7 institutions reported holding $171.8M of SOUTHERN CO. $3.562 (SOMN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Advisors LLC ($105.2M), Portman Square Capital LLP ($61.8M), CITIGROUP INC ($2.9M), AEGON USA Investment Management, LLC ($727,517), Cambridge Investment Research Advisors, Inc. ($550,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $105.2M | 2.1M | Added |
| 2 | Portman Square Capital LLP | $61.8M | 1.2M | Trimmed |
| 3 | CITIGROUP INC | $2.9M | 58,050 | Trimmed |
| 4 | AEGON USA Investment Management, LLC | $727,517 | 14,530 | Hold |
| 5 | Cambridge Investment Research Advisors, Inc. | $550,000 | 11,040 | Added |
| 6 | Central Pacific Bank - Trust Division | $356,138 | 7,160 | Hold |
| 7 | WHITTIER TRUST CO | $190,000 | 3,800 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30