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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
FDS
1326
First Dallas Securities
Texas
$554K
LFA
1327
Legacy Financial Advisors
Kentucky
$553K
IRC
1328
Investors Research Corp
Georgia
$553K
GIA
1329
Gateway Investment Advisers
Ohio
$551K
TA
1330
TruWealth Advisors
Louisiana
$551K
7WCP
1331
71 West Capital Partners
Massachusetts
$550K
DSC
1332
Duncker Streett & Co
Missouri
$550K
MPWS
1333
McCarter Private Wealth Services
Massachusetts
$550K
SSC
1334
Syverson Strege & Co
Iowa
$548K
KIA
1335
Knollwood Investment Advisory
Maryland
$547K
IWA
1336
IVC Wealth Advisors
Pennsylvania
$546K
BBA
1337
BLB&B Advisors
Pennsylvania
$546K
BHWM
1338
Bar Harbor Wealth Management
New Hampshire
$545K
IEFM
1339
IQ EQ Fund Management
Ireland
$543K
MAWA
1340
Moss Adams Wealth Advisors
Washington
$541K
NEI
1341
Northwest & Ethical Investments
Ontario, Canada
$541K
KFA
1342
Kapstone Financial Advisors
Ohio
$541K
SC
1343
Scotia Capital
Ontario, Canada
$540K
EWS
1344
Evergreen Wealth Solutions
Pennsylvania
$540K
TWM
1345
Thrive Wealth Management
Pennsylvania
$539K
LJAC
1346
L.J. Altfest & Co
New York
$539K
WWM
1347
Walser Wealth Management
Florida
$534K
M
1348
MOTCO
Texas
$533K
LW
1349
Linscomb Wealth
Texas
$532K
HPBT
1350
Hickory Point Bank & Trust
Illinois
$532K