Southern Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

WBAG:SOUT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Dec 24	Sell€95,086	Martin Davis	Individual	1,170	€81.27
05 Dec 24	Sell€1,141,489	Christopher Womack	Individual	14,000	€81.53
04 Nov 24	Sell€64,490	Sterling Spainhour	Individual	793	€81.32
04 Oct 24	Sell€2,453,088	James Kerr	Individual	30,000	€81.77
06 Sep 24	Sell€529,400	Bryan Anderson	Individual	6,565	€80.64
05 Aug 24	Sell€193,031	Sterling Spainhour	Individual	2,380	€81.11
05 Jul 24	Sell€494,650	Anthony Wilson	Individual	6,900	€71.69
03 Jul 24	Sell€862,030	Sloane Drake	Individual	12,000	€71.84
02 May 24	Sell€1,402,493	Kimberly Greene	Individual	20,000	€70.14
16 Feb 24	Sell€864,948	Christopher Cummiskey	Individual	13,887	€62.36
12 Feb 24	Sell€54,870	Christopher Cummiskey	Individual	883	€62.14
06 Feb 24	Sell€56,097	Christopher Cummiskey	Individual	899	€62.40

Insider Trading Volume

Insider Buying: SOUT insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SOUT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	1,122,609	0.102%
Individual Insiders	2,062,983	0.188%
General Public	332,363,628	30.3%
Institutions	760,134,960	69.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 49.24% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.32%	The Vanguard Group, Inc.	102,092,031	€8.1b	1.32%	0.12%
7.35%	BlackRock, Inc.	80,488,813	€6.4b	3.6%	0.1%
5.38%	State Street Global Advisors, Inc.	58,928,637	€4.7b	2.69%	0.18%
4.03%	JP Morgan Asset Management	44,183,998	€3.5b	41.5%	0.4%
2.88%	Capital Research and Management Company	31,599,731	€2.5b	-1.22%	0.12%
2.3%	Massachusetts Financial Services Company	25,166,223	€2.0b	-2.69%	0.44%
2.24%	Geode Capital Management, LLC	24,521,339	€1.9b	4.59%	0.14%
1.65%	T. Rowe Price Group, Inc.	18,024,377	€1.4b	-6.77%	0.13%
1.51%	GQG Partners LLC	16,555,903	€1.3b	21%	1.12%
1.49%	FMR LLC	16,336,813	€1.3b	-5.06%	0.08%
1.27%	Franklin Resources, Inc.	13,928,766	€1.1b	-13.7%	0.4%
1.19%	Strategic Advisers LLC	13,038,779	€1.0b	-1.12%	0.41%
0.97%	Norges Bank Investment Management	10,612,381	€842.8m	0%	0.07%
0.94%	Northern Trust Global Investments	10,344,675	€821.5m	-3.5%	0.13%
0.9%	Legal & General Investment Management Limited	9,883,227	€784.9m	-6.53%	0.14%
0.87%	Columbia Management Investment Advisers, LLC	9,496,178	€754.1m	0.03%	0.17%
0.82%	UBS Asset Management AG	8,980,651	€713.2m	4.17%	0.07%
0.62%	BNY Asset Management	6,834,480	€542.7m	-1.63%	0.11%
0.59%	Charles Schwab Investment Management, Inc.	6,410,255	€509.1m	0.82%	0.09%
0.52%	Royal Bank of Canada, Banking & Securities Investments	5,661,964	€449.6m	8.61%	0.23%
0.51%	Morgan Stanley, Investment Banking and Brokerage Investments	5,584,242	€443.5m	2.52%	0.05%
0.5%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	5,447,284	€432.6m	48.9%	0.11%
0.49%	Eaton Vance Management	5,371,707	€426.6m	2%	0.1%
0.46%	California Public Employees' Retirement System	5,040,024	€400.2m	-4.82%	0.28%
0.46%	JPMorgan Chase & Co, Brokerage and Securities Investments	4,993,109	€396.5m	2.46%	0.18%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 14:14
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Southern Company is covered by 41 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jacob Kilstein	Argus Research Company
Nathan Judge	Atlantic Equities LLP
Daniel Ford	Barclays