Who owns SOUTHERN CO (SO)? Elite investor 13F holders
4 tracked elite investors reported holding SOUTHERN CO as of 2026-06-30, including D.E. Shaw, Gotham Asset Management, Bridgewater Associates, Ancora Advisors / Ancora Holdings. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
4 tracked investors currently reported holding · Latest report period: 2026-06-30 · Utilities · Utilities
The Southern Company, through its subsidiaries, engages in the sale of electricity. The company offers electric service to retail customers and wholesale customers; and energy-related products and services to natural gas choice markets. It also develops, constructs, acquires, owns, operates, and manages power generation assets, as well as battery energy storage projects; sells electricity at…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| D.E. Shaw | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 26363990.00 USD | 275457.000000 | Shares | reduce | Original filing |
| Gotham Asset Management | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 19745069.00 USD | 206301.000000 | Shares | reduce | Original filing |
| Bridgewater Associates | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 1624390.00 USD | 16972.000000 | Shares | add | Original filing |
| Ancora Advisors / Ancora Holdings | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 920441.00 USD | 9617.000000 | Shares | reduce | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.