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

749,873,607

selection includes debt or preferreds — no % of shares outstanding

Holders

-5 vs 2026-03-31 · 10 new, 15 exited

Value

$811.7M

shares +1.7% 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 (73 of 73 · 842587DZ7)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	Point72 Asset Management, L.P.	61,341,000	—	$67.6M	+24,300,000 (+65.6%)
2	MILLENNIUM MANAGEMENT LLC	55,000,000	—	$60.6M	NEW
3	ZAZOVE ASSOCIATES LLC	49,750,000	—	$54.9M	-7,350,000 (-12.9%)
4	ADVENT CAPITAL MANAGEMENT /DE/	40,642,000	—	$44.9M	-2,183,000 (-5.1%)
5	Universal- Beteiligungs- und Servicegesellschaft mbH	36,419,000	—	$40.3M	-1,585,000 (-4.2%)
6	Ovata Capital Management Ltd	34,000,000	—	$37.5M	+14,500,000 (+74.4%)
7	Verition Fund Management LLC	30,000,000	—	$33.1M	+17,500,000 (+140.0%)
8	PenderFund Capital Management Ltd.	30,000,000	—	$33.1M	—
9	VICTORY CAPITAL MANAGEMENT INC	29,154,000	—	$32.1M	-190,000 (-0.6%)
10	TWO SIGMA INVESTMENTS, LP	28,000,000	—	$30.8M	+10,000,000 (+55.6%)
11	BlackRock, Inc.	26,713,000	—	$29.4M	-875,000 (-3.2%)
12	SCHRODER INVESTMENT MANAGEMENT GROUP	26,300,000	—	$29.1M	-100,000 (-0.4%)
13	JPMORGAN CHASE & CO	24,979,000	—	$27.8M	-14,813,000 (-37.2%)
14	LORD, ABBETT & CO. LLC	21,555,000	—	$23.8M	+3,985,000 (+22.7%)
15	STATE STREET CORP	20,950,000	—	$23.1M	+3,100,000 (+17.4%)
16	LAZARD ASSET MANAGEMENT LLC	18,585,000	—	$205K	+11,443,000 (+160.2%)
17	SUSQUEHANNA ADVISORS GROUP, INC.	16,950,000	—	$187K	-11,000,000 (-39.4%)
18	Brevan Howard Capital Management LP	15,000,000	—	$16.6M	-5,000,000 (-25.0%)
19	ROYAL BANK OF CANADA	14,763,000	—	$16.3M	-285,000 (-1.9%)
20	PIER 88 INVESTMENT PARTNERS LLC	11,910,000	—	$13.1M	+9,090,000 (+322.3%)
21	SSI INVESTMENT MANAGEMENT LLC	10,306,000	—	$11.4M	—
22	BANK OF AMERICA CORP /DE/	10,213,000	—	$11.2M	-2,415,000 (-19.1%)
23	Calamos Advisors LLC	10,002,000	—	$11.0M	-559,000 (-5.3%)
24	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	9,750,000	—	$10.8M	-500,000 (-4.9%)
25	Weiss Asset Management LP	9,388,000	—	$10.4M	NEW
26	FMR LLC	9,001,000	—	$9.9M	-100,000 (-1.1%)
27	VOYA INVESTMENT MANAGEMENT LLC	8,000,000	—	$8.8M	—
28	FRANKLIN RESOURCES INC	7,735,000	—	$8.5M	—
29	RWC Asset Management LLP	7,225,000	—	$8.0M	+125,000 (+1.8%)
30	Invesco Ltd.	7,000,000	—	$7.7M	-3,000,000 (-30.0%)
31	Thrivent Financial for Lutherans	6,255,000	—	$6.9M	—
32	CONNING INC.	5,610,000	—	$6.2M	—
33	MacKay Shields LLC	5,569,000	—	$6.1M	-71,000 (-1.3%)
34	Walleye Capital LLC	5,000,000	—	$5.5M	—
35	Sculptor Capital LP	5,000,000	—	$5.5M	NEW
36	EFG International AG	4,700,000	—	$5.2M	-2,000,000 (-29.9%)
37	Wellesley Asset Management	4,500,000	—	$4.4M	—
38	STATE OF WISCONSIN INVESTMENT BOARD	4,000,000	—	$4.4M	+1,000,000 (+33.3%)
39	TORONTO DOMINION BANK	4,000,000	—	$4.4M	+3,920,000 (+4900.0%)
40	Man Group plc	3,882,000	—	$4.3M	+1,061,000 (+37.6%)
41	MORGAN STANLEY	2,855,000	—	$3.1M	-1,000,000 (-25.9%)
42	RATIONAL ADVISORS, INC.	2,820,000	—	$3.1M	—
43	Russell Investments Group, Ltd.	2,748,000	—	$3.0M	—
44	WELLS FARGO & COMPANY/MN	2,439,000	—	$2.7M	-291,000 (-10.7%)
45	CITIGROUP INC	2,295,000	—	$2.5M	-3,713,000 (-61.8%)
46	WELLINGTON MANAGEMENT GROUP LLP	1,475,000	—	$1.6M	-840,000 (-36.3%)
47	BARCLAYS PLC	1,368,000	—	$1.5M	-560,000 (-29.0%)
48	AEGON USA Investment Management, LLC	750,000	—	$826K	—
49	Calamos Wealth Management LLC	669,000	—	$739K	+24,000 (+3.7%)
50	BNP PARIBAS FINANCIAL MARKETS	502,000	—	$553K	+188,000 (+59.9%)
51	Bank of New York Mellon Corp	500,000	—	$553K	—
52	DEUTSCHE BANK AG\	465,000	—	$512K	—
53	Axxion S.A.	400,000	—	$502K	NEW
54	UBS Group AG	282,000	—	$311K	-2,932,000 (-91.2%)
55	Amundi	250,000	—	$275K	—
56	&PARTNERS	196,000	—	$216K	-2,000 (-1.0%)
57	OPPENHEIMER ASSET MANAGEMENT INC.	174,000	—	$192K	-4,000 (-2.2%)
58	AQR Arbitrage LLC	160,000	—	$176K	NEW
59	MIZUHO SECURITIES USA LLC	88,255	—	$8.4M	NEW
60	SG Americas Securities, LLC	70,000	—	$7.8M	+40,000 (+133.3%)
61	STEPHENS INC /AR/	54,000	—	$59K	—
62	BLAIR WILLIAM & CO/IL	32,000	—	$35K	—
63	Focus Partners Wealth	28,000	—	$31K	NEW
64	AMERIPRISE FINANCIAL INC	26,000	—	$29K	-4,000 (-13.3%)
65	COMMONWEALTH EQUITY SERVICES, LLC	20,000	—	$22K	NEW
66	Balboa Wealth Partners	15,000	—	$17K	-18,000 (-54.5%)
67	Inspire Advisors, LLC	11,000	—	$12K	—
68	Goldstein Advisors, LLC	10,000	—	$11K	—
69	LANARK FINANCIAL, INC.	10,000	—	$11K	NEW
70	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5,000	—	$6K	—
71	BOUSSARD & GAVAUDAN GESTION SAS	3,300	—	$3.7M	NEW
72	LAFFER TENGLER INVESTMENTS, INC.	3,088	—	$3.4M	+203 (+7.0%)
73	NOMURA HOLDINGS INC	2,964	—	$284K	+281 (+10.5%)

Exited since 2026-03-31 (15 filers; largest 15 shown)

Balyasny Asset Management L.P.	−27,108,000
CAMDEN ASSET MANAGEMENT L P /CA	−23,270,000
CAPSTONE INVESTMENT ADVISORS, LLC	−16,500,000
CSS LLC/IL	−7,102,000
GOLDMAN SACHS GROUP INC	−7,000,000
Hudson Bay Capital Management LP	−5,000,000
SHENKMAN CAPITAL MANAGEMENT INC	−3,593,000
OAKTREE CAPITAL MANAGEMENT LP	−3,357,000
Ares Systematic Credit Ltd	−1,900,000
LuminArx Capital Management LP	−1,500,000
JANE STREET GROUP, LLC	−200,000
MML INVESTORS SERVICES, LLC	−70,000
Suncoast Equity Management	−11,000
Boussard & Gavaudan Investment Management LLP	−3,300
Value Investment Professionals, LLC	−2,806

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.