SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | United Capital Management of KS#1301 · 6,606 sh | 6,606 | $632.2K | 0.08% | +3.6% |
| 1302 | Ironsides Asset Advisors#1302 · 6,595 sh | 6,595 | $631.2K | — | -2.6% |
| 1303 | LOWE BROCKENBROUGH#1303 · 6,592 sh | 6,592 | $630.9K | 0.03% | -2.9% |
| 1304 | Finward Bancorp#1304 · 6,586 sh | 6,586 | $630.3K | — | 0.0% |
| 1305 | CSS#1305 · 6,579 sh | 6,579 | $629.7K | 0.02% | -99.9% |
| 1306 | LOS ANGELES CAPITAL MANAGEMENT#1306 · 6,577 sh | 6,577 | $629.5K | <0.01% | -62.6% |
| 1307 | Goldstone Financial Group#1307 · 6,563 sh | 6,563 | $628.1K | 0.06% | -5.8% |
| 1308 | IAMS WEALTH MANAGEMENT#1308 · 6,552 sh | 6,552 | $627.2K | — | +41.1% |
| 1309 | Dorsey & Whitney#1309 · 6,549 sh | 6,549 | $626.8K | 0.03% | -5.0% |
| 1310 | Nilsine Partners#1310 · 6,547 sh | 6,547 | $626.6K | 0.04% | +0.7% |
| 1311 | Aventura Private Wealth#1311 · 6,539 sh | 6,539 | $625.8K | 0.19% | +0.8% |
| 1312 | Forum Financial Management#1312 · 6,538 sh | 6,538 | $625.8K | — | +4.6% |
| 1313 | FOCUSED ALPHA#1313 · 6,497 sh | 6,497 | $621.8K | — | 0.0% |
| 1314 | FLAGSHIP HARBOR ADVISORS#1314 · 6,493 sh | 6,493 | $621.5K | — | -0.9% |
| 1315 | PDS Planning#1315 · 6,492 sh | 6,492 | $621.3K | 0.04% | +2.7% |
| 1316 | NOVARE CAPITAL MANAGEMENT#1316 · 6,484 sh | 6,484 | $620.6K | 0.04% | -5.8% |
| 1317 | TRITONPOINT WEALTH#1317 · 6,479 sh | 6,479 | $620.1K | — | New |
| 1318 | Colonial Advisors#1318 · 6,461 sh | 6,461 | $618.4K | 0.04% | +0.7% |
| 1319 | Walser Wealth Management Company, A Ltd Liability#1319 · 6,454 sh | 6,454 | $617.7K | — | +16.6% |
| 1320 | ProVise Management Group#1320 · 6,443 sh | 6,443 | $616.7K | 0.04% | +0.1% |
| 1321 | L2 Asset Management#1321 · 6,417 sh | 6,417 | $614.2K | 0.06% | +8.5% |
| 1322 | Cordatus Wealth Management#1322 · 6,416 sh | 6,416 | $613.9K | — | +0.9% |
| 1323 | OF VIRGINIA#1323 · 6,411 sh | 6,411 | $613.6K | — | -2.2% |
| 1324 | HOWARD FINANCIAL SERVICES, LTD.#1324 · 6,400 sh | 6,400 | $612.5K | — | New |
| 1325 | Legacy Financial Advisors#1325 · 6,387 sh | 6,387 | $611.3K | 0.07% | +11.4% |
| 1326 | BankPlus Department#1326 · 6,386 sh | 6,386 | $611.2K | 0.14% | -5.2% |
| 1327 | River Wealth Advisors#1327 · 6,377 sh | 6,377 | $610.3K | 0.06% | 0.0% |
| 1328 | FIRST FOUNDATION ADVISORS#1328 · 6,365 sh | 6,365 | $609.2K | 0.02% | +69.6% |
| 1329 | Brown Miller Wealth Management#1329 · 6,358 sh | 6,358 | $608.5K | 0.15% | 0.0% |
| 1330 | SEARLE#1330 · 6,358 sh | 6,358 | $608.5K | 0.14% | 0.0% |
| 1331 | Chicago Capital#1331 · 6,357 sh | 6,357 | $608.4K | — | -0.3% |
| 1332 | INSIGNEO ADVISORY SERVICES#1332 · 6,353 sh | 6,353 | $608.0K | 0.02% | +54.9% |
| 1333 | MINDSET WEALTH MANAGEMENT#1333 · 6,347 sh | 6,347 | $607.5K | — | +0.3% |
| 1334 | BUILDER INVESTMENT GROUP#1334 · 6,337 sh | 6,337 | $606.5K | — | 0.0% |
| 1335 | Marble Harbor Investment Counsel#1335 · 6,332 sh | 6,332 | $606.0K | 0.06% | -0.8% |
| 1336 | Cooper Financial Group#1336 · 6,326 sh | 6,326 | $605.4K | — | -3.6% |
| 1337 | Signal Advisors Wealth#1337 · 6,317 sh | 6,317 | $604.6K | — | +82.7% |
| 1338 | Broyhill Asset Management#1338 · 6,317 sh | 6,317 | $604.6K | 0.54% | 0.0% |
| 1339 | White Lighthouse Investment Management#1339 · 6,309 sh | 6,309 | $603.8K | — | -34.3% |
| 1340 | CATALYST FINANCIAL PARTNERS#1340 · 6,300 sh | 6,300 | $603.0K | 0.06% | -8.1% |
| 1341 | Capital Asset Advisory Services#1341 · 6,298 sh | 6,298 | $602.8K | 0.02% | +58.5% |
| 1342 | Berger Financial Group#1342 · 6,267 sh | 6,267 | $599.8K | 0.03% | -4.9% |
| 1343 | MARATHON CAPITAL MANAGEMENT#1343 · 6,265 sh | 6,265 | $599.6K | — | +3.6% |
| 1344 | AMERICAN NATIONAL BANK#1344 · 6,254 sh | 6,254 | $598.6K | — | -0.2% |
| 1345 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1345 · 6,246 sh | 6,246 | $597.8K | <0.01% | -1.2% |
| 1346 | Banco Santander, S.A.#1346 · 6,239 sh | 6,239 | $597.1K | <0.01% | -2.3% |
| 1347 | Van Hulzen Asset Management#1347 · 6,221 sh | 6,221 | $595.4K | 0.04% | +3.5% |
| 1348 | WELCH & FORBES#1348 · 6,216 sh | 6,216 | $594.9K | <0.01% | -1.6% |
| 1349 | Inscription Capital#1349 · 6,211 sh | 6,211 | $594.5K | 0.05% | +4.0% |
| 1350 | Integras Partners#1350 · 6,198 sh | 6,198 | $593.2K | 0.33% | +2.9% |
| 1351 | Cranbrook Wealth Management#1351 · 6,186 sh | 6,186 | $592.1K | 0.11% | 0.0% |
| 1352 | WORLD EQUITY GROUP#1352 · 6,176 sh | 6,176 | $591.8K | — | +101.2% |
| 1353 | SHP Wealth Management#1353 · 6,177 sh | 6,177 | $591.2K | 0.04% | +12.8% |
| 1354 | UNIVEST FINANCIAL#1354 · 6,174 sh | 6,174 | $590.9K | 0.03% | +48.2% |
| 1355 | Mirador Capital Partners#1355 · 6,160 sh | 6,160 | $589.6K | — | -1.6% |
| 1356 | INDEPENDENT FINANCIAL GROUP#1356 · 6,125 sh | 6,125 | $586.2K | — | +36.0% |
| 1357 | Approach Retirement Advisors#1357 · 6,067 sh | 6,067 | $580.8K | — | +3.7% |
| 1358 | MBM WEALTH CONSULTANTS#1358 · 6,060 sh | 6,060 | $580.0K | — | +11.2% |
| 1359 | PFW Advisors#1359 · 6,048 sh | 6,048 | $578.9K | — | +0.2% |
| 1360 | MBL Wealth#1360 · 6,020 sh | 6,020 | $576.2K | — | -8.6% |
| 1361 | Clearwave Capital#1361 · 6,017 sh | 6,017 | $575.9K | — | +10.2% |
| 1362 | Summit Financial Wealth Advisors#1362 · 5,990 sh | 5,990 | $573.3K | — | +7.8% |
| 1363 | Formidable Asset Management#1363 · 5,924 sh | 5,924 | $571.8K | 0.09% | 0.0% |
| 1364 | CALTON & ASSOCIATES#1364 · 5,972 sh | 5,972 | $571.6K | 0.08% | +0.6% |
| 1365 | UNION SAVINGS BANK#1365 · 5,952 sh | 5,952 | $569.7K | — | -2.5% |
| 1366 | Legacy Financial Strategies#1366 · 5,938 sh | 5,938 | $568.3K | — | 0.0% |
| 1367 | CENTRAL BANK#1367 · 5,934 sh | 5,934 | $567.9K | — | New |
| 1368 | Bill Few Associates#1368 · 5,925 sh | 5,925 | $567.1K | — | +20.3% |
| 1369 | Novak & Powell Financial Services#1369 · 5,925 sh | 5,925 | $567.1K | 0.27% | 0.0% |
| 1370 | Reliant Investment Partners#1370 · 5,891 sh | 5,891 | $563.8K | 0.38% | -0.9% |
| 1371 | MQS Management#1371 · 5,886 sh | 5,886 | $563.3K | 0.69% | New |
| 1372 | Ballew Advisors#1372 · 5,748 sh | 5,748 | $563.2K | — | +0.1% |
| 1373 | OMC Financial Services LTD#1373 · 5,877 sh | 5,877 | $562.5K | — | +0.2% |
| 1374 | SCHULHOFF#1374 · 5,875 sh | 5,875 | $562.3K | 0.23% | 0.0% |
| 1375 | Premier Path Wealth Partners#1375 · 5,875 sh | 5,875 | $562.3K | — | +7.9% |
| 1376 | FORTRESS PRIVATE LEDGER#1376 · 5,856 sh | 5,856 | $560.5K | 0.15% | -1.7% |
| 1377 | Orion Investment#1377 · 5,855 sh | 5,855 | $560.4K | 0.16% | +0.2% |
| 1378 | Verus Financial Partners#1378 · 5,854 sh | 5,854 | $560.3K | 0.05% | -1.6% |
| 1379 | Z3 Capital Partners#1379 · 5,839 sh | 5,839 | $558.8K | 0.12% | -2.0% |
| 1380 | Cross Staff Investments#1380 · 5,835 sh | 5,835 | $558.5K | — | 0.0% |
| 1381 | Diligent Investors#1381 · 5,790 sh | 5,790 | $554.2K | — | +0.1% |
| 1382 | Parkside Financial Bank#1382 · 5,768 sh | 5,768 | $552.1K | — | +113.0% |
| 1383 | Linscomb Wealth#1383 · 5,762 sh | 5,762 | $551.5K | 0.02% | +4.5% |
| 1384 | O'ROURKE & COMPANY#1384 · 5,745 sh | 5,745 | $549.9K | 0.19% | +0.1% |
| 1385 | Requisite Capital Management#1385 · 5,742 sh | 5,742 | $549.5K | 0.09% | 0.0% |
| 1386 | Hickory Point Bank#1386 · 5,732 sh | 5,732 | $548.6K | — | +4.1% |
| 1387 | Moss Adams Wealth Advisors#1387 · 5,713 sh | 5,713 | $546.8K | 0.03% | +1.8% |
| 1388 | BAR HARBOR WEALTH MANAGEMENT#1388 · 5,706 sh | 5,706 | $546.1K | — | +1.1% |
| 1389 | DUNCKER STREETT#1389 · 5,700 sh | 5,700 | $545.5K | 0.09% | 0.0% |
| 1390 | Syverson Strege#1390 · 5,686 sh | 5,686 | $544.2K | 0.12% | +0.1% |
| 1391 | Investors Research#1391 · 5,676 sh | 5,676 | $543.3K | — | -0.9% |
| 1392 | First Dallas Securities#1392 · 5,675 sh | 5,675 | $543.2K | 0.18% | -1.0% |
| 1393 | WEBSTERROGERS FINANCIAL ADVISORS#1393 · 5,673 sh | 5,673 | $543.0K | 0.14% | -1.6% |
| 1394 | 6th Street Advisors#1394 · 5,670 sh | 5,670 | $542.7K | — | -1.3% |
| 1395 | Knollwood Investment Advisory#1395 · 5,663 sh | 5,663 | $542.0K | 0.05% | 0.0% |
| 1396 | Zinnia Wealth Advisory#1396 · 5,652 sh | 5,652 | $541.0K | 0.55% | -6.5% |
| 1397 | Intrua Financial#1397 · 5,633 sh | 5,633 | $539.1K | 0.05% | +2.8% |
| 1398 | IVC Wealth Advisors#1398 · 5,626 sh | 5,626 | $538.5K | — | -0.6% |
| 1399 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd#1399 · 5,625 sh | 5,625 | $538.4K | 0.03% | 0.0% |
| 1400 | Bienville Capital Management#1400 · 5,607 sh | 5,607 | $536.6K | 0.07% | -11.2% |
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.