| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 6.2% | +22% | $6,283,581,252 | +$1,150,790,052 | 68,426,236 | +22% | JPMORGAN CHASE & CO. | 30 Jun 2025 |
As of 31 Dec 2025, 1,942 institutional investors reported holding 652,482,926 shares of SOUTHERN CO - Common Stock, par value $5 per share (SO). This represents 59% of the company’s total 1,103,648,968 outstanding shares.
The largest institutional shareholders of SOUTHERN CO - Common Stock, par value $5 per share (SO) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.8% | 108,057,413 | +1.5% | 0.14% | $9,422,606,414 |
| BlackRock, Inc. | 8% | 88,563,758 | +2% | 0.13% | $7,722,759,734 |
| JPMORGAN CHASE & CO | 5.6% | 61,770,419 | -12% | 0.36% | $5,386,380,808 |
| STATE STREET CORP | 5.6% | 61,490,694 | +4% | 0.18% | $5,361,988,517 |
| Capital World Investors | 3.7% | 41,142,076 | +23% | 0.49% | $3,587,589,027 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 27,259,125 | +1.4% | 0.15% | $2,381,343,950 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.5% | 16,300,985 | -18% | 0.46% | $1,421,445,891 |
| FRANKLIN RESOURCES INC | 1.4% | 15,340,744 | +9.9% | 0.33% | $1,337,712,888 |
| MORGAN STANLEY | 1.2% | 13,148,239 | -5.8% | 0.07% | $1,146,526,748 |
| NORGES BANK | 1.2% | 12,745,981 | 0.12% | $1,111,449,543 | |
| Capital International Investors | 1% | 11,244,052 | -43% | 0.15% | $980,603,902 |
| Legal & General Group Plc | 0.76% | 8,424,835 | -1.3% | 0.16% | $734,645,611 |
| Bank of New York Mellon Corp | 0.68% | 7,451,993 | +2.3% | 0.11% | $649,813,788 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.62% | 6,889,152 | +1.2% | 0.09% | $600,734,054 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.46% | 5,119,605 | -11% | 0.09% | $446,429,556 |
| GOLDMAN SACHS GROUP INC | 0.45% | 5,011,881 | -15% | 0.06% | $437,035,997 |
| Nuveen, LLC | 0.41% | 4,573,702 | +2.1% | 0.1% | $398,826,814 |
| UBS Group AG | 0.41% | 4,521,140 | -9.6% | 0.08% | $394,243,408 |
| BARCLAYS PLC | 0.4% | 4,391,064 | +26% | 0.15% | $382,900,778 |
| Pictet Asset Management Holding SA | 0.39% | 4,265,347 | +6.4% | 0.36% | $371,938,258 |
| WELLS FARGO & COMPANY/MN | 0.36% | 4,010,506 | +1.5% | 0.07% | $349,716,148 |
| LPL Financial LLC | 0.27% | 3,015,130 | +5.3% | 0.07% | $262,919,302 |
| Swiss National Bank | 0.27% | 3,014,500 | -4.8% | 0.16% | $262,864,400 |
| National Pension Service | 0.26% | 2,900,350 | +5.3% | 0.19% | $252,910,520 |
| California Public Employees Retirement System | 0.26% | 2,869,491 | -17% | 0.14% | $250,219,615 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 652,482,926 | $56,890,424,058 | +$658,814,155 | $87.20 | 1,942 |
| 2025 Q3 | 786,650,994 | $74,533,919,859 | +$1,465,936,512 | $94.77 | 2,201 |
| 2025 Q2 | 770,908,811 | $70,764,135,196 | +$3,006,106,343 | $91.83 | 2,162 |
| 2025 Q1 | 739,769,381 | $68,002,407,870 | -$421,463,443 | $91.95 | 2,184 |
| 2024 Q4 | 746,489,816 | $61,447,714,668 | +$240,634,522 | $82.32 | 2,103 |
| 2024 Q3 | 740,893,215 | $66,801,381,715 | +$645,839,072 | $90.18 | 1,993 |
| 2024 Q2 | 732,254,642 | $56,804,227,582 | +$1,744,302,640 | $77.57 | 1,875 |
| 2024 Q1 | 711,002,173 | $51,001,137,668 | +$704,821,018 | $71.74 | 1,814 |
| 2023 Q4 | 700,774,229 | $49,147,519,498 | +$439,604,173 | $70.12 | 1,831 |
| 2023 Q3 | 692,843,381 | $44,858,644,754 | -$171,429,975 | $64.72 | 1,700 |
| 2023 Q2 | 693,778,408 | $48,724,212,932 | -$510,592,103 | $70.25 | 1,716 |
| 2023 Q1 | 700,923,091 | $48,766,363,367 | +$987,998,749 | $69.58 | 1,691 |
| 2022 Q4 | 687,700,184 | $49,108,441,378 | +$707,880,604 | $71.41 | 1,720 |
| 2022 Q3 | 677,334,644 | $46,071,566,485 | +$1,208,338,057 | $68.00 | 1,645 |
| 2022 Q2 | 661,083,348 | $47,133,763,192 | +$707,092,384 | $71.31 | 1,665 |
| 2022 Q1 | 652,659,769 | $47,299,328,314 | +$886,065,865 | $72.51 | 1,686 |
| 2021 Q4 | 640,600,239 | $43,893,333,424 | +$448,319,208 | $68.58 | 1,636 |
| 2021 Q3 | 631,212,643 | $39,089,482,192 | -$10,730,874 | $61.97 | 1,479 |
| 2021 Q2 | 632,427,566 | $38,244,587,555 | +$53,841,560 | $60.51 | 1,494 |
| 2021 Q1 | 631,291,622 | $39,209,778,863 | +$666,759,944 | $62.16 | 1,475 |
| 2020 Q4 | 621,137,426 | $38,107,815,012 | +$433,623,331 | $61.43 | 1,484 |
| 2020 Q3 | 614,502,567 | $33,296,636,903 | +$26,006,352 | $54.22 | 1,355 |
| 2020 Q2 | 612,617,070 | $31,853,484,423 | -$798,443,557 | $51.85 | 1,361 |
| 2020 Q1 | 627,728,182 | $33,993,656,048 | -$157,734,220 | $54.14 | 1,359 |
| 2019 Q4 | 630,480,357 | $40,121,238,208 | +$434,325,917 | $63.70 | 1,432 |
| 2019 Q3 | 622,722,248 | $38,448,206,920 | +$691,584,295 | $61.77 | 1,310 |
| 2019 Q2 | 612,254,931 | $33,829,050,273 | +$1,106,894,516 | $55.28 | 1,263 |
| 2019 Q1 | 596,175,819 | $30,801,416,242 | +$490,681,179 | $51.68 | 1,259 |
| 2018 Q4 | 587,441,988 | $25,800,036,866 | -$69,143,891 | $43.92 | 1,205 |
| 2018 Q3 | 588,538,928 | $25,654,007,998 | +$49,992,177 | $43.60 | 1,176 |
| 2018 Q2 | 587,883,871 | $27,218,922,935 | +$338,511,704 | $46.31 | 1,175 |
| 2018 Q1 | 579,930,643 | $25,893,424,933 | +$453,111,797 | $44.66 | 1,187 |
| 2017 Q4 | 570,621,017 | $27,419,827,789 | +$1,119,566,790 | $48.09 | 1,231 |
| 2017 Q3 | 544,547,785 | $26,758,609,661 | +$234,370,838 | $49.14 | 1,154 |
| 2017 Q2 | 540,207,777 | $25,874,904,103 | +$65,977,095 | $47.88 | 1,164 |
| 2017 Q1 | 542,784,247 | $27,019,477,712 | +$3,762,150,637 | $49.78 | 1,191 |
| 2016 Q4 | 525,362,854 | $25,829,369,555 | +$518,856,637 | $49.19 | 1,170 |
| 2016 Q3 | 513,322,433 | $26,310,076,249 | +$1,615,459,811 | $51.30 | 1,131 |
| 2016 Q2 | 481,753,745 | $25,816,084,868 | +$1,099,691,690 | $53.63 | 1,141 |
| 2016 Q1 | 461,287,835 | $23,829,495,299 | +$408,226,697 | $51.73 | 1,115 |
| 2015 Q4 | 453,936,612 | $21,241,114,816 | -$206,380,457 | $46.79 | 1,053 |
| 2015 Q3 | 455,549,982 | $20,359,048,067 | -$226,981,932 | $44.70 | 995 |
| 2015 Q2 | 461,882,039 | $19,354,028,369 | +$433,182,113 | $41.90 | 981 |
| 2015 Q1 | 451,410,443 | $20,008,439,482 | -$643,954,969 | $44.28 | 1,022 |
| 2014 Q4 | 465,963,162 | $22,895,239,785 | +$733,252,060 | $49.11 | 1,031 |
| 2014 Q3 | 450,759,191 | $19,675,041,685 | +$169,816,522 | $43.65 | 916 |
| 2014 Q2 | 446,902,805 | $20,278,567,860 | +$606,672,170 | $45.38 | 947 |
| 2014 Q1 | 434,422,742 | $19,089,572,104 | +$599,762,808 | $43.94 | 904 |