SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | FSB PREMIER WEALTH MANAGEMENT#2301 · 936,941 sh | 936,941 | $27.1K | <0.01% | 0.0% |
| 2302 | Clark Wealth Partners#2302 · 280 sh | 280 | $26.8K | — | +4.9% |
| 2303 | SUMMIT SECURITIES GROUP#2303 · 261 sh | 261 | $25.0K | <0.01% | +44.2% |
| 2304 | Basepoint Wealth#2304 · 254 sh | 254 | $24.3K | 0.01% | 0.0% |
| 2305 | MILLER WEALTH ADVISORS#2305 · 250 sh | 250 | $23.9K | 0.01% | 0.0% |
| 2306 | LFA - Lugano Financial Advisors SA#2306 · 246 sh | 246 | $23.5K | 0.01% | 0.0% |
| 2307 | BLUELINE ADVISORS#2307 · 238 sh | 238 | $22.8K | — | 0.0% |
| 2308 | Wellington Grp#2308 · 236 sh | 236 | $22.8K | <0.01% | 0.0% |
| 2309 | Medallion Wealth Advisors#2309 · 235 sh | 235 | $22.5K | <0.01% | -85.3% |
| 2310 | Tidemark#2310 · 233 sh | 233 | $22.3K | <0.01% | -15.9% |
| 2311 | Washington Advisors#2311 · 220 sh | 220 | $21.0K | — | +10.0% |
| 2312 | Migdal Insurance & Financial Ltd.#2312 · 208 sh | 208 | $19.9K | <0.01% | -54.4% |
| 2313 | EVOLUTION WEALTH MANAGEMENT#2313 · 205 sh | 205 | $19.6K | 0.01% | +115.8% |
| 2314 | ZRC WEALTH MANAGEMENT#2314 · 204 sh | 204 | $19.5K | — | +264.3% |
| 2315 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#2315 · 200 sh | 200 | $19.1K | <0.01% | New |
| 2316 | WELLINGTON-ALTUS USA#2316 · 198 sh | 198 | $19.1K | 0.01% | +45.6% |
| 2317 | Navigoe#2317 · 205 sh | 205 | $19.0K | <0.01% | +2.5% |
| 2318 | Tower View Wealth Management#2318 · 197 sh | 197 | $18.9K | — | +0.5% |
| 2319 | Financial Network Wealth Advisors#2319 · 195 sh | 195 | $18.7K | 0.02% | +1.6% |
| 2320 | Riverview#2320 · 194 sh | 194 | $18.6K | 0.02% | 0.0% |
| 2321 | Quaker Wealth Management#2321 · 194 sh | 194 | $18.6K | — | -18.8% |
| 2322 | AMERIFLEX GROUP#2322 · 194 sh | 194 | $18.6K | <0.01% | +79.6% |
| 2323 | Robinswood Financial#2323 · 184 sh | 184 | $17.7K | — | New |
| 2324 | Vanguard National#2324 · 180 sh | 180 | $17.2K | <0.01% | 0.0% |
| 2325 | Bare Financial Services#2325 · 179 sh | 179 | $17.1K | <0.01% | +62.7% |
| 2326 | Wilkerson Advisory Group#2326 · 179 sh | 179 | $17.1K | — | -16.0% |
| 2327 | EVERMAY WEALTH MANAGEMENT#2327 · 170 sh | 170 | $16.2K | <0.01% | 0.0% |
| 2328 | Strengthening Families & Communities#2328 · 161 sh | 161 | $15.4K | — | +6.6% |
| 2329 | Rialto Wealth Management#2329 · 159 sh | 159 | $15.2K | <0.01% | +33.6% |
| 2330 | Atomic Invest#2330 · 157 sh | 157 | $15.2K | <0.01% | -3.7% |
| 2331 | Downshift Financial#2331 · 158 sh | 158 | $15.1K | — | New |
| 2332 | Financial Life Planners#2332 · 158 sh | 158 | $15.1K | <0.01% | +1.3% |
| 2333 | West Branch Capital#2333 · 156 sh | 156 | $14.9K | — | +73.3% |
| 2334 | Caitlin John#2334 · 150 sh | 150 | $14.4K | <0.01% | 0.0% |
| 2335 | Burk#2335 · 150 sh | 150 | $14.4K | <0.01% | 0.0% |
| 2336 | Mowery & Schoenfeld Wealth Management#2336 · 147 sh | 147 | $14.1K | 0.02% | 0.0% |
| 2337 | Elevated Capital Advisors#2337 · 146 sh | 146 | $14.0K | <0.01% | 0.0% |
| 2338 | Principia Wealth Advisory#2338 · 142 sh | 142 | $13.6K | <0.01% | +54.3% |
| 2339 | Fountainhead AM#2339 · 141 sh | 141 | $13.5K | 0.01% | -70.0% |
| 2340 | STEPHENSON NATIONAL BANK#2340 · 140 sh | 140 | $13.4K | — | 0.0% |
| 2341 | Activest Wealth Management#2341 · 137 sh | 137 | $13.1K | — | -64.0% |
| 2342 | Crewe Advisors#2342 · 136 sh | 136 | $13.0K | <0.01% | +466.7% |
| 2343 | Benson Wealth Management#2343 · 132 sh | 132 | $12.6K | 0.01% | 0.0% |
| 2344 | Aspect Partners#2344 · 129 sh | 129 | $12.3K | — | 0.0% |
| 2345 | Essential Partners#2345 · 129 sh | 129 | $12.3K | — | 0.0% |
| 2346 | SFAM#2346 · 123 sh | 123 | $11.8K | <0.01% | 0.0% |
| 2347 | Imprint Wealth#2347 · 121 sh | 121 | $11.6K | 0.05% | 0.0% |
| 2348 | Bay Harbor Wealth Management#2348 · 120 sh | 120 | $11.5K | <0.01% | +20.0% |
| 2349 | Strategic Advocates#2349 · 116 sh | 116 | $11.1K | 0.04% | +146.8% |
| 2350 | Moisand Fitzgerald Tamayo#2350 · 106 sh | 106 | $10.1K | — | 0.0% |
| 2351 | IMG Wealth Management#2351 · 105 sh | 105 | $10.1K | — | +72.1% |
| 2352 | Wellington Shields Capital Management#2352 · 104 sh | 104 | $10.0K | <0.01% | 0.0% |
| 2353 | PITTENGER & ANDERSON#2353 · 100 sh | 100 | $9.6K | <0.01% | 0.0% |
| 2354 | Clean Yield Group#2354 · 100 sh | 100 | $9.6K | <0.01% | 0.0% |
| 2355 | JDM Financial Group#2355 · 100 sh | 100 | $9.6K | <0.01% | 0.0% |
| 2356 | Cherry Tree Wealth Management#2356 · 91 sh | 91 | $8.7K | — | 0.0% |
| 2357 | Brooklyn FI#2357 · 87 sh | 87 | $8.3K | <0.01% | New |
| 2358 | Penserra Capital Management#2358 · 93 sh | 93 | $8.0K | <0.01% | -99.1% |
| 2359 | Carolina Wealth Advisors#2359 · 81 sh | 81 | $7.8K | — | 0.0% |
| 2360 | Rakuten Securities#2360 · 80 sh | 80 | $7.7K | <0.01% | -1.2% |
| 2361 | Richard W. Paul & Associates#2361 · 76 sh | 76 | $7.3K | <0.01% | 0.0% |
| 2362 | Park Square Financial Group#2362 · 70 sh | 70 | $6.7K | 0.06% | -17.6% |
| 2363 | Valued Wealth Advisors#2363 · 69 sh | 69 | $6.6K | <0.01% | -26.6% |
| 2364 | Westend Capital Management#2364 · 67 sh | 67 | $6.5K | <0.01% | New |
| 2365 | BURKETT FINANCIAL SERVICES#2365 · 64 sh | 64 | $6.1K | — | +1.6% |
| 2366 | DecisionPoint Financial#2366 · 64 sh | 64 | $6.1K | <0.01% | -8.6% |
| 2367 | OGOREK ANTHONY JOSEPH /NY#2367 · 65 sh | 65 | $6.0K | <0.01% | -36.9% |
| 2368 | Torren Management#2368 · 61 sh | 61 | $5.9K | <0.01% | 0.0% |
| 2369 | Financial Perspectives#2369 · 58 sh | 58 | $5.5K | <0.01% | 0.0% |
| 2370 | MCGUIRE CAPITAL ADVISORS#2370 · 56 sh | 56 | $5.4K | <0.01% | 0.0% |
| 2371 | PayPay Securities#2371 · 53 sh | 53 | $5.1K | — | +3.9% |
| 2372 | WestEnd Advisors#2372 · 52 sh | 52 | $5.0K | <0.01% | +10.6% |
| 2373 | ATLAS CAPITAL ADVISORS#2373 · 47 sh | 47 | $4.5K | <0.01% | -24.2% |
| 2374 | Nova Wealth Management#2374 · 47 sh | 47 | $4.5K | <0.01% | -30.9% |
| 2375 | Addison Advisors#2375 · 44 sh | 44 | $4.2K | <0.01% | -94.3% |
| 2376 | Investors Portfolio Services#2376 · 42 sh | 42 | $4.0K | <0.01% | 0.0% |
| 2377 | TSFG#2377 · 44 sh | 44 | $4.0K | — | 0.0% |
| 2378 | DiNuzzo Private Wealth#2378 · 39 sh | 39 | $3.7K | — | 0.0% |
| 2379 | Provenance Wealth Advisors#2379 · 38 sh | 38 | $3.6K | <0.01% | New |
| 2380 | Peterson Wealth Services#2380 · 36 sh | 36 | $3.4K | — | New |
| 2381 | Capital Advisor Network#2381 · 34 sh | 34 | $3.3K | <0.01% | -37.0% |
| 2382 | CBIZ Investment Advisory Services#2382 · 31 sh | 31 | $3.0K | <0.01% | 0.0% |
| 2383 | Quarry#2383 · 31 sh | 31 | $3.0K | <0.01% | New |
| 2384 | Rachor Investment Advisory Services#2384 · 30 sh | 30 | $2.9K | <0.01% | 0.0% |
| 2385 | HOLLENCREST SECURITIES#2385 · 30 sh | 30 | $2.9K | <0.01% | 0.0% |
| 2386 | Whipplewood Advisors#2386 · 30 sh | 30 | $2.9K | — | -58.9% |
| 2387 | Creative Capital Management Investments#2387 · 26 sh | 26 | $2.5K | <0.01% | New |
| 2388 | Three Bearings Fiduciary Advisors#2388 · 25 sh | 25 | $2.4K | <0.01% | 0.0% |
| 2389 | RAFFA WEALTH MANAGEMENT#2389 · 23 sh | 23 | $2.2K | <0.01% | -72.0% |
| 2390 | Osbon Capital Management#2390 · 23 sh | 23 | $2.2K | <0.01% | 0.0% |
| 2391 | Mascoma Wealth Management#2391 · 22 sh | 22 | $2.1K | — | +22.2% |
| 2392 | Hara Capital#2392 · 22 sh | 22 | $2.1K | <0.01% | 0.0% |
| 2393 | Winthrop Capital Management#2393 · 17 sh | 17 | $2.0K | <0.01% | 0.0% |
| 2394 | Your Advocates Ltd., LLP#2394 · 20 sh | 20 | $1.9K | <0.01% | 0.0% |
| 2395 | WOLFF WIESE MAGANA#2395 · 20 sh | 20 | $1.9K | — | -90.9% |
| 2396 | 10Elms LLP#2396 · 20 sh | 20 | $1.9K | <0.01% | 0.0% |
| 2397 | VANGUARD ADVISERS#2397 · 19 sh | 19 | $1.8K | 0.00% | New |
| 2398 | HFM Investment Advisors#2398 · 17 sh | 17 | $1.6K | <0.01% | +88.9% |
| 2399 | Orion Capital Management#2399 · 14 sh | 14 | $1.3K | <0.01% | 0.0% |
| 2400 | Nvest Wealth Strategies#2400 · 14 sh | 14 | $1.3K | — | +100.0% |
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.