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 September 30, 2025
Q3 2025
Total 13F shares, excl. options
786M
Holdings value
$74.4B
% of all portfolios
0.055%
Grand Portfolio weight change
+0.002%
Number of holders
2181
Number of buys
1067
Number of sells
-816
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% $6.28B $1.15B 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 786M $74.4B +$1.47B $94.77 2,181
2025 Q2 771M $70.8B +$3.01B $91.83 2,161
2025 Q1 739M $68B -$424M $91.95 2,173
2024 Q4 746M $61.4B +$1.16B $82.32 2,086
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 -$25.2M $71.74 1,797
2023 Q4 700M $49.1B +$1.18B $70.12 1,804
2023 Q3 683M $44.2B -$787M $64.72 1,681
2023 Q2 693M $48.7B -$512M $70.25 1,696
2023 Q1 700M $48.7B +$999M $69.58 1,680
2022 Q4 687M $49B +$707M $71.41 1,708
2022 Q3 676M $46B +$1.21B $68.00 1,634
2022 Q2 661M $47.1B +$714M $71.31 1,657
2022 Q1 652M $47.3B +$882M $72.51 1,679
2021 Q4 640M $43.9B +$449M $68.58 1,632
2021 Q3 631M $39.1B -$13.6M $61.97 1,477
2021 Q2 632M $38.2B +$56.1M $60.51 1,491
2021 Q1 631M $39.2B +$667M $62.16 1,477
2020 Q4 621M $38.1B +$433M $61.43 1,480
2020 Q3 614M $33.3B +$26.2M $54.22 1,356
2020 Q2 612M $31.8B -$800M $51.85 1,360
2020 Q1 628M $34B -$156M $54.14 1,356
2019 Q4 630M $40.1B +$434M $63.70 1,435
2019 Q3 623M $38.4B +$692M $61.77 1,314
2019 Q2 612M $33.8B +$1.11B $55.28 1,270
2019 Q1 596M $30.8B +$491M $51.68 1,265
2018 Q4 587M $25.8B -$69.1M $43.92 1,208
2018 Q3 589M $25.7B +$50M $43.60 1,181
2018 Q2 588M $27.2B +$339M $46.31 1,180
2018 Q1 580M $25.9B +$453M $44.66 1,189
2017 Q4 571M $27.4B +$1.12B $48.09 1,235
2017 Q3 545M $26.8B +$234M $49.14 1,157
2017 Q2 540M $25.9B +$66M $47.88 1,166
2017 Q1 543M $27B +$3.76B $49.78 1,199
2016 Q4 525M $25.8B +$519M $49.19 1,174
2016 Q3 513M $26.3B +$1.62B $51.30 1,131
2016 Q2 482M $25.8B +$1.1B $53.63 1,141
2016 Q1 449M $23.2B +$388M $51.73 1,112
2015 Q4 454M $21.2B -$206M $46.79 1,053
2015 Q3 454M $20.3B -$222M $44.70 994
2015 Q2 462M $19.4B +$447M $41.90 982
2015 Q1 438M $19.4B -$667M $44.28 1,019
2014 Q4 466M $22.9B +$730M $49.11 1,031
2014 Q3 450M $19.6B +$162M $43.65 917
2014 Q2 447M $20.3B +$607M $45.38 949
2014 Q1 434M $19.1B +$597M $43.94 906