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

1,506,651,000

selection includes debt or preferreds — no % of shares outstanding

Holders

+65 vs 2026-03-31 · 65 new, 0 exited

Value

$1.5B

shares +— 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 (65 of 65 · 842587ED5)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	VOYA INVESTMENT MANAGEMENT LLC	279,095,000	—	$282.3M	NEW
2	BlackRock, Inc.	164,802,000	—	$166.5M	NEW
3	HIGHBRIDGE CAPITAL MANAGEMENT LLC	146,919,000	—	$149.1M	NEW
4	Sculptor Capital LP	85,000,000	—	$86.0M	NEW
5	MILLENNIUM MANAGEMENT LLC	81,450,000	—	$82.4M	NEW
6	Calamos Advisors LLC	70,422,000	—	$71.2M	NEW
7	WELLINGTON MANAGEMENT GROUP LLP	65,438,000	—	$66.3M	NEW
8	SOROS FUND MANAGEMENT LLC	65,000,000	—	$65.8M	NEW
9	TENOR CAPITAL MANAGEMENT Co., L.P.	50,000,000	—	$50.7M	NEW
10	STATE STREET CORP	42,425,000	—	$42.9M	NEW
11	UBS Group AG	37,596,000	—	$38.0M	NEW
12	CAMDEN ASSET MANAGEMENT L P /CA	36,013,000	—	$36.4M	NEW
13	MANUFACTURERS LIFE INSURANCE COMPANY, THE	30,910,000	—	$31.3M	NEW
14	Wellesley Asset Management	30,127,000	—	$30.2M	NEW
15	Hudson Bay Capital Management LP	30,000,000	—	$30.4M	NEW
16	Aequim Alternative Investments LP	30,000,000	—	$30.3M	NEW
17	Polar Asset Management Partners Inc.	25,000,000	—	$25.3M	NEW
18	TWO SIGMA INVESTMENTS, LP	23,600,000	—	$23.8M	NEW
19	LMR Partners LLP	22,500,000	—	$22.8M	NEW
20	SUSQUEHANNA ADVISORS GROUP, INC.	20,000,000	—	$202K	NEW
21	BANK OF MONTREAL /CAN/	16,133,000	—	$16.3M	NEW
22	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	15,300,000	—	$15.5M	NEW
23	Burkehill Global Management, LP	15,000,000	—	$15.2M	NEW
24	Thrivent Financial for Lutherans	13,465,000	—	$13.6M	NEW
25	MORGAN STANLEY	12,285,000	—	$12.4M	NEW
26	FMR LLC	10,894,000	—	$11.0M	NEW
27	Man Group plc	10,145,000	—	$10.2M	NEW
28	PenderFund Capital Management Ltd.	10,000,000	—	$10.1M	NEW
29	INCOME RESEARCH & MANAGEMENT	9,340,000	—	$9.4M	NEW
30	ADVENT CAPITAL MANAGEMENT /DE/	5,759,000	—	$5.8M	NEW
31	RWC Asset Management LLP	5,730,000	—	$5.8M	NEW
32	MacKay Shields LLC	4,815,000	—	$4.9M	NEW
33	Police & Firemen's Retirement System of New Jersey	4,760,000	—	$4.8M	NEW
34	SHENKMAN CAPITAL MANAGEMENT INC	4,000,000	—	$4.1M	NEW
35	STATE OF WISCONSIN INVESTMENT BOARD	4,000,000	—	$4.0M	NEW
36	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	3,550,000	—	$3.6M	NEW
37	Ares Systematic Credit Ltd	2,600,000	—	$2.6M	NEW
38	CITIGROUP INC	2,548,000	—	$2.6M	NEW
39	KIM, LLC	2,500,000	—	$2.5M	NEW
40	Universal- Beteiligungs- und Servicegesellschaft mbH	2,300,000	—	$2.3M	NEW
41	WELLS FARGO & COMPANY/MN	2,250,000	—	$2.3M	NEW
42	TORONTO DOMINION BANK	1,900,000	—	$1.9M	NEW
43	JPMORGAN CHASE & CO	1,660,000	—	$1.7M	NEW
44	BANK HAPOALIM BM	1,494,000	—	$1.5M	NEW
45	BANK OF AMERICA CORP /DE/	1,256,000	—	$1.3M	NEW
46	III Capital Management	1,089,000	—	$1.1M	NEW
47	DEUTSCHE BANK AG\	1,024,000	—	$1.0M	NEW
48	MUFG SECURITIES AMERICAS INC.	1,000,000	—	$1.0M	NEW
49	BNP PARIBAS FINANCIAL MARKETS	753,000	—	$761K	NEW
50	AEGON USA Investment Management, LLC	700,000	—	$707K	NEW
51	SSI INVESTMENT MANAGEMENT LLC	605,000	—	$611K	NEW
52	SEI INVESTMENTS CO	283,000	—	$286K	NEW
53	Kohlberg Kravis Roberts & Co. L.P.	270,000	—	$273K	NEW
54	Russell Investments Group, Ltd.	248,000	—	$251K	NEW
55	AMERIPRISE FINANCIAL INC	165,000	—	$167K	NEW
56	Cetera Investment Advisers	153,000	—	$155K	NEW
57	Financiere des Professionnels - Fonds d'investissement inc.	145,000	—	$147K	NEW
58	NATIXIS	65,000	—	$66K	NEW
59	TRUIST FINANCIAL CORP	40,000	—	$40K	NEW
60	CHOREO, LLC	38,000	—	$38K	NEW
61	Cerity Partners LLC	26,000	—	$26K	NEW
62	AQR Arbitrage LLC	25,000	—	$25K	NEW
63	Squarepoint Ops LLC	20,000	—	$20.3M	NEW
64	FIFTH THIRD BANCORP	11,000	—	$11K	NEW
65	K2 PRINCIPAL FUND, L.P.	10,000	—	$10.1M	NEW

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.