SO

Southern Co/the

+$3.8B

Net Activity

Institutions Holding

2358

Popularity Rank

#94

Avg Weight

0.23%

Total Value

$76.8B

Ownership Trend

2358 institutions currently hold SO, with 1181 net buyers and 887 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

887

Net Buying Institutions

1181

Key Holders

View all 2358 holding institutions

Quarterly Activity

Recent Activity

+$46.3B

Total Buy Value

$26.4B

Total Sell Value

New buy197
Trim786
Add984
Sold out101

1181

Net Buyers

887

Net Sellers

Game Theory Scenarios

BullishSmart Money Convergence

Institutional accumulation overwhelms insider selling for SO

Signal Basis

Institutions added $3.78 billion in net value with 1180 buyers vs 887 sellers in Q1 2026. Insiders sold only $4.3 million, with zero buy activity.

Confirmation

A pickup in insider buying or sustained institutional inflows would confirm the bullish thesis.

Invalidation Risk

A sudden surge in insider selling or a reversal of institutional flows would invalidate the outlook.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

90d confidence

0

unique buyers

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

Feb 25
Jul 25
Feb 26
BuySell
操作內部人交易日金額
賣出Greene Kimberly S,2026-03-30$2.42M
賣出Cummiskey Christopher2026-03-19$644K
賣出Connally Stan W2026-03-18$1.21M
賣出Kim Matthew M.2026-02-24$487K
賣出Anderson Bryan D2025-09-30$582K
賣出Spainhour Sterling A Jr.2025-08-11$226K
賣出Greene Kimberly S,2025-07-21$1.25M
賣出Cummiskey Christopher2025-05-23$1.10M

Form 144 Pre-Sale Notices

1

Filings (90d)

$10K

Total Est. Value

100 shares

Planned Shares

Last Filed 2026-07-01
FilerFiling DateEst. Value
MATTHEW KIM2026-07-01$10K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SOUTHERN CO/THE (SO)?
Major stakeholders currently include BlackRock, Inc. ($8.7B), Vanguard Capital Management LLC ($6.9B), State Street CORP ($6.1B). Based on the latest 13F filings, there are a total of 2358 tracked investment funds and institutions maintaining positions in SO.
What is the overall institutional sentiment toward SO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.8B, driven by 1181 managers accumulating shares while 887 reduced their exposure.
Which institutions have been selling or reducing their SO positions?
In the latest period, 786 funds trimmed their holdings, and 101 managers completely exited their positions. The aggregate reported sell value was $26.4B.
Are there any notable investors adding SO to their portfolios?
Yes, buying activity remains notable. 197 institutions opened new positions in {ticker}, and 984 existing holders added to their shares. The total reported buy value for the quarter amounted to $46.3B.

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