SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | Artesa Financial Group#2101 · 2,091 sh | 2,091 | $200.1K | 0.17% | 0.0% |
| 2102 | Sharp Financial Services#2102 · 2,090 sh | 2,090 | $200.1K | 0.09% | -0.5% |
| 2103 | Measured Wealth Private Client Group#2103 · 2,030 sh | 2,030 | $194.3K | 0.05% | 0.0% |
| 2104 | Tripletail Wealth Management#2104 · 1,980 sh | 1,980 | $194.0K | 0.22% | +8.2% |
| 2105 | TIEMANN INVESTMENT ADVISORS#2105 · 2,026 sh | 2,026 | $193.9K | 0.07% | -12.9% |
| 2106 | First Command Advisory Services#2106 · 2,009 sh | 2,009 | $192.3K | <0.01% | -72.3% |
| 2107 | TOWER & INVESTMENT#2107 · 2,006 sh | 2,006 | $192.0K | 0.12% | 0.0% |
| 2108 | OLD SECOND NATIONAL BANK OF AURORA#2108 · 1,971 sh | 1,971 | $188.6K | — | 0.0% |
| 2109 | HAGER INVESTMENT MANAGEMENT SERVICES#2109 · 1,897 sh | 1,897 | $181.6K | 0.08% | 0.0% |
| 2110 | Transamerica Financial Advisors#2110 · 1,884 sh | 1,884 | $180.4K | 0.02% | +19.7% |
| 2111 | OSTRUM ASSET MANAGEMENT#2111 · 1,864 sh | 1,864 | $178.4K | <0.01% | -35.0% |
| 2112 | PROATHLETE WEALTH MANAGEMENT#2112 · 1,832 sh | 1,832 | $175.5K | — | +0.8% |
| 2113 | PlanVest Financial#2113 · 1,789 sh | 1,789 | $171.2K | 0.11% | +0.2% |
| 2114 | Nemes Rush Group#2114 · 1,757 sh | 1,757 | $168.1K | 0.01% | +34.5% |
| 2115 | Capital Advisors, Ltd.#2115 · 1,760 sh | 1,760 | $168.0K | 0.02% | -4.9% |
| 2116 | Community Bank, N.A.#2116 · 1,750 sh | 1,750 | $167.5K | 0.02% | 0.0% |
| 2117 | Fortitude Family Office#2117 · 1,739 sh | 1,739 | $166.4K | — | -0.2% |
| 2118 | Silvant Capital Management#2118 · 1,727 sh | 1,727 | $165.3K | <0.01% | 0.0% |
| 2119 | BEACON INVESTMENT ADVISORY SERVICES#2119 · 1,725 sh | 1,725 | $165.1K | — | -10.6% |
| 2120 | MV CAPITAL MANAGEMENT#2120 · 1,713 sh | 1,713 | $164.0K | 0.01% | +1.3% |
| 2121 | CREATIVE FINANCIAL DESIGNS#2121 · 1,685 sh | 1,685 | $161.3K | <0.01% | -2.6% |
| 2122 | JFS WEALTH ADVISORS#2122 · 1,655 sh | 1,655 | $158.4K | <0.01% | +28.5% |
| 2123 | Investment Research & Advisory Group#2123 · 1,591 sh | 1,591 | $156.7K | — | +215.7% |
| 2124 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#2124 · 1,630 sh | 1,630 | $156.0K | 0.04% | +28.3% |
| 2125 | RMG Wealth Management#2125 · 1,672 sh | 1,672 | $154.7K | — | 0.0% |
| 2126 | SOUTH PLAINS FINANCIAL#2126 · 1,605 sh | 1,605 | $153.6K | 0.08% | 0.0% |
| 2127 | Allianz Asset Management GmbH#2127 · 1,569 sh | 1,569 | $151.4K | <0.01% | -78.6% |
| 2128 | Basecamp Wealth Advisors#2128 · 1,581 sh | 1,581 | $151.3K | 0.03% | -0.3% |
| 2129 | Mosley Wealth Management#2129 · 1,564 sh | 1,564 | $149.7K | — | -86.5% |
| 2130 | Tanglewood Legacy Advisors#2130 · 1,501 sh | 1,501 | $143.7K | 0.05% | 0.0% |
| 2131 | ACIMA PRIVATE WEALTH#2131 · 1,500 sh | 1,500 | $143.6K | — | 0.0% |
| 2132 | MRP Capital Investments#2132 · 1,500 sh | 1,500 | $143.6K | 0.11% | 0.0% |
| 2133 | Financial Management Professionals#2133 · 1,479 sh | 1,479 | $141.5K | — | +0.5% |
| 2134 | WESTPAC BANKING#2134 · 1,474 sh | 1,474 | $141.1K | <0.01% | 0.0% |
| 2135 | Center for Financial Planning#2135 · 1,459 sh | 1,459 | $139.6K | — | 0.0% |
| 2136 | Ritter Daniher Financial Advisory / DE#2136 · 1,450 sh | 1,450 | $138.8K | 0.02% | 0.0% |
| 2137 | TOTH FINANCIAL ADVISORY#2137 · 1,397 sh | 1,397 | $133.7K | — | -0.2% |
| 2138 | Millstone Evans Group#2138 · 1,397 sh | 1,397 | $133.7K | 0.07% | +1.2% |
| 2139 | Community Financial Services Group#2139 · 1,401 sh | 1,401 | $133.3K | — | +174.2% |
| 2140 | Westfuller Advisors#2140 · 1,386 sh | 1,386 | $132.7K | 0.05% | +0.3% |
| 2141 | Avion Wealth#2141 · 1,348 sh | 1,348 | $129.0K | 0.02% | +8.8% |
| 2142 | Gen-Wealth Partners#2142 · 1,347 sh | 1,347 | $128.9K | 0.04% | +1.1% |
| 2143 | Meramec Financial Planners#2143 · 1,333 sh | 1,333 | $128.6K | 0.05% | New |
| 2144 | Smallwood Wealth Investment Management#2144 · 1,310 sh | 1,310 | $125.4K | 0.05% | 0.0% |
| 2145 | Buck Wealth Strategies#2145 · 1,306 sh | 1,306 | $125.0K | 0.01% | New |
| 2146 | Steigerwald, Gordon & Koch#2146 · 1,302 sh | 1,302 | $124.6K | 0.01% | +0.5% |
| 2147 | Main Street Group, LTD#2147 · 1,273 sh | 1,273 | $121.8K | 0.03% | 0.0% |
| 2148 | JNBA Financial Advisors#2148 · 1,262 sh | 1,262 | $120.8K | <0.01% | 0.0% |
| 2149 | TrueNorth#2149 · 1,225 sh | 1,225 | $117.2K | <0.01% | +2211.3% |
| 2150 | Knights of Columbus Asset Advisors#2150 · 1,200 sh | 1,200 | $114.9K | <0.01% | 0.0% |
| 2151 | HORIZON FINANCIAL SERVICES#2151 · 1,188 sh | 1,188 | $113.7K | 0.04% | 0.0% |
| 2152 | Hughes Financial Services#2152 · 1,182 sh | 1,182 | $113.1K | 0.01% | +3.3% |
| 2153 | PROFFITT & GOODSON#2153 · 1,163 sh | 1,163 | $111.3K | 0.02% | 0.0% |
| 2154 | BARRETT & COMPANY#2154 · 1,150 sh | 1,150 | $110.1K | — | -22.6% |
| 2155 | Roble, Belko & Company#2155 · 1,154 sh | 1,154 | $110.0K | 0.01% | 0.0% |
| 2156 | Quest 10 Wealth Builders#2156 · 1,117 sh | 1,117 | $106.9K | 0.08% | 0.0% |
| 2157 | MANNING & NAPIER ADVISORS#2157 · 1,100 sh | 1,100 | $106.4K | <0.01% | 0.0% |
| 2158 | Stone House Investment Management#2158 · 1,104 sh | 1,104 | $105.7K | — | +0.3% |
| 2159 | Ares Financial Consulting#2159 · 1,100 sh | 1,100 | $105.3K | — | 0.0% |
| 2160 | Financial Gravity Companies, (FGCO)#2160 · 1,087 sh | 1,087 | $104.0K | 0.02% | — |
| 2161 | BELLEVUE ASSET MANAGEMENT#2161 · 1,084 sh | 1,084 | $103.8K | 0.05% | +0.6% |
| 2162 | Trifecta Capital Advisors#2162 · 1,084 sh | 1,084 | $103.8K | — | +3.2% |
| 2163 | RICHARDSON FINANCIAL SERVICES#2163 · 1,082 sh | 1,082 | $103.6K | 0.06% | +18.0% |
| 2164 | VISION FINANCIAL MARKETS#2164 · 1,068 sh | 1,068 | $101.6K | — | 0.0% |
| 2165 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2165 · 1,061 sh | 1,061 | $101.6K | — | +28.0% |
| 2166 | POM Investment Strategies#2166 · 1,060 sh | 1,060 | $101.5K | — | 0.0% |
| 2167 | Redwood Park Advisors#2167 · 1,049 sh | 1,049 | $100.4K | 0.07% | +0.9% |
| 2168 | Lloyd Advisory Services#2168 · 1,041 sh | 1,041 | $99.7K | 0.04% | +707.0% |
| 2169 | Beacon Financial Strategies#2169 · 1,016 sh | 1,016 | $97.2K | — | +162.5% |
| 2170 | American Capital Advisory#2170 · 1,009 sh | 1,009 | $96.6K | 0.04% | +1.2% |
| 2171 | LRI Investments#2171 · 1,007 sh | 1,007 | $96.4K | <0.01% | +2.8% |
| 2172 | Dorato Capital Management#2172 · 1,007 sh | 1,007 | $96.3K | — | 0.0% |
| 2173 | Silver Grove Financial Group#2173 · 1,005 sh | 1,005 | $96.2K | 0.05% | +383.2% |
| 2174 | Synergy Investment Management#2174 · 1,002 sh | 1,002 | $96.0K | 0.02% | +29.8% |
| 2175 | CALDWELL SUTTER CAPITAL#2175 · 994 sh | 994 | $95.1K | 0.04% | -1.0% |
| 2176 | Dunhill Financial#2176 · 993 sh | 993 | $95.1K | 0.02% | +28.3% |
| 2177 | Physician Wealth Advisors#2177 · 982 sh | 982 | $94.0K | — | +0.6% |
| 2178 | Kennebec Savings Bank#2178 · 958 sh | 958 | $91.7K | — | 0.0% |
| 2179 | GW&K Investment Management#2179 · 929 sh | 929 | $89.0K | <0.01% | -5.6% |
| 2180 | VALLEY NATIONAL ADVISERS#2180 · 929 sh | 929 | $88.9K | — | -19.5% |
| 2181 | IAG Wealth Partners#2181 · 926 sh | 926 | $88.6K | <0.01% | 0.0% |
| 2182 | Rossby Financial, LCC#2182 · 913 sh | 913 | $87.4K | 0.02% | +3.5% |
| 2183 | Roxbury Financial#2183 · 903 sh | 903 | $86.4K | — | +0.8% |
| 2184 | Highland Investment Advisors#2184 · 894 sh | 894 | $85.6K | 0.04% | — |
| 2185 | Strategic Investment Solutions#2185 · 888 sh | 888 | $85.0K | 0.02% | -28.5% |
| 2186 | ACTION POINT FINANCIAL PLANNING#2186 · 890 sh | 890 | $84.4K | <0.01% | New |
| 2187 | James T. Borello RIA#2187 · 867 sh | 867 | $83.0K | — | +15.4% |
| 2188 | Kozak & Associates#2188 · 865 sh | 865 | $82.3K | 0.01% | +0.8% |
| 2189 | TOUNJIAN ADVISORY PARTNERS#2189 · 849 sh | 849 | $81.3K | 0.03% | New |
| 2190 | CHAPMAN FINANCIAL GROUP#2190 · 840 sh | 840 | $80.4K | — | 0.0% |
| 2191 | HAZLETT, BURT & WATSON#2191 · 829 sh | 829 | $80.0K | 0.02% | -4.5% |
| 2192 | Northwest & Ethical Investments L.P.#2192 · 818 sh | 818 | $79.1K | <0.01% | -85.3% |
| 2193 | Asset Dedication#2193 · 824 sh | 824 | $78.9K | <0.01% | -9.5% |
| 2194 | S&T BANK#2194 · 823 sh | 823 | $78.8K | 0.02% | +15.9% |
| 2195 | FLAGSHIP WEALTH ADVISORS#2195 · 800 sh | 800 | $76.6K | 0.02% | 0.0% |
| 2196 | Owl Creek Wealth Partners#2196 · 756 sh | 756 | $72.4K | — | +6.3% |
| 2197 | GILL CAPITAL PARTNERS#2197 · 752 sh | 752 | $72.0K | — | +302.1% |
| 2198 | Sawyer & Company#2198 · 742 sh | 742 | $71.0K | — | -9.4% |
| 2199 | Fairscale Capital#2199 · 736 sh | 736 | $70.4K | 0.04% | 0.0% |
| 2200 | BOYD WATTERSON ASSET MANAGEMENT#2200 · 734 sh | 734 | $70.3K | 0.02% | 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.