$SO is held by 43 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.41%, with an average of 0.10% of portfolio. Largest holder: D L Carlson Investment Group Inc. at 0.41%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SOUTHERN CO
13F holders
2,304
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 2,304 · Source: 13F-HR01
Axa S.a.
—
—
02
State Street
—
—
03
State Farm Mutual Automobile Insurance Co.
—
—
04
ProShare Advisors LLC
—
—
05
US Bancorp De
—
—
06
Banyan Capital Management, Inc.
—
—
07
Smh Capital Advisors Inc.
—
—
08
Strs Ohio
—
—
09
Athos Capital Ltd
—
—
10
Teton Advisors, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
43 holders · Q1 202601
D L Carlson Investment Group Inc.
0.41% held
α +17.7pts
02
Stamos Capital Partners, L.P.
0.36% NEW
α +10.2pts
03
Hummer Financial Advisory Services Inc
0.31% NEW
α +53.0pts
04
Gentry Private Wealth, LLC
0.23% held
α +22.9pts
05
Barnett & Company, Inc.
0.23% NEW
α +12.6pts
06
New Age Alpha Advisors, LLC
0.20% NEW
α +10.8pts
07
RFG Advisory, LLC
0.19% NEW
α +16.2pts
08
Courier Capital LLC
0.18% NEW
α +14.9pts
09
Aequim Alternative Investments LP
0.18% NEW
α +19.5pts
10
Corsicana & Co.
0.17% held
α +20.0pts
11
Fiduciary Alliance LLC
0.14% held
α +16.8pts
12
Interactive Financial Advisors, Inc.
0.14% NEW
α +15.2pts
13
Sara-Bay Financial
0.13% held
α +22.0pts
14
Scopia Capital Management LP
0.12% NEW
α +10.2pts
15
Eventide Asset Management, LLC
0.11% NEW
α +22.5pts
16
Citigroup Inc.
0.11% NEW
α +26.3pts
17
Vista Investment Partners LLC
0.11% held
α +10.8pts
18
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.10% NEW
α +27.5pts
19
Wellington Management Group LLP
0.08% held
α +10.5pts
20
Fulton Bank, N.a.
0.07% held
α +23.8pts
21
Venture Visionary Partners LLC
0.07% held
α +10.3pts
22
Svb Wealth LLC
0.06% held
α +29.6pts
23
Cornerstone Management, Inc.
0.06% held
α +12.4pts
24
Cypress Capital Group
0.06% held
α +12.6pts
25
Nisa Investment Advisors, LLC
0.05% held
α +16.6pts
26
ProVise Management Group, LLC
0.04% held
α +11.2pts
27
Tributary Capital Management, LLC
0.04% held
α +40.6pts
28
Connor, Clark & Lunn Investment Management Ltd.
0.04% held
α +12.3pts
29
Walkner Condon Financial Advisors LLC
0.04% held
α +23.7pts
30
Knightsbridge Asset Management, LLC
0.03% held
α +24.2pts
31
Principal Securities, Inc.
0.03% held
α +21.3pts
32
Linscomb Wealth, Inc.
0.02% held
α +32.6pts
33
Banque Pictet & Cie SA
0.02% held
α +10.3pts
34
Shufro Rose & Co. LLC
0.02% held
α +32.3pts
35
Bradley Foster & Sargent INC
0.02% held
α +11.1pts
36
Level Financial Advisors
0.01% held
α +30.9pts
37
Choate Investment Advisors
0.01% held
α +13.8pts
38
Banco Santander, S.A.
0.01% held
α +12.6pts
39
Voloridge Investment Management, LLC
0.00% held
α +15.5pts
40
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
41
Mountain Hill Investment Partners Corp.
0.00% ↓ 7.8pp
α +15.0pts
42
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
43
CV Advisors LLC
0.00% held
α +29.1pts
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.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SO in the recent window.
Congress trades · last 90 days
15 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SO lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:33 UTC.