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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
IWP
1901
Innova Wealth Partners
Pennsylvania
$235K
PWS
1902
Pursuit Wealth Strategies
North Carolina
$234K
BLFG
1903
Brian Low Financial Group
Louisiana
$234K
FWA
1904
FSM Wealth Advisors
Ohio
$234K
LOIP
1905
Live Oak Investment Partners
Texas
$234K
CS
1906
Cannell & Spears
New York
$234K
PIWA
1907
Prevail Innovative Wealth Advisors
Kansas
$233K
LIA
1908
LifePlan Investment Advisors
North Carolina
$233K
CFS
1909
Commonwealth Financial Services
West Virginia
$233K
CRI
1910
Colonial River Investments
Virginia
$233K
S
1911
Sunpointe
Missouri
$233K
FFP
1912
Forbes Financial Planning
Rhode Island
$232K
CST
1913
Charles Schwab Trust
Nevada
$232K
BOS
1914
Bank of Stockton
California
$231K
GSB
1915
Greenfield Savings Bank
Massachusetts
$231K
PIFP
1916
Partners in Financial Planning
Virginia
$230K
AI
1917
Axecap Investments
Ohio
$230K
WTC
1918
WhitTier Trust Company
Nevada
$230K
HAS
1919
Holland Advisory Services
Florida
$230K
MLFP
1920
MPS Loria Financial Planners
Illinois
$229K
EIM
1921
Essex Investment Management
Massachusetts
$228K
ACGA
1922
Atlanta Consulting Group Advisors
Georgia
$228K
MCM
1923
Manchester Capital Management
Vermont
$228K
FFG
1924
Floyd Financial Group
Missouri
$228K
PMSA
1925
Patrick M. Sweeney & Associates
Illinois
$228K