13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SO 7.125 12/15/28 A

SOUTHERN CO

43 institutions still hold SOUTHERN CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 842587842·43 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$1.9B
68.0% inst. owned
of float
Holders
43
+100 QoQ
filers reporting
Activity
+81 / −104
+817 added · −772 reduced
this quarter
Concentration
30.94%
Capital World Investors #1
top holder share
AI Holders Summary · Q1 2026

43 institutions reported SO 7.125 12/15/28 A in Q1 2026. Capital World Investors leads at 30.9% of the visible book. +100 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Capital World Investors
CIK 0001422849
$598M11.6M0.08%Q1 202602
FRANKLIN RESOURCES INC
CIK 0000038777
$347M6.7M0.09%Q1 202603
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$249M4.8M0.26%Q1 202604
BlackRock, Inc.
CIK 0002012383
$141M2.8M0.00%Q1 202605
Calamos Advisors LLC
CIK 0001316507
$107M2.1M0.38%Q1 202606
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$101M2.0M0.09%Q1 202607
Portman Square Capital LLP
CIK 0001966898
$69M1.3M2.66%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$60M1.2M0.01%Q1 202609
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$58M1.1M1.60%Q1 202610
Nuveen, LLC
CIK 0001871926
$33M647K0.01%Q1 202611
D. E. Shaw & Co., Inc.
CIK 0001009207
$32M650K0.02%Q4 202512
CAMDEN ASSET MANAGEMENT L P /CA
CIK 0000903944
$28M548K0.96%Q1 202613
STATE STREET CORP
CIK 0000093751
$27M526K0.00%Q1 202614
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$26M500K0.02%Q1 202615
FMR LLC
CIK 0000315066
$22M435K0.00%Q1 202616
Capital International, Inc./CA/
CIK 0000895213
$10M204K0.08%Q1 202617
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$9M171K0.61%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$5M97K0.00%Q1 202619
CITIGROUP INC
CIK 0000831001
$5M88K0.00%Q1 202620
GABELLI FUNDS LLC
CIK 0001081407
$4M79K0.03%Q1 2026
Page 1 of 3
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