Southern Co The

Latest period2024 - Q4Total superinvestors317

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Helen Halloran@Capital Investment Advisors, Llc Recent Activity Increased 1.44%	0.97%	$47.452M 576,435 shares@ 82.32 avg price	Increased 1.44%
Erin E Antill@Janney Montgomery Scott Llc Recent Activity Increased 0.61%	0.09%	$31.393M 381,347 shares@ 82.33 avg price	Increased 0.61%
Teresa M. Nilsen@Hennessy Advisors Inc Recent Activity Increased 9.43%	0.72%	$24.095M 292,700 shares@ 82.32 avg price	Increased 9.43%
Jim Coppedge@Crossmark Global Holdings, Inc. Recent Activity Increased 1.43%	0.39%	$21.095M 256,249 shares@ 82.33 avg price	Increased 1.43%
Marek Sestak@Czech National Bank Recent Activity Increased 6.66%	0.19%	$19.556M 237,566 shares@ 82.32 avg price	Increased 6.66%
Kendra Means@Verity & Verity, Llc Recent Activity Increased 2.77%	1.52%	$16.626M 201,971 shares@ 82.33 avg price	Increased 2.77%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 3.55%	0.15%	$14.395M 174,866 shares@ 82.33 avg price	Increased 3.55%
Richard M. Dolson@Nisa Investment Advisors, Llc Recent Activity Increased 6.96%	0.05%	$12.839M 155,968 shares@ 82.33 avg price	Increased 6.96%
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 4.83%	0.49%	$8.974M 109,008 shares@ 82.32 avg price	Increased 4.83%
William Newman@Sky Investment Group Llc Recent Activity Increased 0.94%	1.24%	$6.73M 81,749 shares@ 82.33 avg price	Increased 0.94%