SOUTHERN CO hedge fund holdings
SONYSE$83.79+0.07 (+0.08% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
SO · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-12.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 515 | 419 | $4.61B | $2.02B | 2,086 | Aug 14, 2025 |
| Q3 2025 | 507 | 379 | $11.9B | $3.22B | 2,137 | Nov 14, 2025 |
| Q4 2025 | 457 | 487 | $3.56B | $10.1B | 2,181 | Feb 14, 2026 |
| Q1 2026 | 623 | 439 | $4.74B | $4.69B | 2,268 | May 15, 2026 |
| Q2 2026 | 567 | 400 | $4.67B | $3.29B | 2,255 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
2,255 filersNew position
102$89.4M+934K sh
Increased
465$4.58B+47.9M sh
Reduced
296-$2.62B-27.4M sh
Out / sold
104-$665M-6.95M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Capital World Investors | Added 11.16% | +$601M | $5.98B | 0.71% | Aug 12, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 4030.31% | +$267M | $273M | 0.38% | Aug 13, 2026 |
| Massachusetts Financial Services Co | Reduce 11.31% | -$168M | $1.32B | 0.42% | Aug 3, 2026 |
| First Trust Advisors LP | Added 227.32% | +$162M | $233M | 0.14% | Aug 11, 2026 |
| Canada Pension Plan Investment Board | Added 3244.16% | +$135M | $139M | 0.08% | Aug 14, 2026 |
| Adage Capital Partners GP, L.L.C. | Sell 100% | -$115M | $0 | 0.00% | Aug 14, 2026 |
| Wellington Management Group LLP | Added 22.23% | +$96.1M | $528M | 0.09% | Aug 14, 2026 |
| Cbre Investment Management Listed Real Assets LLC | Added 100.81% | +$71.9M | $143M | 1.99% | Aug 14, 2026 |
| Soroban Capital Partners LP | Reduce 28.93% | -$65.8M | $162M | 0.34% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 48.02% | +$52.7M | $162M | 0.18% | Aug 14, 2026 |
| Pictet Asset Management Holding SA | Reduce 11.10% | -$45M | $360M | 0.34% | Jul 30, 2026 |
| Capital Fund Management S.A. | Reduce 69.38% | -$39.7M | $17.5M | 0.08% | Aug 13, 2026 |
| Mawer Investment Management Ltd. | Reduce 11.64% | -$38.1M | $289M | 1.97% | Aug 7, 2026 |
| Capital International Investors | Reduce 25.08% | -$33.2M | $99.2M | 0.02% | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 15.63% | +$30.9M | $229M | 0.15% | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 10.65% | +$25.5M | $265M | 0.15% | Aug 7, 2026 |
| Zurich Insurance Group Ltd | Reduce 55.57% | -$25.3M | $20.2M | 0.14% | Aug 14, 2026 |
| Aberdeen Group plc | Reduce 54.80% | -$23.1M | $19.1M | 0.03% | Jul 31, 2026 |
| Quantinno Capital Management LP | Added 52.36% | +$23M | $67M | 0.08% | Aug 13, 2026 |
| Hancock Whitney Corp | Reduce 89.26% | -$22M | $2.64M | 0.04% | Aug 14, 2026 |
| Calamos Advisors LLC | Reduce 54.10% | -$21.8M | $18.5M | 0.06% | Jul 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 392.92% | +$21.3M | $26.8M | 0.03% | Aug 13, 2026 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | Sell 100% | -$20M | $0 | 0.00% | Jul 29, 2026 |
| Osmosis Investment Management UK Ltd | Reduce 68.19% | -$18.3M | $8.53M | 0.40% | Aug 13, 2026 |
| DNB Asset Management AS | Reduce 33.70% | -$17.6M | $34.7M | 0.10% | Aug 11, 2026 |
| APG Asset Management N.V. | Added 28.07% | +$17.5M | $79.9M | 0.20% | Aug 12, 2026 |
| Vinva Investment Management Ltd | Added 145.94% | +$15.1M | $25.4M | 0.17% | Aug 14, 2026 |
| Schroder Investment Management Group | Reduce 20.57% | -$13.6M | $52.5M | 0.04% | Aug 13, 2026 |
| Biondo Investment Advisors, LLC | Sell 100% | -$13.4M | $0 | 0.00% | Aug 13, 2026 |
| Worldquant Millennium Advisors LLC | Added 35.98% | +$13M | $49M | 0.17% | Aug 14, 2026 |
| Exchange Traded Concepts, LLC | Reduce 80.46% | -$12.5M | $3.04M | 0.01% | Aug 11, 2026 |
| Capital Innovations LLC | New Buy | +$11.1M | $11.1M | 2.88% | Aug 11, 2026 |
| IFG Advisory, LLC | Added 6324.59% | +$10.8M | $11M | 0.38% | Aug 14, 2026 |
| Aventail Capital Group, LP | Reduce 35.19% | -$10.8M | $19.8M | 1.14% | Aug 14, 2026 |
| Treasurer of the State of North Carolina | Added 23.44% | +$10.6M | $55.7M | 0.14% | Aug 14, 2026 |
| Macquarie Group Ltd | Added 14.23% | +$10.1M | $81M | 0.35% | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | Added 3183.80% | +$9.61M | $9.91M | 0.86% | Jul 9, 2026 |
| Capital Advisors Inc | Added 9.60% | +$9.55M | $109M | 1.60% | Jul 23, 2026 |
| Lighthouse Investment Partners, LLC | New Buy | +$9.46M | $9.46M | 0.26% | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 15.53% | -$9.36M | $50.9M | 0.08% | Aug 13, 2026 |
| Ilex Capital Partners (UK) LLP | New Buy | +$9.08M | $9.08M | 0.19% | Aug 14, 2026 |
| Graham Capital Management, L.P. | Reduce 67.80% | -$8.38M | $3.98M | 0.07% | Aug 14, 2026 |
| Sagefield Capital LP | Added 383.67% | +$8.18M | $10.3M | 0.76% | Aug 14, 2026 |
| Korea Investment CORP | Reduce 9.99% | -$8.03M | $72.4M | 0.14% | Aug 12, 2026 |
| MML Investors Services, LLC | Added 22.33% | +$7.51M | $41.1M | 0.08% | Aug 7, 2026 |
| SummitTX Capital, L.P. | New Buy | +$7.34M | $7.34M | 0.19% | Aug 14, 2026 |
| Picton Mahoney Asset Management | Reduce 65.77% | -$7.2M | $3.75M | 0.03% | Aug 13, 2026 |
| Aequim Alternative Investments LP | Added 78.32% | +$7.15M | $16.3M | 0.25% | Aug 11, 2026 |
| Freestone Grove Partners LP | New Buy | +$7.14M | $7.14M | 0.05% | Aug 14, 2026 |
| 1832 Asset Management L.P. | Reduce 12.32% | -$6.66M | $47.4M | 0.02% | Aug 13, 2026 |
| Investment Management Corp of Ontario | Reduce 10.99% | -$6.17M | $50M | 0.63% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Added 2.85% | +$6.16M | $222M | 0.37% | Aug 14, 2026 |
| Pinkerton Wealth, LLC | New Buy | +$6.02M | $6.02M | 0.52% | Jul 30, 2026 |
| Credit Agricole S A | Added 118.48% | +$5.81M | $10.7M | 0.02% | Aug 14, 2026 |
| Lido Advisors, LLC | Added 57.19% | +$5.69M | $15.6M | 0.04% | Aug 7, 2026 |
| Jennison Associates LLC | Reduce 3.08% | -$5.69M | $179M | 0.11% | Aug 3, 2026 |
| Alps Advisors Inc | Added 314.53% | +$5.66M | $7.46M | 0.04% | Jul 29, 2026 |
| Vanguard Investments Australia, Ltd. | Added 5.19% | +$5.32M | $108M | 0.27% | Aug 13, 2026 |
| National Pension Service | Added 1.88% | +$5.18M | $281M | 0.18% | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Added 2.17% | +$5.06M | $239M | 0.14% | Jul 30, 2026 |
| Empower Advisory Group, LLC | Added 3.26% | +$4.94M | $156M | 0.37% | Aug 12, 2026 |
| Gotham Asset Management, LLC | Reduce 20.00% | -$4.94M | $19.7M | 0.05% | Aug 14, 2026 |
| Confluence Investment Management LLC | Reduce 3.61% | -$4.91M | $131M | 2.05% | Jul 1, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$4.79M | $0 | 0.00% | Aug 3, 2026 |
| Fideuram Asset Management (Ireland) dac | Added 900.78% | +$4.71M | $5.24M | 0.10% | Jul 23, 2026 |
| Mather Group, LLC. | Added 318.35% | +$4.51M | $5.92M | 0.05% | Jul 27, 2026 |
| Jain Global LLC | Sell 100% | -$4.5M | $0 | 0.00% | Aug 14, 2026 |
| Edgestream Partners, L.P. | Reduce 46.50% | -$4.49M | $5.16M | 0.15% | Aug 11, 2026 |
| Magellan Asset Management Ltd | Added 8.56% | +$4.47M | $56.7M | 1.27% | Aug 13, 2026 |
| Foundations Investment Advisors, LLC | Added 14.16% | +$4.12M | $33.2M | 0.34% | Aug 14, 2026 |
| Vise Technologies, Inc. | Added 92.70% | +$3.88M | $8.07M | 0.09% | Aug 11, 2026 |
| Weiss Asset Management LP | Added 30.39% | +$3.82M | $16.4M | 0.17% | Aug 14, 2026 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | Added 72.83% | +$3.77M | $8.95M | 0.27% | Jul 23, 2026 |
| Nomura Holdings Inc | Added 141.74% | +$3.76M | $6.41M | 0.01% | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | Reduce 10.22% | -$3.73M | $32.7M | 0.22% | Aug 12, 2026 |
| Saudi Central Bank | Added 94.16% | +$3.66M | $7.55M | 0.10% | Jul 30, 2026 |
| OmniStar Financial Group, Inc. | Added 960.24% | +$3.63M | $4.01M | 1.85% | Jul 27, 2026 |
| Edgar Lomax Co | Reduce 8.24% | -$3.53M | $39.4M | 2.94% | Aug 13, 2026 |
| Capitolis Liquid Global Markets LLC | Added 80.00% | +$3.52M | $7.92M | 0.03% | Aug 13, 2026 |
| RiverFront Investment Group, LLC | Added 101.26% | +$3.49M | $6.94M | 0.09% | Jul 29, 2026 |
| Rafferty Asset Management, LLC | Added 39.73% | +$3.39M | $11.9M | 0.03% | Aug 14, 2026 |
| UniSuper Management Pty Ltd | Added 40.44% | +$3.37M | $11.7M | 0.06% | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | Added 12.80% | +$3.3M | $29.1M | 0.63% | Jul 17, 2026 |
| Illinois Municipal Retirement Fund | Reduce 11.40% | -$3.15M | $24.5M | 0.28% | Aug 12, 2026 |
| IFM Investors Pty Ltd | Added 10.99% | +$3.14M | $31.7M | 0.21% | Jul 21, 2026 |
| Voleon Capital Management LP | Added 21.44% | +$3.07M | $17.4M | 0.32% | Aug 14, 2026 |
| Legacy Financial Independent Advisors LLC | Reduce 49.39% | -$3.05M | $3.13M | 1.47% | Aug 10, 2026 |
| OMERS ADMINISTRATION Corp | Added 62.37% | +$3.02M | $7.87M | 0.05% | Aug 13, 2026 |
| Nomura Asset Management Co Ltd | Added 7.49% | +$3M | $43M | 0.09% | Aug 13, 2026 |
| Slagle Financial, LLC | Reduce 85.35% | -$2.84M | $488K | 0.15% | Jul 29, 2026 |
| Dockside LLC | New Buy | +$2.84M | $2.84M | 0.66% | Aug 3, 2026 |
| CIBC Asset Management Inc | Reduce 5.81% | -$2.82M | $45.8M | 0.10% | Aug 3, 2026 |
| Allstate Corp | Reduce 26.49% | -$2.69M | $7.46M | 0.07% | Aug 13, 2026 |
| Abn Amro Investment Solutions | Added 55.95% | +$2.67M | $7.44M | 0.06% | Jul 23, 2026 |
| Alerus Financial NA | Reduce 25.18% | -$2.65M | $7.87M | 0.34% | Aug 14, 2026 |
| Banque Pictet & Cie SA | Sell 100% | -$2.65M | $0 | 0.00% | Jul 24, 2026 |
| First Fiduciary Investment Counsel, Inc. | Added 42.02% | +$2.64M | $8.94M | 1.69% | Jul 27, 2026 |
| Mosaic Family Wealth Partners, LLC | Added 338.96% | +$2.63M | $3.41M | 0.23% | Aug 5, 2026 |
| Jefferies Financial Group Inc. | Added 236.40% | +$2.5M | $3.56M | 0.02% | Aug 17, 2026 |
| Bluespring Wealth Management, LLC | Added 339.93% | +$2.3M | $2.98M | 0.06% | Aug 11, 2026 |