Southern Co (NYSE:SO)
| 69.05 Delayed Data As of 4:00pm ET |  -0.29 / -0.42%Today’s Change | 58.85 Today|||52-Week Range 80.57 | -3.30% Year-to-Date |
Institutional investors hold a majority ownership of SO through the 63.97% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Electric Utilities industry. Last, during the quarter ended June 2019, these large investors purchased a net $10.9 million shares.
| Mutual fund holders | 36.89% |
| Other institutional | 27.08% |
| Individual stakeholders | 0.31% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2022 | BLACKROCK FUND ADVISORS Bought 5.4 Million shares of Southern Co |
| 12/31/2022 | THE VANGUARD GROUP, INC. Bought 3.0 Million shares of Southern Co |
| 12/31/2022 | NORGES BANK INVESTMENT MANAGEMEN... Bought 2.2 Million shares of Southern Co |
Top 10 Owners of Southern Co
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 8.54% | 92,956,888 | 5,861,861,357 | +3,045,780 | +3.39% |
| SSgA Funds Management, Inc. | 5.99% | 65,181,404 | 4,110,339,336 | +112,855 | +0.17% |
| BlackRock Fund Advisors | 5.64% | 61,366,974 | 3,869,801,380 | +5,375,179 | +9.60% |
| T. Rowe Price Associates, Inc. (I... | 5.53% | 60,188,708 | 3,795,499,926 | -2,813,652 | -4.47% |
| Massachusetts Financial Services ... | 2.44% | 26,558,618 | 1,674,786,451 | -1,096,715 | -3.97% |
| Geode Capital Management LLC | 1.79% | 19,514,403 | 1,230,578,253 | +584,893 | +3.09% |
| Fidelity Management & Research Co... | 1.65% | 18,012,383 | 1,135,860,872 | -5,602,389 | -23.72% |
| Franklin Advisers, Inc. | 1.33% | 14,474,098 | 912,736,620 | +118,656 | +0.83% |
| Capital Research & Management Co.... | 1.01% | 11,026,875 | 695,354,738 | -385,734 | -3.38% |
| Northern Trust Investments, Inc.(... | 0.96% | 10,489,273 | 661,453,555 | -245,036 | -2.28% |
Top 10 Mutual Funds Holding Southern Co
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index... | 3.08% | 33,503,144 | 2,112,708,261 | +126,542 | +0.38% |
| Vanguard 500 Index Fund | 2.32% | 25,294,468 | 1,595,069,152 | +69,631 | +0.28% |
| SPDR Series - Utilities Select Se... | 1.56% | 17,013,326 | 1,072,860,338 | +556,947 | +3.38% |
| MFS Value Fund | 1.39% | 15,077,025 | 950,757,197 | 0 | 0.00% |
| T Rowe Price Value Fund | 1.14% | 12,396,579 | 781,728,272 | -1,493,556 | -10.75% |
| Fidelity 500 Index Fund | 1.09% | 11,912,944 | 751,230,249 | -15,810 | -0.13% |
| SPDR S&P 500 ETF Trust | 1.07% | 11,639,393 | 733,980,123 | -118,584 | -1.01% |
| iShares Core S&P 500 ETF | 0.89% | 9,697,030 | 611,494,712 | -19,530 | -0.20% |
| Vanguard Value Index Fund | 0.89% | 9,667,101 | 609,607,389 | +78,969 | +0.82% |
| Franklin Income Fund | 0.83% | 9,000,000 | 567,540,000 | 0 | 0.00% |