SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 10)
2,418 institutional investment managers reported a SO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $84.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SO 13F holders ranked 901–1,000 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Parallel Advisors#901 · 15,168 sh | 15,168 | $1.5M | 0.02% | +1.4% |
| 902 | Powers Advisory Group#902 · 15,114 sh | 15,114 | $1.4M | — | -0.8% |
| 903 | SILVERCREST ASSET MANAGEMENT GROUP#903 · 15,076 sh | 15,076 | $1.4M | <0.01% | +0.2% |
| 904 | EPG Wealth Management#904 · 14,930 sh | 14,930 | $1.4M | 0.34% | -5.5% |
| 905 | TCG Advisory Services#905 · 14,906 sh | 14,906 | $1.4M | 0.03% | -1.8% |
| 906 | ELEVATE WEALTH ADVISORY#906 · 14,882 sh | 14,882 | $1.4M | 0.81% | -0.2% |
| 907 | Venturi Wealth Management#907 · 14,699 sh | 14,699 | $1.4M | 0.05% | -1.0% |
| 908 | SILVER OAK SECURITIES#908 · 14,652 sh | 14,652 | $1.4M | 0.09% | -15.4% |
| 909 | Valmark Advisers#909 · 14,645 sh | 14,645 | $1.4M | 0.01% | +11.2% |
| 910 | Core Capital Management & Research#910 · 15,718 sh | 15,718 | $1.4M | 0.73% | — |
| 911 | Mesirow Financial Investment Management#911 · 14,586 sh | 14,586 | $1.4M | 0.02% | +6.0% |
| 912 | SPRENG CAPITAL MANAGEMENT#912 · 14,520 sh | 14,520 | $1.4M | 0.51% | -0.7% |
| 913 | Investor's Fiduciary Advisor Network#913 · 14,397 sh | 14,397 | $1.4M | 0.47% | -17.1% |
| 914 | Diversify Advisory Services#914 · 14,219 sh | 14,219 | $1.4M | — | New |
| 915 | DIVERSIFY WEALTH MANAGEMENT#915 · 14,219 sh | 14,219 | $1.4M | — | +4.0% |
| 916 | LAZARD ASSET MANAGEMENT#916 · 18,753,956 sh | 18,753,956 | $1.4M | <0.01% | +156.6% |
| 917 | BRADY FAMILY WEALTH#917 · 14,186 sh | 14,186 | $1.4M | 0.39% | 0.0% |
| 918 | SYON CAPITAL#918 · 14,161 sh | 14,161 | $1.4M | 0.06% | +34.6% |
| 919 | TI#919 · 14,160 sh | 14,160 | $1.4M | — | 0.0% |
| 920 | Symphony Financial, Ltd.#920 · 13,946 sh | 13,946 | $1.3M | — | +12.9% |
| 921 | BRIA Capital Group#921 · 14,084 sh | 14,084 | $1.3M | — | New |
| 922 | Prosperity Consulting Group#922 · 14,053 sh | 14,053 | $1.3M | 0.05% | +5.5% |
| 923 | Wealthspire Advisors#923 · 14,045 sh | 14,045 | $1.3M | <0.01% | +6.9% |
| 924 | PHILADELPHIA#924 · 14,020 sh | 14,020 | $1.3M | 0.09% | -1.9% |
| 925 | Berkeley Capital Partners#925 · 14,004 sh | 14,004 | $1.3M | 0.28% | +2.6% |
| 926 | NLB Skladi, upravljanje premozenja, d.o.o.#926 · 14,000 sh | 14,000 | $1.3M | — | 0.0% |
| 927 | PARK NATIONAL#927 · 13,976 sh | 13,976 | $1.3M | — | +7.3% |
| 928 | Detalus Advisors#928 · 13,936 sh | 13,936 | $1.3M | — | +0.7% |
| 929 | Kiker Wealth Management#929 · 13,929 sh | 13,929 | $1.3M | 0.52% | -1.4% |
| 930 | Retirement Planning of New England#930 · 13,907 sh | 13,907 | $1.3M | — | -0.4% |
| 931 | NewEdge Wealth#931 · 13,889 sh | 13,889 | $1.3M | 0.01% | +34.8% |
| 932 | PERSONAL CFO SOLUTIONS#932 · 13,859 sh | 13,859 | $1.3M | 0.19% | +0.2% |
| 933 | Farmers & Merchants of Long Beach#933 · 13,819 sh | 13,819 | $1.3M | — | 0.0% |
| 934 | Keystone Financial Group#934 · 13,698 sh | 13,698 | $1.3M | 0.08% | -0.1% |
| 935 | DMC Group#935 · 13,696 sh | 13,696 | $1.3M | — | -17.8% |
| 936 | AssuredPartners Investment Advisors#936 · 13,670 sh | 13,670 | $1.3M | 0.13% | +7.3% |
| 937 | Meiji Yasuda Asset Management Ltd.#937 · 13,631 sh | 13,631 | $1.3M | 0.06% | +1.2% |
| 938 | MONECO Advisors#938 · 13,562 sh | 13,562 | $1.3M | 0.08% | +29.4% |
| 939 | Glen Eagle Advisors#939 · 13,525 sh | 13,525 | $1.3M | 0.16% | -0.3% |
| 940 | Autumn Glory Partners#940 · 13,504 sh | 13,504 | $1.3M | — | +0.1% |
| 941 | MITCHELL SINKLER & STARR#941 · 13,498 sh | 13,498 | $1.3M | — | 0.0% |
| 942 | CFS Investment Advisory Services#942 · 13,138 sh | 13,138 | $1.3M | — | +0.7% |
| 943 | XML Financial#943 · 13,443 sh | 13,443 | $1.3M | 0.09% | -14.4% |
| 944 | FIRETHORN WEALTH PARTNERS#944 · 13,420 sh | 13,420 | $1.3M | — | -3.2% |
| 945 | Bank#945 · 13,419 sh | 13,419 | $1.3M | — | 0.0% |
| 946 | Lionhunter Capital Management#946 · 13,367 sh | 13,367 | $1.3M | 0.58% | — |
| 947 | Dougherty & Associates#947 · 13,312 sh | 13,312 | $1.3M | 1.02% | +5.5% |
| 948 | Wiser Wealth Management#948 · 13,296 sh | 13,296 | $1.3M | — | +120.7% |
| 949 | Constitution Capital#949 · 13,275 sh | 13,275 | $1.3M | — | -2.9% |
| 950 | MAGNOLIA CAPITAL ADVISORS#950 · 13,272 sh | 13,272 | $1.3M | 0.22% | +4.0% |
| 951 | Asset Advisors Investment Management#951 · 13,263 sh | 13,263 | $1.3M | — | 0.0% |
| 952 | Asset Planning#952 · 13,242 sh | 13,242 | $1.3M | — | +2.9% |
| 953 | Farmers National Bank#953 · 13,236 sh | 13,236 | $1.3M | 0.26% | -7.2% |
| 954 | Intesa Sanpaolo S.p.A.#954 · 13,118 sh | 13,118 | $1.3M | 0.04% | +9.3% |
| 955 | SIMPLEX TRADING#955 · 13,084 sh | 13,084 | $1.3M | <0.01% | New |
| 956 | NATIONS FINANCIAL GROUP , /IA#956 · 13,080 sh | 13,080 | $1.3M | 0.06% | +9.3% |
| 957 | Point#957 · 13,072 sh | 13,072 | $1.3M | 0.11% | +3.8% |
| 958 | BURKE & HERBERT BANK#958 · 13,050 sh | 13,050 | $1.2M | 0.31% | 0.0% |
| 959 | MARINO, STRAM & ASSOCIATES#959 · 13,046 sh | 13,046 | $1.2M | — | +1.4% |
| 960 | ForthRight Wealth Management#960 · 13,028 sh | 13,028 | $1.2M | 0.32% | +1.6% |
| 961 | BURNS J W#961 · 13,025 sh | 13,025 | $1.2M | — | -1.6% |
| 962 | FARMERS & MERCHANTS INVESTMENTS#962 · 13,000 sh | 13,000 | $1.2M | — | +0.1% |
| 963 | GRIMES & WEALTH MANAGEMENT#963 · 12,995 sh | 12,995 | $1.2M | 0.03% | -0.4% |
| 964 | CHATHAM CAPITAL GROUP#964 · 12,969 sh | 12,969 | $1.2M | — | -1.1% |
| 965 | OUTFITTERS FINANCIAL#965 · 12,900 sh | 12,900 | $1.2M | — | +30.4% |
| 966 | GoalVest Advisory#966 · 12,870 sh | 12,870 | $1.2M | — | +0.1% |
| 967 | Markowski Investments#967 · 12,869 sh | 12,869 | $1.2M | 0.27% | — |
| 968 | Blue Fin Capital#968 · 12,854 sh | 12,854 | $1.2M | 0.18% | -2.3% |
| 969 | Tannin Capital#969 · 12,844 sh | 12,844 | $1.2M | 0.81% | +1.5% |
| 970 | Checchi Capital Advisers#970 · 12,816 sh | 12,816 | $1.2M | 0.06% | +4.5% |
| 971 | SPIRIT OF AMERICA MANAGEMENT#971 · 12,800 sh | 12,800 | $1.2M | — | +5.8% |
| 972 | FIDUCIARY#972 · 12,781 sh | 12,781 | $1.2M | 0.01% | +0.5% |
| 973 | INTEGRITY ALLIANCE#973 · 12,715 sh | 12,715 | $1.2M | 0.04% | +13.8% |
| 974 | SCOTIA CAPITAL#974 · 12,712 sh | 12,712 | $1.2M | <0.01% | +127.0% |
| 975 | BANK OF HAWAII#975 · 12,677 sh | 12,677 | $1.2M | 0.06% | +4.0% |
| 976 | JACKSON THORNTON WEALTH MANAGEMENT#976 · 12,664 sh | 12,664 | $1.2M | 0.10% | +19.2% |
| 977 | Widmann Financial Services#977 · 12,641 sh | 12,641 | $1.2M | 0.65% | -0.6% |
| 978 | SRH ADVISORS#978 · 12,592 sh | 12,592 | $1.2M | — | 0.0% |
| 979 | Rehmann Capital Advisory Group#979 · 12,591 sh | 12,591 | $1.2M | 0.06% | +1.0% |
| 980 | CoreCap Advisors#980 · 12,554 sh | 12,554 | $1.2M | — | +7.9% |
| 981 | Haverford#981 · 12,544 sh | 12,544 | $1.2M | 0.01% | +0.5% |
| 982 | Centennial Bank#982 · 12,499 sh | 12,499 | $1.2M | 0.39% | 0.0% |
| 983 | UNITED BANK#983 · 12,492 sh | 12,492 | $1.2M | 0.14% | +8.5% |
| 984 | ROWLANDMILLER & PARTNERS.ADV#984 · 12,403 sh | 12,403 | $1.2M | 0.22% | 0.0% |
| 985 | Financial Security Advisor#985 · 12,337 sh | 12,337 | $1.2M | 0.19% | -4.5% |
| 986 | CVFG#986 · 12,329 sh | 12,329 | $1.2M | 0.12% | -48.2% |
| 987 | GUARDIAN WEALTH ADVISORS, / NC#987 · 12,319 sh | 12,319 | $1.2M | 0.07% | +0.4% |
| 988 | Cassaday & Wealth Management#988 · 12,313 sh | 12,313 | $1.2M | — | -0.3% |
| 989 | Hills Bank#989 · 12,297 sh | 12,297 | $1.2M | 0.05% | -2.9% |
| 990 | Essex Savings Bank#990 · 12,293 sh | 12,293 | $1.2M | — | 0.0% |
| 991 | STABLEFORD CAPITAL II#991 · 12,267 sh | 12,267 | $1.2M | — | +4.3% |
| 992 | NORTH DALLAS BANK#992 · 12,220 sh | 12,220 | $1.2M | 0.69% | 0.0% |
| 993 | TWIN CAPITAL MANAGEMENT#993 · 12,213 sh | 12,213 | $1.2M | 0.13% | +0.1% |
| 994 | Busey Wealth Management#994 · 12,197 sh | 12,197 | $1.2M | — | -7.5% |
| 995 | Archford Capital Strategies#995 · 12,191 sh | 12,191 | $1.2M | — | -0.3% |
| 996 | BlueChip Wealth Advisors#996 · 12,157 sh | 12,157 | $1.2M | 0.44% | -0.6% |
| 997 | United Advisor Group#997 · 12,138 sh | 12,138 | $1.2M | 0.12% | +7.3% |
| 998 | SHEETS SMITH WEALTH MANAGEMENT#998 · 12,049 sh | 12,049 | $1.2M | — | -3.6% |
| 999 | AdvisorNet Financial#999 · 12,048 sh | 12,048 | $1.2M | — | -4.2% |
| 1000 | Sculati Wealth Management#1000 · 12,077 sh | 12,077 | $1.2M | — | -13.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.