Form 13F security
SOUTHERN CO
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $11M | <0.1% | SH 117,458 | — |
| BAILLIE GIFFORD & CO | 2026-06-30 | $7.1M | <0.1% | SH 74,294 | — |
| Bridgewater Associates, LP | 2026-06-30 | $1.6M | <0.1% | SH 16,972 | — |
Total $20M across 3 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $4.4M | <0.1% | SH 45,900 | [PUT] |
Total $4.4M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $22M | <0.1% | SH 228,600 | [CALL] |
Total $22M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
BAILLIE GIFFORD & CO — Combined report.
Filed rows (5) — as filed
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | COM | [CALL] | $22M | <0.1% | SH 228,600 | 0000919574-26-005520 |
| Fisher Asset Management, LLC | COM | — | $11M | <0.1% | SH 117,458 | 0000850529-26-000006 |
| BAILLIE GIFFORD & CO | COM | — | $7.1M | <0.1% | SH 74,294 | 0001088875-26-000057 |
| Point72 Asset Management, L.P. | COM | [PUT] | $4.4M | <0.1% | SH 45,900 | 0000919574-26-005520 |
| Bridgewater Associates, LP | COM | — | $1.6M | <0.1% | SH 16,972 | 0001350694-26-000003 |