John Hussman's SO Position Overview
John Hussman (via Hussman Strategic Advisors, Inc.) currently holds 500 shares of The Southern Company (SO) worth $43,600, representing 0.01% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, John Hussman has maintained a strategic position in SO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2016, adding 150,000 shares. Largest reduction occurred in Q4 2016, reducing 150,000 shares.
Analysis based on 13F filings available since 2013 Q2
John Hussman's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by John Hussman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | -4,500 | Reduce 90.00% | 500 | $72.00 |
| Q3 2021 | -5,000 | Reduce 50.00% | 5,000 | $62.00 |
| Q2 2021 | -10,000 | Reduce 50.00% | 10,000 | $60.50 |
| Q2 2020 | -15,000 | Reduce 42.86% | 20,000 | $51.85 |
| Q1 2020 | +30,000 | Add 600.00% | 35,000 | $54.14 |
| Q3 2019 | -10,000 | Reduce 66.67% | 5,000 | $61.80 |
| Q1 2019 | +15,000 | New Buy | 15,000 | $51.67 |
| Q4 2016 | -150,000 | Sold Out | 0 | $0.00 |
| Q2 2016 | +150,000 | New Buy | 150,000 | $53.63 |
| Q3 2015 | -100,000 | Sold Out | 0 | $0.00 |
| Q2 2015 | -100,000 | Reduce 50.00% | 100,000 | $41.90 |
| Q1 2015 | +50,000 | Add 33.33% | 200,000 | $44.28 |
| Q4 2014 | +150,000 | New Buy | 150,000 | $49.11 |
John Hussman's The Southern Company Investment FAQs
John Hussman first purchased The Southern Company (SO) in Q4 2014, acquiring 150,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Hussman has held The Southern Company (SO) for 35 quarters since Q4 2014.
John Hussman's largest addition to The Southern Company (SO) was in Q4 2014, adding 150,000 shares worth $7.37 M.
According to the latest 13F filing for Q4 2025, John Hussman's firm, Hussman Strategic Advisors, Inc., owns 500 shares of The Southern Company (SO), valued at approximately $43,600.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.01% of John Hussman's publicly disclosed stock portfolio, making it one of their key holdings.
John Hussman's peak holding in The Southern Company (SO) was 200,000 shares, as reported at the end of Q1 2015.