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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Calamos Advisors LLC

DECREASED

Shares45,052,000 from 70,422,000

Change-25,370,000 (-36%)

Value$43.8M (-$27.5M)

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares10,855,000 from 13,465,000

Change-2,610,000 (-19%)

Value$10.6K (-$3.0K)

Filed 2026-11-05

Mackay Shields LLC

INCREASED

Shares5,424,000 from 4,815,000

Change+609,000 (+13%)

Value$5.3M (+$398.7K)

Filed 2026-10-13

Income Research & Management

DECREASED

Shares5,290,000 from 9,340,000

Change-4,050,000 (-43%)

Value$5.1M (-$4.3M)

Filed 2026-10-21

RED Cedar Investment Management, LLC

NEW

Shares5,000,000

Change+5,000,000

Value$4.9M

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares1,812,000 from 248,000

Change+1,564,000 (+631%)

Value$1.8M (+$1.5M)

Filed 2026-11-06

Conning Inc.

NEW

Shares1,200,000

Change+1,200,000

Value$1.2M

Filed 2026-10-27

Deutsche Bank Ag\

UNCHANGED

Shares1,024,000 from 1,024,000

Change0 (0%)

Value$993.8K (-$41.1K)

Filed 2026-11-06

Aegon USA Investment Management, LLC

UNCHANGED

Shares700,000 from 700,000

Change0 (0%)

Value$679.4K (-$28.0K)

Filed 2026-10-30

RWC Asset Management LLP

DECREASED

Shares200,000 from 5,730,000

Change-5,530,000 (-97%)

Value$194.3K (-$5.6M)

Filed 2026-10-22

Citigroup Inc

DECREASED

Shares197,000 from 2,548,000

Change-2,351,000 (-92%)

Value$191.2K (-$2.4M)

Filed 2026-11-04

PNC Financial Services Group, Inc.

NEW

Shares151,000

Change+151,000

Value$14.7M

Filed 2026-11-06

Financiere des Professionnels - Fonds d'investissement inc.

UNCHANGED

Shares145,000 from 145,000

Change0 (0%)

Value$140.9K (-$5.8K)

Filed 2026-11-03

Jefferies Financial Group Inc.

NEW

Shares137,000

Change+137,000

Value$134.2K

Filed 2026-11-05

Truist Financial Corp

INCREASED

Shares71,000 from 40,000

Change+31,000 (+78%)

Value$68.9K (+$28.5K)

Filed 2026-10-30

Natixis

DECREASED

Shares62,500 from 65,000

Change-2,500 (-4%)

Value$61.7K (-$4.3K)

Filed 2026-11-06

Choreo, LLC

UNCHANGED

Shares38,000 from 38,000

Change0 (0%)

Value$37.2K (-$1.2K)

Filed 2026-10-28

Foresight Capital Management Advisors, Inc.

NEW

Shares22,000

Change+22,000

Value$21.2K

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

NEW

Shares16,000

Change+16,000

Value$15.6K

Filed 2026-10-13

XML Financial, LLC

NEW

Shares14,000

Change+14,000

Value$13.6K

Filed 2026-10-29

Fifth Third Bancorp

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$10.7K (-$440)

Filed 2026-11-05

LPL Financial LLC

NEW

Shares10,000

Change+10,000

Value$9.6K

Filed 2026-11-06

Voya Investment Management LLC

N/A

Shares— from 279,095,000

Change-279,095,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 164,802,000

Change-164,802,000 (-100%)

Value—

Highbridge Capital Management LLC

N/A

Shares— from 146,919,000

Change-146,919,000 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 85,000,000

Change-85,000,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 81,450,000

Change-81,450,000 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 65,438,000

Change-65,438,000 (-100%)

Value—

Soros Fund Management LLC

N/A

Shares— from 65,000,000

Change-65,000,000 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 50,000,000

Change-50,000,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 42,425,000

Change-42,425,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 37,596,000

Change-37,596,000 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 36,013,000

Change-36,013,000 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 30,910,000

Change-30,910,000 (-100%)

Value—

Wellesley Asset Management

N/A

Shares— from 30,127,000

Change-30,127,000 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 30,000,000

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

Value—

Aequim Alternative Investments LP

N/A

Shares— from 30,000,000

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

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 25,000,000

Change-25,000,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 23,600,000

Change-23,600,000 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 22,500,000

Change-22,500,000 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 20,000,000

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

Value—

Bank of Montreal

N/A

Shares— from 16,133,000

Change-16,133,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 15,300,000

Change-15,300,000 (-100%)

Value—

Burkehill Global Management, LP

N/A

Shares— from 15,000,000

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

Value—

Morgan Stanley

N/A

Shares— from 12,285,000

Change-12,285,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,894,000

Change-10,894,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 10,145,000

Change-10,145,000 (-100%)

Value—

PenderFund Capital Management Ltd.

N/A

Shares— from 10,000,000

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

Value—

Advent Capital Management

N/A

Shares— from 5,759,000

Change-5,759,000 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,760,000

Change-4,760,000 (-100%)

Value—

Shenkman Capital Management Inc

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—

Nomura Asset Management International Inc.

N/A

Shares— from 3,550,000

Change-3,550,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 2,600,000

Change-2,600,000 (-100%)

Value—

KIM, LLC

N/A

Shares— from 2,500,000

Change-2,500,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 2,300,000

Change-2,300,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,250,000

Change-2,250,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 1,900,000

Change-1,900,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,660,000

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

Value—

Bank Hapoalim BM

N/A

Shares— from 1,494,000

Change-1,494,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,256,000

Change-1,256,000 (-100%)

Value—

III Capital Management

N/A

Shares— from 1,089,000

Change-1,089,000 (-100%)

Value—

Mufg Securities Americas Inc.

N/A

Shares— from 1,000,000

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

Value—

BNP Paribas Financial Markets

N/A

Shares— from 753,000

Change-753,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 605,000

Change-605,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 283,000

Change-283,000 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 270,000

Change-270,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 165,000

Change-165,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 153,000

Change-153,000 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

AQR Arbitrage LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

K2 Principal Fund, L.P.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

	Status
Calamos Advisors LLC	DECREASED	45,052,000	70,422,000	-25,370,000	-36%	$71.2M	$43.8M	-$27.5M	2026-11-02
Thrivent Financial for Lutherans	DECREASED	10,855,000	13,465,000	-2,610,000	-19%	$13.6K	$10.6K	-$3.0K	2026-11-05
Mackay Shields LLC	INCREASED	5,424,000	4,815,000	+609,000	+13%	$4.9M	$5.3M	+$398.7K	2026-10-13
Income Research & Management	DECREASED	5,290,000	9,340,000	-4,050,000	-43%	$9.4M	$5.1M	-$4.3M	2026-10-21
RED Cedar Investment Management, LLC	NEW	5,000,000	—	+5,000,000	—	—	$4.9M	—	2026-11-04
Russell Investments Group, Ltd.	INCREASED	1,812,000	248,000	+1,564,000	+631%	$251.1K	$1.8M	+$1.5M	2026-11-06
Conning Inc.	NEW	1,200,000	—	+1,200,000	—	—	$1.2M	—	2026-10-27
Deutsche Bank Ag\	UNCHANGED	1,024,000	1,024,000	0	0%	$1.0M	$993.8K	-$41.1K	2026-11-06
Aegon USA Investment Management, LLC	UNCHANGED	700,000	700,000	0	0%	$707.4K	$679.4K	-$28.0K	2026-10-30
RWC Asset Management LLP	DECREASED	200,000	5,730,000	-5,530,000	-97%	$5.8M	$194.3K	-$5.6M	2026-10-22
Citigroup Inc	DECREASED	197,000	2,548,000	-2,351,000	-92%	$2.6M	$191.2K	-$2.4M	2026-11-04
PNC Financial Services Group, Inc.	NEW	151,000	—	+151,000	—	—	$14.7M	—	2026-11-06
Financiere des Professionnels - Fonds d'investissement inc.	UNCHANGED	145,000	145,000	0	0%	$146.7K	$140.9K	-$5.8K	2026-11-03
Jefferies Financial Group Inc.	NEW	137,000	—	+137,000	—	—	$134.2K	—	2026-11-05
Truist Financial Corp	INCREASED	71,000	40,000	+31,000	+78%	$40.4K	$68.9K	+$28.5K	2026-10-30
Natixis	DECREASED	62,500	65,000	-2,500	-4%	$66.0K	$61.7K	-$4.3K	2026-11-06
Choreo, LLC	UNCHANGED	38,000	38,000	0	0%	$38.5K	$37.2K	-$1.2K	2026-10-28
Foresight Capital Management Advisors, Inc.	NEW	22,000	—	+22,000	—	—	$21.2K	—	2026-10-27
Wealth Enhancement Advisory Services, LLC	NEW	16,000	—	+16,000	—	—	$15.6K	—	2026-10-13
XML Financial, LLC	NEW	14,000	—	+14,000	—	—	$13.6K	—	2026-10-29
Fifth Third Bancorp	UNCHANGED	11,000	11,000	0	0%	$11.1K	$10.7K	-$440	2026-11-05
LPL Financial LLC	NEW	10,000	—	+10,000	—	—	$9.6K	—	2026-11-06
Voya Investment Management LLC	N/A	—	279,095,000	-279,095,000	-100%	$282.3M	—	—	—
BlackRock, Inc.	N/A	—	164,802,000	-164,802,000	-100%	$166.5M	—	—	—
Highbridge Capital Management LLC	N/A	—	146,919,000	-146,919,000	-100%	$149.1M	—	—	—
Sculptor Capital LP	N/A	—	85,000,000	-85,000,000	-100%	$86.0M	—	—	—
Millennium Management LLC	N/A	—	81,450,000	-81,450,000	-100%	$82.4M	—	—	—
Wellington Management Group LLP	N/A	—	65,438,000	-65,438,000	-100%	$66.3M	—	—	—
Soros Fund Management LLC	N/A	—	65,000,000	-65,000,000	-100%	$65.8M	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	50,000,000	-50,000,000	-100%	$50.7M	—	—	—
State Street Corp	N/A	—	42,425,000	-42,425,000	-100%	$42.9M	—	—	—
UBS Group AG	N/A	—	37,596,000	-37,596,000	-100%	$38.0M	—	—	—
Camden Asset Management L P	N/A	—	36,013,000	-36,013,000	-100%	$36.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	30,910,000	-30,910,000	-100%	$31.3M	—	—	—
Wellesley Asset Management	N/A	—	30,127,000	-30,127,000	-100%	$30.2M	—	—	—
Hudson Bay Capital Management LP	N/A	—	30,000,000	-30,000,000	-100%	$30.4M	—	—	—
Aequim Alternative Investments LP	N/A	—	30,000,000	-30,000,000	-100%	$30.3M	—	—	—
Polar Asset Management Partners Inc.	N/A	—	25,000,000	-25,000,000	-100%	$25.3M	—	—	—
Two Sigma Investments, LP	N/A	—	23,600,000	-23,600,000	-100%	$23.8M	—	—	—
LMR Partners LLP	N/A	—	22,500,000	-22,500,000	-100%	$22.8M	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	20,000,000	-20,000,000	-100%	$202.2K	—	—	—
Bank of Montreal	N/A	—	16,133,000	-16,133,000	-100%	$16.3M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	15,300,000	-15,300,000	-100%	$15.5M	—	—	—
Burkehill Global Management, LP	N/A	—	15,000,000	-15,000,000	-100%	$15.2M	—	—	—
Morgan Stanley	N/A	—	12,285,000	-12,285,000	-100%	$12.4M	—	—	—
FMR LLC	N/A	—	10,894,000	-10,894,000	-100%	$11.0M	—	—	—
Man Group plc	N/A	—	10,145,000	-10,145,000	-100%	$10.2M	—	—	—
PenderFund Capital Management Ltd.	N/A	—	10,000,000	-10,000,000	-100%	$10.1M	—	—	—
Advent Capital Management	N/A	—	5,759,000	-5,759,000	-100%	$5.8M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,760,000	-4,760,000	-100%	$4.8M	—	—	—
Shenkman Capital Management Inc	N/A	—	4,000,000	-4,000,000	-100%	$4.1M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$4.0M	—	—	—
Nomura Asset Management International Inc.	N/A	—	3,550,000	-3,550,000	-100%	$3.6M	—	—	—
Ares Systematic Credit Ltd	N/A	—	2,600,000	-2,600,000	-100%	$2.6M	—	—	—
KIM, LLC	N/A	—	2,500,000	-2,500,000	-100%	$2.5M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	2,300,000	-2,300,000	-100%	$2.3M	—	—	—
Wells Fargo & Company	N/A	—	2,250,000	-2,250,000	-100%	$2.3M	—	—	—
Toronto Dominion Bank	N/A	—	1,900,000	-1,900,000	-100%	$1.9M	—	—	—
JPMorgan Chase & Co	N/A	—	1,660,000	-1,660,000	-100%	$1.7M	—	—	—
Bank Hapoalim BM	N/A	—	1,494,000	-1,494,000	-100%	$1.5K	—	—	—
Bank of America Corp	N/A	—	1,256,000	-1,256,000	-100%	$1.3M	—	—	—
III Capital Management	N/A	—	1,089,000	-1,089,000	-100%	$1.1M	—	—	—
Mufg Securities Americas Inc.	N/A	—	1,000,000	-1,000,000	-100%	$1.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	753,000	-753,000	-100%	$761.0K	—	—	—
SSI Investment Management LLC	N/A	—	605,000	-605,000	-100%	$611.4K	—	—	—
SEI Investments Co	N/A	—	283,000	-283,000	-100%	$286.0K	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	270,000	-270,000	-100%	$273.1K	—	—	—
Ameriprise Financial Inc	N/A	—	165,000	-165,000	-100%	$167.0K	—	—	—
Cetera Investment Advisers	N/A	—	153,000	-153,000	-100%	$154.6K	—	—	—
Cerity Partners LLC	N/A	—	26,000	-26,000	-100%	$26.1K	—	—	—
AQR Arbitrage LLC	N/A	—	25,000	-25,000	-100%	$25.3K	—	—	—
Squarepoint Ops LLC	N/A	—	20,000	-20,000	-100%	$20.3M	—	—	—
K2 Principal Fund, L.P.	N/A	—	10,000	-10,000	-100%	$10.1M	—	—	—

Showing 73 of 73 institutions