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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 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
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
117
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 %
SVWAG
326
Sound View Wealth Advisors Group
Georgia
$8.71M +$247K +2,695 +3%
Neuberger Berman Group
327
Neuberger Berman Group
New York
$8.61M +$1.21M +13,216 +16%
Thrivent Financial for Lutherans
328
Thrivent Financial for Lutherans
Minnesota
$8.58M +$2.69M +29,408 +46%
GS
329
GWN Securities
Florida
$8.53M -$6.01M -65,215 -41%
BTI
330
Blue Trust Inc
Georgia
$8.5M +$82.9K +903 +1%
DAS
331
Dynamic Advisor Solutions
Arizona
$8.49M +$216K +2,350 +3%
TSW
332
Thompson Siegel & Walmsley
Virginia
$8.45M -$1.42M -15,446 -14%
VLKIM
333
Van Lanschot Kempen Investment Management
Netherlands
$8.43M +$8.43M +91,747 New
CWG
334
Cornerstone Wealth Group
North Carolina
$8.39M +$71.4K +778 +0.9%
JWCA
335
J.W. Cole Advisors
Florida
$8.3M +$637K +6,932 +8%
WW
336
Windle Wealth
Oklahoma
$8.26M +$95.2K +1,037 +1%
SFA
337
Sequoia Financial Advisors
Ohio
$8.24M +$440K +4,796 +6%
AG
338
Advocate Group
Minnesota
$8.21M -$151K -1,648 -2%
Allianz Asset Management
339
Allianz Asset Management
Germany
$8.17M -$2.38M -25,892 -23%
BPA
340
Beacon Pointe Advisors
California
$8.14M +$189K +2,061 +2%
Robeco Institutional Asset Management
341
Robeco Institutional Asset Management
Netherlands
$8.12M -$10.6M -115,837 -57%
DC
342
Davenport & Co
Virginia
$8.08M -$497K -5,414 -6%
HFS
343
Hantz Financial Services
Michigan
$8.07M -$250K -2,726 -3%
LA
344
Lifeworks Advisors
Michigan
$7.98M +$146K +1,594 +2%
CWM
345
Chronos Wealth Management
Florida
$7.95M +$73.9K +805 +0.9%
SF
346
Summit Financial
New Jersey
$7.94M +$576K +6,275 +8%
TRSOTSOK
347
Teachers Retirement System of the State of Kentucky
Kentucky
$7.88M +$111K +1,207 +1%
MCM
348
Mainstay Capital Management
Michigan
$7.87M +$4.1M +44,651 +109%
AWM
349
Apollon Wealth Management
South Carolina
$7.81M +$1.07M +11,705 +16%
TNB
350
Thomasville National Bank
Georgia
$7.76M -$117K -1,270 -1%
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