SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. 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 101–200 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Mitsubishi UFJ & Banking#101 · 811,142 sh | 811,142 | $77.6M | 0.17% | +2.1% |
| 102 | Welch Group#102 · 787,841 sh | 787,841 | $75.4M | 2.57% | +0.6% |
| 103 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#103 · 779,399 sh | 779,399 | $74.6M | — | -9.9% |
| 104 | SG Americas Securities#104 · 754,551 sh | 754,551 | $73.3M | 0.04% | +137.0% |
| 105 | Korea Investment#105 · 756,114 sh | 756,114 | $72.4M | 0.14% | -10.0% |
| 106 | Bank Julius Baer & Ltd, Zurich#106 · 746,107 sh | 746,107 | $71.6M | 0.19% | +1.6% |
| 107 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#107 · 745,415 sh | 745,415 | $71.3M | 0.63% | New |
| 108 | OLD REPUBLIC INTERNATIONAL#108 · 711,900 sh | 711,900 | $68.1M | — | 0.0% |
| 109 | Portman Square Capital LLP#109 · 1,297,789 sh | 1,297,789 | $67.8M | — | -6.0% |
| 110 | Point72 Asset Management, L.P.#110 · 61,341,000 sh | 61,341,000 | $67.6M | 0.07% | +65.6% |
| 111 | MIRAE ASSET GLOBAL ETFS Ltd.#111 · 1,053,518 sh | 1,053,518 | $67.5M | 0.08% | +309.8% |
| 112 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#112 · 704,100 sh | 704,100 | $67.4M | 0.03% | +25.8% |
| 113 | BALYASNY ASSET MANAGEMENT L.P.#113 · 701,019 sh | 701,019 | $67.1M | 0.08% | -97.4% |
| 114 | Quantinno Capital Management#114 · 700,173 sh | 700,173 | $67.0M | 0.08% | +52.4% |
| 115 | COHEN & STEERS#115 · 691,562 sh | 691,562 | $66.2M | 0.10% | 0.0% |
| 116 | SOROS FUND MANAGEMENT#116 · 65,000,000 sh | 65,000,000 | $65.8M | 0.81% | New |
| 117 | STATE OF WISCONSIN INVESTMENT BOARD#117 · 8,598,052 sh | 8,598,052 | $65.7M | 0.13% | +139.5% |
| 118 | NATIONAL BANK OF CANADA#118 · 678,449 sh | 678,449 | $64.9M | 0.05% | +16.1% |
| 119 | FORT WASHINGTON INVESTMENT ADVISORS#119 · 651,760 sh | 651,760 | $62.4M | — | -0.1% |
| 120 | Capital Investment Advisors#120 · 648,573 sh | 648,573 | $62.1M | — | +1.3% |
| 121 | Creative Planning#121 · 625,306 sh | 625,306 | $59.8M | 0.04% | +6.1% |
| 122 | OSAIC#122 · 621,416 sh | 621,416 | $59.5M | 0.07% | +13.0% |
| 123 | PRUDENTIAL FINANCIAL#123 · 609,584 sh | 609,584 | $58.3M | 0.06% | -61.7% |
| 124 | Assenagon Asset Management S.A.#124 · 605,409 sh | 605,409 | $57.9M | — | -0.6% |
| 125 | Clark Capital Management Group#125 · 593,182 sh | 593,182 | $56.8M | 0.31% | +1.4% |
| 126 | Magellan Asset Management Ltd#126 · 592,268 sh | 592,268 | $56.7M | 1.27% | +8.6% |
| 127 | VAUGHAN DAVID INVESTMENTS#127 · 590,329 sh | 590,329 | $56.5M | 1.12% | +1.5% |
| 128 | Treasurer of the State of North Carolina#128 · 582,353 sh | 582,353 | $55.7M | 0.14% | +23.4% |
| 129 | ZAZOVE ASSOCIATES#129 · 49,750,000 sh | 49,750,000 | $54.9M | 4.42% | +74.3% |
| 130 | WEALTH ENHANCEMENT ADVISORY SERVICES#130 · 570,498 sh | 570,498 | $53.7M | — | +22.3% |
| 131 | PNC FINANCIAL SERVICES GROUP#131 · 555,870 sh | 555,870 | $53.2M | 0.03% | +1.6% |
| 132 | Chevy Chase#132 · 548,439 sh | 548,439 | $52.5M | 0.14% | +0.4% |
| 133 | GREAT WEST LIFE ASSURANCE#133 · 532,507 sh | 532,507 | $50.9M | 0.08% | -15.5% |
| 134 | TENOR CAPITAL MANAGEMENT , L.P.#134 · 50,000,000 sh | 50,000,000 | $50.7M | 0.71% | New |
| 135 | Asset Management One , Ltd.#135 · 527,081 sh | 527,081 | $50.4M | — | +1.7% |
| 136 | Investment Management of Ontario#136 · 522,424 sh | 522,424 | $50.0M | 0.63% | -11.0% |
| 137 | WORLDQUANT MILLENNIUM ADVISORS#137 · 512,138 sh | 512,138 | $49.0M | 0.17% | +36.0% |
| 138 | OpenArc Corporate Advisory#138 · 504,412 sh | 504,412 | $48.3M | — | +11.7% |
| 139 | 1832 Asset Management L.P.#139 · 495,642 sh | 495,642 | $47.4M | 0.02% | -12.3% |
| 140 | EP Wealth Advisors#140 · 491,161 sh | 491,161 | $47.0M | 0.18% | +27.5% |
| 141 | Aequim Alternative Investments#141 · 30,170,082 sh | 30,170,082 | $46.6M | 0.72% | New |
| 142 | Sterling Capital Management#142 · 484,710 sh | 484,710 | $46.4M | — | -19.1% |
| 143 | Cambridge Investment Research Advisors#143 · 482,967 sh | 482,967 | $46.0M | 0.10% | +0.2% |
| 144 | CIBC Asset Management#144 · 478,067 sh | 478,067 | $45.8M | 0.10% | -5.8% |
| 145 | THRIVENT FINANCIAL FOR LUTHERANS#145 · 20,121,070 sh | 20,121,070 | $45.1M | 0.08% | +202.8% |
| 146 | SEI INVESTMENTS#146 · 746,111 sh | 746,111 | $44.6M | 0.04% | +38.5% |
| 147 | GABELLI FUNDS#147 · 497,252 sh | 497,252 | $43.9M | 0.28% | +4.3% |
| 148 | Capital International#148 · 510,524 sh | 510,524 | $43.9M | 0.31% | -14.4% |
| 149 | AQR CAPITAL MANAGEMENT#149 · 456,982 sh | 456,982 | $43.7M | 0.02% | +20.1% |
| 150 | PenderFund Capital Management Ltd.#150 · 40,000,000 sh | 40,000,000 | $43.3M | 5.55% | +33.3% |
| 151 | Savant Capital#151 · 447,836 sh | 447,836 | $43.0M | 0.13% | +104.5% |
| 152 | NOMURA ASSET MANAGEMENT LTD#152 · 449,136 sh | 449,136 | $43.0M | 0.09% | +7.5% |
| 153 | TORONTO DOMINION BANK#153 · 6,279,515 sh | 6,279,515 | $42.7M | 0.05% | +1358.7% |
| 154 | MACKENZIE FINANCIAL#154 · 430,935 sh | 430,935 | $41.2M | 0.04% | +8.0% |
| 155 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#155 · 430,244 sh | 430,244 | $41.2M | 0.12% | -3.5% |
| 156 | MML INVESTORS SERVICES#156 · 429,658 sh | 429,658 | $41.1M | 0.08% | +2.0% |
| 157 | Resona Asset Management ,Ltd.#157 · 425,524 sh | 425,524 | $40.8M | 0.19% | -4.2% |
| 158 | Janney Montgomery Scott#158 · 421,712 sh | 421,712 | $40.4M | 0.08% | +10.0% |
| 159 | US BANCORP \DE\#159 · 413,796 sh | 413,796 | $39.6M | 0.04% | +0.9% |
| 160 | TD ASSET MANAGEMENT#160 · 411,844 sh | 411,844 | $39.4M | 0.03% | -1.5% |
| 161 | EDGAR LOMAX#161 · 411,155 sh | 411,155 | $39.4M | 2.94% | -8.2% |
| 162 | Sanctuary Advisors#162 · 401,627 sh | 401,627 | $38.4M | 0.18% | -0.3% |
| 163 | Ovata Capital Management Ltd#163 · 34,000,000 sh | 34,000,000 | $37.5M | 2.82% | +74.4% |
| 164 | State of Tennessee, Treasury Department#164 · 392,021 sh | 392,021 | $37.5M | 0.11% | +27.7% |
| 165 | Mariner#165 · 375,232 sh | 375,232 | $35.9M | 0.04% | -17.4% |
| 166 | CAHABA WEALTH MANAGEMENT#166 · 373,857 sh | 373,857 | $35.8M | — | -4.0% |
| 167 | Allspring Global Investments#167 · 372,809 sh | 372,809 | $35.5M | 0.05% | +0.9% |
| 168 | Southern Financial Group#168 · 366,432 sh | 366,432 | $35.1M | 8.95% | -0.4% |
| 169 | State of New Jersey Common Pension Fund D#169 · 364,593 sh | 364,593 | $34.9M | 0.12% | -2.9% |
| 170 | DnB Asset Management AS#170 · 362,724 sh | 362,724 | $34.7M | 0.10% | -33.7% |
| 171 | Wellesley Asset Management#171 · 34,627,000 sh | 34,627,000 | $34.6M | 3.16% | +669.5% |
| 172 | Bollard Group#172 · 355,146 sh | 355,146 | $34.0M | 1.03% | +4.4% |
| 173 | Waverly Advisors#173 · 347,945 sh | 347,945 | $33.3M | 0.19% | +3.7% |
| 174 | Foundations Investment Advisors#174 · 347,316 sh | 347,316 | $33.2M | 0.34% | +14.2% |
| 175 | VIRGINIA RETIREMENT SYSTEMS ET Al#175 · 343,619 sh | 343,619 | $32.9M | 0.12% | +30.9% |
| 176 | GW HENSSLER & ASSOCIATES LTD#176 · 343,576 sh | 343,576 | $32.9M | — | +0.1% |
| 177 | Aptus Capital Advisors#177 · 342,150 sh | 342,150 | $32.7M | 0.22% | -10.2% |
| 178 | FIFTH THIRD BANCORP#178 · 344,428 sh | 344,428 | $31.9M | 0.05% | +3.8% |
| 179 | IFM Investors Pty Ltd#179 · 331,715 sh | 331,715 | $31.7M | — | +11.0% |
| 180 | Kestra Advisory Services#180 · 329,023 sh | 329,023 | $31.5M | 0.10% | -9.5% |
| 181 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#181 · 25,103,712 sh | 25,103,712 | $31.4M | 0.02% | +143.5% |
| 182 | D. E. Shaw#182 · 375,457 sh | 375,457 | $31.4M | 0.01% | +4.4% |
| 183 | AMERICAN CENTURY COMPANIES#183 · 326,394 sh | 326,394 | $31.2M | 0.01% | +6.5% |
| 184 | CAPTRUST FINANCIAL ADVISORS#184 · 325,851 sh | 325,851 | $31.2M | 0.05% | +6.3% |
| 185 | PUBLIC SECTOR PENSION INVESTMENT BOARD#185 · 321,853 sh | 321,853 | $30.8M | 0.08% | +2.7% |
| 186 | Czech National Bank#186 · 320,873 sh | 320,873 | $30.7M | — | +7.0% |
| 187 | Hudson Bay Capital Management#187 · 30,000,000 sh | 30,000,000 | $30.4M | 0.08% | +500.0% |
| 188 | Arizona State Retirement System#188 · 312,805 sh | 312,805 | $29.9M | 0.15% | +3.7% |
| 189 | Mirae Asset Global Investments , Ltd.#189 · 310,423 sh | 310,423 | $29.7M | 0.04% | +43.7% |
| 190 | LIBERTY ONE INVESTMENT MANAGEMENT#190 · 309,176 sh | 309,176 | $29.6M | 2.96% | +1.6% |
| 191 | CIBC Bancorp USA#191 · 308,433 sh | 308,433 | $29.5M | 0.04% | -15.7% |
| 192 | Arbejdsmarkedets Tillaegspension#192 · 304,100 sh | 304,100 | $29.1M | 0.63% | +12.8% |
| 193 | Crossmark Global#193 · 302,533 sh | 302,533 | $29.0M | — | +4.3% |
| 194 | Baird Financial Group#194 · 298,169 sh | 298,169 | $28.5M | 0.04% | -0.4% |
| 195 | Zurcher Kantonalbank (Zurich Cantonalbank)#195 · 297,547 sh | 297,547 | $28.5M | 0.05% | -10.7% |
| 196 | Susquehanna Portfolio Strategies#196 · 292,936 sh | 292,936 | $28.0M | 0.45% | +0.3% |
| 197 | STATE TREASURER STATE OF MICHIGAN#197 · 288,623 sh | 288,623 | $27.6M | — | +0.3% |
| 198 | HUNTINGTON NATIONAL BANK#198 · 287,618 sh | 287,618 | $27.5M | 0.13% | +1.6% |
| 199 | Rockefeller Capital Management L.P.#199 · 281,598 sh | 281,598 | $27.0M | 0.04% | +19.4% |
| 200 | BNP Paribas Asset Management Holding S.A.#200 · 279,824 sh | 279,824 | $26.8M | 0.03% | +392.9% |
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.