Southern Co

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Southern Co
TickerSO
CIK #0000092122
CUSIP842587107
SectorEnergy & Transportation - Electric Services
Address30 Ivan Allen Jr Blvd, NW, Atlanta, GA 30308
Source [EDGAR]
CIK Filing 2011 - 2026
[0000092122] 10-K
[0000092122] 10-Q
[0000092122] 3
[0000092122] 4
[0000092122] 5
[0000092122] 8-K
[0000092122] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Capital World Investors Southern Co [2026-05-14] 0.0
Vanguard Capital Management LLC Southern Co [2026-04-30] 0.0
JPMorgan Chase & Co Southern Co [2025-02-10] 0.0
Price T Rowe Associates Inc /MD/ Southern Co [2024-02-14] 2.7
Price T Rowe Associates Inc /MD/ Southern Co [2023-02-14] 5.5
State Street Corp Southern Co [2020-02-14] 5.46
State Street Corp Southern Co [2015-02-12] 5.1
Vanguard Group Inc Southern Co [2014-02-11] 5.01
State Street Corp Southern Co [2013-02-12] 4.8
State Street Corp Southern Co [2012-02-09] 5.0
Form 3/4/5 Filer 2011 - 2026
Southern Co
Earley Anthony F Jr
Akella Janaki
Johns John D
Svinicki Kristine L
Thomas Lizanne
Turner John M JR
Grain David J
Meador David E
Smith William G Jr
Cooper Shantella E
Etheredge James O
Kim Matthew M
Sena Peter P III
Womack Christopher C
Klein Dale E
James Donald M
Greene Kimberly S
Connally Stan W
Cummiskey Christopher
Spainhour Sterling A Jr
Drake Sloane N
Cherry Pedro P
Poroch David P
Kerr II James Y
Anderson Bryan D
Peoples James Jeffrey
Clark Henry A III
Davis Martin Bernard
Tucker Daniel S
Wilson Anthony L
Wood E Jenner III
Moniz Ernest J
Kuczynski Stephen E
Honorable Colette D
Fanning Thomas A
Daiss Ann P
Baranco Juanita P
Crosswhite Mark A
Boscia Jon A
Specker Steven R
Evans Andrew W
Bowers William P
Lantrip Mark
Thompson Larry D
Hagen Veronica M
Hudson Linda P
Hood Warren A Jr
Beattie Art P
Sykes Nancy E
Holland G Edison
Habermeyer H William Jr
McCrary Charles D
Story Susan N
Hinson W Ron
Day Ed VI
Topazi Anthony J
Purcell J Neal
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Greene Kimberly S
Southern Company Common Stock
2026-03-30 Sell 25,000 $96.67 2,416,750
Cummiskey Christopher
Southern Company Common Stock
2026-03-19 Sell 6,669 $96.55 643,892
Connally Stan W
Southern Company Common Stock
2026-03-18 Sell 12,500 $97.13 1,214,125
Drake Sloane N
Performance Restricted Stock Units Holding · derivative
2026-03-08 Option exercise 1,275 $0.00
Drake Sloane N
Southern Company Common Stock
2026-03-08 Option exercise 1,420 $0.00
Drake Sloane N
Southern Company Common Stock
2026-03-08 Tax withheld 633 $97.48 61,705
Spainhour Sterling A Jr
Southern Company Common Stock
2026-03-06 Discretionary 6,330.01 $97.64 618,062
Earley Anthony F Jr
Southern Company Common Stock Holding
2026-02-26 Gift 15,000 $0.00
Kim Matthew M
Southern Company Common Stock
2026-02-24 Sell 5,123 $95.15 487,453
Womack Christopher C
Southern Company Common Stock
2026-02-16 Tax withheld 6,772 $90.86 615,304
Womack Christopher C
Performance Restricted Stock Units · derivative
2026-02-16 Option exercise 13,302 $0.00
Womack Christopher C
Southern Company Common Stock
2026-02-16 Grant 62,223 $0.00
Womack Christopher C
Southern Company Common Stock
2026-02-16 Grant 117,327 $0.00
Womack Christopher C
Southern Company Common Stock
2026-02-16 Option exercise 13,751 $0.00
Womack Christopher C
Southern Company Common Stock
2026-02-16 Tax withheld 27,715 $90.86 2,518,185
Womack Christopher C
Southern Company Common Stock
2026-02-16 Tax withheld 52,259 $90.86 4,748,253
Kim Matthew M
Southern Company Common Stock
2026-02-11 Grant 4,450 $0.00
Greene Kimberly S
Southern Company Common Stock
2026-02-11 Tax withheld 1,651 $90.86 150,010
Poroch David P
Southern Company Common Stock
2026-02-11 Tax withheld 2,914 $90.86 264,766
Anderson Bryan D
Southern Company Common Stock
2026-02-11 Option exercise 1,716 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 2,355 751,651,574
2025-12-31 2,269 803,983,434
2025-09-30 2,226 824,305,854
2025-06-30 2,182 759,594,027
2025-03-31 2,215 732,625,720
2024-12-31 2,129 728,854,054
2024-09-30 2,018 774,975,936
2024-06-30 1,897 744,822,577
2024-03-31 1,833 732,183,009
2023-12-31 1,846 692,096,389
2023-09-30 1,715 646,359,170
2023-06-30 1,734 644,198,120
Form 13F Holdings
Firm Period DFND Voting Shares
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 1,796,076 1,796,076
Confluence Investment Management LLC [2026-06-30] SOLE 1,362,192 1,366,140
Portman Square Capital LLP [2026-06-30] SOLE 941,989 941,989
Vaughan Nelson Investment Management LP [2026-06-30] DFND 743,650 745,415
Old Republic International Corp [2026-06-30] SOLE 711,900 711,900
Fort Washington Investment Advisors Inc /OH/ [2026-06-30] SOLE 648,570 651,760
Assenagon Asset Management SA [2026-06-30] SOLE 605,409 605,409
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 50,611 570,498
Czech National Bank [2026-06-30] SOLE 320,873 320,873
Arbejdsmarkedets Tillaegspension [2026-06-30] SOLE 304,100 304,100
Crossmark Global Holdings Inc [2026-06-30] SOLE 302,533 302,533
Hennessy Advisors Inc [2026-06-30] SOLE 263,900 263,900
CWA Asset Management Group LLC [2026-06-30] SOLE 218 218,838
PensionDanmark Pensionsforsikringsaktieselskab [2026-06-30] SOLE 0 192,080
Brookstone Capital Management [2026-06-30] SOLE 0 176,901
Moody Lynn Lieberson & Walker LLC [2026-06-30] SOLE 159,767 159,767
First Horizon Corp [2026-06-30] DFND 140,931 141,327
Bell Bank [2026-06-30] SOLE 139,996 139,996
QRG Capital Management Inc [2026-06-30] SOLE 139,081 139,081
Jamison Private Wealth Management Inc [2026-06-30] SOLE 0 134,208
Farther Finance Advisors LLC [2026-06-30] SOLE 0 133,520
Yousif Capital Management LLC [2026-06-30] SOLE 39,212 133,258
Davenport & Company LLC [2026-06-30] SOLE 114,060 126,554
Fairvoy Private Wealth LLC [2026-06-30] SOLE 0 115,261
RFG Advisory LLC [2026-06-30] SOLE 50 112,668
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 112,262
ARS Wealth Advisors Group LLC [2026-06-30] SOLE 0 110,226
Rockland Trust Co [2026-06-30] SOLE 108,482 108,523
Mayflower Financial Advisors LLC [2026-06-30] SOLE 0 103,571
Advocate Group LLC [2026-06-30] SOLE 0 101,592
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