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SOUTHERN COUtilitiesElectric UtilitiesLatest close $198 of 27 marquee funds currently hold6 CUSIPs mapped
Current holders
8
27 funds tracked
Ever held
11
Current + past
New this quarter
3
Exited this quarter
0
Marquee-fund ownership over time
Nov 13, 2013May 14, 2020Nov 13, 2024May 15, 2026
Now
15
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2013 | 51Q | $25 | $19 | -23% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $81 | $19 | -77% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $14 | $19 | +35% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $19 | — |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $19 | — |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $82 | $19 | -77% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $14 | $19 | +35% |
| Point72 Asset Management re-entered | Q2 2025(8Q snapshot) | 4Q | $0.00 | $19 | — |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Soros Fund Management | Q3 2025 | Q1 2026 | — | +0% |
| Maverick Capital 4× in & out | Q4 2023 | Q2 2024 | → $74 | +17% |
| Duquesne Family Office | Q2 2016 | Q3 2016 | → $34 | +4% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SOUTHERN CO. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
3
Filings · last 90d
22
Total on file
660
Recent SEC buffer
Most recent
Jun 1, 2026
30d / 90d windows measured from Jun 1, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-251358Jun 1, 2026
- Form 40001193125-26-239215May 26, 2026
- Form 40001193125-26-203796May 4, 2026
- Form 40001193125-26-140265Apr 2, 2026
- Form 40001193125-26-139965Apr 2, 2026
- Form 40001193125-26-139964Apr 2, 2026
- Form 40001193125-26-139963Apr 2, 2026
- Form 40001193125-26-139961Apr 2, 2026
- Form 40001193125-26-139960Apr 2, 2026
- Form 40001193125-26-139959Apr 2, 2026
- Form 40001193125-26-139958Apr 2, 2026
- Form 40001193125-26-139957Apr 2, 2026
- Form 40001193125-26-139953Apr 2, 2026
- Form 40001193125-26-139950Apr 2, 2026
- Form 40001193125-26-139948Apr 2, 2026
Showing 15 of 660 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · SOUTHERN COAnnual figures sourced directly from SOUTHERN CO's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$29.55B
FY2025+11% YoY
Net income
$4.34B
FY2025-1% YoY
EPS (diluted)
$3.92
FY2025-2% YoY
Free cash flow(?)
-$2.94B
FY2025-452% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SOUTHERN CO — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 8, 2026
- 8-KMaterial eventMay 15, 2026
- 8-KMaterial eventApr 30, 2026
- 10-QQuarterly reportApr 30, 2026
- DEF 14AProxy statementApr 3, 2026
- 8-KMaterial eventMar 19, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventFeb 19, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-K/A8-KFeb 17, 2026
- 8-KMaterial eventDec 19, 2025
- 8-KMaterial eventDec 10, 2025
- 8-KMaterial eventNov 6, 2025
- 8-KMaterial eventOct 30, 2025
- 10-QQuarterly reportOct 30, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $92 | $94 | +2% |
| Two Sigma Investments | Q2 2026 | open | $0.00 | — | +0% |
| Millennium Management | Q2 2026 | open | $19 | $19 | +2% |
| Point72 Asset Management | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $19 | $19 | +0% |
| D.E. Shaw | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| D.E. Shaw | Q1 2026 | open | $19 | $19 | +0% |
| Millennium Management | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Point72 Asset Management | Q1 2026 | open | $19 | $19 | +0% |
| Bridgewater Associates | Q1 2026 | open | $93 | $90 | -3% |
| Renaissance Technologies | Q1 2026 | open | $91 | $94 | +3% |
| Two Sigma Investments | Q4 2025 | Q1 2026 | $89 | $91 | +3% |
| Soros Fund Management | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| AQR Capital Management | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| AQR Capital Management | Q3 2025 | open | $16 | $19 | +19% |
| Millennium Management | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | $91 | $91 | +0% |
| Two Sigma Investments | Q2 2025 | open | $15 | $19 | +26% |
| Millennium Management | Q2 2025 | Q4 2025 | $15 | $19 | +25% |
| Point72 Asset Management | Q2 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q4 2025 | $16 | $19 | +16% |
| Two Sigma Investments | Q1 2025 | Q3 2025 | $81 | $91 | +12% |
| Renaissance Technologies | Q4 2024 | Q1 2025 | $17 | $16 | -5% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $14 | $17 | +22% |
| Citadel Advisors | Q3 2024 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $82 | $94 | +15% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2024 | open | $82 | $94 | +15% |
| AQR Capital Management | Q3 2024 | open | $82 | $94 | +15% |
| Millennium Management | Q3 2024 | Q4 2024 | $14 | $17 | +22% |
| Millennium Management | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | Q4 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | open | $82 | $94 | +15% |
| Renaissance Technologies | Q3 2024 | Q3 2025 | $81 | $92 | +13% |
| Renaissance Technologies | Q3 2024 | Q4 2025 | $0.00 | — | +0% |
| Maverick Capital | Q4 2023 | Q2 2024 | $63 | $74 | +17% |
| Bridgewater Associates | Q1 2022 | Q2 2023 | $56 | $66 | +18% |
| Maverick Capital | Q3 2021 | Q1 2022 | $56 | $56 | +0% |
| Maverick Capital | Q1 2021 | Q2 2021 | $49 | $54 | +10% |
| Maverick Capital | Q3 2020 | Q4 2020 | $43 | $52 | +21% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $43 | $52 | +21% |
| Bridgewater Associates | Q4 2018 | Q1 2019 | $35 | $37 | +5% |
| Bridgewater Associates | Q1 2018 | Q2 2018 | $32 | $32 | +0% |
| Duquesne Family Office | Q2 2016 | Q3 2016 | $33 | $34 | +4% |
| Bridgewater Associates | Q2 2016 | Q3 2016 | $33 | $35 | +6% |
| Bridgewater Associates | Q3 2014 | Q4 2015 | $26 | $28 | +8% |
| Bridgewater Associates | Q4 2013 | Q1 2014 | $25 | $25 | +1% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.