Institutional shares held 718 Million
4.13M calls
3.43M puts
Total value of holdings $65.7B
$377M calls
$314M puts
Market Cap $99.6B
1,088,669,952 Shares Out.
Institutional ownership 65.98%
# of Institutions 2,388


Latest Institutional Activity in SO

Top Purchases

Q1 2025
Assenagon Asset Management S.A. Shares Held: 701K ($64.1M)
Q1 2025
Exchange Traded Concepts, LLC Shares Held: 295K ($27M)
Q1 2025
Teacher Retirement System Of Texas Shares Held: 489K ($44.8M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 90.1K ($8.24M)
Q1 2025
Sg Americas Securities, LLC Shares Held: 128K ($11.8M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 21.3K ($1.94M)
Q1 2025
Norris Perne & French LLP Shares Held: 11.4K ($1.04M)
Q1 2025
Rhumbline Advisers Shares Held: 1.97M ($180M)
Q1 2025
Verity & Verity, LLC Shares Held: 133K ($12.1M)
Q1 2025
New York State Teachers Retirement System Shares Held: 841K ($76.9M)

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
452K Shares
From 28 Insiders
Grant, award, or other acquisition 345K shares
Exercise of conversion of derivative security 106K shares
Sell / Disposition
407K Shares
From 28 Insiders
Payment of exercise price or tax liability 204K shares
Bona fide gift 21K shares
Open market or private sale 182K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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