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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
FPL
1301
Fortress Private Ledger
North Carolina
$575K
ZCP
1302
Z3 Capital Partners
Virginia
$575K
RIP
1303
Reliant Investment Partners
North Carolina
$574K
LFS
1304
Legacy Financial Strategies
Kansas
$573K
CA
1305
Calton & Associates
Florida
$573K
NPFS
1306
Novak & Powell Financial Services
Florida
$572K
LAM
1307
L2 Asset Management
Massachusetts
$571K
RWI
1308
Red Wave Investments
Pennsylvania
$570K
SC
1309
Schulhoff & Co
Ohio
$567K
FOFP
1310
Fee-Only Financial Planning
South Carolina
$566K
OFS
1311
OMC Financial Services
New York
$566K
MWM
1312
Maridea Wealth Management
New York
$565K
ARA
1313
Approach Retirement Advisors
Alabama
$565K
VFP
1314
Verus Financial Partners
Virginia
$565K
OIC
1315
Orion Investment Company
Missouri
$564K
CSI
1316
Cross Staff Investments
New York
$563K
TFA
1317
Trinity Financial Advisors
Ohio
$563K
BA
1318
Ballew Advisors
Mississippi
$561K
CCS
1319
Concentric Capital Strategies
Connecticut
$560K
DI
1320
Diligent Investors
California
$558K
TCA
1321
Transcend Capital Advisors
New Jersey
$557K
WFA
1322
Websterrogers Financial Advisors
South Carolina
$557K
6SA
1323
6th Street Advisors
Alabama
$555K
RCM
1324
Requisite Capital Management
Texas
$554K
ORC
1325
O'Rourke & Company
Massachusetts
$554K