SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | SageView Advisory Group#1501 · 4,814 sh | 4,814 | $460.8K | 0.02% | -4.1% |
| 1502 | Berkshire Bank#1502 · 4,804 sh | 4,804 | $459.8K | 0.09% | 0.0% |
| 1503 | TITLEIST ASSET MANAGEMENT#1503 · 4,802 sh | 4,802 | $459.6K | — | +3.8% |
| 1504 | RB Capital Management#1504 · 4,799 sh | 4,799 | $459.3K | 0.09% | -1.2% |
| 1505 | Stanley-Laman Group, Ltd.#1505 · 4,797 sh | 4,797 | $459.1K | — | New |
| 1506 | Turning Point Benefit Group#1506 · 4,786 sh | 4,786 | $457.8K | 0.20% | +20.4% |
| 1507 | Prosperity Financial Group#1507 · 4,777 sh | 4,777 | $457.2K | 0.14% | -3.4% |
| 1508 | Founders Financial Alliance#1508 · 4,728 sh | 4,728 | $452.6K | 0.06% | -6.0% |
| 1509 | SevenBridge Financial Group#1509 · 4,873 sh | 4,873 | $451.7K | — | -1.5% |
| 1510 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#1510 · 4,884 sh | 4,884 | $451.5K | 0.25% | 0.0% |
| 1511 | Texas Capital Bank Wealth Management Services#1511 · 4,714 sh | 4,714 | $451.2K | 0.02% | -0.1% |
| 1512 | BOSTON RESEARCH & MANAGEMENT#1512 · 4,710 sh | 4,710 | $450.8K | 0.10% | 0.0% |
| 1513 | WAYCROSS PARTNERS#1513 · 4,709 sh | 4,709 | $450.7K | 0.04% | 0.0% |
| 1514 | Seelaus Asset Management#1514 · 4,696 sh | 4,696 | $449.5K | — | -4.6% |
| 1515 | CERTUITY#1515 · 4,685 sh | 4,685 | $448.4K | 0.02% | -4.4% |
| 1516 | Soltis Investment Advisors#1516 · 4,681 sh | 4,681 | $448.0K | 0.02% | +4.3% |
| 1517 | Worth Financial Advisory Group#1517 · 4,678 sh | 4,678 | $447.7K | — | New |
| 1518 | Financiere des Professionnels - Fonds d,investissement#1518 · 151,050 sh | 151,050 | $447.6K | 0.03% | +2396.7% |
| 1519 | Heritage Wealth Advisors#1519 · 4,669 sh | 4,669 | $446.9K | 0.02% | +36.1% |
| 1520 | Rosenberg Matthew Hamilton#1520 · 4,654 sh | 4,654 | $445.4K | — | -1.0% |
| 1521 | THOMAS STORY & SON#1521 · 4,650 sh | 4,650 | $445.1K | — | 0.0% |
| 1522 | Sara-Bay Financial#1522 · 4,647 sh | 4,647 | $444.8K | — | +2.6% |
| 1523 | TCI Wealth Advisors#1523 · 4,643 sh | 4,643 | $444.4K | 0.02% | +5.2% |
| 1524 | Manske Wealth Management#1524 · 4,642 sh | 4,642 | $444.2K | — | 0.0% |
| 1525 | Wealth Advisory Team#1525 · 4,639 sh | 4,639 | $444.0K | 0.36% | — |
| 1526 | Defiance ETFs#1526 · 4,666 sh | 4,666 | $443.8K | <0.01% | +27.5% |
| 1527 | Violich Capital Management#1527 · 4,629 sh | 4,629 | $443.0K | — | 0.0% |
| 1528 | Veracity Capital#1528 · 4,600 sh | 4,600 | $440.3K | — | -5.6% |
| 1529 | ZEGA Investments#1529 · 4,581 sh | 4,581 | $438.4K | 0.05% | New |
| 1530 | McKinley Carter Wealth Services#1530 · 4,560 sh | 4,560 | $436.4K | — | 0.0% |
| 1531 | Hummer Financial Advisory Services#1531 · 4,550 sh | 4,550 | $435.5K | — | 0.0% |
| 1532 | PARTNERS WEALTH MANAGEMENT#1532 · 4,549 sh | 4,549 | $435.4K | 0.43% | 0.0% |
| 1533 | GODSEY & GIBB#1533 · 4,543 sh | 4,543 | $434.8K | — | 0.0% |
| 1534 | Syntegra Private Wealth Group#1534 · 4,541 sh | 4,541 | $434.6K | — | +0.3% |
| 1535 | Bedel Financial Consulting#1535 · 4,539 sh | 4,539 | $434.4K | 0.04% | 0.0% |
| 1536 | J. L. Bainbridge#1536 · 4,538 sh | 4,538 | $434.3K | — | +0.1% |
| 1537 | FSA Investment Group#1537 · 4,529 sh | 4,529 | $433.4K | — | +98.2% |
| 1538 | Bank of New Hampshire#1538 · 4,502 sh | 4,502 | $430.9K | — | -2.3% |
| 1539 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#1539 · 4,500 sh | 4,500 | $430.7K | — | -10.0% |
| 1540 | Annis Gardner Whiting Capital Advisors#1540 · 4,495 sh | 4,495 | $430.2K | 0.06% | -39.2% |
| 1541 | Resolute Wealth Strategies#1541 · 4,489 sh | 4,489 | $429.6K | 0.17% | -6.4% |
| 1542 | Orca Wealth Management#1542 · 4,487 sh | 4,487 | $429.5K | — | 0.0% |
| 1543 | Tributary Capital Management#1543 · 4,475 sh | 4,475 | $428.3K | 0.04% | 0.0% |
| 1544 | Fortis Advisors#1544 · 4,475 sh | 4,475 | $428.3K | 0.20% | 0.0% |
| 1545 | Heritage Wealth Management#1545 · 4,456 sh | 4,456 | $426.5K | 0.11% | New |
| 1546 | Quotient Wealth Partners#1546 · 4,455 sh | 4,455 | $426.4K | 0.01% | +11.7% |
| 1547 | Rise Advisors#1547 · 4,450 sh | 4,450 | $425.9K | — | +0.2% |
| 1548 | Willis Investment Counsel#1548 · 4,447 sh | 4,447 | $425.6K | — | 0.0% |
| 1549 | Palumbo Wealth Management#1549 · 4,437 sh | 4,437 | $424.7K | 0.09% | +2.0% |
| 1550 | Huntleigh Advisors#1550 · 4,434 sh | 4,434 | $424.4K | 0.06% | +10.9% |
| 1551 | May Hill Capital#1551 · 4,426 sh | 4,426 | $423.7K | 0.09% | +23.3% |
| 1552 | Oslo Pensjonsforsikring AS#1552 · 4,423 sh | 4,423 | $423.3K | — | +11.3% |
| 1553 | Severin Investments#1553 · 4,415 sh | 4,415 | $422.5K | 0.32% | +5.1% |
| 1554 | Legacy#1554 · 4,413 sh | 4,413 | $422.4K | 0.07% | -5.9% |
| 1555 | Warwick Investment Management#1555 · 4,412 sh | 4,412 | $422.3K | — | +29.0% |
| 1556 | Bullock Wealth Management Group#1556 · 4,437 sh | 4,437 | $422.1K | — | +1.2% |
| 1557 | Firestone Capital Management#1557 · 4,408 sh | 4,408 | $421.9K | 0.08% | 0.0% |
| 1558 | Wealth Management Nebraska#1558 · 4,388 sh | 4,388 | $420.0K | — | -2.4% |
| 1559 | CIM INVESTMENT MANAGEMENT#1559 · 4,381 sh | 4,381 | $419.3K | 0.10% | -8.4% |
| 1560 | AMG National Bank#1560 · 4,370 sh | 4,370 | $418.3K | <0.01% | -41.4% |
| 1561 | Nelson, Van Denburg & Campbell Wealth Management Group#1561 · 4,351 sh | 4,351 | $416.4K | — | -3.5% |
| 1562 | Elmwood Wealth Management#1562 · 4,350 sh | 4,350 | $416.3K | — | +3.3% |
| 1563 | Longview Financial Advisors#1563 · 4,326 sh | 4,326 | $414.0K | — | +0.1% |
| 1564 | SmartHarvest Portfolios#1564 · 4,324 sh | 4,324 | $413.8K | — | +7.1% |
| 1565 | Maridea Wealth Management#1565 · 4,320 sh | 4,320 | $413.4K | 0.04% | -26.3% |
| 1566 | Acorns Advisers#1566 · 4,306 sh | 4,306 | $412.0K | <0.01% | +12.8% |
| 1567 | GATEWAY INVESTMENT ADVISERS#1567 · 4,299 sh | 4,299 | $411.5K | — | -24.7% |
| 1568 | Southland Equity Partners#1568 · 4,293 sh | 4,293 | $410.9K | — | +0.3% |
| 1569 | FULTON BREAKEFIELD BROENNIMAN#1569 · 4,291 sh | 4,291 | $410.7K | 0.02% | -8.7% |
| 1570 | CHAPIN DAVIS#1570 · 4,291 sh | 4,291 | $410.7K | — | 0.0% |
| 1571 | HALL CAPITAL MANAGEMENT#1571 · 4,286 sh | 4,286 | $410.2K | 0.13% | -2.8% |
| 1572 | ALTFEST L J#1572 · 4,278 sh | 4,278 | $409.4K | — | -23.3% |
| 1573 | B.O.S.S. Retirement Advisors#1573 · 4,265 sh | 4,265 | $408.2K | — | +0.6% |
| 1574 | Independence Bank of Kentucky#1574 · 4,264 sh | 4,264 | $408.1K | — | +1.5% |
| 1575 | PATRIOT INVESTMENT MANAGEMENT GROUP#1575 · 4,262 sh | 4,262 | $407.9K | — | 0.0% |
| 1576 | Resonant Capital Advisors#1576 · 4,245 sh | 4,245 | $406.3K | — | +6.8% |
| 1577 | MEMBERS WEALTH#1577 · 4,241 sh | 4,241 | $405.9K | — | +0.2% |
| 1578 | Relyea Zuckerberg Hanson#1578 · 4,240 sh | 4,240 | $405.8K | — | +7.0% |
| 1579 | TRB Wealth Management#1579 · 4,239 sh | 4,239 | $405.7K | 0.05% | 0.0% |
| 1580 | Three Magnolias Financial Advisors#1580 · 4,237 sh | 4,237 | $405.5K | — | -45.8% |
| 1581 | BLUEDOOR PRIVATE WEALTH#1581 · 4,233 sh | 4,233 | $405.1K | 0.17% | +0.1% |
| 1582 | GEM Asset Management#1582 · 4,230 sh | 4,230 | $404.9K | — | 0.0% |
| 1583 | Meridian Financial Advisors#1583 · 4,227 sh | 4,227 | $404.6K | — | 0.0% |
| 1584 | SPINNAKER#1584 · 4,217 sh | 4,217 | $403.6K | 0.02% | +0.9% |
| 1585 | WHITTIER#1585 · 6,020 sh | 6,020 | $403.1K | <0.01% | +2.5% |
| 1586 | Radnor Capital Management#1586 · 4,200 sh | 4,200 | $402.0K | — | 0.0% |
| 1587 | LCM Capital Management#1587 · 4,191 sh | 4,191 | $401.1K | — | +4.1% |
| 1588 | OneAscent Family Office#1588 · 4,189 sh | 4,189 | $400.9K | 0.20% | +7.8% |
| 1589 | NFP Retirement#1589 · 4,185 sh | 4,185 | $400.5K | 0.02% | +9.3% |
| 1590 | Level Wealth Management#1590 · 4,179 sh | 4,179 | $399.9K | — | -1.7% |
| 1591 | E Fund Management , Ltd.#1591 · 4,159 sh | 4,159 | $398.1K | <0.01% | +2.0% |
| 1592 | GAMCO INVESTORS, ET AL#1592 · 8,000 sh | 8,000 | $397.9K | <0.01% | 0.0% |
| 1593 | Aberdeen Wealth Management#1593 · 4,155 sh | 4,155 | $397.7K | 0.19% | -51.0% |
| 1594 | Key Client Fiduciary Advisors#1594 · 4,155 sh | 4,155 | $397.7K | — | -1.7% |
| 1595 | Virtue Capital Management#1595 · 4,148 sh | 4,148 | $397.0K | 0.05% | -0.9% |
| 1596 | Summit Global Investments#1596 · 4,144 sh | 4,144 | $397.0K | 0.02% | -33.0% |
| 1597 | KEYNOTE FINANCIAL SERVICES#1597 · 4,138 sh | 4,138 | $396.0K | 0.19% | -2.5% |
| 1598 | American Financial Advisors#1598 · 4,128 sh | 4,128 | $395.0K | 0.05% | +0.5% |
| 1599 | WEALTHSPAN PARTNERS#1599 · 4,122 sh | 4,122 | $394.5K | 0.12% | +0.1% |
| 1600 | JB Capital#1600 · 4,120 sh | 4,120 | $394.3K | — | +0.1% |
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.