13F

SO SOUTHERN CO/THE

2026Q1 · CUSIP 842587107 · Sector: Utilities

🟢 Lit · Institutions accelerating in
Holders
2,342
Δ holders QoQ
+79
Breadth percentile
Top 2%
Whale holders
316
Δ whales
+3
Inst. holding value
$71.9B
New positions
224
Closed positions
145
Price momentum (1Q)
+2.7%
Put / Call
28/28

Breadth history (34 quarters)

2018Q1: Δ-40 · h=1191 2018Q2: Δ-9 · h=1182 2018Q3: Δ-1 · h=1181 2018Q4: Δ+28 · h=1209 2019Q1: Δ+55 · h=1264 2019Q2: Δ+5 · h=1269 2019Q3: Δ+55 · h=1324 2019Q4: Δ+119 · h=1443 2020Q1: Δ-79 · h=1364 2020Q2: Δ+5 · h=1369 2020Q3: Δ-10 · h=1359 2020Q4: Δ+136 · h=1495 2021Q1: Δ-10 · h=1485 2021Q2: Δ+17 · h=1502 2021Q3: Δ-17 · h=1485 2021Q4: Δ+167 · h=1652 2022Q1: Δ+46 · h=1698 2022Q2: Δ-18 · h=1680 2022Q3: Δ-19 · h=1661 2022Q4: Δ+70 · h=1731 2023Q1: Δ-28 · h=1703 2023Q2: Δ+18 · h=1721 2023Q3: Δ-12 · h=1709 2023Q4: Δ+124 · h=1833 2024Q1: Δ-13 · h=1820 2024Q2: Δ+67 · h=1887 2024Q3: Δ+114 · h=2001 2024Q4: Δ+121 · h=2122 2025Q1: Δ+78 · h=2200 2025Q2: Δ-21 · h=2179 2025Q3: Δ+34 · h=2213 2025Q4: Δ+50 · h=2263 2026Q1: Δ+79 · h=2342 2018Q1: holders=1191 2018Q2: holders=1182 2018Q3: holders=1181 2018Q4: holders=1209 2019Q1: holders=1264 2019Q2: holders=1269 2019Q3: holders=1324 2019Q4: holders=1443 2020Q1: holders=1364 2020Q2: holders=1369 2020Q3: holders=1359 2020Q4: holders=1495 2021Q1: holders=1485 2021Q2: holders=1502 2021Q3: holders=1485 2021Q4: holders=1652 2022Q1: holders=1698 2022Q2: holders=1680 2022Q3: holders=1661 2022Q4: holders=1731 2023Q1: holders=1703 2023Q2: holders=1721 2023Q3: holders=1709 2023Q4: holders=1833 2024Q1: holders=1820 2024Q2: holders=1887 2024Q3: holders=2001 2024Q4: holders=2122 2025Q1: holders=2200 2025Q2: holders=2179 2025Q3: holders=2213 2025Q4: holders=2263 2026Q1: holders=2342 -167 -83.5 +0 +83.5 +167 106217612460 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 18 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 2%
2025Q4 Top 10% +2.7%
2025Q3 Top 8% +5.8% +5.0%
2025Q1 Top 1% +6.1% +2.9%
2024Q4 Top 3% +5.1% +11.5%
2024Q3 Top 1% +1.3% +2.6%
2024Q2 Top 2% +0.2% +1.5%
2023Q4 Top 3% +20.7% +33.1%
2023Q2 Top 12% +2.7% +0.1%
2022Q4 Top 4% +10.0% +6.1%
2022Q1 Top 2% +7.8% -10.4%
2021Q4 Top 2% +16.0% +26.4%
2021Q2 Top 17% -5.8% +0.3%
2020Q4 Top 3% +9.8% +14.2%
2019Q4 Top 2% -20.7% -20.9%
2019Q3 Top 1% +12.7% -10.4%
2019Q1 Top 2% +8.0% +17.2%
2018Q4 Top 8% +11.8% +21.1%

Options Sentiment

Put holders
28
QoQ: +3
Call holders
28
QoQ: +1

See methodology →