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: 1,103,648,968
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 785,841,399
Holdings value: $74,457,552,274
% of all portfolios: 0.06%
Number of holders: 2,190
Number of buys: 1,069
Number of sells: -823
Average buys %: +0%
Average sells %: -0.01%

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%	$6,283,581,252	+$1,150,790,052	68,426,236	+22%	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	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	785,841,399	$74,457,552,274	+$1,463,495,690	$204,765,718	$434,460,042	$94.77	2,190
2025 Q2	770,908,811	$70,764,135,196	+$3,006,106,343	$195,921,620	$532,818,014	$91.83	2,162
2025 Q1	739,769,381	$68,002,407,870	-$421,463,443	$236,992,070	$442,367,884	$91.95	2,184
2024 Q4	746,489,816	$61,447,714,668	+$240,634,522	$239,178,003	$323,446,095	$82.32	2,103
2024 Q3	740,893,215	$66,801,381,715	+$645,839,072	$309,058,855	$454,776,495	$90.18	1,993
2024 Q2	732,254,642	$56,804,227,582	+$1,744,302,640	$208,427,720	$331,456,044	$77.57	1,875
2024 Q1	711,002,173	$51,001,137,668	+$704,821,018	$153,952,281	$358,542,168	$71.74	1,814
2023 Q4	700,774,229	$49,147,519,498	+$439,604,173	$197,816,144	$178,075,252	$70.12	1,831
2023 Q3	692,843,381	$44,858,644,754	-$171,429,975	$165,614,921	$175,279,146	$64.72	1,700
2023 Q2	693,778,408	$48,724,212,932	-$510,592,103	$139,771,585	$289,069,630	$70.25	1,716
2023 Q1	700,923,091	$48,766,363,367	+$987,998,749	$182,754,550	$274,986,194	$69.58	1,691
2022 Q4	687,700,184	$49,108,441,378	+$707,880,604	$133,559,792	$219,908,938	$71.41	1,720
2022 Q3	677,334,644	$46,071,566,485	+$1,208,338,057	$161,408,600	$233,439,000	$68	1,645
2022 Q2	661,083,348	$47,133,763,192	+$707,092,384	$166,028,548	$208,542,472	$71.31	1,665
2022 Q1	652,659,769	$47,299,328,314	+$886,065,865	$203,782,053	$258,862,705	$72.51	1,686
2021 Q4	640,600,239	$43,893,333,424	+$448,319,208	$227,611,352	$238,561,390	$68.58	1,636
2021 Q3	631,212,643	$39,089,482,192	-$10,730,874	$210,139,000	$178,910,239	$61.97	1,479
2021 Q2	632,427,566	$38,244,587,555	+$53,841,560	$165,350,974	$220,145,371	$60.51	1,494
2021 Q1	631,291,622	$39,209,778,863	+$666,759,944	$137,774,512	$261,130,624	$62.16	1,475
2020 Q4	621,137,426	$38,107,815,012	+$433,623,331	$139,191,773	$204,791,595	$61.43	1,484
2020 Q3	614,502,567	$33,296,636,903	+$26,006,352	$162,765,062	$302,140,000	$54.22	1,355
2020 Q2	612,617,070	$31,853,484,423	-$798,443,557	$113,707,520	$215,406,070	$51.85	1,361
2020 Q1	627,728,182	$33,993,656,048	-$157,734,220	$119,921,000	$197,436,000	$54.14	1,359
2019 Q4	630,480,357	$40,121,238,208	+$434,325,917	$179,553,000	$164,326,000	$63.7	1,432
2019 Q3	622,722,248	$38,448,206,920	+$691,584,295	$164,189,000	$414,082,000	$61.77	1,310
2019 Q2	612,254,931	$33,829,050,273	+$1,106,894,516	$138,375,000	$236,982,000	$55.28	1,263
2019 Q1	596,175,819	$30,801,416,242	+$490,681,179	$110,482,000	$293,987,000	$51.68	1,259
2018 Q4	587,441,988	$25,800,036,866	-$69,143,891	$83,850,000	$191,423,000	$43.92	1,205
2018 Q3	588,538,928	$25,654,007,998	+$49,992,177	$179,517,000	$251,907,000	$43.6	1,176
2018 Q2	587,883,871	$27,218,922,935	+$338,511,704	$97,574,000	$219,658,000	$46.31	1,175
2018 Q1	579,930,643	$25,893,424,933	+$453,111,797	$145,815,572	$210,393,928	$44.66	1,187
2017 Q4	570,621,017	$27,419,827,789	+$1,119,566,790	$126,469,277	$189,915,997	$48.09	1,231
2017 Q3	544,547,785	$26,758,609,661	+$234,370,838	$126,510,000	$296,483,000	$49.14	1,154
2017 Q2	540,207,777	$25,874,904,103	+$65,977,095	$99,734,000	$225,263,000	$47.88	1,164
2017 Q1	542,784,247	$27,019,477,712	+$3,762,150,637	$97,249,000	$226,108,172	$49.78	1,191
2016 Q4	525,362,854	$25,829,369,555	+$518,856,637	$115,935,000	$195,590,801	$49.19	1,170
2016 Q3	513,322,433	$26,310,076,249	+$1,615,459,811	$138,972,000	$222,476,000	$51.3	1,131
2016 Q2	481,753,745	$25,816,084,868	+$1,099,691,690	$121,517,000	$451,198,000	$53.63	1,141
2016 Q1	461,287,835	$23,829,495,299	+$408,226,697	$56,538,000	$156,948,000	$51.73	1,115
2015 Q4	453,936,612	$21,241,114,816	-$206,380,457	$94,677,000	$201,048,000	$46.79	1,053
2015 Q3	455,549,982	$20,359,048,067	-$226,981,932	$125,118,000	$164,857,000	$44.7	995
2015 Q2	461,882,039	$19,354,028,369	+$433,182,113	$169,108,000	$197,140,000	$41.9	981
2015 Q1	451,410,443	$20,008,439,482	-$643,954,969	$100,432,000	$148,007,000	$44.28	1,022
2014 Q4	465,963,162	$22,895,239,785	+$733,252,060	$265,090,000	$322,819,000	$49.11	1,031
2014 Q3	450,759,191	$19,675,041,685	+$169,816,522	$110,641,000	$208,880,000	$43.65	916
2014 Q2	446,902,805	$20,278,567,860	+$606,672,170	$126,722,000	$497,040,000	$45.38	947
2014 Q1	434,422,742	$19,089,572,104	+$599,762,808	$103,080,424	$183,800,000	$43.94	904