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Southern Company
SO

2,357 hedge funds and large institutions have $76.2B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 981 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 100

63% more funds holding in top 10

Funds holding in top 10: 16 → 26 (+10)

36% more call options, than puts

Call options by funds: $490M | Put options by funds: $360M

25% more repeat investments, than reductions

Existing positions increased: 981 | Existing positions reduced: 782

9% more capital invested

Capital invested by funds: $69.6B → $76.2B (+$6.61B)

4% more funds holding

Funds holding: 2,268 → 2,357 (+89)

0.75% less ownership

Funds ownership: 72.44% → 71.69% (-0.75%)

Holders
2,357
Holders Change
+89
Holders Change %
+3.92%
% of All Funds
28.84%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
226
Increased
981
Reduced
782
Closed
100
Calls
$490M
Puts
$360M
Net Calls
+$130M
Net Calls Change
-$222M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.4B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$182M
3
BlackRock
BlackRock
New York
+$167M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$166M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$153M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.71B
2
Capital International Investors
Capital International Investors
California
-$912M
3
SCP
Soroban Capital Partners
New York
-$344M
4
Squarepoint
Squarepoint
New York
-$123M
5
Renaissance Technologies
Renaissance Technologies
New York
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2326
Strategic Advocates
Utah
$4.54K -$9.81K -106 -69%
WA
2327
WestEnd Advisors
North Carolina
$4.54K – – –
TFGT
2328
TS Financial Group (TSFG)
Illinois
$4K – – –
IPS
2329
Investors Portfolio Services
Washington
$3.93K +$1.02K +11 +35%
DPW
2330
DiNuzzo Private Wealth
Pennsylvania
$3.77K – – –
CIAS
2331
CBIZ Investment Advisory Services
Ohio
$2.99K -$16.2K -175 -85%
RIAS
2332
Rachor Investment Advisory Services
Michigan
$2.92K +$2.77K +30 New
HCM
2333
Hollencrest Capital Management
California
$2.9K – – –
TBFA
2334
Three Bearings Fiduciary Advisors
New Hampshire
$2.41K – – –
IWS
2335
Intentional Wealth Strategies
Colorado
$2.41K +$2.31K +25 New
CA
2336
Crewe Advisors
Utah
$2.32K -$185 -2 -8%
OCM
2337
Osbon Capital Management
Massachusetts
$2.22K – – –
HC
2338
Hara Capital
Washington
$2.12K – – –
ECM
2339
Estabrook Capital Management
New York
$2.12K +$2.04K +22 New
ATC
2340
Advantage Trust Company
Kansas
$2.03K – – –
WCM
2341
Winthrop Capital Management
Indiana
$2K – – –
YAL
2342
Your Advocates Ltd
Texas
$1.96K – – –
1L
2343
10Elms LLP
Oklahoma
$1.93K – – –
MWM
2344
Mascoma Wealth Management
New Hampshire
$1.74K – – –
PWA
2345
Portus Wealth Advisors
North Carolina
$1.45K +$1.39K +15 New
OCM
2346
Orion Capital Management
California
$1.35K – – –
GFA
2347
Godfrey Financial Associates
New York
$1.06K – – –
MHIP
2348
Mountain Hill Investment Partners
New Jersey
$1.04K – – –
HFM
2349
Harvest Fund Management
China
$1K – – –
HIA
2350
HFM Investment Advisors
New Jersey
$869 – – –
92 93
94
95 96

SO Hedge Fund Activity: Q1 2026 in Review

2,357 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2026, worth a combined $76.2B — up 9.5% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new SO positions and 100 closed out — a net gain of 126 holders — while 981 added to existing stakes and 782 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.4B. The largest seller was JP Morgan Chase, cutting an estimated $1.71B.

  • 2,357 institutional investors held Southern Company (SO) as of Q1 2026, up from 2,268 in Q4 2025.
  • Funds reported $76.2B of Southern Company stock for Q1 2026, up 9.5% quarter-over-quarter.
  • 226 funds opened new Southern Company positions in Q1 2026 and 100 closed out, a net change of +126 holders.
  • The largest Southern Company buyer in Q1 2026 was Capital World Investors, an estimated $1.4B added.
  • The largest Southern Company seller in Q1 2026 was JP Morgan Chase, an estimated $1.71B sold.

Based on aggregated 13F filings for Q1 2026.