SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | PW Nova Financial Services#1801 · 3,001 sh | 3,001 | $287.2K | — | +0.3% |
| 1802 | Asset Management Advisors#1802 · 3,000 sh | 3,000 | $287.1K | — | 0.0% |
| 1803 | Bellecapital International Ltd.#1803 · 3,000 sh | 3,000 | $287.1K | — | 0.0% |
| 1804 | Miller Financial Services#1804 · 3,000 sh | 3,000 | $287.1K | — | New |
| 1805 | Brookwood Investment Group#1805 · 2,999 sh | 2,999 | $287.0K | 0.03% | -5.8% |
| 1806 | Ridgeline Wealth#1806 · 2,987 sh | 2,987 | $285.9K | — | +0.5% |
| 1807 | Barnett & Company#1807 · 2,983 sh | 2,983 | $285.5K | 0.21% | -1.2% |
| 1808 | DUTCH ASSET#1808 · 2,982 sh | 2,982 | $285.4K | — | -1.6% |
| 1809 | Strathmore Capital Advisors#1809 · 3,027 sh | 3,027 | $284.1K | 0.08% | +2.8% |
| 1810 | Legacy Advisors#1810 · 2,967 sh | 2,967 | $284.0K | — | +20.1% |
| 1811 | Trust Co#1811 · 2,962 sh | 2,962 | $283.4K | — | -28.9% |
| 1812 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1812 · 2,959 sh | 2,959 | $283.4K | — | -11.7% |
| 1813 | Santori & Peters#1813 · 2,953 sh | 2,953 | $282.6K | — | +17.0% |
| 1814 | Tennessee Valley Asset Management Partners#1814 · 2,950 sh | 2,950 | $282.3K | 0.03% | -1.1% |
| 1815 | Fragasso Group#1815 · 2,947 sh | 2,947 | $282.0K | — | +10.2% |
| 1816 | Brown Financial Advisory#1816 · 2,945 sh | 2,945 | $281.8K | 0.12% | -0.3% |
| 1817 | Optivise Advisory Services#1817 · 2,944 sh | 2,944 | $281.8K | — | +14.8% |
| 1818 | Indivisible Partners#1818 · 2,943 sh | 2,943 | $281.7K | — | New |
| 1819 | HC Advisors#1819 · 2,938 sh | 2,938 | $281.2K | 0.17% | 0.0% |
| 1820 | KG&L Capital Management#1820 · 2,932 sh | 2,932 | $280.7K | — | -9.7% |
| 1821 | HARVEY INVESTMENT#1821 · 2,926 sh | 2,926 | $280.0K | — | 0.0% |
| 1822 | Davis Investment Partners#1822 · 2,923 sh | 2,923 | $279.8K | 0.09% | 0.0% |
| 1823 | Gilman Hill Asset Management#1823 · 2,920 sh | 2,920 | $279.5K | — | -1.7% |
| 1824 | Zullo Investment Group#1824 · 2,913 sh | 2,913 | $278.9K | — | -0.1% |
| 1825 | Jacobsen Capital Management#1825 · 2,903 sh | 2,903 | $277.8K | — | 0.0% |
| 1826 | INVESTMENT ADVISORY SERVICES /TX#1826 · 2,901 sh | 2,901 | $277.7K | — | +3.0% |
| 1827 | PARADIGM ASSET MANAGEMENT#1827 · 2,900 sh | 2,900 | $277.6K | 0.06% | New |
| 1828 | Charles Schwab#1828 · 2,900 sh | 2,900 | $277.6K | — | +20.8% |
| 1829 | Ledgewood Wealth Advisors#1829 · 2,892 sh | 2,892 | $276.8K | — | 0.0% |
| 1830 | HOWLAND CAPITAL MANAGEMENT#1830 · 2,891 sh | 2,891 | $276.7K | — | New |
| 1831 | KRS Capital Management#1831 · 2,886 sh | 2,886 | $276.2K | — | -3.3% |
| 1832 | Councilmark Asset Management#1832 · 2,883 sh | 2,883 | $275.9K | — | 0.0% |
| 1833 | Hamilton Point Investment Advisors#1833 · 2,879 sh | 2,879 | $275.6K | 0.04% | 0.0% |
| 1834 | SHUFRO ROSE#1834 · 2,879 sh | 2,879 | $275.6K | 0.02% | 0.0% |
| 1835 | ANCHOR CAPITAL ADVISORS#1835 · 2,875 sh | 2,875 | $275.2K | <0.01% | 0.0% |
| 1836 | Keystone Financial Group#1836 · 2,875 sh | 2,875 | $275.1K | — | 0.0% |
| 1837 | Princeton Global Asset Management#1837 · 2,872 sh | 2,872 | $274.9K | — | -2.2% |
| 1838 | LAZARI CAPITAL MANAGEMENT#1838 · 2,871 sh | 2,871 | $274.8K | — | -2.7% |
| 1839 | PACES FERRY WEALTH ADVISORS#1839 · 2,870 sh | 2,870 | $274.7K | 0.10% | -8.5% |
| 1840 | N.E.W. Advisory Services#1840 · 2,868 sh | 2,868 | $274.5K | 0.02% | -0.6% |
| 1841 | Secure Asset Management#1841 · 2,860 sh | 2,860 | $273.7K | — | -36.5% |
| 1842 | Strategic Advisors#1842 · 2,855 sh | 2,855 | $273.2K | — | +0.1% |
| 1843 | Kohlberg Kravis Roberts & L.P.#1843 · 270,000 sh | 270,000 | $273.1K | <0.01% | New |
| 1844 | Perennial Investment Advisors#1844 · 2,848 sh | 2,848 | $272.6K | 0.02% | +25.9% |
| 1845 | Hardin Capital Partners#1845 · 2,824 sh | 2,824 | $272.1K | — | 0.0% |
| 1846 | PFC CAPITAL GROUP#1846 · 2,850 sh | 2,850 | $272.0K | 0.10% | 0.0% |
| 1847 | Goldstein Advisors#1847 · 12,725 sh | 12,725 | $271.8K | — | +3.2% |
| 1848 | FAYEZ SAROFIM#1848 · 2,840 sh | 2,840 | $271.8K | <0.01% | +13.6% |
| 1849 | Dynasty Wealth Management#1849 · 2,838 sh | 2,838 | $271.6K | <0.01% | New |
| 1850 | POWER WEALTH MANAGEMENT#1850 · 2,831 sh | 2,831 | $271.0K | — | +0.6% |
| 1851 | Royal Fund Management#1851 · 2,829 sh | 2,829 | $270.8K | — | +0.8% |
| 1852 | GTS SECURITIES#1852 · 2,828 sh | 2,828 | $270.7K | <0.01% | -80.3% |
| 1853 | NORTH STAR ASSET MANAGEMENT#1853 · 2,826 sh | 2,826 | $270.5K | 0.01% | 0.0% |
| 1854 | Corsicana#1854 · 2,820 sh | 2,820 | $269.9K | 0.13% | -3.4% |
| 1855 | Value Investment Professionals#1855 · 2,818 sh | 2,818 | $269.7K | — | +0.4% |
| 1856 | Rodgers & Associates, LTD#1856 · 2,818 sh | 2,818 | $269.7K | — | +0.8% |
| 1857 | Ipsen Advisor Group#1857 · 2,816 sh | 2,816 | $269.6K | 0.17% | +0.2% |
| 1858 | ANGELES WEALTH MANAGEMENT#1858 · 2,816 sh | 2,816 | $269.5K | — | +2.8% |
| 1859 | Alteri Wealth#1859 · 2,813 sh | 2,813 | $269.3K | 0.07% | +0.2% |
| 1860 | Great Diamond Partners#1860 · 2,801 sh | 2,801 | $268.1K | — | -0.2% |
| 1861 | PHYSICIANS FINANCIAL SERVICES#1861 · 2,802 sh | 2,802 | $268.0K | 0.07% | 0.0% |
| 1862 | Wealth Group, Ltd.#1862 · 2,802 sh | 2,802 | $268.0K | 0.07% | +5.7% |
| 1863 | McMillan Office#1863 · 2,800 sh | 2,800 | $268.0K | 0.03% | 0.0% |
| 1864 | Fourth Dimension Wealth#1864 · 2,797 sh | 2,797 | $267.7K | 0.08% | +1143.1% |
| 1865 | Willow Creek Capital Management#1865 · 2,796 sh | 2,796 | $267.6K | — | — |
| 1866 | GERBER#1866 · 2,793 sh | 2,793 | $267.3K | — | +0.2% |
| 1867 | Mraz, Amerine & Associates#1867 · 2,792 sh | 2,792 | $267.2K | 0.04% | 0.0% |
| 1868 | FOUNDERS GROVE WEALTH PARTNERS#1868 · 2,785 sh | 2,785 | $266.6K | — | -8.4% |
| 1869 | V. M. MANNING#1869 · 2,785 sh | 2,785 | $266.5K | 0.23% | — |
| 1870 | Enclave Advisors#1870 · 2,783 sh | 2,783 | $266.4K | — | +1.5% |
| 1871 | Bogart Wealth#1871 · 2,780 sh | 2,780 | $266.1K | <0.01% | +23.3% |
| 1872 | Evanson Financial#1872 · 2,779 sh | 2,779 | $266.0K | — | — |
| 1873 | PYA Waltman Capital#1873 · 2,776 sh | 2,776 | $265.7K | 0.06% | +3.7% |
| 1874 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1874 · 2,774 sh | 2,774 | $265.5K | — | +6.4% |
| 1875 | Pine Haven Investment Counsel#1875 · 2,773 sh | 2,773 | $265.4K | 0.18% | 0.0% |
| 1876 | Revolve Wealth Partners#1876 · 2,771 sh | 2,771 | $265.2K | — | +9.8% |
| 1877 | Glass Wealth Management#1877 · 2,770 sh | 2,770 | $265.1K | 0.09% | -3.1% |
| 1878 | Old Mission Investment#1878 · 2,768 sh | 2,768 | $264.9K | — | 0.0% |
| 1879 | BOYAR ASSET MANAGEMENT#1879 · 2,765 sh | 2,765 | $264.6K | 0.15% | 0.0% |
| 1880 | Northwest Bancshares#1880 · 2,756 sh | 2,756 | $263.8K | 0.05% | 0.0% |
| 1881 | Fortis Capital Advisors#1881 · 2,754 sh | 2,754 | $263.7K | 0.03% | +12.3% |
| 1882 | Liberty Capital Management#1882 · 2,744 sh | 2,744 | $262.6K | 0.05% | — |
| 1883 | Strategic Financial Services#1883 · 2,737 sh | 2,737 | $262.0K | 0.01% | -1.1% |
| 1884 | Grant Private Wealth Management#1884 · 2,736 sh | 2,736 | $261.9K | — | +25.1% |
| 1885 | DV Trading#1885 · 2,733 sh | 2,733 | $261.6K | <0.01% | +9.3% |
| 1886 | Sompo Asset Management , Ltd.#1886 · 2,730 sh | 2,730 | $261.3K | 0.04% | -4.2% |
| 1887 | DUMONT & BLAKE INVESTMENT ADVISORS#1887 · 2,721 sh | 2,721 | $260.4K | 0.06% | New |
| 1888 | Sound Financial Strategies Group#1888 · 2,721 sh | 2,721 | $260.4K | 0.17% | 0.0% |
| 1889 | Pavion Blue Capital#1889 · 2,715 sh | 2,715 | $259.9K | 0.10% | 0.0% |
| 1890 | Baron Wealth Management#1890 · 2,713 sh | 2,713 | $259.7K | 0.07% | +1.5% |
| 1891 | Meriwether Wealth & Planning#1891 · 2,712 sh | 2,712 | $259.6K | — | +1.9% |
| 1892 | CALIBER WEALTH MANAGEMENT, / KS#1892 · 2,710 sh | 2,710 | $259.4K | 0.03% | New |
| 1893 | Optas#1893 · 2,704 sh | 2,704 | $258.8K | 0.04% | +1.1% |
| 1894 | Crew Capital Management, Ltd.#1894 · 2,698 sh | 2,698 | $258.2K | 0.14% | 0.0% |
| 1895 | BRIAN LOW FINANCIAL GROUP#1895 · 2,697 sh | 2,697 | $258.1K | 0.15% | +11.2% |
| 1896 | 44 WEALTH MANAGEMENT#1896 · 2,693 sh | 2,693 | $257.7K | 0.09% | -4.8% |
| 1897 | Nova R Wealth#1897 · 2,682 sh | 2,682 | $256.7K | — | +1.5% |
| 1898 | STG SECURITIES#1898 · 2,680 sh | 2,680 | $256.5K | 0.02% | — |
| 1899 | Code Waechter#1899 · 2,676 sh | 2,676 | $256.1K | — | +1.2% |
| 1900 | RAINEY & RANDALL WEALTH ADVISORS#1900 · 2,675 sh | 2,675 | $256.0K | — | 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.