SEC 13F Intelligence

Franklin Resources Inc / SO

Franklin Resources Inc’s Southern Co Position

Does Franklin Resources Inc own Southern Co (SO)? Yes — 16.81M shares worth $1.6B (+0.40% of its 13F portfolio) as of Q1 2026, up from 15.34M shares the prior filed quarter.

Position Value
$1.6B
Q1 2026
Shares
16.81M
% of Portfolio
+0.40%
Quarters Held
25
currently held

Position History SO

Reported value by quarter
Q1 ’20: $1.5BQ1 ’20Q2 ’20: $1.5BQ3 ’20: $1.5BQ4 ’20: $2.0BQ1 ’21: $1.9BQ1 ’21Q2 ’21: $1.7BQ3 ’21: $1.8BQ4 ’21: $2.0BQ1 ’22: $1.7BQ1 ’22Q2 ’22: $1.2BQ3 ’22: $1.0BQ4 ’22: $1.1BQ1 ’23: $1.1BQ1 ’23Q2 ’23: $1.1BQ3 ’23: $1.0BQ4 ’23: $1.1BQ1 ’24: $1.2BQ1 ’24Q2 ’24: $1.3BQ3 ’24: $1.3BQ4 ’24: $1.2BQ1 ’25: $1.4BQ1 ’25Q2 ’25: $1.3BQ3 ’25: $1.3BQ4 ’25: $1.3BQ1 ’26: $1.6BQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.81M$1.6B+0.40%
Q4 202515.34M$1.3B+0.33%
Q3 202513.96M$1.3B+0.33%
Q2 202514.02M$1.3B+0.34%
Q1 202514.95M$1.4B+0.40%
Q4 202414.10M$1.2B+0.32%
Q3 202414.15M$1.3B+0.36%
Q2 202416.31M$1.3B+0.39%
Q1 202416.93M$1.2B+0.38%
Q4 202315.66M$1.1B+0.51%
Q3 202315.68M$1.0B+0.52%
Q2 202316.07M$1.1B+0.54%
Q1 202315.43M$1.1B+0.54%
Q4 202215.08M$1.1B+0.56%
Q3 202214.94M$1.0B+0.55%
Q2 202216.47M$1.2B+0.58%
Q1 202223.74M$1.7B+0.69%
Q4 202128.62M$2.0B+0.71%
Q3 202129.76M$1.8B+0.69%
Q2 202128.58M$1.7B+0.66%
Q1 202130.91M$1.9B+0.78%
Q4 202032.06M$2.0B+0.83%
Q3 202027.85M$1.5B+0.73%
Q2 202026.66M$1.5B+0.77%
Q1 202027.07M$1.5B+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Franklin Resources Inc’s full portfolio or all institutional holders of SO.