Southern

SO · NYSE

$90.71+$1.44 (+1.61%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $89.27

Who owns SO

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 38.2% of SO’s shares.

Vanguard Capital Management, LLC6.5%
BlackRock Institutional Trust Company, N.A.6.2%
State Street Investment Management (US)5.7%
Capital World Investors5.5%
Next 6 largest institutions14.2%
All other shareholders61.8%

Top institutional holders of SO
Holder	Shares	% of shares	Change, last filing	Filed
Vanguard Capital Management, LLC	73.67M	6.53%	+2.13M	Jun 30, 2026
BlackRock Institutional Trust Company, N.A.	69.57M	6.17%	+2.91M	Jun 30, 2026
State Street Investment Management (US)	64.81M	5.75%	+1.83M	Jun 30, 2026
Capital World Investors	62.52M	5.55%	+6.28M	Jun 30, 2026
T. Rowe Price Associates, Inc.	44.77M	3.97%	+9.92M	Jun 30, 2026
Geode Capital Management, L.L.C.	29.32M	2.60%	+960.24K	Jun 30, 2026
Vanguard Portfolio Management, LLC	27.02M	2.40%	+886.83K	Jun 30, 2026
JP Morgan Asset Management	22.60M	2.00%	−7.58M	Jun 30, 2026
Fidelity Management & Research Company LLC	19.86M	1.76%	−579.62K	Jun 30, 2026
Franklin Advisers, Inc.	16.44M	1.46%	+15.51K	Jun 30, 2026

Largest mutual fund holders

Top mutual fund holders of SO
Holder	Shares	% of shares	Change, last filing	Filed
Vanguard Total Stock Market Index Fund	35.93M	3.19%	+100.63K	Jul 31, 2026
Vanguard 500 Index Fund	29.60M	2.63%	+310.35K	Jul 31, 2026
American Funds Income Fund of America	23.49M	2.08%	+1.18M	Jun 30, 2026
Utilities Select Sector SPDR Fund	18.68M	1.66%	−59.24K	Aug 31, 2026
iShares Core S&P 500 ETF	15.04M	1.33%	−150.65K	Aug 31, 2026

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $870.61K (9 trades) of SO on the open market, with no buys.

Latest SO insider transactions
Insider	Date	Type	Shares	Price	Value
SMITH WILLIAM G JR	Oct 1, 2026	Award	988	$83.47	$82.47K
Svinicki Kristine L	Oct 1, 2026	Award	539	$83.47	$44.99K
Etheredge James O	Oct 1, 2026	Award	539	$83.47	$44.99K
Akella Janaki	Oct 1, 2026	Award	539	$83.47	$44.99K
Cooper Shantella E.	Oct 1, 2026	Award	539	$83.47	$44.99K
Turner John M JR	Oct 1, 2026	Award	914	$83.47	$76.29K
Thomas Lizanne	Oct 1, 2026	Award	539	$83.47	$44.99K
GRAIN DAVID J	Oct 1, 2026	Award	973	$83.47	$81.22K
JOHNS JOHN D	Oct 1, 2026	Award	539	$83.47	$44.99K
EARLEY ANTHONY F JR	Oct 1, 2026	Award	262	$83.47	$21.87K

Congressional trades

Disclosed by members of Congress over the last 12 months

SO trades disclosed by members of Congress
Member	Type	Amount	Traded	Filed
Jared MoskowitzHouse	Purchase	$1K–$15K	Dec 2, 2025	Jan 16, 2026

Short interest

Settled Sep 30, 2026

Shares short: 29.35M
Days to cover: 4.17
% of shares outstanding: 2.60%
Average daily volume: 7.04M
Change since last report: +1.3%

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