Schedule 13G/A

SO Schedule 13G/A filing by JPMorgan Chase / Asset Management

JPMorgan Chase / Asset Management reported beneficial ownership of 41.3M shares, representing 12% of SOUTHERN CO in this filing.

FiledMar 5, 2026

Ownership dateFeb 27, 2026

Reported shares41.3M

Reported ownership12%

Ownership details

Voting and dispositive power reported in the filing

These figures describe the reporting filer’s disclosed voting and investment authority. They should be read together with the reported share count and percentage.

Sole voting power 33.1M

Shared voting power 40.7M

Sole dispositive power 40.7M

Shared dispositive power 41.3M

Price context

Price dates alongside the ownership filing

Price data provides market context around the disclosure. It does not identify the filer’s actual transaction price.

Close near filing date$97.20as of Mar 5, 2026

Latest tracked price$93.10as of Aug 5, 2026

Source

Original filing and accession

Use the SEC filing as the primary source when you need the complete disclosure, footnotes, exhibits, or reporting-person details.

Reporting filer: JPMorgan Chase / Asset Management
CIK: CIK0000019617
Accession: 0000019617-26-000089
Form: Schedule 13G/A

Open SEC filing View SO ownership history

Read the filing in context

Understand what a Schedule 13 filing does—and does not—tell you.

How to read a Schedule 13G → Does a 13G mean the shares were just bought? → Filing date vs. ownership date →