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
Held by 13F filers
40,000
selection includes debt or preferreds — no % of shares outstanding
Holders
1
+1 vs 2026-03-31 · 1 new, 0 exited
Value
$39K
shares +— vs prior quarter

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

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockSO · NYSE1,150,362,966835,431,65572.6%2,370842587107

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
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
842587107Stock2,370835,431,6551,150,362,96672.6%$80.0B24 call / 26 put13DGholders →
842587842UNIT 12/15/2028not common5243,262,060
$2.4M principal
——$2.0B—NPORTholders →
842587ED5NOTE 3.250% 6/1not common6518,824,000
$1.5B principal
——$1.5B—NPORTholders →
842587DZ7NOTE 4.500% 6/1not common7341,904,607
$708.0M principal
——$811.7M—NPORTholders →
842587800COMnot common319,111——$358K—NPORTholders →
842587883PFDnot common211,100——$188K—NPORTholders →
842587DE4Corporate Bondsnot common140,000——$39K—NPORTholders →
842587CW5Corporate Bondsnot common125,000——$24K—NPORTholders →
842587404Common Stocknot common1925——$19K—NPORTholders →

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 (1 of 1 · 842587DE4)

change vs 2026-03-31
#FilerShares / principal% of classValueChange
1Park Place Capital Corp40,000—$39KNEW

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 personFormFiledEventShares% of class
Capital World InvestorsSCHEDULE 13G2026-05-142026-03-3163,022,0165.6%
Vanguard Capital ManagementSCHEDULE 13G2026-04-302026-03-3183,145,5967.42%
The Vanguard GroupSCHEDULE 13G/A2026-03-272026-03-1300%
JPMORGAN CHASE & CO.SCHEDULE 13G/A2026-03-052026-02-2741,304,1873.7%

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.