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Southern Co (SOMN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Russell Investments Group, Ltd.
UNCHANGED
Shares5,521,000 from 5,521,000
Change0 (0%)
Value$4.9M (-$552.1K)
Filed 2026-11-06
Calamos Advisors LLC
INCREASED
Shares2,130,090 from 2,115,625
Change+14,465 (+1%)
Value$95.3M (-$9.9M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares228,040 from 301,340
Change-73,300 (-24%)
Value$10.2K (-$4.8K)
Filed 2026-11-05
Wolverine Asset Management LLC
INCREASED
Shares188,888 from 187,052
Change+1,836 (+1%)
Value$8.5M (-$873.7K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares26,057 from 58,050
Change-31,993 (-55%)
Value$1.2M (-$1.7M)
Filed 2026-11-04
Aegon USA Investment Management, LLC
INCREASED
Shares19,530 from 14,530
Change+5,000 (+34%)
Value$879.0K (+$151.5K)
Filed 2026-10-30
Chicago Capital Management, LLC
NEW
Shares10,100
Change+10,100
Value$451.9K
Filed 2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED
Shares7,160 from 7,160
Change0 (0%)
Value$320.3K (-$35.8K)
Filed 2026-10-06
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares6,050 from 6,050
Change0 (0%)
Value$270.7K (-$30.3K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares5,020 from 5,520
Change-500 (-9%)
Value$225 (-$50)
Filed 2026-11-02
Hamilton Point Investment Advisors, LLC
NEW
Shares1,200
Change+1,200
Value$53.7K
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares107
Change+107
Value$4.8K
Filed 2026-10-30
US Bancorp \de\
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.8K (-$205)
Filed 2026-11-05
Portman Square Capital LLP
CLOSED
Shares0 from 1,236,000
Change-1,236,000 (-100%)
Value$0 (-$61.8M)
Filed 2026-10-15
RED Cedar Investment Management, LLC
CLOSED
Shares0 from 10,837
Change-10,837 (-100%)
Value$0 (-$540.7K)
Filed 2026-11-04
Capital World Investors
N/A
Shares— from 8,137,287
Change-8,137,287 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,016,358
Change-7,016,358 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,733,395
Change-4,733,395 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,461,903
Change-2,461,903 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,067,307
Change-2,067,307 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,961,470
Change-1,961,470 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,294,891
Change-1,294,891 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 1,215,477
Change-1,215,477 (-100%)
Value—
Camden Asset Management L P
N/A
Shares— from 1,152,900
Change-1,152,900 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,000,670
Change-1,000,670 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 909,382
Change-909,382 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 724,500
Change-724,500 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 667,275
Change-667,275 (-100%)
Value—
State Street Corp
N/A
Shares— from 606,804
Change-606,804 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 503,000
Change-503,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 430,259
Change-430,259 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 182,480
Change-182,480 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 156,897
Change-156,897 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 145,678
Change-145,678 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 143,310
Change-143,310 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 107,867
Change-107,867 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 79,300
Change-79,300 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 66,407
Change-66,407 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 65,945
Change-65,945 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 53,392
Change-53,392 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 37,571
Change-37,571 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 21,910
Change-21,910 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,189
Change-19,189 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,729
Change-14,729 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 629
Change-629 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 75
Change-75 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Status
Russell Investments Group, Ltd.
UNCHANGED5,521,0005,521,00000%$5.5M$4.9M-$552.1K2026-11-06
Calamos Advisors LLC
INCREASED2,130,0902,115,625+14,465+1%$105.2M$95.3M-$9.9M2026-11-02
Thrivent Financial for Lutherans
DECREASED228,040301,340-73,300-24%$15.0K$10.2K-$4.8K2026-11-05
Wolverine Asset Management LLC
INCREASED188,888187,052+1,836+1%$9.3M$8.5M-$873.7K2026-11-02
Citigroup Inc
DECREASED26,05758,050-31,993-55%$2.9M$1.2M-$1.7M2026-11-04
Aegon USA Investment Management, LLC
INCREASED19,53014,530+5,000+34%$727.5K$879.0K+$151.5K2026-10-30
Chicago Capital Management, LLC
NEW10,100—+10,100——$451.9K—2026-10-21
Central Pacific Bank - Trust Division
UNCHANGED7,1607,16000%$356.1K$320.3K-$35.8K2026-10-06
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED6,0506,05000%$300.9K$270.7K-$30.3K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED5,0205,520-500-9%$275$225-$502026-11-02
Hamilton Point Investment Advisors, LLC
NEW1,200—+1,200——$53.7K—2026-11-03
Provenance Wealth Advisors, LLC
NEW107—+107——$4.8K—2026-10-30
US Bancorp \de\
UNCHANGED414100%$2.0K$1.8K-$2052026-11-05
Portman Square Capital LLP
CLOSED01,236,000-1,236,000-100%$61.8M$0-$61.8M2026-10-15
RED Cedar Investment Management, LLC
CLOSED010,837-10,837-100%$540.7K$0-$540.7K2026-11-04
Capital World Investors
N/A—8,137,287-8,137,287-100%$404.7M———
Franklin Resources Inc
N/A—7,016,358-7,016,358-100%$349.0M———
Voya Investment Management LLC
N/A—4,733,395-4,733,395-100%$235.4M———
BlackRock, Inc.
N/A—2,461,903-2,461,903-100%$122.5M———
Manufacturers Life Insurance Company, the
N/A—2,067,307-2,067,307-100%$103.4M———
Price T Rowe Associates Inc
N/A—1,961,470-1,961,470-100%$97.6K———
Ameriprise Financial Inc
N/A—1,294,891-1,294,891-100%$64.4M———
Advent Capital Management
N/A—1,215,477-1,215,477-100%$60.8M———
Camden Asset Management L P
N/A—1,152,900-1,152,900-100%$57.5M———
Van Eck Associates Corp
N/A—1,000,670-1,000,670-100%$49.8M———
Nuveen, LLC
N/A—909,382-909,382-100%$45.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—724,500-724,500-100%$36.0M———
Two Sigma Investments, LP
N/A—667,275-667,275-100%$33.2M———
State Street Corp
N/A—606,804-606,804-100%$30.4M———
Victory Capital Management Inc
N/A—503,000-503,000-100%$25.0M———
FMR LLC
N/A—430,259-430,259-100%$21.5M———
SSI Investment Management LLC
N/A—182,480-182,480-100%$9.1M———
Lazard Asset Management LLC
N/A—156,897-156,897-100%$1.6K———
Sculptor Capital LP
N/A—145,678-145,678-100%$7.3M———
Bank of America Corp
N/A—143,310-143,310-100%$7.1M———
Capital International, Inc.
N/A—107,867-107,867-100%$5.4M———
D. E. Shaw & Co., Inc.
N/A—100,000-100,000-100%$5.0M———
Gabelli Funds LLC
N/A—79,300-79,300-100%$3.9M———
BlueCrest Capital Management Ltd
N/A—66,407-66,407-100%$3.3M———
Jane Street Group, LLC
N/A—65,945-65,945-100%$3.3M———
Federated Hermes, Inc.
N/A—60,000-60,000-100%$3.0M———
Morgan Stanley
N/A—53,392-53,392-100%$2.7M———
Invesco Ltd.
N/A—50,000-50,000-100%$2.5M———
Elequin Capital, LP
N/A—37,571-37,571-100%$1.9M———
HRT Financial LP
N/A—21,910-21,910-100%$1.1K———
Goldman Sachs Group Inc
N/A—19,189-19,189-100%$954.5K———
UBS Group AG
N/A—14,729-14,729-100%$732.6K———
Gamco Investors, Inc. ET AL
N/A—8,000-8,000-100%$397.9K———
Wells Fargo & Company
N/A—4,883-4,883-100%$242.9K———
Millennium Management LLC
N/A—4,630-4,630-100%$231.3K———
Raymond James Financial Inc
N/A—4,048-4,048-100%$201.3K———
Whittier Trust Co
N/A—3,800-3,800-100%$190.0K———
Royal Bank of Canada
N/A—629-629-100%$31.0K———
Tower Research Capital LLC (TRC)
N/A—75-75-100%$3.7K———
Global Retirement Partners, LLC
N/A—53-53-100%$2.6K———
Showing 55 of 55 institutions