SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | NBH Bank#1201 · 8,114 sh | 8,114 | $776.6K | 0.33% | — |
| 1202 | Evergreen Wealth Solutions#1202 · 8,368 sh | 8,368 | $776.5K | 0.04% | +49.6% |
| 1203 | NORDEN GROUP#1203 · 8,103 sh | 8,103 | $775.6K | — | -0.2% |
| 1204 | Ballentine Partners#1204 · 8,088 sh | 8,088 | $774.1K | <0.01% | +3.1% |
| 1205 | SBI Okasan Asset Management Ltd.#1205 · 8,000 sh | 8,000 | $774.0K | 0.03% | -6.6% |
| 1206 | Keebeck Wealth Management#1206 · 8,069 sh | 8,069 | $772.3K | 0.08% | +9.1% |
| 1207 | Geometric Wealth Advisors#1207 · 8,051 sh | 8,051 | $770.6K | 0.08% | -1.7% |
| 1208 | V-Square Quantitative Management#1208 · 8,004 sh | 8,004 | $766.1K | — | +1.5% |
| 1209 | Citizens Business Bank#1209 · 8,002 sh | 8,002 | $765.9K | 0.12% | +0.4% |
| 1210 | M.E. ALLISON#1210 · 7,996 sh | 7,996 | $765.3K | — | 0.0% |
| 1211 | one8zero8#1211 · 7,989 sh | 7,989 | $764.7K | 0.15% | +0.1% |
| 1212 | Private Wealth Asset Management#1212 · 7,977 sh | 7,977 | $763.5K | 0.07% | +116.1% |
| 1213 | Successful Portfolios#1213 · 7,975 sh | 7,975 | $761.4K | — | 0.0% |
| 1214 | SUMMITRY#1214 · 7,925 sh | 7,925 | $758.5K | 0.03% | +3.9% |
| 1215 | 71 West Capital Partners#1215 · 7,924 sh | 7,924 | $758.4K | 0.03% | +39.0% |
| 1216 | Allred Capital Management#1216 · 7,879 sh | 7,879 | $754.1K | 0.25% | +0.1% |
| 1217 | Capstone Wealth Management#1217 · 7,867 sh | 7,867 | $753.0K | 0.35% | +0.4% |
| 1218 | SageOak Financial#1218 · 7,844 sh | 7,844 | $750.7K | — | 0.0% |
| 1219 | INTRUST BANK NA#1219 · 7,824 sh | 7,824 | $748.8K | 0.06% | -6.8% |
| 1220 | Atlas Wealth Partners#1220 · 7,802 sh | 7,802 | $746.7K | 0.82% | -1.9% |
| 1221 | RWA WEALTH PARTNERS#1221 · 7,801 sh | 7,801 | $746.6K | <0.01% | +2.2% |
| 1222 | Certified Advisory#1222 · 7,788 sh | 7,788 | $745.3K | 0.06% | -12.0% |
| 1223 | UPTICK PARTNERS#1223 · 7,754 sh | 7,754 | $742.1K | 0.12% | +2.0% |
| 1224 | Dickmeyer Boyce Financial Management#1224 · 7,745 sh | 7,745 | $741.3K | — | +0.1% |
| 1225 | ROBERTS GLORE#1225 · 7,727 sh | 7,727 | $739.6K | 0.18% | 0.0% |
| 1226 | Element Wealth#1226 · 7,718 sh | 7,718 | $738.7K | 0.28% | -0.5% |
| 1227 | Probity Advisors#1227 · 7,711 sh | 7,711 | $738.0K | — | -9.3% |
| 1228 | Keudell/Morrison Wealth Management#1228 · 7,697 sh | 7,697 | $736.7K | — | -1.9% |
| 1229 | Cornerstone Wealth Management#1229 · 7,680 sh | 7,680 | $735.0K | 0.03% | +0.2% |
| 1230 | WEALTH ALLIANCE#1230 · 7,678 sh | 7,678 | $734.9K | 0.06% | -0.2% |
| 1231 | Garner Asset Management#1231 · 7,669 sh | 7,669 | $734.0K | 0.24% | +0.6% |
| 1232 | Archer Investment#1232 · 7,663 sh | 7,663 | $733.4K | 0.14% | 0.0% |
| 1233 | Northstar Advisory Group#1233 · 7,659 sh | 7,659 | $733.1K | 0.23% | +0.1% |
| 1234 | McLean Asset Management#1234 · 7,729 sh | 7,729 | $730.7K | 0.10% | -0.6% |
| 1235 | Private Capital Management#1235 · 7,622 sh | 7,622 | $729.5K | 0.06% | 0.0% |
| 1236 | Beaumont Asset Management, L.L.C.#1236 · 7,570 sh | 7,570 | $724.5K | — | -0.4% |
| 1237 | VUB Generali dochodkova spravcovska spolocnost, a.s.#1237 · 7,555 sh | 7,555 | $723.1K | — | 0.0% |
| 1238 | Skyline Advisors#1238 · 7,507 sh | 7,507 | $718.5K | 0.23% | 0.0% |
| 1239 | FourThought Financial Partners#1239 · 7,504 sh | 7,504 | $718.2K | 0.06% | +23.3% |
| 1240 | Pitcairn Wealth Advisors#1240 · 7,455 sh | 7,455 | $713.5K | 0.08% | New |
| 1241 | SUMMIT WEALTH GROUP#1241 · 7,444 sh | 7,444 | $712.5K | 0.06% | +7.1% |
| 1242 | Arkos Global Advisors#1242 · 7,409 sh | 7,409 | $709.0K | 0.08% | -1.5% |
| 1243 | LaFleur & Godfrey#1243 · 7,403 sh | 7,403 | $708.6K | 0.08% | +4.9% |
| 1244 | Daviman Financial#1244 · 7,397 sh | 7,397 | $707.9K | 0.39% | -0.7% |
| 1245 | Avestar Capital#1245 · 7,373 sh | 7,373 | $705.6K | 0.04% | -0.4% |
| 1246 | RMB Capital Management#1246 · 7,353 sh | 7,353 | $703.8K | 0.01% | +5.6% |
| 1247 | Wealth Quarterback#1247 · 7,349 sh | 7,349 | $703.4K | — | +44.4% |
| 1248 | Wedbush Fund Advisers#1248 · 7,346 sh | 7,346 | $703.1K | 0.06% | New |
| 1249 | WULFF, HANSEN#1249 · 7,323 sh | 7,323 | $700.9K | 0.54% | -0.8% |
| 1250 | Wilkins Miller Wealth Management#1250 · 7,323 sh | 7,323 | $700.8K | — | +0.1% |
| 1251 | DAVIDSON INVESTMENT ADVISORS#1251 · 7,300 sh | 7,300 | $698.7K | — | -95.7% |
| 1252 | BEACON INVESTMENT ADVISORS#1252 · 7,291 sh | 7,291 | $697.9K | 0.22% | 0.0% |
| 1253 | 3Chopt Investment Partners#1253 · 7,284 sh | 7,284 | $697.2K | 0.13% | -0.8% |
| 1254 | Clearstead#1254 · 7,271 sh | 7,271 | $695.9K | 0.09% | +0.4% |
| 1255 | W ADVISORS#1255 · 7,271 sh | 7,271 | $695.9K | 0.32% | +1.8% |
| 1256 | Wealth Dimensions Group, Ltd.#1256 · 7,271 sh | 7,271 | $695.9K | 0.12% | -0.2% |
| 1257 | Supplemental Annuity Collective of NJ#1257 · 7,230 sh | 7,230 | $692.0K | 0.18% | -3.0% |
| 1258 | COUNTRY BANK#1258 · 7,228 sh | 7,228 | $691.8K | 0.01% | +1.2% |
| 1259 | WMG Financial Advisors#1259 · 7,213 sh | 7,213 | $690.3K | 0.26% | +1.5% |
| 1260 | Nicholas Wealth#1260 · 7,206 sh | 7,206 | $689.7K | — | -0.2% |
| 1261 | Stokes Capital Advisors#1261 · 7,183 sh | 7,183 | $687.5K | — | +5.7% |
| 1262 | VIAWEALTH#1262 · 7,169 sh | 7,169 | $686.1K | 0.35% | -0.8% |
| 1263 | Tradition Wealth Management#1263 · 7,167 sh | 7,167 | $686.0K | 0.04% | -6.5% |
| 1264 | BALDWIN WEALTH PARTNERS#1264 · 7,166 sh | 7,166 | $685.9K | — | 0.0% |
| 1265 | Grant Street Asset Management#1265 · 7,148 sh | 7,148 | $684.1K | — | New |
| 1266 | Columbia Asset Management#1266 · 7,141 sh | 7,141 | $683.4K | — | -8.1% |
| 1267 | Mason & Associates#1267 · 7,132 sh | 7,132 | $682.6K | — | 0.0% |
| 1268 | Destination Wealth Management#1268 · 7,101 sh | 7,101 | $679.6K | 0.02% | +0.3% |
| 1269 | Summit Asset Management#1269 · 7,100 sh | 7,100 | $679.5K | 0.09% | -1.9% |
| 1270 | LATHROP INVESTMENT MANAGEMENT#1270 · 7,091 sh | 7,091 | $679.0K | 0.12% | -0.5% |
| 1271 | CLIENT 1ST ADVISORY GROUP#1271 · 7,089 sh | 7,089 | $678.5K | — | +4.2% |
| 1272 | THOROUGHBRED FINANCIAL SERVICES#1272 · 7,071 sh | 7,071 | $676.0K | 0.03% | +16.8% |
| 1273 | BEACON FINANCIAL GROUP#1273 · 7,030 sh | 7,030 | $672.9K | — | -3.3% |
| 1274 | BCS Wealth Management#1274 · 7,030 sh | 7,030 | $672.8K | 0.12% | -1.1% |
| 1275 | DB&C Advisors#1275 · 7,025 sh | 7,025 | $672.4K | — | +0.3% |
| 1276 | Financial Enhancement Group#1276 · 6,967 sh | 6,967 | $666.8K | — | +0.3% |
| 1277 | Richwood Investment Advisors#1277 · 6,943 sh | 6,943 | $664.5K | 0.47% | +7.1% |
| 1278 | Abound Wealth Management#1278 · 6,920 sh | 6,920 | $662.4K | — | -3.7% |
| 1279 | Landmark Wealth Management#1279 · 6,901 sh | 6,901 | $660.5K | 0.16% | +15.6% |
| 1280 | 1ST SOURCE BANK#1280 · 6,882 sh | 6,882 | $658.7K | 0.03% | -6.7% |
| 1281 | Park Place Capital#1281 · 6,878 sh | 6,878 | $658.3K | 0.10% | +8.2% |
| 1282 | DAVIDSON#1282 · 6,864 sh | 6,864 | $657.0K | — | +1.5% |
| 1283 | GREENUP STREET WEALTH MANAGEMENT#1283 · 6,856 sh | 6,856 | $656.2K | 0.08% | +0.4% |
| 1284 | Sentry#1284 · 6,851 sh | 6,851 | $655.7K | 0.18% | 0.0% |
| 1285 | Stony Point Wealth Management#1285 · 6,847 sh | 6,847 | $655.3K | 0.23% | +0.7% |
| 1286 | David J Yvars Group#1286 · 6,830 sh | 6,830 | $653.7K | — | -1.5% |
| 1287 | MEANS INVESTMENT#1287 · 6,828 sh | 6,828 | $653.5K | 0.05% | -10.5% |
| 1288 | Rather & Kittrell#1288 · 6,816 sh | 6,816 | $652.4K | 0.09% | -6.9% |
| 1289 | Strategies Wealth Advisors#1289 · 6,787 sh | 6,787 | $649.6K | 0.06% | +7.0% |
| 1290 | Pinnacle Wealth Planning Services#1290 · 6,772 sh | 6,772 | $648.1K | 0.06% | +0.1% |
| 1291 | Smithfield#1291 · 6,750 sh | 6,750 | $646.0K | 0.03% | 0.0% |
| 1292 | Good Harbor Advisors#1292 · 6,740 sh | 6,740 | $645.2K | — | +2.0% |
| 1293 | TritonPoint Partners#1293 · 6,731 sh | 6,731 | $644.2K | 0.05% | New |
| 1294 | Beta Wealth Group#1294 · 6,726 sh | 6,726 | $643.7K | 0.24% | +3.0% |
| 1295 | Samara Investment Management#1295 · 6,726 sh | 6,726 | $643.7K | 0.59% | +3.2% |
| 1296 | Cynosure Management#1296 · 6,709 sh | 6,709 | $642.1K | 0.10% | New |
| 1297 | Wealth Alliance Advisory Group#1297 · 6,698 sh | 6,698 | $641.1K | — | +0.1% |
| 1298 | BCR Wealth Strategies#1298 · 6,703 sh | 6,703 | $641.0K | 0.18% | +0.6% |
| 1299 | MCCARTER PRIVATE WEALTH SERVICES#1299 · 6,647 sh | 6,647 | $636.2K | — | +16.7% |
| 1300 | SAX WEALTH ADVISORS#1300 · 6,567 sh | 6,567 | $633.8K | — | +58.5% |
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.