Form 13-F position report

* SOUTHERN CO

Reported by GWN SECURITIES INC

Company profile Manager portfolio Source filing
SO CUSIP 842587107 Manager CIK 0001265905
Latest reported change

Reported 45,722 shares, down 46,814 (50.6%) from the prior quarter.

Reported value -49.0%; share count -50.6% vs. the prior quarter.

Reduced
% of reported 13F value 1.01% This manager · Q3 2025
Shares 45,722 Quarter-end amount reported
Reported value $4,348,384 Fair value at quarter end
Consecutive quarters held 4 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 42,874 -3,244 (-7.0%) 0.69% $4,103,491 2026-08-05
Q1 2026 Reduced 46,118 -2,101 (-4.4%) 0.85% $4,451,387 2026-05-15
Q4 2025 Added 48,219 +2,497 (5.5%) 0.85% $4,204,707 2026-02-11
Q3 2025 Reduced 45,722 -46,814 (-50.6%) 1.01% $4,348,384 2025-10-27
Q2 2025 Reduced 92,536 -65,215 (-41.3%) 1.58% $8,534,515 2025-08-01
Q1 2025 Added 157,751 +125,549 (389.9%) 0.77% $13,729,496 2025-05-15
Q4 2024 New 32,202 +32,202 (0.0%) 0.72% $2,687,848 2025-02-10
Institutional context

Who else reported the position

2323 managers reported * SOUTHERN CO for Q3 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 106,414,323 +510,080 0.15% $10,084,885,391 50 qtrs
BlackRock Inc Reduced 86,817,041 -357,079 0.14% $8,227,650,909 5 qtrs
JPMorgan Chase & Co Added 69,819,768 +855,742 0.4% $6,616,819,606 50 qtrs
STATE STREET CORPORATION Added 59,124,923 +8,388 0.19% $5,603,268,953 50 qtrs
Capital World Investors Added 33,548,852 +25,567,431 0.43% $3,179,424,704 2 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 29,023,250 +11,496,694 0.29% $2,750,536,000 50 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 26,874,265 +867,346 0.16% $2,548,592,421 50 qtrs
FMR LLC Reduced 24,505,290 -236,174 0.12% $2,322,366,383 50 qtrs
MASSACHUSETTS FINANCIAL SERVICES CO MA Reduced 19,810,199 -521,648 0.58% $1,877,412,561 33 qtrs
Capital International Investors Reduced 19,656,303 -6,234,937 0.3% $1,862,566,203 10 qtrs
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Filing details and methodology As reported
Report period
September 30, 2025
Filed
October 27, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
45,722
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.