Southern Ownership | Who Owns Southern?
Southern Ownership Summary
Southern is owned by 75.04% institutional investors, 0.10% insiders, and 24.87% retail investors. Vanguard group is the largest institutional shareholder, holding 9.81% of SO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in Southern shares.
SO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern | 75.04% | 0.10% | 24.87% |
| Sector | Utilities Stocks | 65.34% | 6.66% | 28.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 108.06M | 9.81% | $9.42B |
| Blackrock funding, inc. /de | 92.99M | 8.27% | $8.90B |
| Blackrock | 77.69M | 7.10% | $6.03B |
| Vanguard capital management | 73.67M | 6.55% | $7.05B |
| State street | 64.81M | 5.77% | $6.20B |
| Capital world investors | 62.52M | 5.56% | $5.98B |
| Price t rowe associates inc /md/ | 46.42M | 4.13% | $4.44B |
| Jpmorgan chase | 32.78M | 2.92% | $3.17B |
| Geode capital management | 29.32M | 2.61% | $2.82B |
| Fmr | 22.54M | 2.01% | $2.16B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Capital & planning | 141.77K | 8.30% | $13.44M |
| Longboard asset management, lp | 2.57K | 5.74% | $213.28K |
| Signature wealth management group | 121.63K | 4.46% | $11.74M |
| Windle wealth | 98.22K | 3.78% | $9.40M |
| Meketa investment group inc /adv | 12.18K | 3.59% | $1.06M |
| Chronos wealth management | 91.27K | 3.37% | $7.57M |
| Carson advisory | 70.39K | 3.09% | $6.74M |
| Griffith & werner | 68.49K | 3.07% | $6.55M |
| Insight folios | 93.90K | 2.99% | $7.28M |
| Liberty one investment management | 309.18K | 2.96% | $29.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lombard odier asset management (europe) | 14.76M | 0.84% | 14.76M |
| Norges bank | 14.36M | 0.14% | 14.36M |
| Price t rowe associates inc /md/ | 46.42M | 0.44% | 9.99M |
| Goldman sachs group | 14.58M | 0.12% | 8.74M |
| Sixth street partners management company | 7.39M | 0.09% | 7.39M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 32.78M | 0.18% | -10.56M |
| Capital research global investors | - | - | -2.61M |
| Marshall wace, llp | 30.25K | 0.00% | -2.30M |
| Barclays | 2.70M | 0.05% | -1.86M |
| Massachusetts financial services co /ma/ | 13.83M | 0.42% | -1.76M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lombard odier asset management (europe) | 14.76M | 0.84% | 14.76M | $16.67M |
| Norges bank | 14.36M | 0.14% | 14.36M | $1.37B |
| Sixth street partners management company | 7.39M | 0.09% | 7.39M | $706.97M |
| Vaughan nelson investment management | 745.41K | 0.63% | 745.41K | $71.34M |
| Stackstone wealth | 162.64K | 1.33% | 162.64K | $13.48M |
Sold Out
| Holder | Change |
|---|---|
| Eq wealth advisors | -1.00 |
| Synergy asset management | -1.00 |
| Mendota financial group | -1.00 |
| Ross\johnson & associates | -2.00 |
| Belmont capital | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 2,391 | -1.03% | 843,416,708 | 6.84% | 75 | 1.52% | 1,238 | 2.15% | 724 | -8.12% |
| Mar 31, 2026 | 2,344 | 1.38% | 773,163,646 | -2.96% | 70 | 1.34% | 1,180 | 6.88% | 764 | -4.98% |
| Dec 31, 2025 | 1,643 | -27.37% | 510,045,377 | -36.35% | 46 | 0.87% | 756 | -31.15% | 593 | -19.10% |
| Sep 30, 2025 | 1,488 | -32.76% | 286,807,760 | -61.79% | 26 | 0.56% | 717 | -32.17% | 476 | -34.16% |
| Jun 30, 2025 | 2,198 | -1.79% | 775,669,159 | 4.91% | 70 | 1.56% | 1,057 | -6.63% | 711 | -2.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 35.82M | 3.18% | 807.33K |
| Vanguard Morn Total Stk Mkt Idx Investor | 35.82M | 3.18% | 807.33K |
| Vanguard US Total Market Shares ETF | 34.75M | 3.16% | 69.76K |
| Vanguard MStar Total Stk Mkt Idx Invest | 35.86M | 3.12% | -60.36K |
| Vanguard Institutional 500 Index Trust | 31.16M | 2.83% | 214.83K |
| Vanguard 500 Index Investor | 30.22M | 2.63% | 258.68K |
| American Funds Income Fund of Amer A | 22.31M | 1.98% | 11.81M |
| State Street®UtilSelSectSPDR®ETF | 19.77M | 1.72% | 203.35K |
| American Funds Income Fd of Amer A | 18.80M | 1.63% | -4.70M |
| The Utilities Select Sector SPDR® ETF | 17.81M | 1.62% | -14.36K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 01, 2026 | Kim Matthew M. | Comptroller | Sell | $8.27K |
| Sep 03, 2026 | Kim Matthew M. | Comptroller | Sell | $124.42K |
| Sep 03, 2026 | Sena Peter P III | Chairman,President & CEO, SNC | Sell | $377.92K |
| Sep 01, 2026 | Kim Matthew M. | Comptroller | Sell | $8.85K |
| Aug 06, 2026 | Spainhour Sterling A Jr. | EVP & CLO | Sell | $313.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | 1 |
| 2026 Q3 | - | 6 |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | - |
SO Ownership FAQ
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