SOUTHERN CO

$SO
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Smart money positioned

44 of the Top-200 alpha managers hold $SO as of the latest 13F snapshot.

13F holders
15
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

44 holders · Q1 2026

$SO is held by 44 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 8.39%, with an average of 0.30% of portfolio. Largest holder: Mountain Hill Investment Partners Corp. at 8.39%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Mountain Hill Investment Partners Corp.
8.39% ↑ +0.6pp
α +15.0pts
02
Legacy Wealth Management, LLC / MS
0.66% NEW
α +14.9pts
03
Sara-Bay Financial
0.49% held
α +22.0pts
04
Absolute Investment Advisers, LLC
0.41% held
α +11.6pts
05
NerdWallet Wealth Partners, LLC
0.40% held
α +11.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 15 · Source: 13F-HR
01
Vanguard Group Inc.
0.14% of portfolio
108,057,413 sh
02
State Street
0.18% of portfolio
64,809,708 sh
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.10% of portfolio
5,681,674 sh
04
Citigroup Inc.
0.11% of portfolio
2,464,771 sh
05
Citadel
0.07% of portfolio
1,173,137 sh
06
Two Sigma
0.02% of portfolio
303,736 sh
07
Sabal Trust CO
1.30% of portfolio
254,586 sh
08
Aequim Alternative Investments LP
2.67% of portfolio
170,082 sh
09
Bridgewater Associates
0.01% of portfolio
16,972 sh
10
Svb Wealth LLC
0.09% of portfolio
8,927 sh
See all 15 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 20 filers
04 Sep 2026
Unknown —
▼ SOLD
—
—
S
04 Sep 2026
Unknown —
▼ SOLD
—
—
S
03 Sep 2026
Unknown —
▼ SOLD
—
—
S
07 Aug 2026
Unknown —
▼ SOLD
—
—
S
04 Aug 2026
Unknown —
▼ SOLD
—
—
S
02 Jul 2026
Unknown —
· GRANT
—
—
A
02 Jul 2026
Unknown —
▼ SOLD
—
—
S
02 Jul 2026
Unknown —
· GRANT
—
—
A
02 Jul 2026
Unknown —
· GRANT
—
—
A
02 Jul 2026
Unknown —
· GRANT
—
—
A
02 Jul 2026
Unknown —
· GRANT
—
—
A
02 Jul 2026
Unknown —
· GRANT
—
—
A

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SO in the recent window.

Convergence · $SO

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:45 UTC.