Joel Greenblatt's SO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 264,377 shares of The Southern Company (SO) worth $23.05 M, representing 0.08% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2019, adding 225,751 shares. Largest reduction occurred in Q1 2019, reducing 248,052 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +135,334 | Add 104.88% | 264,377 | $87.20 |
| Q3 2025 | +86,816 | Add 205.59% | 129,043 | $94.77 |
| Q2 2025 | -62,820 | Reduce 59.80% | 42,227 | $91.83 |
| Q1 2025 | -103,472 | Reduce 49.62% | 105,047 | $91.95 |
| Q4 2024 | +164,250 | Add 371.03% | 208,519 | $82.32 |
| Q3 2024 | +36,400 | Add 462.57% | 44,269 | $90.18 |
| Q2 2024 | +2,355 | Add 42.71% | 7,869 | $77.57 |
| Q1 2024 | -2 | Reduce 0.04% | 5,514 | $71.74 |
| Q4 2023 | -107 | Reduce 1.90% | 5,516 | $70.12 |
| Q3 2023 | -1,171 | Reduce 17.24% | 5,623 | $64.72 |
| Q2 2023 | -11,724 | Reduce 63.31% | 6,794 | $70.25 |
| Q1 2023 | -62,033 | Reduce 77.01% | 18,518 | $69.58 |
| Q4 2022 | +21,812 | Add 37.13% | 80,551 | $71.41 |
| Q3 2022 | +44,155 | Add 302.76% | 58,739 | $68.00 |
| Q2 2022 | -22,687 | Reduce 60.87% | 14,584 | $71.31 |
| Q1 2022 | +33,725 | Add 951.07% | 37,271 | $72.52 |
| Q4 2021 | -6,869 | Reduce 65.95% | 3,546 | $68.53 |
| Q3 2021 | +512 | Add 5.17% | 10,415 | $61.93 |
| Q2 2021 | -17,373 | Reduce 63.69% | 9,903 | $60.49 |
| Q1 2021 | -4,435 | Reduce 13.99% | 27,276 | $62.14 |
| Q4 2020 | +20,846 | Add 191.86% | 31,711 | $61.43 |
| Q3 2020 | -80,470 | Reduce 88.10% | 10,865 | $54.21 |
| Q2 2020 | +11,780 | Add 14.81% | 91,335 | $51.85 |
| Q1 2020 | -194,511 | Reduce 70.97% | 79,555 | $54.14 |
| Q4 2019 | +225,751 | Add 467.25% | 274,066 | $63.70 |
| Q3 2019 | -8,279 | Reduce 14.63% | 48,315 | $61.76 |
| Q2 2019 | +2,219 | Add 4.08% | 56,594 | $55.29 |
| Q1 2019 | -248,052 | Reduce 82.02% | 54,375 | $51.68 |
| Q4 2018 | +145,944 | Add 93.27% | 302,427 | $43.92 |
| Q3 2018 | +132,413 | Add 550.12% | 156,483 | $43.60 |
| Q2 2018 | -134,869 | Reduce 84.86% | 24,070 | $46.32 |
| Q1 2018 | +141,755 | Add 824.92% | 158,939 | $44.66 |
| Q4 2017 | +17,184 | New Buy | 17,184 | $48.07 |
| Q3 2017 | -10,972 | Sold Out | 0 | $0.00 |
| Q2 2017 | +3,842 | Add 53.88% | 10,972 | $47.85 |
| Q1 2017 | +7,130 | New Buy | 7,130 | $49.79 |
Joel Greenblatt's The Southern Company Investment FAQs
Joel Greenblatt first purchased The Southern Company (SO) in Q1 2017, acquiring 7,130 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Southern Company (SO) for 36 quarters since Q1 2017.
Joel Greenblatt's largest addition to The Southern Company (SO) was in Q4 2019, adding 274,066 shares worth $17.46 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 264,377 shares of The Southern Company (SO), valued at approximately $23.05 M.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Southern Company (SO) was 302,427 shares, as reported at the end of Q4 2018.