| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Thomas A Fanning | President, Ceo Chairman | 844,239 | 0 | 12 Jun, 2023 |
| Christopher C Womack | Chairman, President Ceo | 209,198 | 0 | 17 Feb, 2026 |
| Mark A. Crosswhite | Chairman, President Ceo, Apc | 194,118 | 0 | 15 Feb, 2022 |
| Ii James Y Kerr, | Chairman, President Ceo, Gas | 182,822 | 0 | 13 Feb, 2026 |
| Stan W Connally | Evp Coo | 161,481 | 0 | 19 Mar, 2026 |
| Stephen E Kuczynski | Ceo, Southern Nuclear | 126,528 | 0 | 12 Mar, 2024 |
| Kimberly S, Greene | Chairman, President Ceo, Gpc | 103,602 | 0 | 31 Mar, 2026 |
| Martin Bernard Davis | Evp Cio | 102,090 | 0 | 04 Mar, 2025 |
| Anthony L Wilson | Chairman, President Ceo, Mpc | 98,008 | 0 | 18 Feb, 2025 |
| Daniel S Tucker | Evp Cfo | 73,727 | 0 | 18 Feb, 2025 |
| Bryan D Anderson | Evp | 67,389 | 0 | 13 Feb, 2026 |
| David P. Poroch | Evp Cfo | 48,156 | 0 | 13 Feb, 2026 |
| James Jeffrey Peoples | Chairman, President Ceo, Apc | 42,140 | 0 | 13 Feb, 2026 |
| Sloane N Drake | Evp Chro | 38,932 | 0 | 10 Mar, 2026 |
| Sterling A Jr. Spainhour | Evp Clo | 38,552 | 0 | 13 Feb, 2026 |
| Peter P Iii Sena | Chairman,President Ceo, Snc | 30,805 | 0 | 13 Feb, 2026 |
| Christopher Cummiskey | Evp | 30,800 | 0 | 19 Mar, 2026 |
| Ann P Daiss | Comptroller | 19,689 | 0 | 15 Feb, 2023 |
| Anthony F Jr Earley | - | 9,261 | 0 | 02 Mar, 2026 |
| Matthew M. Kim | Comptroller | 6,888 | 0 | 02 Apr, 2026 |
| Pedro P. Cherry | Chairman, President Ceo, Mpc | 6,820 | 0 | 13 Feb, 2026 |
| Sterling A Jr. Spainhour | Evp Clo | 0 | 704 | 10 Mar, 2026 |
| Lizanne Thomas | - | 700 | 0 | 20 Feb, 2024 |
| Ann P Daiss | Comptroller | 0 | 75 | 16 May, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Anthony F Jr Earley | Deferred Stock Units Holding | A | 464 | $96.94 | 30,857 | D | A |
| 01 Apr, 2026 | Kristine L Svinicki | Deferred Stock Units Holding | A | 464 | $96.94 | 11,032 | D | A |
| 01 Apr, 2026 | John D Johns | Deferred Stock Units Holding | A | 464 | $96.94 | 87,350 | D | A |
| 01 Apr, 2026 | John M Jr Turner | Deferred Stock Units Holding | A | 787 | $96.94 | 2,593 | D | A |
| 01 Apr, 2026 | James O Etheredge | Deferred Stock Units Holding | A | 464 | $96.94 | 2,390 | D | A |
| 01 Apr, 2026 | David E Meador | Deferred Stock Units Holding | A | 787 | $96.94 | 9,280 | D | A |
| 01 Apr, 2026 | William G Jr Smith | Deferred Stock Units Holding | A | 851 | $96.94 | 160,806 | D | A |
| 01 Apr, 2026 | Janaki Akella | Deferred Stock Units Holding | A | 464 | $96.94 | 20,535 | D | A |
| 01 Apr, 2026 | Dale E. Klein | Deferred Stock Units Holding | A | 464 | $96.94 | 57,353 | D | A |
| 01 Apr, 2026 | Shantella E. Cooper | Deferred Stock Units Holding | A | 464 | $96.94 | 31,868 | D | A |
| 01 Apr, 2026 | Lizanne Thomas | Deferred Stock Units Holding | A | 464 | $96.94 | 7,224 | D | A |
| 01 Apr, 2026 | David J Grain | Deferred Stock Units Holding | A | 838 | $96.94 | 85,317 | D | A |
| 01 Apr, 2026 | Donald M James | Deferred Stock Units Holding | A | 464 | $96.94 | 203,293 | D | A |
| 01 Apr, 2026 | Matthew M. Kim | Southern Company Common Stock | A | 82 | $0.00 | 6,970 | D | M |
| 01 Apr, 2026 | Anthony F Jr Earley | Phantom Stock Units | A | 298 | $96.94 | 629 | D | A |
| 01 Apr, 2026 | Matthew M. Kim | Southern Company Common Stock | D | 82 | $96.94 | 6,888 | D | F |
| 01 Apr, 2026 | Matthew M. Kim | Southern Co Restricted Stock Units | D | 13 | $0.00 | 305 | D | M |
| 01 Apr, 2026 | Matthew M. Kim | Southern Co Restricted Stock Units | D | 23 | $0.00 | 539 | D | M |
| 01 Apr, 2026 | Matthew M. Kim | Performance Restricted Stock Units | D | 42 | $0.00 | 975 | D | M |
| 30 Mar, 2026 | Kimberly S, Greene | Southern Company Common Stock | D | 25,000 | $96.67 | 103,602 | D | S |