SO
Common Stock

Southern Company

As of Jun 30, 2026 CUSIP 842587107
Institutional Holders
2,318
Total Held Value
$79.64B
Total Exact Shares
835.61M
Largest Holder
BlackRock
92.99M shares • $8.90B
Reported Holders2,318
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 BlackRock $8.90B 0.1% +2.9% 92.99M Jun 30, 2026
2 Vanguard Capital Management $7.05B 0.2% +3.0% 73.67M Jun 30, 2026
3 State Street $6.20B 0.2% +2.9% 64.81M Jun 30, 2026
4 Capital World Investors $5.98B 0.7% +11.2% 62.52M Jun 30, 2026
5 T. Rowe Price Associates $4.44B 0.4% +27.4% 46.42M Jun 30, 2026
6 JPMorgan Chase $3.17B 0.2% -24.4% 32.78M Jun 30, 2026
7 Geode Capital Management $2.82B 0.2% +3.4% 29.32M Jun 30, 2026
8 Vanguard Portfolio Management $2.59B 0.1% +3.4% 27.02M Jun 30, 2026
9 Fidelity (FMR) $2.16B 0.1% -1.5% 22.54M Jun 30, 2026
10 Franklin Resources $1.59B 0.3% -1.5% 16.56M Jun 30, 2026
11 Goldman Sachs Group $1.40B 0.1% +149.6% 14.58M Jun 30, 2026
12 Norges Bank $1.37B 0.1% — 14.36M — Jun 30, 2026
13 Massachusetts Financial Services $1.32B 0.4% -11.3% 13.83M Jun 30, 2026
14 Morgan Stanley $1.30B 0.1% +4.8% 13.54M Jun 30, 2026
15 Northern Trust $933.7M 0.1% -0.7% 9.76M Jun 30, 2026
16 Ameriprise Financial $915.8M 0.2% +1.4% 9.57M Jun 30, 2026
17 Royal Bank of Canada $834.7M 0.1% -0.4% 8.72M Jun 30, 2026
18 Bank of America $803.2M 0.1% +0.1% 8.39M Jun 30, 2026
19 Legal & General Group $737.3M 0.2% -1.9% 7.70M Jun 30, 2026
20 Charles Schwab Investment Management $707.0M 0.1% +3.9% 7.39M Jun 30, 2026
Exited in Latest Filing159
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.