SO
The Southern Company · Utilities · NYSE
$93.43
▲ $0.34 (+0.37%)
Market cap
$104.9B
52-week range
$83.80 – $100.83
Volume
7.3M
Previous close
$93.09
The Southern Company (SO) is held by 8 tracked hedge fund(s) and traded by 9 member(s) of Congress. Sector: Utilities. Largest tracked holder: Mawer Investment Management Ltd..
| Fund | % of portfolio | Shares | Value | Latest activity | Avg buy price | Date |
|---|---|---|---|---|---|---|
| Mawer Investment Management Ltd. Mawer Investment Management Ltd. |
2.1% | 3.4M | $330M | ▲ 94% (+1.7M) | $69.58 | 2026-03-31 |
| Soroban Capital Partners LP Eric Mandelblatt |
0.4% | 2.4M | $229M | ▼ 61% (−3.7M) | $77.57 | 2026-03-31 |
| Energy Income Partners, LLC Energy Income Partners, LLC |
2.7% | 1.7M | $166M | ▼ 4.1% (−73K) | $69.58 | 2026-03-31 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC CONFLUENCE INVESTMENT MANAGEMENT LLC |
2.1% | 1.4M | $137M | ▼ 4.3% (−64K) | $69.58 | 2026-03-31 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO DUFF & PHELPS INVESTMENT MANAGEMENT CO |
1.1% | 1.1M | $104M | ▼ 13% (−165K) | $69.58 | 2026-03-31 |
| CAPITAL ADVISORS INC/OK CAPITAL ADVISORS INC/OK |
1.6% | 1.0M | $100M | ▲ 3.9% (+39K) | $69.58 | 2026-03-31 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
1.1% | 745K | $72M | ▲ 303% (+560K) | $69.58 | 2026-03-31 |
| Magellan Asset Management Ltd Magellan Asset Management Ltd |
0.7% | 546K | $53M | ▲ 21% (+95K) | $69.58 | 2026-03-31 |
Related ▾
FAQ ▾
Which hedge funds hold SO?
Tracked holders include: Mawer Investment Management Ltd., Soroban Capital Partners LP, Energy Income Partners, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC.
How much smart money owns SO?
8 tracked hedge fund(s) and 9 member(s) of Congress have disclosed positions.
Are members of Congress trading SO?
Yes — 9 member(s) have disclosed SO trades. See the Congress tab.
Where does this data come from?
SEC 13F filings (funds), Form 4 (insiders) and STOCK Act reports (Congress).
Sourced from SEC 13F, Form 4 & STOCK Act filings · Not investment advice ▾
Ownership from SEC filings; price from market data.
Published by WealthFile · Not investment advice.