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
Moira B. Martin@Essex Savings Bank
Recent Activity
Decreased -1.92%
0.22%
$855,524
10,394 shares@ 82.31 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -2.22%
0.02%
$832,387
10,112 shares@ 82.32 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Decreased -1.26%
0.23%
$825,917
10,033 shares@ 82.33 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Decreased -0.09%
0.09%
$822,004
9,985 shares@ 82.33 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -12.92%
0.05%
$794,621
9,772 shares@ 81.32 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Decreased -0.24%
0.4%
$793,383
9,638 shares@ 82.32 avg price
Brian May@Smith Salley Wealth Management
Recent Activity
Decreased -2.17%
0.05%
$741,861
9,012 shares@ 82.32 avg price
James DeMeo@Shulman Demeo Asset Management Llc
Recent Activity
Decreased -0.13%
0.2%
$725,567
8,814 shares@ 82.32 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -25.27%
0.03%
$722,934
8,782 shares@ 82.32 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -5.88%
0.03%
$686,055
8,334 shares@ 82.33 avg price