Southern Company (SO) Ownership

85.28 ↓1.94 (-2.22%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Southern Company (SO), owning a total of 105.9 million shares. Combined, the top 35 institutional holders of SO own 64.25% of the company with a total of 706 million shares.

In the latest ownership report on June 30th 2025, the top 35 institutional holders increased their combined ownership of SO by 17.8 million shares. 12 institutions bought 25,507,940 total additional shares and increased their ownership by an average of 5.96%. However 8 institutions sold 7,750,483 total shares and decreased their ownership by an average of 5.52%.

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 17,757,457 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	9.627%	1.626%	105,904,243	1,694,066	2025-06-30
BlackRock Inc	7.925%	3.347%	87,174,120	2,823,251	2025-06-30
JPMorgan Chase & Co	6.269%	8.460%	68,964,026	5,379,090	2025-06-30
State Street Corp	5.374%	1.230%	59,116,535	718,012	2025-06-30
Geode Capital Management, LLC	2.364%	0.938%	26,006,919	241,572	2025-06-30
Capital Research & Mgmt Co - Division 3	2.354%	0.466%	25,891,240	120,040	2025-06-30
FMR Inc	2.249%	-14.749%	24,741,464	-4,280,489	2025-06-30
Massachusetts Financial Services Company	1.848%	-3.998%	20,331,847	-846,719	2025-06-30
T. Rowe Price Associates, Inc.	1.593%	17.891%	17,526,556	2,659,780	2025-06-30
Franklin Resources Inc	1.274%	-6.223%	14,015,721	-929,994	2025-06-30
Morgan Stanley - Brokerage Accounts	1.169%	5.368%	12,861,163	655,173	2025-06-30
NORGES BANK	1.168%	24.707%	12,846,730	2,545,234	2025-06-30
Northern Trust Corp	0.962%	-2.995%	10,585,833	-326,830	2025-06-30
Ameriprise Financial Inc	0.887%	4.954%	9,753,110	460,337	2025-06-30
Royal Bank of Canada	0.850%	2.521%	9,351,679	229,964	2025-06-30
Bank of America Corp	0.761%	-8.289%	8,369,321	-756,381	2025-06-30
Legal & General Group PLC	0.750%	-2.041%	8,246,984	-171,800	2025-06-30
Capital World Investors	0.726%	0.000%	7,981,421	7,981,421	2025-06-30
Goldman Sachs Group Inc	0.658%	-1.421%	7,238,446	-104,351	2025-06-30
Bank of New York Mellon Corp	0.649%	-4.466%	7,143,812	-333,919	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.627%	1.626%	105,904,243	1,694,066	2025-06-30
BlackRock Inc	7.925%	3.347%	87,174,120	2,823,251	2025-06-30
JPMorgan Chase & Co	6.269%	8.460%	68,964,026	5,379,090	2025-06-30
State Street Corp	5.374%	1.230%	59,116,535	718,012	2025-06-30
State Street Corporation	5.276%	-9.203%	57,752,984	-5,853,406	2024-03-31
Geode Capital Management, LLC	2.364%	0.938%	26,006,919	241,572	2025-06-30
Capital Research & Mgmt Co - Division 3	2.354%	0.466%	25,891,240	120,040	2025-06-30
FMR Inc	2.249%	-14.749%	24,741,464	-4,280,489	2025-06-30
Massachusetts Financial Services Company	1.848%	-3.998%	20,331,847	-846,719	2025-06-30
T. Rowe Price Associates, Inc.	1.593%	17.891%	17,526,556	2,659,780	2025-06-30
GQG Partners LLC	1.345%	-10.592%	14,802,254	-1,753,649	2024-12-31
Mizuho Securities USA Inc	1.343%	17,356.700%	14,717,903	14,633,592	2024-09-30
Franklin Resources Inc	1.274%	-6.223%	14,015,721	-929,994	2025-06-30
Morgan Stanley - Brokerage Accounts	1.169%	5.368%	12,861,163	655,173	2025-06-30
NORGES BANK	1.168%	24.707%	12,846,730	2,545,234	2025-06-30
Northern Trust Corp	0.962%	-2.995%	10,585,833	-326,830	2025-06-30
Ameriprise Financial Inc	0.887%	4.954%	9,753,110	460,337	2025-06-30
Capital Research Global Investors	0.869%	-20.460%	9,473,315	-2,436,851	2023-09-30
Royal Bank of Canada	0.850%	2.521%	9,351,679	229,964	2025-06-30
Bank of America Corp USD	0.776%	0.314%	8,501,042	26,585	2024-09-30
Bank of America Corp	0.761%	-8.289%	8,369,321	-756,381	2025-06-30
Legal & General Group PLC	0.750%	-2.041%	8,246,984	-171,800	2025-06-30
Capital World Investors	0.726%	0.000%	7,981,421	7,981,421	2025-06-30
Wellington Management Company LLP	0.719%	19.307%	7,841,316	1,268,943	2023-06-30
Nuveen Asset Management, LLC	0.688%	-12.715%	7,541,878	-1,098,631	2024-06-30
Goldman Sachs Group Inc	0.658%	-1.421%	7,238,446	-104,351	2025-06-30
Bank of New York Mellon Corp	0.649%	-4.466%	7,143,812	-333,919	2025-06-30
Charles Schwab Investment Management Inc	0.607%	1.228%	6,680,776	81,066	2025-03-31
California Public Employees Retrmnt Sys	0.580%	-3.132%	6,349,380	-205,279	2024-03-31
Federated Hermes Inc	0.538%	-4.607%	5,890,732	-284,457	2024-03-31
Amvescap Plc.	0.524%	-12.887%	5,716,829	-845,701	2023-06-30
Nuveen, LLC	0.504%	0.000%	5,548,980	5,548,980	2025-03-31
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
RARE Infrastructure	0.219%	-13.425%	2,399,201	-372,041	2024-03-31

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of Southern Company (SO), owning a total of 34.8 million shares. Combined, the top 40 mutual fund holders of SO own 44.21% of the company with a total of 485 million shares.

In the latest ownership report on August 31st 2025, the top 40 fund holders increased their combined ownership of SO by 140 thousand shares. 1 funds bought 163,185 total additional shares and increased their ownership by an average of 1.24%. However 2 funds sold 23,347 total shares and decreased their ownership by an average of 0.12%.

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 139,838 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
The Utilities Select Sector SPDR® ETF	1.619%	-0.081%	17,806,140	-14,356	2025-08-31
SPDR® S&P 500® ETF	1.207%	1.245%	13,276,201	163,185	2025-08-31
iShares Core S&P 500 ETF	1.202%	0.000%	13,225,409	0	2025-08-31
State St S&P 500® Indx SL Cl III	0.533%	-0.153%	5,866,531	-8,991	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard US Total Market Shares ETF	3.159%	0.201%	34,750,067	69,757	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.144%	-2.267%	34,585,111	-802,176	2025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.092%	1.871%	33,726,135	619,567	2023-03-31
Vanguard Institutional 500 Index Trust	2.832%	0.694%	31,161,339	214,834	2025-05-31
Vanguard 500 Index Investor	2.473%	-12.778%	27,204,939	-3,985,454	2025-07-31
The Utilities Select Sector SPDR® ETF	1.619%	-0.081%	17,806,140	-14,356	2025-08-31
MFS Large Cap Value (SMA)	1.437%	32,632,200.000%	15,663,500	15,663,452	2023-06-30
Capital Group Wash Mutual Invtrs Comp	1.284%	11.455%	14,119,911	1,451,143	2025-06-30
American Funds Washington Mutual A	1.284%	11.455%	14,119,911	1,451,143	2025-06-30
Fidelity 500 Index	1.267%	0.043%	13,931,625	5,963	2025-07-31
Utilities Select Sector SPDR® ETF	1.253%	1.714%	13,699,283	230,848	2024-05-30
SPDR® S&P 500 ETF	1.238%	-1.444%	13,623,161	-199,640	2025-03-31
SPDR® S&P 500® ETF	1.207%	1.245%	13,276,201	163,185	2025-08-31
SPDR® S&P 500® ETF Trust	1.209%	-0.522%	13,261,877	-69,552	2025-03-31
iShares Core S&P 500 ETF	1.202%	0.000%	13,225,409	0	2025-08-31
SPDR® S&P 500 ETF Trust	1.192%	0.700%	13,031,743	90,580	2024-05-30
Fidelity® 500 Index	1.165%	0.641%	12,707,934	80,872	2023-11-30
MFS Large Cap Value Equity	1.041%	-3.302%	11,452,519	-391,113	2025-06-30
MFS Value A	1.035%	-0.581%	11,385,949	-66,570	2025-07-31
T. Rowe Price Value	1.010%	-11.194%	11,008,936	-1,387,643	2023-03-31
Vanguard Value Index Inv	0.886%	-0.121%	9,751,040	-11,795	2025-07-31
T. Rowe Price U.S. Value Equity Tr-Z	0.869%	-4.958%	9,478,036	-494,386	2023-03-31
Franklin Income A1	0.636%	0.000%	7,000,000	0	2025-07-31
Vanguard Utilities ETF	0.607%	-0.070%	6,676,356	-4,696	2025-07-31
Vanguard Institutional Index I	0.604%	-1.057%	6,645,821	-70,971	2025-07-31
JPMorgan Equity Premium Income ETF	0.581%	-0.059%	6,389,821	-3,757	2025-08-29
American Funds Income Fund of Amer A	0.583%	16.141%	6,355,381	883,267	2023-06-30
State St S&P 500® Indx SL Cl III	0.533%	-0.153%	5,866,531	-8,991	2025-08-31
American Funds Capital Income Bldr A	0.527%	-14.178%	5,745,646	-949,175	2023-09-30
T. Rowe Price US Lg-Cp Equity Inc Comp	0.525%	-9.464%	5,740,000	-600,000	2024-03-31
T. Rowe Price Equity Income	0.525%	-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	0.510%	8.120%	5,610,351	421,337	2025-06-30
Columbia Dividend Income Inst	0.509%	-0.166%	5,601,053	-9,298	2025-07-31
Pictet Glbl Sel Fd Glbl Utilities Eq P	0.460%	39.670%	5,017,753	1,425,177	2023-10-31
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
Capital Group American Mutual Comp	0.432%	0.000%	4,755,607	0	2025-06-30
American Funds American Mutual A	0.432%	0.000%	4,755,607	0	2025-06-30
T. Rowe Price US Value Equity Composite	0.426%	-57.786%	4,647,267	-6,361,669	2023-06-30