March 14, 2026, 10:01 AM EDT. iSAM Funds UK Ltd acquired 49,867 shares of Southern Company (NYSE:SO) in the third quarter, investing approximately $4.7 million. This position represents about 1% of iSAM's portfolio, ranking Southern as its 9th largest holding. Other institutional investors, including Gladstone Institutional Advisory and Venturi Wealth Management, also increased their stakes slightly. Southern Company, a major utilities provider, has 64.1% of its stock owned by hedge funds and institutional investors. Analyst opinions vary, with six recommending Buy, twelve Hold, and one Sell. Price targets range from $93 to $112, reflecting mixed sentiment amid recent upgrades and downgrades by firms including Morgan Stanley, TD Cowen, and JPMorgan Chase.
