Southern Co

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Pier 88 Investment Partners LLC

INCREASED

Shares15,070,000 from 11,910,000

Change+3,160,000 (+27%)

Value$15.2M (+$2.1M)

Filed 2026-11-06

RWC Asset Management LLP

INCREASED

Shares14,112,000 from 7,225,000

Change+6,887,000 (+95%)

Value$14.3M (+$6.3M)

Filed 2026-10-22

Rational Advisors, Inc.

INCREASED

Shares5,980,000 from 2,820,000

Change+3,160,000 (+112%)

Value$6.0M (+$2.9M)

Filed 2026-11-02

Conning Inc.

UNCHANGED

Shares5,610,000 from 5,610,000

Change0 (0%)

Value$5.6M (-$549.7K)

Filed 2026-10-27

Mackay Shields LLC

INCREASED

Shares5,595,000 from 5,569,000

Change+26,000 (+0%)

Value$5.7M (-$483.3K)

Filed 2026-10-13

Thrivent Financial for Lutherans

DECREASED

Shares4,553,000 from 6,255,000

Change-1,702,000 (-27%)

Value$4.7K (-$2.2K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares2,497,000 from 2,748,000

Change-251,000 (-9%)

Value$2.6M (-$479.0K)

Filed 2026-11-06

Barclays PLC

DECREASED

Shares1,260,000 from 1,368,000

Change-108,000 (-8%)

Value$1.3M (-$238.2K)

Filed 2026-11-06

Axxion S.A.

INCREASED

Shares750,000 from 400,000

Change+350,000 (+88%)

Value$760.6K (+$258.2K)

Filed 2026-10-22

Aegon USA Investment Management, LLC

UNCHANGED

Shares750,000 from 750,000

Change0 (0%)

Value$757.5K (-$68.6K)

Filed 2026-10-30

Bank of New York Mellon Corp

UNCHANGED

Shares500,000 from 500,000

Change0 (0%)

Value$505.8K (-$47.1K)

Filed 2026-11-05

Amundi

UNCHANGED

Shares250,000 from 250,000

Change0 (0%)

Value$25.3M (+$25.0M)

Filed 2026-11-06

Oppenheimer Asset Management Inc.

DECREASED

Shares167,000 from 174,000

Change-7,000 (-4%)

Value$168.7K (-$23.0K)

Filed 2026-10-27

Valen Private Capital, LLC

NEW

Shares25,000

Change+25,000

Value$25.3K

Filed 2026-10-23

Commonwealth Equity Services, LLC

DECREASED

Shares18,000 from 20,000

Change-2,000 (-10%)

Value$18.2K (-$3.9K)

Filed 2026-11-02

Balboa Wealth Partners

DECREASED

Shares10,000 from 15,000

Change-5,000 (-33%)

Value$10.0K (-$6.5K)

Filed 2026-10-20

Lanark Financial, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10.1K (-$915)

Filed 2026-10-26

Goldstein Advisors, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10.0K (-$980)

Filed 2026-10-15

Calamos Advisors LLC

CLOSED

Shares0 from 10,002,000

Change-10,002,000 (-100%)

Value$0 (-$11.0M)

Filed 2026-11-02

Citigroup Inc

CLOSED

Shares0 from 2,295,000

Change-2,295,000 (-100%)

Value$0 (-$2.5M)

Filed 2026-11-04

Calamos Wealth Management LLC

CLOSED

Shares0 from 669,000

Change-669,000 (-100%)

Value$0 (-$738.7K)

Filed 2026-11-02

Deutsche Bank Ag\

CLOSED

Shares0 from 465,000

Change-465,000 (-100%)

Value$0 (-$512.2K)

Filed 2026-11-06

Point72 Asset Management, L.P.

N/A

Shares— from 61,341,000

Change-61,341,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 55,000,000

Change-55,000,000 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 49,750,000

Change-49,750,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 40,642,000

Change-40,642,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 36,419,000

Change-36,419,000 (-100%)

Value—

Ovata Capital Management Ltd

N/A

Shares— from 34,000,000

Change-34,000,000 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 30,000,000

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

Value—

PenderFund Capital Management Ltd.

N/A

Shares— from 30,000,000

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

Value—

Victory Capital Management Inc

N/A

Shares— from 29,154,000

Change-29,154,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 28,000,000

Change-28,000,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 26,713,000

Change-26,713,000 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 26,300,000

Change-26,300,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 24,979,000

Change-24,979,000 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 21,555,000

Change-21,555,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 20,950,000

Change-20,950,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 18,585,000

Change-18,585,000 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 16,950,000

Change-16,950,000 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 15,000,000

Change-15,000,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 14,763,000

Change-14,763,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 10,306,000

Change-10,306,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,213,000

Change-10,213,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 9,750,000

Change-9,750,000 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 9,388,000

Change-9,388,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,001,000

Change-9,001,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 8,000,000

Change-8,000,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 7,735,000

Change-7,735,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 7,000,000

Change-7,000,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

EFG International AG

N/A

Shares— from 4,700,000

Change-4,700,000 (-100%)

Value—

Wellesley Asset Management

N/A

Shares— from 4,500,000

Change-4,500,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 4,000,000

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

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

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

Value—

Man Group plc

N/A

Shares— from 3,882,000

Change-3,882,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,855,000

Change-2,855,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,439,000

Change-2,439,000 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,475,000

Change-1,475,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 502,000

Change-502,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 282,000

Change-282,000 (-100%)

Value—

&partners

N/A

Shares— from 196,000

Change-196,000 (-100%)

Value—

AQR Arbitrage LLC

N/A

Shares— from 160,000

Change-160,000 (-100%)

Value—

Mizuho Securities USA LLC

N/A

Shares— from 88,255

Change-88,255 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 70,000

Change-70,000 (-100%)

Value—

Stephens Inc

N/A

Shares— from 54,000

Change-54,000 (-100%)

Value—

Blair William & Co

N/A

Shares— from 32,000

Change-32,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 28,000

Change-28,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Boussard & Gavaudan Gestion SAS

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 3,088

Change-3,088 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 2,964

Change-2,964 (-100%)

Value—

	Status
Pier 88 Investment Partners LLC	INCREASED	15,070,000	11,910,000	+3,160,000	+27%	$13.1M	$15.2M	+$2.1M	2026-11-06
RWC Asset Management LLP	INCREASED	14,112,000	7,225,000	+6,887,000	+95%	$8.0M	$14.3M	+$6.3M	2026-10-22
Rational Advisors, Inc.	INCREASED	5,980,000	2,820,000	+3,160,000	+112%	$3.1M	$6.0M	+$2.9M	2026-11-02
Conning Inc.	UNCHANGED	5,610,000	5,610,000	0	0%	$6.2M	$5.6M	-$549.7K	2026-10-27
Mackay Shields LLC	INCREASED	5,595,000	5,569,000	+26,000	+0%	$6.1M	$5.7M	-$483.3K	2026-10-13
Thrivent Financial for Lutherans	DECREASED	4,553,000	6,255,000	-1,702,000	-27%	$6.9K	$4.7K	-$2.2K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	2,497,000	2,748,000	-251,000	-9%	$3.0M	$2.6M	-$479.0K	2026-11-06
Barclays PLC	DECREASED	1,260,000	1,368,000	-108,000	-8%	$1.5M	$1.3M	-$238.2K	2026-11-06
Axxion S.A.	INCREASED	750,000	400,000	+350,000	+88%	$502.4K	$760.6K	+$258.2K	2026-10-22
Aegon USA Investment Management, LLC	UNCHANGED	750,000	750,000	0	0%	$826.1K	$757.5K	-$68.6K	2026-10-30
Bank of New York Mellon Corp	UNCHANGED	500,000	500,000	0	0%	$553.0K	$505.8K	-$47.1K	2026-11-05
Amundi	UNCHANGED	250,000	250,000	0	0%	$275.4K	$25.3M	+$25.0M	2026-11-06
Oppenheimer Asset Management Inc.	DECREASED	167,000	174,000	-7,000	-4%	$191.7K	$168.7K	-$23.0K	2026-10-27
Valen Private Capital, LLC	NEW	25,000	—	+25,000	—	—	$25.3K	—	2026-10-23
Commonwealth Equity Services, LLC	DECREASED	18,000	20,000	-2,000	-10%	$22.0K	$18.2K	-$3.9K	2026-11-02
Balboa Wealth Partners	DECREASED	10,000	15,000	-5,000	-33%	$16.5K	$10.0K	-$6.5K	2026-10-20
Lanark Financial, Inc.	UNCHANGED	10,000	10,000	0	0%	$11.0K	$10.1K	-$915	2026-10-26
Goldstein Advisors, LLC	UNCHANGED	10,000	10,000	0	0%	$11.0K	$10.0K	-$980	2026-10-15
Calamos Advisors LLC	CLOSED	0	10,002,000	-10,002,000	-100%	$11.0M	$0	-$11.0M	2026-11-02
Citigroup Inc	CLOSED	0	2,295,000	-2,295,000	-100%	$2.5M	$0	-$2.5M	2026-11-04
Calamos Wealth Management LLC	CLOSED	0	669,000	-669,000	-100%	$738.7K	$0	-$738.7K	2026-11-02
Deutsche Bank Ag\	CLOSED	0	465,000	-465,000	-100%	$512.2K	$0	-$512.2K	2026-11-06
Point72 Asset Management, L.P.	N/A	—	61,341,000	-61,341,000	-100%	$67.6M	—	—	—
Millennium Management LLC	N/A	—	55,000,000	-55,000,000	-100%	$60.6M	—	—	—
Zazove Associates LLC	N/A	—	49,750,000	-49,750,000	-100%	$54.9M	—	—	—
Advent Capital Management	N/A	—	40,642,000	-40,642,000	-100%	$44.9M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	36,419,000	-36,419,000	-100%	$40.3M	—	—	—
Ovata Capital Management Ltd	N/A	—	34,000,000	-34,000,000	-100%	$37.5M	—	—	—
Verition Fund Management LLC	N/A	—	30,000,000	-30,000,000	-100%	$33.1M	—	—	—
PenderFund Capital Management Ltd.	N/A	—	30,000,000	-30,000,000	-100%	$33.1M	—	—	—
Victory Capital Management Inc	N/A	—	29,154,000	-29,154,000	-100%	$32.1M	—	—	—
Two Sigma Investments, LP	N/A	—	28,000,000	-28,000,000	-100%	$30.8M	—	—	—
BlackRock, Inc.	N/A	—	26,713,000	-26,713,000	-100%	$29.4M	—	—	—
Schroder Investment Management Group	N/A	—	26,300,000	-26,300,000	-100%	$29.1M	—	—	—
JPMorgan Chase & Co	N/A	—	24,979,000	-24,979,000	-100%	$27.8M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	21,555,000	-21,555,000	-100%	$23.8K	—	—	—
State Street Corp	N/A	—	20,950,000	-20,950,000	-100%	$23.1M	—	—	—
Lazard Asset Management LLC	N/A	—	18,585,000	-18,585,000	-100%	$204.9K	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	16,950,000	-16,950,000	-100%	$186.8K	—	—	—
Brevan Howard Capital Management LP	N/A	—	15,000,000	-15,000,000	-100%	$16.6M	—	—	—
Royal Bank of Canada	N/A	—	14,763,000	-14,763,000	-100%	$16.3M	—	—	—
SSI Investment Management LLC	N/A	—	10,306,000	-10,306,000	-100%	$11.4M	—	—	—
Bank of America Corp	N/A	—	10,213,000	-10,213,000	-100%	$11.2M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	9,750,000	-9,750,000	-100%	$10.8M	—	—	—
Weiss Asset Management LP	N/A	—	9,388,000	-9,388,000	-100%	$10.4M	—	—	—
FMR LLC	N/A	—	9,001,000	-9,001,000	-100%	$9.9M	—	—	—
Voya Investment Management LLC	N/A	—	8,000,000	-8,000,000	-100%	$8.8M	—	—	—
Franklin Resources Inc	N/A	—	7,735,000	-7,735,000	-100%	$8.5M	—	—	—
Invesco Ltd.	N/A	—	7,000,000	-7,000,000	-100%	$7.7M	—	—	—
Walleye Capital LLC	N/A	—	5,000,000	-5,000,000	-100%	$5.5M	—	—	—
Sculptor Capital LP	N/A	—	5,000,000	-5,000,000	-100%	$5.5M	—	—	—
EFG International AG	N/A	—	4,700,000	-4,700,000	-100%	$5.2M	—	—	—
Wellesley Asset Management	N/A	—	4,500,000	-4,500,000	-100%	$4.4M	—	—	—
Toronto Dominion Bank	N/A	—	4,000,000	-4,000,000	-100%	$4.4M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$4.4M	—	—	—
Man Group plc	N/A	—	3,882,000	-3,882,000	-100%	$4.3M	—	—	—
Morgan Stanley	N/A	—	2,855,000	-2,855,000	-100%	$3.1M	—	—	—
Wells Fargo & Company	N/A	—	2,439,000	-2,439,000	-100%	$2.7M	—	—	—
Wellington Management Group LLP	N/A	—	1,475,000	-1,475,000	-100%	$1.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	502,000	-502,000	-100%	$553.0K	—	—	—
UBS Group AG	N/A	—	282,000	-282,000	-100%	$310.6K	—	—	—
&partners	N/A	—	196,000	-196,000	-100%	$215.9K	—	—	—
AQR Arbitrage LLC	N/A	—	160,000	-160,000	-100%	$176.4K	—	—	—
Mizuho Securities USA LLC	N/A	—	88,255	-88,255	-100%	$8.4M	—	—	—
SG Americas Securities, LLC	N/A	—	70,000	-70,000	-100%	$7.8K	—	—	—
Stephens Inc	N/A	—	54,000	-54,000	-100%	$59.5K	—	—	—
Blair William & Co	N/A	—	32,000	-32,000	-100%	$35.2K	—	—	—
Focus Partners Wealth	N/A	—	28,000	-28,000	-100%	$30.9K	—	—	—
Ameriprise Financial Inc	N/A	—	26,000	-26,000	-100%	$28.6K	—	—	—
Inspire Advisors, LLC	N/A	—	11,000	-11,000	-100%	$12.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,000	-5,000	-100%	$5.5K	—	—	—
Boussard & Gavaudan Gestion SAS	N/A	—	3,300	-3,300	-100%	$3.7M	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	3,088	-3,088	-100%	$3.4M	—	—	—
Nomura Holdings Inc	N/A	—	2,964	-2,964	-100%	$283.7K	—	—	—

Showing 74 of 74 institutions