Ticker · CUSIP 842587107

SO

SOUTHERN CO

Utilities·Utilities - Regulated Electric

···Share

Holders (tracked)

Combined shares

55,644,033

Combined value

$1.85B

Last close

$94.90

Quarter

2025Q4

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 8.

Price is +185.4% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

26 events

Wellington Management added2026-02-17
+652,260 shares · 2025Q4
13F
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−311,454 shares · 2025Q4
13F
D.E. Shaw & Co. added2026-02-17
+29,995 shares · 2025Q4
13F
AQR Capital Management trimmed2026-02-17
−156,359 shares · 2025Q4
13F
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+136,602 shares · 2025Q4
13F
Two Sigma Investments exited2026-02-17
−1,017,455 shares · 2025Q4
13F
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−165,226 shares · 2025Q4
13F
Steve Cohen (Point72) exited2026-02-17
−5,600 shares · 2025Q4
13F
T. Rowe Price added2026-02-17
+5,436,212 shares · 2025Q4
13F
Ray Dalio (Bridgewater Associates) opened position2026-02-13
+34,969 shares · 2025Q4
13F
Renaissance Technologies opened position2026-02-12
+1,513,400 shares · 2025Q4
13F
Norges Bank (Norway SWF) opened position2026-02-10
+12,745,981 shares · 2025Q4
13F
Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
−856 shares · 2025Q4
13F
Baillie Gifford & Co added2026-01-23
+1,888 shares · 2025Q4
13F
D.E. Shaw & Co. added2025-11-14
+186,215 shares · 2025Q3
13F
AQR Capital Management trimmed2025-11-14
−43,810 shares · 2025Q3
13F
Izzy Englander (Millennium Mgmt) added2025-11-14
+95,144 shares · 2025Q3
13F
Steve Cohen (Point72) trimmed2025-11-14
−1,191,902 shares · 2025Q3
13F
Two Sigma Investments opened position2025-11-14
+1,017,455 shares · 2025Q3
13F
T. Rowe Price added2025-11-14
+11,496,694 shares · 2025Q3
13F
Wellington Management trimmed2025-11-14
−1,542 shares · 2025Q3
13F
Norges Bank (Norway SWF) exited2025-11-13
−12,846,730 shares · 2025Q3
13F
Jeremy Grantham (GMO) added2025-11-13
+300 shares · 2025Q3
13F
Norges Bank (Norway SWF) added2025-11-12
+271,098 shares · 2024Q3
13F
Ken Fisher (Fisher Asset Mgmt) trimmed2025-11-12
−2,417 shares · 2025Q3
13F
Baillie Gifford & Co added2025-10-31
+130,758 shares · 2025Q3
13F

Insider activity

No insider transactions in the last 30 days.

View full insider history for SO →

Follow-the-investor returns

If you'd copied each holder of SO…

Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
T. Rowe Price	2016Q1	$23.60	+302.2%	$3.27B
Ken Fisher (Fisher Asset Mgmt)	2016Q1	$56.86	+66.9%	$11.3M
Wellington Management	2016Q1	$69.92	+35.7%	$351.2M
Ray Dalio (Bridgewater Associates)	2016Q1	$71.45	+32.8%	$3.3M
AQR Capital Management	2016Q1	$76.96	+23.3%	$22.5M
Renaissance Technologies	2016Q1	$86.55	+9.6%	$143.6M
Paul Tudor Jones (Tudor Investment)	2016Q1	$87.36	+8.6%	$13.0M
Paul Tudor Jones (Tudor Investment)	2016Q1	$87.36	+8.6%	$13.0M
Paul Tudor Jones (Tudor Investment)	2016Q1	$87.36	+8.6%	$13.0M
Izzy Englander (Millennium Mgmt)	2016Q1	$87.42	+8.6%	$4.7M
Izzy Englander (Millennium Mgmt)	2016Q1	$87.42	+8.6%	$4.7M
Izzy Englander (Millennium Mgmt)	2016Q1	$87.42	+8.6%	$4.7M
D.E. Shaw & Co.	2016Q1	$87.75	+8.1%	$31.4M
D.E. Shaw & Co.	2016Q1	$87.75	+8.1%	$31.4M
Steve Cohen (Point72)	2017Q3	$88.73	+7.0%	$6.9M
Steve Cohen (Point72)	2017Q3	$88.73	+7.0%	$6.9M
Ken Griffin (Citadel Advisors)	2016Q1	$88.95	+6.7%	$37.2M
Ken Griffin (Citadel Advisors)	2016Q1	$88.95	+6.7%	$37.2M
Ken Griffin (Citadel Advisors)	2016Q1	$88.95	+6.7%	$37.2M
Jeremy Grantham (GMO)	2024Q3	$89.44	+6.1%	$1.3M
Baillie Gifford & Co	2024Q1	$91.71	+3.5%	$14.7M
Norges Bank (Norway SWF)	2016Q1	$1045.52	-90.9%	$1.21B

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.

New positions4

Norges Bank (Norway SWF)
+12,745,981
$1.11B
Renaissance Technologies
+1,513,400
$132.0M
Paul Tudor Jones (Tudor Investment)
+136,602
$11.9M
Ray Dalio (Bridgewater Associates)
+34,969
$3.0M

Added to4

Wellington Management
+652,260
$56.9M
D.E. Shaw & Co.
+29,995
$2.6M
T. Rowe Price
+5,436,212
$474K
Baillie Gifford & Co
+1,888
$165K

Trimmed4

Ken Griffin (Citadel Advisors)
−311,454
$27.2M
Izzy Englander (Millennium Mgmt)
−165,226
$14.4M
AQR Capital Management
−156,359
$13.6M
Ken Fisher (Fisher Asset Mgmt)
−856
$75K

Exited2

Two Sigma Investments
−1,017,455
$96.4M
Steve Cohen (Point72)
−5,600
$531K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	20	139,275,197	$309.38B	—
2022Q2	23	147,771,210	$260.11B	+3
2022Q3	23	154,848,535	$239.7M	—
2022Q4	20	156,036,586	$6.57B	-3
2023Q1	18	159,175,948	$6.68B	-2
2023Q2	19	143,177,260	$7.00B	+1
2023Q3	18	123,881,288	$5.80B	-1
2023Q4	17	119,137,860	$6.24B	-1
2024Q1	19	118,585,952	$6.75B	+2
2024Q2	20	114,051,508	$7.35B	+1
2024Q3	20	36,209,770	$1.64B	—
2024Q4	21	30,053,745	$1.17B	+1
2025Q1	19	23,385,873	$784.7M	-2
2025Q2	20	39,578,905	$2.03B	+1
2025Q3	18	36,639,476	$724.3M	-2
2025Q4	22	55,644,033	$1.85B	+4

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-12-02	Jared Moskowitz	Buy	$1K – $15K	PDF ↗
2025-09-23	Valerie Hoyle	Sell	$1K – $15K	PDF ↗
2025-08-28	Marjorie Taylor Greene	Buy	$1K – $15K	PDF ↗
2025-04-07	Jared Moskowitz	Buy	$1K – $15K	PDF ↗
2025-04-03	Marjorie Taylor Greene	Buy	$1K – $15K	PDF ↗
2024-10-29	Valerie Hoyle	Buy	$1K – $15K	PDF ↗

Who owns SO

22 super-investors · 2025Q4

Tracked stake

55.64M

Combined value

$1.85B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New6Added5Trim8Sold2Held1

#	Manager	Shares	Value	% of book	Last action
1	Norges Bank Norway SWF	12.75M	$1.11B	0.1%	New+12.75M
2	Wellington Management	3.70M	$323M	0.1%	Added+652.3K
3	Renaissance Technologies	1.51M	$132M	0.2%	New+1.51M
4	Ken Griffin Citadel Advisors	707.5K	$62M	0.0%	Trim−311.5K
5	Ken Griffin Citadel Advisors	392.1K	$34M	0.0%	Trim−311.5K
6	Ken Griffin Citadel Advisors	391.7K	$34M	0.0%	Trim−311.5K
7	D.E. Shaw & Co.	330.4K	$29M	0.0%	Added+30.0K
8	AQR Capital Management	237.0K	$21M	0.0%	Trim−156.4K
9	Izzy Englander Millennium Mgmt	202.7K	$18M	0.0%	Trim−165.2K
10	Steve Cohen Point72	172.4K	$15M	0.0%	Sold−5.6K
11	Baillie Gifford & Co	154.6K	$13M	0.0%	Added+1.9K
12	Paul Tudor Jones Tudor Investment	136.6K	$12M	0.0%	New+136.6K
13	Ken Fisher Fisher Asset Mgmt	119.1K	$10M	0.0%	Trim−856
14	Paul Tudor Jones Tudor Investment	89.1K	$8M	0.0%	New+136.6K
15	Steve Cohen Point72	72.3K	$6M	0.0%	Sold−5.6K
16	D.E. Shaw & Co.	60.9K	$5M	0.0%	Added+30.0K
17	Izzy Englander Millennium Mgmt	49.1K	$4M	0.0%	Trim−165.2K
18	Paul Tudor Jones Tudor Investment	44.3K	$4M	0.0%	New+136.6K
19	Ray Dalio Bridgewater Associates	35.0K	$3M	0.0%	New+35.0K
20	T. Rowe Price	34.46M	$3M	0.3%	Added+5.44M
21	Izzy Englander Millennium Mgmt	15.8K	$1M	0.0%	Trim−165.2K
22	Jeremy Grantham GMO	13.5K	$1M	0.0%	Held

Recent moves

20 transactions

ADDWellington Management
+652,260 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+136,602 · 2025Q4
TRIMAQR Capital Management
−156,359 · 2025Q4
SOLDTwo Sigma Investments
−1,017,455 · 2025Q4
ADDD.E. Shaw & Co.
+29,995 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−165,226 · 2025Q4
SOLDSteve Cohen (Point72)
−5,600 · 2025Q4
ADDT. Rowe Price
+5,436,212 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−311,454 · 2025Q4
NEWRay Dalio (Bridgewater Associates)
+34,969 · 2025Q4
NEWRenaissance Technologies
+1,513,400 · 2025Q4
NEWNorges Bank (Norway SWF)
+12,745,981 · 2025Q4
TRIMKen Fisher (Fisher Asset Mgmt)
−856 · 2025Q4
ADDBaillie Gifford & Co
+1,888 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+95,144 · 2025Q3
TRIMSteve Cohen (Point72)
−1,191,902 · 2025Q3
NEWTwo Sigma Investments
+1,017,455 · 2025Q3
ADDD.E. Shaw & Co.
+186,215 · 2025Q3
ADDT. Rowe Price
+11,496,694 · 2025Q3
TRIMWellington Management
−1,542 · 2025Q3

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