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Disclosery

SO SOUTHERN CO

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COM (common), issuer CIK 92122

2,305 managers (2,357 13F filers) reported a position in SO shares at 2026-06-30, 833,757,535 shares in all. 117 filers opened a position and 114 filers sold out during the quarter.

Managers
2,305
13F filers
2,357
New
117
Added
1,100
Reduced
728
Sold out
114
Shares held by filers
833,757,535

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CWA Asset Management Group, LLC214,338$20.5M0.63%+5,53113F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI210,975$20.2M0.14%-263,86613F-HRTimelineGroup
HB Wealth Management, LLC210,104$20.1M0.11%+18,79513F-HRTimeline
Wealthfront Advisers LLC209,303$20M0.04%+5,15813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.208,893$20M0.05%+15,72313F-HRTimelineGroup
Arkadios Wealth Advisors208,779$20M0.31%+6,33613F-HRTimeline
Carnegie Investment Counsel207,587$19.9M0.4%-5,94113F-HRTimeline
Aventail Capital Group, LP206,880$19.8M1.14%-112,33713F-HRTimeline
Gotham Asset Management, LLC206,301$19.7M0.05%-51,59013F-HRTimeline
Florida Trust Wealth Management Co203,535$19.5M0.48%-87513F-HRTimeline
XPONANCE LLC202,934$19.4M0.12%+5,37113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC202,906$19.4M0.18%+2,77913F-HRTimelineGroup
FIRST HORIZON CORP201,289$19.3M0.74%-65213F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc199,434$19.1M0.03%-241,82513F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC197,585$18.9M0.17%+30,65213F-HRTimeline
AMALGAMATED BANK197,480$18.9M0.13%-7,94113F-HRTimeline
&PARTNERS196,930$18.8M0.08%+12,40113F-HRTimeline
BW Gestao de Investimentos Ltda.193,731$18.5M0.45%-15,56113F-HRTimeline
Eurizon Capital SGR S.p.A.192,106$18.5M0.05%+3,92313F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…192,080$18.4M0.15%+18,80013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.188,777$18.1M0.66%+3,23013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…187,989$18M0.06%+66713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP187,671$18M0.11%-6413F-HRTimelineGroup
Orion Porfolio Solutions, LLC187,404$17.9M0.14%-8,42113F-HRTimeline
iA Global Asset Management Inc.186,800$17.9M0.21%013F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding184,463$17.8M+20,967Timeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …186,389$17.8M1.08%+11813F-HRTimelineGroup
DekaBank Deutsche Girozentrale184,531$17.8M0.03%013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.183,056$17.5M0.13%-414,68413F-HRTimeline
Voleon Capital Management LP181,563$17.4M0.32%+32,05413F-HRTimeline
NEOS Investment Management LLC180,235$17.3M0.06%+20,07013F-HRTimeline
ProShare Advisors LLC178,902$17.1M0.02%+12,27613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management176,901$16.9M0.17%+6,00013F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…174,450$16.7M0.12%+91213F-HRTimelineGroup
Steward Partners Investment Advisory, L…174,167$16.7M0.09%+1,65113F-HRTimeline
Allworth Financial LP171,520$16.4M0.07%-65,53713F-HRTimeline
Utah Retirement Systems171,346$16.4M0.16%-7,80513F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP171,203$16.4M0.18%+39,90313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Aequim Alternative Investments LP170,082$16.3M0.25%+74,70013F-HRTimeline
Police & Firemen's Retirement System of…169,617$16.2M0.12%-42413F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …169,090$16.2M0.1%+17,33613F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…167,983$16.1M0.38%+14,88413F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA167,168$16M0.02%-31,23613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp164,406$15.7M0.05%+10,88413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC163,484$15.6M0.06%+59,48113F-HRTimelineGroup
OneDigital Investment Advisors LLC161,372$15.4M0.13%+6,53813F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC159,767$15.3M0.81%-18,45013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…157,040$15M0.1%+3,99213F-HRTimelineGroup
USS Investment Management Ltd155,704$14.9M0.05%-19,69913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK154,685$14.8M0.06%-2,55813F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC153,814$14.7M1.14%+4,14013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN150,242$14.4M0.06%+9,10713F-HRTimeline
Bragg Financial Advisors, Inc148,316$14.2M0.38%+1,89213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC141,796$13.6M0.04%+6,64313F-HRTimelineGroup
Bell Bank140,136$13.4M0.51%+9,03913F-HRTimeline
Baltimore-Washington Financial Advisors…140,045$13.4M0.5%+8,54013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV139,926$13.4M2.22%-5,71313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.139,081$13.3M0.11%+7,14613F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND138,618$13.3M0.14%+12,52913F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO138,590$13.3M0.52%-1,49013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…138,398$13.2M0.05%-1,89413F-HRTimeline
Independent Advisor Alliance137,163$13.1M0.31%+7,90113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC135,332$13M0.84%+1,72913F-HRTimeline
BLAIR WILLIAM & CO/IL134,778$12.9M0.03%+3,53013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.134,208$12.8M1.33%+1,52913F-HRTimeline
Farther Finance Advisors, LLC133,520$12.8M0.1%+6,46213F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC133,258$12.8M0.14%-6,88913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP132,949$12.7M0.45%+40113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…132,245$12.7M0.04%+2,01813F-HRTimelineGroup
St. Louis Trust Co3,500$12.5M1.52%013F-HRTimeline
PINNACLE ASSOCIATES LTD130,520$12.5M0.14%+1,50313F-HRTimeline
DAVENPORT & Co LLC126,554$12.1M0.06%-7,81613F-HRTimeline
Rafferty Asset Management, LLC124,515$11.9M0.03%+35,40113F-HRTimeline
UniSuper Management Pty Ltd122,164$11.7M0.06%+35,17713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC121,840$11.7M0.01%+17,76113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC121,565$11.6M0.04%-28,50513F-HRTimeline
Advisory Services Network, LLC120,975$11.6M0.13%-42413F-HRTimeline
Metis Global Partners, LLC120,111$11.5M0.26%+2,68413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…119,696$11.5M0.3%+5,28013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…118,573$11.3M0.13%+22713F-HRTimelineGroup
KBC Group NVin group KBC Group NV118,477$11.3M0.02%+14,80213F-HRTimelineGroup
Fisher Asset Management, LLC117,458$11.2M<0.01%-5,18113F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD117,350$11.2M0.02%-1,32413F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…116,162$11.1M0.11%-93513F-HRTimelineGroup
Capital Innovations LLC115,871$11.1M2.88%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP115,736$11.1M0.05%+1,14213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…115,357$11M0.09%+6,12813F-HRTimelineGroup
Fairvoy Private Wealth, LLC115,261$11M2.23%+13813F-HRTimeline
IFG Advisory, LLC114,679$11M0.38%+112,89413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding114,370$10.9M+2,042Timeline
Merit Financial Group, LLC114,295$10.9M0.07%+11,36913F-HR/ATimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.114,388$10.9M0.07%-23,23613F-HRTimeline
Keel Point, LLC114,238$10.9M0.65%+56713F-HRTimeline
Atria Investments, Inc113,465$10.9M0.11%+9,09813F-HRTimeline
RFG Advisory, LLC112,668$10.8M0.17%+5,80013F-HRTimeline
Sequoia Financial Advisors, LLC112,262$10.7M0.05%+4,28713F-HRTimeline
Visionary Wealth Advisors112,104$10.7M0.42%+5,20813F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A111,990$10.7M0.03%+60,73113F-HRTimelineGroup
State of Alaska, Department of Revenue110,455$10.6M0.1%-1,02613F-HRTimeline
ARS Wealth Advisors Group, LLC110,226$10.5M0.83%+2,11713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…109,666$10.5M0.3%+15,73113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC109,458$10.5M0.39%+9,47713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp109,291$10.5M0.25%+24313F-HRTimelineGroup
Cornerstone Wealth Group, LLC108,936$10.4M0.62%+4,49313F-HRTimeline
ROCKLAND TRUST CO108,723$10.4M0.41%+1,38713F-HRTimeline
Nykredit A/Sin group Nykredit A/S108,591$10.4M0.03%13F-HRTimelineGroup
D.A. DAVIDSON & CO.107,859$10.3M0.06%+1,31213F-HRTimeline
Sagefield Capital LPin group Sagefield Capital LP107,785$10.3M0.76%+85,50013F-HRTimelineGroup
RWC Asset Management LLPin group RWC ASSET ADVISORS (US) LLC107,737$10.3M0.39%-1,61513F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC107,541$10.3M0.38%+1813F-HRTimeline
Foster Victor Wealth Advisors, LLC105,818$10.2M0.53%+7,16813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC105,995$10.1M0.82%+1,50213F-HRTimeline
Azimuth Capital Investment Management L…104,184$9.97M0.34%-3,03413F-HRTimeline
Mayflower Financial Advisors, LLC103,571$9.91M0.86%+100,41713F-HRTimeline
CULLINAN ASSOCIATES INC102,972$9.86M0.74%-31213F-HRTimeline
ADVOCATE GROUP LLC101,592$9.72M1.46%+15,77213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC101,126$9.68M0.25%-213F-HRTimelineGroup
Principle Wealth Partners LLC100,553$9.62M0.48%+64913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,730$9.55M0.02%+3,23113F-HRTimelineGroup
Integrated Wealth Concepts LLC99,493$9.52M0.05%+20,55913F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…98,824$9.46M0.29%new13F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding98,432$9.42M-3,364Timeline
FIL Ltdin group FIL Ltd98,405$9.42M0.01%+2,34513F-HRTimelineGroup
Windle Wealth, LLC98,225$9.4M3.78%+2,90713F-HRTimeline
AM INVESTMENT STRATEGIES LLC97,708$9.35M1.8%-16313F-HRTimeline
HARBOUR INVESTMENTS, INC.96,869$9.27M0.12%-7,15813F-HRTimeline
Arax Advisory Partners94,918$9.09M0.06%+88,74813F-HRTimeline
Ilex Capital Partners (UK) LLP94,864$9.08M0.19%new13F-HRTimeline
Beacon Pointe Advisors, LLC94,275$9.02M0.04%-2,72613F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…93,516$8.95M0.27%+39,40613F-HRTimeline
Summit Financial, LLC93,428$8.94M0.1%+7,41613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC93,411$8.94M0.17%+11,40713F-HRTimeline
First Fiduciary Investment Counsel, Inc.93,367$8.94M1.69%+27,62613F-HRTimeline
Lifeworks Advisors, LLC92,809$8.88M0.93%+10,49013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA92,115$8.82M0.04%-17413F-HRTimelineGroup
Fiduciary Group, LLC90,779$8.69M0.68%-3,50913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC90,336$8.65M0.06%-1,87713F-HRTimelineGroup
Chronos Wealth Management, LLC90,154$8.63M3.83%+2,19913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC89,734$8.59M0.15%-2,26913F-HRTimeline
Dynamic Advisor Solutions LLC89,321$8.55M0.24%-6,56713F-HRTimeline
Gulf International Bank (UK) Ltd89,210$8.54M0.17%+4,05813F-HRTimeline
Osmosis Investment Management UK Ltd89,127$8.53M0.4%-191,04013F-HRTimeline
Thomasville National Bank88,204$8.44M0.46%13F-HRTimeline
Blue Trust, Inc.87,376$8.36M0.09%+1013F-HRTimeline
Private Advisor Group, LLC86,588$8.29M0.04%-14,01213F-HRTimeline
Sound View Wealth Advisors Group, LLC86,522$8.28M0.51%-3,11013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…85,856$8.22M0.06%013F-HRTimeline
Sky Investment Group LLC85,563$8.19M1.29%+4813F-HRTimeline
Trajan Wealth LLC85,436$8.18M0.31%+26,89213F-HRTimeline
TD Waterhouse Canada Inc.84,741$8.07M0.02%+2,15313F-HRTimeline
Vise Technologies, Inc.84,267$8.07M0.09%+40,53813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,999$8.04M0.05%-7,21513F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd82,851$7.93M0.07%-29,92913F-HRTimelineGroup
Pacer Advisors, Inc.82,828$7.93M0.02%+14,26813F-HRTimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLC82,800$7.92M0.03%+36,80013F-HRTimeline
ALERUS FINANCIAL NA82,226$7.87M0.34%-27,67113F-HRTimeline
OMERS ADMINISTRATION Corp82,207$7.87M0.05%+31,57913F-HRTimeline
Simmons Bankin group Simmons Bank81,775$7.83M0.45%+5613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…81,604$7.81M0.04%-1,14713F-HRTimelineGroup
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…81,463$7.8M0.06%+3,16313F-HRTimeline
Parkside Investments, LLC81,310$7.78M0.86%+83013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC81,173$7.77M0.06%+7,73613F-HRTimelineGroup
EVENTIDE ASSET MANAGEMENT, LLC80,367$7.74M0.1%+9,93413F-HRTimeline
CUSHING ASSET MANAGEMENT, LP dba NXG IN…80,000$7.66M0.34%+35,00013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …79,866$7.64M0.1%+1,32513F-HRTimelineGroup
CENTRAL TRUST Co79,471$7.61M0.14%-1,28413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding79,449$7.6M-1,756Timeline
Saudi Central Bank78,911$7.55M0.1%+38,26813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT78,838$7.55M0.45%-16713F-HRTimeline
Aull & Monroe Investment Management Corp78,384$7.5M3.14%+31013F-HRTimeline
J.W. COLE ADVISORS, INC.78,168$7.48M0.13%new13F-HRTimeline
ALPS ADVISORS INC77,977$7.46M0.03%+59,16613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP77,975$7.46M0.07%-28,10113F-HRTimelineGroup
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS77,759$7.44M0.06%+27,89613F-HRTimelineGroup
Marietta Wealth Management, LLC77,714$7.44M0.77%+3,22513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC77,465$7.41M0.46%+73813F-HRTimeline
ALBION FINANCIAL GROUP /UT76,979$7.37M0.43%+64413F-HRTimeline
Advisors Asset Management, Inc.76,871$7.36M0.11%+5,58813F-HRTimeline
Coston, McIsaac & Partners76,737$7.34M1.48%+2,01113F-HRTimeline
SummitTX Capital, L.P.76,665$7.34M0.19%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.76,426$7.31M0.07%+9,48913F-HRTimeline
Prospera Financial Services Inc75,197$7.2M0.1%-2,66213F-HRTimeline
Edgemoor Investment Advisors, Inc.75,202$7.2M0.49%-67213F-HRTimeline
CITY HOLDING CO75,121$7.19M0.81%-2,38613F-HRTimeline
Argent Trust Co74,701$7.15M0.21%+84713F-HRTimeline
Freestone Grove Partners LP74,550$7.14M0.05%new13F-HRTimeline
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO74,294$7.11M0.01%-23,47613F-HRTimelineGroup
BFSG, LLC74,241$7.11M0.63%+30513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC74,037$7.09M0.29%+2,28213F-HRTimeline
Federation des caisses Desjardins du Qu…73,996$7.08M0.02%+18,18313F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …73,527$7.08M0.01%+6,40413F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.73,433$7.03M0.15%-12213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.73,180$7M0.92%+11613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC72,692$6.96M0.85%+5,30513F-HRTimeline
RiverFront Investment Group, LLC72,559$6.94M0.09%+36,50713F-HRTimeline
Telos Capital Management, Inc.72,511$6.94M0.61%+1,63913F-HRTimeline
Towne Trust Company, N.A71,817$6.87M2.09%+1,10913F-HRTimeline
First PREMIER Bank71,467$6.84M1.11%-5,99613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.71,147$6.81M0.09%+97213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Empowered Funds, LLC70,759$6.77M0.04%+4,12813F-HRTimeline