The Southern Company

NYSE:SO Stock Report

Market Cap: US$97.0b

Southern Ownership

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

Recent Insider Transactions

NYSE:SO Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
19 Feb 25SellUS$81,184Christopher CummiskeyIndividual944US$86.00
11 Feb 25SellUS$1,250,440J. PeoplesIndividual14,540US$86.00
04 Feb 25SellUS$69,739Christopher CummiskeyIndividual837US$83.32
05 Dec 24SellUS$100,503Martin DavisIndividual1,170US$85.90
05 Dec 24SellUS$1,206,520Christopher WomackIndividual14,000US$86.18
04 Nov 24SellUS$70,212Sterling SpainhourIndividual793US$88.54
04 Oct 24SellUS$2,689,200James KerrIndividual30,000US$89.64
06 Sep 24SellUS$587,830Bryan AndersonIndividual6,565US$89.54
05 Aug 24SellUS$211,796Sterling SpainhourIndividual2,380US$88.99
05 Jul 24SellUS$535,509Anthony WilsonIndividual6,900US$77.61
03 Jul 24SellUS$931,320Sloane DrakeIndividual12,000US$77.61
02 May 24SellUS$1,500,474Kimberly GreeneIndividual20,000US$75.04

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
Private Companies4,1560.000379%
State or Government1,122,5210.102%
Individual Insiders2,296,8320.21%
General Public334,755,16230.6%
Institutions757,505,50969.1%

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

Top Shareholders

Top 25 shareholders own 48.67% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.38%
The Vanguard Group, Inc.
102,790,453US$9.1b0.68%0.12%
7.64%
BlackRock, Inc.
83,741,812US$7.4b4.04%0.11%
5.26%
State Street Global Advisors, Inc.
57,646,249US$5.1b-2.18%0.17%
4.18%
JP Morgan Asset Management
45,852,508US$4.1b3.78%0.4%
2.52%
Capital Research and Management Company
27,568,952US$2.4b-12.8%0.11%
2.29%
Geode Capital Management, LLC
25,050,209US$2.2b2.16%0.14%
2%
Massachusetts Financial Services Company
21,920,407US$1.9b-12.9%0.4%
1.45%
T. Rowe Price Group, Inc.
15,876,440US$1.4b-11.9%0.12%
1.39%
FMR LLC
15,256,895US$1.4b-6.61%0.07%
1.35%
GQG Partners LLC
14,802,254US$1.3b-10.6%0.98%
1.27%
Franklin Resources, Inc.
13,883,024US$1.2b-0.33%0.4%
1.18%
Strategic Advisers LLC
12,959,081US$1.1b-0.61%0.38%
0.99%
Northern Trust Global Investments
10,805,269US$956.2m4.45%0.12%
0.97%
UBS Asset Management AG
10,573,968US$935.7m17.7%0.08%
0.94%
Norges Bank Investment Management
10,301,496US$911.6m-2.93%0.06%
0.85%
Columbia Management Investment Advisers, LLC
9,269,678US$820.3m-2.39%0.17%
0.76%
Legal & General Investment Management Limited
8,308,053US$735.2m-15.9%0.15%
0.68%
BNY Asset Management
7,481,176US$662.0m9.46%0.11%
0.6%
Charles Schwab Investment Management, Inc.
6,604,369US$584.4m3.03%0.09%
0.55%
Royal Bank of Canada, Banking & Securities Investments
6,044,574US$534.9m6.76%0.24%
0.52%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
5,673,987US$502.1m4.16%0.12%
0.52%
Morgan Stanley, Investment Banking and Brokerage Investments
5,655,030US$500.4m1.27%0.05%
0.51%
Eaton Vance Management
5,578,055US$493.6m3.84%0.1%
0.46%
California Public Employees' Retirement System
5,008,039US$443.2m-0.63%0.27%
0.42%
Managed Account Advisors LLC
4,596,261US$406.7m-1.33%0.07%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/22 10:34
End of Day Share Price 2025/02/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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

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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 39 analysts. 13 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
Nathan JudgeAtlantic Equities LLP
Daniel FordBarclays