NYSE : SO

The Southern Company — Institutional Ownership

$96.78 USD

$0.3 (0.31%)

Volume
5.49M
Average Volume
5.88M
Market Capitalization
$109.1B
P/E Ratio
24.56
Dividend Yield
3.08%
Price Target
$101.50
Year High
$100.84
Year Low
$83.80
Day High
—
Day Low
—
Payout Ratio
$0.70
Current Ratio
$0.65
Institutional Ownership Summary
Institutional Ownership %

2.56%

Investors Holding

892

change: -1512 | last: 2404
Increased Positions

453

change: -754 | last: 1207
Reduced Positions

263

change: -521 | last: 784
New Positions

45

change: -180 | last: 225
Sold Positions

1513

change: 1373 | last: 140
Total Calls

-

Total Puts

884.7K

Put-Call Ratio

0.00

change: -80.0419 | last: 0.8004
Total Invested

2.76B

Beneficial Ownership Filings
Filing Date Reporting Person Amount Beneficially Owned % of Class
2026-05-14 Capital World Investors 63.02M 5.60%
2026-04-30 Vanguard Capital Management 83.15M 7.42%
2026-03-27 The Vanguard Group - 0.00%
2026-03-05 JPMORGAN CHASE & CO. 41.3M 3.70%
2025-07-24 JPMORGAN CHASE & CO. 68.43M 6.20%
2025-02-10 JPMORGAN CHASE & CO. 55.89M 5.10%
2023-02-14 52-0556948 60.19M 5.50%
2022-02-09 The Vanguard Group - 23-1945930 90.76M 8.56%
2022-02-08 (1) BlackRock, Inc. 76.01M 7.20%
2021-02-16 STATE STREET CORPORATION 52.29M 4.95%
2021-02-10 The Vanguard Group - 23-1945930 89.4M 8.46%
2021-02-05 (1) BlackRock, Inc. 73.81M 7.00%
2020-02-14 STATE STREET CORPORATION 57.29M 5.46%
2020-02-12 The Vanguard Group - 23-1945930 90.58M 8.63%
2020-02-10 (1) BlackRock, Inc. 80.36M 7.60%
2019-02-06 (1) BlackRock, Inc. 67.97M 6.60%
2018-02-08 (1) BlackRock, Inc. 62.96M 6.30%
2017-01-27 (1) BlackRock, Inc. 60.65M 6.20%
2016-02-22 STATE STREET CORPORATION 42.35M 4.70%
2016-02-10 (1) BlackRock, Inc. 54.69M 6.00%
2014-01-30 (1) BlackRock, Inc. 45.78M 5.20%
2013-02-12 STATE STREET CORPORATION 42.31M 4.80%
2013-02-11 (1) BlackRock, Inc. 51.56M 5.90%
2011-02-02 (1) BlackRock, Inc. 45.63M 5.44%
SO Enterprise Value History
Annual
Date Stock Price Shares Outstanding Market Cap Cash & Equivalents Total Debt Enterprise Value
2025-12-31 $87.20 1.1B $96.18B $1.64B $65.82B $160.36B
2024-12-31 $82.32 1.1B $90.22B $1.07B $66.28B $155.43B
2023-12-31 $70.12 1.09B $76.57B $748M $63.49B $139.31B
2022-12-31 $71.41 1.08B $76.77B $1.92B $59.14B $133.98B
2021-12-31 $68.58 1.06B $72.76B $1.8B $55.47B $126.44B
2020-12-31 $61.43 1.06B $64.99B $1.06B $51.04B $114.97B
2019-12-31 $63.70 1.05B $67.08B $1.98B $48.69B $113.79B
2018-12-31 $43.92 1.03B $45.4B $1.4B $46.85B $90.86B
2017-12-31 $48.09 1.01B $48.46B $2.13B $50.79B $97.12B
2016-12-31 $49.19 990.2M $48.71B $1.98B $47.46B $94.19B
Quarterly
Date Stock Price Shares Outstanding Market Cap Cash & Equivalents Total Debt Enterprise Value
2026-03-31 $96.52 1.12B $108.49B $981M $76B $183.51B
2025-12-31 $87.20 1.1B $96.18B $1.64B $65.82B $160.36B
2025-09-30 $94.77 1.1B $104.44B $3.34B $73.75B $174.84B
2025-06-30 $91.83 1.1B $101.01B $1.26B $70.82B $170.57B
2025-03-31 $91.95 1.1B $101.14B $2.33B $70.12B $168.94B
2024-12-31 $82.32 1.1B $90.39B $1.07B $66.28B $155.59B
2024-09-30 $90.18 1.1B $98.93B $1.02B $65.08B $162.99B
2024-06-30 $77.00 1.1B $84.39B $1.15B $65.52B $148.76B
2024-03-31 $71.10 1.09B $77.78B $713M $65.25B $142.32B
2023-12-31 $70.12 1.09B $76.57B $748M $63.49B $139.31B
2023-09-30 $64.72 1.09B $70.67B $1.68B $62.31B $131.3B
2023-06-30 $70.25 1.09B $76.71B $2.12B $62.4B $136.98B