Capital World Investors Reports 5.6% Stake in The Southern Co.

On May 14, 2026, Capital World Investors (CWI) filed a Schedule 13G indicating a new substantial position in The Southern Co. (SO). As of the event date on March 31, 2026, CWI reported beneficial ownership of 63,022,016 shares, representing a 5.6% stake in the company. This position includes 11,846,675 convertible preferred stocks (equivalent to 6,359,295 common shares) and 114,000 corporate convertible/exchangeable debts (equivalent to 1,233 common shares). Capital World Investors, a division of Capital Research and Management Company (CRMC), holds sole dispositive power over the entire 63,022,016 share position and sole voting power over 62,527,269 shares. The filing indicates that the securities were acquired in the ordinary course of business and not for the purpose of influencing or changing the control of the issuer. This filing marks a significant increase from a previous zero-holding status, establishing CWI as a major institutional shareholder in the Atlanta-based energy provider.