SOUTHERN CO/THE (SO) Stock Institutional Trading Activity


SOUTHERN CO/THE (SO) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Cullen Value Fund, Sequoia Financial Advisors, Mairs & Power Growth Fund, and Lountzis Asset Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2015Matrix Advisors Value FundBuy1,26941,989$1,859
Q1 2015Ariel Appreciation FundBuy209,732412,585$18,269
Q1 2015Renaissance Technologies LLCSell-1,464,6001,021,900$45,250
Q4 2014Matrix Advisors Value FundBuy2,79440,720$2,000
Q4 2014Ariel Appreciation FundBuy88,782202,853$9,962
Q4 2014Renaissance Technologies LLCBuy1,774,7002,486,500$122,112
Q3 2014Matrix Advisors Value FundBuy1,79537,926$1,655
Q3 2014Ariel Appreciation FundBuy43,584114,071$4,979
Q3 2014Renaissance Technologies LLCBuy494,500711,800$31,070
Q2 2014Matrix Advisors Value FundBuy1,62536,131$1,640
Q2 2014Ariel Appreciation FundBuy70,48770,487$3,199
Q1 2014Matrix Advisors Value FundBuy1,46634,506$1,516
Q4 2013Matrix Advisors Value FundBuy7,81733,040$1,358
Q3 2013Matrix Advisors Value FundBuy25,22325,223$1,039
Q3 2013Renaissance Technologies LLCBuy107,200217,300$8,948
Q2 2013Renaissance Technologies LLCBuy110,100110,100$4,859

Frequently asked questions about SO activity

  • Which institutional owners are buying SO?

    Institutional owners buying SO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SO activity?

    "Buy" means an investor increased their reported position in SO compared to the prior reporting period. This reflects growing exposure to SOUTHERN CO/THE (SO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SO increasing?

    Institutional interest in SO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.