Comparable stake leader
VANGUARD CAPITAL MANAGEMENT LLC
SEC ownership of SOUTHERN CO
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000092122.
Disclosed value leader
VANGUARD CAPITAL MANAGEMENT LLC
Comparable rows
50/50
Latest evidence
24 May 2026
- Public ticker
- SO, SOJC, SOJD, SOJE, SOJF, SOMN on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
VANGUARD CAPITAL MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
24 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000092122
- Issuer location
- Atlanta, GA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SOUTHERN CO (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.
Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
VANGUARD CAPITAL MANAGEME...
Comparable rows
50/50
Latest evidence
24 May 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.4%
13D/G row: VANGUARD CAPITAL MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Quick read
VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 7.4%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
VANGUARD CAPITAL MANAGEMENT LLC
7.4%
Capital World Investors
5.6%
JPMORGAN CHASE & CO
3.7%
Christopher C. Womack
0.02%
PRICE T ROWE ASSOCIATES INC /MD/
3.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
7.4%
|
$8,025,212,926
83,145,596 shares
|
$0 | 31 Mar 2026 |
| Capital World Investors |
13D/G
13F
Company
|
5.6%
|
$6,101,791,589
63,022,016 shares
|
$0 | 31 Mar 2026 |
| JPMORGAN CHASE & CO |
13F
13D/G
Company
|
3.7%
from 13D/G
|
$4,205,739,670
43,435,247 shares
mixed-class rows
|
— | 31 Mar 2026 |
| Christopher C. Womack |
3/4/5
Chairman, President & CEO
|
0.02%
|
$21,471,735
216,053 shares
mixed-class rows
|
— | 24 May 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
Company
|
3.2%
|
$3,515,793,000
36,425,526 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.5%
|
$2,751,206,618
28,355,049 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
2.3%
|
$2,522,729,438
26,136,857 shares
|
— | 31 Mar 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
1.4%
|
$1,504,329,753
15,595,800 shares
|
— | 31 Mar 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$5,599,027.
Buys
$0
Insiders: 0
Sells
$5,599,027
Insiders: 6
Net
-$5,599,027
Shares: -58,178
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 58,178
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 300 | $0 | $28,350 | -$28,350 |
| 3-6 | 0 | 49,292 | $0 | $4,762,220 | -$4,762,220 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 8,586 | $0 | $808,457 | -$808,457 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 38 reporting-owner rows connected to SOUTHERN CO. Open a relationship link for the CIK-to-CIK filing trail.
Rows
38
Largest Forms 3/4/5 holder
Thomas A. Fanning
Net 12M change
-$5,599,027
Latest report
01 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Thomas A. Fanning | Director | $64,957,925 | Mixed | 09 Jun 2023 | ||
| Christopher C. Womack | Chairman, President & CEO | $21,471,735 | Mixed | 24 May 2026 | ||
| James Y. Kerr II | Chairman, President & CEO, GAS | $20,152,699 | Mixed | 11 Feb 2026 | ||
| Donald M. James | Director | $17,553,435 | Mixed | 01 Apr 2026 | ||
| Stan W. Connally | Evp & Coo | $17,177,423 | -$1,214,125 | -6.6% | Mixed | 18 Mar 2026 |
| Anthony L. Wilson | Chairman, President & CEO, MPC | $17,169,949 | Mixed | 13 Feb 2025 | ||
| Mark A. Crosswhite | Chairman, President & CEO, APC | $15,277,259 | Mixed | 13 Feb 2022 | ||
| William G. Smith Jr. | Director | $14,901,439 | Mixed | 01 Jul 2026 | ||
| Henry A. Clark III | Director | $11,171,113 | Mixed | 01 Apr 2025 | ||
| Kimberly S. Greene | Chairman, President & CEO, GPC | $10,015,205 | -$2,416,750 | -19% | Filing P/S | 30 Mar 2026 |
| Juanita P. Baranco | Director | $9,740,978 | Mixed | 01 Apr 2022 | ||
| Martin Bernard Davis | Evp & Cio | $9,148,285 | Filing P/S | 03 Mar 2025 | ||
| Stephen E. Kuczynski | CEO, Southern Nuclear | $8,942,091 | Mixed | 11 Mar 2024 | ||
| John D. Johns | Director | $8,121,535 | Mixed | 01 Jul 2026 | ||
| David J. Grain | Director | $7,355,818 | Mixed | 01 Jul 2026 | ||
| Daniel S. Tucker | Evp & Cfo | $6,905,116 | Mixed | 13 Feb 2025 | ||
| Bryan D. Anderson | Evp | $6,122,964 | -$582,309 | -8.7% | Mixed | 11 Feb 2026 |
| J. Jeffrey Peoples | Chairman, President & CEO, APC | $5,139,661 | Mixed | 11 Feb 2026 | ||
| Dale E. Klein | Director | $4,923,346 | Mixed | 01 Apr 2026 | ||
| Shantella E. Cooper | Director | $4,499,872 | Mixed | 01 Jul 2026 |
Recent insider transactions for SOUTHERN CO
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Matthew M. Kim | SO | Southern Company Common Stock | Sale | -1.5% | $9,577 | $95.77 | -100 | 6,588 | 01 Jul 2026 | Direct |
| Anthony F. Earley Jr. | SO | Phantom Stock Units | Award | 36.6% | 230 | 859 | 01 Jul 2026 | Direct | ||
| Anthony F. Earley Jr. | SO | Deferred Stock Units Holding | Award | 1.52% | 473 | 31,592 | 01 Jul 2026 | Direct | ||
| Shantella E. Cooper | SO | Deferred Stock Units Holding | Award | 1.47% | 473 | 32,606 | 01 Jul 2026 | Direct | ||
| William G. Smith Jr. | SO | Deferred Stock Units Holding | Award | 0.53% | 867 | 163,013 | 01 Jul 2026 | Direct | ||
| David E. Meador | SO | Deferred Stock Units Holding | Award | 9.27% | 802 | 9,452 | 01 Jul 2026 | Direct | ||
| David J. Grain | SO | Deferred Stock Units Holding | Award | 0.99% | 854 | 86,881 | 01 Jul 2026 | Direct | ||
| John M. Turner Jr. | SO | Deferred Stock Units Holding | Award | 30.6% | 802 | 3,417 | 01 Jul 2026 | Direct | ||
| Lizanne Thomas | SO | Deferred Stock Units Holding | Award | 6.49% | 473 | 7,758 | 01 Jul 2026 | Direct | ||
| Kristine L. Svinicki | SO | Deferred Stock Units Holding | Award | 4.25% | 473 | 11,597 | 01 Jul 2026 | Direct | ||
| John D. Johns | SO | Deferred Stock Units Holding | Award | 0.54% | 473 | 88,551 | 01 Jul 2026 | Direct | ||
| Janaki Akella | SO | Deferred Stock Units Holding | Award | 2.28% | 473 | 21,179 | 01 Jul 2026 | Direct | ||
| James O Etheredge | SO | Deferred Stock Units Holding | Award | 19.6% | 473 | 2,883 | 01 Jul 2026 | Direct | ||
| Peter P. Sena III | SO | Southern Company Common Stock | Tax liability | -1% | -316 | 31,201 | 28 Jun 2026 | Direct | ||
| Peter P. Sena III | SO | Southern Company Common Stock | Options Exercise | 2.31% | 712 | 31,517 | 28 Jun 2026 | Direct | ||
| Peter P. Sena III | SO | Performance Restricted Stock Units | Options Exercise | -50% | -667 | 667 | 28 Jun 2026 | Direct | ||
| Matthew M. Kim | SO | Southern Company Common Stock | Sale | -1.47% | $9,116 | $91.16 | -100 | 6,688 | 01 Jun 2026 | Direct |
| Christopher C. Womack | SO | Southern Company Common Stock | Tax liability | -1.57% | -3,414 | 213,449 | 24 May 2026 | Direct | ||
| Christopher C. Womack | SO | Southern Company Common Stock | Options Exercise | 3.66% | 7,662 | 216,863 | 24 May 2026 | Direct | ||
| Christopher C. Womack | SO | Performance Restricted Stock Units | Options Exercise | -100% | -6,898 | 0 | 24 May 2026 | Direct | ||
| Matthew M. Kim | SO | Southern Company Common Stock | Sale | -1.45% | $9,657 | $96.57 | -100 | 6,788 | 01 May 2026 | Direct |
| Matthew M. Kim | SO | Southern Company Common Stock | Tax liability | -1.18% | -82 | 6,888 | 01 Apr 2026 | Direct | ||
| Matthew M. Kim | SO | Southern Company Common Stock | Options Exercise | 1.19% | 82 | 6,970 | 01 Apr 2026 | Direct | ||
| Matthew M. Kim | SO | Performance Restricted Stock Units | Options Exercise | -4.13% | -42 | 975 | 01 Apr 2026 | Direct | ||
| Matthew M. Kim | SO | Southern Co Restricted Stock Units | Options Exercise | -10.6% | -36 | 305 | 01 Apr 2026 | Direct | ||
| John D. Johns | SO | Deferred Stock Units Holding | Award | 0.53% | 464 | 87,350 | 01 Apr 2026 | Direct | ||
| David J. Grain | SO | Deferred Stock Units Holding | Award | 0.99% | 838 | 85,317 | 01 Apr 2026 | Direct | ||
| John M. Turner Jr. | SO | Deferred Stock Units Holding | Award | 43.5% | 787 | 2,593 | 01 Apr 2026 | Direct | ||
| William G. Smith Jr. | SO | Deferred Stock Units Holding | Award | 0.53% | 851 | 160,806 | 01 Apr 2026 | Direct | ||
| David E. Meador | SO | Deferred Stock Units Holding | Award | 9.26% | 787 | 9,280 | 01 Apr 2026 | Direct | ||
| Kristine L. Svinicki | SO | Deferred Stock Units Holding | Award | 4.39% | 464 | 11,032 | 01 Apr 2026 | Direct | ||
| Lizanne Thomas | SO | Deferred Stock Units Holding | Award | 6.87% | 464 | 7,224 | 01 Apr 2026 | Direct | ||
| Dale E. Klein | SO | Deferred Stock Units Holding | Award | 0.82% | 464 | 57,353 | 01 Apr 2026 | Direct | ||
| Donald M. James | SO | Deferred Stock Units Holding | Award | 0.23% | 464 | 203,293 | 01 Apr 2026 | Direct | ||
| James O Etheredge | SO | Deferred Stock Units Holding | Award | 24.1% | 464 | 2,390 | 01 Apr 2026 | Direct | ||
| Anthony F. Earley Jr. | SO | Phantom Stock Units | Award | 90% | 298 | 629 | 01 Apr 2026 | Direct | ||
| Anthony F. Earley Jr. | SO | Deferred Stock Units Holding | Award | 1.53% | 464 | 30,857 | 01 Apr 2026 | Direct | ||
| Shantella E. Cooper | SO | Deferred Stock Units Holding | Award | 1.48% | 464 | 31,868 | 01 Apr 2026 | Direct | ||
| Janaki Akella | SO | Deferred Stock Units Holding | Award | 2.31% | 464 | 20,535 | 01 Apr 2026 | Direct | ||
| Kimberly S. Greene | SO | Southern Company Common Stock | Sale | -19.4% | $2,416,750 | $96.67 | -25,000 | 103,602 | 30 Mar 2026 | Direct |
| Christopher Cummiskey | SO | Southern Company Common Stock | Sale | -17.8% | $643,892 | $96.55 | -6,669 | 30,800 | 19 Mar 2026 | Direct |
| Stan W. Connally | SO | Southern Company Common Stock | Sale | -7.18% | $1,214,125 | $97.13 | -12,500 | 161,481 | 18 Mar 2026 | Direct |
| Sloane N. Drake | SO | Southern Company Common Stock | Tax liability | -1.6% | -633 | 38,932 | 08 Mar 2026 | Direct | ||
| Sloane N. Drake | SO | Southern Company Common Stock | Options Exercise | 3.72% | 1,420 | 39,565 | 08 Mar 2026 | Direct | ||
| Sloane N. Drake | SO | Performance Restricted Stock Units Holding | Options Exercise | -100% | -1,275 | 0 | 08 Mar 2026 | Direct | ||
| Sterling A. Spainhour Jr. | SO | Southern Company Common Stock | Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities | -90% | -6,330 | 704 | 06 Mar 2026 | 401(k) | ||
| Anthony F. Earley Jr. | SO | Southern Company Common Stock Holding | Gift | -61.8% | -15,000 | 9,261 | 26 Feb 2026 | Direct | ||
| Matthew M. Kim | SO | Southern Company Common Stock | Sale | -42.6% | $487,453 | $95.15 | -5,123 | 6,888 | 24 Feb 2026 | Direct |
| Christopher C. Womack | SO | Southern Company Common Stock | Options Exercise | 10% | 13,751 | 150,902 | 16 Feb 2026 | Direct | ||
| Christopher C. Womack | SO | Southern Company Common Stock | Tax liability | -38.7% | -86,746 | 137,151 | 16 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.