SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | GHP Investment Advisors#1401 · 5,588 sh | 5,588 | $534.8K | — | +6.6% |
| 1402 | Clarendon Private#1402 · 5,567 sh | 5,567 | $532.8K | 0.34% | -13.3% |
| 1403 | Cohen Investment Advisors#1403 · 5,557 sh | 5,557 | $531.9K | — | +4.3% |
| 1404 | MOTCO#1404 · 5,542 sh | 5,542 | $530.4K | 0.05% | +0.4% |
| 1405 | Stratos Wealth Advisors#1405 · 5,527 sh | 5,527 | $529.1K | 0.03% | +0.4% |
| 1406 | Fjell Capital#1406 · 5,526 sh | 5,526 | $528.9K | — | +3.0% |
| 1407 | Fee-Only Financial Planning, L.C.#1407 · 5,518 sh | 5,518 | $528.1K | — | -6.0% |
| 1408 | BOOTHBAY FUND MANAGEMENT#1408 · 5,513 sh | 5,513 | $527.6K | <0.01% | New |
| 1409 | Hilton Head Capital Partners#1409 · 5,505 sh | 5,505 | $526.9K | — | +0.1% |
| 1410 | Thrive Wealth Management#1410 · 5,497 sh | 5,497 | $526.1K | — | -1.6% |
| 1411 | Trinity Financial Advisors#1411 · 5,493 sh | 5,493 | $525.8K | — | -5.8% |
| 1412 | CHICAGO NA#1412 · 5,478 sh | 5,478 | $524.3K | 0.08% | +4.8% |
| 1413 | Inspire Advisors#1413 · 16,352 sh | 16,352 | $523.9K | 0.04% | +3.4% |
| 1414 | GAINLINE FINANCIAL PARTNERS#1414 · 5,464 sh | 5,464 | $523.0K | — | — |
| 1415 | Mathes Company#1415 · 5,450 sh | 5,450 | $522.0K | 0.16% | 0.0% |
| 1416 | BOS Asset Management#1416 · 5,447 sh | 5,447 | $521.4K | — | 0.0% |
| 1417 | Atlas Brown#1417 · 5,443 sh | 5,443 | $520.9K | — | +0.3% |
| 1418 | Wealth Management Associates#1418 · 5,423 sh | 5,423 | $519.0K | 0.14% | 0.0% |
| 1419 | Fullerton Fund Management Ltd.#1419 · 5,422 sh | 5,422 | $518.9K | 0.03% | -18.5% |
| 1420 | Kapstone Financial Advisors#1420 · 5,415 sh | 5,415 | $518.3K | 0.22% | -3.3% |
| 1421 | CONGRESS ASSET MANAGEMENT#1421 · 5,411 sh | 5,411 | $517.9K | — | -0.5% |
| 1422 | Clarity Wealth Development#1422 · 5,396 sh | 5,396 | $516.5K | — | -0.6% |
| 1423 | HORAN Wealth#1423 · 5,394 sh | 5,394 | $516.3K | 0.04% | -8.8% |
| 1424 | CHILDRESS CAPITAL ADVISORS#1424 · 5,383 sh | 5,383 | $515.2K | 0.08% | -10.3% |
| 1425 | MIRABELLA FINANCIAL SERVICES LLP#1425 · 5,377 sh | 5,377 | $514.6K | 0.05% | +78.0% |
| 1426 | PSI Advisors#1426 · 5,373 sh | 5,373 | $514.3K | 0.12% | +3.0% |
| 1427 | ARMSTRONG ADVISORY GROUP#1427 · 5,351 sh | 5,351 | $512.2K | — | +0.1% |
| 1428 | XTX Topco Ltd#1428 · 5,350 sh | 5,350 | $512.0K | <0.01% | New |
| 1429 | Red Wave Investments#1429 · 5,348 sh | 5,348 | $511.8K | 0.13% | -9.4% |
| 1430 | WEALTHCARE CAPITAL MANAGEMENT#1430 · 5,335 sh | 5,335 | $510.6K | — | -0.1% |
| 1431 | Bath Savings#1431 · 5,334 sh | 5,334 | $510.5K | — | +17.7% |
| 1432 | Gratus Wealth Advisors#1432 · 5,333 sh | 5,333 | $510.4K | — | +2.0% |
| 1433 | DRIVE WEALTH MANAGEMENT#1433 · 5,331 sh | 5,331 | $510.3K | 0.09% | +2.7% |
| 1434 | COZAD ASSET MANAGEMENT#1434 · 5,318 sh | 5,318 | $509.0K | 0.03% | 0.0% |
| 1435 | FIRST BUSINESS FINANCIAL SERVICES#1435 · 5,311 sh | 5,311 | $508.3K | 0.04% | +1.0% |
| 1436 | Fonville Wealth Management#1436 · 5,296 sh | 5,296 | $506.9K | 0.08% | +6.1% |
| 1437 | HighPoint Advisor Group#1437 · 5,280 sh | 5,280 | $505.3K | 0.02% | +15.6% |
| 1438 | Versant Capital Management#1438 · 5,277 sh | 5,277 | $505.1K | — | +12.4% |
| 1439 | Robertson Stephens Wealth Management#1439 · 5,270 sh | 5,270 | $504.4K | — | -0.2% |
| 1440 | TBH Global Asset Management#1440 · 5,262 sh | 5,262 | $503.6K | 0.09% | 0.0% |
| 1441 | HARTLINE INVESTMENT#1441 · 5,260 sh | 5,260 | $503.4K | 0.04% | 0.0% |
| 1442 | Axxion S.A.#1442 · 400,000 sh | 400,000 | $502.4K | — | — |
| 1443 | ARGUS INVESTORS' COUNSEL#1443 · 5,230 sh | 5,230 | $500.6K | — | +0.3% |
| 1444 | Elwood & Goetz Wealth Advisory Group#1444 · 5,217 sh | 5,217 | $499.3K | 0.07% | +0.3% |
| 1445 | GeoWealth Management#1445 · 5,215 sh | 5,215 | $499.1K | 0.02% | +7.2% |
| 1446 | Eastover Investment Advisors#1446 · 5,185 sh | 5,185 | $496.3K | — | 0.0% |
| 1447 | Cladis Investment Advisory#1447 · 5,160 sh | 5,160 | $493.9K | 0.23% | 0.0% |
| 1448 | LCNB#1448 · 5,150 sh | 5,150 | $492.9K | 0.15% | -3.5% |
| 1449 | SHRIER WEALTH MANAGEMENT#1449 · 5,138 sh | 5,138 | $491.8K | — | +3.8% |
| 1450 | WealthTrust Axiom#1450 · 5,138 sh | 5,138 | $491.7K | 0.11% | -0.2% |
| 1451 | SIGMA INVESTMENT COUNSELORS#1451 · 5,133 sh | 5,133 | $491.3K | 0.02% | +6.4% |
| 1452 | Pinnacle West Asset Management#1452 · 5,125 sh | 5,125 | $491.0K | 0.34% | 0.0% |
| 1453 | ASPIRIANT#1453 · 5,119 sh | 5,119 | $490.0K | — | +3.9% |
| 1454 | Values First Advisors#1454 · 5,115 sh | 5,115 | $489.6K | — | -0.4% |
| 1455 | Pinnacle Wealth Management Group#1455 · 5,104 sh | 5,104 | $488.5K | — | 0.0% |
| 1456 | Holcombe Financial#1456 · 5,100 sh | 5,100 | $488.1K | — | +0.7% |
| 1457 | WILKINS INVESTMENT COUNSEL#1457 · 5,100 sh | 5,100 | $488.1K | 0.07% | 0.0% |
| 1458 | Slagle Financial#1458 · 5,098 sh | 5,098 | $488.0K | 0.15% | -85.4% |
| 1459 | DOLIVER ADVISORS#1459 · 5,098 sh | 5,098 | $487.9K | — | -1.5% |
| 1460 | AXQ CAPITAL#1460 · 5,095 sh | 5,095 | $487.6K | 0.05% | -48.9% |
| 1461 | Annex Advisory Services#1461 · 5,055 sh | 5,055 | $483.8K | — | -1.6% |
| 1462 | Capital Investment Counsel#1462 · 5,055 sh | 5,055 | $483.8K | — | -1.0% |
| 1463 | RESOLUTE CAPITAL#1463 · 5,046 sh | 5,046 | $483.0K | 0.17% | +5.4% |
| 1464 | Vantus Wealth#1464 · 5,039 sh | 5,039 | $482.3K | 0.26% | — |
| 1465 | Arlington#1465 · 5,037 sh | 5,037 | $482.1K | — | 0.0% |
| 1466 | Argent Advisors#1466 · 5,035 sh | 5,035 | $481.9K | 0.12% | 0.0% |
| 1467 | Kathmere Capital Management#1467 · 5,021 sh | 5,021 | $480.6K | — | +85.6% |
| 1468 | Klingman & Associates#1468 · 5,015 sh | 5,015 | $480.0K | — | -1.1% |
| 1469 | Tranquility Partners#1469 · 5,012 sh | 5,012 | $479.7K | — | 0.0% |
| 1470 | Valued Retirements#1470 · 5,002 sh | 5,002 | $478.7K | 0.43% | -7.9% |
| 1471 | Hartford Financial Management#1471 · 5,000 sh | 5,000 | $478.6K | — | 0.0% |
| 1472 | CORRECT CAPITAL WEALTH MANAGEMENT#1472 · 5,000 sh | 5,000 | $478.6K | 0.08% | 0.0% |
| 1473 | BRIDGES INVESTMENT MANAGEMENT#1473 · 4,996 sh | 4,996 | $478.2K | <0.01% | 0.0% |
| 1474 | Triad Wealth Partners#1474 · 5,144 sh | 5,144 | $478.1K | — | -50.4% |
| 1475 | Alessandra Capital Management#1475 · 4,980 sh | 4,980 | $476.6K | 0.34% | -9.1% |
| 1476 | LVM CAPITAL MANAGEMENT LTD#1476 · 4,974 sh | 4,974 | $476.0K | — | 0.0% |
| 1477 | Wynn Capital#1477 · 4,971 sh | 4,971 | $475.8K | — | +1.1% |
| 1478 | COMPASS FINANCIAL MANAGEMENT#1478 · 5,033 sh | 5,033 | $474.8K | 0.06% | — |
| 1479 | CAMDEN NATIONAL BANK#1479 · 4,944 sh | 4,944 | $473.2K | 0.06% | New |
| 1480 | SteelPeak Wealth#1480 · 4,944 sh | 4,944 | $473.2K | — | -1.7% |
| 1481 | Penobscot Investment Management Company#1481 · 4,935 sh | 4,935 | $472.3K | — | 0.0% |
| 1482 | Fusion Capital#1482 · 4,932 sh | 4,932 | $472.1K | 0.11% | +0.4% |
| 1483 | Sound Income Strategies#1483 · 4,930 sh | 4,930 | $471.8K | — | -29.1% |
| 1484 | Nadler Financial Group#1484 · 4,922 sh | 4,922 | $471.1K | — | +3.1% |
| 1485 | Cambria Investment Management, L.P.#1485 · 4,921 sh | 4,921 | $471.0K | 0.02% | +16.2% |
| 1486 | Truvestments Capital#1486 · 4,912 sh | 4,912 | $470.1K | 0.07% | -0.1% |
| 1487 | McGowan Group Asset Management#1487 · 4,907 sh | 4,907 | $469.7K | 0.06% | +0.7% |
| 1488 | VISTA INVESTMENT PARTNERS II#1488 · 4,906 sh | 4,906 | $469.5K | — | +0.4% |
| 1489 | BLB&B Advisors#1489 · 4,902 sh | 4,902 | $469.2K | 0.02% | -13.4% |
| 1490 | AdviceOne Advisory Services#1490 · 4,900 sh | 4,900 | $469.0K | — | 0.0% |
| 1491 | OPPENHEIMER ASSET MANAGEMENT#1491 · 176,877 sh | 176,877 | $467.0K | <0.01% | -2.2% |
| 1492 | HERITAGE INVESTORS MANAGEMENT#1492 · 4,881 sh | 4,881 | $467.0K | 0.01% | -5.3% |
| 1493 | CMG Global#1493 · 4,870 sh | 4,870 | $466.1K | — | -0.6% |
| 1494 | LEE DANNER & BASS#1494 · 4,870 sh | 4,870 | $466.1K | 0.03% | -1.0% |
| 1495 | RF&L WEALTH MANAGEMENT#1495 · 4,852 sh | 4,852 | $464.3K | — | 0.0% |
| 1496 | VeraBank, N.A.#1496 · 4,840 sh | 4,840 | $463.2K | 0.08% | -7.1% |
| 1497 | Bridgewater Advisors#1497 · 5,212 sh | 5,212 | $463.2K | 0.03% | +1.6% |
| 1498 | 4WEALTH ADVISORS#1498 · 4,778 sh | 4,778 | $462.2K | — | +1.0% |
| 1499 | Ridge Creek Global#1499 · 4,824 sh | 4,824 | $461.7K | 0.36% | -5.4% |
| 1500 | Crews Bank#1500 · 4,821 sh | 4,821 | $461.4K | 0.06% | +10.6% |
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.