SOUTHERN CO/THE (SO) Institutional Ownership and Insiders Activity

SOUTHERN CO/THE (SO) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $14.28M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $10.74M in SO holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.

Recent insider activity includes 8 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.