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# 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](https://ownershiptrace.com/13f/investors/63) | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | [Original filing](https://www.sec.gov/Archives/edgar/data/1037389/0001037389-26-000059-index.html) |
| [D.E. Shaw](https://ownershiptrace.com/13f/investors/98) | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 26363990.00 USD | 275457.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1009207/0001104659-26-097217-index.html) |
| [Gotham Asset Management](https://ownershiptrace.com/13f/investors/94672) | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 19745069.00 USD | 206301.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1510387/0001398344-26-014644-index.html) |
| [Bridgewater Associates](https://ownershiptrace.com/13f/investors/8) | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 1624390.00 USD | 16972.000000 | Shares | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1350694/0001350694-26-000003-index.html) |
| [Ancora Advisors / Ancora Holdings](https://ownershiptrace.com/13f/investors/101) | SOUTHERN CO | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 920441.00 USD | 9617.000000 | Shares | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1446114/0001446114-26-000012-index.html) |

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.

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