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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
SFP
1076
Shepherd Financial Partners
Massachusetts
$866K
CBOR
1077
Community Bank of Raymore
Missouri
$864K
IIL
1078
Insight Inv LLC
California
$861K
MFC
1079
Mechanics Financial Corp
Ohio
$860K
JAG
1080
Journey Advisory Group
Kentucky
$860K
EWM
1081
Evercore Wealth Management
New York
$859K
BL
1082
Balentine LLC
Georgia
$856K
CAC
1083
Certified Advisory Corp
Florida
$855K
CFB
1084
Cullen/Frost Bankers
Texas
$852K
NIM
1085
Northeast Investment Management
Massachusetts
$851K
AAS
1086
Ameritas Advisory Services
Nebraska
$851K
LWAM
1087
Legacy Wealth Asset Management
Minnesota
$850K
CI
1088
Cherokee Insurance
Michigan
$849K
VCP
1089
Vista Capital Partners
Oregon
$849K
IAN
1090
Integrated Advisors Network
Texas
$846K
MW
1091
Maia Wealth
Colorado
$844K
OFAL
1092
Orographic Financial Advisors, LLC
Colorado
$842K
BFA
1093
Beaumont Financial Advisors
Massachusetts
$840K
EWA
1094
Exencial Wealth Advisors
Oklahoma
$839K
RWA
1095
Roberts Wealth Advisors
California
$838K
HSA
1096
HBK Sorce Advisory
Pennsylvania
$837K
SDAM
1097
Shulman DeMeo Asset Management
New York
$834K
SOAM
1098
SBI Okasan Asset Management
Japan
$830K
TWM
1099
Trueblood Wealth Management
Ohio
$827K
RAG
1100
RIA Advisory Group
Iowa
$824K