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Southern Company
SO

Overview Fund Activity

2,138 hedge funds and large institutions have $70.7B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 920 increasing their positions, 719 reducing their positions, and 117 closing their positions.

Holders
2,138
Holders Change
-36
Holders Change %
-1.66%
% of All Funds
28.71%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
126
Increased
920
Reduced
719
Closed
117
Calls
$497M
Puts
$156M
Net Calls
+$342M
Net Calls Change
+$125M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Capital World Investors
2
Capital World Investors
California
$733M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33B
4
BlackRock
4
BlackRock
New York
$8.01B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.61B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
3
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.87B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.73B 105,904,243 +1,694,066 +2%
BlackRock
2
BlackRock
New York
$8.01B 87,174,120 +2,823,251 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33B 68,964,026 +5,379,090 +8%
State Street
4
State Street
Massachusetts
$5.43B 59,116,535 +718,012 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.38B 26,006,919 +241,572 +0.9%
Capital International Investors
6
Capital International Investors
California
$2.38B 25,891,240 +120,040 +0.5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.27B 24,741,464 -4,280,489 -15%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.87B 20,331,847 -846,719 -4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.61B 17,526,556 +2,659,780 +18%
Franklin Resources
10
Franklin Resources
California
$1.29B 14,015,721 -929,994 -6%
Morgan Stanley
11
Morgan Stanley
New York
$1.18B 12,861,163 +655,173 +5%
Norges Bank
12
Norges Bank
Norway
$1.18B 12,846,730 +12,846,730 New
Northern Trust
13
Northern Trust
Illinois
$972M 10,585,833 -326,830 -3%
Ameriprise
14
Ameriprise
Minnesota
$896M 9,753,110 +460,337 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$859M 9,351,679 +229,964 +3%
Bank of America
16
Bank of America
North Carolina
$769M 8,369,321 -756,381 -8%
Legal & General Group
17
Legal & General Group
United Kingdom
$757M 8,246,984 -171,800 -2%
Capital World Investors
18
Capital World Investors
California
$733M 7,981,421 +7,981,421 New
Goldman Sachs
19
Goldman Sachs
New York
$665M 7,238,446 -104,351 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$656M 7,143,812 -333,919 -4%
Charles Schwab
21
Charles Schwab
California
$622M 6,768,667 +87,891 +1%
UBS AM
22
UBS AM
Illinois
$591M 6,440,323 +1,683,622 +35%
NL
23
Nuveen LLC
North Carolina
$472M 5,144,135 -404,845 -7%
Invesco
24
Invesco
Georgia
$468M 5,099,967 +120,523 +2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$385M 4,197,343 -720,825 -15%
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