SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | Octavia Wealth Advisors#1901 · 2,673 sh | 2,673 | $255.8K | 0.02% | -4.9% |
| 1902 | COLTON GROOME FINANCIAL ADVISORS#1902 · 2,671 sh | 2,671 | $255.7K | — | +20.2% |
| 1903 | NOESIS CAPITAL MANGEMENT#1903 · 2,671 sh | 2,671 | $255.6K | — | 0.0% |
| 1904 | Waterford Advisors#1904 · 2,671 sh | 2,671 | $255.6K | 0.07% | 0.0% |
| 1905 | READYSTATE ASSET MANAGEMENT#1905 · 2,670 sh | 2,670 | $255.5K | <0.01% | New |
| 1906 | ALEXANDER LABRUNERIE#1906 · 2,669 sh | 2,669 | $255.4K | 0.09% | 0.0% |
| 1907 | Garrett Wealth Advisory Group#1907 · 2,668 sh | 2,668 | $255.4K | — | -0.9% |
| 1908 | Unified Investment Management#1908 · 2,663 sh | 2,663 | $254.9K | — | 0.0% |
| 1909 | DOVER ADVISORS#1909 · 2,911 sh | 2,911 | $253.8K | 0.10% | -12.1% |
| 1910 | ZEVIN ASSET MANAGEMENT#1910 · 2,650 sh | 2,650 | $253.6K | 0.04% | 0.0% |
| 1911 | Clare Market Investments#1911 · 2,650 sh | 2,650 | $253.6K | 0.05% | 0.0% |
| 1912 | Advance Capital Management#1912 · 2,649 sh | 2,649 | $253.5K | <0.01% | -0.9% |
| 1913 | TUCKER ASSET MANAGEMENT#1913 · 2,648 sh | 2,648 | $253.4K | 0.06% | -5.6% |
| 1914 | Ardent Capital Management#1914 · 2,648 sh | 2,648 | $253.4K | — | -1.0% |
| 1915 | LifePlan Investment Advisors#1915 · 2,646 sh | 2,646 | $253.2K | 0.09% | +9.6% |
| 1916 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1916 · 2,646 sh | 2,646 | $253.2K | — | 0.0% |
| 1917 | BARLOW WEALTH PARTNERS#1917 · 2,620 sh | 2,620 | $252.5K | — | 0.0% |
| 1918 | Rockbridge Investment Management, LCC#1918 · 2,632 sh | 2,632 | $251.9K | 0.02% | +1.0% |
| 1919 | Asset One Wealth Management#1919 · 2,660 sh | 2,660 | $251.6K | 0.03% | -0.6% |
| 1920 | PROSPERITY BANCSHARES#1920 · 2,622 sh | 2,622 | $251.0K | 0.16% | +4.1% |
| 1921 | Nordwand Advisors#1921 · 2,621 sh | 2,621 | $250.9K | 0.04% | 0.0% |
| 1922 | Consilium Wealth Advisory#1922 · 2,618 sh | 2,618 | $250.6K | — | 0.0% |
| 1923 | FIRST FINANCIAL BANKSHARES#1923 · 2,617 sh | 2,617 | $250.5K | <0.01% | -0.2% |
| 1924 | Bluebird Wealth Management#1924 · 2,616 sh | 2,616 | $250.4K | 0.22% | +5.3% |
| 1925 | CHELSEA COUNSEL#1925 · 2,614 sh | 2,614 | $250.2K | 0.11% | -5.4% |
| 1926 | Harel Insurance Investments & Financial Services Ltd.#1926 · 2,615 sh | 2,615 | $250.0K | <0.01% | +6.1% |
| 1927 | Falcon Wealth Planning#1927 · 2,608 sh | 2,608 | $249.6K | 0.02% | New |
| 1928 | CHICKASAW CAPITAL MANAGEMENT#1928 · 2,600 sh | 2,600 | $249.0K | — | 0.0% |
| 1929 | Almanack Investment Partners#1929 · 2,601 sh | 2,601 | $248.9K | 0.03% | New |
| 1930 | ADVISORTRUST PARTNERS#1930 · 2,601 sh | 2,601 | $248.9K | 0.09% | 0.0% |
| 1931 | Buttonwood Financial Advisors#1931 · 2,600 sh | 2,600 | $248.9K | — | 0.0% |
| 1932 | Y-Intercept (Hong Kong) Ltd#1932 · 2,599 sh | 2,599 | $248.8K | — | New |
| 1933 | Deseret Mutual Benefit Administrators#1933 · 2,598 sh | 2,598 | $248.7K | 0.08% | -5.9% |
| 1934 | Williams Jones Wealth Management#1934 · 2,596 sh | 2,596 | $248.5K | <0.01% | +11.1% |
| 1935 | FERGUSON WELLMAN CAPITAL MANAGEMENT#1935 · 2,592 sh | 2,592 | $248.1K | — | +2.5% |
| 1936 | VISTA INVESTMENT PARTNERS#1936 · 2,583 sh | 2,583 | $247.2K | — | -4.4% |
| 1937 | Delta Investment Management#1937 · 2,582 sh | 2,582 | $247.1K | 0.04% | 0.0% |
| 1938 | Longboard Asset Management#1938 · 2,573 sh | 2,573 | $246.3K | — | 0.0% |
| 1939 | FSM Wealth Advisors#1939 · 2,573 sh | 2,573 | $246.2K | — | +6.2% |
| 1940 | Accredited Investors#1940 · 2,569 sh | 2,569 | $245.9K | 0.01% | +10.3% |
| 1941 | Saxony Capital Management#1941 · 2,567 sh | 2,567 | $245.7K | — | -6.6% |
| 1942 | ENTERPRISE FINANCIAL SERVICES#1942 · 2,564 sh | 2,564 | $245.4K | 0.10% | +2.2% |
| 1943 | Ironwood Investment Counsel#1943 · 2,554 sh | 2,554 | $244.5K | 0.03% | -8.0% |
| 1944 | Newbridge Financial Services Group#1944 · 2,552 sh | 2,552 | $244.3K | — | -2.7% |
| 1945 | Braun-Bostich & Associates#1945 · 2,552 sh | 2,552 | $244.3K | — | -6.7% |
| 1946 | Commonwealth Financial Services#1946 · 2,551 sh | 2,551 | $244.2K | — | +5.7% |
| 1947 | Aldebaran Financial#1947 · 2,550 sh | 2,550 | $244.1K | 0.20% | 0.0% |
| 1948 | LMCG INVESTMENTS#1948 · 2,550 sh | 2,550 | $244.1K | — | 0.0% |
| 1949 | Wood Tarver Financial Group#1949 · 2,559 sh | 2,559 | $244.0K | 0.06% | +3.4% |
| 1950 | Lewis Asset Management#1950 · 2,545 sh | 2,545 | $243.6K | — | 0.0% |
| 1951 | Comprehensive Financial Consultants Institutional#1951 · 2,540 sh | 2,540 | $243.1K | — | 0.0% |
| 1952 | Whalen Wealth Management#1952 · 2,533 sh | 2,533 | $242.4K | — | +0.1% |
| 1953 | Legacy Edge Advisors#1953 · 2,529 sh | 2,529 | $242.1K | 0.02% | 0.0% |
| 1954 | Per Stirling Capital Management#1954 · 2,520 sh | 2,520 | $241.2K | 0.02% | +0.7% |
| 1955 | Walsh & Associates#1955 · 2,520 sh | 2,520 | $241.2K | 0.20% | -13.7% |
| 1956 | Rathbones Group PLC#1956 · 2,515 sh | 2,515 | $240.7K | <0.01% | New |
| 1957 | Accel Wealth Management#1957 · 2,514 sh | 2,514 | $240.6K | — | +1.0% |
| 1958 | Covenant Asset Management#1958 · 2,514 sh | 2,514 | $240.6K | — | +14.3% |
| 1959 | PATRICK M SWEENEY & ASSOCIATES#1959 · 2,513 sh | 2,513 | $240.5K | — | +6.3% |
| 1960 | Cornerstone Planning Group#1960 · 2,509 sh | 2,509 | $240.4K | — | -0.8% |
| 1961 | Samalin Investment Counsel#1961 · 2,501 sh | 2,501 | $239.4K | — | -7.5% |
| 1962 | Westover Capital Advisors#1962 · 2,500 sh | 2,500 | $239.3K | — | 0.0% |
| 1963 | Godshalk Welsh Capital Management#1963 · 2,500 sh | 2,500 | $239.3K | 0.13% | 0.0% |
| 1964 | Enhancing Capital#1964 · 2,500 sh | 2,500 | $239.3K | — | 0.0% |
| 1965 | Philip James Wealth Mangement#1965 · 2,497 sh | 2,497 | $239.0K | 0.03% | -10.7% |
| 1966 | Sentinus#1966 · 2,497 sh | 2,497 | $238.9K | 0.02% | +2.2% |
| 1967 | FORBES J M & LLP#1967 · 2,488 sh | 2,488 | $238.1K | — | 0.0% |
| 1968 | Perpetual Ltd#1968 · 2,488 sh | 2,488 | $238.1K | — | 0.0% |
| 1969 | WILLIAM JOHN SEMPOLINSKI#1969 · 2,488 sh | 2,488 | $238.1K | — | 0.0% |
| 1970 | Aureus Asset Management#1970 · 2,483 sh | 2,483 | $237.6K | 0.01% | -44.4% |
| 1971 | S.A. Mason#1971 · 2,483 sh | 2,483 | $237.6K | — | +43.3% |
| 1972 | Monetary Solutions, Ltd#1972 · 2,483 sh | 2,483 | $237.6K | — | 0.0% |
| 1973 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT#1973 · 2,481 sh | 2,481 | $237.5K | 0.07% | 0.0% |
| 1974 | TIAA , NATIONAL ASSOCIATION#1974 · 2,467 sh | 2,467 | $236.1K | 0.01% | -17.7% |
| 1975 | Tevis Investment Management#1975 · 2,462 sh | 2,462 | $235.6K | 0.13% | +0.5% |
| 1976 | Alpine Bank Wealth Management#1976 · 2,460 sh | 2,460 | $235.4K | — | -0.1% |
| 1977 | Sterling Wealth Management#1977 · 2,457 sh | 2,457 | $235.2K | — | +11.4% |
| 1978 | Fiduciary Planning#1978 · 2,453 sh | 2,453 | $234.8K | — | 0.0% |
| 1979 | PREVAIL INNOVATIVE WEALTH ADVISORS#1979 · 2,451 sh | 2,451 | $234.6K | — | +1.4% |
| 1980 | WHITTIER OF NEVADA#1980 · 2,411 sh | 2,411 | $234.6K | <0.01% | +1.7% |
| 1981 | Alliance Wealth Advisors#1981 · 2,450 sh | 2,450 | $234.5K | 0.04% | New |
| 1982 | Thayer Partners, / MA#1982 · 2,447 sh | 2,447 | $234.2K | 0.10% | +6.4% |
| 1983 | Old Peak Finance#1983 · 2,446 sh | 2,446 | $234.1K | 0.11% | New |
| 1984 | Heritage Investment Group#1984 · 2,445 sh | 2,445 | $234.0K | 0.03% | 0.0% |
| 1985 | Spartan Planning & Wealth Management#1985 · 2,438 sh | 2,438 | $233.4K | — | +6.7% |
| 1986 | BRIGHTON SECURITIES#1986 · 2,428 sh | 2,428 | $232.4K | — | -5.8% |
| 1987 | Spears Abacus Advisors#1987 · 2,428 sh | 2,428 | $232.4K | <0.01% | New |
| 1988 | VERUS CAPITAL PARTNERS#1988 · 2,425 sh | 2,425 | $232.1K | 0.01% | -4.8% |
| 1989 | WEDGE CAPITAL MANAGEMENT L L P#1989 · 2,423 sh | 2,423 | $231.9K | — | New |
| 1990 | Sunpointe#1990 · 2,423 sh | 2,423 | $231.9K | — | +0.5% |
| 1991 | Live Oak Investment Partners#1991 · 2,422 sh | 2,422 | $231.8K | — | 0.0% |
| 1992 | EARNED WEALTH ADVISORS#1992 · 2,420 sh | 2,420 | $231.6K | 0.01% | -19.3% |
| 1993 | SAPIENT CAPITAL#1993 · 2,419 sh | 2,419 | $231.5K | — | -55.2% |
| 1994 | Forbes Financial Planning#1994 · 2,404 sh | 2,404 | $230.1K | — | 0.0% |
| 1995 | Traveka Wealth#1995 · 2,404 sh | 2,404 | $230.0K | — | +3.0% |
| 1996 | Innova Wealth Partners#1996 · 2,396 sh | 2,396 | $229.3K | — | -1.4% |
| 1997 | Axecap Investments#1997 · 2,393 sh | 2,393 | $229.0K | — | +0.5% |
| 1998 | Colonial River Wealth Management#1998 · 2,393 sh | 2,393 | $229.0K | — | -0.9% |
| 1999 | Greenfield Savings Bank#1999 · 2,389 sh | 2,389 | $228.7K | — | 0.0% |
| 2000 | Partners in Financial Planning#2000 · 2,386 sh | 2,386 | $228.4K | 0.03% | 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.