SO icon

Southern Company
SO

Overview Fund Activity

2,173 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+75
Holders Change %
+3.57%
% of All Funds
29.52%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
224
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$715M
2
SCP
Soroban Capital Partners
New York
+$205M
3
Citadel Advisors
Citadel Advisors
Florida
+$203M
4
Bank of America
Bank of America
North Carolina
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.36B
2
Capital International Investors
Capital International Investors
California
-$135M
3
Renaissance Technologies
Renaissance Technologies
New York
-$108M
4
Goldman Sachs
Goldman Sachs
New York
-$99.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
551
Lantz Financial
Illinois
$3.17M -$84K -914 -3%
FC
552
Forte Capital
New York
$3.16M -$104K -1,134 -3%
WHRC
553
W.H. Reaves & Co
New Jersey
$3.16M -$676K -7,347 -18%
EF
554
Empowered Funds
Pennsylvania
$3.13M +$466K +5,067 +18%
SFG
555
Stonebridge Financial Group
Pennsylvania
$3.09M +$1.33M +14,513 +76%
WIC
556
Woodmont Investment Counsel
Tennessee
$3.07M -$211K -2,291 -6%
CCT
557
Chemung Canal Trust
New York
$3.06M +$1.95M +21,180 +175%
FNT
558
First National Trust
Pennsylvania
$3.06M -$22.6K -246 -0.7%
OWM
559
OneAscent Wealth Management
Alabama
$3.06M -$572K -6,218 -16%
MA
560
Mutual Advisors
Nebraska
$3.04M +$72.3K +800 +2%
NIM
561
NXG Investment Management
Texas
$3.03M – – –
MSAM
562
Moloney Securities Asset Management
Missouri
$3.03M +$2.35M +25,558 +345%
RWM
563
Rockline Wealth Management
New York
$3.03M +$113K +1,227 +4%
ACM
564
Adalta Capital Management
New York
$3.02M – – –
GLR
565
Great Lakes Retirement
Ohio
$3.01M +$71.4K +776 +2%
KIA
566
KCM Investment Advisors
California
$3.01M +$138K +1,500 +5%
USCWA
567
U.S. Capital Wealth Advisors
Texas
$3M +$20.9K +227 +0.7%
GS
568
GTS Securities
New York
$2.99M +$2.1M +22,861 +236%
RF
569
Robbins Farley
New Hampshire
$2.98M +$10.9K +119 +0.4%
HFM
570
Hartford Financial Management
Connecticut
$2.96M – – –
PWW
571
Pettyjohn Wood & White
Virginia
$2.96M -$78.2K -851 -3%
AW
572
Apricus Wealth
South Carolina
$2.95M +$112K +1,215 +4%
MMHP
573
Murphy Middleton Hinkle & Parker
Georgia
$2.95M +$736 +8 +0%
FPAS
574
Focus Partners Advisor Solutions
Missouri
$2.94M +$133K +1,446 +5%
KRSITF
575
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.93M +$57.9K +630 +2%
21 22
23
24 25