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Southern Company
SO

Overview Fund Activity

2,147 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 924 increasing their positions, 722 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
128
Increased
924
Reduced
722
Closed
117
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$494M
3
BlackRock
BlackRock
New York
+$259M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$244M
5
SCP
Soroban Capital Partners
New York
+$172M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$393M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$156M
3
Franklin Resources
Franklin Resources
California
-$85.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$78.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDL
1326
Bey-Douglas LLC
Georgia
$484K +$77.4K +843 +19%
HIC
1327
Hartline Investment Corp
Illinois
$483K – – –
CCWM
1328
Correct Capital Wealth Management
Missouri
$482K – – –
PA
1329
PSI Advisors
Florida
$482K -$13.8K -150 -3%
PFG
1330
Prosperity Financial Group
California
$482K -$114K -1,240 -19%
FNBTCON
1331
First National Bank & Trust Co of Newtown
Pennsylvania
$481K – – –
LJAC
1332
L.J. Altfest & Co
New York
$480K +$7.9K +86 +2%
EIA
1333
Eastover Investment Advisors
North Carolina
$476K – – –
PWMG
1334
Pinnacle Wealth Management Group
Michigan
$476K -$22K -240 -4%
IA
1335
Integrity Alliance
Iowa
$476K -$606K -6,604 -56%
RPGK
1336
Retirement Planning Group (Kansas)
Kansas
$475K -$2.94K -32 -0.6%
GIA
1337
GHP Investment Advisors
Colorado
$475K -$92 -1 -0%
CIA
1338
Cladis Investment Advisory
Montana
$474K – – –
WA
1339
WealthTrust Axiom
Pennsylvania
$472K – – –
NRI
1340
NFP Retirement Inc
California
$471K -$116K -1,259 -20%
SIC
1341
Sigma Investment Counselors
Michigan
$471K -$4.32K -47 -0.9%
IC
1342
Inscription Capital
Texas
$467K +$74.5K +811 +19%
MWA
1343
Monograph Wealth Advisors
California
$467K +$467K +5,088 New
NF
1344
Nikulski Financial
Iowa
$466K +$31.3K +341 +7%
CIA
1345
Cohen Investment Advisors
New Hampshire
$466K -$33.2K -362 -7%
PG
1346
Patten Group
Tennessee
$465K -$184K -2,007 -28%
FFIC
1347
First Fiduciary Investment Counsel
Ohio
$465K – – –
GWP
1348
Gateway Wealth Partners
Wisconsin
$465K +$58K +632 +14%
JC
1349
JB Capital
Connecticut
$465K +$3.67K +40 +0.8%
MCWS
1350
McKinley Carter Wealth Services
West Virginia
$464K +$22.5K +245 +5%
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