SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Strategic Wealth Partners, Ltd.#1601 · 4,109 sh | 4,109 | $393.2K | 0.02% | +8.4% |
| 1602 | Platform Technology Partners#1602 · 4,107 sh | 4,107 | $393.0K | 0.06% | +5.0% |
| 1603 | INVESTMENT HOUSE#1603 · 4,100 sh | 4,100 | $392.4K | — | -8.0% |
| 1604 | Banque Cantonale Vaudoise#1604 · 4,097 sh | 4,097 | $392.0K | 0.02% | -77.6% |
| 1605 | BRANDYWINE OAK PRIVATE WEALTH#1605 · 4,088 sh | 4,088 | $391.3K | — | 0.0% |
| 1606 | Pinnacle Bancorp#1606 · 4,088 sh | 4,088 | $391.3K | — | +4.9% |
| 1607 | LaSalle St. Investment Advisors#1607 · 4,087 sh | 4,087 | $391.2K | 0.05% | +4.0% |
| 1608 | American State Bank (Iowa)#1608 · 4,081 sh | 4,081 | $390.6K | 0.16% | 0.0% |
| 1609 | Hanson & Doremus Investment Management#1609 · 4,061 sh | 4,061 | $389.0K | — | 0.0% |
| 1610 | SUSQUEHANNA ADVISORS GROUP#1610 · 36,950,000 sh | 36,950,000 | $389.0K | <0.01% | +32.2% |
| 1611 | VestGen Investment Management#1611 · 4,050 sh | 4,050 | $387.6K | 0.21% | -7.9% |
| 1612 | Alchemi Wealth#1612 · 4,041 sh | 4,041 | $386.8K | 0.18% | 0.0% |
| 1613 | RDA Financial Network#1613 · 4,038 sh | 4,038 | $386.4K | — | -82.1% |
| 1614 | Live Oak Private Wealth#1614 · 4,029 sh | 4,029 | $385.6K | 0.05% | 0.0% |
| 1615 | OMNI 360 Wealth#1615 · 4,028 sh | 4,028 | $385.5K | — | 0.0% |
| 1616 | Everhart Financial Group#1616 · 4,003 sh | 4,003 | $383.1K | — | +3.3% |
| 1617 | ESL Services#1617 · 4,000 sh | 4,000 | $382.8K | 0.07% | 0.0% |
| 1618 | Envision Financial Transparency#1618 · 4,821 sh | 4,821 | $382.4K | 0.33% | +20.7% |
| 1619 | THOMPSON INVESTMENT MANAGEMENT#1619 · 5,464 sh | 5,464 | $381.5K | — | +0.4% |
| 1620 | Acropolis Investment Management#1620 · 3,979 sh | 3,979 | $380.9K | — | +2.6% |
| 1621 | D'Orazio & Associates#1621 · 3,979 sh | 3,979 | $380.8K | 0.04% | +3.5% |
| 1622 | Proficio Capital Partners#1622 · 3,977 sh | 3,977 | $380.6K | 0.01% | New |
| 1623 | OF TOLEDO NA#1623 · 3,971 sh | 3,971 | $380.1K | — | 0.0% |
| 1624 | Atlanta Consulting Group Advisors#1624 · 3,969 sh | 3,969 | $379.9K | 0.06% | +67.8% |
| 1625 | PRELUDE CAPITAL MANAGEMENT#1625 · 3,950 sh | 3,950 | $378.1K | 0.03% | New |
| 1626 | CAPE COD FIVE CENTS SAVINGS BANK#1626 · 3,944 sh | 3,944 | $377.5K | 0.03% | — |
| 1627 | of the South#1627 · 3,932 sh | 3,932 | $376.3K | — | -22.3% |
| 1628 | 55 North Private Wealth#1628 · 3,903 sh | 3,903 | $373.6K | — | +19.9% |
| 1629 | Campion Asset Management#1629 · 3,903 sh | 3,903 | $373.6K | 0.23% | 0.0% |
| 1630 | Symmetry Partners#1630 · 3,899 sh | 3,899 | $373.2K | — | +0.5% |
| 1631 | Sovran Advisors#1631 · 3,855 sh | 3,855 | $373.1K | 0.03% | +5.8% |
| 1632 | PFG Private Wealth Management#1632 · 3,895 sh | 3,895 | $372.8K | — | +5.4% |
| 1633 | GENTRY PRIVATE WEALTH#1633 · 3,890 sh | 3,890 | $372.3K | 0.19% | -1.3% |
| 1634 | SFMG#1634 · 3,874 sh | 3,874 | $370.8K | 0.02% | -37.9% |
| 1635 | Narwhal Capital Management#1635 · 3,859 sh | 3,859 | $369.3K | 0.03% | 0.0% |
| 1636 | Proactive Wealth Strategies#1636 · 3,848 sh | 3,848 | $368.4K | 0.06% | +0.5% |
| 1637 | Salomon & Ludwin#1637 · 3,870 sh | 3,870 | $368.1K | 0.03% | +15.5% |
| 1638 | Meadow Creek Wealth Advisors#1638 · 3,813 sh | 3,813 | $364.9K | 0.22% | -2.2% |
| 1639 | Cornerstone Management#1639 · 3,803 sh | 3,803 | $364.0K | — | 0.0% |
| 1640 | MERIDIAN INVESTMENT COUNSEL#1640 · 3,802 sh | 3,802 | $363.9K | — | 0.0% |
| 1641 | WealthBridge Capital Management#1641 · 3,785 sh | 3,785 | $362.3K | — | -0.8% |
| 1642 | Ellis Investment Partners#1642 · 3,783 sh | 3,783 | $362.1K | — | +0.8% |
| 1643 | Peak Retirement Planning#1643 · 3,783 sh | 3,783 | $362.1K | 0.06% | +1.7% |
| 1644 | RFG - Bristol Wealth Advisors#1644 · 3,781 sh | 3,781 | $361.9K | — | -2.8% |
| 1645 | Badgley Phelps Wealth Managers#1645 · 3,780 sh | 3,780 | $361.8K | — | -2.2% |
| 1646 | WOODARD & ASSET MANAGEMENT GROUP#1646 · 3,779 sh | 3,779 | $361.7K | 0.05% | +3.0% |
| 1647 | Wayfinding Financial#1647 · 3,775 sh | 3,775 | $361.0K | 0.14% | +2.5% |
| 1648 | MKT Advisors#1648 · 3,702 sh | 3,702 | $360.2K | — | -19.8% |
| 1649 | W.G. Shaheen & Associates DBA Whitney#1649 · 3,761 sh | 3,761 | $360.0K | 0.03% | +0.3% |
| 1650 | MCF Advisors#1650 · 3,752 sh | 3,752 | $359.1K | 0.01% | +1.2% |
| 1651 | O'Brien Greene#1651 · 3,750 sh | 3,750 | $358.9K | 0.10% | 0.0% |
| 1652 | BANYAN CAPITAL MANAGEMENT#1652 · 3,746 sh | 3,746 | $358.5K | 0.16% | 0.0% |
| 1653 | TENET WEALTH PARTNERS#1653 · 3,708 sh | 3,708 | $357.7K | — | — |
| 1654 | BOURNE LENT ASSET MANAGEMENT#1654 · 3,731 sh | 3,731 | $357.1K | 0.12% | 0.0% |
| 1655 | Central Pacific Bank - Division#1655 · 7,165 sh | 7,165 | $356.6K | — | +0.1% |
| 1656 | Second Half Financial Partners#1656 · 3,723 sh | 3,723 | $356.3K | 0.15% | -0.7% |
| 1657 | King Wealth Management Group#1657 · 3,718 sh | 3,718 | $356.0K | 0.04% | +2.1% |
| 1658 | RETIREMENT INCOME SOLUTIONS#1658 · 3,673 sh | 3,673 | $354.5K | 0.06% | 0.0% |
| 1659 | Strategic Investment Advisors / MI#1659 · 3,686 sh | 3,686 | $352.7K | 0.02% | -18.8% |
| 1660 | Range Advisory#1660 · 3,682 sh | 3,682 | $352.4K | 0.04% | -7.3% |
| 1661 | Connecticut Capital Management Group#1661 · 3,675 sh | 3,675 | $351.7K | 0.28% | +0.6% |
| 1662 | Plante Moran Financial Advisors#1662 · 3,672 sh | 3,672 | $351.4K | 0.02% | -12.7% |
| 1663 | BROWN, LISLE/CUMMINGS#1663 · 3,662 sh | 3,662 | $350.5K | — | -1.5% |
| 1664 | Magnolia Wealth Management#1664 · 3,659 sh | 3,659 | $350.2K | — | -5.4% |
| 1665 | Continuum Advisory#1665 · 3,658 sh | 3,658 | $350.1K | 0.03% | +19.2% |
| 1666 | SGL Investment Advisors#1666 · 3,828 sh | 3,828 | $349.6K | 0.12% | New |
| 1667 | Hardy Reed#1667 · 3,645 sh | 3,645 | $348.9K | 0.02% | New |
| 1668 | Spectrum Wealth Advisory Group#1668 · 3,629 sh | 3,629 | $347.4K | 0.10% | +0.2% |
| 1669 | Ferguson Shapiro#1669 · 3,621 sh | 3,621 | $346.6K | — | -16.1% |
| 1670 | Francis Financial#1670 · 3,615 sh | 3,615 | $346.0K | 0.06% | +37.3% |
| 1671 | KEB ASSET MANAGEMENT#1671 · 3,604 sh | 3,604 | $345.0K | 0.06% | -0.6% |
| 1672 | WHITE PINE CAPITAL#1672 · 3,599 sh | 3,599 | $344.5K | 0.08% | -6.4% |
| 1673 | WealthTrust Asset Management#1673 · 3,595 sh | 3,595 | $344.0K | — | +0.1% |
| 1674 | Capital Analysts#1674 · 3,591 sh | 3,591 | $344.0K | <0.01% | +23.8% |
| 1675 | SATOVSKY ASSET MANAGEMENT#1675 · 3,589 sh | 3,589 | $343.5K | 0.05% | +0.8% |
| 1676 | Intellus Advisors#1676 · 3,578 sh | 3,578 | $342.4K | 0.04% | +9.0% |
| 1677 | Trilogy Capital#1677 · 3,577 sh | 3,577 | $342.4K | — | -8.4% |
| 1678 | FOUNDERS FINANCIAL SECURITIES#1678 · 3,575 sh | 3,575 | $342.2K | 0.02% | +20.5% |
| 1679 | Grandview Asset Management#1679 · 3,563 sh | 3,563 | $341.0K | — | -2.6% |
| 1680 | Holos Integrated Wealth#1680 · 3,503 sh | 3,503 | $340.8K | — | -4.1% |
| 1681 | Colonial / SC#1681 · 3,558 sh | 3,558 | $340.5K | 0.04% | -19.4% |
| 1682 | Stronghold Wealth Management L.L.C.#1682 · 3,553 sh | 3,553 | $340.1K | — | -0.1% |
| 1683 | Uniting Wealth Partners#1683 · 3,549 sh | 3,549 | $339.7K | 0.07% | -14.2% |
| 1684 | FLC Capital Advisors#1684 · 3,540 sh | 3,540 | $338.8K | 0.05% | 0.0% |
| 1685 | CARY STREET PARTNERS INVESTMENT ADVISORY#1685 · 3,536 sh | 3,536 | $338.4K | 0.07% | +8.0% |
| 1686 | FSA Advisors#1686 · 3,536 sh | 3,536 | $338.4K | 0.16% | New |
| 1687 | IFC Advisors#1687 · 3,527 sh | 3,527 | $337.6K | 0.04% | +0.8% |
| 1688 | Impact Partnership Wealth#1688 · 3,519 sh | 3,519 | $336.8K | 0.03% | New |
| 1689 | Stonebridge Capital Advisors#1689 · 3,517 sh | 3,517 | $336.6K | 0.02% | +6.0% |
| 1690 | Bucket List Wealth Management#1690 · 3,516 sh | 3,516 | $336.5K | — | New |
| 1691 | MBE Wealth Management#1691 · 3,512 sh | 3,512 | $336.1K | — | -4.4% |
| 1692 | Institute for Wealth Management#1692 · 3,507 sh | 3,507 | $335.7K | 0.03% | -2.9% |
| 1693 | CABOT WEALTH MANAGEMENT#1693 · 3,505 sh | 3,505 | $335.5K | 0.03% | 0.0% |
| 1694 | Good Steward Wealth Advisors#1694 · 3,502 sh | 3,502 | $335.2K | 0.20% | -0.3% |
| 1695 | MADDEN SECURITIES#1695 · 3,500 sh | 3,500 | $335.0K | — | -0.7% |
| 1696 | Regatta Research & Money Management#1696 · 3,493 sh | 3,493 | $334.1K | 0.32% | — |
| 1697 | Integris Wealth Management#1697 · 3,488 sh | 3,488 | $333.8K | — | 0.0% |
| 1698 | Quent Capital#1698 · 3,479 sh | 3,479 | $333.0K | 0.02% | -10.3% |
| 1699 | Qtron Investments#1699 · 3,470 sh | 3,470 | $332.1K | 0.04% | -36.0% |
| 1700 | Cedar Mountain Advisors#1700 · 3,460 sh | 3,460 | $331.1K | — | +123.8% |
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.