SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 3)
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 201 to 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 201–300 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Weiss Asset Management#201 · 9,559,203 sh | 9,559,203 | $26.8M | 0.28% | +7180.4% |
| 202 | TEACHER RETIREMENT SYSTEM OF TEXAS#202 · 268,847 sh | 268,847 | $25.7M | 0.07% | +37.1% |
| 203 | Vinva Investment Management Ltd#203 · 262,779 sh | 262,779 | $25.4M | 0.17% | +145.9% |
| 204 | Squarepoint Ops#204 · 73,685 sh | 73,685 | $25.4M | 0.03% | -93.7% |
| 205 | Polar Asset Management Partners#205 · 25,000,000 sh | 25,000,000 | $25.3M | 0.42% | New |
| 206 | HENNESSY ADVISORS#206 · 263,900 sh | 263,900 | $25.3M | 0.81% | +3.0% |
| 207 | Shaolin Capital Management#207 · 262,895 sh | 262,895 | $25.2M | 1.20% | -11.1% |
| 208 | CRAWFORD INVESTMENT COUNSEL#208 · 262,546 sh | 262,546 | $25.1M | 0.42% | +0.1% |
| 209 | O'SHAUGHNESSY ASSET MANAGEMENT#209 · 261,561 sh | 261,561 | $25.0M | 0.12% | +6.0% |
| 210 | STRS OHIO#210 · 260,196 sh | 260,196 | $24.9M | 0.09% | -7.1% |
| 211 | MetLife Investment Management#211 · 257,921 sh | 257,921 | $24.7M | 0.11% | +0.2% |
| 212 | Cerity Partners#212 · 282,903 sh | 282,903 | $24.6M | 0.03% | +8.5% |
| 213 | Illinois Municipal Retirement Fund#213 · 255,702 sh | 255,702 | $24.5M | 0.28% | -11.4% |
| 214 | RWC Asset Management LLP#214 · 13,062,737 sh | 13,062,737 | $24.1M | — | +81.2% |
| 215 | Swiss Life Asset Management Ltd#215 · 250,850 sh | 250,850 | $24.0M | 0.10% | -5.7% |
| 216 | MERCER GLOBAL ADVISORS#216 · 249,562 sh | 249,562 | $23.9M | 0.03% | +5.8% |
| 217 | LORD, ABBETT#217 · 21,555,000 sh | 21,555,000 | $23.8M | 0.07% | +22.7% |
| 218 | Woodline Partners#218 · 246,048 sh | 246,048 | $23.5M | 0.07% | +14.1% |
| 219 | LMR Partners LLP#219 · 22,505,677 sh | 22,505,677 | $23.3M | 0.09% | New |
| 220 | Corient Private Wealth#220 · 243,080 sh | 243,080 | $23.3M | 0.03% | -3.3% |
| 221 | MAI Capital Management#221 · 242,161 sh | 242,161 | $23.2M | 0.09% | +1.5% |
| 222 | BECKER CAPITAL MANAGEMENT#222 · 241,005 sh | 241,005 | $23.1M | 0.62% | +1.3% |
| 223 | Retirement Systems of Alabama#223 · 236,820 sh | 236,820 | $22.7M | 0.07% | +1.3% |
| 224 | Vestcor#224 · 232,360 sh | 232,360 | $22.2M | 0.55% | +3.2% |
| 225 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#225 · 235,310 sh | 235,310 | $22.0M | 0.01% | +3.8% |
| 226 | Advisors Capital Management#226 · 229,231 sh | 229,231 | $21.9M | 0.23% | +1.1% |
| 227 | FUKOKU MUTUAL LIFE INSURANCE#227 · 228,779 sh | 228,779 | $21.9M | 1.27% | -0.3% |
| 228 | Richard C. Young & , LTD.#228 · 228,454 sh | 228,454 | $21.9M | 1.61% | +0.2% |
| 229 | Calamos Wealth Management#229 · 888,644 sh | 888,644 | $21.8M | 0.66% | +2.3% |
| 230 | Midwest#230 · 223,296 sh | 223,296 | $21.4M | — | -1.3% |
| 231 | SSI INVESTMENT MANAGEMENT#231 · 11,093,480 sh | 11,093,480 | $21.1M | 1.22% | +5.9% |
| 232 | Police & Firemen's Retirement System of New Jersey#232 · 4,929,617 sh | 4,929,617 | $21.0M | 0.16% | +2799.1% |
| 233 | CWA Asset Management Group#233 · 214,338 sh | 214,338 | $20.5M | — | +2.6% |
| 234 | Zurich Insurance Group Ltd#234 · 210,975 sh | 210,975 | $20.2M | 0.14% | -55.6% |
| 235 | HB Wealth Management#235 · 210,104 sh | 210,104 | $20.1M | — | +9.8% |
| 236 | Wealthfront Advisers#236 · 209,303 sh | 209,303 | $20.0M | 0.04% | +2.5% |
| 237 | Daiwa Securities Group#237 · 208,893 sh | 208,893 | $20.0M | 0.04% | +8.1% |
| 238 | Arkadios Wealth Advisors#238 · 208,779 sh | 208,779 | $20.0M | 0.30% | +3.1% |
| 239 | Carnegie Investment Counsel#239 · 207,587 sh | 207,587 | $19.9M | — | -2.8% |
| 240 | Aventail Capital Group#240 · 206,880 sh | 206,880 | $19.8M | 1.14% | -35.2% |
| 241 | Gotham Asset Management#241 · 206,301 sh | 206,301 | $19.7M | 0.05% | -20.0% |
| 242 | Sanibel Captiva Company#242 · 203,535 sh | 203,535 | $19.5M | 0.48% | -0.4% |
| 243 | XPONANCE#243 · 202,934 sh | 202,934 | $19.4M | 0.12% | +2.7% |
| 244 | BENJAMIN EDWARDS#244 · 202,906 sh | 202,906 | $19.4M | 0.18% | +1.4% |
| 245 | FIRST HORIZON NATIONAL#245 · 201,289 sh | 201,289 | $19.3M | — | -0.3% |
| 246 | abrdn plc#246 · 199,434 sh | 199,434 | $19.1M | 0.03% | -54.8% |
| 247 | WILEY BROS.-AINTREE CAPITAL#247 · 392,930 sh | 392,930 | $19.1M | 0.08% | +2.7% |
| 248 | INTECH INVESTMENT MANAGEMENT#248 · 197,585 sh | 197,585 | $18.9M | 0.17% | +18.4% |
| 249 | AMALGAMATED BANK#249 · 197,480 sh | 197,480 | $18.9M | — | -3.9% |
| 250 | BW Gestao de Investimentos Ltda.#250 · 193,731 sh | 193,731 | $18.5M | 0.37% | -7.4% |
| 251 | Eurizon Capital SGR S.p.A.#251 · 192,106 sh | 192,106 | $18.5M | 0.05% | +2.1% |
| 252 | PensionDanmark Pensionsforsikringsaktieselskab#252 · 192,080 sh | 192,080 | $18.4M | — | +10.8% |
| 253 | LEAVELL INVESTMENT MANAGEMENT#253 · 188,777 sh | 188,777 | $18.1M | 0.66% | +1.7% |
| 254 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#254 · 187,989 sh | 187,989 | $18.0M | 0.06% | +0.4% |
| 255 | REGIONS FINANCIAL#255 · 187,671 sh | 187,671 | $18.0M | 0.11% | 0.0% |
| 256 | Orion Porfolio Solutions#256 · 187,404 sh | 187,404 | $17.9M | 0.14% | -4.3% |
| 257 | iA Global Asset Management#257 · 186,800 sh | 186,800 | $17.9M | 0.21% | 0.0% |
| 258 | NICHOLS & PRATT ADVISERS LLP#258 · 186,389 sh | 186,389 | $17.8M | — | +0.1% |
| 259 | Rakuten Investment Management#259 · 184,383 sh | 184,383 | $17.8M | 0.05% | +12.8% |
| 260 | DekaBank Deutsche Girozentrale#260 · 184,531 sh | 184,531 | $17.8M | — | 0.0% |
| 261 | CAPITAL FUND MANAGEMENT S.A.#261 · 183,056 sh | 183,056 | $17.5M | 0.08% | -69.4% |
| 262 | Voleon Capital Management#262 · 181,563 sh | 181,563 | $17.4M | 0.32% | +21.4% |
| 263 | NEOS Investment Management#263 · 180,235 sh | 180,235 | $17.3M | 0.06% | +12.5% |
| 264 | ProShare Advisors#264 · 178,902 sh | 178,902 | $17.1M | 0.02% | +7.4% |
| 265 | FIRST NATIONAL BANK OF OMAHA#265 · 176,421 sh | 176,421 | $17.0M | 0.48% | +7.3% |
| 266 | Brookstone Capital Management#266 · 176,901 sh | 176,901 | $16.9M | — | +3.5% |
| 267 | Man Group plc#267 · 14,051,248 sh | 14,051,248 | $16.8M | 0.03% | +385.1% |
| 268 | Sumitomo Mitsui DS Asset Management Company, Ltd#268 · 174,450 sh | 174,450 | $16.7M | — | +0.5% |
| 269 | Steward Partners Investment Advisory#269 · 174,167 sh | 174,167 | $16.7M | 0.09% | +1.0% |
| 270 | Brevan Howard Capital Management#270 · 15,000,000 sh | 15,000,000 | $16.6M | 0.12% | -25.0% |
| 271 | Allworth Financial#271 · 171,520 sh | 171,520 | $16.4M | 0.07% | -27.6% |
| 272 | Utah Retirement Systems#272 · 171,346 sh | 171,346 | $16.4M | 0.16% | -4.4% |
| 273 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#273 · 169,090 sh | 169,090 | $16.2M | 0.10% | +11.4% |
| 274 | Dai-ichi Life Insurance Company, Ltd#274 · 167,983 sh | 167,983 | $16.1M | 0.38% | +9.7% |
| 275 | BANK OF NOVA SCOTIA#275 · 167,168 sh | 167,168 | $16.0M | 0.02% | -15.7% |
| 276 | M&T BANK#276 · 164,406 sh | 164,406 | $15.7M | 0.05% | +7.1% |
| 277 | NOMURA ASSET MANAGEMENT INTERNATIONAL#277 · 3,676,114 sh | 3,676,114 | $15.7M | 0.02% | +2676.2% |
| 278 | Lido Advisors#278 · 163,484 sh | 163,484 | $15.6M | 0.04% | +57.2% |
| 279 | OneDigital Investment Advisors#279 · 161,372 sh | 161,372 | $15.4M | 0.13% | +4.2% |
| 280 | Vanguard Personalized Indexing Management#280 · 160,532 sh | 160,532 | $15.4M | 0.13% | +2.1% |
| 281 | MOODY LYNN & LIEBERSON#281 · 159,767 sh | 159,767 | $15.3M | — | -10.4% |
| 282 | Burkehill Global Management#282 · 15,000,000 sh | 15,000,000 | $15.2M | 0.55% | New |
| 283 | NEW YORK LIFE INVESTMENT MANAGEMENT#283 · 157,040 sh | 157,040 | $15.0M | 0.10% | +2.6% |
| 284 | USS Investment Management Ltd#284 · 155,704 sh | 155,704 | $14.9M | 0.05% | -11.2% |
| 285 | MIZUHO SECURITIES USA#285 · 154,822 sh | 154,822 | $14.9M | 0.15% | +132.6% |
| 286 | COMMERCE BANK#286 · 154,685 sh | 154,685 | $14.8M | 0.07% | -1.6% |
| 287 | CCM INVESTMENT ADVISERS#287 · 153,814 sh | 153,814 | $14.7M | 1.14% | +2.8% |
| 288 | CAPITAL & PLANNING#288 · 150,547 sh | 150,547 | $14.4M | 7.44% | +5.0% |
| 289 | NISSAY ASSET MANAGEMENT /JAPAN#289 · 150,242 sh | 150,242 | $14.4M | 0.06% | +6.5% |
| 290 | Bragg Financial Advisors#290 · 148,316 sh | 148,316 | $14.2M | 0.38% | +1.3% |
| 291 | Pathstone#291 · 141,796 sh | 141,796 | $13.6M | 0.04% | +4.9% |
| 292 | Bell Bank#292 · 140,136 sh | 140,136 | $13.4M | — | +6.9% |
| 293 | Baltimore-Washington Financial Advisors#293 · 140,045 sh | 140,045 | $13.4M | 0.50% | +6.5% |
| 294 | ADVISORS MANAGEMENT GROUP#294 · 139,926 sh | 139,926 | $13.4M | 2.22% | -3.9% |
| 295 | QRG CAPITAL MANAGEMENT#295 · 139,081 sh | 139,081 | $13.3M | 0.11% | +5.4% |
| 296 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#296 · 138,618 sh | 138,618 | $13.3M | 0.14% | +9.9% |
| 297 | LOCKHEED MARTIN INVESTMENT MANAGEMENT#297 · 138,590 sh | 138,590 | $13.3M | 0.52% | -1.1% |
| 298 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#298 · 138,398 sh | 138,398 | $13.2M | 0.05% | -1.4% |
| 299 | Independent Advisor Alliance#299 · 137,163 sh | 137,163 | $13.1M | 0.31% | +6.1% |
| 300 | PIER 88 INVESTMENT PARTNERS#300 · 11,910,000 sh | 11,910,000 | $13.1M | 3.12% | 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.