DOSSIER · 13F Holders · Q2 2026
SO 7.125 12/15/28 A

SOUTHERN CO

52 institutions still hold SOUTHERN CO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 842587842·52 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.0B
visible holders
Holders
52
filers reporting
Concentration
20.71%
Capital World Investors #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported SO 7.125 12/15/28 A in Q2 2026. Capital World Investors leads at 20.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital World Investors
CIK 0001422849
$405M8.1M0.05%Q2 2026
02
FRANKLIN RESOURCES INC
CIK 0000038777
$349M7.0M0.08%Q2 2026
03
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$235M4.7M0.20%Q2 2026
04
BlackRock, Inc.
CIK 0002012383
$122M2.5M0.00%Q2 2026
05
Calamos Advisors LLC
CIK 0001316507
$105M2.1M0.35%Q2 2026
06
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$103M2.1M0.08%Q2 2026
07
PRICE T ROWE ASSOCIATES INC /MD/
CIK 0000080255
$101M2.0M0.01%Q1 2026
08
AMERIPRISE FINANCIAL INC
CIK 0000820027
$64M1.3M0.01%Q2 2026
09
Portman Square Capital LLP
CIK 0001966898
$62M1.2M2.93%Q2 2026
10
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$61M1.2M1.36%Q2 2026
11
CAMDEN ASSET MANAGEMENT L P /CA
CIK 0000903944
$58M1.2M1.68%Q2 2026
12
VAN ECK ASSOCIATES CORP
CIK 0000869178
$50M1.0M0.03%Q2 2026
13
Nuveen, LLC
CIK 0001871926
$45M909K0.01%Q2 2026
14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$36M725K0.04%Q2 2026
15
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$33M667K0.02%Q2 2026
16
D. E. Shaw & Co., Inc.
CIK 0001009207
$32M650K0.02%Q4 2025
17
STATE STREET CORP
CIK 0000093751
$30M607K0.00%Q2 2026
18
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$25M503K0.01%Q2 2026
19
FMR LLC
CIK 0000315066
$21M430K0.00%Q2 2026
20
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$15M293K0.03%Q1 2026
Page 1 of 3
32 more holders available. Log in →