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Southern Company
SO

Overview Fund Activity

2,174 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

Holders
2,174
Holders Change
+76
Holders Change %
+3.62%
% of All Funds
29.54%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
225
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.85B
2
NL
2
Nuveen LLC
North Carolina
$510M
3
SCP
3
Soroban Capital Partners
New York
$205M
4
Citadel Advisors
4
Citadel Advisors
Florida
$224M
5
Bank of America
5
Bank of America
North Carolina
$839M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$4.7M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Capital International Investors
3
Capital International Investors
California
$2.37B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$17.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$675M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.58B 104,210,177 +1,419,724 +1%
BlackRock
2
BlackRock
New York
$7.76B 84,350,869 +609,057 +0.7%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.85B 63,584,936 +7,777,361 +14%
State Street
4
State Street
Massachusetts
$5.37B 58,398,523 +752,274 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.67B 29,021,953 +805,977 +3%
Capital International Investors
6
Capital International Investors
California
$2.37B 25,771,200 -1,472,917 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.36B 25,765,347 +715,138 +3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.95B 21,178,566 -741,841 -3%
Franklin Resources
9
Franklin Resources
California
$1.37B 14,945,715 +846,287 +6%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.37B 14,866,776 -1,009,664 -6%
Morgan Stanley
11
Morgan Stanley
New York
$1.12B 12,205,990 +714,163 +6%
Northern Trust
12
Northern Trust
Illinois
$1B 10,912,663 +107,394 +1%
Ameriprise
13
Ameriprise
Minnesota
$854M 9,292,773 +23,095 +0.2%
Bank of America
14
Bank of America
North Carolina
$839M 9,125,702 +1,927,867 +27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$839M 9,121,715 +645,717 +8%
Legal & General Group
16
Legal & General Group
United Kingdom
$774M 8,418,784 +110,731 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$688M 7,477,731 -155,875 -2%
Goldman Sachs
18
Goldman Sachs
New York
$675M 7,342,797 -1,084,944 -13%
Charles Schwab
19
Charles Schwab
California
$614M 6,680,776 +81,066 +1%
NL
20
Nuveen LLC
North Carolina
$510M 5,548,980 +5,548,980 New
Invesco
21
Invesco
Georgia
$458M 4,979,444 -345,850 -6%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$452M 4,918,168 -89,871 -2%
UBS Group
23
UBS Group
Switzerland
$440M 4,790,415 -574,681 -11%
UBS AM
24
UBS AM
Illinois
$437M 4,756,701 -452,171 -9%
Wells Fargo
25
Wells Fargo
California
$368M 3,997,628 +314,492 +9%
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