JPMORGAN CHASE & CO

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

Symbol: SO on NYSE
Investment type: Equity - Shares of Stock
Class: Common Stock, par value $5 per share
Latest Disclosed Ownership: 55.9M shares
Security Ownership: 5.1%

Shares, Excluding Options vs Price

Value, Excluding Options

JPMORGAN CHASE & CO. ownership in SOUTHERN CO Common Stock, par value $5 per share (SO)

2025-02-10 - JPMORGAN CHASE & CO. has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 55.9M shares of SOUTHERN CO Common Stock, par value $5 per share (SO). This represents 5.1% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
JPMORGAN CHASE & CO.	5.1%		$5.14B	55.9M			$91.95	13G	12/31/2024	10 Feb 2025 12:51:48

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
12/31/2024	0.36%	+0.01%	$4.59B	55.8M	+1,082,850	+1.98%	$82.32	Q4 2024
9/30/2024	0.39%	+0.11%	$4.94B	54.7M	+14,805,400	+37.1%	$90.18	Q3 2024
6/30/2024	0.27%	+0.07%	$3.1B	39.9M	+9,752,174	+32.3%	$77.57	Q2 2024
3/31/2024	0.19%	+0.07%	$2.16B	30.2M	+10,648,772	+54.6%	$71.74	Q1 2024
12/31/2023	0.14%	+0.09%	$1.37B	19.5M	+12,024,245	+160%	$70.12	Q4 2023
9/30/2023	0.05%	+0.02%	$485M	7.49M	+2,859,801	+61.7%	$64.72	Q3 2023
6/30/2023	0.04%	+0%	$326M	4.63M	+437,004	+10.4%	$70.25	Q2 2023
3/31/2023	0.04%	+0.01%	$292M	4.2M	+756,390	+22%	$69.58	Q1 2023
12/31/2022	0.03%	+0%	$246M	3.44M	+307,219	+9.8%	$71.41	Q4 2022
9/30/2022	0.03%	-0.01%	$213M	3.13M	-682,262	-17.9%	$68.00	Q3 2022
6/30/2022	0.04%	+0%	$272M	3.82M	+171,201	+4.7%	$71.31	Q2 2022
3/31/2022	0.03%	+0.01%	$264M	3.64M	+1,607,524	+78.9%	$72.51	Q1 2022
12/31/2021	0.02%	+0%	$140M	2.04M	+148,545	+7.86%	$68.58	Q4 2021
9/30/2021	0.02%	0%	$117M	1.89M	-33,243	-1.73%	$61.97	Q3 2021
6/30/2021	0.01%	-0.01%	$116M	1.92M	-834,000	-30.3%	$60.51	Q2 2021
3/31/2021	0.02%	+0.01%	$171M	2.76M	+1,030,205	+59.7%	$62.16	Q1 2021
12/31/2020	0.02%	0%	$106M	1.73M	-322,605	-15.7%	$61.43	Q4 2020
9/30/2020	0.02%	0%	$110M	2.05M	-197,596	-8.8%	$53.70	Q3 2020
6/30/2020	0.02%	0%	$116M	2.25M	-64,573	-2.79%	$51.85	Q2 2020
3/31/2020	0.03%	-0.02%	$125M	2.31M	-1,363,165	-37.1%	$54.14	Q1 2020
12/31/2019	0.04%	+0.03%	$234M	3.67M	+2,130,898	+138%	$63.70	Q4 2019
9/30/2019	0.02%	+0.01%	$95.3M	1.54M	+444,232	+40.4%	$61.77	Q3 2019
6/30/2019	0.01%	+0%	$60.5M	1.1M	+3,243	+0.3%	$55.08	Q2 2019
3/31/2019	0.01%	+0%	$56.6M	1.1M	+130,640	+13.5%	$51.68	Q1 2019
12/31/2018	0.01%	-0.01%	$42.4M	965K	-671,192	-41%	$43.92	Q4 2018
9/30/2018	0.01%	+0.01%	$71.3M	1.64M	+612,867	+59.9%	$43.60	Q3 2018
6/30/2018	0.01%	+0%	$47.4M	1.02M	+81,561	+8.66%	$46.31	Q2 2018
3/31/2018	0.01%	0%	$42M	941K	-469,481	-33.3%	$44.66	Q1 2018
12/31/2017	0.01%	+0.01%	$67.9M	1.41M	+887,425	+170%	$48.09	Q4 2017
9/30/2017	0.01%	+0%	$25.6M	523K	+77,422	+17.4%	$48.94	Q3 2017
6/30/2017	0%	-0.02%	$21.4M	446K	-1,630,389	-78.5%	$47.88	Q2 2017
3/31/2017	0.02%	+0.02%	$103M	2.08M	+1,375,311	+196%	$49.78	Q1 2017
12/31/2016	0.01%	0%	$34.5M	701K	-288,587	-29.2%	$49.19	Q4 2016
9/30/2016	0.01%	+0%	$50.8M	990K	+188,280	+23.5%	$51.30	Q3 2016
6/30/2016	0.01%	+0%	$43M	801K	+6,887	+0.87%	$53.63	Q2 2016
3/31/2016	0.01%	0%	$41.1M	795K	-115,669	-12.7%	$51.73	Q1 2016
12/31/2015	0.01%	0%	$42.6M	910K	-207,700	-18.6%	$46.79	Q4 2015
9/30/2015	0.01%	-0.01%	$50M	1.12M	-637,702	-36.3%	$44.70	Q3 2015
6/30/2015	0.02%	0%	$73.6M	1.76M	-467,389	-21%	$41.90	Q2 2015
3/31/2015	0.02%	+0%	$98.4M	2.22M	+165,824	+8.06%	$44.28	Q1 2015
12/31/2014	0.02%	+0%	$101M	2.06M	+149,573	+7.84%	$49.11	Q4 2014
9/30/2014	0.02%	+0%	$83.3M	1.91M	+446,339	+30.5%	$43.65	Q3 2014
6/30/2014	0.02%	-0.01%	$66.3M	1.46M	-660,795	-31.1%	$45.38	Q2 2014
3/31/2014	0.03%	+0.01%	$93.2M	2.12M	+753,320	+55%	$43.94	Q1 2014
12/31/2013	0.02%		$56.3M	1.37M			$41.11	Q4 2013

* 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.