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Southern Company
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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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$154M -$16.7M -181,375 -10%
CIM
52
Confluence Investment Management
Missouri
$145M -$2.23M -24,280 -2%
HighTower Advisors
53
HighTower Advisors
Illinois
$140M +$3.57M +38,895 +3%
Empower Advisory Group
54
Empower Advisory Group
Colorado
$135M +$2.97M +32,308 +2%
Principal Financial Group
55
Principal Financial Group
Iowa
$131M +$7.75M +84,426 +6%
DPIM
56
Duff & Phelps Investment Management
Illinois
$124M +$4.14M +45,088 +3%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$121M +$779K +8,484 +0.7%
ZIM
58
Zacks Investment Management
Illinois
$121M +$1.09M +11,844 +0.9%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$118M +$1.07M +11,700 +0.9%
EIP
60
Energy Income Partners
Connecticut
$117M -$16.3M -177,761 -12%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M +$2.67M +29,059 +2%
ECM
62
ExodusPoint Capital Management
New York
$111M +$52.6M +572,725 +90%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$110M +$45.9M +499,996 +71%
Point72 Asset Management
64
Point72 Asset Management
Connecticut
$110M +$110M +1,197,502 New
Natixis Advisors
65
Natixis Advisors
Massachusetts
$109M +$8.11M +88,297 +8%
AllianceBernstein
66
AllianceBernstein
Tennessee
$107M +$7.14M +77,787 +7%
Prudential Financial
67
Prudential Financial
New Jersey
$107M +$51.3M +558,673 +92%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$105M +$11.3M +122,663 +12%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$105M -$138K -1,504 -0.1%
Cohen & Steers
70
Cohen & Steers
New York
$103M +$45.9K +500 +0%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$100M -$1.2M -13,083 -1%
Citigroup
72
Citigroup
New York
$99.6M -$3.84M -41,811 -4%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$97.1M -$3.26M -35,523 -3%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$95.9M +$90M +979,587 +1,518%
Stifel Financial
75
Stifel Financial
Missouri
$93.2M +$48.4K +527 +0.1%
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