SOUTHERN CO - Common Stock (SO)

CUSIP: 842587107

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / Common Stock
Shares outstanding
1,125,393,143
Total 13F shares
693,778,408
Share change
-7,264,936
Total reported value
$48,724,212,932
Put/Call ratio
48%
Price per share
$70.25
Number of holders
1,716
Value change
-$510,592,103
Number of buys
777
Number of sells
718

Quarterly Holders Quick Answers

What is CUSIP 842587107?
CUSIP 842587107 identifies SO - SOUTHERN CO - Common Stock in SEC institutional holdings data.

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Top shareholders of SO - SOUTHERN CO - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
VANGUARD GROUP INC
13F
Company
8.8%
98,973,933
$6,886,606,259 31 Mar 2023
13F
BlackRock Finance, Inc.
13F
Company
7%
78,993,895
$5,496,395,182 31 Mar 2023
13F
STATE STREET CORP
13F
Company
5.6%
63,329,188
$4,406,441,778 31 Mar 2023
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
5.5%
61,472,651
$4,277,269,000 31 Mar 2023
13F
FMR LLC
13F
Company
3.1%
34,719,486
$2,415,781,792 31 Mar 2023
13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
2.4%
27,376,517
$1,904,858,053 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.7%
19,363,593
$1,343,912,203 31 Mar 2023
13F
FRANKLIN RESOURCES INC
13F
Company
1.4%
15,428,181
$1,073,492,834 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
1%
11,266,703
$783,937,196 31 Mar 2023
13F
Capital Research Global Investors
13F
Company
0.98%
11,026,622
$767,232,359 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
0.83%
9,396,347
$653,797,966 31 Mar 2023
13F
Legal & General Group Plc
13F
Company
0.8%
9,014,013
$627,194,793 31 Mar 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.78%
8,796,348
$612,049,911 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
0.78%
8,748,398
$608,713,543 31 Mar 2023
13F
NORGES BANK
13F
Company
0.73%
8,178,260
$569,043,331 31 Mar 2023
13F
FEDERATED HERMES, INC.
13F
Company
0.68%
7,613,826
$529,769,997 31 Mar 2023
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
0.61%
6,857,479
$477,143,389 31 Mar 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
0.58%
6,572,373
$457,305,713 31 Mar 2023
13F
Invesco Ltd.
13F
Company
0.58%
6,562,530
$456,620,857 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.52%
5,873,601
$408,685,135 31 Mar 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.5%
5,617,965
$390,896,460 31 Mar 2023
13F
Mitsubishi UFJ Trust & Banking Corp
13F
Company
0.49%
5,564,201
$387,157,106 31 Mar 2023
13F
PICTET ASSET MANAGEMENT SA
13F
Company
0.45%
5,036,681
$350,452,264 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.42%
4,733,868
$329,382,000 31 Mar 2023
13F
Swiss National Bank
13F
Company
0.38%
4,320,500
$300,620,390 31 Mar 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.38%
4,247,474
$295,539,390 31 Mar 2023
13F
JPMORGAN CHASE & CO
13F
Company
0.37%
4,197,329
$292,050,065 31 Mar 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.36%
4,084,712
$284,214,310 31 Mar 2023
13F
Ensign Peak Advisors, Inc
13F
Company
0.34%
3,848,230
$267,759,843 31 Mar 2023
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.34%
3,825,168
$266,155,189 31 Mar 2023
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
0.29%
3,256,472
$226,585,322 31 Mar 2023
13F
ClearBridge Investments Ltd
13F
Company
0.27%
2,994,910
$208,385,838 31 Mar 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
0.26%
2,947,842
$205,110,841 31 Mar 2023
13F
ROYAL BANK OF CANADA
13F
Company
0.24%
2,741,871
$190,779,000 31 Mar 2023
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.2%
2,236,546
$155,618,829 31 Mar 2023
13F
RHUMBLINE ADVISERS
13F
Company
0.19%
2,115,326
$147,184,000 31 Mar 2023
13F
JENNISON ASSOCIATES LLC
13F
Company
0.18%
2,064,731
$143,663,983 31 Mar 2023
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.17%
1,951,890
$135,812,478 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.17%
1,949,310
$135,626,616 31 Mar 2023
13F
BANK OF MONTREAL /CAN/
13F
Company
0.17%
1,933,065
$134,560,645 31 Mar 2023
13F
CANADA PENSION PLAN INVESTMENT BOARD
13F
Company
0.17%
1,921,557
$133,701,936 31 Mar 2023
13F
CONFLUENCE INVESTMENT MANAGEMENT LLC
13F
Company
0.17%
1,883,081
$131,024,802 31 Mar 2023
13F
LPL Financial LLC
13F
Company
0.17%
1,871,676
$130,231,179 31 Mar 2023
13F
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
13F
Company
0.16%
1,847,278
$128,533,603 31 Mar 2023
13F
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
Company
0.16%
1,837,464
$127,850,745 31 Mar 2023
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.16%
1,835,788
$127,734,129 31 Mar 2023
13F
Amundi
13F
Individual
0.16%
1,762,215
$125,998,375 31 Mar 2023
13F
Zimmer Partners, LP
13F
Company
0.16%
1,804,023
$125,523,920 31 Mar 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.16%
1,772,294
$123,316,217 31 Mar 2023
13F
National Pension Service
13F
Company
0.16%
1,780,378
$122,952,905 31 Mar 2023
13F

Institutional Holders of SOUTHERN CO - Common Stock (SO) as of Q2 2023

As of 30 Jun 2023, SOUTHERN CO - Common Stock (SO) was held by 1,716 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 693,778,408 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock Inc., STATE STREET CORP, PRICE T ROWE ASSOCIATES INC /MD/, FMR LLC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, GEODE CAPITAL MANAGEMENT, LLC, FRANKLIN RESOURCES INC, Capital Research Global Investors, and NORTHERN TRUST CORP. This page lists 1,719 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
1,691
Q2 2023 holders
1,716
Holder diff
25
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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