SO NYSE
The Southern Company
1W: +1.4%
1M: +2.6%
3M: -0.0%
YTD: +9.0%
1Y: +5.5%
3Y: +45.4%
5Y: +71.3%
$94.55
+0.31 (+0.33%)
Weekly Expected Move ±3.0%
$87
$90
$93
$95
$98
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — SO
2,480
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
$69B
Total Invested
212
New Positions
918
Increased
994
Reduced
271
Closed
0.97
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2682 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 143,078,290 | $13.5B | — | +0.0% | 1Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 108,057,413 | $10.2B | +1,643,090 | +1.5% | 12Q | SEC ↗ |
| 3 | BlackRock, Inc. | 90,368,703 | $8.5B | +1,804,945 | +2.0% | 7Q | SEC ↗ |
| 4 | STATE STREET CORP | 62,980,088 | $6.0B | +1,489,394 | +2.4% | 13Q | SEC ↗ |
| 5 | Capital World Investors | 56,239,873 | $5.3B | +15,097,797 | +36.7% | 4Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 43,337,750 | $4.1B | -18,432,669 | -29.8% | 13Q | SEC ↗ |
| 7 | PRICE T ROWE ASSOCIATES INC /MD | 36,425,526 | $3.4B | +1,966,064 | +5.7% | 13Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 28,355,049 | $2.7B | +1,095,924 | +4.0% | 13Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 26,136,857 | $2.5B | — | +0.0% | 1Q | SEC ↗ |
| 10 | FMR LLC | 22,887,934 | $2.2B | -118,497 | -0.5% | 13Q | SEC ↗ |
| 11 | FRANKLIN RESOURCES INC | 16,809,309 | $1.6B | +1,468,565 | +9.6% | 13Q | SEC ↗ |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 15,595,800 | $1.5B | -705,185 | -4.3% | 13Q | SEC ↗ |
| 13 | MORGAN STANLEY | 13,148,239 | $1.2B | -812,443 | -5.8% | 12Q | SEC ↗ |
| 14 | NORGES BANK NEW | 12,745,981 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 9,827,426 | $$929M | +3,576 | +0.0% | 13Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 9,435,986 | $$892M | -37,136 | -0.4% | 13Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 8,753,175 | $$828M | +821,071 | +10.4% | 13Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 8,380,592 | $$792M | +392,210 | +4.9% | 13Q | SEC ↗ |
| 19 | Legal & General Group Plc | 7,848,282 | $$742M | -576,553 | -6.8% | 13Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 7,278,616 | $$688M | -173,377 | -2.3% | 13Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 7,111,271 | $$672M | +222,119 | +3.2% | 13Q | SEC ↗ |
| 22 | VANGUARD FIDUCIARY TRUST CO NEW | 6,197,084 | $$586M | — | +0.0% | 1Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 5,841,923 | $$552M | -4,183,588 | -41.7% | 13Q | SEC ↗ |
| 24 | Invesco Ltd. | 5,537,999 | $$524M | +181,172 | +3.4% | 13Q | SEC ↗ |
| 25 | UBS AM, a distinct business unit of UB | 5,173,525 | $$489M | +53,920 | +1.1% | 13Q | SEC ↗ |
| 26 | BARCLAYS PLC | 4,564,491 | $$432M | +173,427 | +3.9% | 13Q | SEC ↗ |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 4,515,730 | $$427M | +814,632 | +22.0% | 13Q | SEC ↗ |
| 28 | Pictet Asset Management Holding SA | 4,236,493 | $$401M | -28,854 | -0.7% | 11Q | SEC ↗ |
| 29 | UBS Group AG | 4,076,352 | $$385M | -444,788 | -9.8% | 13Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN | 4,010,506 | $$379M | +60,279 | +1.5% | 12Q | SEC ↗ |
| 31 | Nuveen, LLC | 3,890,571 | $$368M | -683,131 | -14.9% | 5Q | SEC ↗ |
| 32 | JANUS HENDERSON GROUP PLC | 3,427,104 | $$324M | +3,349,603 | +4322.0% | 13Q | SEC ↗ |
| 33 | Mawer Investment Management Ltd. | 3,421,757 | $$324M | +1,653,984 | +93.6% | 13Q | SEC ↗ |
| 34 | Amundi | 3,324,416 | $$314M | +1,567,638 | +89.2% | 13Q | SEC ↗ |
| 35 | Swiss National Bank | 3,231,400 | $$306M | +216,900 | +7.2% | 13Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 3,152,402 | $$298M | +57,320 | +1.9% | 6Q | SEC ↗ |
| 37 | LPL Financial LLC | 3,070,673 | $$290M | +55,543 | +1.8% | 13Q | SEC ↗ |
| 38 | National Pension Service | 2,878,867 | $$272M | -21,483 | -0.7% | 13Q | SEC ↗ |
| 39 | DIMENSIONAL FUND ADVISORS LP | 2,655,044 | $$251M | +82,941 | +3.2% | 13Q | SEC ↗ |
| 40 | Capital Research Global Investors | 2,614,540 | $$247M | +1,789,386 | +216.9% | 13Q | SEC ↗ |
| 41 | Mitsubishi UFJ Asset Management Co., L | 2,500,709 | $$236M | +166,692 | +7.1% | 13Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 2,445,718 | $$231M | +174,859 | +7.7% | 13Q | SEC ↗ |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 2,439,489 | $$231M | -147,638 | -5.7% | 13Q | SEC ↗ |
| 44 | Vanguard Global Advisers, LLC NEW | 2,409,631 | $$228M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Soroban Capital Partners LP | 2,375,511 | $$225M | -3,718,097 | -61.0% | 5Q | SEC ↗ |
| 46 | Ensign Peak Advisors, Inc | 2,256,022 | $$213M | -331,938 | -12.8% | 13Q | SEC ↗ |
| 47 | DEUTSCHE BANK AG | 2,117,270 | $$200M | -646,778 | -23.4% | 13Q | SEC ↗ |
| 48 | California Public Employees Retirement | 2,098,404 | $$198M | -771,087 | -26.9% | 13Q | SEC ↗ |
| 49 | VANGUARD ASSET MANAGEMENT, Ltd NEW | 2,069,243 | $$196M | — | +0.0% | 1Q | SEC ↗ |
| 50 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 1,955,065 | $$185M | -114,631 | -5.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 143,078,290 | $13.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26,136,857 | $2.5B |
| NORGES BANK | 12,745,981 | $1.2B |
| VANGUARD FIDUCIARY TRUST CO | 6,197,084 | $$586M |
| Vanguard Global Advisers, LLC | 2,409,631 | $$228M |
| VANGUARD ASSET MANAGEMENT, Ltd | 2,069,243 | $$196M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,186,900 | $$112M |
| Vanguard Investments Australia, Ltd | 1,070,491 | $$101M |
| Zurich Insurance Group Ltd/FI | 474,841 | $$45M |
| CIBC Bancorp USA Inc. | 366,004 | $$35M |
| Shaolin Capital Management LLC | 295,733 | $$28M |
| BW Gestao de Investimentos Ltda. | 209,292 | $$20M |
| FJARDE AP-FONDEN /FOURTH SWEDISH NA | 207,650 | $$20M |
| CIBC WORLD MARKETS CORP | 157,721 | $$15M |
| TUDOR INVESTMENT CORP ET AL | 136,602 | $$13M |
| Graham Capital Management, L.P. | 129,217 | $$12M |
| PICTON MAHONEY ASSET MANAGEMENT | 114,444 | $$11M |
| Quadrature Capital Ltd | 112,780 | $$11M |
| UHLMANN PRICE SECURITIES, LLC | 107,523 | $$10M |
| AXA Investment Managers S.A. | 101,864 | $$10M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Soundwatch Capital LLC | 1,125,364 | $$106M |
| TWO SIGMA INVESTMENTS, LP | 1,017,455 | $$96M |
| MIZUHO MARKETS AMERICAS LLC | 933,700 | $$88M |
| Ceredex Value Advisors LLC | 705,770 | $$67M |
| OCONNOR, A Distinct Business Unit o | 403,840 | $$38M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 352,687 | $$33M |
| Ilmarinen Mutual Pension Insurance | 259,000 | $$24M |
| DDD Partners, LLC | 219,704 | $$21M |
| Greenland Capital Management LP | 179,428 | $$17M |
| Hudson Bay Capital Management LP | 178,518 | $$17M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 129,463 | $$12M |
| Quantbot Technologies LP | 118,646 | $$11M |
| Capital Innovations LLC | 115,871 | $$11M |
| AXA S.A. | 101,923 | $$10M |
| MIRAE ASSET SECURITIES (USA) INC. | 100,260 | $$9M |
| Pacer Advisors, Inc. | 99,083 | $$9M |
| HRT FINANCIAL LP | 93,271 | $$9M |
| J.W. COLE ADVISORS, INC. | 85,860 | $$8M |
| TEXAS PERMANENT SCHOOL FUND CORP | 77,120 | $$7M |
| AXXCESS WEALTH MANAGEMENT, LLC | 76,217 | $$7M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital World Investors | +15,097,797 | +36.7% | 56,239,873 |
| JANUS HENDERSON GROUP PLC | +3,349,603 | +4322.0% | 3,427,104 |
| PRICE T ROWE ASSOCIATES INC /MD | +1,966,064 | +5.7% | 36,425,526 |
| BlackRock, Inc. | +1,804,945 | +2.0% | 90,368,703 |
| Capital Research Global Investors | +1,789,386 | +216.9% | 2,614,540 |
| Mawer Investment Management Ltd. | +1,653,984 | +93.6% | 3,421,757 |
| VANGUARD GROUP INC | +1,643,090 | +1.5% | 108,057,413 |
| Amundi | +1,567,638 | +89.2% | 3,324,416 |
| STATE STREET CORP | +1,489,394 | +2.4% | 62,980,088 |
| FRANKLIN RESOURCES INC | +1,468,565 | +9.6% | 16,809,309 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,095,924 | +4.0% | 28,355,049 |
| CITIGROUP INC | +885,905 | +84.2% | 1,937,624 |
| ROYAL BANK OF CANADA | +821,071 | +10.4% | 8,753,175 |
| WELLINGTON MANAGEMENT GROUP LLP | +814,632 | +22.0% | 4,515,730 |
| Capital Investment Advisors, LLC | +645,084 | +101.5% | 1,280,400 |
| PRUDENTIAL FINANCIAL INC | +617,666 | +63.5% | 1,590,591 |
| JONES FINANCIAL COMPANIES LLLP | +604,372 | +322.1% | 792,024 |
| CBRE INVESTMENT MANAGEMENT LISTED R | +560,445 | +303.5% | 745,127 |
| Assenagon Asset Management S.A. | +531,306 | +685.7% | 608,785 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +445,652 | +390.2% | 559,876 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -18,432,669 | -29.8% | 43,337,750 |
| Capital International Investors | -9,860,243 | -87.7% | 1,383,809 |
| GOLDMAN SACHS GROUP INC | -4,183,588 | -41.7% | 5,841,923 |
| Soroban Capital Partners LP | -3,718,097 | -61.0% | 2,375,511 |
| HSBC HOLDINGS PLC | -1,947,366 | -52.7% | 1,750,054 |
| Pinnacle Financial Partners, Inc. | -1,492,080 | -43.7% | 1,923,892 |
| MARSHALL WACE, LLP | -1,330,204 | -64.9% | 720,522 |
| Squarepoint Ops LLC | -1,326,343 | -53.0% | 1,177,177 |
| RENAISSANCE TECHNOLOGIES LLC | -1,081,800 | -71.5% | 431,600 |
| MORGAN STANLEY | -812,443 | -5.8% | 13,148,239 |
| California Public Employees Retirem | -771,087 | -26.9% | 2,098,404 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -705,185 | -4.3% | 15,595,800 |
| Nuveen, LLC | -683,131 | -14.9% | 3,890,571 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -663,923 | -65.2% | 353,743 |
| DEUTSCHE BANK AG | -646,778 | -23.4% | 2,117,270 |
| Legal & General Group Plc | -576,553 | -6.8% | 7,848,282 |
| DONALDSON CAPITAL MANAGEMENT, LLC | -544,418 | -95.5% | 25,834 |
| CANADA PENSION PLAN INVESTMENT BOAR | -522,865 | -86.2% | 83,716 |
| UBS Group AG | -444,788 | -9.8% | 4,076,352 |
| BNP PARIBAS FINANCIAL MARKETS | -393,855 | -27.6% | 1,032,812 |