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Southern Company
SO

2,345 hedge funds and large institutions have $76.2B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 978 increasing their positions, 778 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 99

63% more funds holding in top 10

Funds holding in top 10: 16 → 26 (+10)

36% more call options, than puts

Call options by funds: $490M | Put options by funds: $360M

26% more repeat investments, than reductions

Existing positions increased: 978 | Existing positions reduced: 778

9% more capital invested

Capital invested by funds: $69.6B → $76.2B (+$6.6B)

4% more funds holding

Funds holding: 2,262 → 2,345 (+83)

0.76% less ownership

Funds ownership: 72.44% → 71.68% (-0.76%)

Holders
2,345
Holders Change
+83
Holders Change %
+3.67%
% of All Funds
28.84%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
224
Increased
978
Reduced
778
Closed
99
Calls
$490M
Puts
$360M
Net Calls
+$130M
Net Calls Change
-$222M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.4B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$182M
3
BlackRock
BlackRock
New York
+$167M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$166M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$153M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.71B
2
Capital International Investors
Capital International Investors
California
-$912M
3
SCP
Soroban Capital Partners
New York
-$344M
4
Squarepoint
Squarepoint
New York
-$123M
5
Renaissance Technologies
Renaissance Technologies
New York
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFCM
776
Applied Finance Capital Management
Puerto Rico
$1.87M -$128K -1,388 -7%
SCM
777
Shelton Capital Management
Colorado
$1.84M -$8.74M -94,469 -83%
CCM
778
Cohen Capital Management
California
$1.83M – – –
EFG
779
Ethos Financial Group
Pennsylvania
$1.83M – – –
BG
780
Bahl & Gaynor
Ohio
$1.82M +$27.8K +300 +2%
AWA
781
Adapt Wealth Advisors
Georgia
$1.82M +$370 +4 +0%
AA
782
ALPS Advisors
Colorado
$1.82M +$497K +5,368 +40%
CPC
783
Consolidated Planning Corp
Georgia
$1.81M +$15.7K +170 +0.9%
CWMG
784
Compass Wealth Management (Georgia)
Georgia
$1.81M +$3.42K +37 +0.2%
NS
785
NBC Securities
Alabama
$1.81M +$6.01K +65 +0.3%
Aviva
786
Aviva
United Kingdom
$1.81M – – –
TPCW
787
TD Private Client Wealth
New York
$1.8M +$42K +454 +2%
VFA
788
Valeo Financial Advisors
Indiana
$1.79M -$81.4K -880 -5%
HVIA
789
Hudson Valley Investment Advisors
New York
$1.79M -$45.3K -490 -3%
CFS
790
Cannon Financial Strategists
Georgia
$1.78M +$326K +3,524 +24%
IP
791
Ignite Planners
California
$1.77M +$41.8K +452 +3%
SC
792
Swan Capital
Florida
$1.77M – – –
SWM
793
Spire Wealth Management
Virginia
$1.77M +$551K +5,954 +48%
RFA
794
Register Financial Advisors
Georgia
$1.77M +$348K +3,759 +26%
SS
795
SBI Securities
Japan
$1.77M +$47.3K +511 +3%
ERIC
796
Eagle Rock Investment Company
Georgia
$1.76M +$26.4K +285 +2%
BCV
797
Banque Cantonale Vaudoise
Switzerland
$1.76M +$962K +10,400 +132%
TE
798
Tema ETFs
New York
$1.76M +$8.42K +91 +0.5%
BIM
799
Baldwin Investment Management
Pennsylvania
$1.76M +$111K +1,200 +7%
TG
800
TCW Group
California
$1.76M +$81.4K +880 +5%
30 31
32
33 34

SO Hedge Fund Activity: Q1 2026 in Review

2,345 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2026, worth a combined $76.2B — up 9.5% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new SO positions and 99 closed out — a net gain of 125 holders — while 978 added to existing stakes and 778 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.4B. The largest seller was JP Morgan Chase, cutting an estimated $1.71B.

  • 2,345 institutional investors held Southern Company (SO) as of Q1 2026, up from 2,262 in Q4 2025.
  • Funds reported $76.2B of Southern Company stock for Q1 2026, up 9.5% quarter-over-quarter.
  • 224 funds opened new Southern Company positions in Q1 2026 and 99 closed out, a net change of +125 holders.
  • The largest Southern Company buyer in Q1 2026 was Capital World Investors, an estimated $1.4B added.
  • The largest Southern Company seller in Q1 2026 was JP Morgan Chase, an estimated $1.71B sold.

Based on aggregated 13F filings for Q1 2026.