HF Advisory Group Boosts Holdings in Southern Company

Institutional investor increases stake in major utility provider

Apr. 2, 2026 at 11:13am

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HF Advisory Group LLC, a financial advisory firm, has increased its holdings in shares of Southern Company (NYSE: SO) by 57.4% in the fourth quarter, according to a recent 13F filing with the SEC. The firm now owns 50,551 shares of the utilities provider's stock, valued at $4.4 million.

Why it matters

Southern Company is one of the largest electric and gas utility companies in the United States, serving customers across the Southeast. Institutional investors closely monitor changes in ownership of major utility stocks as they can signal broader market trends and investor sentiment.

The details

According to the 13F filing, HF Advisory Group acquired an additional 18,431 shares of Southern Company during the fourth quarter, bringing its total holdings to 50,551 shares. This represents a 57.4% increase in the firm's position in the utility stock. Southern Company's shares have traded in the $83 to $101 range over the past 52 weeks.

  • HF Advisory Group filed its 13F report for the fourth quarter on April 2, 2026.
  • The firm increased its Southern Company holdings during the fourth quarter of 2025.

The players

HF Advisory Group LLC

A financial advisory firm that manages investments and provides wealth management services.

Southern Company (The)

A major electric and gas utility company serving customers across the southeastern United States.

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The takeaway

The increase in HF Advisory Group's stake in Southern Company suggests the firm sees continued growth potential in the utility provider, which could signal broader investor confidence in the company's operations and future prospects.