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
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 45.09%	0.09%	$4.983M 60,532 shares@ 82.32 avg price	Increased 45.09%
Lisa Bracken@Bridge Creek Capital Management Llc Recent Activity Decreased -0.63%	1.5%	$4.85M 58,913 shares@ 82.33 avg price	Decreased -0.63%
Rasmus Kroner@Nordea Investment Management Ab Recent Activity Increased 3.19%	0.01%	$4.842M 58,881 shares@ 82.24 avg price	Increased 3.19%
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc. Recent Activity Increased 1.7%	0.21%	$4.463M 54,218 shares@ 82.33 avg price	Increased 1.7%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Decreased -2.27%	0.13%	$4.433M 53,852 shares@ 82.32 avg price	Decreased -2.27%
Anthony Habbit@Wesbanco Bank Inc Recent Activity Increased 0.5%	0.15%	$4.283M 52,025 shares@ 82.33 avg price	Increased 0.5%
John Waddill@Laurel Wealth Advisors Llc Recent Activity Increased 1.92%	0.64%	$4.046M 49,156 shares@ 82.32 avg price	Increased 1.92%
Renee Regel@Bremer Bank National Association Recent Activity Decreased -3.05%	0.8%	$4.031M 48,973 shares@ 82.32 avg price	Decreased -3.05%
Jennifer Harrington@Farmers Trust Co Recent Activity Increased 31.56%	0.75%	$3.983M 48,383 shares@ 82.33 avg price	Increased 31.56%
Todd J Smallwood@Sugarloaf Wealth Management, Llc Recent Activity Decreased -2.6%	0.76%	$3.982M 48,376 shares@ 82.32 avg price	Decreased -2.6%