Equibles

SO

Southern Co

Company with tickers: SO, SOJC, SOJD, SOJE, SOJF, SOMN

CIK
92122
CUSIP
842587107
Shares Outstanding
1,127,301,098
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 2,290
Total Value: $71,620,857,188
Total Shares: 742,031,273
Showing 1–100 of 2,337 holdings by value · page 1 of 24

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 2,290 13F filers · Δ vs Dec 31, 2025
Top Holder
12.2%
−0.1 pts
Top 5
43.7%
+2.9 pts
Top 10
61.3%
+4.3 pts
HHI
489
Broadly held +47

Quarterly Activity

vs Dec 31, 2025
New
2,242
Increased
20
Decreased
19
Sold Out
2,206
Unchanged
9
Holder count: +36
Institutional value: +14.2%
Shares held: +3.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega GOLDMAN SACHS GROUP INC +1,148,293 6,161,923
Large PEAK6 LLC +52,900 59,300
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. +49,666 56,769
Large Rockefeller Capital Management L.P. +10,226 235,869
Small Capital Analysts, LLC +2,344 2,901

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mid BLUEFIN CAPITAL MANAGEMENT, LLC −400,000 335,000
Mega HSBC HOLDINGS PLC −163,556 1,894,154
Small Alessandra Capital Management, LLC −2,740 5,480
Small BANK OF HAWAII −2,427 12,191
Large Corient Private Wealth LLC −2,157 251,418

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega BlackRock, Inc. 90,368,703 $8,722,387,202
Mega VANGUARD CAPITAL MANAGEMENT LLC 71,539,145 $6,904,958,275
Mega STATE STREET CORP 62,980,088 $6,078,838,093
Mega Capital World Investors 56,239,873 $5,428,272,541
Mega JPMORGAN CHASE & CO 43,337,750 $4,182,959,620

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega BlackRock, Inc. 88,563,758 $7,722,759,689
Mega STATE STREET CORP 61,490,694 $5,361,988,516
Mega JPMORGAN CHASE & CO 60,887,788 $5,309,415,107
Large Belvedere Trading LLC 41,440,117 $3,613,578,202
Mega Capital World Investors 41,142,076 $3,587,589,027
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $8,722,387,202 12.18% 90,368,703 View
Mega VANGUARD CAPITAL MANAGEMENT LLC $6,904,958,275 9.64% 71,539,145 View
Mega STATE STREET CORP $6,078,838,093 8.49% 62,980,088 View
Mega Capital World Investors $5,428,272,541 7.58% 56,239,873 View
Mega JPMORGAN CHASE & CO $4,182,959,620 5.84% 43,337,750 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $3,515,791,768 4.91% 36,425,526 View
Mega GEODE CAPITAL MANAGEMENT, LLC $2,736,829,328 3.82% 28,355,049 View
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $2,522,729,437 3.52% 26,136,857 View
Mega FMR LLC $2,209,143,388 3.08% 22,887,934 View
Mega FRANKLIN RESOURCES INC $1,622,434,501 2.27% 16,809,309 View
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,505,306,612 2.10% 15,595,800 View
Mega AMERIPRISE FINANCIAL INC $910,761,365 1.27% 9,435,986 View
Mega ROYAL BANK OF CANADA $844,856,443 1.18% 8,753,175 View
Mega Legal & General Group Plc $757,516,178 1.06% 7,848,282 View
Mega Bank of New York Mellon Corp $702,532,008 0.98% 7,278,616 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $686,379,876 0.96% 7,111,271 View
Mega GOLDMAN SACHS GROUP INC $563,862,405 0.79% 5,841,923 View
Mega Invesco Ltd. $534,527,660 0.75% 5,537,999 View
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $499,348,629 0.70% 5,173,525 View
Mega BARCLAYS PLC $440,564,669 0.62% 4,564,491 View
Mega WELLINGTON MANAGEMENT GROUP LLP $435,858,258 0.61% 4,515,730 View
Mega WELLS FARGO & COMPANY/MN $410,676,865 0.57% 4,254,837 View
Large Pictet Asset Management Holding SA $408,906,304 0.57% 4,236,493 View
Mega UBS Group AG $393,449,494 0.55% 4,076,352 View
Mega Nuveen, LLC $375,517,912 0.52% 3,890,571 View
Large Mawer Investment Management Ltd. $330,267,985 0.46% 3,421,757 View
Mega Swiss National Bank $311,894,728 0.44% 3,231,400 View
Mega RAYMOND JAMES FINANCIAL INC $304,269,840 0.42% 3,152,402 View
Mega LPL Financial LLC $296,381,357 0.41% 3,070,673 View
Mega National Pension Service $277,868,242 0.39% 2,878,867 View
Mega DIMENSIONAL FUND ADVISORS LP $256,264,844 0.36% 2,655,044 View
Mega Capital Research Global Investors $252,355,400 0.35% 2,614,540 View
Mega CITIGROUP INC $252,288,800 0.35% 2,613,850 View
Mega Mitsubishi UFJ Asset Management Co., Ltd. $241,368,432 0.34% 2,500,709 View
Mega ENVESTNET ASSET MANAGEMENT INC $236,060,701 0.33% 2,445,718 View
Mega Sumitomo Mitsui Trust Group, Inc. $235,459,478 0.33% 2,439,489 View
Large Soroban Capital Partners LP $229,284,321 0.32% 2,375,511 View
Large MARSHALL WACE, LLP $225,285,207 0.31% 2,334,078 View
Large Ensign Peak Advisors, Inc $217,751,243 0.30% 2,256,022 View
Mega DEUTSCHE BANK AG\ $204,358,898 0.29% 2,117,270 View
Mega California Public Employees Retirement System $202,537,954 0.28% 2,098,404 View
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $188,702,873 0.26% 1,955,065 View
Mega JENNISON ASSOCIATES LLC $186,323,655 0.26% 1,930,415 View
Mid Pinnacle Financial Partners, Inc. $185,694,053 0.26% 1,923,892 View
Mega RHUMBLINE ADVISERS $185,556,900 0.26% 1,922,471 View
Large FEDERATED HERMES, INC. $182,398,860 0.25% 1,889,752 View
Mega HSBC HOLDINGS PLC $168,915,209 0.24% 1,750,054 View
Mega BANK OF MONTREAL /CAN/ $166,205,699 0.23% 1,721,982 View
Mid Energy Income Partners, LLC $165,709,589 0.23% 1,716,842 View
Mega JANUS HENDERSON GROUP PLC $165,392,037 0.23% 1,713,552 View
Large PRUDENTIAL FINANCIAL INC $153,523,843 0.21% 1,590,591 View
Large Empower Advisory Group, LLC $152,819,247 0.21% 1,583,291 View
Large HighTower Advisors, LLC $146,307,815 0.20% 1,515,829 View
Large Focus Partners Wealth $141,129,710 0.20% 1,462,181 View
Mega PRINCIPAL FINANCIAL GROUP INC $139,545,237 0.19% 1,445,765 View
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $137,238,988 0.19% 1,421,871 View
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE $133,798,050 0.19% 1,386,221 View
Mega Capital International Investors $133,565,244 0.19% 1,383,809 View
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $114,559,588 0.16% 1,186,900 View
Large Squarepoint Ops LLC $113,621,124 0.16% 1,177,177 View
Large NATIXIS ADVISORS, LLC $110,657,380 0.15% 1,146,471 View
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $103,594,335 0.14% 1,073,294 View
Large Russell Investments Group, Ltd. $102,663,881 0.14% 1,063,654 View
Large NEW YORK STATE COMMON RETIREMENT FUND $101,498,019 0.14% 1,051,575 View
Mega ALLIANCEBERNSTEIN L.P. $100,907,799 0.14% 1,045,460 View
Mid CAPITAL ADVISORS INC/OK $100,312,174 0.14% 1,039,289 View
Large ZACKS INVESTMENT MANAGEMENT $100,137,279 0.14% 1,037,477 View
Mega BNP PARIBAS ARBITRAGE, SA $99,687,014 0.14% 1,032,812 View
Mega CITADEL ADVISORS LLC $96,336,612 0.13% 998,100 View
Mid Portman Square Capital LLP $95,236,284 0.13% 986,700 View
Large TRUIST FINANCIAL CORP $93,735,783 0.13% 971,154 View
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $92,740,180 0.13% 960,839 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $90,333,068 0.13% 935,900 View
Mega CITADEL ADVISORS LLC $86,375,457 0.12% 894,897 View
Large COMMONWEALTH EQUITY SERVICES, LLC $85,958,781 0.12% 890,580 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $85,642,196 0.12% 887,300 View
Large Qube Research & Technologies Ltd $83,635,255 0.12% 866,507 View
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM $83,467,600 0.12% 864,770 View
Large Korea Investment CORP $81,078,923 0.11% 840,022 View
Mega JANE STREET GROUP, LLC $79,300,832 0.11% 821,600 View
Large Cetera Investment Advisers $77,070,158 0.11% 798,489 View
Large Mitsubishi UFJ Trust & Banking Corp $76,651,744 0.11% 794,154 View
Mid Welch Group, LLC $75,554,987 0.11% 782,791 View
Large APG Asset Management N.V. $71,946,104 0.10% 745,401 View
Mid CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $71,919,658 0.10% 745,127 View
Mega FIRST TRUST ADVISORS LP $71,710,305 0.10% 742,958 View
Large MACQUARIE GROUP LTD $71,496,417 0.10% 740,742 View
Large Bank Julius Baer & Co. Ltd, Zurich $70,871,354 0.10% 734,266 View
Mid OLD REPUBLIC INTERNATIONAL CORP $68,712,588 0.10% 711,900 View
Mega MORGAN STANLEY $68,042,160 0.10% 704,954 View
Mega VICTORY CAPITAL MANAGEMENT INC $67,900,468 0.09% 703,486 View
Large COHEN & STEERS, INC. $66,749,564 0.09% 691,562 View
Large Universal- Beteiligungs- und Servicegesellschaft mbH $66,302,194 0.09% 686,927 View
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $65,896,519 0.09% 682,724 View
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $62,947,351 0.09% 652,169 View
Mid Capital Investment Advisors, LLC $61,792,104 0.09% 640,200 View
Large CANADA LIFE ASSURANCE Co $60,844,567 0.08% 630,383 View
Large Assenagon Asset Management S.A. $58,759,928 0.08% 608,785 View
Mid Sterling Capital Management LLC $57,859,299 0.08% 599,454 View
Large CAPITAL FUND MANAGEMENT S.A. $57,693,864 0.08% 597,740 View
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