SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Wealth Enhancement Services#2201 · 728 sh | 728 | $69.7K | — | +4.9% |
| 2202 | TD Capital Management#2202 · 723 sh | 723 | $69.2K | <0.01% | -46.1% |
| 2203 | Olistico Wealth#2203 · 722 sh | 722 | $69.1K | — | 0.0% |
| 2204 | Canton Hathaway#2204 · 705 sh | 705 | $67.5K | — | 0.0% |
| 2205 | Avalon#2205 · 700 sh | 700 | $67.0K | <0.01% | 0.0% |
| 2206 | Purpose Unlimited#2206 · 700 sh | 700 | $67.0K | <0.01% | 0.0% |
| 2207 | Kingdom Financial Group#2207 · 692 sh | 692 | $66.3K | 0.02% | +436.4% |
| 2208 | NATIXIS#2208 · 65,000 sh | 65,000 | $66.0K | <0.01% | New |
| 2209 | Triumph Capital Management#2209 · 689 sh | 689 | $66.0K | — | -3.1% |
| 2210 | Leonteq Securities AG#2210 · 680 sh | 680 | $65.1K | <0.01% | -74.4% |
| 2211 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#2211 · 667 sh | 667 | $63.8K | 0.20% | -66.1% |
| 2212 | Western Pacific Wealth Management#2212 · 665 sh | 665 | $63.6K | — | 0.0% |
| 2213 | Global Asset Management#2213 · 663 sh | 663 | $63.5K | — | 0.0% |
| 2214 | Planning Strategies#2214 · 654 sh | 654 | $62.6K | — | — |
| 2215 | CNB Bank#2215 · 653 sh | 653 | $62.5K | 0.02% | 0.0% |
| 2216 | MARK SHEPTOFF FINANCIAL PLANNING#2216 · 650 sh | 650 | $62.2K | 0.03% | 0.0% |
| 2217 | Greykasell Wealth Strategies#2217 · 647 sh | 647 | $61.9K | 0.02% | 0.0% |
| 2218 | Golden State Equity Partners#2218 · 635 sh | 635 | $60.8K | 0.16% | -97.2% |
| 2219 | BIRCHBROOK#2219 · 632 sh | 632 | $60.5K | — | 0.0% |
| 2220 | Harborfront Financial Group#2220 · 631 sh | 631 | $60.4K | 0.23% | — |
| 2221 | Uniplan Investment Counsel#2221 · 630 sh | 630 | $60.4K | <0.01% | New |
| 2222 | HighMark Wealth Management#2222 · 623 sh | 623 | $59.6K | 0.02% | 0.0% |
| 2223 | WPG Advisers#2223 · 620 sh | 620 | $59.3K | 0.03% | +14.8% |
| 2224 | First Bancorp#2224 · 616 sh | 616 | $59.0K | — | New |
| 2225 | PFS Partners#2225 · 600 sh | 600 | $57.4K | — | New |
| 2226 | ORG Wealth Partners#2226 · 600 sh | 600 | $57.4K | <0.01% | 0.0% |
| 2227 | Chung Wu Investment Group#2227 · 600 sh | 600 | $57.4K | 0.04% | 0.0% |
| 2228 | Bravera Wealth#2228 · 600 sh | 600 | $57.4K | 0.02% | 0.0% |
| 2229 | FINANCIAL CONSULATE#2229 · 600 sh | 600 | $57.4K | — | +1.5% |
| 2230 | Joseph Group Capital Management#2230 · 599 sh | 599 | $57.3K | 0.01% | +17.7% |
| 2231 | CrossGen Wealth#2231 · 596 sh | 596 | $57.1K | 0.04% | +0.3% |
| 2232 | BAYBAN#2232 · 596 sh | 596 | $57.0K | 0.04% | -33.5% |
| 2233 | Pacifica Partners#2233 · 580 sh | 580 | $56.8K | — | 0.0% |
| 2234 | Darwin Wealth Management#2234 · 579 sh | 579 | $55.4K | 0.02% | +1.0% |
| 2235 | Winch Advisory Services#2235 · 565 sh | 565 | $54.0K | 0.01% | +0.9% |
| 2236 | Bruce G. Allen Investments#2236 · 563 sh | 563 | $53.9K | 0.03% | -12.3% |
| 2237 | Strive Financial Group#2237 · 556 sh | 556 | $53.2K | 0.02% | +0.9% |
| 2238 | TOMPKINS FINANCIAL#2238 · 555 sh | 555 | $53.1K | — | 0.0% |
| 2239 | ENTRUST FINANCIAL#2239 · 545 sh | 545 | $52.2K | 0.03% | 0.0% |
| 2240 | MPWM ADVISORY SOLUTIONS#2240 · 544 sh | 544 | $52.1K | 0.02% | 0.0% |
| 2241 | Bullseye Investment Management#2241 · 542 sh | 542 | $51.9K | 0.01% | +100.0% |
| 2242 | Curat Global#2242 · 534 sh | 534 | $51.1K | — | 0.0% |
| 2243 | Advocate Investing Services#2243 · 529 sh | 529 | $50.7K | — | 0.0% |
| 2244 | Ankerstar Wealth#2244 · 517 sh | 517 | $49.5K | 0.04% | +0.8% |
| 2245 | HUSSMAN STRATEGIC ADVISORS#2245 · 500 sh | 500 | $47.9K | 0.01% | 0.0% |
| 2246 | KERR FINANCIAL PLANNING#2246 · 500 sh | 500 | $47.9K | 0.05% | New |
| 2247 | Kilter Group#2247 · 496 sh | 496 | $47.5K | 0.02% | -1.8% |
| 2248 | Sachetta#2248 · 494 sh | 494 | $47.3K | 0.02% | +27.6% |
| 2249 | High Note Wealth#2249 · 490 sh | 490 | $46.9K | <0.01% | +5.6% |
| 2250 | WEBSTER BANK, N. A.#2250 · 485 sh | 485 | $46.4K | <0.01% | -26.6% |
| 2251 | Kemnay Advisory Services#2251 · 474 sh | 474 | $45.4K | <0.01% | +5.8% |
| 2252 | 1015 Capital Partners#2252 · 473 sh | 473 | $45.3K | 0.04% | +70.1% |
| 2253 | LOOMIS SAYLES & L P#2253 · 473 sh | 473 | $45.3K | <0.01% | +64.2% |
| 2254 | MidFirst Bank#2254 · 462 sh | 462 | $44.2K | <0.01% | +8.5% |
| 2255 | SOA Wealth Advisors#2255 · 458 sh | 458 | $43.9K | <0.01% | +0.4% |
| 2256 | Beaird Harris Wealth Management#2256 · 453 sh | 453 | $43.4K | <0.01% | 0.0% |
| 2257 | Cetera Company, N.A#2257 · 450 sh | 450 | $43.1K | 0.02% | 0.0% |
| 2258 | Key FInancial#2258 · 449 sh | 449 | $43.0K | <0.01% | 0.0% |
| 2259 | Murphy & Mullick Capital Management#2259 · 448 sh | 448 | $42.9K | 0.03% | 0.0% |
| 2260 | Lodestone Wealth Management#2260 · 443 sh | 443 | $42.4K | — | 0.0% |
| 2261 | Oakmont Advisory Group#2261 · 438 sh | 438 | $41.9K | 0.04% | New |
| 2262 | Perkins Coie#2262 · 435 sh | 435 | $41.6K | — | New |
| 2263 | BOK Financial Private Wealth#2263 · 427 sh | 427 | $40.9K | <0.01% | +22.0% |
| 2264 | MB, LEVIS & ASSOCIATES#2264 · 427 sh | 427 | $40.8K | — | +0.2% |
| 2265 | Centerpoint Advisors#2265 · 417 sh | 417 | $40.0K | 0.01% | 0.0% |
| 2266 | Covestor Ltd#2266 · 405 sh | 405 | $39.0K | 0.02% | +5.2% |
| 2267 | FIRST COMMUNITY NA#2267 · 400 sh | 400 | $38.3K | — | 0.0% |
| 2268 | Cornerstone Financial Management#2268 · 394 sh | 394 | $37.7K | 0.03% | +9.4% |
| 2269 | Dogwood Wealth Management#2269 · 382 sh | 382 | $36.6K | 0.01% | -90.6% |
| 2270 | FWL INVESTMENT MANAGEMENT#2270 · 380 sh | 380 | $36.4K | <0.01% | +8.6% |
| 2271 | Bell Investment Advisors#2271 · 374 sh | 374 | $35.8K | <0.01% | +47.8% |
| 2272 | CHILTON CAPITAL MANAGEMENT#2272 · 361 sh | 361 | $34.6K | <0.01% | 0.0% |
| 2273 | IFS Advisors#2273 · 348 sh | 348 | $33.3K | — | 0.0% |
| 2274 | PENSION & WEALTH MANAGEMENT ADVISORS#2274 · 345 sh | 345 | $33.0K | — | 0.0% |
| 2275 | E Fund Management (Hong Kong) , Ltd.#2275 · 344 sh | 344 | $32.9K | 0.01% | +123.4% |
| 2276 | Piscataqua Savings Bank#2276 · 340 sh | 340 | $32.5K | — | -46.9% |
| 2277 | NVWM#2277 · 332 sh | 332 | $31.8K | — | +1.5% |
| 2278 | Frazier Financial Advisors#2278 · 328 sh | 328 | $31.4K | 0.02% | +0.6% |
| 2279 | True Wealth Design#2279 · 328 sh | 328 | $31.4K | — | +260.4% |
| 2280 | Advantage#2280 · 321 sh | 321 | $30.7K | — | +1428.6% |
| 2281 | YANKCOM Partnership#2281 · 319 sh | 319 | $30.5K | — | 0.0% |
| 2282 | Napier Financial#2282 · 318 sh | 318 | $30.4K | <0.01% | -5.4% |
| 2283 | Morton Brown Family Wealth#2283 · 314 sh | 314 | $30.1K | — | 0.0% |
| 2284 | J.Safra Asset Management#2284 · 309 sh | 309 | $29.6K | <0.01% | 0.0% |
| 2285 | TFC Financial Management#2285 · 308 sh | 308 | $29.5K | — | 0.0% |
| 2286 | Pflug Koory#2286 · 306 sh | 306 | $29.3K | — | New |
| 2287 | ADKINS SEALE CAPITAL MANAGEMENT#2287 · 305 sh | 305 | $29.3K | 0.03% | 0.0% |
| 2288 | Cheviot Value Management#2288 · 305 sh | 305 | $29.2K | <0.01% | 0.0% |
| 2289 | PIN OAK INVESTMENT ADVISORS#2289 · 300 sh | 300 | $29.0K | 0.02% | 0.0% |
| 2290 | New England Capital Financial Advisors#2290 · 303 sh | 303 | $29.0K | <0.01% | +28.9% |
| 2291 | StrongBox Wealth#2291 · 300 sh | 300 | $28.7K | <0.01% | New |
| 2292 | Quintet Private Bank (Europe) S.A.#2292 · 300 sh | 300 | $28.7K | — | New |
| 2293 | Retirement Wealth Solutions#2293 · 297 sh | 297 | $28.5K | — | 0.0% |
| 2294 | Guardian Partners#2294 · 295 sh | 295 | $28.2K | — | New |
| 2295 | Reyes Financial Architecture#2295 · 295 sh | 295 | $28.2K | — | -16.7% |
| 2296 | CGC Financial Services#2296 · 293 sh | 293 | $28.0K | — | -40.6% |
| 2297 | SJS Investment Consulting#2297 · 292 sh | 292 | $27.9K | — | +28.6% |
| 2298 | Prestige Wealth Management Group#2298 · 286 sh | 286 | $27.4K | <0.01% | 0.0% |
| 2299 | Private Wealth Management Group#2299 · 285 sh | 285 | $27.3K | — | +35.1% |
| 2300 | Marquette Asset Management#2300 · 283 sh | 283 | $27.1K | — | +15.0% |
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.