SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | MOSAIC FAMILY WEALTH PARTNERS#601 · 35,582 sh | 35,582 | $3.4M | 0.23% | +339.0% |
| 602 | IFP Advisors#602 · 35,414 sh | 35,414 | $3.4M | — | +3.3% |
| 603 | Bleakley Financial Group#603 · 35,377 sh | 35,377 | $3.4M | 0.04% | +10.8% |
| 604 | GREAT VALLEY ADVISOR GROUP#604 · 35,373 sh | 35,373 | $3.4M | 0.05% | +4.9% |
| 605 | PROFUND ADVISORS#605 · 35,297 sh | 35,297 | $3.4M | 0.09% | -6.0% |
| 606 | QUADRANT CAPITAL GROUP#606 · 35,163 sh | 35,163 | $3.4M | — | -51.2% |
| 607 | ANCHYRA PARTNERS#607 · 35,010 sh | 35,010 | $3.4M | — | +0.3% |
| 608 | Naviter Wealth#608 · 35,006 sh | 35,006 | $3.4M | 0.30% | +27.3% |
| 609 | Mutual Advisors#609 · 34,878 sh | 34,878 | $3.3M | 0.06% | +7.6% |
| 610 | PRAXIS INVESTMENT MANAGEMENT#610 · 34,801 sh | 34,801 | $3.3M | 0.18% | 0.0% |
| 611 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#611 · 34,797 sh | 34,797 | $3.3M | 0.37% | +2.2% |
| 612 | KCM INVESTMENT ADVISORS#612 · 34,788 sh | 34,788 | $3.3M | — | +1.3% |
| 613 | BlueCrest Capital Management Ltd#613 · 66,407 sh | 66,407 | $3.3M | 0.11% | +155.8% |
| 614 | BIRMINGHAM CAPITAL MANAGEMENT#614 · 34,450 sh | 34,450 | $3.3M | 1.25% | -0.3% |
| 615 | Marshall Financial Group#615 · 34,327 sh | 34,327 | $3.3M | 0.48% | +7.3% |
| 616 | Perigon Wealth Management#616 · 34,256 sh | 34,256 | $3.3M | — | +4.7% |
| 617 | Lantz Financial#617 · 33,998 sh | 33,998 | $3.3M | — | +0.6% |
| 618 | Leelyn Smith#618 · 33,748 sh | 33,748 | $3.2M | 0.39% | +2.8% |
| 619 | apricus wealth#619 · 33,747 sh | 33,747 | $3.2M | — | +1.1% |
| 620 | Walsky Investment Management#620 · 33,575 sh | 33,575 | $3.2M | 2.98% | -0.8% |
| 621 | WEST PACES ADVISORS#621 · 33,477 sh | 33,477 | $3.2M | — | -0.8% |
| 622 | Avantax Planning Partners#622 · 33,431 sh | 33,431 | $3.2M | 0.08% | -1.6% |
| 623 | Modern Wealth Management#623 · 33,350 sh | 33,350 | $3.2M | 0.04% | +48.8% |
| 624 | LITTLE HOUSE CAPITAL#624 · 33,271 sh | 33,271 | $3.2M | 0.72% | +1.4% |
| 625 | Spartan Wealth Advisory Services#625 · 33,241 sh | 33,241 | $3.2M | 0.26% | +5.5% |
| 626 | Baldwin Investment Management#626 · 33,202 sh | 33,202 | $3.2M | 0.31% | +82.1% |
| 627 | PETTYJOHN, WOOD & WHITE#627 · 33,106 sh | 33,106 | $3.2M | 0.46% | +0.4% |
| 628 | WOODMONT INVESTMENT COUNSEL#628 · 33,049 sh | 33,049 | $3.2M | 0.17% | -0.5% |
| 629 | COURIER CAPITAL#629 · 32,926 sh | 32,926 | $3.2M | — | -1.6% |
| 630 | WATERS PARKERSON#630 · 32,840 sh | 32,840 | $3.1M | 0.15% | -5.4% |
| 631 | Adalta Capital Management#631 · 32,813 sh | 32,813 | $3.1M | 1.38% | -0.1% |
| 632 | Rockline Wealth Management#632 · 32,810 sh | 32,810 | $3.1M | — | -1.6% |
| 633 | North Dakota State Investment Board#633 · 32,765 sh | 32,765 | $3.1M | 0.13% | +2.6% |
| 634 | Ranch Capital Advisors#634 · 32,764 sh | 32,764 | $3.1M | 0.99% | +8.7% |
| 635 | Shoker Investment Counsel#635 · 32,733 sh | 32,733 | $3.1M | 0.79% | +5.8% |
| 636 | LEGACY FINANCIAL INDEPENDENT ADVISORS#636 · 32,657 sh | 32,657 | $3.1M | 1.47% | -49.4% |
| 637 | Sovereign Financial Group#637 · 32,652 sh | 32,652 | $3.1M | 0.48% | -4.8% |
| 638 | EverSource Wealth Advisors#638 · 32,514 sh | 32,514 | $3.1M | 0.10% | +62.7% |
| 639 | RATIONAL ADVISORS#639 · 2,820,000 sh | 2,820,000 | $3.1M | 0.28% | 0.0% |
| 640 | M3 Wealth Management#640 · 32,320 sh | 32,320 | $3.1M | 2.01% | +0.7% |
| 641 | GAM Holding AG#641 · 32,305 sh | 32,305 | $3.1M | 0.24% | -0.6% |
| 642 | IEQ CAPITAL#642 · 32,166 sh | 32,166 | $3.1M | 0.01% | -2.9% |
| 643 | GREAT LAKES ADVISORS#643 · 32,151 sh | 32,151 | $3.1M | 0.02% | -1.6% |
| 644 | FIRST NATIONAL#644 · 32,103 sh | 32,103 | $3.1M | 0.10% | -1.3% |
| 645 | Ethic#645 · 32,103 sh | 32,103 | $3.1M | 0.04% | -37.7% |
| 646 | INTACT INVESTMENT MANAGEMENT#646 · 32,100 sh | 32,100 | $3.1M | 0.09% | 0.0% |
| 647 | BIP Wealth#647 · 31,963 sh | 31,963 | $3.1M | — | +26.4% |
| 648 | EXCHANGE TRADED CONCEPTS#648 · 31,725 sh | 31,725 | $3.0M | 0.01% | -80.5% |
| 649 | Hennion & Walsh Asset Management#649 · 31,656 sh | 31,656 | $3.0M | — | -3.7% |
| 650 | Odyssean#650 · 31,626 sh | 31,626 | $3.0M | 0.49% | +105.3% |
| 651 | Murphy, Middleton, Hinkle & Parker#651 · 31,624 sh | 31,624 | $3.0M | — | +0.5% |
| 652 | Caldwell#652 · 31,311 sh | 31,311 | $3.0M | 0.24% | +1.1% |
| 653 | SNS Financial Group#653 · 31,121 sh | 31,121 | $3.0M | 0.06% | +339.9% |
| 654 | SouthState Bank#654 · 31,080 sh | 31,080 | $3.0M | 0.12% | -0.6% |
| 655 | GAMMA Investing#655 · 30,705 sh | 30,705 | $2.9M | — | +13.6% |
| 656 | CIBC WORLD MARKET#656 · 30,673 sh | 30,673 | $2.9M | <0.01% | +1.6% |
| 657 | Geneos Wealth Management#657 · 30,668 sh | 30,668 | $2.9M | 0.06% | +6.1% |
| 658 | Koshinski Asset Management#658 · 30,373 sh | 30,373 | $2.9M | 0.15% | +2.1% |
| 659 | MARSHALL WACE, LLP#659 · 30,253 sh | 30,253 | $2.9M | <0.01% | -98.7% |
| 660 | Systematic Alpha Investments#660 · 30,000 sh | 30,000 | $2.9M | 0.08% | 0.0% |
| 661 | CHEMUNG CANAL#661 · 29,963 sh | 29,963 | $2.9M | 0.53% | +2.2% |
| 662 | COLDSTREAM CAPITAL MANAGEMENT#662 · 29,930 sh | 29,930 | $2.9M | 0.04% | +0.9% |
| 663 | SECURIAN ASSET MANAGEMENT#663 · 29,956 sh | 29,956 | $2.9M | 0.10% | +0.4% |
| 664 | Dockside#664 · 29,642 sh | 29,642 | $2.8M | 0.66% | New |
| 665 | DONALDSON CAPITAL MANAGEMENT#665 · 29,606 sh | 29,606 | $2.8M | 0.08% | +14.6% |
| 666 | Pullen Investment Management#666 · 29,557 sh | 29,557 | $2.8M | — | +1.1% |
| 667 | CITIZENS FINANCIAL GROUP#667 · 29,533 sh | 29,533 | $2.8M | — | +9.0% |
| 668 | Biltmore Family Office#668 · 29,522 sh | 29,522 | $2.8M | 0.37% | -4.1% |
| 669 | Apella Capital#669 · 28,968 sh | 28,968 | $2.8M | — | +9.5% |
| 670 | Old North State#670 · 29,202 sh | 29,202 | $2.8M | 1.44% | +1.9% |
| 671 | BROADWATER CAPITAL MANAGEMENT#671 · 29,154 sh | 29,154 | $2.8M | 2.02% | 0.0% |
| 672 | GREENLEAF#672 · 28,986 sh | 28,986 | $2.8M | 0.03% | +3.2% |
| 673 | Kentucky Retirement Systems Insurance Fund#673 · 28,868 sh | 28,868 | $2.8M | 0.17% | -0.4% |
| 674 | Jacobi Capital Management#674 · 28,766 sh | 28,766 | $2.8M | 0.13% | -1.6% |
| 675 | Churchill Financial Advisors#675 · 28,756 sh | 28,756 | $2.8M | — | -1.0% |
| 676 | BOKF, NA#676 · 28,580 sh | 28,580 | $2.7M | 0.04% | -5.2% |
| 677 | Hilltop National Bank#677 · 28,558 sh | 28,558 | $2.7M | — | +0.1% |
| 678 | Siemens Fonds Invest GmbH#678 · 28,481 sh | 28,481 | $2.7M | 0.13% | +0.8% |
| 679 | Hayek Kallen Investment Management#679 · 28,200 sh | 28,200 | $2.7M | 0.82% | 0.0% |
| 680 | Tyche Wealth Partners#680 · 28,092 sh | 28,092 | $2.7M | 0.38% | +1.1% |
| 681 | HOLDERNESS INVESTMENTS#681 · 28,072 sh | 28,072 | $2.7M | 0.45% | -0.7% |
| 682 | RAHLFS CAPITAL#682 · 27,895 sh | 27,895 | $2.7M | — | 0.0% |
| 683 | Linden Thomas Advisory Services#683 · 27,822 sh | 27,822 | $2.7M | — | +4.8% |
| 684 | ASSETMARK#684 · 27,639 sh | 27,639 | $2.6M | — | +9.8% |
| 685 | Vectors Research Management#685 · 27,637 sh | 27,637 | $2.6M | 0.69% | -1.3% |
| 686 | HANCOCK WHITNEY#686 · 27,631 sh | 27,631 | $2.6M | 0.04% | -89.3% |
| 687 | Red Door Wealth Management#687 · 27,623 sh | 27,623 | $2.6M | 0.24% | +8.3% |
| 688 | Stolper#688 · 27,617 sh | 27,617 | $2.6M | — | -49.3% |
| 689 | Inman Jager Wealth Management#689 · 27,530 sh | 27,530 | $2.6M | 1.40% | +4.4% |
| 690 | Ares Systematic Credit Ltd#690 · 2,600,000 sh | 2,600,000 | $2.6M | 1.60% | +36.8% |
| 691 | EQUITABLE#691 · 27,472 sh | 27,472 | $2.6M | — | -1.3% |
| 692 | Excelsior Advisor Network#692 · 27,316 sh | 27,316 | $2.6M | 0.34% | +35.4% |
| 693 | Capital Square#693 · 27,192 sh | 27,192 | $2.6M | — | +1.9% |
| 694 | MCRAE CAPITAL MANAGEMENT#694 · 27,137 sh | 27,137 | $2.6M | — | 0.0% |
| 695 | M&G Plc#695 · 26,957 sh | 26,957 | $2.6M | 0.01% | +23.4% |
| 696 | Farmers & Merchants of Chambersburg PA#696 · 27,026 sh | 27,026 | $2.6M | — | -4.6% |
| 697 | FULTON BANK, N.A.#697 · 26,987 sh | 26,987 | $2.6M | — | +35.2% |
| 698 | MARIETTA INVESTMENT PARTNERS#698 · 26,828 sh | 26,828 | $2.6M | 0.44% | +1.5% |
| 699 | Aurora Investment Counsel#699 · 26,807 sh | 26,807 | $2.6M | 1.32% | -3.9% |
| 700 | Canada Post Registered Pension Plan#700 · 26,772 sh | 26,772 | $2.6M | 0.09% | 0.0% |
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.