SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Cromwell#1701 · 3,459 sh | 3,459 | $331.1K | 0.15% | 0.0% |
| 1702 | Cannon Wealth Management Services#1702 · 3,458 sh | 3,458 | $331.0K | 0.18% | +0.3% |
| 1703 | Belleair Asset Management#1703 · 3,455 sh | 3,455 | $330.7K | 0.28% | 0.0% |
| 1704 | Kovitz Investment Group Partners#1704 · 3,453 sh | 3,453 | $330.5K | <0.01% | -1.2% |
| 1705 | EVERPAR ADVISORS#1705 · 3,448 sh | 3,448 | $330.0K | 0.09% | +20.4% |
| 1706 | New Republic Capital#1706 · 3,444 sh | 3,444 | $329.6K | 0.08% | -35.4% |
| 1707 | Gunderson Capital Management#1707 · 3,424 sh | 3,424 | $327.7K | — | -24.4% |
| 1708 | BECK MACK & OLIVER#1708 · 3,400 sh | 3,400 | $325.4K | <0.01% | 0.0% |
| 1709 | MOGY JOEL R INVESTMENT COUNSEL#1709 · 3,400 sh | 3,400 | $325.4K | — | 0.0% |
| 1710 | Douglass Winthrop Advisors#1710 · 3,400 sh | 3,400 | $325.4K | <0.01% | -8.1% |
| 1711 | Groupe la Francaise#1711 · 3,382 sh | 3,382 | $323.7K | <0.01% | New |
| 1712 | Finer Wealth Management#1712 · 3,382 sh | 3,382 | $323.7K | — | +0.3% |
| 1713 | Pekin Hardy Strauss#1713 · 3,380 sh | 3,380 | $323.5K | 0.03% | -17.2% |
| 1714 | Hodges Capital Management#1714 · 3,375 sh | 3,375 | $323.0K | 0.02% | -22.9% |
| 1715 | APPLETON PARTNERS#1715 · 3,375 sh | 3,375 | $323.0K | 0.02% | 0.0% |
| 1716 | New Covenant Company, N.A.#1716 · 3,363 sh | 3,363 | $321.9K | — | +53.8% |
| 1717 | Madrona Financial Services#1717 · 3,360 sh | 3,360 | $321.6K | — | +0.2% |
| 1718 | Total Clarity Wealth Management#1718 · 3,351 sh | 3,351 | $320.7K | — | +5.9% |
| 1719 | Zhang Financial#1719 · 3,350 sh | 3,350 | $320.6K | <0.01% | +6.3% |
| 1720 | SageGuard Financial Group#1720 · 3,347 sh | 3,347 | $320.4K | 0.04% | +0.8% |
| 1721 | Joel Isaacson#1721 · 3,347 sh | 3,347 | $320.3K | <0.01% | -0.9% |
| 1722 | NorthStar Asset Management#1722 · 3,347 sh | 3,347 | $320.3K | 0.13% | -0.3% |
| 1723 | DF DENT#1723 · 3,341 sh | 3,341 | $319.8K | <0.01% | 0.0% |
| 1724 | YHB Investment Advisors#1724 · 3,338 sh | 3,338 | $319.5K | — | 0.0% |
| 1725 | Aspen Grove Capital#1725 · 3,336 sh | 3,336 | $319.3K | 0.05% | +0.1% |
| 1726 | Indiana & Investment Management#1726 · 3,336 sh | 3,336 | $319.3K | — | 0.0% |
| 1727 | One Wealth Advisors#1727 · 3,335 sh | 3,335 | $319.2K | 0.04% | New |
| 1728 | Byrne Asset Management#1728 · 3,331 sh | 3,331 | $318.8K | — | 0.0% |
| 1729 | Signature Equity Partners#1729 · 3,330 sh | 3,330 | $318.7K | 0.15% | +1.0% |
| 1730 | Trivium Point Advisory#1730 · 3,328 sh | 3,328 | $318.5K | 0.03% | New |
| 1731 | CDKV#1731 · 3,321 sh | 3,321 | $317.8K | 0.25% | +0.4% |
| 1732 | Foster Group#1732 · 3,319 sh | 3,319 | $317.7K | — | +1.7% |
| 1733 | VICTORY FINANCIAL GROUP#1733 · 3,311 sh | 3,311 | $316.9K | 0.03% | +36.0% |
| 1734 | Richard Young Associates, Ltd.#1734 · 3,311 sh | 3,311 | $316.9K | 0.21% | +0.3% |
| 1735 | Alpha Omega Wealth Management#1735 · 3,307 sh | 3,307 | $316.5K | — | 0.0% |
| 1736 | WealthPoint Financial#1736 · 3,302 sh | 3,302 | $316.0K | 0.23% | +1.6% |
| 1737 | Gibbs Wealth Management#1737 · 3,298 sh | 3,298 | $315.6K | — | +1.2% |
| 1738 | Mallini Complete Financial Planning#1738 · 3,290 sh | 3,290 | $314.9K | — | +0.3% |
| 1739 | Westside Investment Management#1739 · 3,286 sh | 3,286 | $314.5K | 0.04% | 0.0% |
| 1740 | WEDGEWOOD INVESTORS#1740 · 3,285 sh | 3,285 | $314.4K | 0.32% | +3.3% |
| 1741 | nVerses Capital#1741 · 3,280 sh | 3,280 | $313.9K | 0.48% | New |
| 1742 | Sovereign Investment Advisors#1742 · 3,277 sh | 3,277 | $313.6K | 0.06% | 0.0% |
| 1743 | Astoria Portfolio Advisors#1743 · 3,274 sh | 3,274 | $313.4K | 0.05% | +20.4% |
| 1744 | MJT & Associates Financial Advisory Group#1744 · 3,274 sh | 3,274 | $313.4K | — | 0.0% |
| 1745 | Fortitude Advisory Group L.L.C.#1745 · 3,272 sh | 3,272 | $313.2K | — | -3.9% |
| 1746 | AA Financial Advisors#1746 · 3,271 sh | 3,271 | $313.1K | — | -18.8% |
| 1747 | Leslie Global Wealth#1747 · 3,267 sh | 3,267 | $312.7K | — | -4.1% |
| 1748 | FIRST AMERICAN , FSB#1748 · 3,258 sh | 3,258 | $311.8K | 0.02% | +0.2% |
| 1749 | MOODY NATIONAL BANK DIVISION#1749 · 3,252 sh | 3,252 | $311.2K | — | -1.4% |
| 1750 | Choate Investment Advisors#1750 · 3,251 sh | 3,251 | $311.2K | <0.01% | 0.0% |
| 1751 | CAPITAL CITY#1751 · 3,221 sh | 3,221 | $308.3K | — | -0.6% |
| 1752 | Walkner Condon Financial Advisors#1752 · 3,208 sh | 3,208 | $307.1K | 0.04% | +5.2% |
| 1753 | Biltmore Wealth Management#1753 · 3,205 sh | 3,205 | $306.8K | — | +0.1% |
| 1754 | FCG Investment#1754 · 3,203 sh | 3,203 | $306.6K | — | +6.3% |
| 1755 | Private Capital Advisors#1755 · 3,200 sh | 3,200 | $306.3K | — | 0.0% |
| 1756 | GENESIS PRIVATE WEALTH#1756 · 3,198 sh | 3,198 | $306.1K | 0.09% | -0.6% |
| 1757 | Summit Wealth Partners#1757 · 3,190 sh | 3,190 | $305.3K | 0.04% | -8.6% |
| 1758 | MJP ASSOCIATES#1758 · 3,184 sh | 3,184 | $304.7K | 0.03% | -23.6% |
| 1759 | Armstrong, Fleming & Moore#1759 · 3,179 sh | 3,179 | $304.3K | 0.10% | -18.0% |
| 1760 | LUTS & GREENLEIGH GROUP#1760 · 3,170 sh | 3,170 | $303.4K | 0.23% | +6.1% |
| 1761 | EAGLE WEALTH STRATEGIES#1761 · 3,166 sh | 3,166 | $303.0K | — | 0.0% |
| 1762 | HIGHLINE WEALTH PARTNERS#1762 · 3,165 sh | 3,165 | $303.0K | — | +354.7% |
| 1763 | Compass Wealth Management#1763 · 3,150 sh | 3,150 | $301.5K | — | New |
| 1764 | Financial Partners Group#1764 · 3,149 sh | 3,149 | $301.4K | — | +0.4% |
| 1765 | Prospect Financial Services#1765 · 3,145 sh | 3,145 | $301.0K | 0.15% | 0.0% |
| 1766 | BAKER BOYER NATIONAL BANK#1766 · 3,140 sh | 3,140 | $300.5K | 0.08% | +3.6% |
| 1767 | Aurdan Capital Management#1767 · 3,139 sh | 3,139 | $300.4K | 0.08% | -0.3% |
| 1768 | Curran Financial Partners#1768 · 3,128 sh | 3,128 | $299.4K | 0.04% | +3.1% |
| 1769 | Gryphon Financial Partners#1769 · 3,123 sh | 3,123 | $298.9K | 0.03% | +6.1% |
| 1770 | XXI WEALTH#1770 · 3,115 sh | 3,115 | $298.1K | — | +0.8% |
| 1771 | Brendel Financial Advisors#1771 · 3,100 sh | 3,100 | $296.7K | 0.14% | 0.0% |
| 1772 | SITTNER & NELSON#1772 · 3,099 sh | 3,099 | $296.6K | 0.09% | +0.4% |
| 1773 | BEESE FULMER INVESTMENT MANAGEMENT#1773 · 3,098 sh | 3,098 | $296.5K | — | -19.7% |
| 1774 | Financial Planning Hawaii#1774 · 3,090 sh | 3,090 | $295.7K | — | 0.0% |
| 1775 | LexAurum Advisors#1775 · 3,089 sh | 3,089 | $295.6K | — | +3.8% |
| 1776 | FIRST NATIONAL BANK & OF NEWTOWN#1776 · 3,127 sh | 3,127 | $295.6K | 0.06% | +4.5% |
| 1777 | KLCM Advisors#1777 · 3,087 sh | 3,087 | $295.5K | 0.02% | +0.4% |
| 1778 | CVA Family Office#1778 · 3,085 sh | 3,085 | $295.3K | 0.03% | +1.7% |
| 1779 | Sound Portfolio Advisors#1779 · 3,079 sh | 3,079 | $294.7K | 0.21% | 0.0% |
| 1780 | Coastline#1780 · 3,073 sh | 3,073 | $294.1K | — | 0.0% |
| 1781 | ONEFUND#1781 · 3,069 sh | 3,069 | $293.7K | 0.17% | +1.4% |
| 1782 | LEIGH BALDWIN#1782 · 3,067 sh | 3,067 | $293.6K | 0.16% | +0.4% |
| 1783 | Nalls Sherbakoff Group#1783 · 3,067 sh | 3,067 | $293.5K | 0.21% | -2.4% |
| 1784 | United Community Bank#1784 · 3,065 sh | 3,065 | $293.4K | 0.09% | -1.2% |
| 1785 | STAR Financial Bank#1785 · 3,059 sh | 3,059 | $292.8K | 0.12% | +1.9% |
| 1786 | Latitude Advisors#1786 · 3,058 sh | 3,058 | $292.7K | — | +2.2% |
| 1787 | BERKSHIRE ASSET MANAGEMENT#1787 · 3,057 sh | 3,057 | $292.6K | 0.01% | 0.0% |
| 1788 | Vermillion Wealth Management#1788 · 3,055 sh | 3,055 | $292.3K | — | -1.3% |
| 1789 | Allied Private Wealth#1789 · 3,029 sh | 3,029 | $292.0K | 0.19% | — |
| 1790 | Kaydan Wealth Management#1790 · 3,051 sh | 3,051 | $292.0K | — | 0.0% |
| 1791 | Abacus Planning Group#1791 · 3,038 sh | 3,038 | $290.8K | 0.04% | +40.7% |
| 1792 | CULTIVAR CAPITAL#1792 · 3,036 sh | 3,036 | $290.6K | — | +1.0% |
| 1793 | Alpha Zero#1793 · 3,024 sh | 3,024 | $290.5K | 0.11% | New |
| 1794 | SkyOak Wealth#1794 · 3,031 sh | 3,031 | $290.1K | 0.05% | -7.2% |
| 1795 | Rossmore Private Capital#1795 · 3,024 sh | 3,024 | $289.4K | 0.02% | 0.0% |
| 1796 | LOM Asset Management Ltd#1796 · 3,015 sh | 3,015 | $288.6K | 0.07% | -3.2% |
| 1797 | MORRIS FINANCIAL CONCEPTS#1797 · 3,008 sh | 3,008 | $287.9K | 0.09% | -1.3% |
| 1798 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#1798 · 3,002 sh | 3,002 | $287.3K | — | -1.0% |
| 1799 | SCS Capital Management#1799 · 3,001 sh | 3,001 | $287.2K | <0.01% | +1.9% |
| 1800 | KKM Financial#1800 · 3,001 sh | 3,001 | $287.2K | 0.04% | 0.0% |
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.