SOUTHERN CO/THE (SO) Institutional Ownership Changes & 13F Activity

SOUTHERN CO/THE (SO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Cullen Value Fund, Sequoia Financial Advisors, Mairs & Power Growth Fund, and Lountzis Asset Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2023Sequoia Financial AdvisorsBuy3,84155,638$3,908,537
Q2 2023Mairs & Power Growth FundSell-2,1002,960$207,940
Q1 2023Renaissance Technologies LLCSell-1,751,4501,227,500$85,409
Q1 2023Sequoia Financial AdvisorsBuy1,77151,797$3,604,038
Q1 2023Mairs & Power Growth FundBuy1,5605,060$352,075
Q4 2022Renaissance Technologies LLCSell-83,1502,978,950$212,727
Q4 2022Sequoia Financial AdvisorsBuy31,02550,026$3,572,350
Q3 2022Renaissance Technologies LLCBuy1,115,9893,062,100$208,223
Q3 2022Sequoia Financial AdvisorsSell-1,48619,001$1,292
Q2 2022Renaissance Technologies LLCBuy294,9001,946,111$138,777
Q2 2022Sequoia Financial AdvisorsBuy1,20020,487$1,461
Q1 2022Renaissance Technologies LLCSell-1,422,8001,651,211$119,729
Q1 2022Sequoia Financial AdvisorsBuy2,52119,287$1,399
Q4 2021Renaissance Technologies LLCBuy627,9113,074,011$210,816
Q4 2021Sequoia Financial AdvisorsBuy9,57516,766$1,150
Q4 2021Mairs & Power Growth FundSell-6583,500$240
Q3 2021Renaissance Technologies LLCBuy938,7692,446,100$151,585
Q3 2021Sequoia Financial AdvisorsSell-8,3057,191$446
Q2 2021Renaissance Technologies LLCBuy1,007,9311,507,331$91,209
Q2 2021Sequoia Financial AdvisorsBuy1,88315,496$938
Q1 2021Renaissance Technologies LLCBuy70,916499,400$31,043
Q1 2021Sequoia Financial AdvisorsBuy3,43813,613$846
Q1 2021Mairs & Power Growth FundSell-1024,158$258
Q4 2020Renaissance Technologies LLCBuy206,294428,484$26,322
Q4 2020Lountzis Asset ManagementBuy1,0001,000$61
Q4 2020Sequoia Financial AdvisorsBuy84410,175$625
Q4 2020Mairs & Power Growth FundSell-1134,260$262
Q3 2020Renaissance Technologies LLCSell-231,476222,190$12,047
Q3 2020Sequoia Financial AdvisorsBuy9,3319,331$506
Q3 2020Mairs & Power Growth FundSell-2594,373$237

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.

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