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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $72.19 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.78 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 236.4%. Conversely, Joel Greenblatt reduced exposure by 20.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The Southern Company (SO)
Major holders include Cliff Asness ($43.74 M), Joel Greenblatt ($19.75 M), Ken Fisher ($11.24 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 844,168 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.78 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SO. The total reported sell value was $47.09 M.
Yes, 0 managers opened new positions in SO, and 3 increased their existing holdings. The total reported buy value was $10.31 M.
