13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SO 4.5 06/15/27

SOUTHERN CO

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

CUSIP 842587DZ7·79 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.2%
vs prior quarter
13F value held
$548M
56.0% inst. owned
of float
Holders
79
-121 QoQ
filers reporting
Activity
+87 / −21
+864 added · −808 reduced
this quarter
Concentration
8.79%
ADVENT CAPITAL MANAGEMENT /DE/ #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported SO 4.5 06/15/27 in Q1 2026. ADVENT CAPITAL MANAGEMENT /DE/ leads at 8.8% of the visible book. -121 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$48M42.8M1.33%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$44M39.8M0.00%Q1 202603
Universal- Beteiligungs- und Servicegesellschaft mbH
CIK 0002057170
$43M38.0M0.07%Q1 202604
Point72 Asset Management, L.P.
CIK 0001603466
$41M37.0M0.05%Q1 202605
PenderFund Capital Management Ltd.
CIK 0001706164
$34M30.0M5.29%Q1 202606
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$33M29.3M0.02%Q1 202607
BlackRock, Inc.
CIK 0002012383
$31M27.6M0.00%Q1 202608
ZAZOVE ASSOCIATES LLC
CIK 0001009012
$31M28.6M2.63%Q4 202509
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$30M27.1M0.04%Q1 202610
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$29M26.4M0.02%Q1 202611
CAMDEN ASSET MANAGEMENT L P /CA
CIK 0000903944
$26M23.3M0.88%Q1 202612
Brevan Howard Capital Management LP
CIK 0001512857
$22M20.0M0.20%Q1 202613
Ovata Capital Management Ltd
CIK 0001724517
$22M19.5M3.03%Q1 202614
STATE STREET CORP
CIK 0000093751
$20M17.9M0.00%Q1 202615
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$20M18.0M0.02%Q1 202616
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$18M16.5M0.03%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$17M15.0M0.00%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M12.6M0.00%Q1 202619
Verition Fund Management LLC
CIK 0001454027
$14M12.5M0.09%Q1 202620
Calamos Advisors LLC
CIK 0001316507
$12M10.6M0.04%Q1 2026
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