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Southern Company
SO

Overview Fund Activity

2,173 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+75
Holders Change %
+3.57%
% of All Funds
29.52%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
224
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$715M
2
SCP
Soroban Capital Partners
New York
+$205M
3
Citadel Advisors
Citadel Advisors
Florida
+$203M
4
Bank of America
Bank of America
North Carolina
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.36B
2
Capital International Investors
Capital International Investors
California
-$135M
3
Renaissance Technologies
Renaissance Technologies
New York
-$108M
4
Goldman Sachs
Goldman Sachs
New York
-$99.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
1326
Davis Investment Partners
North Carolina
$482K +$91 +1 +0%
FNBTCON
1327
First National Bank & Trust Co of Newtown
Pennsylvania
$481K – – –
DA
1328
Drake & Associates
Wisconsin
$480K +$115K +1,251 +32%
UCB
1329
United Community Bank
South Carolina
$480K +$20K +217 +4%
CPRC
1330
Consolidated Portfolio Review Corp
New York
$479K +$479K +5,213 New
RPGK
1331
Retirement Planning Group (Kansas)
Kansas
$479K +$21K +228 +5%
FNBT
1332
FineMark National Bank & Trust
Florida
$479K +$46K +500 +11%
SPF
1333
South Plains Financial
Texas
$478K -$568K -6,180 -54%
EIA
1334
Eastover Investment Advisors
North Carolina
$477K – – –
SIC
1335
Sigma Investment Counselors
Michigan
$476K +$6.25K +68 +1%
CWC
1336
Carolinas Wealth Consulting
North Carolina
$476K +$3.77K +41 +0.8%
GIA
1337
GHP Investment Advisors
Colorado
$476K +$28.7K +312 +6%
AAG
1338
Armstrong Advisory Group
Massachusetts
$475K – – –
CIA
1339
Cladis Investment Advisory
Montana
$474K – – –
CA
1340
Cornerstone Advisory
Maryland
$474K -$34.8K -382 -7%
CAM
1341
Cozad Asset Management
Illinois
$474K -$18.4K -200 -4%
LJAC
1342
L.J. Altfest & Co
New York
$472K -$526K -5,719 -53%
WA
1343
WealthTrust Axiom
Pennsylvania
$472K – – –
VC
1344
Veracity Capital
Georgia
$470K -$3.77K -41 -0.8%
SWM
1345
Shepherd Wealth Management
Ohio
$469K -$315K -3,427 -40%
FFM
1346
Forum Financial Management
Illinois
$469K -$828 -9 -0.2%
WQ
1347
Wealth Quarterback
New Jersey
$467K +$25.5K +277 +6%
RA
1348
Rise Advisors
New York
$466K -$60.4K -657 -11%
AC
1349
Avestar Capital
New York
$466K -$113K -1,224 -19%
MW
1350
MBL Wealth
North Carolina
$465K +$465K +5,061 New
52 53
54
55 56