DOSSIER · 13F Holders · Q1 2026
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
13F value held
$2.1B
visible holders
Holders
43
filers reporting
Concentration
28.71%
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 28.7% 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
$598M11.6M0.08%Q1 2026
02
FRANKLIN RESOURCES INC
CIK 0000038777
$347M6.7M0.09%Q1 2026
03
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$249M4.8M0.26%Q1 2026
04
BlackRock, Inc.
CIK 0002012383
$141M2.8M0.00%Q1 2026
05
Calamos Advisors LLC
CIK 0001316507
$107M2.1M0.38%Q1 2026
06
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$101M2.0M0.09%Q1 2026
07
PRICE T ROWE ASSOCIATES INC /MD/
CIK 0000080255
$101M2.0M0.01%Q1 2026
08
Portman Square Capital LLP
CIK 0001966898
$62M1.2M2.93%Q2 2026
09
AMERIPRISE FINANCIAL INC
CIK 0000820027
$60M1.2M0.01%Q1 2026
10
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$58M1.1M1.60%Q1 2026
11
VAN ECK ASSOCIATES CORP
CIK 0000869178
$55M1.1M0.04%Q1 2026
12
Nuveen, LLC
CIK 0001871926
$33M647K0.01%Q1 2026
13
D. E. Shaw & Co., Inc.
CIK 0001009207
$32M650K0.02%Q4 2025
14
CAMDEN ASSET MANAGEMENT L P /CA
CIK 0000903944
$28M548K0.96%Q1 2026
15
STATE STREET CORP
CIK 0000093751
$27M526K0.00%Q1 2026
16
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$26M500K0.02%Q1 2026
17
FMR LLC
CIK 0000315066
$22M435K0.00%Q1 2026
18
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$15M293K0.03%Q1 2026
19
Capital International, Inc./CA/
CIK 0000895213
$10M204K0.08%Q1 2026
20
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$9M171K0.61%Q1 2026
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