Southern Co

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hudson Bay Capital Management LP

INCREASED

Shares279,129,000 from 174,845,000

Change+104,284,000 (+60%)

Value$314.7M (+$121.1M)

Filed 2025-12-15

Lazard Asset Management LLC

DECREASED

Shares85,374,000 from 113,002,000

Change-27,628,000 (-24%)

Value$962.0K (+$836.7K)

Filed 2025-11-14

Universal- Beteiligungs- und Servicegesellschaft mbH

DECREASED

Shares73,039,000 from 89,819,000

Change-16,780,000 (-19%)

Value$83.2M (-$16.2M)

Filed 2025-10-30

Point72 Asset Management, L.P.

INCREASED

Shares62,775,000 from 38,950,000

Change+23,825,000 (+61%)

Value$70.8M (+$27.6M)

Filed 2025-11-14

Aequim Alternative Investments LP

INCREASED

Shares50,000,000 from 43,500,000

Change+6,500,000 (+15%)

Value$56.3M (+$8.1M)

Filed 2025-11-14

Victory Capital Management Inc

DECREASED

Shares46,408,000 from 47,761,000

Change-1,353,000 (-3%)

Value$52.3M (-$563.8K)

Filed 2025-11-12

Susquehanna Advisors Group, Inc.

INCREASED

Shares35,700,000 from 29,200,000

Change+6,500,000 (+22%)

Value$401.5K (+$78.4K)

Filed 2025-11-14

Highbridge Capital Management LLC

UNCHANGED

Shares24,000,000 from 24,000,000

Change0 (0%)

Value$27.1M (+$532.8K)

Filed 2025-11-10

State Street Corp

DECREASED

Shares19,530,000 from 22,000,000

Change-2,470,000 (-11%)

Value$22.2M (-$2.1M)

Filed 2025-11-14

Royal Bank of Canada

INCREASED

Shares19,303,000 from 17,078,000

Change+2,225,000 (+13%)

Value$21.7M (+$2.8M)

Filed 2025-11-14

SSI Investment Management LLC

DECREASED

Shares17,571,000 from 28,176,000

Change-10,605,000 (-38%)

Value$19.8M (-$11.4M)

Filed 2025-10-28

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

DECREASED

Shares15,950,000 from 18,950,000

Change-3,000,000 (-16%)

Value$18.0M (-$3.0M)

Filed 2025-11-14

JPMorgan Chase & Co

INCREASED

Shares15,792,000 from 11,268,000

Change+4,524,000 (+40%)

Value$17.8M (+$5.4M)

Filed 2025-11-26

Wellington Management Group LLP

DECREASED

Shares12,265,000 from 12,340,000

Change-75,000 (-1%)

Value$14.0M (+$310.9K)

Filed 2025-11-14

Bank of America Corp

DECREASED

Shares12,133,000 from 12,156,000

Change-23,000 (0%)

Value$13.7M (+$201.4K)

Filed 2026-02-03

Capstone Investment Advisors, LLC

DECREASED

Shares11,000,000 from 12,500,000

Change-1,500,000 (-12%)

Value$12.4M (-$1.5M)

Filed 2025-11-14

QVT Financial LP

NEW

Shares8,859,000

Change+8,859,000

Value$10.1M

Filed 2025-11-14

Bank of Montreal

UNCHANGED

Shares8,500,000 from 8,500,000

Change0 (0%)

Value$9.6M (+$188.4K)

Filed 2025-11-13

BlackRock, Inc.

INCREASED

Shares8,325,000 from 8,125,000

Change+200,000 (+2%)

Value$9.4M (+$377.0K)

Filed 2025-11-12

FMR LLC

DECREASED

Shares8,224,000 from 11,718,000

Change-3,494,000 (-30%)

Value$9.3M (-$3.7M)

Filed 2025-11-13

Voya Investment Management LLC

UNCHANGED

Shares8,000,000 from 8,000,000

Change0 (0%)

Value$9.0M (+$149.6K)

Filed 2025-10-09

Morgan Stanley

INCREASED

Shares6,999,000 from 3,774,000

Change+3,225,000 (+85%)

Value$7.9M (+$3.7M)

Filed 2026-05-27

Calamos Advisors LLC

DECREASED

Shares6,923,000 from 6,953,000

Change-30,000 (0%)

Value$7.8M (+$124.3K)

Filed 2025-10-20

Thrivent Financial for Lutherans

UNCHANGED

Shares6,908,000 from 6,908,000

Change0 (0%)

Value$7.9K (+$196)

Filed 2025-11-04

Lord, Abbett & Co. LLC

DECREASED

Shares6,070,000 from 6,205,000

Change-135,000 (-2%)

Value$6.8K (-$36)

Filed 2025-11-13

Conning Inc.

DECREASED

Shares5,610,000 from 5,675,000

Change-65,000 (-1%)

Value$6.3M (+$63.5K)

Filed 2025-10-28

Man Group plc

DECREASED

Shares5,350,000 from 6,200,000

Change-850,000 (-14%)

Value$6.0M (-$812.3K)

Filed 2025-11-14

Warberg Asset Management LLC

INCREASED

Shares4,747,000 from 959,000

Change+3,788,000 (+395%)

Value$5.4M (+$4.3M)

Filed 2025-11-06

BNP Paribas Financial Markets

INCREASED

Shares4,620,000 from 3,113,000

Change+1,507,000 (+48%)

Value$5.2M (+$1.8M)

Filed 2025-11-13

Barclays PLC

DECREASED

Shares4,048,000 from 5,629,000

Change-1,581,000 (-28%)

Value$4.6M (-$1.7M)

Filed 2026-03-31

Citigroup Inc

DECREASED

Shares3,744,000 from 4,816,000

Change-1,072,000 (-22%)

Value$4.2M (-$1.1M)

Filed 2025-11-10

Fort Baker Capital Management LP

UNCHANGED

Shares2,687,000 from 2,687,000

Change0 (0%)

Value$3.1M (+$87.2K)

Filed 2025-11-14

Russell Investments Group, Ltd.

UNCHANGED

Shares2,617,000 from 2,617,000

Change0 (0%)

Value$3.0M (+$84.8K)

Filed 2025-11-13

Mizuho Securities USA LLC

DECREASED

Shares2,500,000 from 24,679,000

Change-22,179,000 (-90%)

Value$2.8M (-$24.5M)

Filed 2025-10-22

Aegon USA Investment Management, LLC

UNCHANGED

Shares2,268,000 from 2,268,000

Change0 (0%)

Value$2.6M (+$42.4K)

Filed 2025-10-24

Advent Capital Management

UNCHANGED

Shares1,950,000 from 1,950,000

Change0 (0%)

Value$2.2M (+$36.5K)

Filed 2025-11-13

Mackay Shields LLC

INCREASED

Shares655,000 from 650,000

Change+5,000 (+1%)

Value$738.0K (+$17.8K)

Filed 2025-10-27

Central Pacific Bank - Trust Division

UNCHANGED

Shares569,000 from 569,000

Change0 (0%)

Value$640.4K (+$10.6K)

Filed 2025-10-02

Franklin Resources Inc

UNCHANGED

Shares532,000 from 532,000

Change0 (0%)

Value$599.4K (+$9.9K)

Filed 2025-11-13

Bank Hapoalim BM

DECREASED

Shares515,000 from 523,000

Change-8,000 (-2%)

Value$581 (+$3)

Filed 2025-10-29

Jane Street Group, LLC

DECREASED

Shares478,000 from 5,595,000

Change-5,117,000 (-91%)

Value$534.0K (-$5.6M)

Filed 2025-11-14

Wells Fargo & Company

DECREASED

Shares314,000 from 3,918,000

Change-3,604,000 (-92%)

Value$354.7K (-$4.0M)

Filed 2025-11-13

LPL Financial LLC

INCREASED

Shares89,000 from 24,000

Change+65,000 (+271%)

Value$100.3K (+$73.8K)

Filed 2025-11-12

Steward Partners Investment Advisory, LLC

DECREASED

Shares64,000 from 82,000

Change-18,000 (-22%)

Value$72.0K (-$18.7K)

Filed 2025-11-12

Ameriprise Financial Inc

UNCHANGED

Shares53,000 from 53,000

Change0 (0%)

Value$59.7K (+$992)

Filed 2025-11-14

&partners

INCREASED

Shares52,000 from 44,000

Change+8,000 (+18%)

Value$58.5K (+$9.8K)

Filed 2025-11-14

Vontobel Holding Ltd.

UNCHANGED

Shares45,000 from 45,000

Change0 (0%)

Value$50.4K (+$608)

Filed 2025-10-15

HB Wealth Management, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$22.5K (+$482)

Filed 2025-10-23

Stonegate Investment Group, LLC

INCREASED

Shares19,000 from 13,000

Change+6,000 (+46%)

Value$21.4K (+$7.0K)

Filed 2025-11-03

Northwestern Mutual Wealth Management Co

INCREASED

Shares17,000 from 16,000

Change+1,000 (+6%)

Value$19.1K (+$1.4K)

Filed 2025-11-14

Roundview Capital LLC

UNCHANGED

Shares12,500 from 12,500

Change0 (0%)

Value$14.1K (+$301)

Filed 2025-11-12

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$12.6K (+$452)

Filed 2025-10-29

Bartlett & Co. Wealth Management LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$8.0K (+$236)

Filed 2025-10-09

Tenor Capital Management Co., L.P.

CLOSED

Shares0 from 30,000,000

Change-30,000,000 (-100%)

Value$0 (-$33.3M)

Filed 2025-11-14

RWC Asset Management LLP

CLOSED

Shares0 from 10,000,000

Change-10,000,000 (-100%)

Value$0 (-$11.1M)

Filed 2025-10-27

Millennium Management LLC

CLOSED

Shares0 from 6,500,000

Change-6,500,000 (-100%)

Value$0 (-$7.2M)

Filed 2025-11-14

UBS Group AG

CLOSED

Shares0 from 6,484,000

Change-6,484,000 (-100%)

Value$0 (-$7.2M)

Filed 2025-11-13

Union Bancaire Privee, UBP SA

CLOSED

Shares0 from 4,115,000

Change-4,115,000 (-100%)

Value$0 (-$3.8M)

Filed 2025-10-07

Zazove Associates LLC

CLOSED

Shares0 from 1,660,000

Change-1,660,000 (-100%)

Value$0 (-$1.8M)

Filed 2025-10-17

Police & Firemen's Retirement System of New Jersey

CLOSED

Shares0 from 1,115,000

Change-1,115,000 (-100%)

Value$0 (-$1.2M)

Filed 2025-11-12

Camden Asset Management L P

CLOSED

Shares0 from 905,000

Change-905,000 (-100%)

Value$0 (-$1.0M)

Filed 2025-11-13

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 830,000

Change-830,000 (-100%)

Value$0 (-$918.6K)

Filed 2025-11-10

Bank of New York Mellon Corp

CLOSED

Shares0 from 500,000

Change-500,000 (-100%)

Value$0 (-$553.7K)

Filed 2025-11-03

American Century Companies Inc

CLOSED

Shares0 from 478,000

Change-478,000 (-100%)

Value$0 (-$529.6K)

Filed 2025-11-12

Jefferies Financial Group Inc.

CLOSED

Shares0 from 200,000

Change-200,000 (-100%)

Value$0 (-$221.1K)

Filed 2025-11-13

Virtus Advisers, LLC

CLOSED

Shares0 from 40,000

Change-40,000 (-100%)

Value$0 (-$44.3K)

Filed 2026-02-13

Loomis Sayles & Co L P

CLOSED

Shares0 from 13,248

Change-13,248 (-100%)

Value$0 (-$1.2M)

Filed 2025-11-13

Context Capital Management, LLC

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$2.8M)

Filed 2025-11-12

Raymond James Financial Inc

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$1.1K)

Filed 2025-11-14

Quaero Capital S.A.

N/A

Shares— from 1,800,000

Change-1,800,000 (-100%)

Value—

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Hudson Bay Capital Management LP	INCREASED	279,129,000	174,845,000	+104,284,000	+60%	$193.6M	$314.7M	+$121.1M	2025-12-15
Lazard Asset Management LLC	DECREASED	85,374,000	113,002,000	-27,628,000	-24%	$125.2K	$962.0K	+$836.7K	2025-11-14
Universal- Beteiligungs- und Servicegesellschaft mbH	DECREASED	73,039,000	89,819,000	-16,780,000	-19%	$99.4M	$83.2M	-$16.2M	2025-10-30
Point72 Asset Management, L.P.	INCREASED	62,775,000	38,950,000	+23,825,000	+61%	$43.1M	$70.8M	+$27.6M	2025-11-14
Aequim Alternative Investments LP	INCREASED	50,000,000	43,500,000	+6,500,000	+15%	$48.2M	$56.3M	+$8.1M	2025-11-14
Victory Capital Management Inc	DECREASED	46,408,000	47,761,000	-1,353,000	-3%	$52.8M	$52.3M	-$563.8K	2025-11-12
Susquehanna Advisors Group, Inc.	INCREASED	35,700,000	29,200,000	+6,500,000	+22%	$323.1K	$401.5K	+$78.4K	2025-11-14
Highbridge Capital Management LLC	UNCHANGED	24,000,000	24,000,000	0	0%	$26.6M	$27.1M	+$532.8K	2025-11-10
State Street Corp	DECREASED	19,530,000	22,000,000	-2,470,000	-11%	$24.3M	$22.2M	-$2.1M	2025-11-14
Royal Bank of Canada	INCREASED	19,303,000	17,078,000	+2,225,000	+13%	$18.9M	$21.7M	+$2.8M	2025-11-14
SSI Investment Management LLC	DECREASED	17,571,000	28,176,000	-10,605,000	-38%	$31.2M	$19.8M	-$11.4M	2025-10-28
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	DECREASED	15,950,000	18,950,000	-3,000,000	-16%	$21.0M	$18.0M	-$3.0M	2025-11-14
JPMorgan Chase & Co	INCREASED	15,792,000	11,268,000	+4,524,000	+40%	$12.5M	$17.8M	+$5.4M	2025-11-26
Wellington Management Group LLP	DECREASED	12,265,000	12,340,000	-75,000	-1%	$13.7M	$14.0M	+$310.9K	2025-11-14
Bank of America Corp	DECREASED	12,133,000	12,156,000	-23,000	0%	$13.5M	$13.7M	+$201.4K	2026-02-03
Capstone Investment Advisors, LLC	DECREASED	11,000,000	12,500,000	-1,500,000	-12%	$13.9M	$12.4M	-$1.5M	2025-11-14
QVT Financial LP	NEW	8,859,000	—	+8,859,000	—	—	$10.1M	—	2025-11-14
Bank of Montreal	UNCHANGED	8,500,000	8,500,000	0	0%	$9.4M	$9.6M	+$188.4K	2025-11-13
BlackRock, Inc.	INCREASED	8,325,000	8,125,000	+200,000	+2%	$9.0M	$9.4M	+$377.0K	2025-11-12
FMR LLC	DECREASED	8,224,000	11,718,000	-3,494,000	-30%	$13.0M	$9.3M	-$3.7M	2025-11-13
Voya Investment Management LLC	UNCHANGED	8,000,000	8,000,000	0	0%	$8.9M	$9.0M	+$149.6K	2025-10-09
Morgan Stanley	INCREASED	6,999,000	3,774,000	+3,225,000	+85%	$4.2M	$7.9M	+$3.7M	2026-05-27
Calamos Advisors LLC	DECREASED	6,923,000	6,953,000	-30,000	0%	$7.7M	$7.8M	+$124.3K	2025-10-20
Thrivent Financial for Lutherans	UNCHANGED	6,908,000	6,908,000	0	0%	$7.7K	$7.9K	+$196	2025-11-04
Lord, Abbett & Co. LLC	DECREASED	6,070,000	6,205,000	-135,000	-2%	$6.9K	$6.8K	-$36	2025-11-13
Conning Inc.	DECREASED	5,610,000	5,675,000	-65,000	-1%	$6.3M	$6.3M	+$63.5K	2025-10-28
Man Group plc	DECREASED	5,350,000	6,200,000	-850,000	-14%	$6.8M	$6.0M	-$812.3K	2025-11-14
Warberg Asset Management LLC	INCREASED	4,747,000	959,000	+3,788,000	+395%	$1.1M	$5.4M	+$4.3M	2025-11-06
BNP Paribas Financial Markets	INCREASED	4,620,000	3,113,000	+1,507,000	+48%	$3.4M	$5.2M	+$1.8M	2025-11-13
Barclays PLC	DECREASED	4,048,000	5,629,000	-1,581,000	-28%	$6.2M	$4.6M	-$1.7M	2026-03-31
Citigroup Inc	DECREASED	3,744,000	4,816,000	-1,072,000	-22%	$5.3M	$4.2M	-$1.1M	2025-11-10
Fort Baker Capital Management LP	UNCHANGED	2,687,000	2,687,000	0	0%	$3.0M	$3.1M	+$87.2K	2025-11-14
Russell Investments Group, Ltd.	UNCHANGED	2,617,000	2,617,000	0	0%	$2.9M	$3.0M	+$84.8K	2025-11-13
Mizuho Securities USA LLC	DECREASED	2,500,000	24,679,000	-22,179,000	-90%	$27.3M	$2.8M	-$24.5M	2025-10-22
Aegon USA Investment Management, LLC	UNCHANGED	2,268,000	2,268,000	0	0%	$2.5M	$2.6M	+$42.4K	2025-10-24
Advent Capital Management	UNCHANGED	1,950,000	1,950,000	0	0%	$2.2M	$2.2M	+$36.5K	2025-11-13
Mackay Shields LLC	INCREASED	655,000	650,000	+5,000	+1%	$720.2K	$738.0K	+$17.8K	2025-10-27
Central Pacific Bank - Trust Division	UNCHANGED	569,000	569,000	0	0%	$629.8K	$640.4K	+$10.6K	2025-10-02
Franklin Resources Inc	UNCHANGED	532,000	532,000	0	0%	$589.5K	$599.4K	+$9.9K	2025-11-13
Bank Hapoalim BM	DECREASED	515,000	523,000	-8,000	-2%	$578	$581	+$3	2025-10-29
Jane Street Group, LLC	DECREASED	478,000	5,595,000	-5,117,000	-91%	$6.2M	$534.0K	-$5.6M	2025-11-14
Wells Fargo & Company	DECREASED	314,000	3,918,000	-3,604,000	-92%	$4.3M	$354.7K	-$4.0M	2025-11-13
LPL Financial LLC	INCREASED	89,000	24,000	+65,000	+271%	$26.5K	$100.3K	+$73.8K	2025-11-12
Steward Partners Investment Advisory, LLC	DECREASED	64,000	82,000	-18,000	-22%	$90.8K	$72.0K	-$18.7K	2025-11-12
Ameriprise Financial Inc	UNCHANGED	53,000	53,000	0	0%	$58.7K	$59.7K	+$992	2025-11-14
&partners	INCREASED	52,000	44,000	+8,000	+18%	$48.7K	$58.5K	+$9.8K	2025-11-14
Vontobel Holding Ltd.	UNCHANGED	45,000	45,000	0	0%	$49.8K	$50.4K	+$608	2025-10-15
HB Wealth Management, LLC	UNCHANGED	20,000	20,000	0	0%	$22.0K	$22.5K	+$482	2025-10-23
Stonegate Investment Group, LLC	INCREASED	19,000	13,000	+6,000	+46%	$14.4K	$21.4K	+$7.0K	2025-11-03
Northwestern Mutual Wealth Management Co	INCREASED	17,000	16,000	+1,000	+6%	$17.7K	$19.1K	+$1.4K	2025-11-14
Roundview Capital LLC	UNCHANGED	12,500	12,500	0	0%	$13.8K	$14.1K	+$301	2025-11-12
Wealth Enhancement Advisory Services, LLC	UNCHANGED	11,000	11,000	0	0%	$12.1K	$12.6K	+$452	2025-10-29
Bartlett & Co. Wealth Management LLC	UNCHANGED	7,000	7,000	0	0%	$7.7K	$8.0K	+$236	2025-10-09
Tenor Capital Management Co., L.P.	CLOSED	0	30,000,000	-30,000,000	-100%	$33.3M	$0	-$33.3M	2025-11-14
RWC Asset Management LLP	CLOSED	0	10,000,000	-10,000,000	-100%	$11.1M	$0	-$11.1M	2025-10-27
Millennium Management LLC	CLOSED	0	6,500,000	-6,500,000	-100%	$7.2M	$0	-$7.2M	2025-11-14
UBS Group AG	CLOSED	0	6,484,000	-6,484,000	-100%	$7.2M	$0	-$7.2M	2025-11-13
Union Bancaire Privee, UBP SA	CLOSED	0	4,115,000	-4,115,000	-100%	$3.8M	$0	-$3.8M	2025-10-07
Zazove Associates LLC	CLOSED	0	1,660,000	-1,660,000	-100%	$1.8M	$0	-$1.8M	2025-10-17
Police & Firemen's Retirement System of New Jersey	CLOSED	0	1,115,000	-1,115,000	-100%	$1.2M	$0	-$1.2M	2025-11-12
Camden Asset Management L P	CLOSED	0	905,000	-905,000	-100%	$1.0M	$0	-$1.0M	2025-11-13
Ameritas Investment Partners, Inc.	CLOSED	0	830,000	-830,000	-100%	$918.6K	$0	-$918.6K	2025-11-10
Bank of New York Mellon Corp	CLOSED	0	500,000	-500,000	-100%	$553.7K	$0	-$553.7K	2025-11-03
American Century Companies Inc	CLOSED	0	478,000	-478,000	-100%	$529.6K	$0	-$529.6K	2025-11-12
Jefferies Financial Group Inc.	CLOSED	0	200,000	-200,000	-100%	$221.1K	$0	-$221.1K	2025-11-13
Virtus Advisers, LLC	CLOSED	0	40,000	-40,000	-100%	$44.3K	$0	-$44.3K	2026-02-13
Loomis Sayles & Co L P	CLOSED	0	13,248	-13,248	-100%	$1.2M	$0	-$1.2M	2025-11-13
Context Capital Management, LLC	CLOSED	0	2,500	-2,500	-100%	$2.8M	$0	-$2.8M	2025-11-12
Raymond James Financial Inc	CLOSED	0	1,000	-1,000	-100%	$1.1K	$0	-$1.1K	2025-11-14
Quaero Capital S.A.	N/A	—	1,800,000	-1,800,000	-100%	$2.0M	—	—	—
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 71 of 71 institutions