Southern Co/the (SO) Held by Superinvestors
SOUTHERN CO/THE (SO) is currently held by 2 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $14.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of SO tracked by InsiderSet, reporting ownership valued at approximately $10.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.67M, representing an estimated loss of -9.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SO value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, Cullen Value Fund, and several other long-term asset managers with concentrated positions in SOUTHERN CO/THE (SO).
This page ranks the largest institutional SO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.05% | 112,262 | $10,744,551 | $9,671,371 | -$1,073,180 | -9.99% | |
| Cullen Value Fund | Jim Cullen | 0.43% | 36,892 | $3,530,913 | $3,178,246 | -$352,667 | -9.99% |
Frequently asked questions about SO
Who are the largest superinvestors holding SO?
The largest superinvestors holding SO in the latest SEC Form 13F filings include Sequoia Financial Advisors and Cullen Value Fund. InsiderSet ranks these superinvestors by their latest reported SO position.
What does the SO superinvestors page include?
This page tracks SO positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SOUTHERN CO/THE (SO) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SO?
InsiderSet currently tracks 2 superinvestors reporting SO holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SO.
How much SO stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $14.28M in SO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SO superinvestor holdings last updated?
The latest SO superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor SO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SO position after the reporting date.
Are superinvestors buying or selling SO?
Buying and selling can be analyzed by comparing SO positions across consecutive 13F reporting periods. InsiderSet's SO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SO ownership changes.
How have superinvestor SO holdings changed over time?
InsiderSet tracks SO holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.