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 | 8.08 | 92,990,716 | +2.9 | 06/30/2026 |
| Vanguard Capital Management, LLC | 6.40 | 73,665,124 | +3.0 | 06/30/2026 |
| State Street Corp | 5.63 | 64,809,708 | +2.9 | 06/30/2026 |
| Capital World Investors | 5.43 | 62,518,698 | +11.2 | 06/30/2026 |
| T. Rowe Price Associates, Inc. | 4.03 | 46,415,904 | +27.4 | 06/30/2026 |
| JPMorgan Chase & Co | 2.85 | 32,778,201 | -24.4 | 06/30/2026 |
| Geode Capital Management, LLC | 2.55 | 29,315,285 | +3.4 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 2.35 | 27,023,691 | +3.4 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.11 | 35,798,955 | -0.2 | 09/30/2026 |
| Vanguard 500 Index Investor | 2.63 | 30,218,045 | +0.9 | 09/30/2026 |
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 | 3,300,020 $ | Aug 6, 2026 | direct |
| Sena Peter P III | Chairman,President & CEO, SNC | 26,935 | 2,523,810 $ | Sep 3, 2026 | direct |
| Kim Matthew M. | Comptroller | 4,888 | 458,006 $ | Oct 1, 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 |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Kim Matthew M. | Comptroller | Sell | 100 | 82.73 | 8,273 |
| 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: October 30, 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.