SO Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SO shares is 2384, representing 70.59% of the company's common stock.

CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM, in the last quarter, reduced its stake in SO by -3.13% restricting it's holding to 6.35 million shares of worth nearly $455.50M. LEGAL & GENERAL GROUP PLC also lessened -0.64% of the SO shares from its portfolio, reducing its holding to 10.6 million shares of worth $760.75M. NORTHERN TRUST CORP also shunned SO shares holding by -4.13% last quarter which brought its holding to 10.26 million shares worth $736.40M.

As per its latest 13F filing, CAPITAL INTERNATIONAL INVESTORS increased its stake in SO by 45.92% in the last quarter. The institutional holder raised its holding to 23.99 million shares having worth more than $1.72B. GEODE CAPITAL MANAGEMENT, LLC also added 8.11% more shares of SO to its portfolio, raising its holding to 22.18 million shares of worth $1.59B. FRANKLIN RESOURCES INC also increased its SO shares holding by 8.12% which brought its holding to 16.93 million shares worth $1.21B.

The insider with the most stakes in SO is FANNING THOMAS A , director at the company. Additionally, SO stock is highly held by Chairman, President & CEO, GAS Kerr, II James Y and CEO, Southern Nuclear Kuczynski Stephen E among others.

Company executives, directors, and other insiders own 0.16% percent of The Southern Company's stock. Within the last six months, there have been 6 transaction(s) in which SO insiders have sold stock, totaling 54.91K shares. Insiders that have sold shares include DAVIS MARTIN BERNARD, WOMACK CHRISTOPHER C, and SPAINHOUR STERLING A JR..

There have been 0 transaction(s) during the past 6-months in which The Southern Company insiders have bought stock, totalling 0 shares

Around 376.07K The Southern Company shares are held by insiders, which represents about 0.16% of SO stock.

SO director, FANNING THOMAS A holds the largest portfolio of the company's shares. SO shares owned by FANNING total nearly 844.24 thousand.

CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM is the largest institutional owner in SO which holds 6.35 million shares worth $455.50M or 0.58% of the total SO shares outstanding followed by CAPITAL INTERNATIONAL INVESTORS with ownership of 23.99 million shares representing 2.19% of the SO ownership. GEODE CAPITAL MANAGEMENT, LLC is the third largest stakeholder with 22.18 million shares or 2.03% of the ownership worth more than $1.59B.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SO is concerned, it is a stock which is optionable.

Number of SO shares short is 18.81M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 1.10B shares of SO are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SO has 1.09B shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SO is 4.55.