The Southern Company (SO)
NYSE: SO · Electric Services · Atlanta, GA · filing with the SEC since 1994
Grade5.5
◀ Past 6.3● Present 5.5▶ Future 4.8
Who owns The Southern Company
As filed with the SECHolders of 5% or more
2
Vanguard Capital Management holds 7.42% of Common Stock, as its SCHEDULE 13G filed Apr 30, 2026 says.
Directors and officers
26
report now, of 49 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Capital World Investors
SCHEDULE 13G · filed May 14, 2026 · Common Stock
JPMorgan Chase & Co.
SCHEDULE 13G/A · filed Mar 5, 2026 · Common Stock, par value $5 per share · reported falling below 5%, from 6.2% in Jul 24, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What SO reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Alabama Power
An entity · legal entity · owns, named in the 10-K filed Feb 19, 2026
Georgia Power
An entity · legal entity · owns, named in the 10-K filed Feb 19, 2026
Mississippi Power
An entity · legal entity · owns, named in the 10-K filed Feb 19, 2026
Nicor Gas
An entity · legal entity · owns, named in the 10-K filed Feb 19, 2026
Southern Company
An entity · legal entity · owns, named in the 10-K filed Feb 19, 2026
Southern Company Gas
An entity · legal entity · owns, named in the 10-K filed Feb 19, 2026
Southern Company Gas Capital
An entity · legal entity · owns, named in the 10-K filed Feb 19, 2026
Southern Holdings Company
An entity · legal entity · owns, named in the 10-K filed Feb 19, 2026
118 subsidiaries in 1 country, from the list filed with the 10-K filed Feb 19, 2026.
Insider tradesForm 4
15sales
0purchases
13sales on a scheduled plan
6people selling
$5.9Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 9, 2025 to Nov 9, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 9, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 49 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Greene Kimberly S, | Chairman, President & CEO, GPC | 1 | $2.4M | 1 | 0 | $0 |
| Connally Stan W | EVP & COO | 1 | $1.2M | 1 | 0 | $0 |
| Kim Matthew M. | Comptroller | 9 | $700,000 | 8 | 0 | $0 |
| Spainhour Sterling A Jr. | EVP & CLO | 2 | $600,000 | 2 | 0 | $0 |
| Cummiskey Christopher | EVP | 1 | $600,000 | 0 | 0 | $0 |
| Sena Peter P III | Chairman,President & CEO, SNC | 1 | $400,000 | 1 | 0 | $0 |