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

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock, par value $5 per share
Shares outstanding
1,103,648,968
Total 13F shares
31,546,226
Share change
-3,991,296
Total reported value
$2,749,461,298
Price per share
$87.20
Number of holders
491
Value change
-$348,790,085
Number of buys
211
Number of sells
198

Institutional Holders of SOUTHERN CO - Common Stock, par value $5 per share (SO) as of Q4 2025

As of 31 Dec 2025, SOUTHERN CO - Common Stock, par value $5 per share (SO) was held by 491 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 31,546,226 shares. The largest 10 holders included MASSACHUSETTS FINANCIAL SERVICES CO /MA/, CONFLUENCE INVESTMENT MANAGEMENT LLC, CAPITAL ADVISORS INC/OK, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Capital Investment Advisors, LLC, FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, DONALDSON CAPITAL MANAGEMENT, LLC, Aberdeen Group plc, Allspring Global Investments Holdings, LLC, and CAHABA WEALTH MANAGEMENT, INC.. This page lists 491 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.