The Southern Company (SO) Ownership & Trading Activity

Institutional holders, insider transactions, and congressional trades for SO. 13F holdings as of 2026-06-30.

In 13F filings for the quarter ended June 30, 2026, 2,336 institutions reported holding SO, with 831.6 million shares worth $79.3 billion in aggregate.

Top Institutional Holders

InstitutionSharesValueChange
Vanguard113,133,256$10.8BINCREASED
BlackRock92,990,716$8.9BINCREASED
State Street64,809,708$6.2BINCREASED
Capital Group63,555,458$6.1BINCREASED
T. Rowe Price46,436,959$4.4BINCREASED

Recent Insider Trades

InsiderTypeSharesValueDate
Janaki Akella (Director)AWARD539$45K2026-10-01
Shantella E. Cooper (Director)AWARD539$45K2026-10-01
James O Etheredge (Director)AWARD539$45K2026-10-01
John D Johns (Director)AWARD539$45K2026-10-01
David J Grain (Director)AWARD973$81K2026-10-01

Recent Congressional Trades

MemberTypeAmountDate
Ro Khanna (Democrat)PURCHASE$1,001 - $15,0002026-09-25

Full institutional holdings, insider history, and congressional trades for The Southern Company on SentiSense.