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

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / Common Stock, par value $5 per share
Symbol: SO on NYSE
Shares outstanding: 1,103,648,968
Price per share: $87.20
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 786,252,247
Total reported value: $74,495,370,727
% of total 13F portfolios: 0.06%
Share change: +14,917,794
Value change: +$1,463,556,768
Avg buy value change: +0%
Avg sell value change: -0.01%
Number of holders: 2,194
Price from insider filings: $93.83

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) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
JPMORGAN CHASE & CO	6.2%	+22%	$6,006,454,996	+$1,100,036,488	68,426,236	+22%	JPMORGAN CHASE & CO.	30 Jun 2025

As of 30 Sep 2025, SOUTHERN CO - Common Stock, par value $5 per share (SO) has 2,194 institutional shareholders filing 13F forms. They hold 786,252,247 shares. of 1,103,648,968 outstanding shares (71%) .

Top 25 institutional shareholders own 54% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
VANGUARD GROUP INC	9.6%	106,414,323	+0.48%	0.15%	$10,084,885,391
BlackRock, Inc.	7.9%	86,817,041	-0.41%	0.14%	$8,227,650,909
JPMORGAN CHASE & CO	6.3%	69,819,768	+1.2%	0.42%	$6,616,819,606
STATE STREET CORP	5.4%	59,124,923	+0.01%	0.19%	$5,603,268,953
Capital World Investors	3%	33,548,852	+320%	0.43%	$3,179,424,704
PRICE T ROWE ASSOCIATES INC /MD/	2.6%	29,023,250	+66%	0.29%	$2,750,536,000
GEODE CAPITAL MANAGEMENT, LLC	2.4%	26,874,265	+3.3%	0.16%	$2,548,592,421
FMR LLC	2.2%	24,505,290	-0.95%	0.12%	$2,322,366,383
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.8%	19,810,199	-2.6%	0.58%	$1,877,412,561
Capital International Investors	1.8%	19,656,303	-24%	0.3%	$1,862,566,203
FRANKLIN RESOURCES INC	1.3%	13,963,021	-0.38%	0.33%	$1,323,275,487
MORGAN STANLEY	1.3%	13,960,682	+8.5%	0.08%	$1,323,054,077
NORTHERN TRUST CORP	0.96%	10,572,493	-0.13%	0.13%	$1,001,955,162
ROYAL BANK OF CANADA	0.95%	10,440,019	+12%	0.18%	$989,401,000
AMERIPRISE FINANCIAL INC	0.89%	9,806,272	+0.55%	0.21%	$929,354,137
BANK OF AMERICA CORP /DE/	0.78%	8,639,357	+3.2%	0.06%	$818,751,853
Legal & General Group Plc	0.77%	8,532,530	+3.5%	0.18%	$808,627,862
Bank of New York Mellon Corp	0.66%	7,284,822	+2%	0.12%	$690,382,515
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.62%	6,810,581	+0.62%	0.1%	$645,438,761
GOLDMAN SACHS GROUP INC	0.54%	5,915,170	-18%	0.08%	$560,580,605
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	0.52%	5,728,293	-11%	0.12%	$542,870,327
Invesco Ltd.	0.46%	5,072,192	-0.54%	0.08%	$480,691,619
UBS Group AG	0.45%	4,998,991	+20%	0.09%	$473,754,377
Nuveen, LLC	0.41%	4,478,199	-13%	0.11%	$424,398,919
Soroban Capital Partners LP	0.39%	4,250,074	+3.7%	3.3%	$402,779,513

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

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q4	4,376,889	$381,584,466	-$53,315,122			$87.20	102
2025 Q3	786,252,247	$74,495,370,727	+$1,463,556,768	$204,765,718	$434,460,042	$94.77	2,194
2025 Q2	770,908,811	$70,764,135,196	+$3,006,106,494	$195,921,620	$532,818,014	$91.83	2,162
2025 Q1	739,449,624	$67,973,006,748	-$424,275,805	$236,992,070	$442,367,884	$91.95	2,173
2024 Q4	745,801,873	$61,393,862,642	+$1,156,752,780	$239,178,003	$323,446,095	$82.32	2,083
2024 Q3	729,181,031	$65,745,180,003	-$386,333,234	$309,058,855	$454,776,495	$90.18	1,993
2024 Q2	732,990,441	$56,861,223,019	+$2,570,059,740	$208,427,720	$331,456,044	$77.57	1,869
2024 Q1	701,494,666	$50,318,670,951	-$69,294,749	$153,952,281	$358,542,168	$71.74	1,812
2023 Q4	2,824,238	$198,035,628	-$2,150,452			$70.12	24
2023 Q3	683,140,454	$44,231,110,119	-$168,450,782	$165,615,386	$175,282,287	$64.72	1,672
2023 Q2	684,216,027	$48,052,455,369	-$1,078,664,491	$139,772,737	$289,210,935	$70.25	1,690
2023 Q1	699,908,008	$48,694,501,888	+$976,511,317	$182,754,602	$275,017,194	$69.58	1,664
2022 Q4	677,387,701	$48,371,995,531	+$680,224,069	$133,568,844	$219,923,888	$71.41	1,695
2022 Q3	638,689,074	$43,443,663,937	+$1,029,291,787	$161,408,652	$233,439,000	$68.00	1,623
2022 Q2	660,418,399	$47,074,010,530	+$695,787,300	$166,028,600	$208,542,472	$71.31	1,644
2022 Q1	650,412,301	$47,131,848,717	+$947,768,892	$203,782,105	$259,148,705	$72.51	1,661
2021 Q4	639,307,185	$43,800,470,628	+$497,631,014	$226,136,397	$238,196,390	$68.58	1,621
2021 Q3	606,034,592	$37,524,942,400	-$186,174,022	$207,399,045	$178,499,239	$61.97	1,466
2021 Q2	632,253,210	$38,229,833,182	-$37,179,069	$163,349,019	$208,696,371	$60.51	1,487
2021 Q1	610,049,585	$37,885,225,163	+$611,407,949	$135,960,827	$256,366,624	$62.16	1,465
2020 Q4	595,958,169	$36,557,409,304	+$234,321,270	$128,721,818	$200,778,595	$61.43	1,470
2020 Q3	609,364,791	$33,017,900,672	+$197,626,302	$162,765,162	$302,140,000	$54.22	1,342
2020 Q2	575,059,706	$29,907,419,272	-$866,380,571	$113,788,570	$215,437,070	$51.85	1,346
2020 Q1	626,976,932	$33,952,671,665	-$160,622,782	$119,922,010	$197,449,000	$54.14	1,347
2019 Q4	540,365,019	$34,380,699,512	+$71,376,473	$179,553,001	$164,326,000	$63.70	1,415
2019 Q3	526,390,105	$32,497,600,354	+$516,904,612	$164,189,000	$414,160,000	$61.77	1,298
2019 Q2	587,733,140	$32,472,980,454	+$1,395,660,780	$138,375,000	$236,982,000	$55.28	1,251
2019 Q1	587,251,786	$30,339,745,042	+$476,918,454	$110,482,000	$293,987,000	$51.68	1,248
2018 Q4	587,405,289	$25,797,940,215	-$77,691,105	$83,850,000	$191,423,000	$43.92	1,200
2018 Q3	580,113,732	$25,286,003,328	+$16,521,313	$179,517,028	$251,911,003	$43.60	1,169
2018 Q2	587,816,396	$27,215,117,006	+$563,525,717	$97,576,039	$219,670,014	$46.31	1,167
2018 Q1	571,981,193	$25,538,952,901	+$414,165,719	$145,869,581	$210,393,975	$44.66	1,179
2017 Q4	562,871,872	$27,046,655,836	+$764,752,819	$126,507,303	$189,936,018	$48.09	1,223
2017 Q3	544,402,154	$26,751,301,753	+$231,976,141	$126,510,007	$296,483,007	$49.14	1,149
2017 Q2	538,669,733	$25,800,835,616	+$48,332,760	$99,734,003	$225,263,003	$47.88	1,158
2017 Q1	542,776,791	$27,018,627,705	+$3,762,005,395	$97,249,007	$226,108,181	$49.78	1,187
2016 Q4	525,356,888	$25,828,595,628	+$516,474,171	$115,935,000	$195,590,801	$49.19	1,168
2016 Q3	513,271,961	$26,307,314,249	+$1,613,168,685	$138,972,000	$222,485,000	$51.30	1,128
2016 Q2	467,587,742	$25,056,362,868	+$968,278,985	$121,519,000	$451,429,000	$53.63	1,138
2016 Q1	449,127,568	$23,201,156,299	+$389,677,669	$56,538,000	$158,372,750	$51.73	1,110
2015 Q4	452,526,202	$21,174,619,271	-$204,154,536	$94,679,000	$201,948,750	$46.79	1,052
2015 Q3	454,325,358	$20,304,309,067	-$173,381,672	$125,127,000	$165,518,950	$44.70	994
2015 Q2	447,911,050	$18,768,754,369	+$367,409,184	$169,108,000	$197,458,950	$41.90	977
2015 Q1	438,144,448	$19,421,024,707	-$666,371,228	$100,432,000	$148,558,166	$44.28	1,017
2014 Q4	457,124,935	$22,461,192,785	+$663,420,304	$265,090,000	$323,749,750	$49.11	1,027
2014 Q3	446,320,670	$19,481,299,685	+$163,850,553	$110,641,000	$208,880,000	$43.65	913
2014 Q2	446,775,590	$20,272,797,428	+$607,477,996	$126,722,000	$497,040,000	$45.38	946
2014 Q1	434,422,742	$19,089,572,104	+$559,601,560	$103,086,424	$183,800,000	$43.94	904