.9M | 37,571 | 0.06% | new | NEW |
| HRT FINANCIAL LP | $1.1M | 21,910 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $954.5K | 19,189 | 0.00% | 2q | HELD |
| UBS Group AG | $732.6K | 14,729 | 0.00% | 3q | -27.1%-$272.5K |
| AEGON USA Investment Management, LLC | $727.5K | 14,530 | 0.52% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $550.0K | 11,040 | 0.00% | 2q | +125.3%+$305.9K |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $540.7K | 10,837 | 0.05% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $397.9K | 8,000 | 0.00% | 3q | HELD |
| Central Pacific Bank - Trust Division | $356.1K | 7,160 | 0.04% | 2q | HELD |
| Financiere des Professionnels - Fonds d'investissement inc. | $300.9K | 6,050 | 0.02% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $242.9K | 4,883 | 0.00% | 2q | +62.8%+$93.7K |
| MILLENNIUM MANAGEMENT LLC | $231.3K | 4,630 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $201.3K | 4,048 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $190.0K | 3,800 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $31.0K | 629 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $3.7K | 75 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $2.6K | 53 | 0.00% | new | NEW |
| US BANCORP \DE\ | $2.0K | 41 | 0.00% | 2q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $1.6K | 156,897? | 0.00% | 2q |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-22 | 2026-10-20 | Charter or bylaws amended | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 2 | $772.2K | 17,260 | 1 | 0 | 0 | 0.0% |
| Q2 2026 | 50 | $2.0B | 40,004,499 | 14 | 16 | 9 | 0.0% |
| Q1 2026 | 39 | $2.1B | 40,623,167 | 10 | 12 | 9 | 0.0% |
| Q4 2025 | 41 | $1.9B | 37,186,217 | 40 | 0 | 0 | 0.0% |