SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,418. 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 2,401–2,418 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | Phillip James Consulting#2401 · 14 sh | 14 | $1.3K | <0.01% | New |
| 2402 | LOGAN CAPITAL MANAGEMENT#2402 · 11 sh | 11 | $1.1K | 0.00% | New |
| 2403 | Godfrey Financial Associates#2403 · 11 sh | 11 | $1.1K | <0.01% | 0.0% |
| 2404 | Mountain Hill Investment Partners#2404 · 11 sh | 11 | $1.0K | — | 0.0% |
| 2405 | CKW FINANCIAL GROUP#2405 · 9 sh | 9 | $1.0K | <0.01% | New |
| 2406 | Y.D. More Investments Ltd#2406 · 2,420 sh | 2,420 | $778.00 | 0.00% | +22.3% |
| 2407 | Halbert, Hargrove/Russell#2407 · 7 sh | 7 | $656.00 | — | New |
| 2408 | Breakwater Investment Management#2408 · 6 sh | 6 | $575.00 | — | 0.0% |
| 2409 | HOEY INVESTMENTS#2409 · 5 sh | 5 | $479.00 | <0.01% | New |
| 2410 | 3 FACTOR INDEXING#2410 · 5 sh | 5 | $479.00 | — | 0.0% |
| 2411 | Hurley Capital#2411 · 4 sh | 4 | $386.00 | <0.01% | New |
| 2412 | Cordant#2412 · 3 sh | 3 | $284.00 | <0.01% | New |
| 2413 | Sankala Group#2413 · 3 sh | 3 | $277.00 | <0.01% | New |
| 2414 | MARYLAND CAPITAL ADVISORS#2414 · 1 sh | 1 | $96.00 | — | — |
| 2415 | MEEDER ASSET MANAGEMENT#2415 · 1 sh | 1 | $96.00 | 0.00% | 0.0% |
| 2416 | Evolution Advisers#2416 · 1 sh | 1 | $0.00 | 0.00% | New |
| 2417 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#2417 · 1,312,265 sh | 1,312,265 | — | — | +2.8% |
| 2418 | Elequin Securities#2418 · 47,209 sh | 47,209 | — | — | +2280.7% |
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.