The Southern Company ownership filing shows JPMorgan Chase & Co. beneficially owns 41,304,187 shares of Common Stock, representing 3.7% of the class as reported.
The filing states JPMorgan has sole voting power for 33,147,611 shares, shared voting power for 714,544 shares, sole dispositive power for 40,679,659 shares and shared dispositive power for 616,228. Several JPMorgan affiliates and trusts are identified as holders of the reported position.
Positive
None.
Negative
None.
Insights
JPMorgan reports a 3.7% beneficial stake in The Southern Company.
JPMorgan Chase & Co. is listed as beneficial owner of 41,304,187 shares with substantive sole voting and sole dispositive powers. The schedule names multiple JPMorgan affiliates and custodial entities as related holders.
Because this is a Section 13 filing updating ownership, it documents position size and control attributes; the filing does not state any transactions, sale plans, or cash‑flow treatment.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 2)
The Southern Company
(Name of Issuer)
Common Stock, par value $5 per share
(Title of Class of Securities)
02/27/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP Number(s):
1
Names of Reporting Persons
JPMORGAN CHASE & CO.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
33,147,611.00
6
Shared Voting Power
714,544.00
7
Sole Dispositive Power
40,679,659.00
8
Shared Dispositive Power
616,228.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
41,304,187.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.7 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
The Southern Company
(b)
Address of issuer's principal executive offices:
30 Ivan Allen Jr. Boulevard N.W. Atlanta GA 30308
Item 2.
(a)
Name of person filing:
JPMORGAN CHASE & CO.
(b)
Address or principal business office or, if none, residence:
270 Park Avenue,,New York, NY 10017
(c)
Citizenship:
DE
(d)
Title of class of securities:
Common Stock, par value $5 per share
(e)
CUSIP No.:
842587107
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
41304187
(b)
Percent of class:
3.7 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
33147611
(ii) Shared power to vote or to direct the vote:
714544
(iii) Sole power to dispose or to direct the disposition of:
40679659
(iv) Shared power to dispose or to direct the disposition of:
616228
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
J.P. Morgan Trust Company of Delaware;
J.P. Morgan Securities LLC;
JPMorgan Chase Bank, National Association;
JPMorgan Asset Management (UK) Limited;
J.P. MORGAN SE;
J.P. Morgan (Suisse) SA;
JPMorgan Asset Management Holdings Inc.;
J.P. Morgan Investment Management Inc.;
J.P. Morgan Mansart Management Limited;
J.P. Morgan Private Investments Inc.;
JPMorgan Asset Management (China) Company Limited;
J.P. Morgan Wealth Management Solutions Inc.;
55I, LLC
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
How many Southern Company (SO) shares does JPMorgan beneficially own?
JPMorgan beneficially owns 41,304,187 shares of Southern Company common stock, equal to 3.7% of the class as reported in the filing.
What voting and dispositive powers does JPMorgan report for SO shares?
The filing lists sole voting power for 33,147,611 shares, shared voting power for 714,544, sole dispositive power for 40,679,659, and shared dispositive power for 616,228 shares.
Which JPMorgan entities are identified in the Southern Company 13G/A?
The schedule names affiliates including J.P. Morgan Trust Company of Delaware, J.P. Morgan Securities LLC, JPMorgan Asset Management entities, and others as holders or related subsidiaries.
Does the filing indicate JPMorgan plans to sell or acquire more SO shares?
The filing updates ownership figures and lists affiliated holders; it does not disclose any planned sales, purchases, or the cash‑flow treatment of the position.
What percent of Southern Company does JPMorgan own according to this filing?
JPMorgan beneficially owns 3.7% of Southern Company common stock, as stated in the filing's ownership section.
