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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
NHT
2001
New Hampshire Trust
New Hampshire
$204K
Financial Engines Advisors
2002
Financial Engines Advisors
California
$204K
HCG
2003
Haven Capital Group
California
$204K
SLWA
2004
San Luis Wealth Advisors
California
$204K
EL
2005
EWA LLC
Pennsylvania
$204K
SFS
2006
Sharp Financial Services
Pennsylvania
$203K
HWMT
2007
Heritage Wealth Management (Texas)
Texas
$203K
PWP
2008
Private Wealth Partners
California
$203K
PA
2009
PFG Advisors
Arizona
$203K
LB
2010
Legacy Bridge
Iowa
$202K
BWM
2011
BankPlus Wealth Management
Mississippi
$202K
CA
2012
Chatterton & Associates
California
$202K
AFG
2013
Artesa Financial Group
Texas
$202K
KJWM
2014
Kiley Juergens Wealth Management
Washington
$201K
WT
2015
Whittier Trust
California
$201K
WPP
2016
Whalerock Point Partners
Rhode Island
$201K
MCA
2017
Millennium Capital Advisors
Arkansas
$201K
PPW
2018
Parcion Private Wealth
Washington
$200K
PCM
2019
Presidio Capital Management
California
$200K
OA
2020
Oasis Advisors
Iowa
$200K
MWPCG
2021
Measured Wealth Private Client Group
New Hampshire
$196K
TTIC
2022
Tower Trust & Investment Company
Iowa
$194K
EC
2023
Elequin Capital
New York
$191K
OSNBOA
2024
Old Second National Bank of Aurora
Illinois
$190K
MUMSS
2025
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K