SO icon

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
SF
1151
SageOak Financial
Oklahoma
$757K
BP
1152
Ballentine Partners
Massachusetts
$757K
CWMA
1153
Capstone Wealth Management (Alabama)
Alabama
$757K
PG
1154
Patten Group
Tennessee
$756K
BRWM
1155
Blue Rock Wealth Management
North Carolina
$754K
MAM
1156
McLean Asset Management
Virginia
$751K
CAM
1157
Columbia Asset Management
Michigan
$750K
EW
1158
Element Wealth
Mississippi
$749K
DBFM
1159
Dickmeyer Boyce Financial Management
Indiana
$747K
RGC
1160
Roberts, Glore & Co
Illinois
$746K
VH
1161
Visionary Horizons
Tennessee
$745K
WA
1162
Wealth Alliance
New York
$743K
AIC
1163
Archer Investment Corporation
Indiana
$740K
TWM
1164
Tradition Wealth Management
Minnesota
$740K
CWM
1165
Cornerstone Wealth Management
Missouri
$739K
NAG
1166
Northstar Advisory Group
New Jersey
$739K
RWP
1167
RWA Wealth Partners
Massachusetts
$737K
SL
1168
Summitry LLC
California
$736K
MIC
1169
Means Investment Company
Maine
$736K
PCMF
1170
Private Capital Management (Florida)
Florida
$736K
GAMC
1171
Garner Asset Management Corp
Texas
$736K
HP
1172
Holistic Planning
Texas
$734K
BAM
1173
Beaumont Asset Management
Texas
$734K
IPA
1174
Investment Planning Advisors
Georgia
$731K
VGDSS
1175
VUB Generali dochodkova spravcovska spolocnost
$729K