SO Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.18%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $10,089,757.39

Southern Insider Trading History Chart

Southern Share Price & Price History

^$91.69

▲ +1.219 (1.35%)

As of 04/17/2025 04:59 PM ET

Days: 30 | 90 | 365

Southern Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/10/2025	Kimberly S. Greene	CEO	Sell	32,190	$93.12	$2,997,532.80	106,819
3/3/2025	Martin Bernard Davis	EVP	Sell	1,125	$89.61	$100,811.25	102,090
2/11/2025	James Jeffrey Peoples	CEO	Sell	14,540	$86.00	$1,250,440.00	13,236
12/5/2024	Martin Bernard Davis	EVP	Sell	1,170	$85.90	$100,503.00	88,393
10/4/2024	James Y. Kerr, II	CEO	Sell	30,000	$89.64	$2,689,200.00	145,088
9/6/2024	Bryan D. Anderson	EVP	Sell	6,565	$89.54	$587,830.10	44,467
8/5/2024	Sterling A. Spainhour, Jr.	EVP	Sell	2,380	$88.99	$211,796.20	12,500
7/5/2024	Anthony L. Wilson	CEO	Sell	6,900	$77.61	$535,509.00	85,309
7/3/2024	Sloane N. Drake	EVP	Sell	12,000	$77.61	$931,320.00	16,771
5/1/2024	Kimberly S. Greene	CEO	Sell	9,126	$75.04	$684,815.04	121,504
3/11/2024	Stephen E Kuczynski	CEO	Sell	5,000	$68.92	$344,600.00	126,528
2/12/2024	Stephen E Kuczynski	CEO	Sell	5,000	$66.94	$334,700.00	129,552
2/6/2024	Christopher Cummiskey	EVP	Sell	899	$67.06	$60,286.94	22,502
1/17/2024	David P Poroch	Insider	Sell	10,099	$69.96	$706,526.04	28,691
1/10/2024	Stephen E Kuczynski	CEO	Sell	5,000	$71.99	$359,950.00	101,284
12/11/2023	Stephen E Kuczynski	CEO	Sell	5,000	$71.23	$356,150.00	106,284
11/16/2023	David P Poroch	Insider	Sell	10,000	$69.39	$693,900.00	28,691
11/10/2023	Stephen E Kuczynski	CEO	Sell	5,000	$68.39	$341,950.00	111,284
10/10/2023	Stephen E Kuczynski	CEO	Sell	5,000	$66.00	$330,000.00	116,284
9/11/2023	Stephen E Kuczynski	CEO	Sell	5,000	$67.83	$339,150.00	121,284
9/5/2023	Martin Bernard Davis	EVP	Sell	1,490	$67.05	$99,904.50	72,756
8/29/2023	Christopher Cummiskey	EVP	Sell	5,000	$68.30	$341,500.00	22,512
8/10/2023	Stephen E Kuczynski	CEO	Sell	5,000	$69.70	$348,500.00	126,284
7/21/2023	Kimberly S. Greene	CEO	Sell	20,000	$72.62	$1,452,400.00	98,659
7/10/2023	Stephen E Kuczynski	CEO	Sell	5,000	$70.58	$352,900.00	131,284
6/12/2023	Stephen E Kuczynski	CEO	Sell	5,000	$71.48	$357,400.00	136,284
6/9/2023	Thomas A. Fanning	Director	Sell	50,000	$70.76	$3,538,000.00	844,239
6/5/2023	David P Poroch	Insider	Sell	10,000	$70.05	$700,500.00	28,691
6/5/2023	Kimberly S. Greene	CEO	Sell	47,326	$69.78	$3,302,408.28	118,659
6/1/2023	Martin Bernard Davis	EVP	Sell	1,435	$69.99	$100,435.65	74,246
5/10/2023	Bryan D. Anderson	EVP	Sell	27,426	$75.11	$2,059,966.86	36,119
5/10/2023	Thomas A. Fanning	CEO	Sell	50,000	$75.16	$3,758,000.00	847,592
5/8/2023	Bryan D. Anderson	EVP	Sell	9,491	$75.03	$712,109.73	36,119
4/10/2023	Stephen E Kuczynski	CEO	Sell	5,000	$71.89	$359,450.00	146,284
2/16/2023	Christopher Cummiskey	EVP	Sell	1,282	$66.60	$85,381.20	27,512
2/8/2023	Christopher Cummiskey	EVP	Sell	852	$67.31	$57,348.12	22,059
1/10/2023	Stephen E Kuczynski	CEO	Sell	14,546	$70.95	$1,032,038.70	120,786
12/7/2022	Martin Bernard Davis	EVP	Sell	1,475	$68.35	$100,816.25	38,441
10/28/2022	Martin Bernard Davis	EVP	Sell	3,050	$65.80	$200,690.00	39,916
10/10/2022	Stephen E Kuczynski	CEO	Sell	14,500	$64.52	$935,540.00	115,284
9/8/2022	Stephen E Kuczynski	CEO	Sell	14,500	$79.47	$1,152,315.00	115,284
7/29/2022	James Y. Kerr, II	EVP	Sell	25,000	$76.00	$1,900,000.00	136,987
7/5/2022	Stephen E Kuczynski	CEO	Sell	14,500	$72.92	$1,057,340.00	115,284
6/10/2022	Stephen E Kuczynski	CEO	Sell	14,500	$72.08	$1,045,160.00	115,284
5/10/2022	Stephen E Kuczynski	CEO	Sell	14,500	$74.58	$1,081,410.00	115,284

See Full Table

SEC Filings (Institutional Ownership Changes) for Southern (NYSE:SO)

64.10% of Southern stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Southern Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2025	Mayfair Advisory Group LLC	20,050	$1.84M	1.1%	-5.1%	0.002%
4/18/2025	Financial Partners Group LLC	5,714	$0.53M	0.2%	-3.4%	0.001%
4/18/2025	Cornerstone Wealth Management LLC	5,376	$0.49M	0.0%	+12.0%	0.000%
4/18/2025	Shepherd Financial Partners LLC	10,030	$0.92M	0.1%	-10.0%	0.001%
4/18/2025	Tennessee Valley Asset Management Partners	3,785	$0.35M	0.1%	N/A	0.000%
4/18/2025	CENTRAL TRUST Co	82,909	$7.62M	0.2%	-0.5%	0.008%
4/18/2025	Bell Bank	125,073	$11.50M	0.6%	+2.7%	0.011%
4/18/2025	Wagner Wealth Management LLC	8,779	$0.81M	0.2%	+2.9%	0.001%
4/18/2025	Bfsg LLC	72,144	$6.63M	0.8%	-0.7%	0.007%
4/17/2025	NBT Bank N A NY	22,451	$2.06M	0.1%	-2.8%	0.002%
4/17/2025	Robertson Stephens Wealth Management LLC	8,704	$0.80M	0.0%	-2.9%	0.001%
4/17/2025	Kaydan Wealth Management Inc.	3,111	$0.29M	0.1%	-6.2%	0.000%
4/17/2025	Berkshire Bank	3,118	$0.29M	0.1%	+5.6%	0.000%
4/17/2025	Strategic Advisors LLC	2,943	$0.27M	0.1%	-34.8%	0.000%
4/17/2025	Searcy Financial Services Inc. ADV	3,018	$0.28M	0.1%	-5.1%	0.000%
4/17/2025	Schaper Benz & Wise Investment Counsel Inc. WI	63,706	$5.86M	0.5%	-0.3%	0.006%
4/17/2025	Inscription Capital LLC	4,278	$0.39M	0.1%	N/A	0.000%
4/17/2025	Stephens Consulting LLC	3,377	$0.31M	0.1%	+15.5%	0.000%
4/17/2025	Copia Wealth Management	2,181	$0.20M	0.2%	+296.5%	0.000%
4/17/2025	Grove Bank & Trust	8,323	$0.77M	0.1%	+7.8%	0.001%
4/17/2025	Grimes & Company Inc.	13,017	$1.20M	0.0%	+6.1%	0.001%
4/17/2025	Signature Wealth Management Group	121,660	$11.19M	4.4%	+1.3%	0.011%
4/17/2025	QRG Capital Management Inc.	137,174	$12.61M	0.1%	+8.0%	0.012%
4/17/2025	Mason & Associates Inc	2,211	$0.20M	0.1%	N/A	0.000%
4/17/2025	Sentry LLC	7,081	$0.65M	0.1%	+71.7%	0.001%
4/17/2025	Highline Wealth Partners LLC	15,560	$1.43M	0.5%	+1.6%	0.001%
4/17/2025	Sagespring Wealth Partners LLC	54,616	$5.02M	0.0%	-8.1%	0.005%
4/17/2025	Great Lakes Retirement Inc.	32,742	$3.01M	0.4%	+2.4%	0.003%
4/17/2025	Sowell Financial Services LLC	22,247	$2.05M	0.1%	-26.4%	0.002%
4/17/2025	Montecito Bank & Trust	9,876	$0.91M	0.2%	+5.3%	0.001%
4/17/2025	Janney Montgomery Scott LLC	387,807	$35.66M	0.1%	+1.7%	0.035%
4/17/2025	M.E. Allison & CO. Inc.	5,756	$0.53M	0.5%	+94.7%	0.001%
4/17/2025	Mission Wealth Management LP	13,871	$1.28M	0.0%	+4.6%	0.001%
4/17/2025	FARMERS & MERCHANTS TRUST Co OF LONG BEACH	14,281	$1.31M	0.3%	-1.4%	0.001%
4/17/2025	Brown Miller Wealth Management LLC	6,659	$0.61M	0.2%	N/A	0.001%
4/17/2025	Trust Point Inc.	9,266	$0.85M	0.1%	-28.5%	0.001%
4/17/2025	Traphagen Investment Advisors LLC	2,576	$0.24M	0.0%	N/A	0.000%
4/17/2025	Acropolis Investment Management LLC	1,769	$0.16M	0.0%	+14.4%	0.000%
4/17/2025	Abound Wealth Management	7,053	$0.65M	0.2%	-2.0%	0.001%
4/17/2025	Good Life Advisors LLC	19,609	$1.80M	0.1%	-1.3%	0.002%
4/17/2025	Trust Co. of Toledo NA OH	4,135	$0.38M	0.1%	-4.6%	0.000%
4/17/2025	Fairvoy Private Wealth LLC	117,557	$10.81M	3.0%	-0.2%	0.011%
4/17/2025	Fortis Advisors LLC	4,475	$0.41M	0.3%	+20.1%	0.000%
4/17/2025	D Orazio & Associates Inc.	3,712	$0.34M	0.1%	+3.7%	0.000%
4/17/2025	Hengehold Capital Management LLC	47,773	$4.39M	0.4%	+2.8%	0.004%
4/17/2025	Brighton Jones LLC	13,664	$1.26M	0.0%	+3.5%	0.001%
4/17/2025	Exchange Traded Concepts LLC	294,827	$27.11M	0.5%	+143.5%	0.027%
4/17/2025	Pinion Investment Advisors LLC	7,690	$0.71M	0.2%	+17.2%	0.001%
4/17/2025	Cornell Pochily Investment Advisors Inc.	17,302	$1.59M	0.6%	-4.7%	0.002%
4/17/2025	Sound Income Strategies LLC	3,232	$0.30M	0.0%	-56.8%	0.000%
4/17/2025	Partners Wealth Management LLC	6,012	$0.55M	0.6%	-3.0%	0.001%
4/17/2025	Foster Victor Wealth Advisors LLC	80,483	$7.23M	0.6%	+3.9%	0.007%
4/17/2025	Ritholtz Wealth Management	16,971	$1.56M	0.0%	+25.6%	0.002%
4/17/2025	Dynamic Advisor Solutions LLC	90,063	$8.28M	0.3%	N/A	0.008%
4/16/2025	Dover Advisors LLC	3,151	$0.29M	0.1%	N/A	0.000%
4/16/2025	Opal Wealth Advisors LLC	542	$50K	0.0%	N/A	0.000%
4/16/2025	Robbins Farley	32,454	$2.98M	1.6%	+0.4%	0.003%
4/16/2025	Hennessy Advisors Inc.	272,300	$25.04M	0.8%	-7.0%	0.025%
4/16/2025	Byrne Asset Management LLC	4,175	$0.38M	0.3%	+6.4%	0.000%
4/16/2025	Capstone Wealth Management LLC	6,035	$0.56M	0.6%	-13.0%	0.001%
4/16/2025	Stock Yards Bank & Trust Co.	21,160	$1.95M	0.1%	-4.2%	0.002%
4/16/2025	Ipswich Investment Management Co. Inc.	16,401	$1.51M	0.4%	+1.7%	0.001%
4/16/2025	CVA Family Office LLC	2,336	$0.22M	0.0%	+10.0%	0.000%
4/16/2025	Tudor Financial Inc.	2,199	$0.20M	0.1%	N/A	0.000%
4/16/2025	West Branch Capital LLC	616	$57K	0.0%	+23.0%	0.000%
4/16/2025	Salem Investment Counselors Inc.	9,139	$0.84M	0.0%	-52.1%	0.001%
4/16/2025	Opinicus Capital Inc.	2,481	$0.23M	0.2%	-8.2%	0.000%
4/16/2025	CCM Investment Advisers LLC	143,078	$13.16M	1.6%	+1.9%	0.013%
4/16/2025	Marshall Financial Group LLC	30,672	$2.82M	0.6%	+2.9%	0.003%
4/16/2025	Folger Nolan Fleming Douglas Capital Management Inc.	40,867	$3.76M	0.4%	-1.1%	0.004%
4/16/2025	Crowley Wealth Management Inc.	2,280	$0.21M	0.2%	-8.1%	0.000%
4/16/2025	Relyea Zuckerberg Hanson LLC	4,559	$0.42M	0.1%	+5.9%	0.000%
4/16/2025	Verity & Verity LLC	132,736	$12.21M	1.1%	-34.3%	0.012%
4/16/2025	NorthCrest Asset Manangement LLC	8,400	$0.77M	0.0%	+24.5%	0.001%
4/16/2025	Sky Investment Group LLC	82,324	$7.57M	1.4%	+0.7%	0.008%
4/16/2025	Tobam	2,507	$0.23M	0.1%	-40.5%	0.000%
4/16/2025	Parkside Investments LLC	81,333	$7.48M	1.1%	+31.7%	0.007%
4/16/2025	Willis Investment Counsel	5,367	$0.49M	0.0%	+50.5%	0.000%
4/16/2025	Thomasville National Bank	85,762	$7.89M	0.6%	-1.7%	0.008%
4/16/2025	Rockland Trust Co.	119,029	$10.95M	0.6%	-9.6%	0.011%
4/16/2025	Ballew Advisors Inc	5,730	$0.52M	0.3%	-2.0%	0.001%
4/16/2025	Fort Washington Investment Advisors Inc. OH	664,703	$61.12M	0.4%	+6.0%	0.061%
4/16/2025	Allen Mooney & Barnes Investment Advisors LLC	25,646	$2.36M	0.4%	-6.2%	0.002%
4/16/2025	Ferguson Wellman Capital Management Inc.	4,835	$0.45M	0.0%	+11.0%	0.000%
4/16/2025	Fortitude Family Office LLC	1,140	$0.11M	0.0%	-68.4%	0.000%
4/15/2025	apricus wealth LLC	32,055	$2.95M	1.8%	+3.9%	0.003%
4/15/2025	Braun Bostich & Associates Inc.	2,310	$0.21M	0.2%	N/A	0.000%
4/15/2025	First United Bank & Trust	21,952	$2.02M	0.8%	+3.3%	0.002%
4/15/2025	GPS Wealth Strategies Group LLC	5,593	$0.51M	0.1%	-6.4%	0.001%
4/15/2025	Fifth Third Bancorp	108,360	$9.96M	0.0%	+0.8%	0.010%
4/15/2025	Simon Quick Advisors LLC	6,680	$0.61M	0.0%	+30.8%	0.001%
4/15/2025	Axecap Investments LLC	2,426	$0.22M	0.2%	N/A	0.000%
4/15/2025	Capital Advisors Ltd. LLC	1,850	$0.17M	0.0%	+67.9%	0.000%
4/15/2025	Zhang Financial LLC	3,195	$0.29M	0.0%	-8.1%	0.000%
4/15/2025	Visionary Horizons LLC	8,474	$0.78M	0.5%	-14.5%	0.001%
4/15/2025	Alpha Omega Wealth Management LLC	3,307	$0.30M	0.1%	+6.4%	0.000%
4/15/2025	Investment Partners Asset Management Inc.	10,137	$0.93M	0.7%	-1.3%	0.001%
4/15/2025	McKinley Carter Wealth Services Inc.	4,812	$0.44M	0.0%	-12.7%	0.000%
4/15/2025	Trinity Financial Advisors LLC	3,677	$0.34M	0.1%	-9.3%	0.000%
4/15/2025	Laurel Wealth Advisors LLC	48,060	$4.42M	0.7%	-2.2%	0.004%

Data available starting January 2016

See Full Table

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, gas distribution operations, and gas pipeline investments operations. In addition, it owns and operates nuclear, coal, hydro, cogeneration, solar, wind, battery storage, and fuel cell facilities. Further, the constructs, operates, and maintains approximately 77,900 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.9 million electric and gas utility customers. Further, it develops distributed energy and resilience solutions; deploys microgrids for commercial, industrial, governmental, and utility customers; and offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.

Today's Range

Now: $91.69

$90.81

$93.04

50 Day Range

MA: $89.31

$85.72

$92.75

52 Week Range

Now: $91.69

$70.70

$94.45

Volume

3,461,959 shs

Average Volume

4,528,453 shs

Market Capitalization

$100.88 billion

P/E Ratio

22.87

Dividend Yield

3.16%

Beta

0.39

Who are the company insiders with the largest holdings of Southern?: Southern's top insider investors include:
Thomas A Fanning (CEO)
Thomas A Fanning (Director)
James Y Kerr II (CEO)
Stephen E Kuczynski (CEO)
Kimberly S Greene (CEO)
Martin Bernard Davis (EVP)
Anthony L Wilson (CEO)
Bryan D Anderson (EVP)
David P Poroch (Insider)
Christopher Cummiskey (EVP)
Sloane N Drake (EVP)
James Jeffrey Peoples (CEO)
Sterling A Jr Spainhour (EVP)
Learn More about top insider investors at Southern.
Who are the major institutional investors of Southern?: Southern's top institutional shareholders include:
Rhumbline Advisers — 0.18%
GAMMA Investing LLC — 0.18%
Confluence Investment Management LLC — 0.15%
Welch Group LLC — 0.07%
Assenagon Asset Management S.A. — 0.06%
Fort Washington Investment Advisors Inc. OH — 0.06%
Learn More about top institutional investors of Southern stock.
Which institutional investors are selling Southern stock?: During the last quarter, SO stock was sold by these institutional investors:
IMC Chicago LLC
Rhumbline Advisers
Verity & Verity LLC
Confluence Investment Management LLC
Hennessy Advisors Inc.
Hennion & Walsh Asset Management Inc.
Welch Group LLC
Rockland Trust Co.
In the last year, company insiders that have sold Southern company stock include:
Thomas A Fanning (CEO)
Thomas A Fanning (Director)
James Y Kerr II (CEO)
Stephen E Kuczynski (CEO)
Kimberly S Greene (CEO)
Martin Bernard Davis (EVP)
Anthony L Wilson (CEO)
Bryan D Anderson (EVP)
Learn More investors selling Southern stock.
Which institutional investors are buying Southern stock?: In the last quarter, SO stock was purchased by institutional investors including:
GAMMA Investing LLC
Assenagon Asset Management S.A.
Exchange Traded Concepts LLC
Dynamic Advisor Solutions LLC
Annex Advisory Services LLC
Cullen Investment Group LTD.
Fort Washington Investment Advisors Inc. OH
SG Americas Securities LLC