Security record · archived quarter
SO
The Southern Company · Utilities · Regulated Electric
169Tracked holders
-1Δ holders
717.87MShares held
$62.34BReported value
+3New positions
−3Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.80M | $232.64M | n/a | n/a |
| Q2 2026 | 161 | -6 | 705.08M | $66.68B | +3 | −10 |
| Q1 2026 | 171 | +1 | 693.65M | $64.04B | +6 | −6 |
| Q4 2025 | 169 | -1 | 717.87M | $62.34B | +3 | −3 |
| Q3 2025 | 23 | +1 | 534.69M | $50.67B | +1 | −1 |
| Q2 2025 | 20 | 0 | 353.22M | $32.42B | +2 | −2 |
| Q1 2025 | 17 | +1 | 121.96M | $11.21B | +1 | n/a |
| Q4 2024 | 16 | 0 | 119.55M | $9.84B | +1 | −1 |
| Q3 2024 | 15 | +2 | 59.55M | $5.36B | +2 | n/a |
| Q2 2024 | 13 | n/a | 58.57M | $4.54B | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 108.06M | +1.5% | $9.42B | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | BlackRock ✦ (passive) | 88.56M | +2.0% | $7.72B | 0.1% | ▲ Add | 3 | SEC ↗ ×26 |
| 3 | JPMorgan Chase ✦ | 61.77M | -55.8% | $5.39B | 0.4% | ▼ Trim | 2 | SEC ↗ ×24 |
| 4 | State Street Global Advisors ✦ (passive) | 61.49M | +4.0% | $5.36B | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Capital World Investors ✦ | 41.14M | +22.6% | $3.59B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 34.46M | +18.7% | $3.00B | 0.3% | ▲ Add | 7 | SEC ↗ ×3 |
| 7 | Geode Capital Management ✦ (passive) | 27.26M | +1.4% | $2.38B | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Fidelity (FMR) ✦ | 23.01M | -6.1% | $2.01B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 9 | Massachusetts Financial Services Co… | 16.30M | n/a | $1.42B | 0.5% | n/c | 1 | SEC ↗ ×7 |
| 10 | Franklin Resources Inc | 15.34M | n/a | $1.34B | 0.3% | n/c | 1 | SEC ↗ ×11 |
| 11 | Morgan Stanley ✦ | 13.15M | -5.8% | $1.15B | 0.1% | ▼ Trim | 2 | SEC ↗ ×15 |
| 12 | Norges Bank ✦ (passive) | 12.75M | New | $1.11B | 0.1% | New | 1 | SEC ↗ |
| 13 | Capital International Investors | 11.24M | n/a | $980.60M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Northern Trust Corp | 9.82M | n/a | $856.64M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 15 | Ameriprise Financial Inc | 9.47M | n/a | $826.05M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 16 | Legal & General Group Plc | 8.42M | n/a | $734.65M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 17 | Bank Of America Corp /De/ | 7.99M | n/a | $696.59M | 0.1% | n/c | 1 | SEC ↗ ×11 |
| 18 | Royal Bank Of Canada | 7.93M | n/a | $691.68M | 0.1% | n/c | 1 | SEC ↗ ×16 |
| 19 | Bank of New York Mellon Corp | 7.85M | n/a | $650.24M | 0.1% | n/c | 1 | SEC ↗ ×19 |
| 20 | Charles Schwab Investment… | 6.89M | n/a | $600.73M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Soroban Capital Partners LP | 6.09M | n/a | $577.49M | 4.2% | n/c | 1 | SEC ↗ |
| 22 | Invesco Ltd. | 5.36M | n/a | $467.12M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 23 | UBS AM, a distinct business unit of… | 5.12M | n/a | $446.43M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 24 | Goldman Sachs Group ✦ | 5.01M | -15.2% | $437.19M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 25 | Nuveen, LLC | 4.57M | n/a | $398.83M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 26 | UBS Group AG | 4.52M | n/a | $394.24M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 27 | Barclays Plc | 4.39M | n/a | $382.90M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 28 | Pictet Asset Management Holding SA | 4.27M | n/a | $371.94M | 0.4% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 4.01M | n/a | $349.72M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 30 | Wellington Management ✦ | 3.70M | +21.4% | $322.74M | 0.1% | ▲ Add | 7 | SEC ↗ ×6 |
| 31 | Hsbc Holdings Plc | 3.70M | n/a | $322.50M | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 32 | Raymond James Financial Inc | 3.10M | n/a | $269.89M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 33 | LPL Financial LLC | 3.02M | n/a | $262.92M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Swiss National Bank | 3.01M | n/a | $262.86M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | National Pension Service | 2.90M | n/a | $252.91M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | California Public Employees… | 2.87M | n/a | $250.22M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 2.76M | n/a | $241.02M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 38 | Ensign Peak Advisors, Inc | 2.59M | n/a | $225.67M | 0.4% | n/c | 1 | SEC ↗ |
| 39 | Sumitomo Mitsui Trust Group, Inc. | 2.59M | n/a | $225.60M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 2.57M | n/a | $224.30M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 41 | Squarepoint Ops LLC | 2.50M | n/a | $218.31M | 0.4% | n/c | 1 | SEC ↗ |
| 42 | Mitsubishi UFJ Asset Management… | 2.33M | n/a | $203.48M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Envestnet Asset Management Inc | 2.27M | n/a | $198.02M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 1.99M | n/a | $173.10M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 45 | Rhumbline Advisers | 1.94M | n/a | $169.51M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Citigroup Inc | 1.94M | n/a | $168.96M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 47 | Federated Hermes, Inc. | 1.79M | n/a | $155.78M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 48 | Amundi | 1.76M | n/a | $153.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 49 | Jennison Associates Llc | 1.60M | n/a | $139.19M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | HighTower Advisors, LLC | 1.55M | n/a | $134.89M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Renaissance Technologies ✦ | 1.51M | New | $131.97M | 0.2% | New | 1 | SEC ↗ |
| 52 | Principal Financial Group Inc | 1.47M | n/a | $128.11M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 53 | Empower Advisory Group, LLC | 1.46M | n/a | $127.36M | 0.3% | n/c | 1 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 1.43M | n/a | $124.41M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 55 | Focus Partners Wealth | 1.42M | n/a | $123.52M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Manufacturers Life Insurance… | 1.37M | n/a | $119.80M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | California State Teachers… | 1.32M | n/a | $114.81M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1.25M | n/a | $109.37M | 0.1% | n/c | 1 | SEC ↗ ×12 |
| 59 | Alliancebernstein L.P. | 1.08M | n/a | $94.48M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Stifel Financial Corp | 1.07M | n/a | $92.90M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 61 | New York State Common Retirement… | 1.05M | n/a | $91.70M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Prudential Financial Inc | 972.92K | n/a | $84.84M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 63 | State Board Of Administration Of… | 964.86K | n/a | $84.14M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Truist Financial Corp | 938.05K | n/a | $81.80M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 65 | Korea Investment CORP | 922.56K | n/a | $80.45M | 0.2% | n/c | 1 | SEC ↗ |
| 66 | Commonwealth Equity Services, Llc | 888.75K | n/a | $77.50M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Capital Research Global Investors | 825.15K | n/a | $71.95M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | First Trust Advisors Lp | 820.15K | n/a | $71.52M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 69 | Mitsubishi UFJ Trust & Banking Corp | 790.15K | n/a | $68.90M | 0.2% | n/c | 1 | SEC ↗ |
| 70 | Cetera Investment Advisers | 765.13K | n/a | $66.72M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Bank Julius Baer & Co. Ltd, Zurich | 721.57K | n/a | $63.02M | 0.2% | n/c | 1 | SEC ↗ |
| 72 | Marshall Wace ✦ | 720.52K | -64.9% | $62.83M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 73 | 1832 Asset Management L.P. | 705.06K | n/a | $61.48M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Qube Research & Technologies Ltd | 691.66K | n/a | $60.31M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 681.94K | n/a | $59.69M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | Victory Capital Management Inc | 672.80K | n/a | $58.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | Universal- Beteiligungs- und… | 655.81K | n/a | $57.04M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 78 | National Bank Of Canada /Fi/ | 634.12K | n/a | $55.29M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 79 | State Of Wisconsin Investment Board | 3.57M | n/a | $52.92M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 80 | Chevy Chase Trust Holdings, LLC | 562.33K | n/a | $49.04M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 81 | Osaic Holdings, Inc. | 561.26K | n/a | $48.96M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 82 | Asset Management One Co., Ltd. | 517.91K | n/a | $45.33M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 513.00K | n/a | $44.73M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 84 | Corient Private Wealth LP | 598.85K | n/a | $43.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 85 | CIBC Asset Management Inc | 496.35K | n/a | $43.28M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Creative Planning | 481.04K | n/a | $41.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 87 | Susquehanna International Group, Llp | 475.02K | n/a | $41.42M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Mariner, LLC | 436.56K | n/a | $38.07M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 89 | Aberdeen Group plc | 430.80K | n/a | $37.57M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 90 | Us Bancorp \De\ | 419.84K | n/a | $36.61M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 91 | Sei Investments Co | 416.73K | n/a | $36.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 92 | Td Asset Management Inc | 407.48K | n/a | $35.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Nomura Asset Management Co Ltd | 401.77K | n/a | $35.03M | 0.1% | n/c | 1 | SEC ↗ |
| 94 | Citadel Advisors ✦ | 392.06K | -44.3% | $34.19M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 95 | Toronto Dominion Bank | 391.57K | n/a | $34.14M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 96 | Mml Investors Services, Llc | 456.27K | n/a | $33.76M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 97 | Credit Agricole S A | 383.48K | n/a | $33.44M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 98 | Allspring Global Investments… | 366.87K | n/a | $31.98M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 99 | Zurcher Kantonalbank (Zurich… | 340.49K | n/a | $29.69M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Quantinno Capital Management LP | 339.25K | n/a | $29.58M | 0.1% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $1.11B | 0.1% |
| Renaissance Technologies | $131.97M | 0.2% |
Exited
| Two Sigma Investments | $96.42M | was 0.2% |
| Adage Capital Partners | $28.46M | was 0.0% |
| Point72 Asset Management | $530,712 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,332 holders, 745.18M shares, $67.34B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Oct 01
Kim Matthew M.
Officer · 100 sh · $8,273
Sep 03
Kim Matthew M.
Officer · 1.40K sh · $124,418
Sep 03
Sena Peter P III
Officer · 4.27K sh · $377,925
Sep 01
Kim Matthew M.
Officer · 100 sh · $8,845
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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