SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Vident Advisory#401 · 81,173 sh | 81,173 | $7.8M | 0.06% | +10.5% |
| 402 | EVENTIDE ASSET MANAGEMENT#402 · 80,367 sh | 80,367 | $7.7M | 0.10% | +14.1% |
| 403 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#403 · 80,351 sh | 80,351 | $7.7M | <0.01% | -60.8% |
| 404 | CUSHING ASSET MANAGEMENT, dba NXG INVESTMENT MANAGEMENT#404 · 80,000 sh | 80,000 | $7.7M | — | +77.8% |
| 405 | EDMOND DE ROTHSCHILD HOLDING S.A.#405 · 79,866 sh | 79,866 | $7.6M | 0.10% | +1.7% |
| 406 | CENTRAL#406 · 79,471 sh | 79,471 | $7.6M | 0.14% | -1.6% |
| 407 | Saudi Central Bank#407 · 78,911 sh | 78,911 | $7.6M | 0.10% | +94.2% |
| 408 | TRUSTMARK NATIONAL BANK DEPARTMENT#408 · 78,838 sh | 78,838 | $7.5M | 0.45% | -0.2% |
| 409 | Aull & Monroe Investment Management#409 · 78,384 sh | 78,384 | $7.5M | — | +0.4% |
| 410 | J.W. COLE ADVISORS#410 · 78,168 sh | 78,168 | $7.5M | 0.13% | New |
| 411 | ALPS ADVISORS#411 · 77,977 sh | 77,977 | $7.5M | 0.04% | +314.5% |
| 412 | ALLSTATE#412 · 77,975 sh | 77,975 | $7.5M | 0.07% | -26.5% |
| 413 | ABN AMRO INVESTMENT SOLUTIONS#413 · 77,759 sh | 77,759 | $7.4M | — | +55.9% |
| 414 | Marietta Wealth Management#414 · 77,714 sh | 77,714 | $7.4M | — | +4.3% |
| 415 | NAPLES GLOBAL ADVISORS#415 · 77,465 sh | 77,465 | $7.4M | 0.46% | +1.0% |
| 416 | ALBION FINANCIAL GROUP#416 · 76,979 sh | 76,979 | $7.4M | — | +0.8% |
| 417 | Advisors Asset Management#417 · 76,871 sh | 76,871 | $7.4M | 0.11% | +7.8% |
| 418 | Coston, McIsaac & Partners#418 · 76,737 sh | 76,737 | $7.3M | 1.48% | +2.7% |
| 419 | SummitTX Capital, L.P.#419 · 76,665 sh | 76,665 | $7.3M | 0.19% | New |
| 420 | Vestmark Advisory Solutions#420 · 76,426 sh | 76,426 | $7.3M | 0.07% | +14.2% |
| 421 | Anchor Investment Management#421 · 76,038 sh | 76,038 | $7.3M | 0.55% | +0.1% |
| 422 | KESTRA PRIVATE WEALTH SERVICES#422 · 75,860 sh | 75,860 | $7.3M | 0.08% | -5.4% |
| 423 | Prospera Financial Services#423 · 75,197 sh | 75,197 | $7.2M | 0.10% | -3.4% |
| 424 | Edgemoor Investment Advisors#424 · 75,202 sh | 75,202 | $7.2M | 0.49% | -0.9% |
| 425 | CITY HOLDING#425 · 75,121 sh | 75,121 | $7.2M | — | -3.1% |
| 426 | Argent#426 · 74,701 sh | 74,701 | $7.1M | 0.21% | +1.1% |
| 427 | Freestone Grove Partners#427 · 74,550 sh | 74,550 | $7.1M | 0.05% | New |
| 428 | BAILLIE GIFFORD#428 · 74,294 sh | 74,294 | $7.1M | <0.01% | -24.0% |
| 429 | BFSG#429 · 74,241 sh | 74,241 | $7.1M | 0.63% | +0.4% |
| 430 | KINGSWOOD WEALTH ADVISORS#430 · 74,037 sh | 74,037 | $7.1M | — | +3.2% |
| 431 | Federation des caisses Desjardins du Quebec#431 · 73,996 sh | 73,996 | $7.1M | 0.02% | +32.6% |
| 432 | NORDEA INVESTMENT MANAGEMENT AB#432 · 73,527 sh | 73,527 | $7.1M | <0.01% | +9.5% |
| 433 | Stratos Wealth Partners, LTD.#433 · 73,922 sh | 73,922 | $7.1M | 0.07% | -2.3% |
| 434 | Nicholas Hoffman & Company#434 · 73,433 sh | 73,433 | $7.0M | 0.15% | -0.2% |
| 435 | SCHNIEDERS CAPITAL MANAGEMENT#435 · 73,180 sh | 73,180 | $7.0M | 0.92% | +0.2% |
| 436 | MITCHELL MCLEOD PUGH & WILLIAMS#436 · 72,692 sh | 72,692 | $7.0M | 0.85% | +7.9% |
| 437 | RiverFront Investment Group#437 · 72,559 sh | 72,559 | $6.9M | 0.09% | +101.3% |
| 438 | Telos Capital Management#438 · 72,511 sh | 72,511 | $6.9M | 0.61% | +2.3% |
| 439 | OLD POINT & FINANCIAL SERVICES N A#439 · 73,767 sh | 73,767 | $6.9M | 2.10% | +4.3% |
| 440 | First PREMIER Bank#440 · 71,467 sh | 71,467 | $6.8M | — | -7.7% |
| 441 | HANTZ FINANCIAL SERVICES#441 · 71,147 sh | 71,147 | $6.8M | 0.09% | +1.4% |
| 442 | Empowered Funds#442 · 70,759 sh | 70,759 | $6.8M | 0.04% | +6.2% |
| 443 | CARRET ASSET MANAGEMENT#443 · 70,593 sh | 70,593 | $6.8M | 0.59% | -1.7% |
| 444 | Horizon Investments#444 · 70,508 sh | 70,508 | $6.7M | 0.07% | +7.6% |
| 445 | Carson Advisory#445 · 70,389 sh | 70,389 | $6.7M | 3.09% | -1.5% |
| 446 | MassMutual Private Wealth & , FSB#446 · 69,971 sh | 69,971 | $6.7M | — | -2.5% |
| 447 | NOMURA#447 · 69,959 sh | 69,959 | $6.7M | <0.01% | +130.2% |
| 448 | CONNING#448 · 5,615,087 sh | 5,615,087 | $6.7M | 0.20% | 0.0% |
| 449 | AE Wealth Management#449 · 69,691 sh | 69,691 | $6.7M | 0.03% | +18.0% |
| 450 | Kentucky Retirement Systems#450 · 69,564 sh | 69,564 | $6.7M | 0.17% | -4.4% |
| 451 | StoneX Group#451 · 69,316 sh | 69,316 | $6.6M | 0.27% | -4.5% |
| 452 | ALPINE WOODS CAPITAL INVESTORS#452 · 68,598 sh | 68,598 | $6.6M | 1.43% | -1.2% |
| 453 | Griffith & Werner#453 · 68,491 sh | 68,491 | $6.6M | 3.07% | +6.7% |
| 454 | GLOBALT Investments / GA#454 · 68,386 sh | 68,386 | $6.5M | — | -1.9% |
| 455 | Trinity Legacy Partners#455 · 67,566 sh | 67,566 | $6.5M | 1.30% | +5.8% |
| 456 | Walleye Capital#456 · 5,009,971 sh | 5,009,971 | $6.5M | 0.02% | -3.9% |
| 457 | OPPENHEIMER#457 · 66,365 sh | 66,365 | $6.4M | — | -0.2% |
| 458 | Community Bank & , Waco, Texas#458 · 66,124 sh | 66,124 | $6.3M | — | -2.0% |
| 459 | MainStreet Investment Advisors#459 · 65,921 sh | 65,921 | $6.3M | 0.86% | +2.6% |
| 460 | MONEY CONCEPTS CAPITAL#460 · 65,863 sh | 65,863 | $6.3M | 0.29% | +4.3% |
| 461 | WOODSTOCK#461 · 65,705 sh | 65,705 | $6.3M | — | -0.7% |
| 462 | Apollon Wealth Management#462 · 65,680 sh | 65,680 | $6.3M | — | +1.1% |
| 463 | AGF MANAGEMENT LTD#463 · 65,491 sh | 65,491 | $6.3M | 0.02% | -0.7% |
| 464 | SCHAPER BENZ & WISE INVESTMENT COUNSEL#464 · 64,390 sh | 64,390 | $6.2M | — | +0.3% |
| 465 | SIGNATUREFD#465 · 63,528 sh | 63,528 | $6.1M | — | +2.1% |
| 466 | PINKERTON WEALTH#466 · 62,356 sh | 62,356 | $6.0M | 0.52% | New |
| 467 | Capital Investment Counsel#467 · 62,852 sh | 62,852 | $6.0M | — | +1.7% |
| 468 | Vest Financial#468 · 62,762 sh | 62,762 | $6.0M | — | +1.6% |
| 469 | South Dakota Investment Council#469 · 62,514 sh | 62,514 | $6.0M | 0.10% | -1.1% |
| 470 | HARTFORD INVESTMENT MANAGEMENT#470 · 62,297 sh | 62,297 | $6.0M | 0.17% | -0.9% |
| 471 | MATHER GROUP#471 · 61,866 sh | 61,866 | $5.9M | — | +318.4% |
| 472 | Csenge Advisory Group#472 · 61,500 sh | 61,500 | $5.9M | 0.24% | +5.8% |
| 473 | PRUDENTIAL PLC#473 · 61,381 sh | 61,381 | $5.9M | 0.03% | 0.0% |
| 474 | Moors & Cabot#474 · 61,102 sh | 61,102 | $5.8M | 0.23% | -1.9% |
| 475 | Maryland State Retirement & Pension System#475 · 60,208 sh | 60,208 | $5.8M | 0.10% | +9.0% |
| 476 | Envestnet Portfolio Solutions#476 · 60,081 sh | 60,081 | $5.8M | 0.03% | +14.7% |
| 477 | MGO ONE SEVEN#477 · 59,195 sh | 59,195 | $5.7M | 0.09% | +10.3% |
| 478 | SHERMAN PORFOLIOS#478 · 58,431 sh | 58,431 | $5.6M | 0.44% | -0.6% |
| 479 | Louisiana State Employees Retirement System#479 · 57,600 sh | 57,600 | $5.5M | — | +2.7% |
| 480 | Norinchukin Bank, The#480 · 57,061 sh | 57,061 | $5.5M | 0.05% | +15.6% |
| 481 | United Bank#481 · 56,481 sh | 56,481 | $5.4M | 1.64% | +2.1% |
| 482 | ACADIAN ASSET MANAGEMENT#482 · 56,245 sh | 56,245 | $5.4M | <0.01% | +27.5% |
| 483 | Goelzer Investment Management#483 · 56,100 sh | 56,100 | $5.4M | — | -3.1% |
| 484 | Meridian Wealth Management#484 · 55,960 sh | 55,960 | $5.4M | 0.17% | +3.7% |
| 485 | Providence Capital Advisors#485 · 55,900 sh | 55,900 | $5.4M | 0.81% | -0.3% |
| 486 | VIRGINIA WEALTH MANAGEMENT GROUP#486 · 55,890 sh | 55,890 | $5.3M | — | +0.8% |
| 487 | Global Wealth Management Investment Advisory#487 · 55,831 sh | 55,831 | $5.3M | 0.76% | -0.2% |
| 488 | TOKIO MARINE ASSET MANAGEMENT LTD#488 · 55,450 sh | 55,450 | $5.3M | — | +4.2% |
| 489 | EFG International AG#489 · 4,700,692 sh | 4,700,692 | $5.2M | 0.10% | -29.8% |
| 490 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#490 · 54,787 sh | 54,787 | $5.2M | 0.13% | +8.3% |
| 491 | Clearbridge Investments#491 · 54,762 sh | 54,762 | $5.2M | <0.01% | -1.7% |
| 492 | Fideuram Asset Management (Ireland) dac#492 · 55,253 sh | 55,253 | $5.2M | 0.10% | +900.8% |
| 493 | BROWN BROTHERS HARRIMAN#493 · 54,466 sh | 54,466 | $5.2M | 0.02% | +65.6% |
| 494 | CHOREO#494 · 92,018 sh | 92,018 | $5.2M | 0.06% | +63.1% |
| 495 | Core Alternative Capital#495 · 54,344 sh | 54,344 | $5.2M | 1.56% | -12.0% |
| 496 | Edgestream Partners, L.P.#496 · 53,925 sh | 53,925 | $5.2M | 0.15% | -46.5% |
| 497 | GQG Partners#497 · 53,777 sh | 53,777 | $5.1M | <0.01% | +0.1% |
| 498 | Toroso Investments#498 · 53,386 sh | 53,386 | $5.1M | <0.01% | -9.9% |
| 499 | MORTON COMMUNITY BANK#499 · 52,612 sh | 52,612 | $5.0M | 1.03% | +2.4% |
| 500 | SAGESPRING WEALTH PARTNERS#500 · 52,506 sh | 52,506 | $5.0M | — | +3.5% |
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.