Southern Company (SO) Ownership

74.39 ↑1.18 (1.61%)

As of April 29, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Southern Company (SO), owning a total of 99.6 million shares. Combined, the top 27 institutional holders of SO own 48.81% of the company with a total of 534.1 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of SO by 21.9 million shares. 12 institutions bought 30,974,023 total additional shares and increased their ownership by an average of 34.59%. However 8 institutions sold 9,065,726 total shares and decreased their ownership by an average of 5.07%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Southern Company increased by a net total of 21,908,297 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.100%	0.036%	99,608,563	35,898	2023-12-31
BlackRock Inc	7.101%	0.135%	77,732,498	104,505	2023-12-31
State Street Corporation	5.811%	1.280%	63,606,390	803,945	2023-12-31
FMR Inc	3.316%	-6.704%	36,298,518	-2,608,242	2023-12-31
T. Rowe Price Associates, Inc.	2.732%	-12.794%	29,900,452	-4,386,524	2023-12-31
Massachusetts Financial Services Company	2.322%	-2.621%	25,419,616	-684,281	2023-12-31
Geode Capital Management, LLC	1.874%	1.953%	20,516,976	393,102	2023-12-31
JPMorgan Chase & Co	1.783%	160.449%	19,518,379	12,024,245	2023-12-31
Capital Research & Mgmt Co - Division 3	1.502%	53.164%	16,444,163	5,707,845	2023-12-31
Franklin Resources Inc	1.431%	-0.165%	15,658,870	-25,922	2023-12-31
Northern Trust Corp	0.978%	-0.287%	10,707,042	-30,801	2023-12-31
Goldman Sachs Group Inc	0.976%	110.573%	10,684,788	5,610,641	2023-12-31
Legal & General Group PLC	0.975%	18.446%	10,672,375	1,662,067	2023-12-31
Morgan Stanley - Brokerage Accounts	0.966%	7.820%	10,578,520	767,213	2023-12-31
NORGES BANK	0.822%	47.410%	8,999,828	2,894,538	2023-12-31
Ameriprise Financial Inc	0.723%	4.811%	7,910,276	363,088	2023-12-31
Bank of New York Mellon Corp	0.691%	-7.834%	7,566,672	-643,113	2023-12-31
Bank of America Corp	0.675%	8.955%	7,384,369	606,936	2023-12-31
California Public Employees Retrmnt Sys	0.599%	-1.189%	6,554,659	-78,897	2023-12-31
Federated Hermes Inc	0.564%	-8.963%	6,175,189	-607,946	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.100%	0.036%	99,608,563	35,898	2023-12-31
BlackRock Inc	7.101%	0.135%	77,732,498	104,505	2023-12-31
State Street Corporation	5.811%	1.280%	63,606,390	803,945	2023-12-31
FMR Inc	3.316%	-6.704%	36,298,518	-2,608,242	2023-12-31
T. Rowe Price Associates, Inc.	2.732%	-12.794%	29,900,452	-4,386,524	2023-12-31
Massachusetts Financial Services Company	2.322%	-2.621%	25,419,616	-684,281	2023-12-31
Geode Capital Management, LLC	1.874%	1.953%	20,516,976	393,102	2023-12-31
JPMorgan Chase & Co	1.783%	160.449%	19,518,379	12,024,245	2023-12-31
Capital Research & Mgmt Co - Division 3	1.502%	53.164%	16,444,163	5,707,845	2023-12-31
Franklin Resources Inc	1.431%	-0.165%	15,658,870	-25,922	2023-12-31
Northern Trust Corp	0.978%	-0.287%	10,707,042	-30,801	2023-12-31
Goldman Sachs Group Inc	0.976%	110.573%	10,684,788	5,610,641	2023-12-31
Legal & General Group PLC	0.975%	18.446%	10,672,375	1,662,067	2023-12-31
Morgan Stanley - Brokerage Accounts	0.966%	7.820%	10,578,520	767,213	2023-12-31
Capital Research Global Investors	0.869%	-20.460%	9,473,315	-2,436,851	2023-09-30
NORGES BANK	0.822%	47.410%	8,999,828	2,894,538	2023-12-31
Ameriprise Financial Inc	0.723%	4.811%	7,910,276	363,088	2023-12-31
Wellington Management Company LLP	0.719%	19.307%	7,841,316	1,268,943	2023-06-30
Bank of New York Mellon Corp	0.691%	-7.834%	7,566,672	-643,113	2023-12-31
Bank of America Corp	0.675%	8.955%	7,384,369	606,936	2023-12-31
California Public Employees Retrmnt Sys	0.599%	-1.189%	6,554,659	-78,897	2023-12-31
Federated Hermes Inc	0.564%	-8.963%	6,175,189	-607,946	2023-12-31
Charles Schwab Investment Management Inc	0.548%	1.527%	5,978,149	89,902	2023-09-30
Amvescap Plc.	0.524%	-12.887%	5,716,829	-845,701	2023-06-30
Nuveen Asset Management, LLC	0.409%	13.035%	4,462,062	514,546	2022-12-31
Swiss National Bank	0.406%	-3.945%	4,423,000	-181,647	2022-12-31
Wells Fargo & Co	0.394%	-12.140%	4,287,408	-592,402	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Southern Company (SO), owning a total of 34.2 million shares. Combined, the top 35 mutual fund holders of SO own 35.04% of the company with a total of 383 million shares.

In the latest ownership report on March 31st 2024, the top 35 fund holders increased their combined ownership of SO by 5 million shares. 4 funds bought 6,377,077 total additional shares and increased their ownership by an average of 26.51%. However 7 funds sold 1,411,757 total shares and decreased their ownership by an average of 2.98%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Southern Company increased by a net total of 4,965,320 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	2.511%	0.936%	27,488,013	254,802	2024-03-31
Utilities Select Sector SPDR® ETF	1.259%	-0.294%	13,778,513	-40,568	2024-03-31
SPDR® S&P 500 ETF Trust	1.202%	-0.771%	13,155,220	-102,226	2024-03-31
American Funds Washington Mutual A	1.049%	70.506%	11,485,005	4,749,155	2024-03-31
Vanguard Value Index Inv	0.829%	-0.461%	9,072,844	-41,995	2024-03-31
Vanguard Institutional Index I	0.655%	-0.153%	7,173,355	-10,998	2024-03-31
Vanguard Utilities ETF	0.602%	-0.242%	6,591,208	-15,970	2024-03-31
T. Rowe Price Equity Income	0.524%	-9.464%	5,740,000	-600,000	2024-03-31
T. Rowe Price US Lg-Cp Equity Inc Comp	0.524%	-9.464%	5,740,000	-600,000	2024-03-31
Columbia Dividend Value	0.485%	34.225%	5,311,005	1,354,220	2024-03-31
Columbia Dividend Income Inst	0.485%	0.000%	5,311,005	0	2024-03-31
State St S&P 500® Indx SL Cl III	0.484%	0.358%	5,297,181	18,900	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.128%	-0.213%	34,237,529	-73,161	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.092%	1.871%	33,726,135	619,567	2023-03-31
Vanguard Institutional 500 Index Trust	2.511%	0.936%	27,488,013	254,802	2024-03-31
Vanguard 500 Index Investor	2.408%	0.561%	26,263,276	146,396	2023-08-31
MFS Large Cap Value (SMA)	1.437%	32,632,200.000%	15,663,500	15,663,452	2023-06-30
MFS Large Cap Value Equity	1.336%	-4.093%	14,625,741	-624,148	2023-12-31
MFS Value A	1.311%	-0.720%	14,350,708	-104,020	2024-02-29
Utilities Select Sector SPDR® ETF	1.259%	-0.294%	13,778,513	-40,568	2024-03-31
SPDR® S&P 500 ETF Trust	1.202%	-0.771%	13,155,220	-102,226	2024-03-31
Fidelity 500 Index	1.195%	1.017%	13,080,283	131,627	2024-02-29
Fidelity® 500 Index	1.165%	0.641%	12,707,934	80,872	2023-11-30
American Funds Washington Mutual A	1.049%	70.506%	11,485,005	4,749,155	2024-03-31
iShares Core S&P 500 ETF	1.033%	0.740%	11,305,482	83,072	2024-03-28
T. Rowe Price Value	1.010%	-11.194%	11,008,936	-1,387,643	2023-03-31
Franklin Income A1	0.914%	0.000%	10,000,000	0	2024-02-29
T. Rowe Price U.S. Value Equity Tr-Z	0.869%	-4.958%	9,478,036	-494,386	2023-03-31
Vanguard Value Index Inv	0.829%	-0.461%	9,072,844	-41,995	2024-03-31
Vanguard Institutional Index I	0.655%	-0.153%	7,173,355	-10,998	2024-03-31
Capital Group Wash Mutual Invtrs Comp	0.615%	19.201%	6,735,850	1,085,000	2023-12-31
Vanguard Utilities ETF	0.602%	-0.242%	6,591,208	-15,970	2024-03-31
JPMorgan Equity Premium Income ETF	0.581%	0.227%	6,361,292	14,416	2024-03-28
American Funds Income Fund of Amer A	0.583%	16.141%	6,355,381	883,267	2023-06-30
American Funds Capital Income Bldr A	0.527%	-14.178%	5,745,646	-949,175	2023-09-30
T. Rowe Price Equity Income	0.524%	-9.464%	5,740,000	-600,000	2024-03-31
T. Rowe Price US Lg-Cp Equity Inc Comp	0.524%	-9.464%	5,740,000	-600,000	2024-03-31
SPDR® S&P Dividend ETF	0.516%	-0.061%	5,629,083	-3,458	2024-01-31
Columbia Dividend Value	0.485%	34.225%	5,311,005	1,354,220	2024-03-31
Columbia Dividend Income Inst	0.485%	0.000%	5,311,005	0	2024-03-31
State St S&P 500® Indx SL Cl III	0.484%	0.358%	5,297,181	18,900	2024-03-31
Pictet Glbl Sel Fd Glbl Utilities Eq P	0.460%	39.670%	5,017,753	1,425,177	2023-10-31
Capital Group American Mutual Comp	0.458%	48.828%	5,015,933	1,645,642	2023-12-31
American Funds American Mutual A	0.460%	48.828%	5,015,933	1,645,642	2023-12-31
iShares MSCI USA Min Vol Factor ETF	0.457%	17.117%	4,984,824	728,560	2023-11-30
Vanguard High Dividend Yield ETF	0.449%	-0.323%	4,901,386	-15,891	2023-11-30
T. Rowe Price US Value Equity Composite	0.426%	-57.786%	4,647,267	-6,361,669	2023-06-30