Exchange Traded Concepts Boosts Stake in Southern Company

Asset manager increases holdings in major utility provider by 73.6%

Mar. 28, 2026 at 8:36am

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Exchange Traded Concepts LLC, an institutional investor, has increased its stake in Southern Company (NYSE: SO) by 73.6% in the fourth quarter of 2025, according to a recent SEC filing. The asset manager now owns 270,321 shares of the utilities provider, valued at $23.6 million.

Why it matters

This transaction reflects growing institutional interest in Southern Company, one of the largest electric and gas utility companies in the United States. The increase in Exchange Traded Concepts' position suggests the firm sees long-term value in Southern's regulated utility assets and stable dividend payouts.

The details

According to the 13F filing, Exchange Traded Concepts purchased an additional 114,601 shares of Southern Company during the fourth quarter. This brings the firm's total holdings in the utility to 270,321 shares. Southern Company operates electric and natural gas utilities across the Southeast, serving millions of residential, commercial and industrial customers.

  • Exchange Traded Concepts filed the 13F report disclosing the increased stake on March 28, 2026.
  • The firm purchased the additional 114,601 shares of Southern Company during the fourth quarter of 2025.

The players

Exchange Traded Concepts LLC

An institutional investment manager that oversees over $5 billion in assets, with a focus on exchange-traded funds and other passive investment strategies.

Southern Company (NYSE: SO)

A major electric and natural gas utility company serving customers across the southeastern United States, with regulated utility subsidiaries in Georgia, Alabama and Mississippi.

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What’s next

Investors will be watching to see if Exchange Traded Concepts continues to increase its position in Southern Company in future quarters, which could signal growing institutional confidence in the utility's long-term prospects.

The takeaway

This transaction highlights the appeal of Southern Company's stable, regulated utility business model to institutional investors seeking exposure to the power and gas sectors. The increase in Exchange Traded Concepts' stake suggests the firm views Southern as a solid long-term investment.