Southern Company (The)

Historical 13F Holders

Symbol
SO
CUSIP
842587107
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 842587107 since 12/18/2024, largest first.

Filer % of Class Filed
Vanguard Capital Management LLC 13G 7.4% 4/30/2026
Event 3/31/2026
Capital World Investors 13G 5.6% 5/14/2026
Event 3/31/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (2)
JPMorgan Chase & Co 13G/A 3.7% 3/5/2026
Event 2/27/2026
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 986 35.3 M $2.93 B
2026 Q2 2,450 965 M $81.3 B
2026 Q1 2,446 790 M $76.2 B
2025 Q4 2,354 800 M $69.8 B
2025 Q3 2,312 872 M $81.2 B
2025 Q2 2,279 786 M $71.8 B
2025 Q1 2,295 752 M $69.1 B
2024 Q4 2,205 749 M $62.5 B
2024 Q3 2,094 819 M $73.2 B
2024 Q2 1,966 784 M $61.6 B
2024 Q1 1,903 764 M $54.8 B
2023 Q4 1,919 737 M $51.7 B
2023 Q3 1,793 694 M $45.1 B
2023 Q2 1,801 695 M $48.8 B
2023 Q1 1,790 703 M $48.9 B
2022 Q4 1,810 754 M $54.8 B
2022 Q3 1,738 678 M $46.1 B
2022 Q2 1,752 662 M $47.2 B
2022 Q1 1,769 655 M $47.4 B
2021 Q4 1,725 644 M $44.1 B
2021 Q3 1,562 632 M $39.1 B
2021 Q2 1,571 633 M $38.3 B
2021 Q1 1,558 632 M $39.3 B
2020 Q4 1,562 624 M $38.3 B
2020 Q3 1,425 616 M $33.4 B
2020 Q2 1,440 615 M $32.0 B
2020 Q1 1,433 636 M $34.4 B
2019 Q4 1,523 649 M $41.3 B
2019 Q3 1,390 630 M $38.9 B
2019 Q2 1,354 618 M $34.2 B
2019 Q1 1,332 599 M $30.9 B
2018 Q4 1,277 611 M $26.8 B
2018 Q3 1,249 609 M $26.6 B
2018 Q2 1,240 593 M $27.4 B
2018 Q1 1,255 583 M $26.1 B
2017 Q4 1,293 573 M $27.5 B
2017 Q3 1,223 547 M $26.8 B
2017 Q2 1,225 540 M $25.9 B
2017 Q1 1,259 549 M $27.3 B
2016 Q4 1,237 531 M $26.1 B
2016 Q3 1,190 513 M $26.3 B
2016 Q2 1,204 486 M $26.4 B
2016 Q1 1,177 473 M $23.8 B
2015 Q4 1,122 461 M $22.0 B
2015 Q3 1,056 459 M $20.7 B
2015 Q2 1,039 464 M $19.4 B
2015 Q1 1,081 452 M $20.1 B
2014 Q4 1,109 473 M $23.5 B
2014 Q3 992 453 M $19.8 B
2014 Q2 1,011 466 M $21.2 B
2014 Q1 968 435 M $19.2 B