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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
Fayez Sarofim & Co
1876
Fayez Sarofim & Co
Texas
$241K
GWCM
1877
Godshalk Welsh Capital Management
Pennsylvania
$241K
EC
1878
Enhancing Capital
Pennsylvania
$241K
DT
1879
DV Trading
Illinois
$241K
WCA
1880
Westover Capital Advisors
Delaware
$241K
CCC
1881
Chelsea Counsel Company
California
$241K
AWM
1882
Accel Wealth Management
Iowa
$240K
JMFC
1883
J.M. Forbes & Co
Massachusetts
$240K
PL
1884
Perpetual Ltd
Australia
$240K
BWM
1885
Bluebird Wealth Management
Massachusetts
$240K
MS
1886
Monetary Solutions
Ohio
$240K
KNFPWM
1887
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$239K
LA
1888
Legacy Advisors
Pennsylvania
$238K
FA
1889
FDx Advisors
Illinois
$238K
WTFG
1890
Wood Tarver Financial Group
Idaho
$238K
HIIFS
1891
Harel Insurance Investments & Financial Services
Israel
$238K
ABWM
1892
Alpine Bank Wealth Management
Colorado
$238K
AIM
1893
Athena Investment Management
California
$237K
FP
1894
Fiduciary Planning
Florida
$237K
FCA
1895
Fortis Capital Advisors
Kansas
$237K
TWM
1896
Triton Wealth Management
Arizona
$237K
TIM
1897
Tevis Investment Management
Texas
$236K
HIG
1898
Heritage Investment Group
Florida
$236K
SL
1899
Sentinus LLC
Illinois
$236K
VFG
1900
Victory Financial Group
Texas
$235K