Southern Company Ownership 2024 | Who Owns Southern Company Now?
Institutional Ownership
66.58%
Insider Ownership
0.16%
Retail Ownership
33.26%
Institutional Holders
1.85K
Southern Company Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.21% | 0.15% | 100,763,937 | 674,303 | 0.67% | 7,816,258,593 | Jun 30, 2024 |
| BLACKROCK INC. | 7.10% | 0.14% | 77,690,343 | -14,999 | -0.02% | 6,026,439,880 | Jun 30, 2024 |
| STATE STREET CORP | 5.25% | 0.19% | 57,382,860 | -370,124 | -0.64% | 4,451,188,450,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.65% | 0.25% | 39,919,325 | 9,752,174 | 32.33% | 3,096,542,066 | Jun 30, 2024 |
| FMR LLC | 2.78% | 0.15% | 30,394,199 | -2,618,016 | -7.93% | 2,357,678,076 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.63% | 0.46% | 28,822,985 | 4,828,252 | 20.12% | 2,235,897,781 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.36% | 0.62% | 25,862,372 | -453,941 | -1.72% | 2,006,144,197 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.14% | 0.16% | 23,445,571 | 1,264,650 | 5.70% | 1,813,353,825 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.77% | 0.18% | 19,334,181 | -4,553,878 | -19.06% | 1,499,754,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.49% | 0.39% | 16,310,798 | -619,077 | -3.66% | 1,265,228,631 | Jun 30, 2024 |
| GQG PARTNERS LLC | 1.25% | 1.61% | 13,679,017 | 13,679,017 | 100.00% | 1,061,081,358 | Jun 30, 2024 |
| MORGAN STANLEY | 1.02% | 0.07% | 11,147,634 | 43,316 | 0.39% | 864,722,215 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.14% | 10,719,739 | 454,956 | 4.43% | 831,530,154,000 | Jun 30, 2024 |
| NORGES BANK | 0.97% | 0.12% | 10,612,381 | 10,612,381 | 100.00% | 823,202,394 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.97% | 0.18% | 10,573,263 | -31,001 | -0.29% | 820,167,811 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.87% | 0.20% | 9,493,556 | -53,279 | -0.56% | 736,409,834 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.77% | 0.06% | 8,474,457 | 621,050 | 7.91% | 657,363,672 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.69% | 0.18% | 7,541,878 | -1,098,631 | -12.71% | 600,596,741 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.66% | 0.13% | 7,196,412 | 3,705,282 | 106.13% | 558,226,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.65% | 0.10% | 7,096,961 | -114,658 | -1.59% | 550,511,311 | Jun 30, 2024 |
Southern Company's largest institutional shareholder is VANGUARD GROUP INC, holding 9.21% of the company's total share outstanding, currently valued at $7.82B. The top 10 institutional shareholders own together 38.38% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SIGNATURE WEALTH MANAGEMENT GROUP | 0.01% | 4.22% | 124,365 | 3,094 | 2.55% | 9,647,002 | Jun 30, 2024 |
| WINDLE WEALTH, LLC | 0.01% | 4.14% | 87,518 | -2,673 | -2.96% | 6,788,733 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS LTD | 0.16% | 3.94% | 1,738,839 | -660,362 | -27.52% | 134,881,741 | Jun 30, 2024 |
| CARSON ADVISORY INC. | 0.01% | 3.81% | 69,968 | 23 | 0.03% | 5,427,419 | Jun 30, 2024 |
| CHRONOS WEALTH MANAGEMENT, LLC | 0.01% | 3.64% | 84,426 | 483 | 0.58% | 6,548,925 | Jun 30, 2024 |
| AULL & MONROE INVESTMENT MANAGEMENT CORP | 0.01% | 3.22% | 84,885 | -3,596 | -4.06% | 6,584,524 | Jun 30, 2024 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 0.03% | 3.22% | 368,449 | -2,043 | -0.55% | 28,581,000 | Jun 30, 2024 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 0.01% | 3.04% | 117,363 | -2,888 | -2.40% | 9,103,829 | Jun 30, 2024 |
| INSIGHT FOLIOS INC | 0.01% | 2.99% | 93,896 | -245 | -0.26% | 7,283,535 | Jun 30, 2024 |
| WELCH GROUP, LLC | 0.07% | 2.94% | 789,281 | 211 | 0.03% | 61,224,525 | Jun 30, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | 0.00% | 2.94% | 53,690 | -2,243 | -4.01% | 4,164,761 | Jun 30, 2024 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 0.00% | 2.89% | 45,421 | -313 | -0.68% | 3,523,296 | Jun 30, 2024 |
| DDD PARTNERS, LLC | 0.03% | 2.66% | 295,742 | 1,691 | 0.58% | 22,940,707 | Jun 30, 2024 |
| BAUGH & ASSOCIATES, LLC | 0.01% | 2.56% | 61,283 | -2,431 | -3.82% | 4,933,923 | Jun 30, 2024 |
| OLD REPUBLIC INTERNATIONAL CORP | 0.07% | 2.42% | 766,000 | - | - | 59,419,000 | Jun 30, 2024 |
| LUMBARD & KELLNER, LLC | 0.01% | 2.42% | 65,983 | -418 | -0.63% | 5,118,301 | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 0.01% | 2.33% | 77,373 | -3,053 | -3.80% | 6,001,824 | Jun 30, 2024 |
| AMERICAN TRUST INVESTMENT ADVISORS, LLC | 0.01% | 2.29% | 60,782 | 4,637 | 8.26% | 4,714,860 | Jun 30, 2024 |
| NORRIS PERNE & FRENCH LLP/MI | 0.04% | 2.20% | 392,215 | -867 | -0.22% | 30,424,116 | Jun 30, 2024 |
| UNITED BANK | 0.01% | 2.19% | 56,508 | 346 | 0.62% | 4,383,326 | Jun 30, 2024 |
The largest Southern Company shareholder by % of total assets is SIGNATURE WEALTH MANAGEMENT GROUP. The company owns 124.36K shares of Southern Company (SO), representing 4.22% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GQG PARTNERS LLC | 1.25% | 1.61% | 13,679,017 | 13,679,017 | 100.00% | 1,061,081,358 | Jun 30, 2024 |
| NORGES BANK | 0.97% | 0.12% | 10,612,381 | 10,612,381 | 100.00% | 823,202,394 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.65% | 0.25% | 39,919,325 | 9,752,174 | 32.33% | 3,096,542,066 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.63% | 0.46% | 28,822,985 | 4,828,252 | 20.12% | 2,235,897,781 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.66% | 0.13% | 7,196,412 | 3,705,282 | 106.13% | 558,226,000 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.21% | 0.61% | 2,327,976 | 2,080,451 | 840.50% | 180,582,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.14% | 0.16% | 23,445,571 | 1,264,650 | 5.70% | 1,813,353,825 | Jun 30, 2024 |
| UBS GROUP AG | 0.35% | 0.07% | 3,862,491 | 927,187 | 31.59% | 299,613,419 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.08% | 0.06% | 872,373 | 841,435 | 2719.75% | 67,669,974 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.58% | 0.08% | 6,340,820 | 818,139 | 14.81% | 491,857,414 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.43% | 0.11% | 4,758,480 | 685,419 | 16.83% | 369,115,294 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.21% | 0.15% | 100,763,937 | 674,303 | 0.67% | 7,816,258,593 | Jun 30, 2024 |
| SOROBAN CAPITAL PARTNERS LP | 0.06% | 0.73% | 642,679 | 642,679 | 100.00% | 49,852,610 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.77% | 0.06% | 8,474,457 | 621,050 | 7.91% | 657,363,672 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.14% | 0.10% | 1,574,083 | 516,021 | 48.77% | 122,101,618 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.22% | 0.04% | 2,429,980 | 500,000 | 25.91% | 188,493,549 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.14% | 10,719,739 | 454,956 | 4.43% | 831,530,154,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.24% | 0.13% | 2,572,230 | 452,075 | 21.32% | 199,527,844 | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | 0.04% | 0.63% | 457,600 | 375,600 | 458.05% | 35,496,032 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.14% | 336,534 | 319,429 | 1867.46% | 26,104,942 | Jun 30, 2024 |
As of Jun 30 2024, Southern Company's largest institutional buyer is GQG PARTNERS LLC. The company purchased 13.68M stocks of SO, valued at $1.06B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.77% | 0.18% | 19,334,181 | -4,553,878 | -19.06% | 1,499,754,000 | Jun 30, 2024 |
| FMR LLC | 2.78% | 0.15% | 30,394,199 | -2,618,016 | -7.93% | 2,357,678,076 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.06% | 0.05% | 642,776 | -1,620,669 | -71.60% | 49,860,136 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.03% | 0.02% | 276,325 | -1,558,901 | -84.94% | 21,434,531 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.07% | 0.13% | 729,200 | -1,137,200 | -60.93% | 56,564,044 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.69% | 0.18% | 7,541,878 | -1,098,631 | -12.71% | 600,596,741 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.44% | 0.89% | 4,820,366 | -1,070,366 | -18.17% | 373,915,774,000 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.48% | 0.30% | 5,295,081 | -1,054,299 | -16.60% | 410,739,433 | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | 0.29% | 0.45% | 3,164,588 | -694,935 | -18.01% | 245,477,094 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS LTD | 0.16% | 3.94% | 1,738,839 | -660,362 | -27.52% | 134,881,741 | Jun 30, 2024 |
| INVESCO LTD. | 0.41% | 0.07% | 4,505,995 | -640,494 | -12.45% | 349,530,071 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.00% | 0.00% | 26,000 | -637,200 | -96.08% | 2,016,820 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -634,329 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.49% | 0.39% | 16,310,798 | -619,077 | -3.66% | 1,265,228,631 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | - | - | - | -613,265 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -607,651 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.14% | 0.07% | 1,518,960 | -603,885 | -28.45% | 117,809,650 | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | 0.06% | 0.97% | 611,434 | -600,213 | -49.54% | 47,428,935 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.07% | 0.06% | 801,623 | -584,830 | -42.18% | 62,181,896 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.03% | 0.03% | 325,118 | -555,249 | -63.07% | 25,219,400 | Jun 30, 2024 |
As of Jun 30 2024, Southern Company's biggest institutional seller is PRICE T ROWE ASSOCIATES INC /MD/. The company sold -4.55M shares of SO, valued at $1.50B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GQG PARTNERS LLC | 1.25% | 1.61% | 13,679,017 | 13,679,017 | 100.00% | 1,061,081,358 | Jun 30, 2024 |
| NORGES BANK | 0.97% | 0.12% | 10,612,381 | 10,612,381 | 100.00% | 823,202,394 | Jun 30, 2024 |
| SOROBAN CAPITAL PARTNERS LP | 0.06% | 0.73% | 642,679 | 642,679 | 100.00% | 49,852,610 | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | 0.03% | 0.26% | 306,800 | 306,800 | 100.00% | 23,798,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.12% | 270,974 | 270,974 | 100.00% | 21,019,453 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.02% | 0.00% | 232,075 | 232,075 | 100.00% | 6,549,000 | Jun 30, 2024 |
| COVALIS CAPITAL LLP | 0.02% | 2.03% | 192,044 | 192,044 | 100.00% | 14,896,853 | Jun 30, 2024 |
| UBS OCONNOR LLC | 0.02% | 0.92% | 190,300 | 190,300 | 100.00% | 14,761,571 | Jun 30, 2024 |
| KLINGENSTEIN FIELDS & CO LP | 0.01% | 0.44% | 136,961 | 136,961 | 100.00% | 10,624,064 | Jun 30, 2024 |
| SHAOLIN CAPITAL MANAGEMENT LLC | 0.01% | 0.27% | 125,000 | 125,000 | 100.00% | 9,696,250,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.02% | 110,212 | 110,212 | 100.00% | 8,549,145 | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 0.01% | 0.08% | 106,970 | 106,970 | 100.00% | 8,298,000 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.14% | 84,311 | 84,311 | 100.00% | 6,540,004 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.12% | 79,420 | 79,420 | 100.00% | 6,160,609 | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | 0.01% | 0.35% | 64,292 | 64,292 | 100.00% | 4,987,130 | Jun 30, 2024 |
| TREK FINANCIAL, LLC | 0.01% | 0.39% | 62,556 | 62,556 | 100.00% | 4,852,469 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.00% | 0.13% | 48,547 | 48,547 | 100.00% | 3,765,791 | Jun 30, 2024 |
| PARKSIDE INVESTMENTS, LLC | 0.00% | 0.55% | 44,800 | 44,800 | 100.00% | 3,475,136 | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | 0.00% | 0.02% | 40,200 | 40,200 | 100.00% | 3,118,314 | Jun 30, 2024 |
| HODGES CAPITAL MANAGEMENT INC. | 0.00% | 0.21% | 40,018 | 40,018 | 100.00% | 3,104,197 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.03% | 37,893 | 37,893 | 100.00% | 2,939,360 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.08% | 36,800 | 36,800 | 100.00% | 2,854,576 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.34% | 35,025 | 35,025 | 100.00% | 1,080,470 | Jun 30, 2024 |
| STAMOS CAPITAL PARTNERS, L.P. | 0.00% | 0.56% | 34,070 | 34,070 | 100.00% | 2,642,810 | Jun 30, 2024 |
| MARSHALL FINANCIAL GROUP LLC | 0.00% | 0.68% | 31,418 | 31,418 | 100.00% | 2,437,069 | Jun 30, 2024 |
| SHOKER INVESTMENT COUNSEL, INC. | 0.00% | 0.77% | 28,219 | 28,219 | 100.00% | 2,188,948 | Jun 30, 2024 |
| WATERLOO CAPITAL, L.P. | 0.00% | 0.26% | 27,673 | 27,673 | 100.00% | 2,146,605 | Jun 30, 2024 |
| BAROMETER CAPITAL MANAGEMENT INC. | 0.00% | 0.83% | 27,640 | 27,640 | 100.00% | 2,144,035 | Jun 30, 2024 |
| CSS LLC/IL | 0.00% | 0.11% | 26,700 | 26,700 | 100.00% | 2,071,119 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.30% | 26,530 | 26,530 | 100.00% | 2,057,932 | Jun 30, 2024 |
| ADVANCED ASSET MANAGEMENT ADVISORS INC | 0.00% | 0.53% | 25,805 | 25,805 | 100.00% | 2,001,694 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.15% | 23,456 | 23,456 | 100.00% | 1,820,000 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.05% | 22,900 | 22,900 | 100.00% | 1,776,353 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.00% | 0.10% | 19,220 | 19,220 | 100.00% | 1,490,895 | Jun 30, 2024 |
| PRIMORIS WEALTH ADVISORS, LLC | 0.00% | 1.15% | 18,494 | 18,494 | 100.00% | 1,434,590 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.00% | 0.00% | 13,500 | 13,500 | 100.00% | 1,047,195 | Jun 30, 2024 |
| 0.00% | 0.76% | 13,295 | 13,295 | 100.00% | 1,031,293 | Jun 30, 2024 | |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.21% | 12,753 | 12,753 | 100.00% | 989,263 | Jun 30, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.28% | 11,619 | 11,619 | 100.00% | 901,320 | Jun 30, 2024 |
| LIVE OAK INVESTMENT PARTNERS | 0.00% | 0.74% | 11,532 | 11,532 | 100.00% | 894,539 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.00% | 0.02% | 9,990 | 9,990 | 100.00% | 774,925 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.06% | 9,781 | 9,781 | 100.00% | 758,719 | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | 0.00% | 0.04% | 9,608 | 9,608 | 100.00% | 745,293 | Jun 30, 2024 |
| AMG NATIONAL TRUST BANK | 0.00% | 0.02% | 8,328 | 8,328 | 100.00% | 646,004 | Jun 30, 2024 |
| GEOMETRIC WEALTH ADVISORS | 0.00% | 0.13% | 8,004 | 8,004 | 100.00% | 620,870 | Jun 30, 2024 |
| BAADER BANK AKTIENGESELLSCHAFT | 0.00% | 0.04% | 7,974 | 7,974 | 100.00% | 609,415 | Jun 30, 2024 |
| CERTIFIED ADVISORY CORP | 0.00% | 0.08% | 7,787 | 7,787 | 100.00% | 604,065 | Jun 30, 2024 |
| ASSET PLANNING CORPORATION | 0.00% | 0.43% | 7,400 | 7,400 | 100.00% | 574,018 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.07% | 6,853 | 6,853 | 100.00% | 535,000 | Jun 30, 2024 |
| RIVER WEALTH ADVISORS LLC | 0.00% | 0.07% | 6,713 | 6,713 | 100.00% | 520,725 | Jun 30, 2024 |
| FULLERTON FUND MANAGEMENT CO LTD. | 0.00% | 0.02% | 6,661 | 6,661 | 100.00% | 516,694 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.02% | 6,503 | 6,503 | 100.00% | 509,204 | Jun 30, 2024 |
| 0.00% | 0.20% | 6,435 | 6,435 | 100.00% | 499,163 | Jun 30, 2024 | |
| LEGACY ADVISORS, LLC | 0.00% | 0.06% | 6,190 | 6,190 | 100.00% | 480,189 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 6,033 | 6,033 | 100.00% | 467,980 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.24% | 5,862 | 5,862 | 100.00% | 454,715 | Jun 30, 2024 |
| CORDATUS WEALTH MANAGEMENT LLC | 0.00% | 0.17% | 5,813 | 5,813 | 100.00% | 451,000 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.05% | 5,776 | 5,776 | 100.00% | 448,044 | Jun 30, 2024 |
| NAPLES MONEY MANAGEMENT LLC | 0.00% | 0.35% | 5,388 | 5,388 | 100.00% | 414,876 | Jun 30, 2024 |
| PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.03% | 5,369 | 5,369 | 100.00% | 416,453 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.07% | 5,342 | 5,342 | 100.00% | 414,379 | Jun 30, 2024 |
| OXFORD FINANCIAL GROUP LTD | 0.00% | 0.03% | 5,319 | 5,319 | 100.00% | 412,595 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.03% | 5,020 | 5,020 | 100.00% | 389,000 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.07% | 4,908 | 4,908 | 100.00% | 380,714 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.00% | 0.29% | 4,907 | 4,907 | 100.00% | 380,636 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.09% | 4,669 | 4,669 | 100.00% | 378,749 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.14% | 4,398 | 4,398 | 100.00% | 341,153 | Jun 30, 2024 |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 0.00% | 0.07% | 4,291 | 4,291 | 100.00% | 332,804 | Jun 30, 2024 |
| GENTRY PRIVATE WEALTH, LLC | 0.00% | 0.29% | 4,205 | 4,205 | 100.00% | 326,182 | Jun 30, 2024 |
| BLUEPRINT INVESTMENT PARTNERS LLC | 0.00% | 0.07% | 4,003 | 4,003 | 100.00% | 310,513 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 3,926 | 3,926 | 100.00% | 304,540 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.05% | 3,908 | 3,908 | 100.00% | 303,163 | Jun 30, 2024 |
| NARWHAL CAPITAL MANAGEMENT | 0.00% | 0.03% | 3,859 | 3,859 | 100.00% | 299,343 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.02% | 3,850 | 3,850 | 100.00% | 298,645 | Jun 30, 2024 |
| BRASS TAX WEALTH MANAGEMENT, INC | 0.00% | 0.11% | 3,823 | 3,823 | 100.00% | 296,556 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.09% | 3,485 | 3,485 | 100.00% | 270,297 | Jun 30, 2024 |
| BANQUE CANTONALE VAUDOISE | 0.00% | 0.01% | 3,484 | 3,484 | 100.00% | 271,000 | Jun 30, 2024 |
| WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 0.32% | 3,450 | 3,450 | 100.00% | 267,617 | Jun 30, 2024 |
| CENTERSTAR ASSET MANAGEMENT, LLC | 0.00% | 0.07% | 3,387 | 3,387 | 100.00% | 262,340 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.10% | 3,303 | 3,303 | 100.00% | 256,214 | Jun 30, 2024 |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 0.00% | 0.09% | 3,219 | 3,219 | 100.00% | 249,705 | Jun 30, 2024 |
| KEB ASSET MANAGEMENT, LLC | 0.00% | 0.08% | 3,162 | 3,162 | 100.00% | 245,276 | Jun 30, 2024 |
| INVESTMENT PLANNING ADVISORS, INC. | 0.00% | 0.12% | 3,156 | 3,156 | 100.00% | 244,777 | Jun 30, 2024 |
| 0.00% | 0.14% | 3,119 | 3,119 | 100.00% | 241,941 | Jun 30, 2024 | |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.00% | 0.01% | 3,056 | 3,056 | 100.00% | 237,063 | Jun 30, 2024 |
| REVISOR WEALTH MANAGEMENT LLC | 0.00% | 0.16% | 3,000 | 3,000 | 100.00% | 232,710 | Jun 30, 2024 |
| PDS PLANNING, INC | 0.00% | 0.02% | 2,993 | 2,993 | 100.00% | 232,167 | Jun 30, 2024 |
| ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD. | 0.00% | 0.01% | 2,956 | 2,956 | 100.00% | 229,000 | Jun 30, 2024 |
| LUTS & GREENLEIGH GROUP, INC | 0.00% | 0.24% | 2,927 | 2,927 | 100.00% | 227,052 | Jun 30, 2024 |
| JOEL ISAACSON & CO., LLC | 0.00% | 0.01% | 2,922 | 2,922 | 100.00% | 226,692 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.05% | 2,910 | 2,910 | 100.00% | 227,720 | Jun 30, 2024 |
| PARADIGM FINANCIAL PARTNERS, LLC | 0.00% | 0.03% | 2,874 | 2,874 | 100.00% | 222,963 | Jun 30, 2024 |
| STRATEGIC FINANCIAL SERVICES, INC, | 0.00% | 0.01% | 2,839 | 2,839 | 100.00% | 220,221 | Jun 30, 2024 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 0.00% | 0.08% | 2,822 | 2,822 | 100.00% | 218,934 | Jun 30, 2024 |
| OPINICUS CAPITAL, INC. | 0.00% | 0.18% | 2,812 | 2,812 | 100.00% | 218,162 | Jun 30, 2024 |
| HBW ADVISORY SERVICES LLC | 0.00% | 0.04% | 2,809 | 2,809 | 100.00% | 217,866 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.03% | 2,803 | 2,803 | 100.00% | 217,428 | Jun 30, 2024 |
| UNITED ADVISOR GROUP, LLC | 0.00% | 0.07% | 2,795 | 2,795 | 100.00% | 216,808 | Jun 30, 2024 |
| CATALYST FINANCIAL PARTNERS LLC | 0.00% | 0.05% | 2,779 | 2,779 | 100.00% | 215,567 | Jun 30, 2024 |
| PINE HAVEN INVESTMENT COUNSEL, INC | 0.00% | 0.18% | 2,773 | 2,773 | 100.00% | 215,102 | Jun 30, 2024 |
Southern Company's largest new institutional shareholder by number of shares is GQG PARTNERS LLC, purchased 13.68M shares, valued at $1.06B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -634,329 | -100.00% | - | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | - | - | - | -613,265 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -607,651 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -276,233 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -109,438 | -100.00% | - | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | - | - | - | -84,477 | -100.00% | - | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -79,978 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -78,438 | -100.00% | - | Jun 30, 2024 |
| PECONIC PARTNERS LLC | - | - | - | -76,819 | -100.00% | - | Jun 30, 2024 |
| BW GESTAO DE INVESTIMENTOS LTDA. | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -53,900 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -43,987 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -43,926 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -43,158 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT WEALTH MANAGEMENT LLC | - | - | - | -40,854 | -100.00% | - | Jun 30, 2024 |
| CONCENTRIC CAPITAL STRATEGIES, LP | - | - | - | -39,357 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -36,800 | -100.00% | - | Jun 30, 2024 |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | - | - | - | -29,046 | -100.00% | - | Jun 30, 2024 |
| KEENE & ASSOCIATES, INC. | - | - | - | -25,833 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | - | - | - | -22,400 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -21,700 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -21,400 | -100.00% | - | Jun 30, 2024 |
| SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -18,478 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -18,178 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC PLANNING GROUP, LLC | - | - | - | -17,517 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -16,280 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -15,275 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -15,246 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -11,605 | -100.00% | - | Jun 30, 2024 |
| ANDRA AP-FONDEN | - | - | - | -10,900 | -100.00% | - | Jun 30, 2024 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | - | - | - | -8,851 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -8,642 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -8,529 | -100.00% | - | Jun 30, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | - | - | - | -8,100 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -7,423 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -7,394 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -7,000 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -6,652 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -6,385 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -6,278 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -5,798 | -100.00% | - | Jun 30, 2024 |
| JUNCTURE WEALTH STRATEGIES, LLC | - | - | - | -5,766 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -5,548 | -100.00% | - | Jun 30, 2024 |
| BBR PARTNERS, LLC | - | - | - | -5,426 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -5,302 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -5,215 | -100.00% | - | Jun 30, 2024 |
| BEAM WEALTH ADVISORS, INC. | - | - | - | -5,094 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -4,832 | -100.00% | - | Jun 30, 2024 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | - | - | - | -4,664 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
| SIERRA SUMMIT ADVISORS LLC | - | - | - | -4,294 | -100.00% | - | Jun 30, 2024 |
| AVISO WEALTH MANAGEMENT | - | - | - | -4,194 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -4,018 | -100.00% | - | Jun 30, 2024 |
| FRONTIER ASSET MANAGEMENT, LLC | - | - | - | -3,897 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -3,840 | -100.00% | - | Jun 30, 2024 |
| SECOND HALF FINANCIAL PARTNERS, LLC | - | - | - | -3,801 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -3,775 | -100.00% | - | Jun 30, 2024 |
| OAK FAMILY ADVISORS, LLC | - | - | - | -3,638 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -3,439 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -3,399 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -3,380 | -100.00% | - | Jun 30, 2024 |
| HC ADVISORS, LLC | - | - | - | -3,340 | -100.00% | - | Jun 30, 2024 |
| DEAN INVESTMENT ASSOCIATES, LLC | - | - | - | -3,286 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL WEALTH MANAGEMENT | - | - | - | -3,278 | -100.00% | - | Jun 30, 2024 |
| IRONSIDES ASSET ADVISORS, LLC | - | - | - | -3,268 | -100.00% | - | Jun 30, 2024 |
| WEALTHPLAN PARTNERS, LLC | - | - | - | -3,247 | -100.00% | - | Jun 30, 2024 |
| COHO PARTNERS, LTD. | - | - | - | -3,139 | -100.00% | - | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | - | - | - | -3,029 | -100.00% | - | Jun 30, 2024 |
| RENASANT BANK | - | - | - | -2,905 | -100.00% | - | Jun 30, 2024 |
| BANK OF STOCKTON | - | - | - | -2,845 | -100.00% | - | Jun 30, 2024 |
| KEATING INVESTMENT COUNSELORS INC | - | - | - | -2,843 | -100.00% | - | Jun 30, 2024 |
| ARDEN TRUST CO | - | - | - | -2,805 | -100.00% | - | Jun 30, 2024 |
| TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD | - | - | - | -2,370 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -2,300 | -100.00% | - | Jun 30, 2024 |
| GOODWIN INVESTMENT ADVISORY | - | - | - | -1,538 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -1,121 | -100.00% | - | Jun 30, 2024 |
| AVALON TRUST CO | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -522 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -441 | -100.00% | - | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | - | - | - | -352 | -100.00% | - | Jun 30, 2024 |
| CORE WEALTH ADVISORS, INC. | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | - | - | -147 | -100.00% | - | Jun 30, 2024 |
| BELMONT CAPITAL, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Southern Company's largest sold out institutional shareholder by shares sold is POINT72 ASSET MANAGEMENT, L.P., sold -0.63M shares, valued at -, as of undefined.
Southern Company Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HIGHLAND FUNDS II | 118.26% | 1,750,000 | - | - | Dec 31, 2023 |
| NORTH COUNTRY FUNDS | 62.72% | 2,000,000 | - | - | Feb 29, 2024 |
| Virtus Equity & Convertible Income Fund | 2.59% | 5,140,000 | 300,000 | 6.20% | Jan 31, 2024 |
| COPLEY FUND INC /NV/ | 2.58% | 35,000 | - | - | Nov 30, 2022 |
| Virtus Dividend, Interest & Premium Strategy Fund | 2.55% | 6,065,000 | 355,000 | 6.22% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.30% | 1,200,000 | - | - | Mar 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 2.17% | 4,415,000 | 215,000 | 5.12% | Jan 31, 2024 |
| KAVILCO INC/WA/ | 2.02% | 14,730 | 14,730 | - | Mar 31, 2021 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.70% | 1,350,000 | - | - | Dec 29, 2023 |
| Principal Exchange-Traded Funds | 1.48% | 18,095,000 | - | - | Mar 31, 2024 |
| Procure ETF Trust I | 1.47% | 515 | -103 | -16.67% | Jan 31, 2022 |
| Virtus Convertible & Income Fund II | 1.46% | 5,495,000 | 265,000 | 5.07% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.45% | 756,987 | - | - | Mar 31, 2024 |
| Virtus Strategy Trust | 1.45% | 30,620,000 | 30,620,000 | - | Mar 28, 2024 |
| Virtus Strategy Trust | 1.45% | 30,620,000 | - | - | Mar 28, 2024 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.43% | 2,000,000 | - | - | Dec 29, 2023 |
| Virtus Convertible & Income Fund | 1.41% | 6,960,000 | 325,000 | 4.90% | Jan 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 1.39% | 2,838 | - | - | Jan 31, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 1.39% | 725,000 | - | - | Mar 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 1.37% | 100,000 | 100,000 | - | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 1.36% | 5,765,000 | -575,000 | -9.07% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.34% | 700,000 | - | - | Mar 31, 2024 |
| BANCROFT FUND LTD | 1.30% | 1,800,000 | - | - | Dec 29, 2023 |
| Federated Hermes Equity Income Fund, Inc. | 1.28% | 187,775 | 80,836 | 75.59% | Feb 29, 2024 |
| MASSACHUSETTS INVESTORS TRUST | 1.24% | 749,823 | 749,823 | - | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 1.23% | 21,975,000 | - | - | Feb 29, 2024 |
| RIVERPARK FUNDS TRUST | 1.20% | 10,117,000 | - | - | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 1.17% | 1,370,000 | - | - | Mar 28, 2024 |
| DNP SELECT INCOME FUND INC | 1.15% | 9,000,000 | 9,000,000 | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 1.12% | 17,800,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.10% | 575,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.05% | 550,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.97% | 2,024,914 | -323,649 | -13.78% | Feb 29, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.97% | 25,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.90% | 2,506 | 1,429 | 132.68% | May 31, 2022 |
| Nuveen Real Asset Income & Growth Fund | 0.82% | 2,145,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.81% | 12,953,000 | - | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.80% | 2,100,000 | 2,100,000 | - | Mar 31, 2024 |
| REAVES UTILITY INCOME FUND | 0.77% | 677,300 | - | - | Jan 31, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.74% | 1,028,000 | 155,000 | 17.75% | Jan 31, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.74% | 241,000 | - | - | Dec 31, 2023 |
| MFS SERIES TRUST I | 0.74% | 14,350,708 | -649,618 | -4.33% | Feb 29, 2024 |
| Virtus Investment Trust | 0.71% | 24,515,000 | 24,515,000 | - | Mar 28, 2024 |
| Virtus Investment Trust | 0.71% | 24,515,000 | - | - | Mar 28, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.66% | 639,600 | - | - | Feb 29, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.66% | 1,128,243 | - | - | Mar 31, 2024 |
| EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND | 0.66% | 4,320,000 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.63% | 238,747 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.62% | 325,000 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.62% | 56,360 | 45,040 | 397.88% | Feb 29, 2024 |
| MFS SERIES TRUST XVI | 0.62% | 107,000 | - | - | Mar 31, 2024 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.61% | 113,000 | 13,000 | 13.00% | Feb 29, 2024 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 0.59% | 152,600 | -7,650 | -4.77% | Mar 31, 2024 |
| GABELLI UTILITIES FUND | 0.59% | 420,450 | -15,950 | -3.65% | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.57% | 3,100,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Preferred Securities & Income SMA Shares, Inc. | 0.55% | 2,010,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 0.54% | 990,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.54% | 2,369,000 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.54% | 350,000 | - | - | Dec 29, 2023 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.54% | 3,100,000 | - | - | Jan 31, 2024 |
| AMERICAN MUTUAL FUND | 0.54% | 5,015,933 | 141,312 | 2.90% | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 0.54% | 2,615,000 | - | - | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 0.54% | 2,615,000 | 2,615,000 | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.51% | 1,330,000 | - | - | Mar 31, 2024 |
| Nuveen Core Plus Impact Fund | 0.51% | 4,000,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.50% | 2,950,000 | - | - | Feb 29, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.50% | 10,446,917 | 4,796,067 | 84.87% | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.49% | 7,500,000 | - | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.48% | 1,265,000 | - | - | Mar 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.48% | 250,000 | - | - | Jun 30, 2023 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.48% | 2,750,000 | - | - | Jan 31, 2024 |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 0.47% | 137,000 | - | - | Apr 29, 2022 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.46% | 2,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.46% | 2,000,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.45% | 920,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 0.44% | 808,000 | - | - | Jan 31, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.44% | 52,824 | - | - | Mar 31, 2024 |
| Cohen & Steers Real Estate Opportunities & Income Fund | 0.43% | 1,000,000 | - | - | Dec 31, 2023 |
| Nuveen Multi-Market Income Fund | 0.43% | 300,000 | 300,000 | - | Mar 31, 2024 |
| EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND | 0.43% | 2,469,000 | - | - | Jan 31, 2024 |
| Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | 0.43% | 625,000 | - | - | Feb 29, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.42% | 6,740,000 | - | - | Jan 31, 2024 |
| EIP INVESTMENT TRUST | 0.42% | 19,390 | 1,900 | 10.86% | Jan 31, 2024 |
| FLAHERTY & CRUMRINE TOTAL RETURN FUND INC | 0.42% | 900,000 | - | - | Feb 29, 2024 |
| Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | 0.42% | 3,800,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.42% | 217,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 0.41% | 1,380,000 | - | - | Dec 31, 2023 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.40% | 7,150,000 | 7,150,000 | - | Feb 29, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.40% | 1,050,000 | 1,050,000 | - | Mar 31, 2024 |
| Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | 0.39% | 2,010,000 | - | - | Feb 29, 2024 |
| FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC | 0.39% | 675,000 | - | - | Feb 29, 2024 |
Southern Company's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 1.75M shares, compromising 118.26% of its total assets.
Southern Company Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,848 | 0.49% |
| 31 Mar, 24 | 1,839 | -1.13% |
| 31 Dec, 23 | 1,860 | 7.14% |
| 30 Sep, 23 | 1,736 | -0.74% |
| 30 Jun, 23 | 1,749 | 0.63% |
| 31 Mar, 23 | 1,738 | -1.64% |
| 31 Dec, 22 | 1,767 | 4.12% |
| 30 Sep, 22 | 1,697 | -0.82% |
| 30 Jun, 22 | 1,711 | -1.04% |
| 31 Mar, 22 | 1,729 | 2.67% |
| 31 Dec, 21 | 1,684 | 9.92% |
| 30 Sep, 21 | 1,532 | -0.78% |
| 30 Jun, 21 | 1,544 | 1.05% |
| 31 Mar, 21 | 1,528 | -0.13% |
| 31 Dec, 20 | 1,530 | 9.21% |
| 30 Sep, 20 | 1,401 | -1.06% |
| 30 Jun, 20 | 1,416 | 0.71% |
| 31 Mar, 20 | 1,406 | -5.70% |
| 31 Dec, 19 | 1,491 | 9.23% |
| 30 Sep, 19 | 1,365 | 3.57% |
| 30 Jun, 19 | 1,318 | 0.08% |
| 31 Mar, 19 | 1,317 | 4.61% |
| 31 Dec, 18 | 1,259 | 2.78% |
| 30 Sep, 18 | 1,225 | 0.49% |
| 30 Jun, 18 | 1,219 | -1.14% |
| 31 Mar, 18 | 1,233 | -3.14% |
| 31 Dec, 17 | 1,273 | 5.73% |
| 30 Sep, 17 | 1,204 | -0.82% |
| 30 Jun, 17 | 1,214 | -1.78% |
| 31 Mar, 17 | 1,236 | 1.90% |
| 31 Dec, 16 | 1,213 | 3.94% |
| 30 Sep, 16 | 1,167 | -1.44% |
| 30 Jun, 16 | 1,184 | 2.51% |
| 31 Mar, 16 | 1,155 | 5.77% |
| 31 Dec, 15 | 1,092 | 4.70% |
| 30 Sep, 15 | 1,043 | 1.56% |
| 30 Jun, 15 | 1,027 | -3.48% |
| 31 Mar, 15 | 1,064 | -1.85% |
| 31 Dec, 14 | 1,084 | 12.33% |
| 30 Sep, 14 | 965 | -2.43% |
| 30 Jun, 14 | 989 | 4.44% |
| 31 Mar, 14 | 947 | 2.71% |
| 31 Dec, 13 | 922 | 3.36% |
| 30 Sep, 13 | 892 | 1.59% |
| 30 Jun, 13 | 878 | 122.84% |
| 31 Mar, 13 | 394 | 0.51% |
| 31 Dec, 12 | 392 | 5.09% |
| 30 Sep, 12 | 373 | -2.61% |
| 30 Jun, 12 | 383 | 1.59% |
| 31 Mar, 12 | 377 | 2.17% |
| 31 Dec, 11 | 369 | 18.27% |
| 30 Sep, 11 | 312 | 6.48% |
| 30 Jun, 11 | 293 | 1.74% |
| 31 Mar, 11 | 288 | 7.46% |
| 31 Dec, 10 | 268 | 5.51% |
| 30 Sep, 10 | 254 | 5.39% |
| 30 Jun, 10 | 241 | 7.59% |
| 31 Mar, 10 | 224 | 2.75% |
| 31 Dec, 09 | 218 | 4.31% |
| 30 Sep, 09 | 209 | -0.95% |
| 30 Jun, 09 | 211 | 4.98% |
| 31 Mar, 09 | 201 | -11.06% |
| 31 Dec, 08 | 226 | 20.21% |
| 30 Sep, 08 | 188 | 5.62% |
| 30 Jun, 08 | 178 | 6.59% |
| 31 Mar, 08 | 167 | -7.22% |
| 31 Dec, 07 | 180 | 11.11% |
| 30 Sep, 07 | 162 | 1.25% |
| 30 Jun, 07 | 160 | 3.23% |
| 31 Mar, 07 | 155 | -3.73% |
| 31 Dec, 06 | 161 | 10.27% |
| 30 Sep, 06 | 146 | 5.80% |
| 30 Jun, 06 | 138 | -12.10% |
| 31 Mar, 06 | 157 | 4.67% |
| 31 Dec, 05 | 150 | 6.38% |
| 30 Sep, 05 | 141 | 1.44% |
| 30 Jun, 05 | 139 | 6.92% |
| 31 Mar, 05 | 130 | -2.26% |
| 31 Dec, 04 | 133 | 19.82% |
| 30 Sep, 04 | 111 | 4.72% |
| 30 Jun, 04 | 106 | -13.11% |
| 31 Mar, 04 | 122 | 23.23% |
| 31 Dec, 03 | 99 | -3.88% |
| 30 Sep, 03 | 103 | 13.19% |
| 30 Jun, 03 | 91 | 15.19% |
| 31 Mar, 03 | 79 | 1.28% |
| 31 Dec, 02 | 78 | - |
| 30 Sep, 02 | 78 | 8.33% |
| 30 Jun, 02 | 72 | 10.77% |
| 31 Mar, 02 | 65 | 32.65% |
| 31 Dec, 01 | 49 | -18.33% |
| 30 Sep, 01 | 60 | 13.21% |
| 30 Jun, 01 | 53 | -17.19% |
| 31 Mar, 01 | 64 | 10.34% |
| 31 Dec, 00 | 58 | 9.43% |
| 30 Sep, 00 | 53 | -1.85% |
| 30 Jun, 00 | 54 | 12.50% |
| 31 Mar, 00 | 48 | 17.07% |
| 31 Dec, 99 | 41 | -12.77% |
| 30 Sep, 99 | 47 | 4.44% |
| 30 Jun, 99 | 45 | 18.42% |
| 31 Mar, 99 | 38 | 1166.67% |
| 31 Dec, 98 | 3 | - |
As of 30 Jun 24, 1,848 institutions are holding Southern Company's shares, representing an increase of 0.49% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 728,420,627 | 3.87% |
| 31 Mar, 24 | 701,304,799 | 0.43% |
| 31 Dec, 23 | 698,335,002 | 2.37% |
| 30 Sep, 23 | 682,140,124 | -1.47% |
| 30 Jun, 23 | 692,311,996 | -1.08% |
| 31 Mar, 23 | 699,836,689 | 1.95% |
| 31 Dec, 22 | 686,484,026 | 1.60% |
| 30 Sep, 22 | 675,666,294 | 2.34% |
| 30 Jun, 22 | 660,201,525 | 1.24% |
| 31 Mar, 22 | 652,102,233 | 1.92% |
| 31 Dec, 21 | 639,812,700 | 1.49% |
| 30 Sep, 21 | 630,389,285 | -0.19% |
| 30 Jun, 21 | 631,588,528 | 0.19% |
| 31 Mar, 21 | 630,403,391 | 1.64% |
| 31 Dec, 20 | 620,235,389 | 1.22% |
| 30 Sep, 20 | 612,752,318 | 0.07% |
| 30 Jun, 20 | 612,303,487 | -2.39% |
| 31 Mar, 20 | 627,268,336 | -0.41% |
| 31 Dec, 19 | 629,875,433 | 1.30% |
| 30 Sep, 19 | 621,815,695 | 1.69% |
| 30 Jun, 19 | 611,454,244 | 2.66% |
| 31 Mar, 19 | 595,617,155 | 1.48% |
| 31 Dec, 18 | 586,955,229 | -0.26% |
| 30 Sep, 18 | 588,489,093 | 0.06% |
| 30 Jun, 18 | 588,117,833 | 1.52% |
| 31 Mar, 18 | 579,323,336 | 1.71% |
| 31 Dec, 17 | 569,567,205 | 4.34% |
| 30 Sep, 17 | 545,883,146 | 1.05% |
| 30 Jun, 17 | 540,222,810 | -0.57% |
| 31 Mar, 17 | 543,337,266 | 3.56% |
| 31 Dec, 16 | 524,676,668 | 2.34% |
| 30 Sep, 16 | 512,704,934 | 6.48% |
| 30 Jun, 16 | 481,503,777 | 1.91% |
| 31 Mar, 16 | 472,471,283 | 5.07% |
| 31 Dec, 15 | 449,663,390 | -0.67% |
| 30 Sep, 15 | 452,717,085 | -1.25% |
| 30 Jun, 15 | 458,466,094 | 1.66% |
| 31 Mar, 15 | 450,990,613 | -3.13% |
| 31 Dec, 14 | 465,579,027 | 3.35% |
| 30 Sep, 14 | 450,488,912 | 0.95% |
| 30 Jun, 14 | 446,241,878 | 2.88% |
| 31 Mar, 14 | 433,768,935 | 2.72% |
| 31 Dec, 13 | 422,299,932 | 2.37% |
| 30 Sep, 13 | 412,524,634 | 4.21% |
| 30 Jun, 13 | 395,840,093 | 244.79% |
| 31 Mar, 13 | 114,805,072 | -1.66% |
| 31 Dec, 12 | 116,745,547 | -1.85% |
| 30 Sep, 12 | 118,950,889 | -19.96% |
| 30 Jun, 12 | 148,623,182 | 19.89% |
| 31 Mar, 12 | 123,962,931 | -4.64% |
| 31 Dec, 11 | 129,990,885 | 10.25% |
| 30 Sep, 11 | 117,910,366 | -16.76% |
| 30 Jun, 11 | 141,655,052 | -85.47% |
| 31 Mar, 11 | 974,878,468 | 1026.14% |
| 31 Dec, 10 | 86,568,023 | 1.26% |
| 30 Sep, 10 | 85,490,147 | 4.95% |
| 30 Jun, 10 | 81,459,312 | -1.79% |
| 31 Mar, 10 | 82,945,865 | -1.11% |
| 31 Dec, 09 | 83,878,708 | 1.24% |
| 30 Sep, 09 | 82,848,702 | -6.02% |
| 30 Jun, 09 | 88,151,740 | 5.14% |
| 31 Mar, 09 | 83,838,997 | -27.43% |
| 31 Dec, 08 | 115,535,213 | 42.90% |
| 30 Sep, 08 | 80,849,895 | 54.16% |
| 30 Jun, 08 | 52,445,911 | -3.94% |
| 31 Mar, 08 | 54,596,297 | -6.43% |
| 31 Dec, 07 | 58,349,145 | 23.41% |
| 30 Sep, 07 | 47,282,222 | -2.73% |
| 30 Jun, 07 | 48,611,644 | 28.60% |
| 31 Mar, 07 | 37,799,898 | -18.45% |
| 31 Dec, 06 | 46,349,499 | 2.58% |
| 30 Sep, 06 | 45,185,386 | -18.34% |
| 30 Jun, 06 | 55,332,165 | -2.54% |
| 31 Mar, 06 | 56,774,141 | 7.91% |
| 31 Dec, 05 | 52,613,074 | 12.14% |
| 30 Sep, 05 | 46,915,274 | -8.73% |
| 30 Jun, 05 | 51,400,716 | -0.08% |
| 31 Mar, 05 | 51,443,065 | -3.31% |
| 31 Dec, 04 | 53,205,287 | -5.19% |
| 30 Sep, 04 | 56,115,988 | 10.87% |
| 30 Jun, 04 | 50,613,785 | 21.61% |
| 31 Mar, 04 | 41,620,978 | -0.15% |
| 31 Dec, 03 | 41,684,672 | -13.34% |
| 30 Sep, 03 | 48,103,109 | 42.56% |
| 30 Jun, 03 | 33,742,401 | -32.64% |
| 31 Mar, 03 | 50,090,837 | -0.41% |
| 31 Dec, 02 | 50,297,139 | 0.27% |
| 30 Sep, 02 | 50,161,790 | 9.37% |
| 30 Jun, 02 | 45,862,889 | -13.21% |
| 31 Mar, 02 | 52,841,889 | 44.61% |
| 31 Dec, 01 | 36,541,198 | 6.35% |
| 30 Sep, 01 | 34,359,311 | -53.19% |
| 30 Jun, 01 | 73,396,443 | 22.12% |
| 31 Mar, 01 | 60,102,204 | 9.31% |
| 31 Dec, 00 | 54,985,186 | 72.90% |
| 30 Sep, 00 | 31,801,688 | 6.86% |
| 30 Jun, 00 | 29,759,029 | 27.53% |
| 31 Mar, 00 | 23,335,386 | 37.50% |
| 31 Dec, 99 | 16,971,214 | -56.52% |
| 30 Sep, 99 | 39,033,100 | -28.51% |
| 30 Jun, 99 | 54,599,093 | 4.18% |
| 31 Mar, 99 | 52,408,740 | 20282.67% |
| 31 Dec, 98 | 257,124 | - |
Southern Company (SO) has 728.42M shares outstanding as of 30 Jun 24, up 3.87% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 66.58% | 1.62% |
| 31 Mar, 24 | 64.10% | 1.57% |
| 31 Dec, 23 | 63.95% | 1.64% |
| 30 Sep, 23 | 62.47% | 1.55% |
| 30 Jun, 23 | 63.40% | 1.54% |
| 31 Mar, 23 | 64.15% | 1.57% |
| 31 Dec, 22 | 63.86% | 1.64% |
| 30 Sep, 22 | 62.45% | 1.62% |
| 30 Jun, 22 | 61.99% | 1.65% |
| 31 Mar, 22 | 61.35% | 1.69% |
| 31 Dec, 21 | 60.30% | 1.71% |
| 30 Sep, 21 | 59.41% | 1.68% |
| 30 Jun, 21 | 59.53% | 1.68% |
| 31 Mar, 21 | 59.47% | 1.87% |
| 31 Dec, 20 | 56.44% | 1.68% |
| 30 Sep, 20 | 57.92% | 1.73% |
| 30 Jun, 20 | 57.87% | 1.64% |
| 31 Mar, 20 | 59.34% | 1.66% |
| 31 Dec, 19 | 59.87% | 1.70% |
| 30 Sep, 19 | 59.33% | 1.73% |
| 30 Jun, 19 | 58.50% | 1.78% |
| 31 Mar, 19 | 57.38% | 1.73% |
| 31 Dec, 18 | 57.54% | 1.74% |
| 30 Sep, 18 | 57.53% | 1.71% |
| 30 Jun, 18 | 58.00% | 1.77% |
| 31 Mar, 18 | 57.27% | 1.79% |
| 31 Dec, 17 | 56.56% | 1.91% |
| 30 Sep, 17 | 54.42% | 1.86% |
| 30 Jun, 17 | 54.13% | 1.81% |
| 31 Mar, 17 | 54.72% | 1.95% |
| 31 Dec, 16 | 52.99% | 1.91% |
| 30 Sep, 16 | 52.67% | 2.01% |
| 30 Jun, 16 | 51.14% | 1.93% |
| 31 Mar, 16 | 51.45% | 2.11% |
| 31 Dec, 15 | 49.33% | 1.99% |
| 30 Sep, 15 | 49.81% | 1.96% |
| 30 Jun, 15 | 50.47% | 2.05% |
| 31 Mar, 15 | 49.65% | 1.88% |
| 31 Dec, 14 | 51.39% | 2.04% |
| 30 Sep, 14 | 50.17% | 2.02% |
| 30 Jun, 14 | 49.82% | 2.10% |
| 31 Mar, 14 | 48.69% | 2.14% |
| 31 Dec, 13 | 47.72% | 2.16% |
| 30 Sep, 13 | 46.97% | 2.29% |
| 30 Jun, 13 | 45.30% | 26.04% |
| 31 Mar, 13 | 13.19% | 7.29% |
| 31 Dec, 12 | 13.45% | 7.26% |
| 30 Sep, 12 | 13.61% | 4.71% |
| 30 Jun, 12 | 16.99% | 8.34% |
| 31 Mar, 12 | 14.27% | 6.20% |
| 31 Dec, 11 | 15.17% | 8.11% |
| 30 Sep, 11 | 13.68% | 5.01% |
| 30 Jun, 11 | 16.52% | 0.12% |
| 31 Mar, 11 | 114.96% | 108.50% |
| 31 Dec, 10 | 10.29% | 9.84% |
| 30 Sep, 10 | 10.23% | 10.57% |
| 30 Jun, 10 | 9.84% | 9.68% |
| 31 Mar, 10 | 10.08% | 9.42% |
| 31 Dec, 09 | 10.34% | 9.60% |
| 30 Sep, 09 | 10.38% | 8.35% |
| 30 Jun, 09 | 11.15% | 9.65% |
| 31 Mar, 09 | 10.75% | 4.85% |
| 31 Dec, 08 | 14.89% | 13.59% |
| 30 Sep, 08 | 10.46% | 22.51% |
| 30 Jun, 08 | 6.82% | 13.43% |
| 31 Mar, 08 | 7.13% | 12.10% |
| 31 Dec, 07 | 7.67% | 19.74% |
| 30 Sep, 07 | 6.24% | 15.05% |
| 30 Jun, 07 | 6.44% | 25.36% |
| 31 Mar, 07 | 5.04% | 12.95% |
| 31 Dec, 06 | 6.24% | 16.86% |
| 30 Sep, 06 | 6.08% | 10.95% |
| 30 Jun, 06 | 7.45% | 12.74% |
| 31 Mar, 06 | 7.65% | 15.30% |
| 31 Dec, 05 | 7.07% | 17.75% |
| 30 Sep, 05 | 6.31% | 13.33% |
| 30 Jun, 05 | 6.88% | 14.40% |
| 31 Mar, 05 | 6.91% | 13.44% |
| 31 Dec, 04 | 7.17% | 12.45% |
| 30 Sep, 04 | 7.59% | 16.15% |
| 30 Jun, 04 | 6.86% | 21.48% |
| 31 Mar, 04 | 5.65% | 17.19% |
| 31 Dec, 03 | 5.73% | 13.20% |
| 30 Sep, 03 | 6.59% | 30.40% |
| 30 Jun, 03 | 4.66% | 9.59% |
| 31 Mar, 03 | 6.97% | 13.80% |
| 31 Dec, 02 | 7.10% | 14.26% |
| 30 Sep, 02 | 7.06% | 16.74% |
| 30 Jun, 02 | 6.49% | 11.43% |
| 31 Mar, 02 | 7.54% | 26.80% |
| 31 Dec, 01 | 5.30% | 21.49% |
| 30 Sep, 01 | 4.97% | 4.35% |
| 30 Jun, 01 | 10.69% | 13.79% |
| 31 Mar, 01 | 8.81% | 12.72% |
| 31 Dec, 00 | 8.32% | 34.69% |
| 30 Sep, 00 | 4.90% | 23.27% |
| 30 Jun, 00 | 4.59% | 35.94% |
| 31 Mar, 00 | 3.57% | 58.21% |
| 31 Dec, 99 | 2.48% | 7.60% |
| 30 Sep, 99 | 5.71% | 9.33% |
| 30 Jun, 99 | 7.82% | 14.00% |
| 31 Mar, 99 | 7.48% | 549272.90% |
| 31 Dec, 98 | 0.04% | - |
As of 30 Jun 24, Southern Company is held by 66.58% institutional shareholders, representing a 1.62% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 887 | 4.97% |
| 31 Mar, 24 | 845 | -3.32% |
| 31 Dec, 23 | 874 | 13.95% |
| 30 Sep, 23 | 767 | -2.54% |
| 30 Jun, 23 | 787 | -10.97% |
| 31 Mar, 23 | 884 | -5.86% |
| 31 Dec, 22 | 939 | 15.93% |
| 30 Sep, 22 | 810 | 1.38% |
| 30 Jun, 22 | 799 | -3.03% |
| 31 Mar, 22 | 824 | -9.05% |
| 31 Dec, 21 | 906 | 29.43% |
| 30 Sep, 21 | 700 | -6.29% |
| 30 Jun, 21 | 747 | 5.96% |
| 31 Mar, 21 | 705 | -6.25% |
| 31 Dec, 20 | 752 | 21.68% |
| 30 Sep, 20 | 618 | -8.04% |
| 30 Jun, 20 | 672 | 14.87% |
| 31 Mar, 20 | 585 | -15.95% |
| 31 Dec, 19 | 696 | 16.00% |
| 30 Sep, 19 | 600 | -1.80% |
| 30 Jun, 19 | 611 | -4.38% |
| 31 Mar, 19 | 639 | 15.34% |
| 31 Dec, 18 | 554 | 7.57% |
| 30 Sep, 18 | 515 | -2.28% |
| 30 Jun, 18 | 527 | -2.41% |
| 31 Mar, 18 | 540 | -11.48% |
| 31 Dec, 17 | 610 | 19.84% |
| 30 Sep, 17 | 509 | -9.59% |
| 30 Jun, 17 | 563 | -3.10% |
| 31 Mar, 17 | 581 | -3.33% |
| 31 Dec, 16 | 601 | 12.55% |
| 30 Sep, 16 | 534 | -8.56% |
| 30 Jun, 16 | 584 | -3.47% |
| 31 Mar, 16 | 605 | 16.57% |
| 31 Dec, 15 | 519 | 8.58% |
| 30 Sep, 15 | 478 | 6.22% |
| 30 Jun, 15 | 450 | -11.24% |
| 31 Mar, 15 | 507 | -6.63% |
| 31 Dec, 14 | 543 | 17.53% |
| 30 Sep, 14 | 462 | -5.33% |
| 30 Jun, 14 | 488 | 10.66% |
| 31 Mar, 14 | 441 | 2.08% |
| 31 Dec, 13 | 432 | 6.14% |
| 30 Sep, 13 | 407 | -37.38% |
| 30 Jun, 13 | 650 | 198.17% |
| 31 Mar, 13 | 218 | -4.39% |
| 31 Dec, 12 | 228 | 14.00% |
| 30 Sep, 12 | 200 | -6.54% |
| 30 Jun, 12 | 214 | 4.39% |
| 31 Mar, 12 | 205 | -11.64% |
| 31 Dec, 11 | 232 | 14.85% |
| 30 Sep, 11 | 202 | 12.22% |
| 30 Jun, 11 | 180 | 5.88% |
| 31 Mar, 11 | 170 | 13.33% |
| 31 Dec, 10 | 150 | -5.06% |
| 30 Sep, 10 | 158 | 0.64% |
| 30 Jun, 10 | 157 | 28.69% |
| 31 Mar, 10 | 122 | -10.29% |
| 31 Dec, 09 | 136 | 24.77% |
| 30 Sep, 09 | 109 | -1.80% |
| 30 Jun, 09 | 111 | 0.91% |
| 31 Mar, 09 | 110 | -20.86% |
| 31 Dec, 08 | 139 | 39.00% |
| 30 Sep, 08 | 100 | -7.41% |
| 30 Jun, 08 | 108 | 18.68% |
| 31 Mar, 08 | 91 | -18.02% |
| 31 Dec, 07 | 111 | 42.31% |
| 30 Sep, 07 | 78 | -8.24% |
| 30 Jun, 07 | 85 | 14.86% |
| 31 Mar, 07 | 74 | -17.78% |
| 31 Dec, 06 | 90 | -5.26% |
| 30 Sep, 06 | 95 | 50.79% |
| 30 Jun, 06 | 63 | -19.23% |
| 31 Mar, 06 | 78 | 2.63% |
| 31 Dec, 05 | 76 | 7.04% |
| 30 Sep, 05 | 71 | -5.33% |
| 30 Jun, 05 | 75 | 15.38% |
| 31 Mar, 05 | 65 | -28.57% |
| 31 Dec, 04 | 91 | 33.82% |
| 30 Sep, 04 | 68 | 17.24% |
| 30 Jun, 04 | 58 | -21.62% |
| 31 Mar, 04 | 74 | 51.02% |
| 31 Dec, 03 | 49 | -18.33% |
| 30 Sep, 03 | 60 | 22.45% |
| 30 Jun, 03 | 49 | 2.08% |
| 31 Mar, 03 | 48 | 2.13% |
| 31 Dec, 02 | 47 | -7.84% |
| 30 Sep, 02 | 51 | 30.77% |
| 30 Jun, 02 | 39 | -9.30% |
| 31 Mar, 02 | 43 | 65.38% |
| 31 Dec, 01 | 26 | -16.13% |
| 30 Sep, 01 | 31 | -11.43% |
| 30 Jun, 01 | 35 | -18.60% |
| 31 Mar, 01 | 43 | 7.50% |
| 31 Dec, 00 | 40 | 60.00% |
| 30 Sep, 00 | 25 | -35.90% |
| 30 Jun, 00 | 39 | 62.50% |
| 31 Mar, 00 | 24 | 41.18% |
| 31 Dec, 99 | 17 | -19.05% |
| 30 Sep, 99 | 21 | -25.00% |
| 30 Jun, 99 | 28 | -22.22% |
| 31 Mar, 99 | 36 | 1100.00% |
| 31 Dec, 98 | 3 | - |
887 institutional shareholders have increased their position in SO stock as of 30 Jun 24 compared to 845 in the previous quarter (a 4.97% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 612 | -9.87% |
| 31 Mar, 24 | 679 | -3.28% |
| 31 Dec, 23 | 702 | 7.34% |
| 30 Sep, 23 | 654 | 1.87% |
| 30 Jun, 23 | 642 | 18.67% |
| 31 Mar, 23 | 541 | 6.08% |
| 31 Dec, 22 | 510 | -9.41% |
| 30 Sep, 22 | 563 | 0.36% |
| 30 Jun, 22 | 561 | -3.11% |
| 31 Mar, 22 | 579 | 17.68% |
| 31 Dec, 21 | 492 | -3.91% |
| 30 Sep, 21 | 512 | -0.58% |
| 30 Jun, 21 | 515 | -7.71% |
| 31 Mar, 21 | 558 | 5.08% |
| 31 Dec, 20 | 531 | 0.57% |
| 30 Sep, 20 | 528 | 5.39% |
| 30 Jun, 20 | 501 | -16.64% |
| 31 Mar, 20 | 601 | 16.25% |
| 31 Dec, 19 | 517 | 4.23% |
| 30 Sep, 19 | 496 | 8.77% |
| 30 Jun, 19 | 456 | 3.17% |
| 31 Mar, 19 | 442 | -9.61% |
| 31 Dec, 18 | 489 | 0.20% |
| 30 Sep, 18 | 488 | 3.39% |
| 30 Jun, 18 | 472 | -7.27% |
| 31 Mar, 18 | 509 | 12.61% |
| 31 Dec, 17 | 452 | 0.89% |
| 30 Sep, 17 | 448 | 6.16% |
| 30 Jun, 17 | 422 | -3.65% |
| 31 Mar, 17 | 438 | 8.42% |
| 31 Dec, 16 | 404 | -2.88% |
| 30 Sep, 16 | 416 | 8.62% |
| 30 Jun, 16 | 383 | 5.80% |
| 31 Mar, 16 | 362 | 0.84% |
| 31 Dec, 15 | 359 | -0.28% |
| 30 Sep, 15 | 360 | -3.74% |
| 30 Jun, 15 | 374 | - |
| 31 Mar, 15 | 374 | 3.03% |
| 31 Dec, 14 | 363 | 14.87% |
| 30 Sep, 14 | 316 | 0.64% |
| 30 Jun, 14 | 314 | -8.45% |
| 31 Mar, 14 | 343 | -3.11% |
| 31 Dec, 13 | 354 | 12.74% |
| 30 Sep, 13 | 314 | 112.16% |
| 30 Jun, 13 | 148 | 15.63% |
| 31 Mar, 13 | 128 | 9.40% |
| 31 Dec, 12 | 117 | -2.50% |
| 30 Sep, 12 | 120 | 18.81% |
| 30 Jun, 12 | 101 | -17.89% |
| 31 Mar, 12 | 123 | 51.85% |
| 31 Dec, 11 | 81 | 12.50% |
| 30 Sep, 11 | 72 | -2.70% |
| 30 Jun, 11 | 74 | -8.64% |
| 31 Mar, 11 | 81 | -1.22% |
| 31 Dec, 10 | 82 | 32.26% |
| 30 Sep, 10 | 62 | 8.77% |
| 30 Jun, 10 | 57 | -19.72% |
| 31 Mar, 10 | 71 | 20.34% |
| 31 Dec, 09 | 59 | -19.18% |
| 30 Sep, 09 | 73 | -2.67% |
| 30 Jun, 09 | 75 | 10.29% |
| 31 Mar, 09 | 68 | 15.25% |
| 31 Dec, 08 | 59 | 5.36% |
| 30 Sep, 08 | 56 | 33.33% |
| 30 Jun, 08 | 42 | -14.29% |
| 31 Mar, 08 | 49 | 36.11% |
| 31 Dec, 07 | 36 | -26.53% |
| 30 Sep, 07 | 49 | 8.89% |
| 30 Jun, 07 | 45 | -10.00% |
| 31 Mar, 07 | 50 | 21.95% |
| 31 Dec, 06 | 41 | 32.26% |
| 30 Sep, 06 | 31 | -39.22% |
| 30 Jun, 06 | 51 | -7.27% |
| 31 Mar, 06 | 55 | 30.95% |
| 31 Dec, 05 | 42 | -4.55% |
| 30 Sep, 05 | 44 | 7.32% |
| 30 Jun, 05 | 41 | -12.77% |
| 31 Mar, 05 | 47 | 80.77% |
| 31 Dec, 04 | 26 | -10.34% |
| 30 Sep, 04 | 29 | -3.33% |
| 30 Jun, 04 | 30 | -6.25% |
| 31 Mar, 04 | 32 | -3.03% |
| 31 Dec, 03 | 33 | 32.00% |
| 30 Sep, 03 | 25 | -7.41% |
| 30 Jun, 03 | 27 | 42.11% |
| 31 Mar, 03 | 19 | -9.52% |
| 31 Dec, 02 | 21 | 50.00% |
| 30 Sep, 02 | 14 | -30.00% |
| 30 Jun, 02 | 20 | 66.67% |
| 31 Mar, 02 | 12 | - |
| 31 Dec, 01 | 12 | -40.00% |
| 30 Sep, 01 | 20 | 53.85% |
| 30 Jun, 01 | 13 | -7.14% |
| 31 Mar, 01 | 14 | 55.56% |
| 31 Dec, 00 | 9 | -55.00% |
| 30 Sep, 00 | 20 | 42.86% |
| 30 Jun, 00 | 14 | -17.65% |
| 31 Mar, 00 | 17 | 41.67% |
| 31 Dec, 99 | 12 | -29.41% |
| 30 Sep, 99 | 17 | 41.67% |
| 30 Jun, 99 | 12 | 500.00% |
| 31 Mar, 99 | 2 | - |
| 31 Dec, 98 | - | - |
612 institutional shareholders have reduced their position in SO stock as of 30 Jun 24 compared to 679 in the previous quarter (a -9.87% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,848 | 0.49% | 728,420,627 | 3.87% | 66.58% | 1.62% | 887 | 4.97% | 612 | -9.87% |
| 31 Mar, 24 | 1,839 | -1.13% | 701,304,799 | 0.43% | 64.10% | 1.57% | 845 | -3.32% | 679 | -3.28% |
| 31 Dec, 23 | 1,860 | 7.14% | 698,335,002 | 2.37% | 63.95% | 1.64% | 874 | 13.95% | 702 | 7.34% |
| 30 Sep, 23 | 1,736 | -0.74% | 682,140,124 | -1.47% | 62.47% | 1.55% | 767 | -2.54% | 654 | 1.87% |
| 30 Jun, 23 | 1,749 | 0.63% | 692,311,996 | -1.08% | 63.40% | 1.54% | 787 | -10.97% | 642 | 18.67% |
| 31 Mar, 23 | 1,738 | -1.64% | 699,836,689 | 1.95% | 64.15% | 1.57% | 884 | -5.86% | 541 | 6.08% |
| 31 Dec, 22 | 1,767 | 4.12% | 686,484,026 | 1.60% | 63.86% | 1.64% | 939 | 15.93% | 510 | -9.41% |
| 30 Sep, 22 | 1,697 | -0.82% | 675,666,294 | 2.34% | 62.45% | 1.62% | 810 | 1.38% | 563 | 0.36% |
| 30 Jun, 22 | 1,711 | -1.04% | 660,201,525 | 1.24% | 61.99% | 1.65% | 799 | -3.03% | 561 | -3.11% |
| 31 Mar, 22 | 1,729 | 2.67% | 652,102,233 | 1.92% | 61.35% | 1.69% | 824 | -9.05% | 579 | 17.68% |
| 31 Dec, 21 | 1,684 | 9.92% | 639,812,700 | 1.49% | 60.30% | 1.71% | 906 | 29.43% | 492 | -3.91% |
| 30 Sep, 21 | 1,532 | -0.78% | 630,389,285 | -0.19% | 59.41% | 1.68% | 700 | -6.29% | 512 | -0.58% |
| 30 Jun, 21 | 1,544 | 1.05% | 631,588,528 | 0.19% | 59.53% | 1.68% | 747 | 5.96% | 515 | -7.71% |
| 31 Mar, 21 | 1,528 | -0.13% | 630,403,391 | 1.64% | 59.47% | 1.87% | 705 | -6.25% | 558 | 5.08% |
| 31 Dec, 20 | 1,530 | 9.21% | 620,235,389 | 1.22% | 56.44% | 1.68% | 752 | 21.68% | 531 | 0.57% |
| 30 Sep, 20 | 1,401 | -1.06% | 612,752,318 | 0.07% | 57.92% | 1.73% | 618 | -8.04% | 528 | 5.39% |
| 30 Jun, 20 | 1,416 | 0.71% | 612,303,487 | -2.39% | 57.87% | 1.64% | 672 | 14.87% | 501 | -16.64% |
| 31 Mar, 20 | 1,406 | -5.70% | 627,268,336 | -0.41% | 59.34% | 1.66% | 585 | -15.95% | 601 | 16.25% |
| 31 Dec, 19 | 1,491 | 9.23% | 629,875,433 | 1.30% | 59.87% | 1.70% | 696 | 16.00% | 517 | 4.23% |
| 30 Sep, 19 | 1,365 | 3.57% | 621,815,695 | 1.69% | 59.33% | 1.73% | 600 | -1.80% | 496 | 8.77% |
| 30 Jun, 19 | 1,318 | 0.08% | 611,454,244 | 2.66% | 58.50% | 1.78% | 611 | -4.38% | 456 | 3.17% |
| 31 Mar, 19 | 1,317 | 4.61% | 595,617,155 | 1.48% | 57.38% | 1.73% | 639 | 15.34% | 442 | -9.61% |
| 31 Dec, 18 | 1,259 | 2.78% | 586,955,229 | -0.26% | 57.54% | 1.74% | 554 | 7.57% | 489 | 0.20% |
| 30 Sep, 18 | 1,225 | 0.49% | 588,489,093 | 0.06% | 57.53% | 1.71% | 515 | -2.28% | 488 | 3.39% |
| 30 Jun, 18 | 1,219 | -1.14% | 588,117,833 | 1.52% | 58.00% | 1.77% | 527 | -2.41% | 472 | -7.27% |
| 31 Mar, 18 | 1,233 | -3.14% | 579,323,336 | 1.71% | 57.27% | 1.79% | 540 | -11.48% | 509 | 12.61% |
| 31 Dec, 17 | 1,273 | 5.73% | 569,567,205 | 4.34% | 56.56% | 1.91% | 610 | 19.84% | 452 | 0.89% |
| 30 Sep, 17 | 1,204 | -0.82% | 545,883,146 | 1.05% | 54.42% | 1.86% | 509 | -9.59% | 448 | 6.16% |
| 30 Jun, 17 | 1,214 | -1.78% | 540,222,810 | -0.57% | 54.13% | 1.81% | 563 | -3.10% | 422 | -3.65% |
| 31 Mar, 17 | 1,236 | 1.90% | 543,337,266 | 3.56% | 54.72% | 1.95% | 581 | -3.33% | 438 | 8.42% |
| 31 Dec, 16 | 1,213 | 3.94% | 524,676,668 | 2.34% | 52.99% | 1.91% | 601 | 12.55% | 404 | -2.88% |
| 30 Sep, 16 | 1,167 | -1.44% | 512,704,934 | 6.48% | 52.67% | 2.01% | 534 | -8.56% | 416 | 8.62% |
| 30 Jun, 16 | 1,184 | 2.51% | 481,503,777 | 1.91% | 51.14% | 1.93% | 584 | -3.47% | 383 | 5.80% |
| 31 Mar, 16 | 1,155 | 5.77% | 472,471,283 | 5.07% | 51.45% | 2.11% | 605 | 16.57% | 362 | 0.84% |
| 31 Dec, 15 | 1,092 | 4.70% | 449,663,390 | -0.67% | 49.33% | 1.99% | 519 | 8.58% | 359 | -0.28% |
| 30 Sep, 15 | 1,043 | 1.56% | 452,717,085 | -1.25% | 49.81% | 1.96% | 478 | 6.22% | 360 | -3.74% |
| 30 Jun, 15 | 1,027 | -3.48% | 458,466,094 | 1.66% | 50.47% | 2.05% | 450 | -11.24% | 374 | - |
| 31 Mar, 15 | 1,064 | -1.85% | 450,990,613 | -3.13% | 49.65% | 1.88% | 507 | -6.63% | 374 | 3.03% |
| 31 Dec, 14 | 1,084 | 12.33% | 465,579,027 | 3.35% | 51.39% | 2.04% | 543 | 17.53% | 363 | 14.87% |
| 30 Sep, 14 | 965 | -2.43% | 450,488,912 | 0.95% | 50.17% | 2.02% | 462 | -5.33% | 316 | 0.64% |
| 30 Jun, 14 | 989 | 4.44% | 446,241,878 | 2.88% | 49.82% | 2.10% | 488 | 10.66% | 314 | -8.45% |
| 31 Mar, 14 | 947 | 2.71% | 433,768,935 | 2.72% | 48.69% | 2.14% | 441 | 2.08% | 343 | -3.11% |
| 31 Dec, 13 | 922 | 3.36% | 422,299,932 | 2.37% | 47.72% | 2.16% | 432 | 6.14% | 354 | 12.74% |
| 30 Sep, 13 | 892 | 1.59% | 412,524,634 | 4.21% | 46.97% | 2.29% | 407 | -37.38% | 314 | 112.16% |
| 30 Jun, 13 | 878 | 122.84% | 395,840,093 | 244.79% | 45.30% | 26.04% | 650 | 198.17% | 148 | 15.63% |
| 31 Mar, 13 | 394 | 0.51% | 114,805,072 | -1.66% | 13.19% | 7.29% | 218 | -4.39% | 128 | 9.40% |
| 31 Dec, 12 | 392 | 5.09% | 116,745,547 | -1.85% | 13.45% | 7.26% | 228 | 14.00% | 117 | -2.50% |
| 30 Sep, 12 | 373 | -2.61% | 118,950,889 | -19.96% | 13.61% | 4.71% | 200 | -6.54% | 120 | 18.81% |
| 30 Jun, 12 | 383 | 1.59% | 148,623,182 | 19.89% | 16.99% | 8.34% | 214 | 4.39% | 101 | -17.89% |
| 31 Mar, 12 | 377 | 2.17% | 123,962,931 | -4.64% | 14.27% | 6.20% | 205 | -11.64% | 123 | 51.85% |
| 31 Dec, 11 | 369 | 18.27% | 129,990,885 | 10.25% | 15.17% | 8.11% | 232 | 14.85% | 81 | 12.50% |
| 30 Sep, 11 | 312 | 6.48% | 117,910,366 | -16.76% | 13.68% | 5.01% | 202 | 12.22% | 72 | -2.70% |
| 30 Jun, 11 | 293 | 1.74% | 141,655,052 | -85.47% | 16.52% | 0.12% | 180 | 5.88% | 74 | -8.64% |
| 31 Mar, 11 | 288 | 7.46% | 974,878,468 | 1026.14% | 114.96% | 108.50% | 170 | 13.33% | 81 | -1.22% |
| 31 Dec, 10 | 268 | 5.51% | 86,568,023 | 1.26% | 10.29% | 9.84% | 150 | -5.06% | 82 | 32.26% |
| 30 Sep, 10 | 254 | 5.39% | 85,490,147 | 4.95% | 10.23% | 10.57% | 158 | 0.64% | 62 | 8.77% |
| 30 Jun, 10 | 241 | 7.59% | 81,459,312 | -1.79% | 9.84% | 9.68% | 157 | 28.69% | 57 | -19.72% |
| 31 Mar, 10 | 224 | 2.75% | 82,945,865 | -1.11% | 10.08% | 9.42% | 122 | -10.29% | 71 | 20.34% |
| 31 Dec, 09 | 218 | 4.31% | 83,878,708 | 1.24% | 10.34% | 9.60% | 136 | 24.77% | 59 | -19.18% |
| 30 Sep, 09 | 209 | -0.95% | 82,848,702 | -6.02% | 10.38% | 8.35% | 109 | -1.80% | 73 | -2.67% |
| 30 Jun, 09 | 211 | 4.98% | 88,151,740 | 5.14% | 11.15% | 9.65% | 111 | 0.91% | 75 | 10.29% |
| 31 Mar, 09 | 201 | -11.06% | 83,838,997 | -27.43% | 10.75% | 4.85% | 110 | -20.86% | 68 | 15.25% |
| 31 Dec, 08 | 226 | 20.21% | 115,535,213 | 42.90% | 14.89% | 13.59% | 139 | 39.00% | 59 | 5.36% |
| 30 Sep, 08 | 188 | 5.62% | 80,849,895 | 54.16% | 10.46% | 22.51% | 100 | -7.41% | 56 | 33.33% |
| 30 Jun, 08 | 178 | 6.59% | 52,445,911 | -3.94% | 6.82% | 13.43% | 108 | 18.68% | 42 | -14.29% |
| 31 Mar, 08 | 167 | -7.22% | 54,596,297 | -6.43% | 7.13% | 12.10% | 91 | -18.02% | 49 | 36.11% |
| 31 Dec, 07 | 180 | 11.11% | 58,349,145 | 23.41% | 7.67% | 19.74% | 111 | 42.31% | 36 | -26.53% |
| 30 Sep, 07 | 162 | 1.25% | 47,282,222 | -2.73% | 6.24% | 15.05% | 78 | -8.24% | 49 | 8.89% |
| 30 Jun, 07 | 160 | 3.23% | 48,611,644 | 28.60% | 6.44% | 25.36% | 85 | 14.86% | 45 | -10.00% |
| 31 Mar, 07 | 155 | -3.73% | 37,799,898 | -18.45% | 5.04% | 12.95% | 74 | -17.78% | 50 | 21.95% |
| 31 Dec, 06 | 161 | 10.27% | 46,349,499 | 2.58% | 6.24% | 16.86% | 90 | -5.26% | 41 | 32.26% |
| 30 Sep, 06 | 146 | 5.80% | 45,185,386 | -18.34% | 6.08% | 10.95% | 95 | 50.79% | 31 | -39.22% |
| 30 Jun, 06 | 138 | -12.10% | 55,332,165 | -2.54% | 7.45% | 12.74% | 63 | -19.23% | 51 | -7.27% |
| 31 Mar, 06 | 157 | 4.67% | 56,774,141 | 7.91% | 7.65% | 15.30% | 78 | 2.63% | 55 | 30.95% |
| 31 Dec, 05 | 150 | 6.38% | 52,613,074 | 12.14% | 7.07% | 17.75% | 76 | 7.04% | 42 | -4.55% |
| 30 Sep, 05 | 141 | 1.44% | 46,915,274 | -8.73% | 6.31% | 13.33% | 71 | -5.33% | 44 | 7.32% |
| 30 Jun, 05 | 139 | 6.92% | 51,400,716 | -0.08% | 6.88% | 14.40% | 75 | 15.38% | 41 | -12.77% |
| 31 Mar, 05 | 130 | -2.26% | 51,443,065 | -3.31% | 6.91% | 13.44% | 65 | -28.57% | 47 | 80.77% |
| 31 Dec, 04 | 133 | 19.82% | 53,205,287 | -5.19% | 7.17% | 12.45% | 91 | 33.82% | 26 | -10.34% |
| 30 Sep, 04 | 111 | 4.72% | 56,115,988 | 10.87% | 7.59% | 16.15% | 68 | 17.24% | 29 | -3.33% |
| 30 Jun, 04 | 106 | -13.11% | 50,613,785 | 21.61% | 6.86% | 21.48% | 58 | -21.62% | 30 | -6.25% |
| 31 Mar, 04 | 122 | 23.23% | 41,620,978 | -0.15% | 5.65% | 17.19% | 74 | 51.02% | 32 | -3.03% |
| 31 Dec, 03 | 99 | -3.88% | 41,684,672 | -13.34% | 5.73% | 13.20% | 49 | -18.33% | 33 | 32.00% |
| 30 Sep, 03 | 103 | 13.19% | 48,103,109 | 42.56% | 6.59% | 30.40% | 60 | 22.45% | 25 | -7.41% |
| 30 Jun, 03 | 91 | 15.19% | 33,742,401 | -32.64% | 4.66% | 9.59% | 49 | 2.08% | 27 | 42.11% |
| 31 Mar, 03 | 79 | 1.28% | 50,090,837 | -0.41% | 6.97% | 13.80% | 48 | 2.13% | 19 | -9.52% |
| 31 Dec, 02 | 78 | - | 50,297,139 | 0.27% | 7.10% | 14.26% | 47 | -7.84% | 21 | 50.00% |
| 30 Sep, 02 | 78 | 8.33% | 50,161,790 | 9.37% | 7.06% | 16.74% | 51 | 30.77% | 14 | -30.00% |
| 30 Jun, 02 | 72 | 10.77% | 45,862,889 | -13.21% | 6.49% | 11.43% | 39 | -9.30% | 20 | 66.67% |
| 31 Mar, 02 | 65 | 32.65% | 52,841,889 | 44.61% | 7.54% | 26.80% | 43 | 65.38% | 12 | - |
| 31 Dec, 01 | 49 | -18.33% | 36,541,198 | 6.35% | 5.30% | 21.49% | 26 | -16.13% | 12 | -40.00% |
| 30 Sep, 01 | 60 | 13.21% | 34,359,311 | -53.19% | 4.97% | 4.35% | 31 | -11.43% | 20 | 53.85% |
| 30 Jun, 01 | 53 | -17.19% | 73,396,443 | 22.12% | 10.69% | 13.79% | 35 | -18.60% | 13 | -7.14% |
| 31 Mar, 01 | 64 | 10.34% | 60,102,204 | 9.31% | 8.81% | 12.72% | 43 | 7.50% | 14 | 55.56% |
| 31 Dec, 00 | 58 | 9.43% | 54,985,186 | 72.90% | 8.32% | 34.69% | 40 | 60.00% | 9 | -55.00% |
| 30 Sep, 00 | 53 | -1.85% | 31,801,688 | 6.86% | 4.90% | 23.27% | 25 | -35.90% | 20 | 42.86% |
| 30 Jun, 00 | 54 | 12.50% | 29,759,029 | 27.53% | 4.59% | 35.94% | 39 | 62.50% | 14 | -17.65% |
| 31 Mar, 00 | 48 | 17.07% | 23,335,386 | 37.50% | 3.57% | 58.21% | 24 | 41.18% | 17 | 41.67% |
| 31 Dec, 99 | 41 | -12.77% | 16,971,214 | -56.52% | 2.48% | 7.60% | 17 | -19.05% | 12 | -29.41% |
| 30 Sep, 99 | 47 | 4.44% | 39,033,100 | -28.51% | 5.71% | 9.33% | 21 | -25.00% | 17 | 41.67% |
| 30 Jun, 99 | 45 | 18.42% | 54,599,093 | 4.18% | 7.82% | 14.00% | 28 | -22.22% | 12 | 500.00% |
| 31 Mar, 99 | 38 | 1166.67% | 52,408,740 | 20282.67% | 7.48% | 549272.90% | 36 | 1100.00% | 2 | - |
| 31 Dec, 98 | 3 | - | 257,124 | - | 0.04% | - | 3 | - | - | - |
Southern Company Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Southern Company's stock was made by Wilson Anthony L on Aug 06 2024, selling 1,141 shares at - per share (valued at -).
Southern Company Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 12 | 4 | 300.00% |
| Q2 2024 | 14 | 5 | 280.00% |
| Q1 2024 | 75 | 111 | 67.57% |
| Q4 2023 | 14 | 7 | 200.00% |
| Q3 2023 | 14 | 7 | 200.00% |
| Q2 2023 | 15 | 19 | 78.95% |
| Q1 2023 | 64 | 102 | 62.75% |
| Q4 2022 | 16 | 10 | 160.00% |
| Q3 2022 | 19 | 8 | 237.50% |
| Q2 2022 | 26 | 14 | 185.71% |
| Q1 2022 | 72 | 117 | 61.54% |
| Q4 2021 | 22 | 12 | 183.33% |
| Q3 2021 | 18 | 16 | 112.50% |
| Q2 2021 | 15 | 11 | 136.36% |
| Q1 2021 | 71 | 103 | 68.93% |
| Q4 2020 | 18 | 15 | 120.00% |
| Q3 2020 | 14 | 4 | 350.00% |
| Q2 2020 | 16 | 6 | 266.67% |
| Q1 2020 | 71 | 103 | 68.93% |
| Q4 2019 | 31 | 21 | 147.62% |
12 total buy trades, and 4 total sell trades (buy/sell ratio of 3.00%) were made by Southern Company's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 3 | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 8 | - |
| Q4 2023 | - | 4 | - |
| Q3 2023 | - | 6 | - |
| Q2 2023 | - | 11 | - |
| Q1 2023 | - | 5 | - |
| Q4 2022 | - | 4 | - |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | 7 | - |
| Q1 2022 | - | 15 | - |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 8 | - |
| Q2 2021 | - | 6 | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 9 | - |
| Q3 2020 | 1 | 4 | 25.00% |
| Q2 2020 | 1 | 4 | 25.00% |
| Q1 2020 | - | 7 | - |
| Q4 2019 | - | 9 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Southern Company's stocks.
SO Ownership FAQ
Who Owns Southern Company?
Southern Company is owned by institutional shareholders (66.58%), insiders (0.16%), and public (33.26%). The largest institutional shareholder of Southern Company is VANGUARD GROUP INC (9.21% of total shares) and the top mutual fund owner is HIGHLAND FUNDS II (118.26% of total shares).
Who are the major institutional shareholders of Southern Company?
Southern Company's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, JPMORGAN CHASE & CO, and FMR LLC. The top five shareholders own together 27.98% of the company's share outstanding.
How many Southern Company shareholders are there?
As of Jun 2024, there are 1,848 institutional shareholders of Southern Company.
What percentage of Southern Company is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 100.76M shares of Southern Company, representing 9.21% of the company's total shares outstanding, valued at $7.82B (as of Jun 2024).
What percentage of Southern Company is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 77.69M shares of Southern Company (SO), compromising 7.10% of the company, valued at $6.03B.
What percentage of Southern Company is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Southern Company. The company owns 57.38M of the company's shares outstanding (worth $4.45T).