Southern Ownership | Who Owns Southern?
Southern Ownership Summary
Southern is owned by 46.28% institutional investors, 0.08% insiders, and 53.63% retail investors. Vanguard group is the largest institutional shareholder, holding 9.81% of SO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.16% of its assets in Southern shares.
SO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern | 46.28% | 0.08% | 53.63% |
| Sector | Utilities Stocks | 35.28% | 8.46% | 56.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 108.06M | 9.81% | $9.42B |
| Blackrock funding, inc. /de | 88.56M | 8.04% | $7.72B |
| Blackrock | 77.69M | 7.10% | $6.03B |
| Jpmorgan chase | 61.77M | 5.61% | $5.39B |
| State street | 59.12M | 5.38% | $5.60B |
| Capital world investors | 41.14M | 3.73% | $3.59B |
| Price t rowe associates inc /md/ | 29.02M | 2.64% | $2.75B |
| Geode capital management | 27.26M | 2.47% | $2.38B |
| Fmr | 24.51M | 2.23% | $2.32B |
| Massachusetts financial services co /ma/ | 16.30M | 1.48% | $1.42B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Capital & planning | 141.77K | 8.30% | $13.44M |
| Signature wealth management group | 121.14K | 4.31% | $10.56M |
| Liberty one investment management | 685.77K | 3.66% | $65.01M |
| Meketa investment group inc /adv | 12.18K | 3.59% | $1.06M |
| Chronos wealth management | 88.36K | 3.57% | $7.71M |
| Windle wealth | 90.92K | 3.55% | $7.93M |
| Aull & monroe investment management | 76.84K | 3.36% | $6.70M |
| Carson advisory | 71.42K | 3.24% | $6.23M |
| Soroban capital partners lp | 4.25M | 3.04% | $402.78M |
| Aventail capital group, lp | 688.76K | 3.03% | $65.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lombard odier asset management (europe) | 14.76M | 0.84% | 14.76M |
| Norges bank | 12.75M | 0.12% | 12.75M |
| Price t rowe associates inc /md/ | 29.02M | 0.29% | 11.50M |
| Capital world investors | 41.14M | 0.49% | 7.59M |
| Blackrock funding, inc. /de | 88.56M | 0.13% | 1.75M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 11.24M | 0.15% | -8.41M |
| Jpmorgan chase | 61.77M | 0.34% | -8.05M |
| Massachusetts financial services co /ma/ | 16.30M | 0.46% | -3.51M |
| Clearbridge investments | - | - | -1.74M |
| Exoduspoint capital management, lp | - | - | -1.21M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lombard odier asset management (europe) | 14.76M | 0.84% | 14.76M | $16.67M |
| Norges bank | 12.75M | 0.12% | 12.75M | $1.11B |
| Renaissance | 1.51M | 0.20% | 1.51M | $131.97M |
| Voloridge investment management | 352.69K | 0.11% | 352.69K | $33.42M |
| Cibc world markets | 157.72K | 0.07% | 157.72K | $13.75M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Synergy asset management | -1.00 |
| Belmont capital | -3.00 |
| Perkins coie trust | -7.00 |
| Sugar maple asset management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 1,643 | -27.37% | 510,045,377 | -36.35% | 46 | 0.87% | 756 | -31.15% | 593 | -19.10% |
| Sep 30, 2025 | 1,488 | -32.76% | 286,807,760 | -61.79% | 26 | 0.56% | 717 | -32.17% | 476 | -34.16% |
| Jun 30, 2025 | 2,198 | -1.79% | 775,669,159 | 4.91% | 70 | 1.56% | 1,057 | -6.63% | 711 | -2.47% |
| Mar 31, 2025 | 2,211 | 3.13% | 738,148,577 | -0.99% | 67 | 1.45% | 1,121 | -0.44% | 723 | 7.43% |
| Dec 31, 2024 | 2,044 | -0.05% | 742,906,631 | 1.31% | 67 | 1.52% | 1,057 | 7.20% | 653 | -6.58% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 34.75M | 3.16% | 69.76K |
| Vanguard Total Stock Mkt Idx Inv | 34.70M | 3.10% | 127.97K |
| Vanguard Institutional 500 Index Trust | 31.16M | 2.83% | 214.83K |
| Vanguard 500 Index Investor | 28.05M | 2.51% | 175.23K |
| State Street®UtilSelSectSPDR®ETF | 18.20M | 1.63% | - |
| The Utilities Select Sector SPDR® ETF | 17.81M | 1.62% | -14.36K |
| Capital Group Wash Mutual Invtrs Comp | 16.48M | 1.47% | -976.77K |
| American Funds Washington Mutual A | 16.48M | 1.47% | -976.77K |
| iShares Core S&P 500 ETF | 14.02M | 1.25% | 2.69M |
| Fidelity 500 Index | 13.92M | 1.24% | 32.48K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 24, 2026 | Kim Matthew M. | Comptroller | Sell | $487.45K |
| Sep 30, 2025 | Anderson Bryan D | EVP | Sell | $582.31K |
| Aug 11, 2025 | Spainhour Sterling A Jr. | EVP & CLO | Sell | $226.15K |
| Jul 21, 2025 | Greene Kimberly S, | Chairman, President & CEO, GPC | Sell | $1.25M |
| May 23, 2025 | Cummiskey Christopher | EVP | Sell | $1.10M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 8 |
SO Ownership FAQ
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