SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | EntryPoint Capital#1101 · 9,568 sh | 9,568 | $915.8K | 0.22% | New |
| 1102 | William Allan#1102 · 9,556 sh | 9,556 | $914.6K | — | 0.0% |
| 1103 | COOKSON PEIRCE#1103 · 9,528 sh | 9,528 | $911.9K | 0.03% | 0.0% |
| 1104 | Howard Capital Management Group#1104 · 9,518 sh | 9,518 | $910.9K | — | -1.9% |
| 1105 | COMMERZBANK AKTIENGESELLSCHAFT#1105 · 9,476 sh | 9,476 | $907.0K | 0.02% | -18.7% |
| 1106 | LVW Advisors#1106 · 9,471 sh | 9,471 | $906.5K | — | +14.1% |
| 1107 | EVOLVE PRIVATE WEALTH#1107 · 9,463 sh | 9,463 | $905.7K | 0.06% | +206.1% |
| 1108 | Eagle Strategies#1108 · 9,460 sh | 9,460 | $905.4K | — | +0.1% |
| 1109 | Golden State Wealth Management#1109 · 9,441 sh | 9,441 | $903.7K | 0.08% | +0.1% |
| 1110 | NORRIS PERNE & FRENCH LLP#1110 · 9,436 sh | 9,436 | $903.2K | — | -2.0% |
| 1111 | Dakota Wealth Management#1111 · 9,417 sh | 9,417 | $901.3K | 0.02% | +10.7% |
| 1112 | MONETARY MANAGEMENT GROUP#1112 · 9,407 sh | 9,407 | $900.3K | 0.18% | 0.0% |
| 1113 | Stokes Family Office#1113 · 9,398 sh | 9,398 | $899.5K | 0.10% | -38.2% |
| 1114 | NICOLET BANKSHARES#1114 · 9,315 sh | 9,315 | $892.7K | 0.03% | +1.0% |
| 1115 | Breakwater Capital Group#1115 · 9,323 sh | 9,323 | $892.3K | — | -4.3% |
| 1116 | Mechanics Financial#1116 · 9,301 sh | 9,301 | $890.2K | 0.32% | +4.4% |
| 1117 | Facet Wealth#1117 · 9,249 sh | 9,249 | $885.2K | 0.01% | +208.2% |
| 1118 | Rodgers Brothers#1118 · 9,243 sh | 9,243 | $884.6K | 0.09% | -13.2% |
| 1119 | Abel Hall#1119 · 9,189 sh | 9,189 | $879.4K | — | -6.0% |
| 1120 | HBK Sorce Advisory#1120 · 9,437 sh | 9,437 | $878.6K | 0.02% | +3.5% |
| 1121 | SHUTTLEWORTH#1121 · 9,171 sh | 9,171 | $877.8K | 0.70% | -14.1% |
| 1122 | AFFINITY WEALTH MANAGEMENT#1122 · 9,169 sh | 9,169 | $877.6K | 0.11% | +0.2% |
| 1123 | WOODWARD DIVERSIFIED CAPITAL#1123 · 9,128 sh | 9,128 | $873.6K | — | -1.4% |
| 1124 | Havemeyer Place#1124 · 9,122 sh | 9,122 | $873.1K | 0.09% | -4.6% |
| 1125 | Mendel Money Management#1125 · 9,119 sh | 9,119 | $872.8K | 0.32% | -6.7% |
| 1126 | SALEM INVESTMENT COUNSELORS#1126 · 9,119 sh | 9,119 | $872.8K | — | -2.0% |
| 1127 | CAMBIENT FAMILY OFFICE#1127 · 9,117 sh | 9,117 | $872.6K | 0.11% | -1.1% |
| 1128 | Journey Advisory Group#1128 · 9,105 sh | 9,105 | $871.4K | 0.07% | +2.2% |
| 1129 | PCM Encore#1129 · 9,101 sh | 9,101 | $871.1K | 0.15% | -1.0% |
| 1130 | Chesapeake Wealth Management#1130 · 9,095 sh | 9,095 | $870.5K | 0.24% | +0.9% |
| 1131 | Grove Bank#1131 · 9,093 sh | 9,093 | $870.3K | — | +8.2% |
| 1132 | PENINSULA ASSET MANAGEMENT#1132 · 9,090 sh | 9,090 | $870.0K | 0.42% | 0.0% |
| 1133 | Pinion Investment Advisors#1133 · 9,082 sh | 9,082 | $869.2K | 0.17% | +0.9% |
| 1134 | Shepherd Financial Partners#1134 · 8,995 sh | 8,995 | $860.9K | 0.07% | +0.2% |
| 1135 | Tortuga Wealth Management#1135 · 8,988 sh | 8,988 | $860.3K | — | 0.0% |
| 1136 | Icon Wealth Advisors#1136 · 8,976 sh | 8,976 | $859.1K | 0.05% | +104.3% |
| 1137 | Community Bank of Raymore#1137 · 8,950 sh | 8,950 | $856.6K | — | 0.0% |
| 1138 | Ignite Planners#1138 · 8,924 sh | 8,924 | $854.5K | — | -51.4% |
| 1139 | SVB WEALTH#1139 · 8,927 sh | 8,927 | $854.4K | 0.05% | -8.4% |
| 1140 | Baker Avenue Asset Management#1140 · 8,902 sh | 8,902 | $852.0K | 0.02% | +6.6% |
| 1141 | Davis Capital Management#1141 · 8,898 sh | 8,898 | $851.6K | — | -2.6% |
| 1142 | VISTA CAPITAL PARTNERS#1142 · 8,865 sh | 8,865 | $848.5K | 0.07% | +0.8% |
| 1143 | NORTHEAST INVESTMENT MANAGEMENT#1143 · 8,821 sh | 8,821 | $844.2K | 0.03% | 0.0% |
| 1144 | ABLES, IANNONE, MOORE & ASSOCIATES#1144 · 8,818 sh | 8,818 | $844.1K | — | +5.0% |
| 1145 | Evercore Wealth Management#1145 · 8,817 sh | 8,817 | $843.9K | 0.01% | -1.0% |
| 1146 | Cherokee Insurance#1146 · 8,800 sh | 8,800 | $842.2K | 0.33% | 0.0% |
| 1147 | City State Bank#1147 · 8,788 sh | 8,788 | $841.1K | — | +6.6% |
| 1148 | Hexagon Capital Partners#1148 · 8,777 sh | 8,777 | $840.0K | 0.12% | +3.3% |
| 1149 | CULLEN/FROST BANKERS#1149 · 8,743 sh | 8,743 | $836.8K | <0.01% | -1.0% |
| 1150 | Legacy Wealth Asset Management#1150 · 8,742 sh | 8,742 | $836.7K | — | -0.7% |
| 1151 | Roberts Wealth Advisors#1151 · 8,739 sh | 8,739 | $836.4K | — | +0.6% |
| 1152 | Integrated Advisors Network#1152 · 8,715 sh | 8,715 | $834.1K | — | -0.6% |
| 1153 | THOR TRADING ADVISORS#1153 · 8,707 sh | 8,707 | $833.3K | 0.26% | New |
| 1154 | Insight Inv#1154 · 8,705 sh | 8,705 | $833.2K | — | -2.4% |
| 1155 | Heartland Bank#1155 · 8,704 sh | 8,704 | $833.1K | 0.17% | -7.9% |
| 1156 | North Star Investment Management#1156 · 8,676 sh | 8,676 | $830.3K | 0.05% | +3.0% |
| 1157 | CIDEL ASSET MANAGEMENT#1157 · 8,659 sh | 8,659 | $828.8K | 0.04% | +6.9% |
| 1158 | Centiva Capital#1158 · 8,657 sh | 8,657 | $828.6K | <0.01% | New |
| 1159 | Valley Brook Capital Group#1159 · 8,654 sh | 8,654 | $828.3K | — | +2.4% |
| 1160 | SARD WEALTH MANAGEMENT GROUP#1160 · 8,649 sh | 8,649 | $827.8K | — | +2.1% |
| 1161 | Beaumont Financial Advisors#1161 · 8,647 sh | 8,647 | $827.6K | — | -0.7% |
| 1162 | Shulman DeMeo Asset Management#1162 · 8,639 sh | 8,639 | $826.8K | — | 0.0% |
| 1163 | Trueblood Wealth Management#1163 · 8,597 sh | 8,597 | $822.8K | — | +0.3% |
| 1164 | NorthCrest Asset Manangement#1164 · 8,632 sh | 8,632 | $821.5K | — | +28.6% |
| 1165 | Aviance Capital Partners#1165 · 8,579 sh | 8,579 | $821.1K | 0.09% | +2.4% |
| 1166 | RIA Advisory Group#1166 · 8,573 sh | 8,573 | $820.5K | — | +0.5% |
| 1167 | Northstar Financial Companies#1167 · 8,553 sh | 8,553 | $818.6K | 0.55% | +13.8% |
| 1168 | ARROW FINANCIAL#1168 · 8,547 sh | 8,547 | $818.0K | — | +22.9% |
| 1169 | Howard Capital Management#1169 · 8,531 sh | 8,531 | $816.5K | — | +89.7% |
| 1170 | Roundview Capital#1170 · 8,524 sh | 8,524 | $815.8K | 0.04% | 0.0% |
| 1171 | Cypress Capital Group#1171 · 8,510 sh | 8,510 | $814.5K | 0.08% | +64.2% |
| 1172 | Nikulski Financial#1172 · 8,494 sh | 8,494 | $812.9K | 0.18% | -7.9% |
| 1173 | Benin Management#1173 · 8,483 sh | 8,483 | $811.9K | — | 0.0% |
| 1174 | Graves-Light Private Wealth Management#1174 · 8,470 sh | 8,470 | $810.7K | — | +0.1% |
| 1175 | JT Stratford#1175 · 8,447 sh | 8,447 | $808.5K | 0.09% | -0.3% |
| 1176 | FRANKLIN STREET ADVISORS#1176 · 8,430 sh | 8,430 | $806.9K | — | -0.1% |
| 1177 | Gradient Investments#1177 · 8,412 sh | 8,412 | $805.1K | — | +66.0% |
| 1178 | GF FUND MANAGEMENT LTD.#1178 · 8,404 sh | 8,404 | $804.3K | — | +40.3% |
| 1179 | Lakeshore Financial Planning#1179 · 8,386 sh | 8,386 | $802.7K | — | +0.6% |
| 1180 | BARON SILVER STEVENS FINANCIAL ADVISORS#1180 · 8,372 sh | 8,372 | $801.3K | 0.10% | +3.5% |
| 1181 | Verity Asset Management#1181 · 8,361 sh | 8,361 | $800.2K | 0.30% | +0.4% |
| 1182 | MONETA GROUP INVESTMENT ADVISORS#1182 · 8,353 sh | 8,353 | $799.5K | <0.01% | -1.4% |
| 1183 | Crestwood Advisors Group#1183 · 8,326 sh | 8,326 | $796.9K | 0.01% | +23.9% |
| 1184 | Faithward Advisors#1184 · 8,319 sh | 8,319 | $796.2K | 0.10% | New |
| 1185 | Vann Equity Management#1185 · 8,296 sh | 8,296 | $794.0K | — | +0.9% |
| 1186 | Orographic Financial Advisors#1186 · 8,577 sh | 8,577 | $793.0K | 0.52% | -1.7% |
| 1187 | WEST BANCORPORATION#1187 · 8,285 sh | 8,285 | $793.0K | 0.34% | -15.6% |
| 1188 | Capital Advisors Wealth Management#1188 · 8,278 sh | 8,278 | $792.3K | — | +0.3% |
| 1189 | Balentine#1189 · 8,277 sh | 8,277 | $792.2K | 0.03% | -6.7% |
| 1190 | Clear Creek Financial Management#1190 · 8,276 sh | 8,276 | $792.1K | 0.05% | +0.5% |
| 1191 | Plancorp#1191 · 8,208 sh | 8,208 | $791.9K | 0.02% | +109.4% |
| 1192 | Cyndeo Wealth Partners#1192 · 8,254 sh | 8,254 | $790.0K | — | +2.5% |
| 1193 | ST GERMAIN D J#1193 · 8,240 sh | 8,240 | $788.6K | 0.03% | -1.8% |
| 1194 | Grey Ledge Advisors#1194 · 8,196 sh | 8,196 | $784.5K | 0.16% | +0.1% |
| 1195 | BLALOCK WILLIAMS#1195 · 8,193 sh | 8,193 | $784.2K | 0.51% | -0.2% |
| 1196 | GABLES CAPITAL MANAGEMENT#1196 · 8,192 sh | 8,192 | $784.1K | 0.28% | +1.2% |
| 1197 | HOWE & RUSLING#1197 · 8,177 sh | 8,177 | $782.6K | 0.05% | -3.0% |
| 1198 | Gilbert & Cook#1198 · 8,177 sh | 8,177 | $782.6K | 0.09% | +0.5% |
| 1199 | VISIONARY HORIZONS#1199 · 8,135 sh | 8,135 | $778.6K | — | +5.3% |
| 1200 | Paragon Private Wealth Management#1200 · 8,121 sh | 8,121 | $777.3K | — | +23.4% |
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.