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 2020Renaissance Technologies LLCSell-7,157,372453,666$23,523
Q2 2020Sequoia Financial AdvisorsSell-13,9890$430
Q1 2020Renaissance Technologies LLCBuy1,582,1757,611,038$412,062
Q1 2020Sequoia Financial AdvisorsBuy6,51813,989$757
Q1 2020Mairs & Power Growth FundBuy2154,632$251
Q4 2019Renaissance Technologies LLCSell-2,600,9396,028,863$384,039
Q4 2019Sequoia Financial AdvisorsBuy1,4837,471$476
Q3 2019Renaissance Technologies LLCSell-530,0018,629,802$533,063
Q3 2019Sequoia Financial AdvisorsSell-1,5285,988$370
Q2 2019Ariel Appreciation FundSell-157,032279,387$15,445
Q2 2019Renaissance Technologies LLCBuy138,8009,159,803$506,354
Q2 2019Sequoia Financial AdvisorsBuy2417,516$415
Q1 2019Renaissance Technologies LLCBuy683,1009,021,003$466,205
Q1 2019Ariel Appreciation FundSell-565,795436,419$22,554
Q1 2019Sequoia Financial AdvisorsBuy1,2627,275$376
Q1 2019Mairs & Power Growth FundSell-8004,417$228
Q4 2018Renaissance Technologies LLCBuy3,525,5028,337,903$366,201
Q4 2018Ariel Appreciation FundBuy116,9631,002,214$44,017
Q4 2018Sequoia Financial AdvisorsBuy1,5386,013$264
Q3 2018Renaissance Technologies LLCBuy3,685,3014,812,401$209,821
Q3 2018Ariel Appreciation FundBuy14,914885,251$38,597
Q2 2018Ariel Appreciation FundBuy12,294870,337$40,305
Q2 2018Hancock Classic ValueSell-5,67310,846$502
Q2 2018Mairs & Power Growth FundSell-1505,217$242
Q1 2018Renaissance Technologies LLCBuy255,6001,127,100$50,336
Q1 2018Ariel Appreciation FundSell-26,714858,043$38,320
Q1 2018Hancock Classic ValueBuy6,81816,519$738
Q1 2018Mairs & Power Growth FundBuy1,5975,367$240
Q4 2017Renaissance Technologies LLCSell-312,600871,500$41,910
Q4 2017Ariel Appreciation FundBuy22,511884,757$42,548

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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