SOUTHERN CO - UNIT 12/15/2028 (SOMN)

CUSIP: 842587842

Q1 2026 13F Holders as of 31 Mar 2026

Security identity 1 fact
Security type / class
Equity / UNIT 12/15/2028
Holder snapshot 8 facts
Total 13F shares
40,623,167
Share change
+3,658,940
Total reported value
$2,090,432,718
Reported price per share
$51.40
Number of holders
39
Value change
+$190,137,614
Number of buys
22
Number of sells
21

Security key

842587842

Report period

Q1 2026

Institutions

39

Top holders

10

SOMN full security history Ownership snapshot Full 13F holder table Previous quarter: Q4 2025 SOUTHERN CO SEC filings SOUTHERN CO company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of SOMN - SOUTHERN CO - UNIT 12/15/2028 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
VANGUARD CAPITAL MANAGEME...
13D/G signal
VANGUARD CAPITAL MANAGEME...
Evidence rows
15
Latest as of
31 Mar 2026
13D/G 13F Lead comparable stake: 7.4% 13D/G row: VANGUARD CAPITAL MANAGEMENT LLC Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD CAPITAL MANAGEMENT LLC
13D/G
Vanguard Capital Management
13D/G
7.4%
$8,025,212,926
83,145,596 shares
 $0 31 Mar 2026
Capital World Investors
13D/G 13F
Company
13D/G 13F
5.6%
$6,101,791,589
63,022,016 shares
 $0 31 Mar 2026
JPMORGAN CHASE & CO
13F 13D/G
Company
13F 13D/G
3.7%
from 13D/G
$5,388,810,527
61,818,666 shares
mixed-class rows
 — 31 Dec 2025
VANGUARD GROUP INC
13F
Company
13F
9.6%
$9,422,606,414
108,057,413 shares
 — 31 Dec 2025
BlackRock, Inc.
13F
Company
13F
7.9%
$7,722,759,734
88,563,758 shares
 — 31 Dec 2025
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
3.1%
$3,004,866,000
34,459,462 shares
 — 31 Dec 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
39
Shares
40,623,167
Rows available
39
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
40
Q1 2026 holders
39
Holder diff
-1
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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