$SO

$92.56 -$0.33 (0.36%) Live

$SO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.15B shares outstanding

Who owns SO?

By type of holder

Institutions 72.5% Insiders 0.0% Everyone else 27.5%

Concentration Top 10 holders own 40.7%

BlackRock, Inc. 8.1% · Vanguard Capital Management LLC 6.4%

Institutional ownership

72.5%

+3.8 pts vs last qtr

Institutional holders

2,361

-7 vs last qtr

Net shares bought

+44.0M

by institutions in Q2 2026

New / sold out

146 / 153

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +14.4M
Price T Rowe Associates Inc /MD/ +10.0M

Biggest sellers in Q2 2026

Jpmorgan Chase & Co −10.6M
Capital Research Global Investors SOLD OUT −2.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.64M

13 notices from 8 people

Shares covered

58.9K

0.01% of the company

Arranged in advance

98%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Kimberly Greene Officer 10b5-1 $2.42M
Stanley Connally Officer 10b5-1 $1.22M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+15.8%

+1.64% a year

Each share's claim on the business

−13.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years82% 3–5 years2% 1–3 years12% Under 1 year4%

Quarterly turnover

7.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	93.0M	8.08%	+2.6M (+2.9%)	≤2021	0.1%
Shares held by quarter Peak holding93.0M (Q2'26) Change over 8 quarters+12.5M Share of the company8.080% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	73.7M	6.40%	+2.1M (+3.0%)	≤2021	0.2%
Shares held by quarter Peak holding73.7M (Q2'26) Change over 8 quarters+73.7M Share of the company6.400% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

93.0M

% of company

8.08%

Change vs last qtr

+2.6M (+2.9%)

Held since

≤2021

Vanguard Capital Management LLC

73.7M

% of company

6.40%

Change vs last qtr

+2.1M (+3.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Southern Co, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SO on Form N-PORT; together they hold 33.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$3.43B	35.8M	3.11%	0.15%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$2.8B	29.2M	2.54%	0.17%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$3.43B

% of company

3.11%

% of the fund

0.15%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$2.8B

% of company

2.54%

% of the fund

0.17%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Southern Co and how much of the fund the position is.

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