How many institutional investors hold SO?

6 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 $193M.

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

Name: SOUTHERN CO (SO) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Utilities · Electric Utilities

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

Institutional Conviction

Net accumulation · 2 buying vs 1 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

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 57/100 in a Squeeze regime).

Supporting evidence

+2 tracked investors added or increased positions last quarter (Howard Marks, Howard Marks)
+6 tracked investors reported holding SO at their latest filing
+Macro Health is 52/100 in a Squeeze regime — historically acceptable for Utilitiessource

Contradicting evidence — always shown

−1 tracked investor reduced or exited last quarter (1 reduced, 0 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 8/4/2026.

About SOUTHERN CO (SO)

SOUTHERN CO (SO) appears in the most recent 13F filings of 6 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 $193M. Across recent filings, tracked investors recorded 3 new positions, 0 increased, 1 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SO

/100

Institutional Accumulation

Added / Increased3

Reduced1

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track SO

/100

Moderate Interest

6investors

Several tracked investors have exposure.

UndiscoveredCrowded

151015+

SO Ownership Composition

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

Dominant Type

Other

85% of tracked value

Institutions

tracked investors

Total Reported

$295.8M

combined 13F value

Other84.8%
Hedge Funds15.2%

Other(4)

84.8%

Hedge Funds(2)

15.2%

Tracked investors reporting SO

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	2M	$192.7M	0.03%	Mar 31, 2026
Izzy Englander	Millennium Management	536K	$51.7M	0.02%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	37M	$41.2M	0.05%	Mar 31, 2026
Paul Tudor Jones	Tudor Investment Corp	54.3K	$5.2M	0.01%	Mar 31, 2026
Howard Marks	Oaktree Capital Management	3.4M	$3.7M	0.06%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	11.8K	$1.1M	0.01%	Mar 31, 2026

Ken GriffinMar 31, 2026
Citadel Advisors
Shares
2M
Value
$192.7M
% Portfolio
0.03%
Izzy EnglanderMar 31, 2026
Millennium Management
Shares
536K
Value
$51.7M
% Portfolio
0.02%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
37M
Value
$41.2M
% Portfolio
0.05%
Paul Tudor JonesMar 31, 2026
Tudor Investment Corp
Shares
54.3K
Value
$5.2M
% Portfolio
0.01%
Howard MarksMar 31, 2026
Oaktree Capital Management
Shares
3.4M
Value
$3.7M
% Portfolio
0.06%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
11.8K
Value
$1.1M
% Portfolio
0.01%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Howard Marks	New	—	$3.7M	May 19, 2026
Howard Marks	New	—	$3.7M	May 20, 2026
Ray Dalio	Reduced	-66.34%	$1.1M	May 15, 2026
Ray Dalio	New	—	$3M	Feb 13, 2026

Howard Marks
New
$3.7MMay 19, 2026
Howard Marks
New
$3.7MMay 20, 2026
Ray Dalio
Reduced
$1.1M(-66.34%)May 15, 2026
Ray Dalio
New
$3MFeb 13, 2026

Frequently asked questions

How many institutional investors hold SO?: 6 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 $193M.
Did institutional ownership of SO increase or decrease?: Across recent 13F filings, tracked investors recorded 3 new positions, 0 increased, 1 reduced, and 0 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.