Institutional shares held 782 Million
4.68M calls
3.59M puts
Total value of holdings $70.9B
$423M calls
$326M puts
Market Cap $98.6B
1,088,669,952 Shares Out.
Institutional ownership 71.86%
# of Institutions 2,534


Latest Institutional Activity in SO

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 682K ($61.8M)
Q4 2025
Union Bancaire Privee, Ubp Sa Shares Held: 27.3K ($2.47M)
Q4 2025
Cwa Asset Management Group, LLC Shares Held: 208K ($18.9M)
Q4 2025
Rf&L Wealth Management, LLC Shares Held: 4.85K ($439K)
Q4 2025
Procyon Advisors, LLC Shares Held: 12.3K ($1.11M)

Top Sells

Q4 2025
Sg Americas Securities, LLC Shares Held: 311K ($28.2M)
Q4 2025
Assenagon Asset Management S.A. Shares Held: 77.5K ($7.02M)
Q4 2025
Confluence Investment Management LLC Shares Held: 1.49M ($135M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 50.7K ($4.59M)
Q4 2025
Park Avenue Securities LLC Shares Held: 40.2K ($3.64M)

About SO

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. In addition, it owns and/or operates 30 hydroelectric generating stations, 24 fossil fuel generating stations, three nuclear generating stations, 13 combined cycle/cogeneration stations, 45 solar facilities, 15 wind facilities, one fuel cell facility, and four battery storage facility; and constructs, operates, and maintains 76,289 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.7 million electric and gas utility customers. Further, the company offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.


Insider Transactions at SO

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
459K Shares
From 28 Insiders
Grant, award, or other acquisition 345K shares
Exercise of conversion of derivative security 114K shares
Sell / Disposition
350K Shares
From 24 Insiders
Payment of exercise price or tax liability 207K shares
Bona fide gift 20.5K shares
Open market or private sale 122K shares

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