Follow-The-Filings

Security

SO

Southern Co. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 exit max 2.2% (Kentucky Trust Co.)

grid → activity →
owners 16
max % 2.2%
tracked value $16B
qoq A 10 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Kentucky Trust Co. 2026 Q2 stale 2.2% Reduce -0.24 pp 48,616 $4.7B hist
Eric Mandelblatt - Soroban Capital Partners LP 2026 Q1 0.4% Reduce -3.59 pp 2,375,511 $229M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.2% Add +0.17 pp 2,334,078 $225M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.03 pp 1,146,471 $111M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 108,057,413 $9.4B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.12 pp 12,745,981 $1.1B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.01 pp 257,891 $25M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.14 pp 431,600 $42M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 458,458 $44M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 380,590 $36M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 359,500 $35M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.02 pp 157,711 $15M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 10,983 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 894,897 $86M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.01 pp 11,771 $1M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 122,639 $12M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.1% Exit -0.14 pp 1,017,455 $96M hist

16 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $24.83B $26.76B $28.94B
Gross profit — — —
Gross margin — — —
Net income — — $4.34B
Net margin * — — 15.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $10.43B $10.69B $10.92B
Total non-current assets * $128.9B $134.49B $144.8B
Total assets $139.33B $145.18B $155.72B
Total current liabilities $13.47B $15.99B $16.89B
Total non-current liabilities * $90.64B $92.51B $99.96B
Total equity $31.44B $33.21B $36.02B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $7.55B $9.79B $9.8B
Cash from investing -$9.67B -$9.4B -$13.96B
Cash from financing $999M -$208M $4.7B
Net change in cash * -$1.12B $180M $539M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders