Institutional Ownership
Southern Co
CUSIP 842587842UNIT 12/15/2028SO.7.125.12/15/28.AQ1 2026
Institutional Holders
38
13F filers
Shares Held
42.21M
Aggregate institutional
Institutional Value
$1.92B
Q1 2026
Net New Holders
-2
9 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased13
Decreased9
Sold out11
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital World Investors | 11.64M | $598.43M | +534.0K | Added |
| 2 | Franklin Resources Inc | 6.75M | $346.89M | +763.1K | Added |
| 3 | Voya Investment Management LLC | 4.85M | $249.29M | +3.85M | Added |
| 4 | Blackrock, Inc. | 2.75M | $141.40M | +2.75M | New |
| 5 | Calamos Advisors LLC | 2.08M | $106.98M | −404.4K | Reduced |
| 6 | Manufacturers Life Insurance Company, The | 1.95M | $101.13M | −85.7K | Reduced |
| 7 | Portman Square Capital LLP | 1.34M | $69.18M | −450.0K | Reduced |
| 8 | Ameriprise Financial Inc | 1.17M | $60.44M | +92.5K | Added |
| 9 | Advent Capital Management /De/ | 1.12M | $58.07M | +204.4K | Added |
| 10 | Nuveen, LLC | 646.9K | $33.25M | +223.7K | Added |
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