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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/SO

SO

SO 13F Holders & Ownership Data (2359 Funds)

Southern Co/the

+$6.9B

Net Activity

Data as of: 2026-03-31

Institutions Holding

2359

Popularity Rank

#94

Avg Weight

0.23%

Total Value

$76.8B

Ownership Trend

2359 institutions currently hold SO, with 1181 net buyers and 888 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

888

Net Buying Institutions

1181

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$8.7B
VC
Vanguard Capital Management LLC
$6.9B
SS
State Street CORP
$6.1B
CW
Capital World Investors
$5.4B
JC
Jpmorgan Chase & Co
$4.2B

Top 5 by Conviction

MI
Mawer Investment Management Ltd.
2.14%
CW
Capital World Investors
0.74%
MF
Massachusetts Financial Services Co /ma/
0.51%
SC
Soroban Capital Partners LP
0.44%
PA
Pictet Asset Management Holding SA
0.43%
View all 2359 holding institutions

Across its top 20 institutional holders, SO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 17/100).

Quarterly Activity

Recent Activity

+$46.3B

Total Buy Value

$26.5B

Total Sell Value

New buy197
Trim787
Add984
Sold out101

1181

Net Buyers

888

Net Sellers

Game Theory Scenarios

Smart Money Convergence

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 2026-06-30 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.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/SO

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Feb 25
Jul 25
Feb 26
BuySell
ActionInsiderTitleDateValue
SellMatthew M. KimComptroller2026-07-01$10K
SellGreene Kimberly S,Chairman, President & CEO, GPC2026-03-30$2.42M
SellCummiskey ChristopherEVP2026-03-19$644K
SellConnally Stan WEVP & COO2026-03-18$1.21M
SellMatthew M. KimComptroller2026-02-24$487K
SellAnderson Bryan DEVP2025-09-30$582K
SellSpainhour Sterling A Jr.EVP & CLO2025-08-11$226K
SellGreene Kimberly S,Chairman, President & CEO, GPC2025-07-21$1.25M
View all insider trades →

Form 144 Pre-Sale Notices

1

Filings (90d)

$10K

Total Est. Value

100 shares

Planned Shares

Last Filed 2026-07-01
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
MATTHEW KIMOFFICER2026-07-01100 shares$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

CUSIP

842587107, 842587907, 842587957

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 2359 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 $6.9B, driven by 1181 managers accumulating shares while 888 reduced their exposure.
Which institutions have been selling or reducing their SO positions?
In the latest period, 787 funds trimmed their holdings, and 101 managers completely exited their positions. The aggregate reported sell value was $26.5B.
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.

Related Stocks

Same Sector

Other stocks in the same GICS sector

NEE

Nextera Energy INC

Institutions Holding

2,999

Total reported value

$162.7B

1881 institutions currently hold both SO and this stock

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DUK

Duke Energy CORP

Institutions Holding

2,438

Total reported value

$71.3B

1796 institutions currently hold both SO and this stock

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AEP

American Electric Power

Institutions Holding

1,919

Total reported value

$58.4B

1478 institutions currently hold both SO and this stock

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Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

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Institutions Holding

6,153

Total reported value

$2.1T

3246 13F institutions increased their position this quarter

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AMZN

Amazon.com INC

Institutions Holding

5,960

Total reported value

$1.5T

3030 13F institutions increased their position this quarter

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NVDA

Nvidia CORP

Institutions Holding

5,769

Total reported value

$3.0T

2744 13F institutions increased their position this quarter

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Developer Access

Access SO's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/SO

CLI

npx alphasmo stocks get SO
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