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Southern Company
SO

Overview Fund Activity

2,147 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 924 increasing their positions, 722 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.8%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
128
Increased
924
Reduced
722
Closed
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.33B
3
BlackRock
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
Soroban Capital Partners
New York
$376M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.73B +$156M +1,694,066 +2%
BlackRock
2
BlackRock
New York
$8.01B +$259M +2,823,251 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33B +$494M +5,379,090 +8%
State Street
4
State Street
Massachusetts
$5.43B +$65.9M +718,012 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.38B +$22.1M +241,572 +0.9%
Capital International Investors
6
Capital International Investors
California
$2.38B +$11M +120,040 +0.5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.27B -$393M -4,280,489 -15%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.87B -$77.8M -846,719 -4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.61B +$244M +2,659,780 +18%
Franklin Resources
10
Franklin Resources
California
$1.29B -$85.4M -929,994 -6%
Morgan Stanley
11
Morgan Stanley
New York
$1.18B +$60.2M +655,173 +5%
Norges Bank
12
Norges Bank
Norway
$1.18B +$1.18B +12,846,730 New
Northern Trust
13
Northern Trust
Illinois
$972M -$30M -326,830 -3%
Ameriprise
14
Ameriprise
Minnesota
$896M +$42.3M +460,337 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$859M +$21.1M +229,964 +3%
Bank of America
16
Bank of America
North Carolina
$769M -$69.5M -756,381 -8%
Legal & General Group
17
Legal & General Group
United Kingdom
$757M -$15.8M -171,800 -2%
Capital World Investors
18
Capital World Investors
California
$733M +$733M +7,981,421 New
Goldman Sachs
19
Goldman Sachs
New York
$665M -$9.58M -104,351 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$656M -$30.7M -333,919 -4%
Charles Schwab
21
Charles Schwab
California
$622M +$8.07M +87,891 +1%
UBS AM
22
UBS AM
Illinois
$591M +$155M +1,683,622 +35%
NL
23
Nuveen LLC
North Carolina
$472M -$37.2M -404,845 -7%
Invesco
24
Invesco
Georgia
$468M +$11.1M +120,523 +2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$385M -$66.2M -720,825 -15%
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