13F Insight
DOSSIER · 13F Holders · Q1 2026Utilities · Electric ServicesDefensive growthQuality
SO

SOUTHERN CO

2,487 institutions still hold SOUTHERN CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 842587107·Electric Services·2,487 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.0%
vs prior quarter
13F value held
$50.0B
49.0% inst. owned
of float
Holders
2,487
+114 QoQ
filers reporting
Activity
+64 / −19
+867 added · −754 reduced
this quarter
Concentration
17.43%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

2,487 institutions reported SO in Q1 2026. BlackRock, Inc. leads at 17.4% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$8.7B90.4M0.15%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$6.9B71.5M0.17%Q1 202603
STATE STREET CORP
CIK 0000093751
$6.1B63.0M0.21%Q1 202604
Capital World Investors
CIK 0001422849
$5.4B56.2M0.74%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$4.2B43.3M0.27%Q1 202606
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2.8B28.4M0.17%Q1 202607
Vanguard Portfolio Management
CIK 0002100121
$2.5B26.1M0.13%Q1 202608
FMR LLC
CIK 0000315066
$2.2B22.9M0.12%Q1 202609
FRANKLIN RESOURCES INC
CIK 0000038777
$1.6B16.8M0.40%Q1 202610
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$1.5B15.6M0.51%Q1 202611
MORGAN STANLEY
CIK 0000895421
$1.2B12.9M0.08%Q1 202612
NORTHERN TRUST CORP
CIK 0000073124· Index
$949M9.8M0.13%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$910M9.4M0.21%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$845M8.8M0.15%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$809M8.4M0.06%Q1 202616
Legal & General Group Plc
CIK 0000764068
$758M7.8M0.18%Q1 202617
Bank of New York Mellon Corp
CIK 0001390777
$703M7.3M0.13%Q1 202618
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$686M7.1M0.10%Q1 202619
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$598M6.2M0.15%Q1 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$595M6.2M0.07%Q1 2026
Page 1 of 125
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