2026-08-06
No AI summary for this filing type
View Full Filing (SEC EDGAR)Southern Co/the
$82.89-0.7%
+$16.0B
Net Activity
+22.79% total shares
Institutions Holding
2389
Popularity Rank
#99
Avg Weight
0.21%
Total Value
$82.7B
Market Cap
$91.9B
2389 institutions currently hold SO, with 1258 net buyers and 868 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
868
Net Buying Institutions
1258
Top 5 by Value
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Across its top 20 institutional holders, SO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 33/100).
SO ranks #99 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
2389 institutions disclose a position in SO, but none treat it as a major bet — even Mawer Investment Management Ltd., its most concentrated holder, allocates just 2.0% of its own portfolio to it.
Wealth Enhancement Advisory Services, LLC has added to its SO position for two straight quarters, increasing it by $9.5M to reach $54.3M today.
Portman Square Capital LLP has trimmed its SO position for two straight quarters, cutting it by $80.1M while still holding $19.4M.
SO is down 0.7% today, but institutions show net buying of $16.0B this quarter — a divergence between today's price move and the underlying institutional flow.
SO posted net income of $4.4B over the trailing twelve months, and currently trades at a P/E of 21.1.
+$10.8B
Total Buy Value
$3.5B
Total Sell Value
1258
Net Buyers
868
Net Sellers
SO
Q2 2026
Top 5 Institutional Movers
+$1.4B
+$926.7M
-$925.4M
+$800.9M
SO does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Matthew M. Kim | 2026-10-01 | $8K |
| Sell | Peter P Sena III | 2026-09-03 | $378K |
| Sell | Matthew M. Kim | 2026-09-03 | $124K |
| Sell | Matthew M. Kim | 2026-09-01 | $9K |
| Sell | Sterling A Spainhour Jr. | 2026-08-06 | $313K |
| Sell | Matthew M. Kim | 2026-08-03 | $9K |
| Sell | Matthew M. Kim | 2026-07-01 | $10K |
| Sell | Greene Kimberly S, | 2026-03-30 | $2.42M |
6
Filings (90d)
$842K
Total Est. Value
9K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Matthew M. Kim | 2026-10-01 | $8K |
| PETER P SENA III | 2026-09-03 | $378K |
| MATTHEW KIM | 2026-09-03 | $124K |
| MATTHEW KIM | 2026-09-01 | $9K |
| STERLING SPAINHOUR | 2026-08-06 | $313K |
| Matthew Kim | 2026-08-03 | $9K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
4
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)Southern Company announced on August 3 that it priced two new convertible note offerings: $725 million of Series 2026A notes with a 2.125% coupon maturing in December 2027, and $1.65 billion of Series 2026B notes with a 3.5% coupon maturing in September 2029. Both offerings were upsized from their previously announced amounts—by $75 million and $150 million respectively—and the company also gave the initial buyers options to purchase more. At the same time, Southern repurchased about $369 million of its older Series 2024A convertible notes.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)The Southern Company (ticker: SO) filed this 8-K on July 30, 2026 to furnish the press release covering its results for the three and six months ended June 30, 2026, including non-GAAP earnings and EPS figures. Those adjusted numbers exclude items such as accelerated depreciation and decommissioning costs from repowering certain wind facilities, charges related to Nicor Gas capital investment disallowed by Illinois regulators, debt extinguishment costs, and an income tax refund. The excerpt itself does not contain the actual revenue or EPS amounts, so it doesn't tell us whether the company beat or missed expectations.
View Full Filing (SEC EDGAR)842587107, 842587907, 842587957
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Access SO's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SOCLI
npx alphasmo stocks get SO