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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
RC
1101
Roundview Capital
New Jersey
$823K
SW
1102
Simplicity Wealth
New Jersey
$821K
DWM
1103
Dakota Wealth Management
Florida
$821K
PA
1104
Probity Advisors
Texas
$820K
HCP
1105
Hexagon Capital Partners
Arkansas
$820K
BMC
1106
Benin Management Corp
Connecticut
$819K
AWM
1107
Aberdeen Wealth Management
Illinois
$818K
JSL
1108
JT Stratford LLC
Georgia
$818K
SWMG
1109
Sard Wealth Management Group
Georgia
$817K
MGIA
1110
Moneta Group Investment Advisors
Missouri
$817K
GLLW
1111
Graves Light Lenhart Wealth
Virginia
$816K
VBCG
1112
Valley Brook Capital Group
Pennsylvania
$816K
FSA
1113
Franklin Street Advisors
North Carolina
$814K
HR
1114
Howe & Rusling
New York
$814K
NSIM
1115
North Star Investment Management
Illinois
$813K
GBT
1116
Grove Bank & Trust
Florida
$811K
AIMA
1117
Ables Iannone Moore & Associates
Georgia
$811K
IB
1118
Intrust Bank
Kansas
$810K
DJSG
1119
D.J. St. Germain
Massachusetts
$810K
ACP
1120
Aviance Capital Partners
Florida
$809K
BAAM
1121
Baker Avenue Asset Management
California
$806K
LFP
1122
Lakeshore Financial Planning
Michigan
$804K
VAM
1123
Verity Asset Management
North Carolina
$803K
LA
1124
LVW Advisors
New York
$801K
CAWM
1125
Capital Advisors Wealth Management
Washington
$797K