SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | MORGAN DEMPSEY CAPITAL MANAGEMENT#501 · 52,236 sh | 52,236 | $5.0M | 2.14% | +3.1% |
| 502 | GREATMARK INVESTMENT PARTNERS#502 · 51,872 sh | 51,872 | $5.0M | 0.55% | -0.2% |
| 503 | Baugh & Associates#503 · 51,696 sh | 51,696 | $4.9M | — | -7.8% |
| 504 | Clearstead Advisors#504 · 51,598 sh | 51,598 | $4.9M | 0.05% | +10.9% |
| 505 | BI Asset Management Fondsmaeglerselskab A/S#505 · 51,586 sh | 51,586 | $4.9M | — | +5.0% |
| 506 | MONTAG A & ASSOCIATES#506 · 51,496 sh | 51,496 | $4.9M | 0.21% | +1.6% |
| 507 | American Investment Advisors#507 · 51,434 sh | 51,434 | $4.9M | 2.43% | +0.6% |
| 508 | Oakworth Capital#508 · 51,599 sh | 51,599 | $4.9M | — | -1.3% |
| 509 | IHT Wealth Management#509 · 51,288 sh | 51,288 | $4.9M | 0.10% | -1.6% |
| 510 | FIRST CITIZENS BANK#510 · 51,279 sh | 51,279 | $4.9M | — | +14.7% |
| 511 | EASTERN BANK#511 · 51,165 sh | 51,165 | $4.9M | — | 0.0% |
| 512 | Wealthcare Advisory Partners#512 · 50,770 sh | 50,770 | $4.9M | — | -14.1% |
| 513 | HENGEHOLD CAPITAL MANAGEMENT#513 · 50,767 sh | 50,767 | $4.9M | — | +1.3% |
| 514 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#514 · 50,652 sh | 50,652 | $4.8M | 0.23% | +3.2% |
| 515 | Cornerstone Capital#515 · 50,301 sh | 50,301 | $4.8M | 0.43% | -0.6% |
| 516 | RED CEDAR INVESTMENT MANAGEMENT#516 · 55,444 sh | 55,444 | $4.8M | 0.46% | +24.3% |
| 517 | Coastal Bridge Advisors#517 · 50,247 sh | 50,247 | $4.8M | 0.30% | -1.1% |
| 518 | Arete Wealth Advisors#518 · 50,117 sh | 50,117 | $4.8M | 0.16% | +184.4% |
| 519 | Capital International Sarl#519 · 49,896 sh | 49,896 | $4.8M | 0.07% | +37.0% |
| 520 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#520 · 48,809 sh | 48,809 | $4.7M | 0.02% | +4.8% |
| 521 | Apollon Financial#521 · 48,690 sh | 48,690 | $4.7M | — | +2.8% |
| 522 | Kentucky#522 · 48,616 sh | 48,616 | $4.7M | — | -0.6% |
| 523 | WESBANCO BANK#523 · 48,214 sh | 48,214 | $4.6M | 0.11% | 0.0% |
| 524 | Diversified Enterprises#524 · 47,958 sh | 47,958 | $4.6M | — | +6.7% |
| 525 | BROWN ADVISORY#525 · 47,805 sh | 47,805 | $4.6M | <0.01% | -1.0% |
| 526 | Marble Wealth#526 · 47,119 sh | 47,119 | $4.5M | 0.69% | -1.8% |
| 527 | First National Advisers#527 · 46,945 sh | 46,945 | $4.5M | 0.63% | +10.4% |
| 528 | BAILARD#528 · 46,852 sh | 46,852 | $4.5M | — | 0.0% |
| 529 | Parallax Volatility Advisers, L.P.#529 · 46,762 sh | 46,762 | $4.5M | <0.01% | +30.8% |
| 530 | D L CARLSON INVESTMENT GROUP#530 · 46,430 sh | 46,430 | $4.4M | 0.71% | +88.3% |
| 531 | Rench Wealth Management#531 · 45,743 sh | 45,743 | $4.4M | 1.18% | +0.7% |
| 532 | Laurel Wealth Advisors#532 · 45,674 sh | 45,674 | $4.4M | 0.42% | -1.4% |
| 533 | Pathway Financial Advisers#533 · 45,111 sh | 45,111 | $4.3M | 1.09% | 0.0% |
| 534 | Prime Capital Investment Advisors#534 · 44,967 sh | 44,967 | $4.3M | — | -6.4% |
| 535 | Lombard Odier Asset Management (Switzerland) SA#535 · 44,853 sh | 44,853 | $4.3M | 0.14% | +11.7% |
| 536 | HF Advisory Group#536 · 44,799 sh | 44,799 | $4.3M | — | +6.5% |
| 537 | MUFG SECURITIES AMERICAS#537 · 1,033,953 sh | 1,033,953 | $4.3M | 0.22% | +3293.6% |
| 538 | Bank OZK#538 · 44,723 sh | 44,723 | $4.3M | 1.27% | +7.0% |
| 539 | Callan Family Office#539 · 44,553 sh | 44,553 | $4.3M | 0.08% | +6.8% |
| 540 | Great Lakes Retirement#540 · 44,148 sh | 44,148 | $4.2M | — | +11.2% |
| 541 | MUFG Securities EMEA plc#541 · 44,123 sh | 44,123 | $4.2M | 0.04% | -2.2% |
| 542 | Wills Financial Group#542 · 44,018 sh | 44,018 | $4.2M | 1.53% | -1.5% |
| 543 | Longbow Finance SA#543 · 43,850 sh | 43,850 | $4.2M | 0.54% | -14.3% |
| 544 | LuminArx Capital Management#544 · 4,000,000 sh | 4,000,000 | $4.2M | 1.86% | +166.7% |
| 545 | MTM Investment Management#545 · 43,669 sh | 43,669 | $4.2M | 1.19% | +0.1% |
| 546 | PARK AVENUE SECURITIES#546 · 43,388 sh | 43,388 | $4.2M | — | +3.7% |
| 547 | Simplicity Wealth#547 · 43,287 sh | 43,287 | $4.1M | — | +408.8% |
| 548 | MAINSTAY CAPITAL MANAGEMENT#548 · 42,960 sh | 42,960 | $4.1M | 0.30% | +1.8% |
| 549 | GWN SECURITIES#549 · 42,874 sh | 42,874 | $4.1M | 0.69% | -7.0% |
| 550 | BUCKHEAD CAPITAL MANAGEMENT#550 · 42,476 sh | 42,476 | $4.1M | 1.39% | +0.1% |
| 551 | Robbins Farley#551 · 42,424 sh | 42,424 | $4.1M | — | +5.4% |
| 552 | New Age Alpha Advisors#552 · 42,386 sh | 42,386 | $4.1M | 0.17% | -3.9% |
| 553 | SHENKMAN CAPITAL MANAGEMENT#553 · 4,000,000 sh | 4,000,000 | $4.1M | 0.56% | +11.3% |
| 554 | Focus Partners Advisor Solutions#554 · 42,293 sh | 42,293 | $4.0M | 0.03% | +35.9% |
| 555 | Palisade Asset Management#555 · 42,092 sh | 42,092 | $4.0M | 0.37% | +0.4% |
| 556 | OmniStar Financial Group#556 · 41,922 sh | 41,922 | $4.0M | — | +960.2% |
| 557 | PEAPACK GLADSTONE FINANCIAL#557 · 41,729 sh | 41,729 | $4.0M | 0.05% | +9.3% |
| 558 | Graham Capital Management, L.P.#558 · 41,611 sh | 41,611 | $4.0M | 0.07% | -67.8% |
| 559 | Kingsview Wealth Management#559 · 41,582 sh | 41,582 | $4.0M | 0.05% | +4.6% |
| 560 | Waterloo Capital, L.P.#560 · 41,471 sh | 41,471 | $4.0M | 0.22% | -9.8% |
| 561 | Sciencast Management#561 · 41,429 sh | 41,429 | $4.0M | 0.82% | -33.3% |
| 562 | Summit Trail Advisors#562 · 41,242 sh | 41,242 | $3.9M | 0.05% | +13.6% |
| 563 | Sigma Planning#563 · 40,567 sh | 40,567 | $3.9M | — | +0.3% |
| 564 | TrueWealth Advisors#564 · 40,489 sh | 40,489 | $3.9M | — | -4.1% |
| 565 | Ameritas Investment Partners#565 · 40,440 sh | 40,440 | $3.9M | 0.10% | -0.7% |
| 566 | CI INVESTMENTS#566 · 40,184 sh | 40,184 | $3.8M | 0.01% | -15.0% |
| 567 | FAS Wealth Partners#567 · 39,556 sh | 39,556 | $3.8M | 0.20% | +9.5% |
| 568 | DAYMARK WEALTH PARTNERS#568 · 39,337 sh | 39,337 | $3.8M | 0.09% | -3.7% |
| 569 | Smartleaf Asset Management#569 · 38,791 sh | 38,791 | $3.8M | 0.12% | 0.0% |
| 570 | PICTON MAHONEY ASSET MANAGEMENT#570 · 39,173 sh | 39,173 | $3.7M | 0.03% | -65.8% |
| 571 | Glenview#571 · 38,800 sh | 38,800 | $3.7M | 0.06% | 0.0% |
| 572 | UMB Bank, n.a.#572 · 38,937 sh | 38,937 | $3.7M | 0.05% | -13.6% |
| 573 | DANSKE BANK A/S#573 · 38,863 sh | 38,863 | $3.7M | <0.01% | +17.9% |
| 574 | Stonebridge Financial Group#574 · 38,848 sh | 38,848 | $3.7M | — | +5.3% |
| 575 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#575 · 38,708 sh | 38,708 | $3.7M | — | -0.4% |
| 576 | CENTAURUS FINANCIAL#576 · 38,678 sh | 38,678 | $3.7M | 0.16% | +3.2% |
| 577 | MILLER HOWARD INVESTMENTS#577 · 38,342 sh | 38,342 | $3.7M | — | +3.7% |
| 578 | LAFFER TENGLER INVESTMENTS#578 · 5,688 sh | 5,688 | $3.7M | 0.47% | +3.7% |
| 579 | BOUSSARD & GAVAUDAN GESTION SAS#579 · 3,300 sh | 3,300 | $3.7M | 0.18% | — |
| 580 | Fifth Third Wealth Advisors#580 · 38,052 sh | 38,052 | $3.6M | — | -5.9% |
| 581 | CARY STREET PARTNERS FINANCIAL#581 · 37,961 sh | 37,961 | $3.6M | 0.08% | -0.7% |
| 582 | Empirical Finance#582 · 37,799 sh | 37,799 | $3.6M | 0.15% | +3.5% |
| 583 | Plan Group Financial#583 · 37,485 sh | 37,485 | $3.6M | — | +11.3% |
| 584 | First Bank#584 · 37,464 sh | 37,464 | $3.6M | — | -4.0% |
| 585 | Citizens National Bank Department#585 · 37,347 sh | 37,347 | $3.6M | 0.53% | -0.1% |
| 586 | High Point Wealth Management#586 · 37,339 sh | 37,339 | $3.6M | 2.92% | +1.1% |
| 587 | LEUCADIA NATIONAL#587 · 37,233 sh | 37,233 | $3.6M | 0.02% | +236.4% |
| 588 | Essex Financial Services#588 · 37,207 sh | 37,207 | $3.6M | 0.18% | -6.1% |
| 589 | CANANDAIGUA NATIONAL BANK#589 · 37,115 sh | 37,115 | $3.6M | — | — |
| 590 | CULLEN INVESTMENT GROUP, LTD.#590 · 36,892 sh | 36,892 | $3.5M | — | -17.7% |
| 591 | Family Legacy#591 · 36,742 sh | 36,742 | $3.5M | — | +0.1% |
| 592 | All Terrain Financial Advisors#592 · 36,682 sh | 36,682 | $3.5M | 0.57% | -0.2% |
| 593 | WESTWOOD GROUP#593 · 36,614 sh | 36,614 | $3.5M | 0.03% | +27.9% |
| 594 | JPL Wealth Management#594 · 36,423 sh | 36,423 | $3.5M | 0.69% | -2.8% |
| 595 | Pinnacle Wealth Management Advisory Group#595 · 36,314 sh | 36,314 | $3.5M | — | +4.2% |
| 596 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#596 · 36,143 sh | 36,143 | $3.5M | 0.04% | +2.6% |
| 597 | Elo Mutual Pension Insurance#597 · 36,033 sh | 36,033 | $3.4M | 0.04% | -9.9% |
| 598 | Texas Yale Capital#598 · 35,901 sh | 35,901 | $3.4M | 0.07% | +5.9% |
| 599 | Jump Financial#599 · 35,900 sh | 35,900 | $3.4M | 0.03% | +280.6% |
| 600 | OneAscent Wealth Management#600 · 35,596 sh | 35,596 | $3.4M | 1.02% | -1.9% |
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.