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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
BFIC
1051
Bedell Frazier Investment Counselling
California
$924K
HP
1052
Havemeyer Place
Connecticut
$923K
WAC
1053
William Allan Corp
Colorado
$922K
CPC
1054
Cookson Peirce & Co
Pennsylvania
$920K
BCWM
1055
Bartlett & Co Wealth Management
Ohio
$919K
MSWM
1056
McGlone Suttner Wealth Management
Wisconsin
$915K
CPWA
1057
Cerro Pacific Wealth Advisors
California
$913K
ES
1058
Eagle Strategies
New York
$912K
HBT
1059
Heartland Bank & Trust
Illinois
$912K
JF
1060
Jump Financial
Illinois
$910K
GSWM
1061
Golden State Wealth Management
California
$910K
MMG
1062
Monetary Management Group
Missouri
$908K
SC
1063
Stolper & Co
Oklahoma
$905K
SIC
1064
Salem Investment Counselors
North Carolina
$898K
NB
1065
Nicolet Bankshares
Wisconsin
$892K
NF
1066
Nikulski Financial
Iowa
$890K
CFO
1067
Cambient Family Office
Michigan
$890K
PE
1068
PCM Encore
Colorado
$888K
AWM
1069
Affinity Wealth Management
Delaware
$883K
DCM
1070
Davis Capital Management
Florida
$882K
Lazard Asset Management
1071
Lazard Asset Management
New York
$877K
PAM
1072
Peninsula Asset Management
Florida
$877K
WDC
1073
Woodward Diversified Capital
California
$875K
CWM
1074
Chesapeake Wealth Management
Virginia
$870K
PIA
1075
Pinion Investment Advisors
Kansas
$869K