The Southern Company (SO) Institutional Ownership & Insider Trading

2,351 institutions reported holding The Southern Company shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 13 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Market cap: 106.9B
P/E TTM: 22.4
Dividend yield: 3.2%
52-week: —
Next earnings: 5 Nov, in 12 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

2,351 institutions held 72.6% of the shares. Across filers that reported both quarters, shares held changed +4.0%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	2,351	835	+4.0%	823	90	543	79
Mar 26	2,326	787	+0.3%	713	152	593	70
Dec 25	2,209	795	-8.7%	620	71	645	122
Sep 25	2,171	855	+11.7%	655	112	523	64
Jun 25	2,138	771	+2.7%	683	76	560	85
Mar 25	2,151	739	+0.2%	645	164	581	70
Dec 24	2,043	745	-6.4%	622	82	521	102
Sep 24	1,957	730	-0.9%	556	160	561	51

The Southern Company — questions

Who owns The Southern Company stock?: 2,351 institutions reported The Southern Company shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (8.1%), VANGUARD CAPITAL MANAGEMENT LLC (6.4%), STATE STREET CORP (5.6%).
Are The Southern Company insiders buying or selling?: 13 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from The Southern Company's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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