Public ownership evidence

The Southern Company (SO) Ownership Disclosures

Read SO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

The Southern Company: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-05
Trade date
2026-10-01
Reporting owners
Akella Janaki
Code
A
Shares
539.12
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001193125-26-413946
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-10-052026-10-01Akella JanakiA539.12Not reported
2026-10-052026-10-01Cooper Shantella E.A539.12Not reported
2026-10-052026-10-01Etheredge James OA539.12Not reported
2026-10-052026-10-01JOHNS JOHN DA539.12Not reported
2026-10-052026-10-01GRAIN DAVID JA973.4Not reported
2026-10-052026-10-01SMITH WILLIAM G JRA988.38Not reported
2026-10-052026-10-01Svinicki Kristine LA539.12Not reported
2026-10-052026-10-01MEADOR DAVID EA913.5Not reported
2026-10-052026-10-01Turner John M JRA913.5Not reported
2026-10-052026-10-01Thomas LizanneA539.12Not reported
2026-10-052026-10-01EARLEY ANTHONY F JRA262.07Not reported
2026-10-052026-10-01EARLEY ANTHONY F JRA539.12Not reported
2026-10-012026-10-01Kim Matthew M.S100Not reported
2026-09-052026-09-03Sena Peter P IIIS4,266Not reported
2026-09-052026-09-03Kim Matthew M.S1,400Not reported
2026-09-042026-09-01Kim Matthew M.S100Not reported
2026-08-082026-08-06Spainhour Sterling A Jr.S3,333Not reported
2026-08-052026-08-03Kim Matthew M.S100Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29394$37,710None
Cornerstone Financial Management LLC2026-03-312026-08-29360$34,747None
Cornerstone Financial Management LLC2025-12-312026-08-29304$26,509None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2930,659$2,819,119Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2966,478$6,112,642None
Advisors Asset Management, Inc.2021-12-312026-08-2859,687$4,093,334None
Advisors Asset Management, Inc.2022-12-312026-08-2867,229$4,800,823None
Advisors Asset Management, Inc.2020-06-302026-08-28221,573$11,488,560None
Advisors Asset Management, Inc.2022-06-302026-08-2862,342$4,446,000None
Advisors Asset Management, Inc.2021-09-302026-08-2861,843$3,832,000None
Corient Private Wealth LP2026-06-302026-08-2827,422$2,624,546None
Corient Private Wealth LP2026-06-302026-08-28215,658$20,640,451None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-284,884$451,510None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282,648$253,440None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,805$270,739None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-284,710$410,712None
Legacy Edge Advisors, LLC2025-09-302026-08-272,729$258,627None
HORAN Wealth, LLC2026-06-302026-08-272,697$258,135None
Principia Wealth Advisory, LLC2026-06-302026-08-27142$13,591None
Principia Wealth Advisory, LLC2026-03-312026-08-2792$8,880None
Advisors Asset Management, Inc.2024-03-312026-08-2752,920$3,796,481None
Advisors Asset Management, Inc.2025-03-312026-08-2751,354$4,722,000None
Advisors Asset Management, Inc.2022-09-302026-08-2761,284$4,167,000None
Advisors Asset Management, Inc.2020-12-312026-08-27112,085$6,885,000None
Advisors Asset Management, Inc.2022-03-312026-08-2762,597$4,538,908None
Advisors Asset Management, Inc.2023-06-302026-08-2773,089$5,134,502None
Advisors Asset Management, Inc.2023-09-302026-08-2766,960$4,333,651None
Advisors Asset Management, Inc.2023-03-312026-08-2772,872$5,070,434None
Advisors Asset Management, Inc.2021-03-312026-08-2799,085$6,159,124None
Advisors Asset Management, Inc.2021-06-302026-08-2791,009$5,507,000None
Advisors Asset Management, Inc.2020-09-302026-08-27169,839$9,208,671None
Advisors Asset Management, Inc.2025-09-302026-08-2762,764$5,948,144None
Advisors Asset Management, Inc.2023-12-312026-08-2761,150$4,287,838None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-272,488$240,142None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-272,488$216,954None
Dakota Wealth Management2025-09-302026-08-27112,459$10,657,694None
Dakota Wealth Management2025-12-312026-08-277,305$637,006None
Dakota Wealth Management2026-03-312026-08-278,506$820,966None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-274,710$454,610None
Groupe la Francaise2026-06-302026-08-263,382$323,691None
Advisors Asset Management, Inc.2019-12-312026-08-26380,307$24,225,556None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-26262,477$25,334,280None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-26343,619$32,887,774None
Advisors Asset Management, Inc.2025-06-302026-08-2558,714$5,391,707None
CYBER HORNET ETFs LLC2026-06-302026-08-253,069$293,734None
Strategic Financial Services, Inc.2026-06-302026-08-252,737$261,958None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,312,265$125,596,883None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25125,596,883$1,312,265,000None
Envision Financial Transparency, LLC2026-06-302026-08-224,821$382,361None
Advisors Asset Management, Inc.2024-09-302026-08-2247,761$4,307,087None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

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Ro Khanna2026-10-082026-09-25purchase$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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