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SOUtilitiesCommon Stock

Southern Co

Held by 11 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 842587107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 11 of the investors we track own this stock. In the latest quarter, 4 of them bought more of it and 7 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
11
-1 vs last quarter (like-for-like)
Total value held
$2.65B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.4%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$463.39M
+57.4% vs last quarter
Net shares bought
+4.9M
Est. net flow +$469.82M
Quarter activity
4 bought · 7 sold
0 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SO?

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Who owns SO? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
2 Boston Partners Boston Partners Global Investors 6.17M $591.05M 0.5% Added +6.1M +15069.1% +$587.15M
5 Ken Griffin Citadel Advisors 1.17M $112.28M 0.1% Added +278.2K +31.1% +$26.63M
7 Two Sigma Two Sigma Investments 303.74K $29.07M 0.0% Added +147.8K +94.7% +$14.14M
11 Ray Dalio Bridgewater Associates 16.97K $1.62M 0.0% Added +5.2K +44.2% +$497.79K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Jim Simons Renaissance Technologies -431.6K $41.66M

Politician trades

Politician trades in SO

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
John James Politician Sep 4, 2024 SO Southern Company (SO) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self — Sep 6, 2024 2 days PTR ↗
John James Politician Nov 10, 2023 SO Southern Company (SO) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self — Sep 2, 2024 297 days Late PTR ↗