Southern Ownership | Who Owns Southern?
Southern Ownership Summary
Southern is owned by 66.74% institutional investors, 0.16% insiders, and 33.10% retail investors. Vanguard group is the largest institutional shareholder, holding 9.21% of SO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Southern shares.
SO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern | 66.74% | 0.16% | 33.10% |
| Sector | Utilities Stocks | 61.10% | 5.42% | 33.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 100.76M | 9.21% | $7.82B |
| Blackrock | 77.69M | 7.10% | $6.03B |
| State street | 57.38M | 5.25% | $4.45B |
| Jpmorgan chase | 39.92M | 3.65% | $3.10B |
| Fmr | 30.39M | 2.78% | $2.36B |
| Capital investors | 28.82M | 2.63% | $2.24B |
| Massachusetts financial services co /ma/ | 25.86M | 2.36% | $2.01B |
| Geode capital management | 23.45M | 2.14% | $1.81B |
| Price t rowe associates inc /md/ | 19.33M | 1.77% | $1.50B |
| Franklin resources | 16.31M | 1.49% | $1.27B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Signature wealth management group | 124.36K | 4.22% | $9.65M |
| Windle wealth | 87.52K | 4.14% | $6.79M |
| Carson advisory | 69.97K | 3.81% | $5.43M |
| Chronos wealth management | 85.44K | 3.59% | $7.03M |
| Liberty one investment management | 367.48K | 3.28% | $30.25M |
| Aull & monroe investment management | 84.89K | 3.22% | $6.58M |
| 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 |
|---|---|---|---|
| Gqg partners | 13.68M | 1.61% | 13.68M |
| Norges bank | 10.61M | 0.12% | 10.61M |
| Jpmorgan chase | 39.92M | 0.25% | 9.75M |
| Capital investors | 28.82M | 0.46% | 4.83M |
| Royal bank of canada | 7.12M | 0.13% | 3.72M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 19.33M | 0.18% | -4.55M |
| Fmr | 30.39M | 0.15% | -2.62M |
| Clearbridge investments | - | - | -1.74M |
| First trust advisors lp | 642.78K | 0.05% | -1.62M |
| International assets investment management | 15.91K | 0.11% | -1.49M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gqg partners | 13.68M | 1.61% | 13.68M | $1.06B |
| Norges bank | 10.61M | 0.12% | 10.61M | $823.20M |
| Fort washington investment advisors inc /oh/ | 626.88K | 0.31% | 626.88K | $51.60M |
| Ia global asset management | 306.80K | 0.26% | 306.80K | $23.80M |
| Corebridge financial | 270.97K | 0.12% | 270.97K | $21.02M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Belmont capital | -3.00 |
| Delos wealth advisors | -10.00 |
| Strengthening families & communities | -13.00 |
| Westend advisors | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 1,743 | -0.80% | 682,219,286 | -1.47% | 62 | 1.55% | 771 | -2.65% | 656 | 2.02% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 34.33M | 3.13% | -65.49K |
| Vanguard Institutional 500 Index Trust | 29.67M | 2.71% | 272.15K |
| The Utilities Select Sector SPDR® ETF | 15.47M | 1.41% | 7.16K |
| Capital Group Wash Mutual Invtrs Comp | 13.89M | 1.27% | -740.06K |
| American Funds Washington Mutual A | 13.89M | 1.27% | -740.06K |
| SPDR® S&P 500® ETF Trust | 13.72M | 1.25% | 103.04K |
| Fidelity 500 Index | 13.51M | 1.23% | 91.81K |
| iShares Core S&P 500 ETF | 12.87M | 1.17% | 9.04K |
| MFS Value A | 12.25M | 1.12% | -151.84K |
| MFS Large Cap Value Equity | 12.25M | 1.12% | -1.41M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2024 | DAVIS MARTIN BERNARD | EVP and CIO | Sell | $100.50K |
| Dec 05, 2024 | WOMACK CHRISTOPHER C | CEO, President and Chairman | Sell | $1.21M |
| Nov 04, 2024 | Spainhour Sterling A Jr. | EVP, Chief Legal Officer & CCO | Sell | $70.21K |
| Oct 04, 2024 | Kerr, II James Y | Chairman, President & CEO, GAS | Sell | $2.69M |
| Sep 06, 2024 | Anderson Bryan D | EVP & Pres. External Affairs | Sell | $587.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 8 |
| 2023 Q4 | - | 4 |
SO Ownership FAQ
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