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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 2026-11-07T14:03:26.246Z

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2026-11-032026-11-02Kim Matthew M.S100Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-02 and its public availability date is 2026-11-03. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-445141 ↗SEC 0001193125-26-413946 ↗SEC 0001193125-26-413945 ↗

Recent Form 4 activity

Inspect all 17 displayed rows: Recent Form 4 activity

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2026-11-032026-11-02Kim Matthew M.S100Not reported
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

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

Recent institutional filing receipts

Inspect all 50 displayed rows: 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

No matching Congressional transactions were returned in this source preview.

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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.