SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | JOHNSON INVESTMENT COUNSEL#701 · 26,562 sh | 26,562 | $2.5M | 0.02% | -4.3% |
| 702 | Hilltop#702 · 26,543 sh | 26,543 | $2.5M | 0.20% | +14.0% |
| 703 | KIM#703 · 2,500,000 sh | 2,500,000 | $2.5M | 0.25% | New |
| 704 | BESSEMER GROUP#704 · 26,372 sh | 26,372 | $2.5M | <0.01% | +9.2% |
| 705 | Frank, Rimerman Advisors#705 · 26,339 sh | 26,339 | $2.5M | — | +0.5% |
| 706 | ZWJ INVESTMENT COUNSEL#706 · 26,333 sh | 26,333 | $2.5M | — | +1.8% |
| 707 | Argyle Capital Management#707 · 26,321 sh | 26,321 | $2.5M | 0.73% | +0.4% |
| 708 | Ameritas Advisory Services#708 · 26,269 sh | 26,269 | $2.5M | 0.05% | +197.9% |
| 709 | Delta Global Management#709 · 26,185 sh | 26,185 | $2.5M | 0.27% | +1.5% |
| 710 | Laird Norton Wetherby Company#710 · 26,143 sh | 26,143 | $2.5M | 0.05% | -2.1% |
| 711 | Aprio Wealth Management#711 · 26,127 sh | 26,127 | $2.5M | 0.12% | +20.4% |
| 712 | PRINCIPAL SECURITIES#712 · 26,111 sh | 26,111 | $2.5M | 0.03% | +9.6% |
| 713 | WCG Wealth Advisors#713 · 26,068 sh | 26,068 | $2.5M | 0.06% | -1.7% |
| 714 | Bison Wealth#714 · 25,849 sh | 25,849 | $2.5M | — | -1.7% |
| 715 | Ascent Wealth Partners#715 · 25,910 sh | 25,910 | $2.5M | — | +2.5% |
| 716 | JOHN G ULLMAN & ASSOCIATES#716 · 25,842 sh | 25,842 | $2.5M | 0.30% | -0.1% |
| 717 | Advanced Asset Management Advisors#717 · 25,805 sh | 25,805 | $2.5M | — | 0.0% |
| 718 | Meeder Advisory Services#718 · 25,679 sh | 25,679 | $2.5M | 0.09% | -1.6% |
| 719 | B. Metzler seel. Sohn & AG#719 · 25,656 sh | 25,656 | $2.5M | 0.02% | +9.9% |
| 720 | Verdence Capital Advisors#720 · 25,643 sh | 25,643 | $2.5M | — | -2.4% |
| 721 | Lineweaver Wealth Advisors#721 · 25,615 sh | 25,615 | $2.5M | — | +5.6% |
| 722 | KLEIN PAVLIS & PEASLEY FINANCIAL#722 · 25,575 sh | 25,575 | $2.4M | — | +8.1% |
| 723 | Cape Investment Advisory#723 · 25,514 sh | 25,514 | $2.4M | — | +0.1% |
| 724 | Retirement Planning Group#724 · 25,513 sh | 25,513 | $2.4M | — | +8.2% |
| 725 | KAVAR CAPITAL PARTNERS GROUP#725 · 25,262 sh | 25,262 | $2.4M | 0.30% | +0.2% |
| 726 | Union Bankshares#726 · 25,201 sh | 25,201 | $2.4M | 0.04% | +3.9% |
| 727 | Ausdal Financial Partners#727 · 25,081 sh | 25,081 | $2.4M | 0.09% | +1.3% |
| 728 | Fiduciary Alliance#728 · 25,060 sh | 25,060 | $2.4M | — | -0.8% |
| 729 | Advyzon Investment Management#729 · 25,054 sh | 25,054 | $2.4M | 0.17% | +1.3% |
| 730 | Global Retirement Partners#730 · 25,025 sh | 25,025 | $2.4M | 0.04% | — |
| 731 | American Assets Investment Management#731 · 25,000 sh | 25,000 | $2.4M | 0.14% | 0.0% |
| 732 | Nepsis#732 · 24,895 sh | 24,895 | $2.4M | — | -2.1% |
| 733 | Wealth Intelligence#733 · 24,876 sh | 24,876 | $2.4M | — | -12.2% |
| 734 | Atom Investors#734 · 24,820 sh | 24,820 | $2.4M | 0.21% | New |
| 735 | BROOKS, MOORE & ASSOCIATES#735 · 24,673 sh | 24,673 | $2.4M | 1.06% | +0.4% |
| 736 | TD PRIVATE CLIENT WEALTH#736 · 24,530 sh | 24,530 | $2.3M | 0.04% | +31.5% |
| 737 | Frec Markets#737 · 24,455 sh | 24,455 | $2.3M | 0.21% | +97.0% |
| 738 | Capital Investment Advisory Services#738 · 24,263 sh | 24,263 | $2.3M | 0.14% | +0.1% |
| 739 | WEDBUSH SECURITIES#739 · 24,215 sh | 24,215 | $2.3M | — | -4.5% |
| 740 | Southeast Asset Advisors#740 · 24,154 sh | 24,154 | $2.3M | 0.23% | +0.1% |
| 741 | Sowell Financial Services#741 · 24,007 sh | 24,007 | $2.3M | — | -0.1% |
| 742 | Compound Planning#742 · 23,995 sh | 23,995 | $2.3M | 0.06% | +2.6% |
| 743 | PFG Investments#743 · 23,961 sh | 23,961 | $2.3M | 0.09% | +2.7% |
| 744 | Stamos Capital Partners, L.P.#744 · 23,816 sh | 23,816 | $2.3M | 0.35% | -0.7% |
| 745 | Confluence Wealth Services#745 · 23,814 sh | 23,814 | $2.3M | 0.07% | +57.2% |
| 746 | Gladstone Institutional Advisory#746 · 23,803 sh | 23,803 | $2.3M | 0.07% | +1.2% |
| 747 | Accurate Wealth Management#747 · 23,699 sh | 23,699 | $2.3M | — | +11.6% |
| 748 | Alaethes Wealth#748 · 23,659 sh | 23,659 | $2.3M | 0.66% | +0.2% |
| 749 | MISSION WEALTH MANAGEMENT#749 · 23,627 sh | 23,627 | $2.3M | — | +95.0% |
| 750 | AEGON USA Investment Management#750 · 1,464,530 sh | 1,464,530 | $2.3M | 1.62% | +91.6% |
| 751 | PRIVATE NA#751 · 23,542 sh | 23,542 | $2.3M | — | +0.1% |
| 752 | Western Wealth Management#752 · 23,485 sh | 23,485 | $2.2M | 0.07% | -0.4% |
| 753 | Cornerstone Advisory#753 · 23,407 sh | 23,407 | $2.2M | 0.19% | -0.8% |
| 754 | SMITH CHAS P & ASSOCIATES PA CPAS#754 · 23,388 sh | 23,388 | $2.2M | — | -3.7% |
| 755 | REAVES W H#755 · 23,267 sh | 23,267 | $2.2M | 0.03% | -6.1% |
| 756 | Harbour & Investment Management#756 · 23,258 sh | 23,258 | $2.2M | 0.21% | -2.5% |
| 757 | Tempo Wealth#757 · 23,131 sh | 23,131 | $2.2M | — | +14.0% |
| 758 | OF VERMONT#758 · 23,114 sh | 23,114 | $2.2M | — | — |
| 759 | AlphaCore Capital#759 · 23,061 sh | 23,061 | $2.2M | 0.04% | +13.0% |
| 760 | FIRST UNITED BANK#760 · 22,904 sh | 22,904 | $2.2M | — | -1.8% |
| 761 | RITHOLTZ WEALTH MANAGEMENT#761 · 22,829 sh | 22,829 | $2.2M | 0.03% | -3.7% |
| 762 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#762 · 22,825 sh | 22,825 | $2.2M | 0.13% | +1.7% |
| 763 | PATTEN & PATTEN#763 · 22,801 sh | 22,801 | $2.2M | — | +0.1% |
| 764 | Columbus Macro#764 · 22,780 sh | 22,780 | $2.2M | — | +0.7% |
| 765 | LVZ#765 · 22,775 sh | 22,775 | $2.2M | — | +2.2% |
| 766 | EVERGREEN CAPITAL MANAGEMENT#766 · 22,483 sh | 22,483 | $2.2M | — | +69.8% |
| 767 | World Investment Advisors#767 · 22,194 sh | 22,194 | $2.1M | 0.04% | -25.7% |
| 768 | Tower Research Capital (TRC)#768 · 22,396 sh | 22,396 | $2.1M | 0.05% | -27.2% |
| 769 | NorthRock Partners#769 · 21,955 sh | 21,955 | $2.1M | 0.03% | +9.9% |
| 770 | Altshuler Shaham Ltd#770 · 21,918 sh | 21,918 | $2.1M | 0.03% | +11.6% |
| 771 | Miracle Mile Advisors#771 · 21,889 sh | 21,889 | $2.1M | 0.02% | 0.0% |
| 772 | Snowden Capital Advisors#772 · 21,861 sh | 21,861 | $2.1M | 0.05% | +9.3% |
| 773 | Ashton Thomas Private Wealth#773 · 21,848 sh | 21,848 | $2.1M | 0.04% | +11.2% |
| 774 | Essex#774 · 21,821 sh | 21,821 | $2.1M | — | +0.1% |
| 775 | Regal Investment Advisors#775 · 21,808 sh | 21,808 | $2.1M | 0.11% | -4.0% |
| 776 | Cohen Klingenstein#776 · 21,800 sh | 21,800 | $2.1M | — | 0.0% |
| 777 | STOCK YARDS BANK#777 · 21,771 sh | 21,771 | $2.1M | 0.06% | -0.5% |
| 778 | Mechanics Bank Department#778 · 21,723 sh | 21,723 | $2.1M | — | -0.9% |
| 779 | Patrick Mauro Investment Advisor#779 · 21,706 sh | 21,706 | $2.1M | 1.04% | -3.8% |
| 780 | MSH Capital Advisors#780 · 21,669 sh | 21,669 | $2.1M | 0.36% | +0.5% |
| 781 | Concord Wealth Partners#781 · 21,665 sh | 21,665 | $2.1M | 0.24% | -51.7% |
| 782 | Caprock Group#782 · 21,568 sh | 21,568 | $2.1M | 0.04% | +19.9% |
| 783 | Americana Partners#783 · 21,441 sh | 21,441 | $2.1M | 0.05% | -17.8% |
| 784 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#784 · 21,348 sh | 21,348 | $2.0M | <0.01% | +28.8% |
| 785 | BENEDICT FINANCIAL ADVISORS#785 · 21,322 sh | 21,322 | $2.0M | — | -0.7% |
| 786 | Coppell Advisory Solutions#786 · 6,860 sh | 6,860 | $2.0M | 0.16% | New |
| 787 | NTV ASSET MANAGEMENT#787 · 21,250 sh | 21,250 | $2.0M | — | -0.1% |
| 788 | LongView Wealth Management#788 · 21,247 sh | 21,247 | $2.0M | — | -32.0% |
| 789 | Vontobel Holding Ltd.#789 · 21,247 sh | 21,247 | $2.0M | — | +2.5% |
| 790 | CX Institutional#790 · 21,222 sh | 21,222 | $2.0M | — | -7.9% |
| 791 | PARSONS CAPITAL MANAGEMENT#791 · 21,205 sh | 21,205 | $2.0M | 0.09% | +2.0% |
| 792 | Nicholson Wealth Management Group#792 · 21,122 sh | 21,122 | $2.0M | 1.19% | 0.0% |
| 793 | T. Rowe Price Investment Management#793 · 21,055 sh | 21,055 | $2.0M | <0.01% | +4.2% |
| 794 | Mayfair Advisory Group#794 · 20,703 sh | 20,703 | $2.0M | — | +4.6% |
| 795 | LMG Wealth Partners#795 · 20,768 sh | 20,768 | $2.0M | 0.32% | +0.6% |
| 796 | NovaPoint Capital#796 · 20,713 sh | 20,713 | $2.0M | — | +3.4% |
| 797 | Compass Wealth Management#797 · 20,606 sh | 20,606 | $2.0M | 0.79% | +9.8% |
| 798 | INVESCO#798 · 20,575 sh | 20,575 | $2.0M | — | +3.4% |
| 799 | Regent Peak Wealth Advisors#799 · 20,560 sh | 20,560 | $2.0M | — | +54.8% |
| 800 | Town & Country Bank & dba First Bankers#800 · 20,392 sh | 20,392 | $2.0M | 0.61% | +2.5% |
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.