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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
Loomis, Sayles & Company
2201
Loomis, Sayles & Company
Massachusetts
$27.8K
PWMG
2202
Prestige Wealth Management Group
New Jersey
$27.6K
1CP
2203
1015 Capital Partners
Pennsylvania
$26.8K
T
2204
Tidemark
California
$26.7K
CWP
2205
Clark Wealth Partners
Illinois
$25.8K
SA
2206
Scarborough Advisors
Maryland
$25K
EA
2207
Evergreen Advisors
Tennessee
$24.7K
BW
2208
Basepoint Wealth
Iowa
$24.5K
BIA
2209
Bell Investment Advisors
California
$24.4K
MWA
2210
Miller Wealth Advisors
Colorado
$24.1K
LFASL
2211
Lugano Financial Advisors SA (LFA)
Switzerland
$23.7K
MAM
2212
Marquette Asset Management
Minnesota
$23.7K
QWM
2213
Quaker Wealth Management
New Jersey
$23.1K
BA
2214
Blueline Advisors
New Hampshire
$23K
WGL
2215
Wellington Grp LLC
Indiana
$22.8K
NECFA
2216
New England Capital Financial Advisors
Connecticut
$22.7K
KFA
2217
Kelleher Financial Advisors
New York
$22K
SIC
2218
SJS Investment Consulting
Ohio
$21.9K
FDW
2219
Fourth Dimension Wealth
Ohio
$21.7K
WWM
2220
Wolff Wiese Magana
California
$21.2K
JFGIW
2221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.6K
WAG
2222
Wilkerson Advisory Group
Missouri
$20.6K
PWMG
2223
Private Wealth Management Group
New Jersey
$20.4K
SGFG
2224
Silver Grove Financial Group
New York
$20.1K
WTA
2225
Washington Trust Advisors
Massachusetts
$19.3K