Southern Ownership | Who Owns Southern?
Southern Ownership Summary
Southern is owned by 70.10% institutional investors, 0.10% insiders, and 29.81% retail investors. Vanguard group is the largest institutional shareholder, holding 9.81% of SO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in Southern shares.
SO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern | 70.10% | 0.10% | 29.81% |
| Sector | Utilities Stocks | 137.25% | 7.99% | -45.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 108.06M | 9.81% | $9.42B |
| Blackrock funding, inc. /de | 92.99M | 8.27% | $8.90B |
| Blackrock | 77.69M | 7.10% | $6.03B |
| State street | 64.81M | 5.77% | $6.20B |
| Capital world investors | 56.24M | 5.10% | $5.43B |
| Jpmorgan chase | 43.34M | 3.93% | $4.20B |
| Price t rowe associates inc /md/ | 36.43M | 3.30% | $3.52B |
| Geode capital management | 28.36M | 2.57% | $2.75B |
| Fmr | 22.89M | 2.08% | $2.21B |
| Franklin resources | 16.81M | 1.52% | $1.62B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Capital & planning | 141.77K | 8.30% | $13.44M |
| Signature wealth management group | 121.63K | 4.46% | $11.74M |
| Longboard asset management, lp | 2.57K | 4.13% | $246.26K |
| Chronos wealth management | 90.15K | 3.83% | $8.63M |
| Windle wealth | 98.22K | 3.78% | $9.40M |
| Meketa investment group inc /adv | 12.18K | 3.59% | $1.06M |
| Aull & monroe investment management | 78.38K | 3.14% | $7.50M |
| Carson advisory | 70.39K | 3.09% | $6.74M |
| Edgar lomax co/va | 448.07K | 3.08% | $43.25M |
| Griffith & werner | 68.49K | 3.07% | $6.55M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 56.24M | 0.74% | 15.10M |
| Lombard odier asset management (europe) | 14.76M | 0.84% | 14.76M |
| Norges bank | 14.36M | 0.14% | 14.36M |
| Vanguard fiduciary trust | 6.20M | 0.15% | 6.20M |
| Boston partners | 6.17M | 0.53% | 6.13M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 43.34M | 0.27% | -18.43M |
| Capital investors | 1.38M | 0.03% | -9.86M |
| Soroban capital partners lp | 2.38M | 0.44% | -3.72M |
| Massachusetts financial services co /ma/ | 13.83M | 0.42% | -1.76M |
| Clearbridge investments | - | - | -1.74M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lombard odier asset management (europe) | 14.76M | 0.84% | 14.76M | $16.67M |
| Norges bank | 14.36M | 0.14% | 14.36M | $1.37B |
| Vanguard fiduciary trust | 6.20M | 0.15% | 6.20M | $598.14M |
| Vanguard global advisers | 2.41M | 0.13% | 2.41M | $232.58M |
| Vanguard asset management | 2.07M | 0.17% | 2.07M | $199.72M |
Sold Out
| Holder | Change |
|---|---|
| Eq wealth advisors | -1.00 |
| Synergy asset management | -1.00 |
| Mendota financial group | -1.00 |
| Ross\johnson & associates | -2.00 |
| Belmont capital | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 2,344 | 1.38% | 773,163,646 | -2.96% | 70 | 1.34% | 1,180 | 6.88% | 764 | -4.98% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 35.82M | 3.18% | 807.33K |
| Vanguard Morn Total Stk Mkt Idx Investor | 35.82M | 3.18% | 807.33K |
| Vanguard US Total Market Shares ETF | 34.75M | 3.16% | 69.76K |
| Vanguard Institutional 500 Index Trust | 31.16M | 2.83% | 214.83K |
| Vanguard 500 Index Investor | 29.29M | 2.60% | 464.44K |
| American Funds Income Fd of Amer A | 23.49M | 2.08% | 1.18M |
| American Funds Income Fund of Amer A | 22.31M | 1.98% | 11.81M |
| State Street®UtilSelSectSPDR®ETF | 18.74M | 1.63% | 126.42K |
| The Utilities Select Sector SPDR® ETF | 17.81M | 1.62% | -14.36K |
| iShares Core S&P 500 ETF | 15.21M | 1.32% | 24.23K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 06, 2026 | Spainhour Sterling A Jr. | EVP & CLO | Sell | $313.37K |
| Aug 03, 2026 | Kim Matthew M. | Comptroller | Sell | $9.43K |
| Jul 01, 2026 | Kim Matthew M. | Comptroller | Sell | $9.58K |
| Jun 01, 2026 | Kim Matthew M. | Comptroller | Sell | $9.12K |
| May 01, 2026 | Kim Matthew M. | Comptroller | Sell | $9.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 3 |
SO Ownership FAQ
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