Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SOUTHERN CO

CIK 0000092122SOSOJCSOJDSOJE· quarter ending 2026-06-30

Shares outstanding

1,150,362,966

as of 2026-06-30 · 10-Q cover page, filed 2026-07-30

Held by 13F filers

45,682,396

selection includes debt or preferreds — no % of shares outstanding

Holders

+11 vs 2026-03-31 · 14 new, 3 exited

Value

$2.0B

shares +2.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-06-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SO · NYSE	1,150,362,966	835,431,655	72.6%	2,370	842587107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
842587107	Stock	2,370	835,431,655	1,150,362,966	72.6%	$80.0B	24 call / 26 put	13DG	holders →
842587842	UNIT 12/15/2028not common	52	43,262,060 $2.4M principal	—	—	$2.0B	—	NPORT	holders →
842587ED5	NOTE 3.250% 6/1not common	65	18,824,000 $1.5B principal	—	—	$1.5B	—	NPORT	holders →
842587DZ7	NOTE 4.500% 6/1not common	73	41,904,607 $708.0M principal	—	—	$811.7M	—	NPORT	holders →
842587800	COMnot common	3	19,111	—	—	$358K	—	NPORT	holders →
842587883	PFDnot common	2	11,100	—	—	$188K	—	NPORT	holders →
842587DE4	Corporate Bondsnot common	1	40,000	—	—	$39K	—	NPORT	holders →
842587CW5	Corporate Bondsnot common	1	25,000	—	—	$24K	—	NPORT	holders →
842587404	Common Stocknot common	1	925	—	—	$19K	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 31 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (52 of 52 · 842587842)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	Capital World Investors	8,137,287	—	$404.7M	-3,505,285 (-30.1%)
2	FRANKLIN RESOURCES INC	7,016,358	—	$349.0M	+267,539 (+4.0%)
3	Russell Investments Group, Ltd.	5,521,000	—	$5.5M	+1,681,000 (+43.8%)
4	VOYA INVESTMENT MANAGEMENT LLC	4,733,395	—	$235.4M	-116,605 (-2.4%)
5	BlackRock, Inc.	2,461,903	—	$122.5M	-289,064 (-10.5%)
6	Calamos Advisors LLC	2,115,625	—	$105.2M	+34,300 (+1.6%)
7	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2,067,307	—	$103.4M	+114,300 (+5.9%)
8	PRICE T ROWE ASSOCIATES INC /MD/	1,961,470	—	$97.6M	+854 (+0.0%)
9	AMERIPRISE FINANCIAL INC	1,294,891	—	$64.4M	+125,055 (+10.7%)
10	Portman Square Capital LLP	1,236,000	—	$61.8M	-100,000 (-7.5%)
11	ADVENT CAPITAL MANAGEMENT /DE/	1,215,477	—	$60.8M	+94,102 (+8.4%)
12	CAMDEN ASSET MANAGEMENT L P /CA	1,152,900	—	$57.5M	+605,000 (+110.4%)
13	VAN ECK ASSOCIATES CORP	1,000,670	—	$49.8M	-77,343 (-7.2%)
14	Nuveen, LLC	909,382	—	$45.2M	+262,499 (+40.6%)
15	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	724,500	—	$36.0M	NEW
16	TWO SIGMA INVESTMENTS, LP	667,275	—	$33.2M	NEW
17	STATE STREET CORP	606,804	—	$30.4M	+80,804 (+15.4%)
18	VICTORY CAPITAL MANAGEMENT INC	503,000	—	$25.0M	+3,000 (+0.6%)
19	FMR LLC	430,259	—	$21.5M	-4,600 (-1.1%)
20	Thrivent Financial for Lutherans	301,340	—	$15.0M	+8,280 (+2.8%)
21	WOLVERINE ASSET MANAGEMENT LLC	187,052	—	$9.3M	NEW
22	SSI INVESTMENT MANAGEMENT LLC	182,480	—	$9.1M	+11,770 (+6.9%)
23	LAZARD ASSET MANAGEMENT LLC	156,897	—	$2K	—
24	Sculptor Capital LP	145,678	—	$7.3M	NEW
25	BANK OF AMERICA CORP /DE/	143,310	—	$7.1M	+108,340 (+309.8%)
26	Capital International, Inc./CA/	107,867	—	$5.4M	-96,236 (-47.2%)
27	D. E. Shaw & Co., Inc.	100,000	—	$5.0M	NEW
28	GABELLI FUNDS LLC	79,300	—	$3.9M	—
29	BlueCrest Capital Management Ltd	66,407	—	$3.3M	NEW
30	JANE STREET GROUP, LLC	65,945	—	$3.3M	+14,089 (+27.2%)
31	FEDERATED HERMES, INC.	60,000	—	$3.0M	—
32	CITIGROUP INC	58,050	—	$2.9M	-30,000 (-34.1%)
33	MORGAN STANLEY	53,392	—	$2.7M	+3,392 (+6.8%)
34	Invesco Ltd.	50,000	—	$2.5M	—
35	Elequin Capital, LP	37,571	—	$1.9M	NEW
36	HRT FINANCIAL LP	21,910	—	$1.1M	NEW
37	GOLDMAN SACHS GROUP INC	19,189	—	$954K	+16 (+0.1%)
38	UBS Group AG	14,729	—	$733K	-5,479 (-27.1%)
39	AEGON USA Investment Management, LLC	14,530	—	$728K	—
40	Cambridge Investment Research Advisors, Inc.	11,040	—	$550K	+6,140 (+125.3%)
41	RED CEDAR INVESTMENT MANAGEMENT, LLC	10,837	—	$541K	NEW
42	GAMCO INVESTORS, INC. ET AL	8,000	—	$398K	—
43	Central Pacific Bank - Trust Division	7,160	—	$356K	—
44	Financiere des Professionnels - Fonds d'investissement inc.	6,050	—	$301K	—
45	WELLS FARGO & COMPANY/MN	4,883	—	$243K	+1,883 (+62.8%)
46	MILLENNIUM MANAGEMENT LLC	4,630	—	$231K	NEW
47	RAYMOND JAMES FINANCIAL INC	4,048	—	$201K	NEW
48	WHITTIER TRUST CO	3,800	—	$190K	—
49	ROYAL BANK OF CANADA	629	—	$31K	NEW
50	Tower Research Capital LLC (TRC)	75	—	$4K	NEW
51	Global Retirement Partners, LLC	53	—	$3K	NEW
52	US BANCORP \DE\	41	—	$2K	—

Exited since 2026-03-31 (3 filers; largest 3 shown)

JPMORGAN CHASE & CO	−97,497
SEI INVESTMENTS CO	−4,689
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−3,898

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Capital World Investors	SCHEDULE 13G	2026-05-14	2026-03-31	63,022,016	5.6%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	83,145,596	7.42%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
JPMORGAN CHASE & CO.	SCHEDULE 13G/A	2026-03-05	2026-02-27	41,304,187	3.7%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.