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SOUTHERN CO (SO)
Institutional ownership, SEC filings and insider activity
Sector: Infrastructure & Utilities · SEC CIK 0000092122 · EDGAR filings · Updated 2026-07-02
SOUTHERN CO (SO) has reported institutional ownership of 70.0%, with 2,333 institutional managers holding positions valued at $76.0B per the latest 13F reporting period.
Latest updates
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
Institutional ownership overview
According to SEC 13F filings tracked by Sightfile, SOUTHERN CO has 2,333 institutional holders and institutional ownership of 70.0%.
| # | Institution | Reported value | % of tracked total |
|---|---|---|---|
| 1 | BlackRock, Inc. | $8.72B | 11.5% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $6.90B | 9.1% |
| 3 | STATE STREET CORP | $6.08B | 8.0% |
| 4 | Capital World Investors | $5.43B | 7.1% |
| 5 | JPMORGAN CHASE & CO | $4.20B | 5.5% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.52B | 4.6% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $2.75B | 3.6% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.52B | 3.3% |
| 9 | FMR LLC | $2.21B | 2.9% |
| 10 | FRANKLIN RESOURCES INC | $1.62B | 2.1% |
Full holder history and quarter-over-quarter changes are available inside the app.
Insider activity
Insiders reported 130 transactions (0 buys, 9 sells) across 26 reporting insiders, with a net reported value of −$9.08M.
Quarterly net insider value, as reported in Form 4 filings.
Debt maturity schedule
Principal coming due by year for SOUTHERN CO, from the company's own SEC prospectus filings (424B) tracked by Sightfile.
| Year | Bond series maturing | Known principal due |
|---|---|---|
| 2027 | 2 | — |
| 2028 | 3 | — |
| 2029 | 1 | — |
| 2030 | 1 | — |
| 2032 | 1 | — |
| 2033 | 1 | — |
| 2034 | 2 | — |
| 2035 | 2 | — |
| 2036 | 1 | — |
| 2046 | 1 | — |
| 2051 | 1 | — |
| 2055 | 2 | — |
Coupons, seniority and prospectus links for each series are available inside the app.
Related companies
NEXTERA ENERGY INC (NEE) · CONSTELLATION ENERGY CORP (CEG) · WILLIAMS COS INC (WMB) · WASTE MGMT INC DEL (WM) · DUKE ENERGY CORP NEW (DUK) · AMERICAN ELEC PWR CO INC (AEP)
See full history, cross-references and alerts on SightfileData sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-02.