InvestorLens

SO — SOUTHERN CO

Utilities · Electric Utilities

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SO?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Mixed · 2 buying vs 1 selling last quarter
48
Macro Tailwind
Macro conditions are mixed for this sector
50
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their SO position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 50/100 in a Overheat regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (George Soros, Ray Dalio)
  • +4 tracked investors reported holding SO at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About SOUTHERN CO (SO)

SOUTHERN CO (SO) appears in the most recent 13F filings of 4 tracked institutional investors. SOUTHERN CO is classified in the Utilities sector (Electric Utilities industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $323M. Across recent filings, tracked investors recorded 6 new positions, 4 increased, 4 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SO

56
/100
Mixed Activity
Added / Increased10
Reduced4
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track SO

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

SO Ownership Composition

How SOUTHERN CO is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
86% of tracked value
Institutions
4
tracked investors
Total Reported
$479.5M
combined 13F value
Types2
  • Multi-Strategy / Quant86.3%
  • Macro13.7%
Multi-Strategy / Quant(3)
86.3%
Macro(1)
13.7%

Tracked investors currently reporting SO

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.8M
    Value
    $263.7M
    % Portfolio
    0.03%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    61.3M
    Value
    $67.6M
    % Portfolio
    0.07%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    65M
    Value
    $65.8M
    % Portfolio
    0.81%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    81.5M
    Value
    $82.4M
    % Portfolio
    0.03%

Previously held SO

These investors reported SO in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp270K$23.5MDec 31, 2025
Howard MarksOaktree Capital Management13.5M$14.9MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold SO?
4 tracked institutional investors disclosed a position in SO (SOUTHERN CO) in their most recent 13F filing.
Who is the largest institutional holder of SO?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in SO, valued at $323M.
Did institutional ownership of SO increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 4 increased, 4 reduced, and 4 fully exited SO.
What sector is SO in?
SOUTHERN CO is classified in the Utilities GICS sector, Electric Utilities industry.
Where does this SO ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
SO (SOUTHERN CO) — Institutional Holders & 13F History — InvestorLens