Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SOUTHERN CO (SO)

2K + Investors. Track Smart Money conviction in SO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — SO

Based on 2085 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,085 hedge funds hold SO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+144 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

1043 buying932 selling
Last quarter: 1,043 funds bought or added vs 932 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+63 vs last Q)

new funds entering per quarter
Funds opening a new SO position: 222 → 127 → 160 → 223. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 18% medium ■ 11% new
1,490 out of 2,085 hedge funds have held SO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~223 new funds/quarter

204 → 222 → 127 → 160 → 223 new funds/Q
New funds entering each quarter: 222 → 127 → 160 → 223. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Of 2,129 current holders: 1,517 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
49 of 2085 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in SO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SO

How many hedge funds hold SO — quarterly history vs. share price
Quarterly hedge fund ownership of SO vs. share price

Market Analysis: SO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SO

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

168 top-rated funds 14 high-conviction
Consensus
9.7
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SO
2026 Q1 Stats Unlock in 19 days 2K + Investors

Track Smart Money conviction in SO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2129 2083 2.21%
13F Shares 835M 799M 4.59%
Total Value $69.14B $71.33B -3.07%
New Positions 228 160 +68
Increased Positions 876 937 -61
Closed Positions 178 139 +39
Reduced Positions 814 761 +53
Total Calls 26 29 -10.34%
Total Puts 24 28 -14.29%
PUT/CALL Ratio 0.92 0.97 Neutral

Statistics: SO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SO. Verified SEC 13F-HR filings.

Top 25 institutional holders of SO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Signature Wealth Management Group 4.46% 121,632 $11.7M
2 Longboard Asset Management, LP 4.29% 2,573 $248K
3 Chronos Wealth Management, LLC 4.11% 87,955 $8.5M
4 Portman Square Capital LLP 3.67% 986,700 $95.2M
5 Aull & Monroe Investment Management Corp 3.50% 78,074 $7.5M
6 High Point Wealth Management, LLC 3.44% 36,919 $3.6M
7 Griffith & Werner, Inc. 3.07% 64,207 $6.2M
8 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.87% 55,464 $5.4M
9 Welch Group, LLC 2.84% 782,791 $75.6M
10 OLD REPUBLIC INTERNATIONAL CORP 2.73% 711,900 $69K
11 Fairvoy Private Wealth, LLC 2.65% 115,123 $11.1M
12 CAHABA WEALTH MANAGEMENT, INC. 2.55% 389,578 $37.6M
13 Kentucky Trust Co 2.47% 48,916 $4.7M
14 Baugh & Associates, LLC 2.34% 56,077 $5.4M
15 Towne Trust Company, N.A 2.19% 70,708 $6.8M
16 CONFLUENCE INVESTMENT MANAGEMENT LLC 2.13% 1,421,871 $137.2M
17 AM INVESTMENT STRATEGIES LLC 2.08% 97,871 $9.4M
18 Core Alternative Capital 1.76% 61,748 $6.0M
19 First PREMIER Bank 1.73% 77,463 $7K
20 Robbins Farley 1.72% 40,255 $3.9M
21 Coston, McIsaac & Partners 1.63% 74,726 $7.2M
22 CAPITAL ADVISORS INC/OK 1.61% 1,039,289 $100.3M
23 apricus wealth, LLC 1.57% 33,377 $3.2M
24 JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1.56% 132,679 $12.8M
25 Inman Jager Wealth Management, LLC 1.49% 26,379 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SOUTHERN CO (SO)

What does the Smart Money Trend signal show for SO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SO?

Slight buying edge — 53% buying: Last quarter: 1,043 funds bought or added vs 932 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SO holders?

Elite ownership — 64% AUM from top-100 funds: 49 of 2085 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in SO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SO?

71% of holders stayed for 2+ years: 1,490 out of 2,085 hedge funds have held SO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.