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Southern Company
SO

Overview Fund Activity

2,147 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 924 increasing their positions, 722 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.79%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
128
Increased
924
Reduced
722
Closed
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$494M
3
BlackRock
BlackRock
New York
+$259M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$244M
5
SCP
Soroban Capital Partners
New York
+$172M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$393M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$156M
3
Franklin Resources
Franklin Resources
California
-$85.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$78.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$13.2M -$271K -2,952 -2%
VI
252
Vestcor Inc
New Brunswick, Canada
$13.1M +$545K +5,935 +4%
Jones Financial Companies
253
Jones Financial Companies
Missouri
$12.9M +$1.76M +19,381 +16%
DWM
254
Dakota Wealth Management
Florida
$12.9M -$6.8K -74 -0.1%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$12.8M -$224K -2,444 -2%
CPL
256
Capital & Planning LLC
Georgia
$12.8M +$200K +2,182 +2%
BIA
257
Biondo Investment Advisors
Pennsylvania
$12.7M +$150K +1,633 +1%
CWM
258
CIBC World Markets
New York
$12.7M +$555K +6,049 +5%
NAM
259
Nissay Asset Management
Japan
$12.6M +$104K +1,131 +0.8%
KFC
260
Klingenstein Fields & Co
New York
$12.5M -$298K -3,243 -2%
AF
261
Alerus Financial
North Dakota
$12.5M +$174K +1,891 +1%
Bank of Nova Scotia
262
Bank of Nova Scotia
Ontario, Canada
$12.3M +$713K +7,769 +6%
Royal London Asset Management
263
Royal London Asset Management
United Kingdom
$12.3M -$392K -4,265 -3%
Pathstone Holdings
264
Pathstone Holdings
New Jersey
$12.3M -$85.7K -933 -0.7%
VV
265
Verity & Verity
South Carolina
$12M -$158K -1,718 -1%
AWA
266
Arkadios Wealth Advisors
Georgia
$11.9M +$1.14M +12,388 +11%
ASN
267
Advisory Services Network
Georgia
$11.7M +$318K +3,366 +3%
JPWM
268
Jamison Private Wealth Management
Georgia
$11.7M -$74.9K -816 -0.6%
KeyBank National Association
269
KeyBank National Association
Ohio
$11.7M -$53.6K -584 -0.5%
MOACM
270
Mutual of America Capital Management
New York
$11.6M -$127K -1,379 -1%
QCM
271
QRG Capital Management
Illinois
$11.6M -$1.05M -11,398 -8%
BCM
272
Brookstone Capital Management
Illinois
$11.5M +$1.72M +18,677 +17%
CIBC World Market
273
CIBC World Market
Ontario, Canada
$11.5M +$3.14M +34,150 +37%
CA
274
Cullinan Associates
Kentucky
$11.5M +$876K +9,543 +8%
IAA
275
Independent Advisor Alliance
North Carolina
$11.4M -$188K -2,052 -2%
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