SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Meiji Yasuda Life Insurance#1001 · 11,951 sh | 11,951 | $1.1M | 0.04% | 0.0% |
| 1002 | Allegheny Financial Group LTD#1002 · 11,942 sh | 11,942 | $1.1M | 0.12% | +0.1% |
| 1003 | INFRASTRUCTURE CAPITAL ADVISORS#1003 · 11,853 sh | 11,853 | $1.1M | 0.07% | +258.6% |
| 1004 | TIAA Wealth Investment Management#1004 · 11,820 sh | 11,820 | $1.1M | <0.01% | -2.1% |
| 1005 | Raleigh Capital Management#1005 · 11,786 sh | 11,786 | $1.1M | 0.36% | +0.4% |
| 1006 | MAINSAIL ASSET MANAGEMENT#1006 · 11,772 sh | 11,772 | $1.1M | — | +12.9% |
| 1007 | DELTA ASSET MANAGEMENT#1007 · 11,711 sh | 11,711 | $1.1M | 0.10% | -2.7% |
| 1008 | Turtle Creek Wealth Advisors#1008 · 11,675 sh | 11,675 | $1.1M | — | -2.0% |
| 1009 | Cornerstone Planning#1009 · 11,645 sh | 11,645 | $1.1M | 0.26% | +1.3% |
| 1010 | GC Wealth Management RIA#1010 · 11,552 sh | 11,552 | $1.1M | 0.06% | +1.5% |
| 1011 | III Capital Management#1011 · 1,089,000 sh | 1,089,000 | $1.1M | 0.28% | New |
| 1012 | Rithm Capital#1012 · 11,500 sh | 11,500 | $1.1M | 1.35% | 0.0% |
| 1013 | Balboa Wealth Partners#1013 · 26,301 sh | 26,301 | $1.1M | — | -40.5% |
| 1014 | ADIRONDACK#1014 · 11,470 sh | 11,470 | $1.1M | — | -0.4% |
| 1015 | BURNEY#1015 · 11,467 sh | 11,467 | $1.1M | — | 0.0% |
| 1016 | AFT, FORSYTH & COMPANY#1016 · 11,423 sh | 11,423 | $1.1M | 0.53% | 0.0% |
| 1017 | Texas Bank#1017 · 11,421 sh | 11,421 | $1.1M | 0.36% | +1.9% |
| 1018 | HRT FINANCIAL#1018 · 21,910 sh | 21,910 | $1.1M | <0.01% | +895.9% |
| 1019 | Navigate Wealth Management#1019 · 11,410 sh | 11,410 | $1.1M | — | +5.9% |
| 1020 | Modera Wealth Management#1020 · 11,360 sh | 11,360 | $1.1M | 0.01% | -6.1% |
| 1021 | Wagner Wealth Management#1021 · 11,286 sh | 11,286 | $1.1M | — | +1.3% |
| 1022 | Jaffetilchin Investment Partners#1022 · 11,215 sh | 11,215 | $1.1M | 0.06% | -1.2% |
| 1023 | WIREGRASS INVESTMENT MANAGEMENT#1023 · 11,209 sh | 11,209 | $1.1M | 0.73% | +2.1% |
| 1024 | Montecito Bank#1024 · 11,160 sh | 11,160 | $1.1M | — | +2.6% |
| 1025 | ATLas Financial Planning#1025 · 11,156 sh | 11,156 | $1.1M | 0.87% | -0.2% |
| 1026 | Union Bancaire Privee, UBP SA#1026 · 11,483 sh | 11,483 | $1.1M | 0.01% | -49.4% |
| 1027 | Meadowbrook Advisors Group#1027 · 11,075 sh | 11,075 | $1.1M | 0.57% | -44.6% |
| 1028 | B. Riley Wealth Advisors#1028 · 10,899 sh | 10,899 | $1.1M | — | -0.8% |
| 1029 | Kuhn & Investment Counsel#1029 · 11,003 sh | 11,003 | $1.1M | 0.61% | +0.2% |
| 1030 | Resurgent Financial Advisors#1030 · 10,991 sh | 10,991 | $1.1M | 0.29% | +132.7% |
| 1031 | TRUSTCO BANK N Y#1031 · 10,940 sh | 10,940 | $1.0M | 0.76% | +10.3% |
| 1032 | Belpointe Asset Management#1032 · 10,930 sh | 10,930 | $1.0M | 0.03% | -2.6% |
| 1033 | Strategic Blueprint#1033 · 10,888 sh | 10,888 | $1.0M | — | +2.2% |
| 1034 | Xcel Wealth Management#1034 · 10,872 sh | 10,872 | $1.0M | — | -1.6% |
| 1035 | Elyxium Wealth#1035 · 10,861 sh | 10,861 | $1.0M | — | New |
| 1036 | SILVERLAKE WEALTH MANAGEMENT#1036 · 10,839 sh | 10,839 | $1.0M | — | +0.1% |
| 1037 | Chesley Taft & Associates#1037 · 10,822 sh | 10,822 | $1.0M | — | +0.4% |
| 1038 | RESOURCES MANAGEMENT /CT#1038 · 10,798 sh | 10,798 | $1.0M | 0.13% | -1.4% |
| 1039 | Members#1039 · 10,789 sh | 10,789 | $1.0M | 0.03% | +8.0% |
| 1040 | AMI ASSET MANAGEMENT#1040 · 10,769 sh | 10,769 | $1.0M | — | +2.1% |
| 1041 | NWAM#1041 · 10,766 sh | 10,766 | $1.0M | 0.05% | -2.1% |
| 1042 | Second Line Capital#1042 · 10,754 sh | 10,754 | $1.0M | 0.19% | -6.1% |
| 1043 | RFP Financial Group#1043 · 10,730 sh | 10,730 | $1.0M | 0.46% | -50.0% |
| 1044 | Wilmington Savings Fund Society, FSB#1044 · 10,646 sh | 10,646 | $1.0M | — | +0.1% |
| 1045 | KPP Advisory Services#1045 · 10,635 sh | 10,635 | $1.0M | — | -0.6% |
| 1046 | MARTINGALE ASSET MANAGEMENT L P#1046 · 10,619 sh | 10,619 | $1.0M | 0.02% | +43.1% |
| 1047 | Bryn Mawr Advisors#1047 · 10,610 sh | 10,610 | $1.0M | 0.04% | +0.3% |
| 1048 | PATTON ALBERTSON MILLER GROUP#1048 · 10,605 sh | 10,605 | $1.0M | — | -0.3% |
| 1049 | 1620 INVESTMENT ADVISORS#1049 · 10,600 sh | 10,600 | $1.0M | 0.63% | -7.2% |
| 1050 | CIGNA INVESTMENTS#1050 · 10,577 sh | 10,577 | $1.0M | — | +0.1% |
| 1051 | Leisure Capital Management#1051 · 10,554 sh | 10,554 | $1.0M | 0.32% | +0.5% |
| 1052 | Pine Valley Investments Ltd Liability#1052 · 10,537 sh | 10,537 | $1.0M | 0.04% | +2.6% |
| 1053 | Krilogy Financial#1053 · 10,518 sh | 10,518 | $1.0M | — | +7.5% |
| 1054 | 1834 INVESTMENT ADVISORS#1054 · 10,518 sh | 10,518 | $1.0M | — | 0.0% |
| 1055 | West Family Investments#1055 · 10,508 sh | 10,508 | $1.0M | 0.29% | -1.2% |
| 1056 | KENNEDY INVESTMENT GROUP#1056 · 10,501 sh | 10,501 | $1.0M | — | 0.0% |
| 1057 | BRADLEY FOSTER & SARGENT#1057 · 10,495 sh | 10,495 | $1.0M | 0.01% | +4.0% |
| 1058 | Acorn Wealth Advisors#1058 · 10,468 sh | 10,468 | $1.0M | — | +0.5% |
| 1059 | OneAscent Financial Services#1059 · 10,467 sh | 10,467 | $1.0M | 0.05% | -7.9% |
| 1060 | SeaCrest Wealth Management#1060 · 10,461 sh | 10,461 | $1.0M | — | +2.8% |
| 1061 | St. Johns Investment Management Company#1061 · 10,454 sh | 10,454 | $1.0M | 0.38% | +1.4% |
| 1062 | RS CRUM#1062 · 10,413 sh | 10,413 | $996.6K | — | -7.4% |
| 1063 | HBW Advisory Services#1063 · 10,408 sh | 10,408 | $996.2K | — | +1.7% |
| 1064 | RICHARDS, MERRILL & PETERSON#1064 · 10,402 sh | 10,402 | $995.6K | — | -0.8% |
| 1065 | WASHINGTON#1065 · 10,402 sh | 10,402 | $995.6K | — | 0.0% |
| 1066 | Smith, Salley & Associates#1066 · 10,380 sh | 10,380 | $993.5K | 0.04% | -1.4% |
| 1067 | Caitong International Asset Management , Ltd#1067 · 10,346 sh | 10,346 | $990.2K | 0.14% | New |
| 1068 | REUTER JAMES WEALTH MANAGEMENT#1068 · 10,333 sh | 10,333 | $989.0K | — | +4.0% |
| 1069 | WALTER & KEENAN WEALTH MANAGEMENT /IN#1069 · 10,330 sh | 10,330 | $988.7K | 0.24% | +2.0% |
| 1070 | Avanza Fonder AB#1070 · 10,296 sh | 10,296 | $985.4K | — | +649.9% |
| 1071 | Avidian Wealth Solutions#1071 · 10,153 sh | 10,153 | $971.8K | — | +27.8% |
| 1072 | Patten Group#1072 · 10,142 sh | 10,142 | $970.7K | — | +29.4% |
| 1073 | Investment Planning Advisors#1073 · 10,123 sh | 10,123 | $968.8K | — | +33.7% |
| 1074 | ROGCO#1074 · 10,115 sh | 10,115 | $968.1K | 0.30% | -1.8% |
| 1075 | iSAM Funds (UK) Ltd#1075 · 10,100 sh | 10,100 | $966.7K | 0.68% | -59.3% |
| 1076 | Cerro Pacific Wealth Advisors#1076 · 10,083 sh | 10,083 | $965.0K | — | +6.5% |
| 1077 | Kingsman Wealth Management#1077 · 10,062 sh | 10,062 | $963.0K | — | 0.0% |
| 1078 | Investment Partners Asset Management#1078 · 10,038 sh | 10,038 | $960.7K | — | 0.0% |
| 1079 | Huber Capital Management#1079 · 10,018 sh | 10,018 | $958.8K | 0.14% | 0.0% |
| 1080 | HOME FEDERAL BANK OF TENNESSEE#1080 · 9,995 sh | 9,995 | $956.6K | — | +1.5% |
| 1081 | Claro Advisors#1081 · 9,987 sh | 9,987 | $955.8K | 0.10% | -0.1% |
| 1082 | CLIFFORD SWAN INVESTMENT COUNSEL#1082 · 9,973 sh | 9,973 | $954.5K | 0.03% | -8.1% |
| 1083 | MARCO INVESTMENT MANAGEMENT#1083 · 9,966 sh | 9,966 | $953.8K | 0.06% | 0.0% |
| 1084 | Patriot Financial Group Insurance Agency#1084 · 9,943 sh | 9,943 | $951.6K | — | +61.5% |
| 1085 | Field & Main Bank#1085 · 9,940 sh | 9,940 | $951.4K | 0.20% | -2.1% |
| 1086 | HM PAYSON#1086 · 9,929 sh | 9,929 | $950.3K | 0.01% | 0.0% |
| 1087 | Thompson David Blair#1087 · 9,909 sh | 9,909 | $948.4K | 0.47% | +15.7% |
| 1088 | Sunburst Financial Group#1088 · 9,909 sh | 9,909 | $948.4K | — | +0.1% |
| 1089 | McGlone Suttner Wealth Management#1089 · 9,850 sh | 9,850 | $942.8K | — | +3.9% |
| 1090 | Engineers Gate Manager#1090 · 9,821 sh | 9,821 | $940.0K | 0.01% | +45.5% |
| 1091 | EXCALIBUR MANAGEMENT#1091 · 9,819 sh | 9,819 | $939.8K | 0.31% | +0.8% |
| 1092 | GSA CAPITAL PARTNERS LLP#1092 · 9,794 sh | 9,794 | $937.0K | 0.06% | +21.7% |
| 1093 | Pure Financial Advisors#1093 · 9,781 sh | 9,781 | $936.2K | 0.01% | +22.8% |
| 1094 | PLIMOTH#1094 · 9,687 sh | 9,687 | $927.1K | — | -0.3% |
| 1095 | PANAGORA ASSET MANAGEMENT#1095 · 9,662 sh | 9,662 | $924.8K | <0.01% | -72.3% |
| 1096 | First County Bank#1096 · 9,656 sh | 9,656 | $924.2K | — | -1.8% |
| 1097 | Monument Capital Management#1097 · 9,647 sh | 9,647 | $923.3K | — | New |
| 1098 | BARTLETT & WEALTH MANAGEMENT#1098 · 9,624 sh | 9,624 | $921.1K | 0.01% | +0.5% |
| 1099 | Ancora Advisors#1099 · 9,617 sh | 9,617 | $920.4K | 0.02% | -12.4% |
| 1100 | SOUTHERN MICHIGAN BANK &#1100 · 9,568 sh | 9,568 | $915.8K | — | -0.5% |
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.