The Southern Company (SO) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SO. 13F holdings as of 2026-06-30.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,796,076 | $172M | DECREASED |
| Confluence Investment Management | 1,370,593 | $131M | DECREASED |
| Capital Advisors Inc/OK | 1,139,024 | $109M | INCREASED |
| Truist Financial | 971,161 | $93M | INCREASED |
| Welch Group | 787,841 | $75M | INCREASED |
Recent Insider Trades
| Insider | Type | Shares | Value | Date |
|---|---|---|---|---|
| James O Etheredge (Director) | AWARD | 473 | $45K | 2026-07-01 |
| Janaki Akella (Director) | AWARD | 473 | $45K | 2026-07-01 |
| John D Johns (Director) | AWARD | 473 | $45K | 2026-07-01 |
| Kristine L Svinicki (Director) | AWARD | 473 | $45K | 2026-07-01 |
| Lizanne Thomas (Director) | AWARD | 473 | $45K | 2026-07-01 |
Full institutional holdings, insider history, and congressional trades for The Southern Company on SentiSense.