The Southern Company

BMV:SO * Stock Report

Market Cap: Mex$1.8t

Southern Ownership

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

Recent Insider Transactions

BMV:SO * Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
06 Aug 26SellMex$5,394,579Sterling SpainhourIndividual3,333Mex$1,618.54
03 Aug 26SellMex$163,303Matthew KimIndividual100Mex$1,633.03
01 Jul 26SellMex$167,875Matthew KimIndividual100Mex$1,678.75
01 Jun 26SellMex$158,361Matthew KimIndividual100Mex$1,583.61
01 May 26SellMex$167,998Matthew KimIndividual100Mex$1,679.98
30 Mar 26SellMex$43,813,164Kimberly GreeneIndividual25,000Mex$1,752.53
19 Mar 26SellMex$11,480,703Christopher CummiskeyIndividual6,669Mex$1,721.50
18 Mar 26SellMex$21,434,381Stanley ConnallyIndividual12,500Mex$1,714.75
24 Feb 26SellMex$8,383,029Matthew KimIndividual5,123Mex$1,636.35
30 Sep 25SellMex$10,680,828Bryan AndersonIndividual6,206Mex$1,721.05

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SO *?
Owner TypeNumber of SharesOwnership Percentage
State or Government1,099,7030.0956%
Individual Insiders1,424,4350.124%
General Public336,694,97429.3%
Institutions811,143,85470.5%

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

Top Shareholders

Top 25 shareholders own 49.7% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.08%
BlackRock, Inc.
92,990,716Mex$147.0b2.9%0.09%
6.95%
Vanguard Capital Management, LLC
79,995,410Mex$126.4b2.91%0.11%
5.63%
State Street Investment Management
64,809,708Mex$102.4b2.91%0.16%
5.56%
Capital Research and Management Company
64,008,011Mex$101.2b5.51%0.21%
3.17%
T. Rowe Price Group, Inc.
36,445,741Mex$57.6b5.67%0.25%
2.55%
Geode Capital Management, LLC
29,315,285Mex$46.3b3.39%0.12%
2.35%
Vanguard Portfolio Management, LLC
27,023,691Mex$42.7b3.39%0.11%
2.15%
JP Morgan Asset Management
24,710,403Mex$39.1b-26.7%0.19%
1.43%
Franklin Resources, Inc.
16,485,581Mex$26.1b-1.48%0.4%
1.25%
Norges Bank Investment Management
14,358,862Mex$22.7b12.7%0.08%
1.2%
Massachusetts Financial Services Company
13,831,354Mex$21.9b-11.3%0.28%
1.04%
FMR LLC
11,929,475Mex$18.9b2.39%0.05%
0.92%
Strategic Advisers LLC
10,607,769Mex$16.8b-5.59%0.22%
0.86%
Northern Trust Global Investments
9,882,032Mex$15.6b-0.72%0.1%
0.82%
Columbia Management Investment Advisers, LLC
9,435,986Mex$14.9b-0.39%0.15%
0.82%
UBS Asset Management AG
9,383,891Mex$14.8b1.45%0.05%
0.7%
JPMorgan Chase & Co.
8,001,751Mex$12.6b-16.3%0.08%
0.68%
Legal & General Investment Management Limited
7,848,282Mex$12.4b-6.84%0.12%
0.62%
Charles Schwab Investment Management, Inc.
7,114,171Mex$11.2b0.01%0.07%
0.62%
BNY Asset Management
7,106,799Mex$11.2b-0.04%0.1%
0.57%
Royal Bank of Canada
6,600,330Mex$10.4b1.1%0.22%
0.54%
Boston Partners Global Investors, Inc.
6,174,426Mex$9.8b15,100%0.3%
0.41%
Goldman Sachs Asset Management, L.P.
4,750,528Mex$7.5b4.69%0.07%
0.39%
Wellington Management Group LLP
4,515,730Mex$7.1b22%0.06%
0.39%
Amundi Asset Management SAS
4,448,555Mex$7.0b33.8%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/16 08:42
End of Day Share Price 2026/07/21 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

The Southern Company is covered by 30 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays