# SOUTHERN CO/THE (SO) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 842587DZ7
Page URL: https://superinvestorclub.com/stock/SO
Last updated: 2026-07-08T11:25:22.200Z

## Summary

As of the most recent 13F filing period, SOUTHERN CO/THE (SO) is held by 1 tracked superinvestors with an aggregate position value of $3.7M representing 03357000 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Howard Marks](https://superinvestorclub.com/manager/87) | Oaktree Capital Management | 3357000 | $3.7M | 0.06% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2025-06-30: 1 holders, $14.9M aggregate, 013459000 shares
- 2025-09-30: 1 holders, $5.1M aggregate, 04557000 shares
- 2025-12-31: 1 holders, $4.9M aggregate, 04557000 shares
- 2026-03-31: 1 holders, $3.7M aggregate, 03357000 shares

## Recent congressional trades (8)

- 2025-12-02: Jared Moskowitz (Democrat-FL) purchase $1,001 - $15,000
- 2025-08-28: Marjorie Taylor Greene (Republican-GA) purchase $1,001 - $15,000
- 2025-06-16: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-04-07: Jared Moskowitz (Democrat-FL) purchase $1,001 - $15,000
- 2025-04-03: Marjorie Taylor Greene (Republican-GA) purchase $1,001 - $15,000
- 2025-02-25: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2024-11-07: Marjorie Taylor Greene (Republican-GA) purchase $1,001 - $15,000
- 2024-10-29: Val Hoyle (Democrat-OR) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "SOUTHERN CO/THE (SO) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SO), aggregating SEC 13F, Form 4, and congressional disclosures."