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 $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

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 $193M. Across recent filings, tracked investors recorded 1 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

Mixed Activity

Added / Increased1

Reduced1

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track SO

/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

Other

86% of tracked value

Institutions

tracked investors

Total Reported

$286.8M

combined 13F value

Other85.6%
Hedge Funds14.4%

Other(3)

85.6%

Hedge Funds(1)

14.4%

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
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%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
11.8K
Value
$1.1M
% Portfolio
0.01%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ray Dalio	Reduced	-66.34%	$1.1M	May 15, 2026
Ray Dalio	New	—	$3M	Feb 13, 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?: 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 $193M.
Did institutional ownership of SO increase or decrease?: Across recent 13F filings, tracked investors recorded 1 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.