Equibles

SO

Southern Co

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

CIK
92122
CUSIP
842587107
Shares Outstanding
1,127,301,098
13F Activity (30d)
1579 filings 1535 filers
Holders: 2,333
Total Value: $76,829,450,824
Total Shares: 795,995,153
Showing 1–100 of 2,380 holdings by value · page 1 of 24

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 2,333 13F filers · Δ vs Dec 31, 2025
Top Holder
11.4%
Jun 2023 → Mar 2026 · range 11.4% – 14.6%
−1.4 pts
Top 5
40.8%
Jun 2023 → Mar 2026 · range 37.2% – 47.0%
−2.0 pts
Top 10
57.2%
Jun 2023 → Mar 2026 · range 52.6% – 60.0%
−2.4 pts
HHI
431
Jun 2023 → Mar 2026 · range 410 – 553
Broadly held −57

Quarterly Activity

vs Dec 31, 2025
New
226
Increased
972
Decreased
774
Sold Out
157
Unchanged
361
Holder count: +69
Institutional value: +4.2%
Shares held: -5.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega Capital World Investors +15,097,797 56,239,873
Mega PRICE T ROWE ASSOCIATES INC /MD/ +1,966,064 36,425,526
Mega BlackRock, Inc. +1,804,945 90,368,703
Mega Capital Research Global Investors +1,789,386 2,614,540
Large Mawer Investment Management Ltd. +1,653,984 3,421,757

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mega JPMORGAN CHASE & CO −18,432,669 43,337,750
Mega Capital International Investors −9,860,243 1,383,809
Large Soroban Capital Partners LP −3,718,097 2,375,511
Large Squarepoint Ops LLC −1,214,343 1,602,977
Large RENAISSANCE TECHNOLOGIES LLC −1,081,800 431,600

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega VANGUARD CAPITAL MANAGEMENT LLC 71,539,145 $6,904,958,275
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 26,136,857 $2,522,729,437
Mega VANGUARD FIDUCIARY TRUST CO 6,197,084 $598,142,547
Mega Vanguard Global Advisers, LLC 2,409,631 $232,577,584
Mega VANGUARD ASSET MANAGEMENT, Ltd 2,069,243 $199,723,334

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega VANGUARD GROUP INC 108,057,413 $9,422,606,411
Large Belvedere Trading LLC 41,440,117 $3,613,578,202
Mega NORGES BANK 12,745,981 $1,111,449,543
— FORSTA AP-FONDEN 415,300 $36,214,160
Large Brandywine Global Investment Management, LLC 273,908 $23,884,777
Filter: New 226 Increased 972 Reduced 774 Sold out 157 Unchanged 361
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $8,722,387,202 11.35% 90,368,703 View
Mega VANGUARD CAPITAL MANAGEMENT LLC $6,904,958,275 8.99% 71,539,145 View
Mega STATE STREET CORP $6,078,838,093 7.91% 62,980,088 View
Mega Capital World Investors $5,428,272,541 7.07% 56,239,873 View
Mega JPMORGAN CHASE & CO $4,182,959,620 5.44% 43,337,750 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $3,515,791,768 4.58% 36,425,526 View
Mega GEODE CAPITAL MANAGEMENT, LLC $2,736,829,328 3.56% 28,355,049 View
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $2,522,729,437 3.28% 26,136,857 View
Mega FMR LLC $2,209,143,388 2.88% 22,887,934 View
Mega FRANKLIN RESOURCES INC $1,622,434,501 2.11% 16,809,309 View
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,505,306,612 1.96% 15,595,800 View
Mega MORGAN STANLEY $1,246,562,165 1.62% 12,915,066 View
Mega NORTHERN TRUST CORP Bank $948,543,154 1.23% 9,827,426 View
Mega AMERIPRISE FINANCIAL INC $910,761,365 1.19% 9,435,986 View
Mega ROYAL BANK OF CANADA Bank $844,856,443 1.10% 8,753,175 View
Mega BANK OF AMERICA CORP /DE/ Bank $808,894,735 1.05% 8,380,592 View
Mega Legal & General Group Plc $757,516,178 0.99% 7,848,282 View
Mega Bank of New York Mellon Corp Bank $702,532,008 0.91% 7,278,616 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $686,379,876 0.89% 7,111,271 View
Mega VANGUARD FIDUCIARY TRUST CO Bank $598,142,547 0.78% 6,197,084 View
Mega GOLDMAN SACHS GROUP INC $563,862,405 0.73% 5,841,923 View
Mega Invesco Ltd. $534,527,660 0.70% 5,537,999 View
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $499,348,629 0.65% 5,173,525 View
Mega BARCLAYS PLC $440,564,669 0.57% 4,564,491 View
Mega WELLINGTON MANAGEMENT GROUP LLP $435,858,258 0.57% 4,515,730 View
Mega WELLS FARGO & COMPANY/MN $410,676,865 0.53% 4,254,837 View
Large Pictet Asset Management Holding SA $408,906,304 0.53% 4,236,493 View
Mega UBS Group AG $393,449,494 0.51% 4,076,352 View
Mega Nuveen, LLC $375,517,912 0.49% 3,890,571 View
Large Mawer Investment Management Ltd. $330,267,985 0.43% 3,421,757 View
Mega Amundi $320,872,631 0.42% 3,324,416 View
Mega Swiss National Bank Bank $311,894,728 0.41% 3,231,400 View
Mega RAYMOND JAMES FINANCIAL INC $304,269,840 0.40% 3,152,402 View
Mega LPL Financial LLC $296,381,357 0.39% 3,070,673 View
Mega National Pension Service Pension $277,868,242 0.36% 2,878,867 View
Mega DIMENSIONAL FUND ADVISORS LP $256,264,844 0.33% 2,655,044 View
Mega Capital Research Global Investors $252,355,400 0.33% 2,614,540 View
Mega CITIGROUP INC $252,288,800 0.33% 2,613,850 View
Mega Mitsubishi UFJ Asset Management Co., Ltd. $241,368,432 0.31% 2,500,709 View
Mega ENVESTNET ASSET MANAGEMENT INC $236,060,701 0.31% 2,445,718 View
Mega Sumitomo Mitsui Trust Group, Inc. $235,459,478 0.31% 2,439,489 View
Mega Vanguard Global Advisers, LLC $232,577,584 0.30% 2,409,631 View
Large Soroban Capital Partners LP $229,284,321 0.30% 2,375,511 View
Large MARSHALL WACE, LLP $225,285,207 0.29% 2,334,078 View
Large Ensign Peak Advisors, Inc $217,751,243 0.28% 2,256,022 View
Mega DEUTSCHE BANK AG\ Bank $204,358,898 0.27% 2,117,270 View
Mega California Public Employees Retirement System Pension $202,537,954 0.26% 2,098,404 View
Mega VANGUARD ASSET MANAGEMENT, Ltd $199,723,334 0.26% 2,069,243 View
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $188,702,873 0.25% 1,955,065 View
Mega JENNISON ASSOCIATES LLC $186,323,655 0.24% 1,930,415 View
Mid Pinnacle Financial Partners, Inc. $185,694,053 0.24% 1,923,892 View
Mega RHUMBLINE ADVISERS $185,556,900 0.24% 1,922,471 View
Large FEDERATED HERMES, INC. $182,398,860 0.24% 1,889,752 View
Mega HSBC HOLDINGS PLC $168,915,209 0.22% 1,750,054 View
Mega BANK OF MONTREAL /CAN/ Bank $166,205,699 0.22% 1,721,982 View
Mid Energy Income Partners, LLC $165,709,589 0.22% 1,716,842 View
Mega JANUS HENDERSON GROUP PLC $165,392,037 0.22% 1,713,552 View
Large PRUDENTIAL FINANCIAL INC $153,523,843 0.20% 1,590,591 View
Large Empower Advisory Group, LLC $152,819,247 0.20% 1,583,291 View
Large HighTower Advisors, LLC $146,307,815 0.19% 1,515,829 View
Large Focus Partners Wealth $141,129,710 0.18% 1,462,181 View
Mega PRINCIPAL FINANCIAL GROUP INC $139,545,237 0.18% 1,445,765 View
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $137,238,988 0.18% 1,421,871 View
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $133,798,050 0.17% 1,386,221 View
Mega Capital International Investors $133,565,244 0.17% 1,383,809 View
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $123,247,160 0.16% 1,276,908 View
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $114,559,588 0.15% 1,186,900 View
Large Squarepoint Ops LLC $113,621,124 0.15% 1,177,177 View
Large NATIXIS ADVISORS, LLC $110,657,380 0.14% 1,146,471 View
Large Russell Investments Group, Ltd. $108,453,922 0.14% 1,123,642 View
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $103,594,335 0.13% 1,073,294 View
Large Vanguard Investments Australia, Ltd. $103,323,791 0.13% 1,070,491 View
Large STIFEL FINANCIAL CORP $101,879,656 0.13% 1,055,529 View
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $101,498,019 0.13% 1,051,575 View
Mega ALLIANCEBERNSTEIN L.P. $100,907,799 0.13% 1,045,460 View
Mid CAPITAL ADVISORS INC/OK $100,312,174 0.13% 1,039,289 View
Large ZACKS INVESTMENT MANAGEMENT $100,137,279 0.13% 1,037,477 View
Mega BNP PARIBAS ARBITRAGE, SA $99,687,014 0.13% 1,032,812 View
Mega CITADEL ADVISORS LLC $96,336,612 0.13% 998,100 View
Mid Portman Square Capital LLP $95,236,284 0.12% 986,700 View
Large TRUIST FINANCIAL CORP $93,735,783 0.12% 971,154 View
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $92,740,180 0.12% 960,839 View
Mid NewEdge Advisors, LLC $92,412,301 0.12% 957,442 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $90,333,068 0.12% 935,900 View
Mega CITADEL ADVISORS LLC $86,375,457 0.11% 894,897 View
Large COMMONWEALTH EQUITY SERVICES, LLC $85,958,781 0.11% 890,580 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $85,642,196 0.11% 887,300 View
Large Qube Research & Technologies Ltd $83,635,255 0.11% 866,507 View
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $83,467,600 0.11% 864,770 View
Large Korea Investment CORP $81,078,923 0.11% 840,022 View
Large ExodusPoint Capital Management, LP $80,589,856 0.10% 834,955 View
Mega JANE STREET GROUP, LLC $79,300,832 0.10% 821,600 View
Large Cetera Investment Advisers $77,070,158 0.10% 798,489 View
Large Mitsubishi UFJ Trust & Banking Corp $76,651,744 0.10% 794,154 View
Large JONES FINANCIAL COMPANIES LLLP $76,446,156 0.10% 792,024 View
Mid Welch Group, LLC $75,554,987 0.10% 782,791 View
Large APG Asset Management N.V. $71,946,104 0.09% 745,401 View
Mid CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $71,919,658 0.09% 745,127 View
Mega FIRST TRUST ADVISORS LP $71,710,305 0.09% 742,958 View
Large MACQUARIE GROUP LTD $71,496,417 0.09% 740,742 View
Page 1 of 24
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