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): $8,838,533.32

Southern Insider Trading History Chart

Southern Share Price & Price History

^$89.38

▼ -0.44 (-0.49%)

As of 10/30/2024 01:00 AM ET

Days: 30 | 90 | 365

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Southern Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
4/8/2022	Bryan D. Anderson	EVP	Sell	26,917	$75.96	$2,044,615.32	30,660
4/8/2022	Stephen E. Kuczynski	CEO	Sell	14,500	$75.97	$1,101,565.00	115,284
4/6/2022	Kimberly S. Greene	CEO	Sell	40,419	$75.30	$3,043,550.70	123,120
3/31/2022	Kimberly S. Greene	CEO	Sell	96,990	$72.71	$7,052,142.90
3/25/2022	Kimberly S. Greene	CEO	Sell	100,005	$70.05	$7,005,350.25
3/21/2022	Stephen E Kuczynski	CEO	Sell	14,500	$68.29	$990,205.00
3/4/2022	Ann P. Daiss	Insider	Sell	7,500	$67.47	$506,025.00
3/1/2022	Christopher Cummiskey	EVP	Sell	2,000	$64.73	$129,460.00
2/25/2022	Christopher C Womack	Insider	Sell	20,656	$65.00	$1,342,640.00
2/23/2022	Christopher Cummiskey	EVP	Sell	909	$63.61	$57,821.49
2/16/2022	Christopher C Womack	Insider	Sell	4,746	$65.07	$308,822.22
2/16/2022	Christopher Cummiskey	EVP	Sell	874	$65.07	$56,871.18
2/10/2022	Stephen E Kuczynski	CEO	Sell	2,500	$67.80	$169,500.00
1/10/2022	Stephen E Kuczynski	CEO	Sell	2,500	$68.59	$171,475.00
1/5/2022	Christopher Cummiskey	EVP	Sell	989	$67.65	$66,905.85
12/16/2021	Kimberly S. Greene	CEO	Sell	66,121	$67.54	$4,465,812.34
12/10/2021	Stephen E Kuczynski	CEO	Sell	2,500	$64.89	$162,225.00
12/1/2021	Christopher Cummiskey	EVP	Sell	2,000	$61.45	$122,900.00
11/10/2021	Daniel S. Tucker	CFO	Sell	2,350	$63.62	$149,507.00
11/10/2021	Stephen E Kuczynski	CEO	Sell	2,500	$63.05	$157,625.00

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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
10/31/2024	Concurrent Investment Advisors LLC	80,083	$7.22M	0.2%	+3.8%	0.007%
10/30/2024	White Lighthouse Investment Management Inc.	10,229	$0.92M	0.2%	-27.5%	0.001%
10/30/2024	Armor Investment Advisors LLC	23,181	$2.09M	0.9%	-6.0%	0.002%
10/30/2024	Radnor Capital Management LLC	4,700	$0.42M	0.1%	N/A	0.000%
10/30/2024	Leslie Global Wealth LLC	4,678	$0.42M	0.2%	N/A	0.000%
10/30/2024	1834 Investment Advisors Co.	13,022	$1.17M	0.1%	-27.1%	0.001%
10/30/2024	Catalina Capital Group LLC	3,767	$0.34M	0.1%	+14.0%	0.000%
10/30/2024	Financial Security Advisor Inc.	12,111	$1.09M	0.3%	+213.5%	0.001%
10/30/2024	Avidian Wealth Enterprises LLC	7,254	$0.65M	0.0%	+7.8%	0.001%
10/30/2024	HF Advisory Group LLC	22,898	$2.07M	1.0%	+1.8%	0.002%
10/30/2024	Cornerstone Capital Inc.	68,557	$6.18M	0.6%	-0.7%	0.006%
10/30/2024	Crestwood Advisors Group LLC	2,686	$0.24M	0.0%	N/A	0.000%
10/30/2024	NorthRock Partners LLC	8,174	$0.74M	0.1%	-5.5%	0.001%
10/30/2024	Global Wealth Management Investment Advisory Inc.	52,299	$4.72M	1.0%	-17.3%	0.005%
10/30/2024	Hanlon Investment Management Inc.	2,237	$0.20M	0.1%	N/A	0.000%
10/30/2024	Amalgamated Bank	217,742	$19.64M	0.2%	-1.4%	0.020%
10/30/2024	United Advisor Group LLC	3,492	$0.32M	0.1%	+24.9%	0.000%
10/30/2024	Gulf International Bank UK Ltd	87,857	$7.92M	0.2%	-4.5%	0.008%
10/30/2024	Moloney Securities Asset Management LLC	6,274	$0.57M	0.1%	-4.9%	0.001%
10/30/2024	Hazlett Burt & Watson Inc.	1,033	$93K	0.0%	+36.3%	0.000%
10/30/2024	PDS Planning Inc	3,717	$0.34M	0.0%	+24.2%	0.000%
10/30/2024	QRG Capital Management Inc.	123,834	$11.17M	0.1%	+28.2%	0.011%
10/30/2024	Asset Management One Co. Ltd.	487,433	$43.96M	0.2%	+1.6%	0.045%
10/30/2024	National Pension Service	2,420,890	$218.32M	0.2%	+13.0%	0.221%
10/30/2024	Klingenstein Fields & Co. LP	139,390	$12.57M	0.5%	+1.8%	0.013%
10/30/2024	Intact Investment Management Inc.	143,110	$12.91M	0.4%	+10.1%	0.013%
10/29/2024	Northeast Investment Management	2,247	$0.20M	0.0%	-13.5%	0.000%
10/29/2024	Citizens National Bank Trust Department	23,636	$2.13M	0.4%	-0.9%	0.002%
10/29/2024	Donaldson Capital Management LLC	21,268	$1.92M	0.1%	-7.9%	0.002%
10/29/2024	Kanawha Capital Management LLC	110,366	$9.95M	0.7%	-1.1%	0.010%
10/29/2024	KG&L Capital Management LLC	4,831	$0.43M	0.1%	-12.0%	0.000%
10/29/2024	Forum Financial Management LP	5,486	$0.50M	0.0%	-15.0%	0.001%
10/29/2024	Robeco Institutional Asset Management B.V.	138,447	$12.49M	0.0%	+31.6%	0.013%
10/29/2024	TrueWealth Advisors LLC	41,020	$3.70M	1.2%	+0.5%	0.004%
10/29/2024	Van ECK Associates Corp	303,420	$28.57M	0.0%	+2.5%	0.028%
10/29/2024	Glassy Mountain Advisors Inc.	2,464	$0.22M	0.1%	-9.7%	0.000%
10/29/2024	Latitude Advisors LLC	4,046	$0.37M	0.2%	+3.6%	0.000%
10/29/2024	Confluence Wealth Services Inc.	16,590	$1.50M	0.1%	-12.3%	0.002%
10/29/2024	Janney Montgomery Scott LLC	379,060	$34.18M	0.1%	-4.1%	0.035%
10/29/2024	Carmichael Hill & Associates Inc.	9,166	$0.83M	0.3%	+5.7%	0.001%
10/29/2024	Pure Financial Advisors LLC	2,572	$0.23M	0.0%	N/A	0.000%
10/29/2024	Forbes Financial Planning Inc.	2,404	$0.22M	0.2%	N/A	0.000%
10/29/2024	Clear Creek Financial Management LLC	8,906	$0.80M	0.1%	-4.7%	0.001%
10/29/2024	Princeton Global Asset Management LLC	3,787	$0.34M	0.1%	+21.3%	0.000%
10/29/2024	Lmcg Investments LLC	2,550	$0.23M	0.0%	N/A	0.000%
10/29/2024	Realta Investment Advisors	3,871	$0.35M	0.2%	-74.3%	0.000%
10/29/2024	AM Investment Strategies LLC	81,180	$7.32M	1.8%	-0.9%	0.007%
10/29/2024	Visionary Horizons LLC	10,233	$0.92M	0.6%	-3.9%	0.001%
10/29/2024	Ceredex Value Advisors LLC	524,731	$47.32M	0.9%	-8.0%	0.048%
10/29/2024	Chicago Partners Investment Group LLC	9,250	$0.87M	0.0%	+15.4%	0.001%
10/29/2024	Phillips Wealth Planners LLC	2,416	$0.22M	0.2%	-26.0%	0.000%
10/29/2024	Farther Finance Advisors LLC	22,128	$2M	0.1%	+71.5%	0.002%
10/29/2024	Capital Advisors Inc. OK	874,884	$78.90M	1.6%	+2.0%	0.080%
10/28/2024	Lowe Brockenbrough & Co. Inc.	7,019	$0.63M	0.0%	+8.4%	0.001%
10/28/2024	Americana Partners LLC	70,700	$6.38M	0.4%	+7.8%	0.006%
10/28/2024	Gladstone Institutional Advisory LLC	27,479	$2.48M	0.1%	-28.5%	0.003%
10/28/2024	Shepherd Financial Partners LLC	11,142	$1.01M	0.1%	-6.5%	0.001%
10/28/2024	Fonville Wealth Management LLC	4,575	$0.41M	0.1%	+6.1%	0.000%
10/28/2024	Lebenthal Global Advisors LLC	12,681	$1.14M	0.2%	+92.4%	0.001%
10/28/2024	New York State Common Retirement Fund	1,186,701	$107.02M	0.1%	-6.6%	0.109%
10/28/2024	Creative Financial Designs Inc. ADV	2,292	$0.21M	0.0%	-86.0%	0.000%
10/28/2024	Hills Bank & Trust Co	11,579	$1.04M	0.1%	-32.8%	0.001%
10/28/2024	Stephens Inc. AR	259,420	$23.39M	0.3%	+17.6%	0.024%
10/28/2024	Norris Perne & French LLP MI	230,566	$20.79M	1.4%	-41.2%	0.021%
10/28/2024	Pacific Wealth Strategies Group Inc.	18,287	$1.65M	1.2%	+4.2%	0.002%
10/28/2024	Cigna Investments Inc. New	11,273	$1.02M	0.2%	-1.4%	0.001%
10/28/2024	LCM Capital Management Inc	3,864	$0.35M	0.2%	-2.8%	0.000%
10/28/2024	US Bancorp DE	420,293	$37.90M	0.0%	-0.6%	0.038%
10/28/2024	Palumbo Wealth Management LLC	3,881	$0.35M	0.1%	+10.8%	0.000%
10/28/2024	Nikulski Financial Inc.	3,655	$0.33M	0.1%	N/A	0.000%
10/28/2024	HM Payson & Co.	9,185	$0.83M	0.0%	-11.7%	0.001%
10/28/2024	Catalyst Financial Partners LLC	3,436	$0.31M	0.1%	+23.6%	0.000%
10/28/2024	Tevis Investment Management	2,377	$0.21M	0.2%	N/A	0.000%
10/28/2024	Goldstone Financial Group LLC	5,978	$0.54M	0.1%	N/A	0.001%
10/25/2024	Financial Advocates Investment Management	10,354	$0.93M	0.1%	-8.6%	0.001%
10/25/2024	Folger Nolan Fleming Douglas Capital Management Inc.	41,312	$3.73M	0.4%	-1.0%	0.004%
10/25/2024	Cornerstone Wealth Group LLC	92,990	$8.39M	0.7%	+2.5%	0.009%
10/25/2024	Hudson Valley Investment Advisors Inc. ADV	20,280	$1.83M	0.2%	-6.3%	0.002%
10/25/2024	Tandem Capital Management Corp ADV	2,435	$0.22M	0.1%	N/A	0.000%
10/25/2024	SteelPeak Wealth LLC	96,892	$8.74M	0.4%	+1,502.6%	0.009%
10/25/2024	Pinnacle Associates Ltd.	119,564	$10.78M	0.2%	+2.8%	0.011%
10/25/2024	First Trust Direct Indexing L.P.	40,423	$3.65M	0.2%	+15.9%	0.004%
10/25/2024	Evermay Wealth Management LLC	340	$31K	0.0%	-45.9%	0.000%
10/25/2024	New York State Teachers Retirement System	940,634	$84.83M	0.2%	-3.5%	0.086%
10/25/2024	Edge Financial Advisors LLC	10,074	$0.91M	0.8%	N/A	0.001%
10/25/2024	Golden State Equity Partners	8,796	$0.79M	0.2%	-31.0%	0.001%
10/25/2024	Highline Wealth Partners LLC	15,195	$1.37M	0.5%	N/A	0.001%
10/25/2024	Trajan Wealth LLC	53,225	$4.80M	0.3%	-2.9%	0.005%
10/25/2024	Pathway Financial Advisers LLC	51,107	$4.61M	0.0%	-8.7%	0.005%
10/25/2024	Mutual Advisors LLC	28,340	$2.65M	0.1%	+2.0%	0.003%
10/25/2024	Jacobsen Capital Management	2,444	$0.22M	0.1%	N/A	0.000%
10/25/2024	Valmark Advisers Inc.	11,745	$1.06M	0.0%	+4.0%	0.001%
10/25/2024	American Financial Advisors LLC	4,582	$0.41M	0.1%	-20.1%	0.000%
10/25/2024	GW Henssler & Associates Ltd.	341,970	$30.84M	1.7%	-1.1%	0.031%
10/25/2024	Tyche Wealth Partners LLC	26,904	$2.43M	0.5%	-2.1%	0.002%
10/25/2024	Argyle Capital Management Inc.	25,446	$2.30M	0.9%	-11.6%	0.002%
10/25/2024	PBMares Wealth Management LLC	3,273	$0.30M	0.1%	+9.1%	0.000%
10/25/2024	Strategic Blueprint LLC	15,555	$1.40M	0.1%	-8.7%	0.001%
10/25/2024	Farmers & Merchants Investments Inc.	14,080	$1.27M	0.0%	+8.9%	0.001%
10/25/2024	Cutter & CO Brokerage Inc.	4,314	$0.39M	0.1%	-7.8%	0.000%

Data available starting January 2016

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: $89.38

$89.04

$90.33

50 Day Range

MA: $89.60

$85.74

$94.15

52 Week Range

Now: $89.38

$65.80

$94.45

Volume

7,005,761 shs

Average Volume

4,423,142 shs

Market Capitalization

$97.73 billion

P/E Ratio

21.28

Dividend Yield

3.13%

Beta

0.52

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)
Stephen E Kuczynski (CEO)
James Y Kerr II (CEO)
Kimberly S Greene (CEO)
Anthony L Wilson (CEO)
Martin Bernard Davis (EVP)
Bryan D Anderson (EVP)
David P Poroch (Insider)
Christopher Cummiskey (EVP)
Sloane N Drake (EVP)
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:
Raymond James & Associates — 0.25%
National Pension Service — 0.22%
International Assets Investment Management LLC — 0.14%
New York State Common Retirement Fund — 0.11%
Commonwealth Equity Services LLC — 0.09%
New York State Teachers Retirement System — 0.09%
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:
Norris Perne & French LLP MI
Exchange Traded Concepts LLC
New York State Common Retirement Fund
Ceredex Value Advisors LLC
NBC Securities Inc.
DekaBank Deutsche Girozentrale
IFM Investors Pty Ltd
New York State Teachers Retirement System
In the last year, company insiders that have sold Southern company stock include:
Thomas A Fanning (CEO)
Thomas A Fanning (Director)
Stephen E Kuczynski (CEO)
James Y Kerr II (CEO)
Kimberly S Greene (CEO)
Anthony L Wilson (CEO)
Martin Bernard Davis (EVP)
Bryan D Anderson (EVP)
David P Poroch (Insider)
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:
International Assets Investment Management LLC
National Pension Service
Raymond James & Associates
Assenagon Asset Management S.A.
SteelPeak Wealth LLC
SG Americas Securities LLC
Moody Lynn & Lieberson LLC
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT