The Southern Company

NYSE:SO Stock Report

Market Cap: US$106.4b

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
30 Sep 25SellUS$582,309Bryan AndersonIndividual6,206US$93.83
11 Aug 25SellUS$226,148Sterling SpainhourIndividual2,380US$95.02
21 Jul 25SellUS$1,250,010Kimberly GreeneIndividual13,158US$95.00
23 May 25SellUS$1,104,476Christopher CummiskeyIndividual12,335US$89.54
31 Mar 25SellUS$1,153,000Stanley ConnallyIndividual12,500US$92.24
10 Mar 25SellUS$2,997,533Kimberly GreeneIndividual32,190US$93.12
03 Mar 25SellUS$100,811Martin DavisIndividual1,125US$89.61
03 Mar 25SellUS$2,199,803Christopher WomackIndividual24,407US$90.13
25 Feb 25SellUS$143,370Christopher WomackIndividual1,593US$90.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SO?
Owner TypeNumber of SharesOwnership Percentage
Public Companies1,8950.000172%
State or Government1,059,1270.0962%
Individual Insiders1,478,3990.134%
General Public294,009,55126.7%
Institutions804,555,87173.1%

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

Top Shareholders

Top 25 shareholders own 53.45% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.81%
The Vanguard Group, Inc.
108,057,413US$10.4b1.54%0.11%
8.04%
BlackRock, Inc.
88,491,994US$8.6b2.02%0.1%
5.58%
State Street Global Advisors, Inc.
61,490,694US$5.9b4%0.17%
4.88%
Capital Research and Management Company
53,759,791US$5.2b-1.42%0.19%
4.61%
JP Morgan Asset Management
50,791,036US$4.9b-10.9%0.4%
3.13%
T. Rowe Price Group, Inc.
34,459,462US$3.3b18.7%0.29%
2.48%
Geode Capital Management, LLC
27,259,125US$2.6b1.43%0.13%
1.48%
Massachusetts Financial Services Company
16,300,985US$1.6b-17.7%0.31%
1.39%
Franklin Resources, Inc.
15,265,392US$1.5b10.5%0.4%
1.16%
Norges Bank Investment Management
12,745,981US$1.2b-0.78%0.07%
1.09%
FMR LLC
12,009,775US$1.2b0.45%0.05%
1%
Strategic Advisers LLC
10,996,656US$1.1b-12.4%0.26%
0.99%
JPMorgan Chase & Co.
10,849,950US$1.0b-15.3%0.14%
0.89%
Northern Trust Global Investments
9,823,850US$949.3m-7.08%0.11%
0.88%
UBS Asset Management AG
9,640,745US$931.6m-10.1%0.06%
0.86%
Columbia Management Investment Advisers, LLC
9,473,122US$915.4m-3.4%0.17%
0.77%
Legal & General Investment Management Limited
8,424,835US$814.1m-1.26%0.14%
0.66%
BNY Asset Management
7,280,337US$703.5m2.21%0.11%
0.63%
Morgan Stanley
6,942,135US$670.8m-8.69%0.06%
0.63%
Charles Schwab Investment Management, Inc.
6,894,212US$666.2m1.17%0.08%
0.59%
Royal Bank of Canada
6,528,779US$630.9m2.26%0.21%
0.55%
Soroban Capital Partners LP
6,093,608US$588.8m43.4%4.02%
0.55%
Eaton Vance Management
6,089,623US$588.4m-2.3%0.1%
0.41%
Goldman Sachs Asset Management, L.P.
4,537,694US$438.5m-7.04%0.08%
0.39%
Managed Account Advisors LLC
4,330,643US$418.5m-1.28%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/20 12:45
End of Day Share Price 2026/02/20 00:00
Earnings2025/12/31
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. 17 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