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Of the 17 tracked institutions holding SO, 11 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +4.2pt. It's a gauge of who owns the name, not just how many.
Among the 17 tracked institutional investors we monitor, SO (SOUTHERN CO) is held with a combined value of $31.03B across 331,917,550 shares. The largest holder is VANGUARD GROUP INC with a position worth $9.42B (0.14% of their portfolio). ADAGE CAPITAL PARTNERS GP, L.L.C. opened a new position in the most recent quarter. 10 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$31.03B
Total Shares Held
331,917,550
Institutional Holders
17
% of Shares Outstanding
29.4%
of 1.13B shares · SEC 2026-03-31
Days to Cover
8.4-2.2%
36.59M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 29.4% of SO's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-03-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
2
$18.69K
Total Transactions
2
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Matthew M. Kim | S | Sale | 100 | $9.58K |
| Jun 1, 2026 | Matthew M. Kim | S | Sale | 100 | $9.12K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $9.42B | 0.14% | +1.5% |
| 2 | BlackRock, Inc. | $8.72B | 0.15% | +2.0% |
| 3 | STATE STREET CORP | $6.08B | 0.21% | +2.4% |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.52B | 0.41% | +5.7% |
| 5 | FMR LLC | $2.21B | 0.12% | -0.5% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $435.86M | 0.08% | +22.0% |
| 7 | Capital Research Global Investors | $252.36M | 0.04% | +216.9% |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $114.56M | 0.18% | New |
| 9 | CITADEL ADVISORS LLC | $86.38M | 0.06% | +128.3% |
| 10 | MILLENNIUM MANAGEMENT LLC | $51.73M | 0.02% | +100.3% |
| Member | Type | Date |
|---|---|---|
| Jared Moskowitz | Buy | Dec 2, 2025 |
| Valerie Hoyle | Sell | Sep 23, 2025 |
| Marjorie Taylor Greene | Buy | Aug 28, 2025 |
| Jared Moskowitz | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SO with a position worth $9.42B, representing 0.14% of their portfolio. In total, 17 institutional investors hold SO with a combined value of $31.03B.
In the most recent quarter, 1 fund opened a new position in SO. Additionally, 10 increased their holdings and 6 reduced their positions.
Institutional investors hold $31.03B worth of SO stock across 17 positions. The largest institutional holder is VANGUARD GROUP INC with $9.42B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SO positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Apr 7, 2025 |
| Marjorie Taylor Greene | Buy | Apr 3, 2025 |
| Marjorie Taylor Greene | Buy | Nov 7, 2024 |
| Valerie Hoyle | Buy | Oct 29, 2024 |
| John James | Sell | Sep 4, 2024 |
Showing 8 of 22. STOCK Act disclosures lag up to 45 days.
Last Close
$97.25
2026-07-24
YTD
+11.6%
84% of 52-week range
