Southern Company
Ownership
Ownership Structure
Who owns Southern Company (SO)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.8% of the shares are freely tradable; institutional investors hold 72.6%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.86 | 90,368,703 | +2.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 6.22 | 71,539,145 | +0.0 | 03/31/2026 |
| State Street Corp | 5.47 | 62,980,088 | +2.4 | 03/31/2026 |
| Capital World Investors | 5.43 | 62,518,698 | +11.2 | 06/30/2026 |
| JPMorgan Chase & Co | 3.77 | 43,337,750 | -29.8 | 03/31/2026 |
| T. Rowe Price Associates, Inc. | 3.17 | 36,425,526 | +5.7 | 03/31/2026 |
| Geode Capital Management, LLC | 2.46 | 28,355,049 | +4.0 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 2.27 | 26,136,857 | +0.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.12 | 35,925,014 | +0.3 | 07/31/2026 |
| Vanguard 500 Index Investor | 2.57 | 29,603,581 | +1.1 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Spainhour Sterling A Jr. | EVP & CLO | 35,219 | 3,057,009 $ | Aug 6, 2026 | direct |
| Sena Peter P III | Chairman,President & CEO, SNC | 26,935 | 2,337,958 $ | Sep 3, 2026 | direct |
| Kim Matthew M. | Comptroller | 4,988 | 432,958 $ | Sep 3, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Sena Peter P III | Chairman,President & CEO, SNC | Sell | 4,266 | 88.59 | 377,925 |
| Sep 3, 2026 | Kim Matthew M. | Comptroller | Sell | 1,400 | 88.87 | 124,418 |
| Sep 1, 2026 | Kim Matthew M. | Comptroller | Sell | 100 | 88.45 | 8,845 |
| Aug 6, 2026 | Spainhour Sterling A Jr. | EVP & CLO | Sell | 3,333 | 94.02 | 313,369 |
| Aug 3, 2026 | Kim Matthew M. | Comptroller | Sell | 100 | 94.28 | 9,428 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.