SOUTHERN CO - Common Stock, par value $5 per share (SO)

Historical Holders from Q1 2014 to Q3 2025

Symbol
SO on NYSE
CUSIP
842587107
Type / Class
Equity / Common Stock, par value $5 per share
Shares outstanding
1.1B
All holders as of June 30, 2025
Q2 2025
Total 13F shares, excl. options
770M
Holdings value
$70.7B
% of all portfolios
0.058%
Grand Portfolio weight change
+0.005%
Number of holders
2145
Number of buys
1031
Number of sells
-842
Average Value change %
0%
Average buys %
+0.005%
Average sells %
-0.005%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SOUTHERN CO - Common Stock, par value $5 per share (SO)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
JPMORGAN CHASE & CO 6.2% +22% $6.01B $1.1B 68.4M +22.4% JPMORGAN CHASE & CO. Jun 30, 2025

Institutional Holders of SOUTHERN CO - Common Stock, par value $5 per share (SO)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 249K $23.6M +$906K $94.77 17
2025 Q2 770M $70.7B +$3B $91.83 2,145
2025 Q1 739M $68B -$424M $91.95 2,173
2024 Q4 746M $61.4B +$1.16B $82.32 2,083
2024 Q3 729M $65.7B -$386M $90.18 1,993
2024 Q2 733M $56.9B +$2.57B $77.57 1,869
2024 Q1 701M $50.3B -$69.3M $71.74 1,812
2023 Q4 2.82M $198M -$2.15M $70.12 24
2023 Q3 683M $44.2B -$168M $64.72 1,672
2023 Q2 684M $48.1B -$1.08B $70.25 1,690
2023 Q1 700M $48.7B +$977M $69.58 1,664
2022 Q4 677M $48.4B +$680M $71.41 1,695
2022 Q3 639M $43.4B +$1.03B $68.00 1,623
2022 Q2 660M $47.1B +$696M $71.31 1,644
2022 Q1 650M $47.1B +$948M $72.51 1,661
2021 Q4 639M $43.8B +$498M $68.58 1,621
2021 Q3 606M $37.5B -$186M $61.97 1,466
2021 Q2 632M $38.2B -$37.2M $60.51 1,487
2021 Q1 610M $37.9B +$611M $62.16 1,465
2020 Q4 596M $36.6B +$234M $61.43 1,470
2020 Q3 609M $33B +$198M $54.22 1,342
2020 Q2 575M $29.9B -$866M $51.85 1,346
2020 Q1 627M $34B -$161M $54.14 1,347
2019 Q4 540M $34.4B +$71.4M $63.70 1,415
2019 Q3 526M $32.5B +$517M $61.77 1,298
2019 Q2 588M $32.5B +$1.4B $55.28 1,251
2019 Q1 587M $30.3B +$477M $51.68 1,248
2018 Q4 587M $25.8B -$77.7M $43.92 1,200
2018 Q3 580M $25.3B +$16.5M $43.60 1,169
2018 Q2 588M $27.2B +$564M $46.31 1,167
2018 Q1 572M $25.5B +$414M $44.66 1,179
2017 Q4 563M $27B +$765M $48.09 1,223
2017 Q3 544M $26.8B +$232M $49.14 1,149
2017 Q2 539M $25.8B +$48.3M $47.88 1,158
2017 Q1 543M $27B +$3.76B $49.78 1,187
2016 Q4 525M $25.8B +$516M $49.19 1,168
2016 Q3 513M $26.3B +$1.61B $51.30 1,128
2016 Q2 468M $25.1B +$968M $53.63 1,138
2016 Q1 449M $23.2B +$390M $51.73 1,110
2015 Q4 453M $21.2B -$204M $46.79 1,052
2015 Q3 454M $20.3B -$173M $44.70 994
2015 Q2 448M $18.8B +$367M $41.90 977
2015 Q1 438M $19.4B -$666M $44.28 1,017
2014 Q4 457M $22.5B +$663M $49.11 1,027
2014 Q3 446M $19.5B +$164M $43.65 913
2014 Q2 447M $20.3B +$607M $45.38 946
2014 Q1 434M $19.1B +$560M $43.94 904