The Southern Company (SO) Shareholders & Insider Trades
Southern shareholders at a glance
The largest holder of Southern stock is BlackRock Advisors LLC, with 80.2 million shares (6.97% of the company), worth about $7.06 billion as of September 25, 2026. The 10 largest holders together own 40.4%.
In Q2 2026, 2,441 institutional holdings reports listed 965.0 million shares worth $81.30 billion, up 22.2% in shares from Q1 2026.
Insiders reported 109 transactions in the last two years: 23 sales worth $16.71 million and no purchases. The newest one on file is from September 3, 2026 (Sena Peter P Iii, Officer).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through September 3, 2026.
The Southern Company
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Southern shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Advisors LLC | 80.2 million | 6.97% | $7.1B |
| Vanguard Capital Management LLC | 73.7 million | 6.40% | $6.5B |
| State Street Corporation | 64.8 million | 5.63% | $5.7B |
| Capital Research & Management Co. (World Investors) | 62.5 million | 5.43% | $5.5B |
| T. Rowe Price International Ltd. | 48.4 million | 4.21% | $4.3B |
| JPMorgan Investment Management, Inc. | 32.8 million | 2.85% | $2.9B |
| Geode Capital Management LLC | 29.3 million | 2.55% | $2.6B |
| Vanguard Portfolio Management LLC | 27.0 million | 2.35% | $2.4B |
| Fiduciary Trust Company International | 23.6 million | 2.05% | $2.1B |
| Fidelity Management & Research Co. LLC | 22.9 million | 1.99% | $2.0B |
As of September 25, 2026.
Southern institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 2,441 | 965.0 million | $81.3B |
| Q1 2026 | 2,442 | 790.0 million | $76.2B |
| Q4 2025 | 2,349 | 800.0 million | $69.7B |
| Q3 2025 | 2,307 | 872.0 million | $81.2B |
| Q2 2025 | 2,275 | 786.0 million | $71.8B |
| Q1 2025 | 2,291 | 751.0 million | $69.1B |
| Q4 2024 | 2,202 | 749.0 million | $62.5B |
| Q3 2024 | 2,092 | 819.0 million | $73.2B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Southern insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Sena Peter P Iii | Sep 3, 2026 | Officer | Sale at price 88.59 per share. | $377,925 |
| Kim Matthew M. | Sep 3, 2026 | Officer | Sale at price 88.87 per share. | $124,418 |
| Kim Matthew M. | Sep 1, 2026 | Officer | Sale at price 88.45 per share. | $8,845 |
| Spainhour Sterling A. Jr. | Aug 6, 2026 | Officer | Sale at price 94.02 per share. | $313,369 |
| Kim Matthew M. | Aug 3, 2026 | Officer | Sale at price 94.28 per share. | $9,428 |
| Kim Matthew M. | Jul 1, 2026 | Officer | Sale at price 95.77 per share. | $9,577 |
| Sena Peter P Iii | Jun 26, 2026 | Officer | -- | – |
| Kim Matthew M. | Jun 1, 2026 | Officer | Sale at price 91.16 per share. | $9,116 |
| Womack Christopher C. | May 22, 2026 | Chief Executive Officer | -- | – |
| Kim Matthew M. | May 1, 2026 | Officer | Sale at price 96.57 per share. | $9,657 |
| Kim Matthew M. | Apr 1, 2026 | Officer | -- | – |
| Greene Kimberly S | Mar 30, 2026 | Officer | Sale at price 96.67 per share. | $2.4M |
Newest 12 of 109 insider transactions in the last two years.
Questions and answers
Who owns the most Southern stock?
BlackRock Advisors LLC, with 6.97% of the company (as of September 25, 2026). Next: Vanguard Capital Management LLC (6.40%) and State Street Corporation (5.63%).
How many institutions own Southern stock?
2,441 institutional holdings reports listed Southern shares in Q2 2026, 965.0 million shares in all worth $81.30 billion.
Are Southern insiders buying or selling the stock?
In the last two years insiders reported 23 sales and no purchases (109 transactions in all); the newest on file is from September 3, 2026.
