SONYSEElectric ServicesFiscal year ends December 31Also trades as SOJC, SOJD, SOJE, SOJF, SOMN
SOUTHERN CO
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 30, 2026
$89.27−1.91 (-2.09%)
Close on Oct 19, 2026
- Market cap
- $100.70B
- P/E (TTM)
- 22.9
- Dividend yield
- 3.29%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
835M
Shares held, 13F filers
Institutional holders
2,355
144 new, 113 sold out
Net institutional buying
48M
In Q2 2026
Insider trades, 12 months
0 buys · 12 sales
Net sold $5.62M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 83,145,596 | 7.42% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 77,730,437 | 7.10% | 13G (passive) amendment | Dec 31, 2023 |
| Capital World Investors | 63,022,016 | 5.60% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 5.84% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 92,990,716 | – | $8.90B | +2,622,013 | 0.13% |
| Vanguard Capital Management LLC | 73,665,124 | – | $7.05B | +2,125,979 | 0.15% |
| State Street Corp | 64,809,708 | – | $6.20B | +1,829,620 | 0.18% |
| Capital World Investors | 62,518,698 | – | $5.98B | +6,278,825 | 0.71% |
| Price T Rowe Associates Inc /Md/ | 46,415,904 | – | $4.44M | +9,990,378 | 0.44% |
| JPMorgan Chase & Co | 32,778,201 | – | $3.17B | −10,559,549 | 0.18% |
| Geode Capital Management, LLC | 29,315,285 | – | $2.82B | +960,236 | 0.15% |
| Vanguard Portfolio Management LLC | 27,023,691 | – | $2.59B | +886,834 | 0.12% |
| FMR LLC | 22,537,244 | – | $2.16B | −350,690 | 0.09% |
| Franklin Resources Inc | 16,561,908 | – | $1.59B | −247,401 | 0.34% |
| Goldman Sachs Group Inc | 14,582,492 | – | $1.40B | +8,740,569 | 0.12% |
| Norges Bank | 14,358,862 | – | $1.37B | New | 0.14% |
| Massachusetts Financial Services Co /Ma/ | 13,831,354 | – | $1.32B | −1,764,446 | 0.42% |
| Morgan Stanley | 13,539,685 | – | $1.30B | +624,619 | 0.07% |
| Northern Trust Corp | 9,755,332 | – | $933.68M | −72,094 | 0.11% |
| Ameriprise Financial Inc | 9,568,912 | – | $915.77M | +132,926 | 0.19% |
| Royal Bank of Canada | 8,721,450 | – | $834.73M | −31,725 | 0.12% |
| Bank Of America Corp /De/ | 8,392,512 | – | $803.25M | +11,920 | 0.05% |
| Legal & General Group Plc | 7,703,017 | – | $737.26M | −145,265 | 0.15% |
| Charles Schwab Investment Management Inc | 7,386,604 | – | $706.97M | +275,333 | 0.09% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,355 | 835M | 144 / 1102 | 726 / 113 | 83M | 35M |
| Q1 2026 | 2,361 | 790M | 227 / 982 | 783 / 100 | 163M | 64M |
| Q4 2025 | 2,268 | 800M | 244 / 864 | 807 / 147 | 63M | 117M |
| Q3 2025 | 2,218 | 857M | 166 / 936 | 734 / 96 | 127M | 53M |
| Q2 2025 | 2,182 | 785M | 129 / 938 | 733 / 125 | 59M | 24M |
| Q1 2025 | 2,204 | 751M | 225 / 907 | 740 / 105 | 45M | 37M |
| Q4 2024 | 2,122 | 749M | 270 / 874 | 676 / 125 | 39M | 98M |
| Q3 2024 | 2,007 | 813M | 219 / 775 | 704 / 74 | 151M | 32M |
| Q2 2024 | 1,884 | 773M | 176 / 738 | 653 / 91 | 65M | 53M |
| Q1 2024 | 1,824 | 764M | 126 / 731 | 692 / 113 | 69M | 36M |
| Q4 2023 | 1,837 | 731M | 242 / 647 | 714 / 86 | 72M | 33M |
| Q3 2023 | 1,711 | 694M | 125 / 656 | 662 / 117 | 36M | 32M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 35,818,373 | – | $3.43B | 0.15% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 29,223,029 | – | $2.80B | 0.17% | Jun 30, 2026 |
| Income Fund of America | 20,394,481 | – | $1.93B | 1.30% | Jul 31, 2026 |
| State Street(R) Utilities Select Sector SPDR(R) ETF | 18,343,529 | – | $1.76B | 7.60% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 15,506,047 | – | $1.48B | 0.17% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 14,090,838 | – | $1.30B | 0.16% | May 31, 2026 |
| Washington Mutual Investors Fund | 12,688,529 | – | $1.20B | 0.55% | Jul 31, 2026 |
| American Balanced Fund | 12,222,797 | – | $1.17B | 0.41% | Jun 30, 2026 |
| Vanguard Value Index Fund | 10,739,839 | – | $1.03B | 0.40% | Jun 30, 2026 |
| Franklin Income Fund | 9,000,000 | – | $861.39M | 1.09% | Jun 30, 2026 |
| MFS Value Fund | 7,803,904 | – | $718.35M | 1.41% | May 31, 2026 |
| Vanguard Utilities Index Fund | 7,664,343 | – | $705.50M | 6.67% | May 31, 2026 |
| Vanguard Institutional Index Fund | 6,119,593 | – | $585.71M | 0.17% | Jun 30, 2026 |
| T. Rowe Price Value Fund, Inc. | 5,472,270 | – | $523.75M | 1.54% | Jun 30, 2026 |
| Capital World Growth & Income Fund | 5,401,902 | – | $497.25M | 0.31% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Matthew M. Kim | Comptroller | 6,210 | Sep 4, 2026 |
| Peter P. Sena III | Chairman,President & CEO, SNC | 26,935 | Sep 4, 2026 |
| Sterling A. Spainhour Jr. | EVP & CLO | 36,170 | Aug 7, 2026 |
| Christopher C. Womack | Chairman, President & CEO | 216,053 | May 26, 2026 |
| Greene Kimberly S, | Chairman, President & CEO, GPC | 103,602 | Mar 31, 2026 |
| Stan W. Connally | EVP & COO | 177,044 | Mar 19, 2026 |
| Christopher Cummiskey | EVP | 36,657 | Mar 19, 2026 |
| Sloane N. Drake | EVP & CHRO | 42,186 | Mar 10, 2026 |
| James Jeffrey Peoples | Chairman, President & CEO, APC | 50,029 | Feb 13, 2026 |
| Pedro P. Cherry | Chairman, President & CEO, MPC | 26,137 | Feb 13, 2026 |
| Bryan D. Anderson | EVP | 66,614 | Feb 13, 2026 |
| David P. Poroch | EVP & CFO | 53,633 | Feb 13, 2026 |
| Kerr, II James Y | Chairman, President & CEO, GAS | 236,032 | Feb 13, 2026 |
| Martin Bernard Davis | EVP & CIO | 102,090 | Mar 4, 2025 |
| Anthony L. Wilson | Chairman, President & CEO, MPC | 121,562 | Feb 18, 2025 |
| Daniel S. Tucker | EVP & CFO | 78,451 | Feb 18, 2025 |
| David J. Grain | Director | 500 | Jul 2, 2026 |
| Shantella E. Cooper | Director | 19,901 | Jul 2, 2026 |
| David E. Meador | Director | 0 | Jul 2, 2026 |
| Kristine L. Svinicki | Director | 0 | Jul 2, 2026 |
| John D. Johns | Director | 730 | Jul 2, 2026 |
| William G. Smith Jr | Director | 11,819 | Jul 2, 2026 |
| Janaki Akella | Director | 0 | Jul 2, 2026 |
| Anthony F. Earley Jr | Director | 10,522 | Jul 2, 2026 |
| John M. Turner JR | Director | 1,000 | Jul 2, 2026 |
| James O. Etheredge | Director | 0 | Jul 2, 2026 |
| Lizanne Thomas | Director | 700 | Jul 2, 2026 |
| Dale E. Klein | Director | 0 | Apr 2, 2026 |
| Donald M. James | Director | 0 | Apr 2, 2026 |
| Henry A. Clark III | Director | 2,000 | Apr 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew M. Kim Comptroller | Sep 3, 2026 | Sale | −1,400 | $88.87 | $124.42K | 4,988 |
| Peter P. Sena III Chairman,President & CEO, SNC | Sep 3, 2026 | Sale(10b5-1 plan) | −4,266 | $88.59 | $377.92K | 26,935 |
| Matthew M. Kim Comptroller | Sep 1, 2026 | Sale(10b5-1 plan) | −100 | $88.45 | $8.85K | 6,400 |
| Sterling A. Spainhour Jr. EVP & CLO | Aug 6, 2026 | Sale(10b5-1 plan) | −3,333 | $94.02 | $313.37K | 35,219 |
| Matthew M. Kim Comptroller | Aug 3, 2026 | Sale(10b5-1 plan) | −100 | $94.28 | $9.43K | 6,488 |
| Matthew M. Kim Comptroller | Jul 1, 2026 | Sale(10b5-1 plan) | −100 | $95.77 | $9.58K | 6,588 |
| Peter P. Sena III Chairman,President & CEO, SNC | Jun 28, 2026 | Option exercise | +712 | – | – | 31,517 |
| Peter P. Sena III Chairman,President & CEO, SNC | Jun 28, 2026 | Tax withholding | −316 | $97.16 | $30.70K | 31,201 |
| Matthew M. Kim Comptroller | Jun 1, 2026 | Sale(10b5-1 plan) | −100 | $91.16 | $9.12K | 6,688 |
| Christopher C. Womack Chairman, President & CEO | May 24, 2026 | Tax withholding | −3,414 | $94.55 | $322.79K | 213,449 |
| Christopher C. Womack Chairman, President & CEO | May 24, 2026 | Option exercise | +7,662 | – | – | 216,863 |
| Matthew M. Kim Comptroller | May 1, 2026 | Sale(10b5-1 plan) | −100 | $96.57 | $9.66K | 6,788 |
| Matthew M. Kim Comptroller | Apr 1, 2026 | Tax withholding | −82 | $96.94 | $7.95K | 6,888 |
| Matthew M. Kim Comptroller | Apr 1, 2026 | Option exercise | +82 | – | – | 6,970 |
| Greene Kimberly S, Chairman, President & CEO, GPC | Mar 30, 2026 | Sale(10b5-1 plan) | −25,000 | $96.67 | $2.42M | 103,602 |
| Christopher Cummiskey EVP | Mar 19, 2026 | Sale | −6,669 | $96.55 | $643.89K | 30,800 |
| Stan W. Connally EVP & COO | Mar 18, 2026 | Sale(10b5-1 plan) | −12,500 | $97.13 | $1.21M | 161,481 |
| Sloane N. Drake EVP & CHRO | Mar 8, 2026 | Option exercise | +1,420 | – | – | 39,565 |
| Sloane N. Drake EVP & CHRO | Mar 8, 2026 | Tax withholding | −633 | $97.48 | $61.70K | 38,932 |
| Sterling A. Spainhour Jr. EVP & CLO | Mar 6, 2026 | Discretionary | −6,330.01 | $97.64 | $618.06K | 704 |
| Anthony F. Earley Jr Director | Feb 26, 2026 | Gift | −15,000 | – | – | 9,261 |
| Matthew M. Kim Comptroller | Feb 24, 2026 | Sale(10b5-1 plan) | −5,123 | $95.15 | $487.45K | 6,888 |
| Christopher C. Womack Chairman, President & CEO | Feb 16, 2026 | Option exercise | +13,751 | – | – | 150,902 |
| Christopher C. Womack Chairman, President & CEO | Feb 16, 2026 | Award | +117,327 | – | – | 261,457 |
| Christopher C. Womack Chairman, President & CEO | Feb 16, 2026 | Award | +62,223 | – | – | 164,866 |
| Christopher C. Womack Chairman, President & CEO | Feb 16, 2026 | Tax withholding | −52,259 | $90.86 | $4.75M | 209,198 |
| Christopher C. Womack Chairman, President & CEO | Feb 16, 2026 | Tax withholding | −6,772 | $90.86 | $615.30K | 144,130 |
| Christopher C. Womack Chairman, President & CEO | Feb 16, 2026 | Tax withholding | −27,715 | $90.86 | $2.52M | 137,151 |
| James Jeffrey Peoples Chairman, President & CEO, APC | Feb 11, 2026 | Tax withholding | −18,526 | $90.86 | $1.68M | 40,649 |
| James Jeffrey Peoples Chairman, President & CEO, APC | Feb 11, 2026 | Option exercise | +2,929 | – | – | 43,578 |
| James Jeffrey Peoples Chairman, President & CEO, APC | Feb 11, 2026 | Award | +41,770 | – | – | 59,175 |
| James Jeffrey Peoples Chairman, President & CEO, APC | Feb 11, 2026 | Tax withholding | −1,438 | $90.86 | $130.66K | 42,140 |
| Bryan D. Anderson EVP | Feb 11, 2026 | Tax withholding | −13,190 | $90.86 | $1.20M | 66,614 |
| Bryan D. Anderson EVP | Feb 11, 2026 | Award | +26,326 | – | – | 79,804 |
| Bryan D. Anderson EVP | Feb 11, 2026 | Option exercise | +1,716 | – | – | 68,330 |
| Bryan D. Anderson EVP | Feb 11, 2026 | Tax withholding | −941 | $90.86 | $85.50K | 67,389 |
| Sterling A. Spainhour Jr. EVP & CLO | Feb 11, 2026 | Award | +30,641 | – | – | 50,800 |
| Sterling A. Spainhour Jr. EVP & CLO | Feb 11, 2026 | Tax withholding | −13,648 | $90.86 | $1.24M | 37,152 |
| Sterling A. Spainhour Jr. EVP & CLO | Feb 11, 2026 | Option exercise | +2,526 | – | – | 39,678 |
| Sterling A. Spainhour Jr. EVP & CLO | Feb 11, 2026 | Tax withholding | −1,126 | $90.86 | $102.31K | 38,552 |
| Sloane N. Drake EVP & CHRO | Feb 11, 2026 | Option exercise | +1,340 | – | – | 38,743 |
| Sloane N. Drake EVP & CHRO | Feb 11, 2026 | Tax withholding | −598 | $90.86 | $54.33K | 38,145 |
| Sloane N. Drake EVP & CHRO | Feb 11, 2026 | Award | +18,198 | – | – | 45,510 |
| Sloane N. Drake EVP & CHRO | Feb 11, 2026 | Tax withholding | −8,107 | $90.86 | $736.60K | 37,403 |
| Matthew M. Kim Comptroller | Feb 11, 2026 | Tax withholding | −2,014 | $90.86 | $182.99K | 14,025 |
| Matthew M. Kim Comptroller | Feb 11, 2026 | Award | +4,450 | – | – | 14,025 |
| Greene Kimberly S, Chairman, President & CEO, GPC | Feb 11, 2026 | Tax withholding | −1,651 | $90.86 | $150.01K | 128,602 |
| Greene Kimberly S, Chairman, President & CEO, GPC | Feb 11, 2026 | Option exercise | +3,350 | – | – | 130,253 |
| Greene Kimberly S, Chairman, President & CEO, GPC | Feb 11, 2026 | Tax withholding | −23,097 | $90.86 | $2.10M | 126,903 |
| Greene Kimberly S, Chairman, President & CEO, GPC | Feb 11, 2026 | Award | +51,855 | – | – | 150,000 |
| Pedro P. Cherry Chairman, President & CEO, MPC | Feb 11, 2026 | Award | +9,699 | – | – | 10,847 |
| Pedro P. Cherry Chairman, President & CEO, MPC | Feb 11, 2026 | Tax withholding | −196 | $90.86 | $17.81K | 6,820 |
| Pedro P. Cherry Chairman, President & CEO, MPC | Feb 11, 2026 | Tax withholding | −4,237 | $90.86 | $384.97K | 6,610 |
| Pedro P. Cherry Chairman, President & CEO, MPC | Feb 11, 2026 | Option exercise | +406 | – | – | 7,016 |
| Peter P. Sena III Chairman,President & CEO, SNC | Feb 11, 2026 | Award | +22,698 | – | – | 39,587 |
| Peter P. Sena III Chairman,President & CEO, SNC | Feb 11, 2026 | Option exercise | +2,311 | – | – | 31,831 |
| Peter P. Sena III Chairman,President & CEO, SNC | Feb 11, 2026 | Tax withholding | −1,026 | $90.86 | $93.22K | 30,805 |
| Peter P. Sena III Chairman,President & CEO, SNC | Feb 11, 2026 | Tax withholding | −10,067 | $90.86 | $914.69K | 29,520 |
| Christopher Cummiskey EVP | Feb 11, 2026 | Award | +22,178 | – | – | 46,597 |
| Christopher Cummiskey EVP | Feb 11, 2026 | Tax withholding | −9,880 | $90.86 | $897.70K | 36,717 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| M. Kim Matthew OFFICER | Oct 1, 2026 | 100 | $8.27K | Oct 1, 2026 | Performance Stock Vest |
| Kim Matthew Officer | Sep 3, 2026 | 1,400 | $124.42K | Sep 3, 2026 | Performance Stock Vest |
| P. Sena Peter Iii Officer | Sep 3, 2026 | 4,266 | $377.92K | Sep 3, 2026 | RESTRICTED STOCK UNIT VEST |
| Kim Matthew OFFICER | Sep 1, 2026 | 100 | $8.85K | Sep 1, 2026 | PERFORMANCE STOCK VEST |
| Spainhour Sterling OFFICER | Aug 6, 2026 | 3,333 | $313.37K | Aug 6, 2026 | PERFORMANCE STOCK VEST |
| Kim Matthew Officer | Aug 3, 2026 | 100 | $9.43K | Aug 3, 2026 | Performance Stock Vest |
| Kim Matthew OFFICER | Jul 1, 2026 | 100 | $9.58K | Jul 1, 2026 | PERFORMANCE STOCK VEST |
| M. Kim Matthew Officer | Jun 1, 2026 | 100 | $9.12K | Jun 1, 2026 | Performance Stock Unit Vest |
| Kim Matthew Officer | May 1, 2026 | 100 | $9.66K | May 1, 2026 | Performance Stock Unit Vest |
| Greene Kimberly OFFICER | Mar 30, 2026 | 25,000 | $2.42M | Mar 30, 2026 | DIVIDEND REINVESTMENT |
| Cummiskey Christopher Officer | Mar 19, 2026 | 6,669 | $643.89K | Mar 19, 2026 | PERFORMANCE STOCK UNIT VEST |
| Connally Stanley Officer | Mar 18, 2026 | 12,500 | $1.22M | Mar 18, 2026 | RESTRICTED STOCK UNIT VEST |
| M. Kim Matthew Officer | Feb 24, 2026 | 5,123 | $487.45K | Feb 24, 2026 | Performance Stock Unit Vest |
| Anderson Bryan OFFICER | Sep 30, 2025 | 6,206 | $582.31K | Sep 30, 2025 | RESTRICTED STOCK VEST (S) |
| Sterling A. Spainhour Jr. Officer | Aug 11, 2025 | 2,380 | $226.15K | Aug 11, 2025 | RESTRICTED STOCK UNIT VEST |