SO · Insider trading · 13F holders · Congress trades
Southern Co (SO)
Who is buying and selling SO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 309
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $842K
- Congress trades, 12 months
- 6
SO at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 3 SO insiders filed 6 sales worth $842K on SEC Form 4, and no open-market purchases; 5 of the sales were pre-planned under Rule 10b5-1.
- 309 13F filers hold SO among their 50 largest positions, worth $14.4B combined. The biggest bets by portfolio weight are Southern Financial Group, LLC (8.9%), Capital & Planning, LLC (7.4%) and Longboard Asset Management, LP (5.7%). In their latest 13Fs, 3 managers opened a new position and 45 added to one.
- Members of Congress have disclosed 67 SO trades since 2014, 5 purchases and 1 sale in the past year; the latest was Jared Moskowitz (D-FL), buying $1K–15K on Dec 2, 2025.
- SO last closed at $92.99 on Oct 29, 2026.
SO insider trading
Between Aug 1, 2026 and Oct 29, 2026, 3 SO insiders filed 6 sales worth $842K on SEC Form 4, and no open-market purchases; 5 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Kim Matthew M. | Comptroller | Sale10b5-1 | 100 | $82.73 | $8K | SEC |
| Sep 4, 2026 | Sena Peter P III | Chairman,President & CEO, SNC | Sale10b5-1 | 4,266 | $88.59 | $378K | SEC |
| Sep 4, 2026 | Kim Matthew M. | Comptroller | Sale | 1,400 | $88.87 | $124K | SEC |
| Sep 3, 2026 | Kim Matthew M. | Comptroller | Sale10b5-1 | 100 | $88.45 | $9K | SEC |
| Aug 7, 2026 | Spainhour Sterling A Jr. | EVP & CLO | Sale10b5-1 | 3,333 | $94.02 | $313K | SEC |
| Aug 4, 2026 | Kim Matthew M. | Comptroller | Sale10b5-1 | 100 | $94.28 | $9K | SEC |
Who owns SO? Hedge funds and superinvestors
309 13F filers hold SO among their 50 largest positions, worth $14.4B combined. The biggest bets by portfolio weight are Southern Financial Group, LLC (8.9%), Capital & Planning, LLC (7.4%) and Longboard Asset Management, LP (5.7%). In their latest 13Fs, 3 managers opened a new position and 45 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital World InvestorsAsset manager | 0.7% | $6.0B | 62,518,698 | +11.2% shares | Q2 2026 |
| Price T Rowe Associates Inc /md/Investment manager | 0.4% | $4.4B | 46,415,904 | +27.4% shares | Q2 2026 |
| Mawer Investment Management Ltd.Hedge fund | 2.0% | $289.4M | 3,023,312 | -11.6% shares | Q2 2026 |
| Healthcare of Ontario Pension Plan Trust FundPension fund | 0.4% | $273.4M | 2,856,478 | — | Q2 2026 |
| Ensign Peak Advisors, IncInvestment manager | 0.4% | $222.1M | 2,320,369 | +2.9% shares | Q2 2026 |
| Pinnacle Financial Partners, Inc.Bank & trust | 1.3% | $184.9M | 1,932,339 | +0.4% shares | Q2 2026 |
| Commonwealth of Pennsylvania Public School Empls Retrmt SysWealth manager | 0.8% | $171.9M | 1,796,076 | -8.1% shares | Q2 2026 |
| Energy Income Partners, LLCMutual fund manager | 2.6% | $166.1M | 1,735,602 | +1.1% shares | Q2 2026 |
| Soroban Capital Partners LPHedge fund | 1.1% | $161.6M | 1,688,287 | -28.9% shares | Q2 2026 |
| Empower Advisory Group, LLCWealth manager | 0.4% | $156.5M | 1,634,931 | +3.3% shares | Q2 2026 |
| Cbre Investment Management Listed Real Assets LLCAsset manager | 2.0% | $143.2M | 1,496,314 | +100.8% shares | Q2 2026 |
| Capital Advisors Inc/okAsset manager | 1.6% | $109.0M | 1,139,024 | +9.6% shares | Q2 2026 |
| Confluence Investment Management LLCWealth manager | 1.8% | $109.0M | 1,315,100 | -4.0% shares | Q3 2026 |
| Duff & Phelps Investment Management CoMutual fund manager | 1.0% | $102.1M | 1,066,805 | -0.6% shares | Q2 2026 |
| Zacks Investment ManagementAsset manager | 0.7% | $99.3M | 1,037,823 | +0.0% shares | Q2 2026 |
| Welch Group, LLCWealth manager | 2.3% | $66.2M | 798,749 | +1.4% shares | Q3 2026 |
| Capital Investment Advisors, LLCWealth manager | 0.7% | $56.9M | 686,172 | +5.8% shares | Q3 2026 |
| Magellan Asset Management LtdAsset manager | 1.3% | $56.7M | 592,268 | +8.6% shares | Q2 2026 |
| Vaughan David Investments Llc/ilAsset manager | 1.1% | $56.5M | 590,329 | +1.5% shares | Q2 2026 |
| Old Republic International CorpInsurance company | 2.4% | $52.7M | 635,400 | -10.7% shares | Q3 2026 |
| Investment Management Corp of OntarioAsset manager | 0.6% | $50.0M | 522,424 | -11.0% shares | Q2 2026 |
| Verition Fund Management LLCHedge fund | 0.4% | $48.7M | 508,415 | — | Q2 2026 |
| OpenArc Corporate Advisory, LLCWealth manager | 0.5% | $42.1M | 508,301 | +0.8% shares | Q3 2026 |
| Edgar Lomax Co/vaInvestment manager | 2.9% | $39.4M | 411,155 | -8.2% shares | Q2 2026 |
| Sterling Capital Management LLCWealth manager | 0.8% | $38.5M | 465,069 | -4.1% shares | Q3 2026 |
| Nexus Investment Management ULCAsset manager | 4.5% | $36.0M | 434,205 | — | Q3 2026 |
| Southern Financial Group, LLCWealth manager | 8.9% | $35.1M | 366,432 | -0.4% shares | Q2 2026 |
| Bollard Group LLCWealth manager | 1.0% | $34.0M | 355,146 | +4.4% shares | Q2 2026 |
| Cahaba Wealth Management, Inc.Wealth manager | 1.8% | $30.3M | 365,630 | -2.2% shares | Q3 2026 |
| Liberty One Investment Management, LLCInstitutional asset manager | 3.0% | $29.6M | 309,176 | +1.6% shares | Q2 2026 |
The 30 largest of 309 positions, by value. Each manager counts with its latest 13F (Q3 2026: 130, Q2 2026: 172, Q1 2026: 7). Screen SO in the grand portfolio →
SO stock trades by members of Congress
Members of Congress have disclosed 67 SO trades since 2014, 5 purchases and 1 sale in the past year; the latest was Jared Moskowitz (D-FL), buying $1K–15K on Dec 2, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jan 16, 2026 | Jared MoskowitzD-FL · House | Buy | $1K–15K | Dec 2, 2025 | +5.2% |
| Oct 10, 2025 | Val T. HoyleD-OR · House | Sale | $1K–15K | Sep 23, 2025 | -0.1% |
| Sep 12, 2025 | Val T. HoyleD-OR · House | Buy | $1K–15K | Oct 29, 2024 | +4.3% |
| Aug 29, 2025 | Marjorie Taylor GreeneR-GA · House | Buy | $1K–15K | Aug 28, 2025 | +1.5% |
| May 9, 2025 | Jared MoskowitzD-FL · House | Buy | $1K–15K | Apr 7, 2025 | +7.4% |
| Apr 7, 2025 | Marjorie Taylor GreeneR-GA · House | Buy | $1K–15K | Apr 3, 2025 | +1.2% |
| Nov 8, 2024 | Marjorie Taylor GreeneR-GA · House | Buy | $1K–15K | Nov 7, 2024 | +7.7% |
| Sep 6, 2024 | John JamesR-MI · House | Sale | $1K–15K | Sep 4, 2024 | +5.1% |
| Sep 2, 2024 | John JamesR-MI · House | Buy | $1K–15K | Nov 10, 2023 | +37.5% |
| Aug 21, 2024 | Jared MoskowitzD-FL · House | Sale | $1K–15K | Feb 13, 2024 | +38.7% |
| Aug 21, 2024 | Jared MoskowitzD-FL · House | Buy | $1K–15K | Jul 14, 2023 | +31.2% |
| Aug 19, 2024 | Jared MoskowitzD-FL · House | Buy | $1K–15K | Jul 5, 2024 | +20.0% |
| Aug 6, 2024 | Jared MoskowitzD-FL · House | Buy | $1K–15K | Jul 5, 2024 | +20.0% |
| Aug 6, 2024 | Jared MoskowitzD-FL · House | Buy | $1K–15K | Jul 5, 2024 | +20.0% |
| May 21, 2024 | Marjorie Taylor GreeneR-GA · House | Buy | $1K–15K | May 21, 2024 | +17.4% |
| May 4, 2024 | Earl BlumenauerD-OR · House | Buy | $15K–50K | Apr 4, 2024 | +33.7% |
| Oct 10, 2023 | Lois FrankelD-FL · House | Sale | $1K–15K | Sep 8, 2023 | +37.8% |
| Jun 6, 2023 | Zoe LofgrenD-CA · House | Sale | $15K–50K | May 25, 2023 | +34.1% |
| Feb 17, 2023 | Neal P. DunnR-FL · House | Sale | $15K–50K | Jan 5, 2023 | +33.0% |
| Feb 17, 2023 | Neal P. DunnR-FL · House | Sale | $15K–50K | Jan 5, 2023 | +33.0% |
23 members have traded SO: Jared Moskowitz, Val T. Hoyle, Marjorie Taylor Greene, John James, Earl Blumenauer, Lois Frankel, Zoe Lofgren, Neal P. Dunn and others.
SO questions and answers
Are insiders buying SO stock?
Between Aug 1, 2026 and Oct 29, 2026, 3 SO insiders filed 6 sales worth $842K on SEC Form 4, and no open-market purchases; 5 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own SO?
309 13F filers hold SO among their 50 largest positions, worth $14.4B combined. The biggest bets by portfolio weight are Southern Financial Group, LLC (8.9%), Capital & Planning, LLC (7.4%) and Longboard Asset Management, LP (5.7%). In their latest 13Fs, 3 managers opened a new position and 45 added to one.
Has Congress traded SO?
Members of Congress have disclosed 67 SO trades since 2014, 5 purchases and 1 sale in the past year; the latest was Jared Moskowitz (D-FL), buying $1K–15K on Dec 2, 2025.
Who is the largest holder of SO?
Among 13F filers, Capital World Investors reports the largest SO position, $6.0B (62,518,698 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Southern Financial Group, LLC's: 8.9% of its portfolio.
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