SO: Southern Co insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 1 sales totaling $8K in the last 180 days.
Insider sales
| Trade date | Insider | Role | Value | 10b5-1 plan |
|---|---|---|---|---|
| 2026-10-01 | Kim Matthew M. | Officer | $8K | yes |
Institutional ownership (Q2 2026)
2,375 institutions reported holding $74.51B of Southern Co on Form 13F (2,367 the quarter before). 117 opened a new position and 113 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 92,990,716 | $8.90B |
| VANGUARD CAPITAL MANAGEMENT LLC | 73,665,124 | $7.05B |
| STATE STREET CORP | 64,809,708 | $6.20B |
| Capital World Investors | 62,518,698 | $5.98B |
| JPMORGAN CHASE & CO | 32,778,201 | $3.17B |
| GEODE CAPITAL MANAGEMENT, LLC | 29,315,285 | $2.82B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,023,691 | $2.59B |
| FMR LLC | 22,537,244 | $2.16B |
| FRANKLIN RESOURCES INC | 16,561,908 | $1.59B |
| GOLDMAN SACHS GROUP INC | 14,582,492 | $1.40B |
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