The Southern Company SO

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92.97 USD -0.78 (-0.83%)

Nov 4, 2026, 12:52 PM EST

90.41 Day range 93.34
82.35 52-week range 99.11
YTD
+6.62%
1 year
+0.26%

Held by funds

439 US ETFs and mutual funds hold SO · largest positions

Funds holding SO, by value held
FundValue heldWeight in fund
VTI $2.97B0.13%
VOO $2.50B0.14%
XLU $1.91B7.92%
IVV $1.44B0.16%
SPY $1.34B0.17%
FXAIX $1.24B0.14%
VTV $890.71M0.35%
VPU $642.24M6.74%
VINIX $504.42M0.14%
JEPI $442.03M0.96%
CDDYX $440.99M0.94%
VYM $388.60M0.41%
SDY $368.43M1.63%
DGRO $365.05M0.81%
USMV $330.15M1.37%
IGF $322.89M2.96%
SPYM $302.97M0.17%
HDV $295.04M1.80%
IWD $237.16M0.28%
RU10VATR $222.72M0.29%

Ownership

Held by insiders 0.10%
Held by institutions 74.31%
Float held by institutions 74.38%
Institutions 2,803

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.8.08%92,990,7168.72BJun 29, 2026
Vanguard Capital Management LLC6.40%73,665,1246.91BJun 29, 2026
State Street Corporation5.63%64,809,7086.08BJun 29, 2026
Capital World Investors5.43%62,518,6985.86BJun 29, 2026
Price (T.Rowe) Associates Inc4.03%46,415,9044.35BJun 29, 2026
JPMORGAN CHASE & CO2.85%32,778,2013.07BJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.11%35,818,3733.36BJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.54%29,223,0292.74BJun 29, 2026
SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF1.77%20,357,0481.91BSep 29, 2026
Income Fund of America1.63%18,795,5871.76BSep 29, 2026
iShares Trust-iShares Core S&P 500 ETF1.33%15,328,4651.44BSep 29, 2026
Fidelity Concord Street Trust-Fidelity 500 Index Fund1.27%14,633,3791.37BAug 30, 2026
SO insiders
InsiderRelationLatest transactionDateShares held
ANDERSON BRYAN DOfficerStock Award(Grant)Feb 10, 202667,389
CONNALLY STANLEY W JRChief Operating OfficerSaleMar 17, 2026177,044
DAVIS MARTIN BERNARDChief Technology OfficerSaleMar 2, 2025102,090
GREENE KIMBERLY SOfficerSaleMar 29, 2026103,602
KERR JAMES Y. IIOfficerStock Award(Grant)Feb 10, 2026217,637
PEOPLES JAMES JEFFREYOfficerStock Award(Grant)Feb 10, 202651,519