TrackerSEC 13F ownership
Mild distributionSouthern Company (The) institutional positioning
Southern Company (The) shows mild distribution in the latest SEC 13F quarter: -6.4% reported shares, 45 managers reporting.
13F value68.1B-1.4% versus prior quarter
Reported shares745.2M-6.4% versus prior quarter
Managers45-24 manager change
Option tilt+15.2%Call less put value share
Latest SEC 13F quarter may still be incomplete because linked manager count is materially below the prior quarter.
13F ownership trend
Q4 '23 to Q1 '26Reported value path, quarterly change, and manager coverage
Latest reported value68.1B-1.4% QoQ
Trend over chart+47.9%Q4 '23 to Q1 '26
Manager positions2,342+77 QoQ
SEC 13F ownership historyDec 31, 2023Quarterly SEC 13F history1 companiesReported value 46BValue change +11.8%Reported shares 703.4MManagers 1,843This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Mar 31, 2024Quarterly SEC 13F history1 companiesReported value 47.8BValue change +3.8%Reported shares 702.4MManagers 1,832This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Jun 30, 2024Quarterly SEC 13F history1 companiesReported value 55.2BValue change +15.5%Reported shares 735.3MManagers 1,898This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Sep 30, 2024Quarterly SEC 13F history1 companiesReported value 64.6BValue change +17.2%Reported shares 748.9MManagers 2,014This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Dec 31, 2024Quarterly SEC 13F history1 companiesReported value 60.2BValue change -6.8%Reported shares 747MManagers 2,131This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Mar 31, 2025Quarterly SEC 13F history1 companiesReported value 65.9BValue change +9.4%Reported shares 742.1MManagers 2,212This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Jun 30, 2025Quarterly SEC 13F history1 companiesReported value 68.3BValue change +3.8%Reported shares 777.1MManagers 2,190This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Sep 30, 2025Quarterly SEC 13F history1 companiesReported value 71.3BValue change +4.4%Reported shares 801.7MManagers 2,220This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Dec 31, 2025Quarterly SEC 13F history1 companiesReported value 69.1BValue change -3.2%Reported shares 796.4MManagers 2,265This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow. Mar 31, 2026Quarterly SEC 13F history1 companiesReported value 68.1BValue change -1.4%Reported shares 745.2MManagers 2,342This is a delayed quarterly ownership snapshot, useful for sponsorship trend, not intraday flow.
Reported value path QoQ value change Manager-position coverage