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

Historical Holders from Q1 2014 to Q3 2025

Symbol
SO on NYSE
Type / Class
Equity / Common Stock, par value $5 per share
Shares outstanding
1.1B
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
786M
Holdings value
$74.5B
% of all portfolios
0.056%
Grand Portfolio weight change
+0.002%
Number of holders
2189
Number of buys
1069
Number of sells
-822
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. 30 Jun 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 $74.5B +$1.47B $94.77 2,189
2025 Q2 771M $70.8B +$3.01B $91.83 2,162
2025 Q1 740M $68B -$421M $91.95 2,184
2024 Q4 746M $61.4B +$241M $82.32 2,103
2024 Q3 741M $66.8B +$646M $90.18 1,993
2024 Q2 732M $56.8B +$1.74B $77.57 1,875
2024 Q1 711M $51B +$705M $71.74 1,814
2023 Q4 701M $49.1B +$440M $70.12 1,831
2023 Q3 693M $44.9B -$171M $64.72 1,700
2023 Q2 694M $48.7B -$511M $70.25 1,716
2023 Q1 701M $48.8B +$988M $69.58 1,691
2022 Q4 688M $49.1B +$708M $71.41 1,720
2022 Q3 677M $46.1B +$1.21B $68.00 1,645
2022 Q2 661M $47.1B +$707M $71.31 1,665
2022 Q1 653M $47.3B +$886M $72.51 1,686
2021 Q4 641M $43.9B +$448M $68.58 1,636
2021 Q3 631M $39.1B -$10.7M $61.97 1,479
2021 Q2 632M $38.2B +$53.8M $60.51 1,494
2021 Q1 631M $39.2B +$667M $62.16 1,475
2020 Q4 621M $38.1B +$434M $61.43 1,484
2020 Q3 615M $33.3B +$26M $54.22 1,355
2020 Q2 613M $31.9B -$798M $51.85 1,361
2020 Q1 628M $34B -$158M $54.14 1,359
2019 Q4 630M $40.1B +$434M $63.70 1,432
2019 Q3 623M $38.4B +$692M $61.77 1,310
2019 Q2 612M $33.8B +$1.11B $55.28 1,263
2019 Q1 596M $30.8B +$491M $51.68 1,259
2018 Q4 587M $25.8B -$69.1M $43.92 1,205
2018 Q3 589M $25.7B +$50M $43.60 1,176
2018 Q2 588M $27.2B +$339M $46.31 1,175
2018 Q1 580M $25.9B +$453M $44.66 1,187
2017 Q4 571M $27.4B +$1.12B $48.09 1,231
2017 Q3 545M $26.8B +$234M $49.14 1,154
2017 Q2 540M $25.9B +$66M $47.88 1,164
2017 Q1 543M $27B +$3.76B $49.78 1,191
2016 Q4 525M $25.8B +$519M $49.19 1,170
2016 Q3 513M $26.3B +$1.62B $51.30 1,131
2016 Q2 482M $25.8B +$1.1B $53.63 1,141
2016 Q1 461M $23.8B +$408M $51.73 1,115
2015 Q4 454M $21.2B -$206M $46.79 1,053
2015 Q3 456M $20.4B -$227M $44.70 995
2015 Q2 462M $19.4B +$433M $41.90 981
2015 Q1 451M $20B -$644M $44.28 1,022
2014 Q4 466M $22.9B +$733M $49.11 1,031
2014 Q3 451M $19.7B +$170M $43.65 916
2014 Q2 447M $20.3B +$607M $45.38 947
2014 Q1 434M $19.1B +$600M $43.94 904