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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
API
901
Asset Planning Inc
California
$1.24M
MSA
902
Marino Stram & Associates
Massachusetts
$1.24M
GA
903
GoalVest Advisory
New York
$1.24M
FWM
904
ForthRight Wealth Management
Georgia
$1.24M
AIA
905
AssuredPartners Investment Advisors
Florida
$1.24M
CIAS
906
CFS Investment Advisory Services
New Jersey
$1.23M
MCA
907
Magnolia Capital Advisors
Mississippi
$1.23M
WFS
908
Widmann Financial Services
Maryland
$1.23M
FT
909
Fiduciary Trust
Massachusetts
$1.23M
HBT
910
Hills Bank & Trust
Iowa
$1.22M
TC
911
Tannin Capital
North Carolina
$1.22M
DA
912
Dougherty & Associates
Florida
$1.22M
TPI
913
Trust Point Inc
Wisconsin
$1.22M
SA
914
SRH Advisors
Kansas
$1.22M
AF
915
Advisornet Financial
Minnesota
$1.21M
CB
916
Centennial Bank
Arkansas
$1.21M
SSWM
917
Sheets Smith Wealth Management
North Carolina
$1.21M
HTC
918
Haverford Trust Company
Pennsylvania
$1.21M
RCAG
919
Rehmann Capital Advisory Group
Michigan
$1.2M
FMI
920
Frec Markets Inc
California
$1.2M
RP
921
Rowlandmiller & Partners
Georgia
$1.2M
CCWM
922
Cassaday & Co Wealth Management
Virginia
$1.19M
ESB
923
Essex Savings Bank
Connecticut
$1.19M
GWANC
924
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.18M
CCA
925
Checchi Capital Advisers
California
$1.18M