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Southern Company

2,322 hedge funds and large institutions have $76B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 969 increasing their positions, 768 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$490M
Puts
$360M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
676
Kavar Capital Partners Group
Kansas
$2.43M
AssetMark Inc
677
AssetMark Inc
California
$2.43M
AAIM
678
American Assets Investment Management
California
$2.41M
CW
679
CreativeOne Wealth
Kansas
$2.41M
IFU
680
iSAM Funds (UK)
United Kingdom
$2.4M
FA
681
Fiduciary Alliance
South Carolina
$2.39M
WHRC
682
W.H. Reaves & Co
New Jersey
$2.39M
AFP
683
Ausdal Financial Partners
Iowa
$2.39M
AIM
684
Advyzon Investment Management
Illinois
$2.39M
DLCIG
685
D.L. Carlson Investment Group
New Hampshire
$2.38M
BMA
686
Brooks Moore & Associates
Tennessee
$2.37M
MHS
687
M Holdings Securities
Oregon
$2.35M
CPSAC
688
Chas P. Smith & Associates (CPS)
Florida
$2.34M
LWA
689
Lineweaver Wealth Advisors
Ohio
$2.34M
AUB
690
Atlantic Union Bankshares
Virginia
$2.34M
CIAS
691
Capital Investment Advisory Services
North Carolina
$2.34M
SAA
692
Southeast Asset Advisors
Georgia
$2.33M
Bessemer Group
693
Bessemer Group
New Jersey
$2.33M
SFS
694
Sowell Financial Services
Arkansas
$2.32M
SCP
695
Stamos Capital Partners
California
$2.31M
HTIM
696
Harbour Trust & Investment Management
Indiana
$2.3M
PS
697
Principal Securities
Iowa
$2.3M
CL
698
CVFG LLC
Indiana
$2.3M
RWM
699
Ritholtz Wealth Management
New York
$2.29M
KPPF
700
Klein Pavlis & Peasley Financial
California
$2.28M