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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $115.8 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $112.26 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Jefferies Group reduced exposure by 85.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for The Southern Company (SO)
Major holders include Renaissance Technologies (RenTech) ($41.66 M), Cliff Asness ($36.46 M), Joel Greenblatt ($24.89 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.22 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $112.26 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited SO. The total reported sell value was $126.46 M.
Yes, 1 managers opened new positions in SO, and 2 increased their existing holdings. The total reported buy value was $14.2 M.
