Southern Company: which funds bought and sold
Institutions that bought and sold Southern shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 1,212 institutions that filed 13F reports for both quarters added to or opened positions in Southern, and 836 cut or closed them. Together they added a net 31.6M shares, +4.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 11.6M shares (+6.3%); index fund managers were net buyers of 8.9M shares (+2.9%). 113 opened a new position and 112 sold out entirely.
Bought, Q2 2026 1,212 institutions, 113 of them new holders Sold, Q2 2026 836 institutions, 112 of them sold out
Net change, all compared +31.6M shares (+4.0%)
Net change, active managers +11.6M shares (+6.3%), 44 bought, 42 sold
Buyers versus sellers
1,212 bought 382 836 sold
Active managers and hedge funds 44 bought · 42 sold · +11.6M
Index fund managers 11 bought · 1 sold · +8.9M
Other institutions 1,157 bought · 793 sold · +11.1M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | +10.0M +27.4% | 46.4M | $4.4B |
| Goldman Sachs Group Inc | +8.7M +149.6% | 14.6M | $1.4B |
| Capital World Investors Active manager | +6.3M +11.2% | 62.5M | $6B |
| Boston Partners Active manager | +6.1M +15069.1% | 6.2M | $591M |
| Healthcare Of Ontario Pension Plan Trust Fund | +2.8M +4030.3% | 2.9M | $273M |
| Blackrock, Inc. Index funds | +2.6M +2.9% | 93.0M | $8.9B |
| Vanguard Capital Management LLC Index funds | +2.1M +3.0% | 73.7M | $7.1B |
| State Street Corp Index funds | +1.8M +2.9% | 64.8M | $6.2B |
| First Trust Advisors LP | +1.7M +227.3% | 2.4M | $233M |
| Canada Pension Plan Investment Board | +1.4M +3244.2% | 1.5M | $139M |
| Bank Of Montreal | +1.1M +66.1% | 2.9M | $274M |
| Amundi | +1.1M +33.8% | 4.4M | $426M |
| Wellington Management Group LLP Active manager | +1.0M +22.2% | 5.5M | $528M |
| Geode Capital Management, LLC Index funds | +960K +3.4% | 29.3M | $2.8B |
| Vanguard Portfolio Management LLC Index funds | +887K +3.4% | 27.0M | $2.6B |
| Deutsche Bank Ag\ | +838K +39.6% | 3.0M | $283M |
| Cbre Investment Management Listed Real Assets LLC | +751K +100.8% | 1.5M | $143M |
| Vaughan Nelson Investment Management, L.P. Active manager | +745K New position | 745K | $71.3M |
| Morgan Stanley | +625K +4.8% | 13.5M | $1.3B |
| BNP Paribas Financial Markets | +620K +60.0% | 1.7M | $158M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | +10.0M +27.4% | 46.4M | $4.4B |
| Capital World Investors Active manager | +6.3M +11.2% | 62.5M | $6B |
| Boston Partners Active manager | +6.1M +15069.1% | 6.2M | $591M |
| Wellington Management Group LLP Active manager | +1.0M +22.2% | 5.5M | $528M |
| Vaughan Nelson Investment Management, L.P. Active manager | +745K New position | 745K | $71.3M |
| Balyasny Asset Management L.P. Hedge fund | +543K +344.5% | 701K | $67.1M |
| Verition Fund Management LLC Hedge fund | +502K +8253.8% | 508K | $48.7M |
| Citadel Advisors LLC Hedge fund | +278K +31.1% | 1.2M | $112M |
| Two Sigma Investments, LP Hedge fund | +148K +94.7% | 304K | $29.1M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +144K +25.8% | 704K | $67.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | −10.6M −24.4% | 32.8M | $3.2B |
| Capital Research Global Investors Active manager | −2.6M Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −2.3M −98.7% | 30K | $2.9M |
| Barclays PLC | −1.9M −40.8% | 2.7M | $259M |
| Massachusetts Financial Services Co Active manager | −1.8M −11.3% | 13.8M | $1.3B |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −1.2M Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −1.1M −95.4% | 54K | $5.1M |
| Prudential Financial Inc | −981K −61.7% | 610K | $58.3M |
| Qube Research & Technologies Ltd Hedge fund | −867K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −835K Sold out | 0 | — |
| Soroban Capital Partners LP Hedge fund | −687K −28.9% | 1.7M | $162M |
| Pictet Asset Management Holding SA | −470K −11.1% | 3.8M | $360M |
| Renaissance Technologies LLC Hedge fund | −432K Sold out | 0 | — |
| Capital Fund Management S.A. Hedge fund | −415K −69.4% | 183K | $17.5M |
| Mawer Investment Management Ltd. Active manager | −398K −11.6% | 3.0M | $289M |
| UBS Group AG | −374K −9.2% | 3.7M | $354M |
| FMR LLC Active manager | −351K −1.5% | 22.5M | $2.2B |
| Capital International Investors Active manager | −347K −25.1% | 1.0M | $99.2M |
| Zurich Insurance Group Ltd | −264K −55.6% | 211K | $20.2M |
| Franklin Resources Inc Active manager | −247K −1.5% | 16.6M | $1.6B |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital Research Global Investors Active manager | −2.6M Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −2.3M −98.7% | 30K | $2.9M |
| Massachusetts Financial Services Co Active manager | −1.8M −11.3% | 13.8M | $1.3B |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −1.2M Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −1.1M −95.4% | 54K | $5.1M |
| Qube Research & Technologies Ltd Hedge fund | −867K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −835K Sold out | 0 | — |
| Soroban Capital Partners LP Hedge fund | −687K −28.9% | 1.7M | $162M |
| Renaissance Technologies LLC Hedge fund | −432K Sold out | 0 | — |
| Capital Fund Management S.A. Hedge fund | −415K −69.4% | 183K | $17.5M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Vaughan Nelson Investment Management, L.P.Active manager | 745K | $71.3M |
| Capital Innovations LLC | 116K | $11.1M |
| Lighthouse Investment Partners, LLCHedge fund | 99K | $9.5M |
| Ilex Capital Partners (UK) LLP | 95K | $9.1M |
| J.W. Cole Advisors, Inc. | 78K | $7.5M |
| Summittx Capital, L.P. | 77K | $7.3M |
| Freestone Grove Partners LPHedge fund | 75K | $7.1M |
| Pinkerton Wealth, LLC | 62K | $6M |
| Dockside LLC | 30K | $2.8M |
| Atom Investors LP | 25K | $2.4M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Capital Research Global InvestorsActive manager | 2.6M | $252M |
| Adage Capital Partners Gp, L.L.C.Hedge fund | 1.2M | $115M |
| Qube Research & Technologies LtdHedge fund | 867K | $83.6M |
| Exoduspoint Capital Management, LPHedge fund | 835K | $80.6M |
| Renaissance Technologies LLCHedge fund | 432K | $41.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 208K | $20M |
| Connor, Clark & Lunn Investment Management Ltd. | 181K | $17.4M |
| Biondo Investment Advisors, LLC | 139K | $13.4M |
| Trexquant Investment LPHedge fund | 97K | $9.4M |
| Campbell & Co Investment Adviser LLC | 50K | $4.8M |
Who holds the shares
- Institutions reporting
- 2,352
- Ten largest holders
- 56.1% of 13F-reported shares
- Index fund managers
- 37.6% of 13F-reported shares
- Active managers and hedge funds
- 23.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 44 | 42 | 7 | 13 | +11.6M | +6.3% |
| Index fund managers | 11 | 1 | 0 | 0 | +8.9M | +2.9% |
| Other institutions | 1,157 | 793 | 106 | 99 | +11.1M | +3.7% |