SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | PURSUIT WEALTH STRATEGIES#2001 · 2,380 sh | 2,380 | $227.8K | 0.30% | -1.9% |
| 2002 | MPS Loria Financial Planners#2002 · 2,374 sh | 2,374 | $227.2K | — | 0.0% |
| 2003 | Wealth Architects#2003 · 2,373 sh | 2,373 | $227.1K | 0.02% | +1.1% |
| 2004 | STEINBERGANNA WEALTH MANAGEMENT#2004 · 2,365 sh | 2,365 | $226.3K | — | +0.9% |
| 2005 | Manchester Capital Management#2005 · 2,362 sh | 2,362 | $226.1K | — | -0.1% |
| 2006 | Financial Engines Advisors L.L.C.#2006 · 2,359 sh | 2,359 | $225.8K | <0.01% | +11.6% |
| 2007 | Warren Street Wealth Advisors#2007 · 2,358 sh | 2,358 | $225.7K | 0.05% | +2.4% |
| 2008 | William B. Walkup & Associates#2008 · 2,358 sh | 2,358 | $225.7K | 0.11% | 0.0% |
| 2009 | ESSEX INVESTMENT MANAGEMENT#2009 · 2,353 sh | 2,353 | $225.2K | — | -0.6% |
| 2010 | DAVIS R M#2010 · 2,344 sh | 2,344 | $224.4K | <0.01% | -11.4% |
| 2011 | MIDLAND WEALTH ADVISORS#2011 · 2,333 sh | 2,333 | $223.3K | — | -14.9% |
| 2012 | Cottage Street Advisors#2012 · 2,333 sh | 2,333 | $222.7K | — | +0.3% |
| 2013 | SONATA CAPITAL GROUP#2013 · 2,325 sh | 2,325 | $222.5K | — | 0.0% |
| 2014 | HARBOR INVESTMENT ADVISORY#2014 · 2,323 sh | 2,323 | $222.3K | — | 0.0% |
| 2015 | R.H. Investment Group#2015 · 2,317 sh | 2,317 | $221.8K | 0.17% | 0.0% |
| 2016 | First Citizens Financial#2016 · 2,315 sh | 2,315 | $221.6K | — | -17.0% |
| 2017 | Bernicke Wealth Management, Ltd.#2017 · 2,311 sh | 2,311 | $221.2K | 0.03% | 0.0% |
| 2018 | Jackson, Grant Investment Advisers#2018 · 2,311 sh | 2,311 | $221.2K | 0.07% | +0.7% |
| 2019 | BankPlus Wealth Management#2019 · 2,310 sh | 2,310 | $221.1K | — | +10.4% |
| 2020 | PARTHENON#2020 · 2,307 sh | 2,307 | $220.8K | — | 0.0% |
| 2021 | Gerber Kawasaki Wealth & Investment Management#2021 · 2,303 sh | 2,303 | $220.5K | <0.01% | +6.0% |
| 2022 | Tudor Financial#2022 · 2,301 sh | 2,301 | $220.2K | 0.10% | +70.3% |
| 2023 | Callahan Advisors#2023 · 2,300 sh | 2,300 | $220.1K | 0.02% | -14.8% |
| 2024 | Stonebridge Financial Planning Group#2024 · 2,300 sh | 2,300 | $220.1K | 0.07% | -0.6% |
| 2025 | AllGen Financial Advisors#2025 · 2,300 sh | 2,300 | $220.1K | 0.05% | 0.0% |
| 2026 | Alamar Capital Management#2026 · 2,298 sh | 2,298 | $219.9K | 0.11% | 0.0% |
| 2027 | EWA#2027 · 2,294 sh | 2,294 | $219.5K | 0.04% | +8.6% |
| 2028 | INCEPTIONR#2028 · 2,290 sh | 2,290 | $219.2K | 0.05% | New |
| 2029 | PRIVATE MANAGEMENT GROUP#2029 · 2,288 sh | 2,288 | $218.9K | <0.01% | 0.0% |
| 2030 | Stonebrook Private#2030 · 2,284 sh | 2,284 | $218.6K | 0.04% | -1.0% |
| 2031 | Greenfield Seitz Capital Management#2031 · 2,270 sh | 2,270 | $217.3K | 0.06% | 0.0% |
| 2032 | Interchange Capital Partners#2032 · 2,268 sh | 2,268 | $217.1K | 0.04% | New |
| 2033 | Baring Financial#2033 · 2,267 sh | 2,267 | $217.0K | — | +6.4% |
| 2034 | BINGHAM PRIVATE WEALTH#2034 · 2,257 sh | 2,257 | $216.0K | 0.15% | New |
| 2035 | Optiver Holding B.V.#2035 · 2,253 sh | 2,253 | $215.6K | <0.01% | -19.7% |
| 2036 | BXM Wealth#2036 · 2,250 sh | 2,250 | $215.3K | 0.12% | 0.0% |
| 2037 | ACT Advisors#2037 · 2,249 sh | 2,249 | $215.3K | — | +2.1% |
| 2038 | Emprise Bank#2038 · 2,248 sh | 2,248 | $215.2K | — | 0.0% |
| 2039 | Strategic Family Wealth Counselors, L.L.C.#2039 · 2,246 sh | 2,246 | $215.0K | 0.05% | +0.8% |
| 2040 | Prairie Wealth Advisors#2040 · 0 sh | 0 | $215.0K | 0.05% | New |
| 2041 | BANK OF STOCKTON#2041 · 2,243 sh | 2,243 | $214.7K | — | -6.3% |
| 2042 | Garde Capital#2042 · 2,236 sh | 2,236 | $214.0K | <0.01% | 0.0% |
| 2043 | Storen Legacy Partners#2043 · 2,235 sh | 2,235 | $213.9K | 0.06% | +1.6% |
| 2044 | Fiduciary Wealth Partners#2044 · 2,226 sh | 2,226 | $213.1K | 0.12% | +0.9% |
| 2045 | Embree Financial Group#2045 · 2,224 sh | 2,224 | $212.8K | — | New |
| 2046 | FDx Advisors#2046 · 2,211 sh | 2,211 | $212.0K | 0.06% | -10.2% |
| 2047 | MBA Advisors#2047 · 2,213 sh | 2,213 | $211.8K | 0.07% | 0.0% |
| 2048 | Capula Management Ltd#2048 · 2,210 sh | 2,210 | $211.5K | <0.01% | -82.9% |
| 2049 | Interactive Financial Advisors#2049 · 2,208 sh | 2,208 | $211.3K | 0.13% | 0.0% |
| 2050 | Athena Investment Management#2050 · 2,208 sh | 2,208 | $211.3K | 0.13% | -10.2% |
| 2051 | Kestra Investment Management#2051 · 2,204 sh | 2,204 | $210.9K | <0.01% | New |
| 2052 | ISLAY CAPITAL MANAGEMENT#2052 · 2,203 sh | 2,203 | $210.9K | — | 0.0% |
| 2053 | DT Investment Partners#2053 · 2,201 sh | 2,201 | $210.7K | — | 0.0% |
| 2054 | Camelot Portfolios#2054 · 2,200 sh | 2,200 | $210.6K | 0.15% | 0.0% |
| 2055 | Summit Financial Strategies#2055 · 2,200 sh | 2,200 | $210.6K | — | 0.0% |
| 2056 | Altman Advisors#2056 · 2,200 sh | 2,200 | $210.6K | 0.08% | New |
| 2057 | LGT Fund Management Ltd.#2057 · 2,200 sh | 2,200 | $210.6K | <0.01% | -56.7% |
| 2058 | Taylor Hoffman Capital Management#2058 · 2,200 sh | 2,200 | $210.6K | 0.05% | 0.0% |
| 2059 | Glassy Mountain Advisors#2059 · 2,199 sh | 2,199 | $210.5K | 0.06% | 0.0% |
| 2060 | Copia Wealth Management#2060 · 2,195 sh | 2,195 | $210.1K | 0.13% | 0.0% |
| 2061 | TrustBank#2061 · 2,194 sh | 2,194 | $210.0K | — | -3.3% |
| 2062 | Mascagni Wealth Management#2062 · 2,189 sh | 2,189 | $209.5K | — | +0.1% |
| 2063 | Disciplined Investments#2063 · 2,188 sh | 2,188 | $209.4K | 0.07% | +0.1% |
| 2064 | VSM Wealth Advisory#2064 · 2,186 sh | 2,186 | $209.2K | 0.06% | +0.1% |
| 2065 | Strategic Financial Partners, Ltd.#2065 · 2,185 sh | 2,185 | $209.1K | 0.08% | -0.8% |
| 2066 | KMG FIDUCIARY PARTNERS#2066 · 2,184 sh | 2,184 | $209.0K | — | -50.8% |
| 2067 | OPINICUS CAPITAL#2067 · 2,183 sh | 2,183 | $209.0K | 0.11% | +0.8% |
| 2068 | Keating Financial Advisory Services#2068 · 2,180 sh | 2,180 | $208.6K | 0.03% | +13.8% |
| 2069 | Sagewood Asset Management#2069 · 2,175 sh | 2,175 | $208.2K | 0.05% | New |
| 2070 | Auxano Advisors#2070 · 2,174 sh | 2,174 | $208.1K | 0.04% | -5.7% |
| 2071 | Raiffeisen Bank International AG#2071 · 2,156 sh | 2,156 | $207.9K | <0.01% | 0.0% |
| 2072 | Phillips Wealth Planners#2072 · 2,137 sh | 2,137 | $207.9K | 0.15% | New |
| 2073 | Juno Financial Group#2073 · 2,169 sh | 2,169 | $207.6K | — | +1.5% |
| 2074 | FLOYD FINANCIAL GROUP#2074 · 2,161 sh | 2,161 | $207.3K | 0.14% | -10.4% |
| 2075 | Gradient Capital Advisors#2075 · 2,166 sh | 2,166 | $207.3K | — | +0.1% |
| 2076 | REAP Financial Group#2076 · 2,165 sh | 2,165 | $207.2K | 0.04% | +0.5% |
| 2077 | Black Diamond Financial#2077 · 2,159 sh | 2,159 | $206.6K | — | -5.7% |
| 2078 | Triton Wealth Management, PLLC#2078 · 2,143 sh | 2,143 | $206.6K | 0.06% | -12.5% |
| 2079 | FOSTER DYKEMA CABOT & PARTNERS#2079 · 2,155 sh | 2,155 | $206.3K | 0.01% | 0.0% |
| 2080 | Peoples Bank#2080 · 2,150 sh | 2,150 | $205.8K | — | 0.0% |
| 2081 | CRA Financial Services#2081 · 2,149 sh | 2,149 | $205.7K | — | -20.6% |
| 2082 | Madison Wealth Partners#2082 · 2,149 sh | 2,149 | $205.6K | 0.03% | New |
| 2083 | Wealth Science Advisors#2083 · 2,145 sh | 2,145 | $205.3K | — | +2257.1% |
| 2084 | Guardian Wealth Management#2084 · 2,142 sh | 2,142 | $205.0K | — | +0.6% |
| 2085 | Security Financial Services#2085 · 2,140 sh | 2,140 | $204.8K | 0.03% | New |
| 2086 | Obermeyer Wealth Partners#2086 · 2,139 sh | 2,139 | $204.7K | — | 0.0% |
| 2087 | RNC CAPITAL MANAGEMENT#2087 · 2,126 sh | 2,126 | $203.5K | <0.01% | New |
| 2088 | AGH Wealth Advisors#2088 · 2,126 sh | 2,126 | $203.5K | — | New |
| 2089 | Ponta Wealth Partners#2089 · 2,126 sh | 2,126 | $203.5K | 0.11% | New |
| 2090 | FAGAN ASSOCIATES#2090 · 2,124 sh | 2,124 | $203.3K | — | -15.8% |
| 2091 | Stonebridge Financial Group, / MO#2091 · 2,124 sh | 2,124 | $203.3K | 0.14% | -5.9% |
| 2092 | Newman Dignan & Sheerar#2092 · 2,123 sh | 2,123 | $203.2K | — | 0.0% |
| 2093 | Haven Capital Group#2093 · 2,113 sh | 2,113 | $202.2K | — | 0.0% |
| 2094 | Parcion Private Wealth#2094 · 2,111 sh | 2,111 | $202.0K | 0.01% | +1.8% |
| 2095 | AQR Arbitrage#2095 · 185,000 sh | 185,000 | $201.7K | <0.01% | New |
| 2096 | SEARCY FINANCIAL SERVICES#2096 · 2,101 sh | 2,101 | $201.1K | — | -4.1% |
| 2097 | Private Wealth Partners#2097 · 2,100 sh | 2,100 | $201.0K | — | 0.0% |
| 2098 | Heritage Wealth Management, /Texas#2098 · 2,100 sh | 2,100 | $201.0K | 0.08% | 0.0% |
| 2099 | Legacy Bridge#2099 · 2,095 sh | 2,095 | $200.5K | 0.06% | 0.0% |
| 2100 | Worth Asset Management#2100 · 2,094 sh | 2,094 | $200.4K | — | New |
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.