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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
TTWM
1251
TCV Trust & Wealth Management
Virginia
$633K
FHA
1252
Flagship Harbor Advisors
Massachusetts
$632K
BWG
1253
Beta Wealth Group
California
$630K
SIM
1254
Samara Investment Management
Oregon
$629K
FAL
1255
Focused Alpha LLC
Colorado
$627K
APW
1256
Aventura Private Wealth
Florida
$626K
RIA
1257
Richwood Investment Advisors
Ohio
$626K
PMG
1258
ProVise Management Group
Florida
$621K
CP
1259
Clarendon Private
Massachusetts
$620K
CTA
1260
Colonial Trust Advisors
South Carolina
$619K
BS
1261
Banco Santander
Spain
$616K
MHIC
1262
Marble Harbor Investment Counsel
Massachusetts
$616K
RWA
1263
River Wealth Advisors
Pennsylvania
$616K
UCMOK
1264
United Capital Management of KS
Kansas
$615K
CC
1265
Chicago Capital
Illinois
$615K
BMWM
1266
Brown Miller Wealth Management
Virginia
$614K
SC
1267
Searle & Co
Connecticut
$614K
CWM
1268
Cordatus Wealth Management
Pennsylvania
$614K
PPC
1269
Park Place Capital
Alabama
$613K
SWA
1270
Strategies Wealth Advisors
Michigan
$612K
BIG
1271
Builder Investment Group
Georgia
$612K
MWM
1272
Mindset Wealth Management
Indiana
$611K
EWM
1273
Empirical Wealth Management
Washington
$610K
PP
1274
PDS Planning
Ohio
$610K
NP
1275
Nilsine Partners
Colorado
$610K