Southern Ownership | Who Owns Southern?
Southern Ownership Summary
Southern is owned by 67.72% institutional investors, 0.52% insiders, and 31.76% retail investors. Vanguard group is the largest institutional shareholder, holding 9.37% of SO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.16% of its assets in Southern shares.
SO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern | 67.72% | 0.52% | 31.76% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 102.79M | 9.37% | $8.46B |
| Blackrock funding, inc. /de | 83.74M | 7.63% | $6.89B |
| Blackrock | 77.69M | 7.10% | $6.03B |
| State street | 57.38M | 5.25% | $4.45B |
| Jpmorgan chase | 55.81M | 5.09% | $4.59B |
| Fmr | 28.22M | 2.57% | $2.32B |
| Capital investors | 27.24M | 2.48% | $2.24B |
| Geode capital management | 25.05M | 2.28% | $2.06B |
| Massachusetts financial services co /ma/ | 21.92M | 2.00% | $1.80B |
| Price t rowe associates inc /md/ | 15.88M | 1.45% | $1.31B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Windle wealth | 88.30K | 4.02% | $7.27M |
| Signature wealth management group | 120.07K | 3.97% | $9.88M |
| Carson advisory | 69.41K | 3.97% | $5.71M |
| Chronos wealth management | 85.44K | 3.59% | $7.03M |
| Aull & monroe investment management | 79.67K | 3.34% | $6.56M |
| Liberty one investment management | 367.48K | 3.28% | $30.25M |
| Insight folios | 93.90K | 2.99% | $7.28M |
| Welch group | 789.28K | 2.94% | $61.22M |
| Planning capital management | 53.69K | 2.94% | $4.16M |
| Virginia wealth management group | 45.42K | 2.89% | $3.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 10.30M | 0.11% | 10.30M |
| Raymond james financial | 3.83M | 0.12% | 3.83M |
| Marshall wace, llp | 4.32M | 0.43% | 3.31M |
| Blackrock funding, inc. /de | 83.74M | 0.14% | 3.25M |
| Qube research | 2.63M | 0.28% | 2.14M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | 21.92M | 0.57% | -3.25M |
| Capital research global investors | 69.13K | 0.00% | -2.31M |
| Price t rowe associates inc /md/ | 15.88M | 0.15% | -2.15M |
| Gqg partners | 14.80M | 1.81% | -1.75M |
| Clearbridge investments | - | - | -1.74M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 10.30M | 0.11% | 10.30M | $848.02M |
| Raymond james financial | 3.83M | 0.12% | 3.83M | $315.29M |
| Fort washington investment advisors inc /oh/ | 626.88K | 0.31% | 626.88K | $51.60M |
| Leigh baldwin | 260.90K | 0.23% | 260.90K | $260.90M |
| Shaolin capital management | 125.00K | 0.27% | 125.00K | $9.70B |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Belmont capital | -3.00 |
| Delos wealth advisors | -10.00 |
| Sugar maple asset management | -10.00 |
| Strengthening families & communities | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 2,044 | -0.05% | 742,906,631 | 1.31% | 67 | 1.52% | 1,057 | 7.20% | 653 | -6.58% |
| Sep 30, 2024 | 2,018 | 5.38% | 732,102,627 | -0.17% | 66 | 1.49% | 976 | 7.02% | 683 | 6.06% |
| Jun 30, 2024 | 1,882 | 1.84% | 731,037,043 | 4.19% | 66 | 1.62% | 900 | 6.26% | 629 | -8.04% |
| Mar 31, 2024 | 1,848 | -1.12% | 701,647,014 | 0.20% | 64 | 1.56% | 847 | -3.75% | 684 | -2.84% |
| Dec 31, 2023 | 1,869 | 7.23% | 700,241,819 | 2.64% | 64 | 1.64% | 880 | 14.14% | 704 | 7.32% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 34.75M | 3.16% | 69.76K |
| Vanguard Total Stock Mkt Idx Inv | 34.53M | 3.15% | 117.32K |
| Vanguard Institutional 500 Index Trust | 30.39M | 2.77% | 207.52K |
| The Utilities Select Sector SPDR® ETF | 16.15M | 1.47% | 89.38K |
| Capital Group Wash Mutual Invtrs Comp | 13.89M | 1.27% | -740.06K |
| American Funds Washington Mutual A | 13.89M | 1.27% | -740.06K |
| Fidelity 500 Index | 13.72M | 1.25% | 61.11K |
| SPDR® S&P 500 ETF | 13.62M | 1.24% | -199.64K |
| iShares Core S&P 500 ETF | 13.37M | 1.22% | 38.70K |
| SPDR® S&P 500® ETF Trust | 13.26M | 1.21% | -69.55K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 31, 2025 | Connally Stan W | EVP & COO | Sell | $1.15M |
| Mar 10, 2025 | Greene Kimberly S, | Chairman, President & CEO, GPC | Sell | $3.00M |
| Mar 03, 2025 | WOMACK CHRISTOPHER C | Chairman, President & CEO | Sell | $2.20M |
| Mar 03, 2025 | DAVIS MARTIN BERNARD | EVP & CIO | Sell | $100.81K |
| Feb 25, 2025 | WOMACK CHRISTOPHER C | Chairman, President & CEO | Sell | $143.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 2 |
SO Ownership FAQ
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