Institutional shares held 703 Million
5.04M calls
3.43M puts
Total value of holdings $58.3B
$418M calls
$284M puts
Market Cap $90.4B
1,088,669,952 Shares Out.
Institutional ownership 64.6%
# of Institutions 2,213


Latest Institutional Activity in SO

Top Purchases

Q3 2024
Jpmorgan Chase & CO Shares Held: 54.7M ($4.54B)
Q3 2024
Gqg Partners LLC Shares Held: 16.6M ($1.37B)
Q3 2024
State Street Corp Shares Held: 58.9M ($4.89B)
Q3 2024
International Assets Investment Management, LLC Shares Held: 1.5M ($125M)
Q3 2024
Amundi Shares Held: 2.5M ($207M)

Top Sells

Q3 2024
Mizuho Securities Usa LLC Shares Held: 70.9K ($5.89M)
Q3 2024
Mitsubishi Ufj Trust & Banking Corp Shares Held: 845K ($70.2M)
Q3 2024
Franklin Resources Inc Shares Held: 14.2M ($1.18B)
Q3 2024
Federated Hermes, Inc. Shares Held: 2.95M ($245M)
Q3 2024
Nuveen Asset Management, LLC Shares Held: 6.2M ($515M)

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
495K Shares
From 29 Insiders
Grant, award, or other acquisition 385K shares
Exercise of conversion of derivative security 110K shares
Sell / Disposition
373K Shares
From 28 Insiders
Payment of exercise price or tax liability 217K shares
Open market or private sale 135K shares
Bona fide gift 21K shares

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