SO
SO reference view — institutional positioning, fundamentals and flow.
AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 25.1 | P/S | — |
| EV/EBITDA | — | P/B | 2.67 |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | 3.10% | Buybacks 1Y | — |
Fundamentals snapshot for SO. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 71.5M | 0.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 71.5M | 0.1% | — |
| State Street | 63.0M | 0.2% | +2% |
| Capital World Investors | 56.2M | 0.7% | +37% |
| BlackRock, Inc. | 41.6M | 0.1% | +2% |
| JPMORGAN CHASE & CO | 29.5M | 0.2% | −30% |
Top institutional owners for SO as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Role | Action | Shares | $ value |
|---|---|---|---|---|---|
| AUG 07 | Spainhour Sterling A Jr. | — | SELL | 3K | −$313K |
| AUG 04 | Kim Matthew M. | — | SELL | 100 | −$9K |
| JUL 02 | Kim Matthew M. | — | SELL | 100 | −$10K |
| JUN 01 | Kim Matthew M. | — | SELL | 100 | −$9K |
| MAY 04 | Kim Matthew M. | — | SELL | 100 | −$10K |
| MAR 31 | Greene Kimberly S, | — | SELL | 25K | −$2M |
0 insider buys, 11 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.