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Southern Company Ownership | Who Owns Southern Company?

OverviewForecastRevenueFinancialsChartTranscripts

Southern Company Ownership Summary

Southern Company is owned by 66.82% institutional investors, 0.16% insiders, and 33.02% 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 3.16% of its assets in Southern Company shares.

SO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSouthern Company66.82%0.16%33.02%
SectorUtilities Stocks58.56%6.53%34.91%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv34.63M3.16%-121.48K
Vanguard Institutional 500 Index Trust28.98M2.65%340.86K
The Utilities Select Sector SPDR® ETF16.40M1.50%60.98K
American Funds Washington Mutual A14.63M1.34%-802.57K
Capital Group Wash Mutual Invtrs Comp14.63M1.34%-802.57K
MFS Large Cap Value Equity13.67M1.25%-302.19K
MFS Value A13.67M1.25%-97.85K
Fidelity 500 Index13.44M1.23%-29.27K
SPDR® S&P 500® ETF Trust13.26M1.21%4.51K
iShares Core S&P 500 ETF12.17M1.11%18.73K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 04, 2024Spainhour Sterling A Jr. EVP, Chief Legal Officer & CCOSell$70.21K
Oct 04, 2024Kerr, II James Y Chairman, President & CEO, GASSell$2.69M
Sep 06, 2024Anderson Bryan D EVP & Pres. External AffairsSell$587.83K
Aug 05, 2024Spainhour Sterling A Jr. EVP, Chief Legal Officer & CCOSell$211.80K
Jul 05, 2024Wilson Anthony L President & CEO, MPCSell$535.51K

Insider Transactions Trends

DateBuySell
2024 Q4-2
2024 Q3-4
2024 Q2-2
2024 Q1-8
2023 Q4-4

SO Ownership FAQ

Who owns the most shares of Southern Company?

Southern Company’s largest shareholders are Vanguard group (100.76M shares, 9.21%), Blackrock (77.69M shares, 7.10%), and State street (57.38M shares, 5.25%). Together, they hold 21.56% of Southern Company’s total shares outstanding.

Does Blackrock own Southern Company?

Yes, BlackRock owns 7.10% of Southern Company, totaling 77.69M shares as of Jun 2024. This represents 0.14% of BlackRock's total assets, with a market value of 6.03B$. In the last quarter, BlackRock decreased its holdings by -14.999K shares, a -0.02% change.

Who is Southern Company’s biggest shareholder by percentage of total assets invested?

Signature wealth management group is Southern Company’s biggest shareholder by percentage of total assets invested, with 4.22% of its assets in 124.36K Southern Company shares, valued at 9.65M$.

Who is the top mutual fund holder of Southern Company shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Southern Company shares, with 3.16% of its total shares outstanding invested in 34.63M Southern Company shares.

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