SO

Southern Co The

Latest period2024 - Q4Total superinvestors317

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 317 superinvestors own shares of Southern Co The (SO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Southern Co The (SO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Southern Co The (SO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Southern Co The (SO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Steven Farer@Confluence Investment Management Llc
Recent Activity
Decreased -1.44%
1.89%
$135.699M
1.648M shares@ 82.32 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.39%
0.08%
$34.903M
387,042 shares@ 90.19 avg price
Nick Ng@Liberty One Investment Management, Llc
Recent Activity
Decreased -0.19%
3.28%
$30.251M
367,480 shares@ 82.32 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Decreased -2.56%
0.59%
$18.421M
223,768 shares@ 82.33 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Decreased -3.75%
0.87%
$17.145M
208,270 shares@ 82.32 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -2.11%
0.32%
$13.896M
168,809 shares@ 82.32 avg price
Robert Key@Ccm Investment Advisers Llc
Recent Activity
Decreased -0.07%
1.28%
$11.559M
140,419 shares@ 82.33 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -1.72%
0.56%
$10.835M
131,619 shares@ 82.32 avg price
Nathan Deets@Advisors Management Group Inc Adv
Recent Activity
Decreased -1.05%
1.95%
$8.205M
99,677 shares@ 82.32 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Decreased -0.26%
1.1%
$7.948M
96,545 shares@ 82.33 avg price