SO Institutional Ownership
The Southern Company
1W: +2.1%
1M: +12.5%
3M: -2.7%
YTD: +8.9%
1Y: -0.2%
3Y: +56.3%
5Y: +76.6%
$92.65
+0.08 (+0.09%)
After Hours: $92.55 (-0.10, -0.11%)
Weekly Expected Move ±3.0%
$87
$90
$93
$96
$98
Credit Risk of going bust: lower than 81% of companies Debt: 42.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.67 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.49B.
Distance to default 9.97 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.67 (down 97%), The Southern Company would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.49B.
Distance to default 9.97 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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
Supply Chain
Institutional Ownership — SO
2,500
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
$76B
Total Invested
148
New Positions
1110
Increased
845
Reduced
113
Closed
0.94
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1117 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 125,596,883 | $11.6B | +124,319,975 | +9736.0% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 64,809,708 | $6.0B | +64,809,708 | — | 1Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 14,582,492 | $1.4B | +14,582,492 | — | 1Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC NEW | 9,435,986 | $874M | +9,435,986 | — | 1Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN NEW | 4,254,837 | $394M | +4,254,837 | — | 1Q | SEC ↗ |
| 6 | Ensign Peak Advisors, Inc NEW | 2,767,092 | $256M | +2,767,092 | — | 1Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC NEW | 2,513,008 | $233M | +2,513,008 | — | 1Q | SEC ↗ |
| 8 | HSBC HOLDINGS PLC | 1,992,743 | $185M | -104,851 | -5.0% | 27Q | SEC ↗ |
| 9 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 1,796,076 | $166M | -158,989 | -8.1% | 2Q | SEC ↗ |
| 10 | Energy Income Partners, LLC NEW | 1,735,602 | $161M | +1,735,602 | — | 1Q | SEC ↗ |
| 11 | PRINCIPAL FINANCIAL GROUP INC NEW | 1,462,913 | $136M | +1,462,913 | — | 1Q | SEC ↗ |
| 12 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,347,359 | $125M | -38,862 | -2.8% | 2Q | SEC ↗ |
| 13 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,315,100 | $122M | +1,306,194 | +14666.4% | 3Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC NEW | 1,173,137 | $109M | +1,173,137 | — | 1Q | SEC ↗ |
| 15 | DUFF & PHELPS INVESTMENT MANAGEMENT CO NEW | 1,066,805 | $99M | +1,066,805 | — | 1Q | SEC ↗ |
| 16 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 1,033,775 | $96M | +1,033,775 | — | 1Q | SEC ↗ |
| 17 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 946,207 | $88M | +946,207 | — | 1Q | SEC ↗ |
| 18 | Welch Group, LLC | 787,841 | $73M | +5,050 | +0.6% | 2Q | SEC ↗ |
| 19 | OLD REPUBLIC INTERNATIONAL CORP NEW | 711,900 | $66M | +711,900 | — | 1Q | SEC ↗ |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 704,100 | $65M | +704,100 | — | 1Q | SEC ↗ |
| 21 | Capital Investment Advisors, LLC | 686,172 | $64M | +37,599 | +5.8% | 2Q | SEC ↗ |
| 22 | FORT WASHINGTON INVESTMENT ADVISORS IN NEW | 651,760 | $60M | +651,760 | — | 1Q | SEC ↗ |
| 23 | Assenagon Asset Management S.A. NEW | 605,409 | $56M | +605,409 | — | 1Q | SEC ↗ |
| 24 | VAUGHAN DAVID INVESTMENTS LLC/IL NEW | 590,329 | $55M | +590,329 | — | 1Q | SEC ↗ |
| 25 | Sterling Capital Management LLC NEW | 465,069 | $43M | +465,069 | — | 1Q | SEC ↗ |
| 26 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 430,244 | $40M | +430,244 | — | 1Q | SEC ↗ |
| 27 | GABELLI FUNDS LLC NEW | 417,952 | $39M | +417,952 | — | 1Q | SEC ↗ |
| 28 | TORONTO DOMINION BANK NEW | 379,515 | $35M | +379,515 | — | 1Q | SEC ↗ |
| 29 | Mariner, LLC | 375,232 | $35M | -793,766 | -67.9% | 2Q | SEC ↗ |
| 30 | CAHABA WEALTH MANAGEMENT, INC. NEW | 365,630 | $34M | +365,630 | — | 1Q | SEC ↗ |
| 31 | Bollard Group LLC NEW | 355,146 | $33M | +355,146 | — | 1Q | SEC ↗ |
| 32 | GW HENSSLER & ASSOCIATES LTD | 345,679 | $32M | +2,103 | +0.6% | 2Q | SEC ↗ |
| 33 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 343,619 | $32M | +343,619 | — | 1Q | SEC ↗ |
| 34 | Czech National Bank NEW | 320,873 | $30M | +320,873 | — | 1Q | SEC ↗ |
| 35 | Crossmark Global Holdings, Inc. NEW | 302,533 | $28M | +302,533 | — | 1Q | SEC ↗ |
| 36 | Baird Financial Group, Inc. NEW | 298,169 | $28M | +298,169 | — | 1Q | SEC ↗ |
| 37 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 288,623 | $27M | +288,623 | — | 1Q | SEC ↗ |
| 38 | HENNESSY ADVISORS INC NEW | 263,900 | $24M | +263,900 | — | 1Q | SEC ↗ |
| 39 | MERCER GLOBAL ADVISORS INC /ADV NEW | 249,562 | $23M | +249,562 | — | 1Q | SEC ↗ |
| 40 | Corient Private Wealth LP NEW | 243,080 | $23M | +243,080 | — | 1Q | SEC ↗ |
| 41 | BECKER CAPITAL MANAGEMENT INC NEW | 241,005 | $22M | +241,005 | — | 1Q | SEC ↗ |
| 42 | Retirement Systems of Alabama NEW | 236,820 | $22M | +236,820 | — | 1Q | SEC ↗ |
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 230,310 | $21M | +230,310 | — | 1Q | SEC ↗ |
| 44 | Richard C. Young & CO., LTD. NEW | 228,454 | $21M | +228,454 | — | 1Q | SEC ↗ |
| 45 | CWA Asset Management Group, LLC NEW | 219,702 | $20M | +219,702 | — | 1Q | SEC ↗ |
| 46 | Allianz Asset Management GmbH NEW | 210,938 | $20M | +210,938 | — | 1Q | SEC ↗ |
| 47 | HB Wealth Management, LLC | 210,104 | $19M | +18,795 | +9.8% | 2Q | SEC ↗ |
| 48 | Wealthfront Advisers LLC | 209,303 | $19M | +5,158 | +2.5% | 2Q | SEC ↗ |
| 49 | Florida Trust Wealth Management Co NEW | 203,535 | $19M | +203,535 | — | 1Q | SEC ↗ |
| 50 | Carnegie Investment Counsel | 202,969 | $19M | -4,618 | -2.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 64,809,708 | $6.0B |
| GOLDMAN SACHS GROUP INC | 14,582,492 | $1.4B |
| AMERIPRISE FINANCIAL INC | 9,435,986 | $874M |
| WELLS FARGO & COMPANY/MN | 4,254,837 | $394M |
| Ensign Peak Advisors, Inc | 2,767,092 | $256M |
| ENVESTNET ASSET MANAGEMENT INC | 2,513,008 | $233M |
| Energy Income Partners, LLC | 1,735,602 | $161M |
| PRINCIPAL FINANCIAL GROUP INC | 1,462,913 | $136M |
| CITADEL ADVISORS LLC | 1,173,137 | $109M |
| DUFF & PHELPS INVESTMENT MANAGEMENT | 1,066,805 | $99M |
| NEW YORK STATE COMMON RETIREMENT FU | 1,033,775 | $96M |
| STATE BOARD OF ADMINISTRATION OF FL | 946,207 | $88M |
| OLD REPUBLIC INTERNATIONAL CORP | 711,900 | $66M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 704,100 | $65M |
| FORT WASHINGTON INVESTMENT ADVISORS | 651,760 | $60M |
| Assenagon Asset Management S.A. | 605,409 | $56M |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 590,329 | $55M |
| Sterling Capital Management LLC | 465,069 | $43M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 430,244 | $40M |
| GABELLI FUNDS LLC | 417,952 | $39M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +124,319,975 | +9736.0% | 125,596,883 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | +1,306,194 | +14666.4% | 1,315,100 |
| HSBC HOLDINGS PLC | +963,735 | +137.8% | 1,662,933 |
| FIRST HORIZON CORP | +81,303 | +135.5% | 141,327 |
| Simmons Bank | +73,806 | +958.8% | 81,504 |
| Capital Investment Advisors, LLC | +37,599 | +5.8% | 686,172 |
| First Fiduciary Investment Counsel, | +37,247 | +39.9% | 130,614 |
| CUSHING ASSET MANAGEMENT, LP dba NX | +35,000 | +77.8% | 80,000 |
| Simplicity Wealth,LLC | +34,780 | +408.8% | 43,287 |
| First PREMIER Bank | +30,814 | +161.3% | 49,912 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +27,476 | +339.0% | 35,582 |
| FULTON BANK, N.A. | +26,917 | +38452.9% | 26,987 |
| CHEMUNG CANAL TRUST CO | +25,699 | +1151.4% | 27,931 |
| HB Wealth Management, LLC | +18,795 | +9.8% | 210,104 |
| ADVOCATE GROUP LLC | +15,772 | +18.4% | 101,592 |
| BOKF, NA | +12,649 | +159.9% | 20,562 |
| JACKSON THORNTON WEALTH MANAGEMENT, | +10,590 | +510.6% | 12,664 |
| RWC Asset Management LLP | +10,522 | +9.8% | 118,259 |
| Patten Group, Inc. | +10,284 | +1767.0% | 10,866 |
| Members Trust Co | +10,051 | +2723.8% | 10,420 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HSBC HOLDINGS PLC | -1,068,586 | -76.4% | 329,810 |
| Merit Financial Group, LLC | -913,227 | -98.4% | 14,823 |
| Mariner, LLC | -793,766 | -67.9% | 375,232 |
| Walleye Capital LLC | -205,761 | -95.4% | 9,971 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -158,989 | -8.1% | 1,796,076 |
| B. Riley Wealth Advisors, Inc. | -54,183 | -81.5% | 12,295 |
| EASTERN BANK | -47,805 | -96.6% | 1,680 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -38,862 | -2.8% | 1,347,359 |
| First Bank & Trust | -37,454 | -50.0% | 37,464 |
| Oakworth Capital, Inc. | -31,008 | -53.8% | 26,596 |
| Stolper Co | -26,882 | -49.3% | 27,617 |
| Cape Investment Advisory, Inc. | -25,526 | -50.0% | 25,488 |
| Western Wealth Management, LLC | -23,679 | -50.2% | 23,485 |
| CITIZENS FINANCIAL GROUP INC/RI | -20,262 | -41.7% | 28,296 |
| FIRST UNITED BANK & TRUST | -20,188 | -46.8% | 22,904 |
| RDA Financial Network | -18,532 | -82.1% | 4,038 |
| Bangor Savings Bank | -15,425 | -49.3% | 15,873 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | -13,095 | -50.2% | 12,995 |
| Hilltop National Bank | -12,065 | -30.3% | 27,795 |
| PARK NATIONAL CORP /OH/ | -11,994 | -48.4% | 12,808 |