Guru Ownership Trend
Guru Analysis for The Southern Company (SO)
The Southern Company (SO), a key player in the Utilities sector, continues to attract institutional attention.
As of Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $231.77 M.
Top institutional holders include Renaissance Technologies (RenTech) and Joel Greenblatt.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $150.91 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 104.9%. Conversely, Cliff Asness reduced exposure by 39.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for The Southern Company (SO)
Major holders include Renaissance Technologies (RenTech) ($131.97 M), Joel Greenblatt ($23.05 M), Cliff Asness ($20.66 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.4 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $150.91 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited SO. The total reported sell value was $14.28 M.
Yes, 4 managers opened new positions in SO, and 1 increased their existing holdings. The total reported buy value was $165.19 M.
