QuantOrb.pro

SO

Utilities

Southern Company

Electric Utilities

14-Day MFI Score

28.59

Signal Status

BUY

Signal strength 49% — conviction of the current signal (0–100)

Money Flow Index (14D)

28.59 / 100

Momentum Inflow

Relative Strength vs SPY

-5.1%

20-Day Trend Momentum

Volume Z-Score

-0.47

Volume vs 20-day average (−3σ … +3σ) · normal range

28-Yr Backtest Rank

Top 80.0%

Deterministic Historical Percentile

Daily Bars — SO

Latest 13F Institutional Positions

Institutional FilerCIKShares HeldQuarterly Shift
Ovata Capital Management Ltd000172451719,500,000+95.0%
Energy Income Partners, LLC00013888141,716,842-4.1%
CONFLUENCE INVESTMENT MANAGEMENT LLC00014420561,431,193-4.3%
Bollard Group LLC00015562181,202,091+11.5%
ExodusPoint Capital Management, LP0001736225834,955+44.7%

Top-5 holders by shares held, latest 13F snapshot (Δshares disclosed per filing). Quarterly shift = % change in position.

Qualitative Tear Sheet

Tear sheet can be requested from our qualitative research AdCho.com

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