SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 4)
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 301 to 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 301–400 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | KANAWHA CAPITAL MANAGEMENT#301 · 135,332 sh | 135,332 | $13.0M | — | +1.3% |
| 302 | BLAIR WILLIAM#302 · 166,778 sh | 166,778 | $12.9M | 0.03% | +2.2% |
| 303 | JAMISON PRIVATE WEALTH MANAGEMENT#303 · 134,208 sh | 134,208 | $12.8M | — | +1.2% |
| 304 | Farther Finance Advisors#304 · 133,520 sh | 133,520 | $12.8M | — | +5.1% |
| 305 | YOUSIF CAPITAL MANAGEMENT#305 · 133,258 sh | 133,258 | $12.8M | — | -4.9% |
| 306 | KLINGENSTEIN FIELDS#306 · 132,949 sh | 132,949 | $12.7M | 0.45% | +0.3% |
| 307 | KEYBANK NATIONAL ASSOCIATION#307 · 132,245 sh | 132,245 | $12.7M | 0.04% | +1.5% |
| 308 | St. Louis#308 · 3,500 sh | 3,500 | $12.5M | 1.43% | 0.0% |
| 309 | PINNACLE ASSOCIATES LTD#309 · 130,520 sh | 130,520 | $12.5M | — | +1.2% |
| 310 | DAVENPORT#310 · 126,554 sh | 126,554 | $12.1M | — | -5.8% |
| 311 | Rafferty Asset Management#311 · 124,515 sh | 124,515 | $11.9M | 0.03% | +39.7% |
| 312 | UniSuper Management Pty Ltd#312 · 122,164 sh | 122,164 | $11.7M | — | +40.4% |
| 313 | Neuberger Berman Group#313 · 121,840 sh | 121,840 | $11.7M | <0.01% | +17.1% |
| 314 | NISA INVESTMENT ADVISORS#314 · 121,565 sh | 121,565 | $11.6M | — | -19.0% |
| 315 | Advisory Services Network#315 · 120,975 sh | 120,975 | $11.6M | 0.13% | -0.3% |
| 316 | Metis Global Partners#316 · 120,111 sh | 120,111 | $11.5M | 0.26% | +2.3% |
| 317 | Freestone Capital#317 · 119,696 sh | 119,696 | $11.5M | 0.30% | +4.6% |
| 318 | STEPHENS#318 · 172,573 sh | 172,573 | $11.4M | 0.13% | +0.1% |
| 319 | KBC Group NV#319 · 118,477 sh | 118,477 | $11.3M | — | +14.3% |
| 320 | Fisher Asset Management#320 · 117,458 sh | 117,458 | $11.2M | <0.01% | -4.2% |
| 321 | ROYAL LONDON ASSET MANAGEMENT LTD#321 · 117,350 sh | 117,350 | $11.2M | 0.02% | -1.1% |
| 322 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#322 · 116,162 sh | 116,162 | $11.1M | — | -0.8% |
| 323 | Capital Innovations#323 · 115,871 sh | 115,871 | $11.1M | 2.88% | New |
| 324 | KING LUTHER CAPITAL MANAGEMENT#324 · 115,736 sh | 115,736 | $11.1M | 0.05% | +1.0% |
| 325 | Concurrent Investment Advisors#325 · 115,357 sh | 115,357 | $11.0M | — | +5.6% |
| 326 | Fairvoy Private Wealth#326 · 115,261 sh | 115,261 | $11.0M | — | +0.1% |
| 327 | MACKAY SHIELDS#327 · 10,384,000 sh | 10,384,000 | $11.0M | — | +84.1% |
| 328 | IFG Advisory#328 · 114,679 sh | 114,679 | $11.0M | 0.38% | +6324.6% |
| 329 | Merit Financial Group#329 · 114,295 sh | 114,295 | $10.9M | 0.07% | +11.0% |
| 330 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#330 · 114,388 sh | 114,388 | $10.9M | 0.07% | -16.9% |
| 331 | Keel Point#331 · 114,238 sh | 114,238 | $10.9M | 0.65% | +0.5% |
| 332 | Atria Investments#332 · 113,465 sh | 113,465 | $10.9M | — | +8.7% |
| 333 | RFG Advisory#333 · 112,668 sh | 112,668 | $10.8M | 0.17% | +5.4% |
| 334 | Sequoia Financial Advisors#334 · 112,262 sh | 112,262 | $10.7M | 0.05% | +4.0% |
| 335 | Visionary Wealth Advisors#335 · 112,104 sh | 112,104 | $10.7M | 0.42% | +4.9% |
| 336 | CREDIT AGRICOLE S A#336 · 111,990 sh | 111,990 | $10.7M | 0.02% | +118.5% |
| 337 | State of Alaska, Department of Revenue#337 · 110,455 sh | 110,455 | $10.6M | — | -0.9% |
| 338 | ARS Wealth Advisors Group#338 · 110,226 sh | 110,226 | $10.5M | — | +2.0% |
| 339 | LEVEL FOUR ADVISORY SERVICES#339 · 109,666 sh | 109,666 | $10.5M | 0.30% | +16.7% |
| 340 | ROTHSCHILD INVESTMENT#340 · 109,458 sh | 109,458 | $10.5M | 0.39% | +9.5% |
| 341 | ASSOCIATED BANC#341 · 109,291 sh | 109,291 | $10.5M | 0.25% | +0.2% |
| 342 | Cornerstone Wealth Group#342 · 108,936 sh | 108,936 | $10.4M | 0.62% | +4.3% |
| 343 | ROCKLAND#343 · 108,723 sh | 108,723 | $10.4M | — | +1.3% |
| 344 | Nykredit A/S#344 · 108,591 sh | 108,591 | $10.4M | 0.03% | — |
| 345 | D.A. DAVIDSON#345 · 107,859 sh | 107,859 | $10.3M | 0.06% | +1.2% |
| 346 | Sagefield Capital#346 · 107,785 sh | 107,785 | $10.3M | 0.76% | +383.7% |
| 347 | UHLMANN PRICE SECURITIES#347 · 107,541 sh | 107,541 | $10.3M | 0.38% | 0.0% |
| 348 | Foster Victor Wealth Advisors#348 · 105,818 sh | 105,818 | $10.2M | — | +7.3% |
| 349 | SPIREPOINT PRIVATE CLIENT#349 · 105,995 sh | 105,995 | $10.1M | 0.82% | +1.4% |
| 350 | K2 PRINCIPAL FUND, L.P.#350 · 10,000 sh | 10,000 | $10.1M | 0.74% | New |
| 351 | Azimuth Capital Investment Management#351 · 104,184 sh | 104,184 | $10.0M | 0.34% | -2.8% |
| 352 | Mayflower Financial Advisors#352 · 103,571 sh | 103,571 | $9.9M | 0.86% | +3183.8% |
| 353 | CULLINAN ASSOCIATES#353 · 102,972 sh | 102,972 | $9.9M | 0.74% | -0.3% |
| 354 | ADVOCATE GROUP#354 · 101,592 sh | 101,592 | $9.7M | — | +18.4% |
| 355 | TCTC#355 · 101,126 sh | 101,126 | $9.7M | 0.25% | 0.0% |
| 356 | Principle Wealth Partners#356 · 100,553 sh | 100,553 | $9.6M | 0.48% | +0.6% |
| 357 | JANE STREET GROUP#357 · 132,103 sh | 132,103 | $9.6M | <0.01% | -59.4% |
| 358 | Integrated Wealth Concepts#358 · 99,526 sh | 99,526 | $9.5M | 0.05% | +26.1% |
| 359 | Lighthouse Investment Partners#359 · 98,824 sh | 98,824 | $9.5M | 0.26% | New |
| 360 | INCOME RESEARCH & MANAGEMENT#360 · 9,340,000 sh | 9,340,000 | $9.4M | — | New |
| 361 | FIL Ltd#361 · 98,405 sh | 98,405 | $9.4M | <0.01% | +2.4% |
| 362 | Windle Wealth#362 · 98,225 sh | 98,225 | $9.4M | 3.78% | +3.0% |
| 363 | AM INVESTMENT STRATEGIES#363 · 97,708 sh | 97,708 | $9.4M | 1.80% | -0.2% |
| 364 | WOLVERINE ASSET MANAGEMENT#364 · 187,052 sh | 187,052 | $9.3M | 0.08% | +387.4% |
| 365 | HARBOUR INVESTMENTS#365 · 96,869 sh | 96,869 | $9.3M | 0.12% | -6.9% |
| 366 | SRS Capital Advisors#366 · 94,918 sh | 94,918 | $9.1M | 0.06% | +1438.4% |
| 367 | Ilex Capital Partners (UK) LLP#367 · 94,864 sh | 94,864 | $9.1M | 0.19% | New |
| 368 | Beacon Pointe Advisors#368 · 94,275 sh | 94,275 | $9.0M | 0.04% | -2.8% |
| 369 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#369 · 93,516 sh | 93,516 | $9.0M | — | +72.8% |
| 370 | Summit Financial#370 · 93,428 sh | 93,428 | $8.9M | 0.10% | +8.6% |
| 371 | Mount Yale Investment Advisors#371 · 93,411 sh | 93,411 | $8.9M | 0.17% | +13.9% |
| 372 | First Fiduciary Investment Counsel#372 · 93,367 sh | 93,367 | $8.9M | 1.69% | +42.0% |
| 373 | Lifeworks Advisors#373 · 92,809 sh | 92,809 | $8.9M | 0.93% | +12.7% |
| 374 | GLENMEDE NA#374 · 92,115 sh | 92,115 | $8.8M | 0.04% | -0.2% |
| 375 | Fiduciary Group#375 · 90,779 sh | 90,779 | $8.7M | 0.68% | -3.7% |
| 376 | GUGGENHEIM CAPITAL#376 · 90,336 sh | 90,336 | $8.6M | 0.05% | -2.0% |
| 377 | Chronos Wealth Management#377 · 90,154 sh | 90,154 | $8.6M | — | +2.5% |
| 378 | THOMPSON SIEGEL & WALMSLEY#378 · 89,734 sh | 89,734 | $8.6M | 0.15% | -2.5% |
| 379 | Dynamic Advisor Solutions#379 · 89,321 sh | 89,321 | $8.5M | — | -6.8% |
| 380 | Gulf International Bank (UK) Ltd#380 · 89,210 sh | 89,210 | $8.5M | — | +4.8% |
| 381 | Osmosis Investment Management UK Ltd#381 · 89,127 sh | 89,127 | $8.5M | 0.40% | -68.2% |
| 382 | Thomasville National Bank#382 · 88,204 sh | 88,204 | $8.4M | 0.46% | — |
| 383 | Ronald Blue#383 · 87,376 sh | 87,376 | $8.4M | — | 0.0% |
| 384 | Private Advisor Group#384 · 86,588 sh | 86,588 | $8.3M | 0.04% | -13.9% |
| 385 | Sound View Wealth Advisors Group#385 · 86,522 sh | 86,522 | $8.3M | 0.51% | -3.5% |
| 386 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#386 · 85,856 sh | 85,856 | $8.2M | 0.06% | 0.0% |
| 387 | Sky Investment Group#387 · 85,563 sh | 85,563 | $8.2M | 1.29% | +0.1% |
| 388 | Trajan Wealth#388 · 85,436 sh | 85,436 | $8.2M | 0.31% | +45.9% |
| 389 | TD Waterhouse Canada#389 · 84,741 sh | 84,741 | $8.1M | — | +2.6% |
| 390 | Vise Technologies#390 · 84,267 sh | 84,267 | $8.1M | 0.09% | +92.7% |
| 391 | Equitable#391 · 83,999 sh | 83,999 | $8.0M | 0.03% | -7.9% |
| 392 | Quadrature Capital Ltd#392 · 82,851 sh | 82,851 | $7.9M | 0.07% | -26.5% |
| 393 | Pacer Advisors#393 · 82,828 sh | 82,828 | $7.9M | 0.02% | New |
| 394 | CAPITOLIS LIQUID GLOBAL MARKETS#394 · 82,800 sh | 82,800 | $7.9M | 0.03% | +80.0% |
| 395 | ALERUS FINANCIAL NA#395 · 82,226 sh | 82,226 | $7.9M | 0.34% | -25.2% |
| 396 | OMERS ADMINISTRATION#396 · 82,207 sh | 82,207 | $7.9M | 0.05% | +62.4% |
| 397 | Simmons Bank#397 · 81,775 sh | 81,775 | $7.8M | 0.45% | +0.1% |
| 398 | UNITED CAPITAL FINANCIAL ADVISORS#398 · 81,604 sh | 81,604 | $7.8M | 0.04% | -1.4% |
| 399 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.#399 · 81,463 sh | 81,463 | $7.8M | 0.06% | +4.0% |
| 400 | Parkside Investments#400 · 81,310 sh | 81,310 | $7.8M | — | +1.0% |
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.