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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 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
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
117
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 %
MIC
1001
Means Investment Company
Maine
$907K +$2.39K +26 +0.3%
BCM
1002
BluePath Capital Management
Georgia
$907K -$225K -2,447 -20%
EM
1003
Excalibur Management
Massachusetts
$902K – – –
LWAM
1004
Legacy Wealth Asset Management
Minnesota
$902K -$4.13K -45 -0.5%
TBNY
1005
Trustco Bank (New York)
New York
$902K -$27.5K -300 -3%
NCM
1006
Novare Capital Management
North Carolina
$900K +$284K +3,094 +46%
MSWM
1007
McGlone Suttner Wealth Management
Wisconsin
$900K +$113K +1,233 +14%
JAG
1008
Journey Advisory Group
Kentucky
$900K -$3.21K -35 -0.4%
RMP
1009
Richards, Merrill & Peterson
Washington
$893K +$24.2K +263 +3%
AC
1010
Avestar Capital
New York
$891K +$426K +4,638 +92%
AA
1011
Ancora Advisors
Ohio
$891K +$18.6K +203 +2%
SFP
1012
Shepherd Financial Partners
Massachusetts
$888K -$32.6K -355 -4%
MMG
1013
Monetary Management Group
Missouri
$882K – – –
BCWM
1014
Bartlett & Co Wealth Management
Ohio
$880K -$24.8K -270 -3%
DJSG
1015
D.J. St. Germain
Massachusetts
$879K +$457K +4,980 +108%
SAM
1016
Secure Asset Management
Michigan
$878K -$18.6K -203 -2%
WAC
1017
William Allan Corp
Colorado
$878K +$7.35K +80 +0.8%
BFA
1018
Beaumont Financial Advisors
Massachusetts
$875K -$13.4K -146 -2%
LG
1019
LaFleur & Godfrey
Michigan
$875K -$141K -1,538 -14%
CPC
1020
Cookson Peirce & Co
Pennsylvania
$875K – – –
CPIG
1021
Chicago Partners Investment Group
Illinois
$872K -$52.5K -552 -6%
WWM
1022
Wagner Wealth Management
South Carolina
$871K +$64.4K +701 +8%
CPWA
1023
Cerro Pacific Wealth Advisors
California
$870K +$327K +3,559 +60%
YIA
1024
YHB Investment Advisors
Connecticut
$869K +$18K +196 +2%
GSWM
1025
Golden State Wealth Management
California
$867K +$26.6K +290 +3%
39 40
41
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