SOUTHERN CO (SO) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 2,418
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Venture Visionary Partners#801 · 20,384 sh | 20,384 | $2.0M | — | -0.2% |
| 802 | Fidelis Capital Partners#802 · 20,203 sh | 20,203 | $1.9M | 0.11% | +0.1% |
| 803 | TEMA ETFS#803 · 20,157 sh | 20,157 | $1.9M | — | +10.3% |
| 804 | Valeo Financial Advisors#804 · 20,147 sh | 20,147 | $1.9M | — | +8.7% |
| 805 | Kovack Advisors#805 · 20,207 sh | 20,207 | $1.9M | 0.09% | -11.2% |
| 806 | HHM Wealth Advisors#806 · 20,111 sh | 20,111 | $1.9M | 0.19% | -2.1% |
| 807 | OAK HARBOR WEALTH PARTNERS#807 · 20,015 sh | 20,015 | $1.9M | 0.71% | -31.1% |
| 808 | Canal Insurance#808 · 20,000 sh | 20,000 | $1.9M | — | 0.0% |
| 809 | Ethos Financial Group#809 · 32,323 sh | 32,323 | $1.9M | 0.13% | -11.0% |
| 810 | ICW Investment Advisors#810 · 19,958 sh | 19,958 | $1.9M | 0.67% | 0.0% |
| 811 | Mystic Asset Management#811 · 19,933 sh | 19,933 | $1.9M | — | -0.3% |
| 812 | Weaver Capital Management#812 · 19,749 sh | 19,749 | $1.9M | — | 0.0% |
| 813 | Advisor OS#813 · 19,895 sh | 19,895 | $1.9M | 0.13% | -0.5% |
| 814 | Rollins Financial Advisors#814 · 19,863 sh | 19,863 | $1.9M | 0.25% | +17.8% |
| 815 | Allen Capital Group#815 · 19,660 sh | 19,660 | $1.9M | 0.15% | -4.9% |
| 816 | Allen Mooney & Barnes Investment Advisors#816 · 19,624 sh | 19,624 | $1.9M | — | -24.6% |
| 817 | Candriam S.C.A.#817 · 19,525 sh | 19,525 | $1.9M | <0.01% | -0.1% |
| 818 | AVIVA PLC#818 · 19,483 sh | 19,483 | $1.9M | <0.01% | +4.1% |
| 819 | BRIGHTON JONES#819 · 19,463 sh | 19,463 | $1.9M | 0.03% | +5.8% |
| 820 | NBC SECURITIES#820 · 29,341 sh | 29,341 | $1.9M | — | +56.6% |
| 821 | Gateway Wealth Partners#821 · 19,206 sh | 19,206 | $1.8M | 0.11% | -46.0% |
| 822 | Register Financial Advisors#822 · 19,145 sh | 19,145 | $1.8M | — | +4.4% |
| 823 | Larson Financial Group#823 · 19,041 sh | 19,041 | $1.8M | 0.05% | +5.2% |
| 824 | Cohen Capital Management#824 · 19,000 sh | 19,000 | $1.8M | — | 0.0% |
| 825 | DRW Securities#825 · 18,998 sh | 18,998 | $1.8M | 0.04% | +55.0% |
| 826 | TCW GROUP#826 · 18,973 sh | 18,973 | $1.8M | 0.01% | +4.3% |
| 827 | LeConte Wealth Management#827 · 18,914 sh | 18,914 | $1.8M | — | +84.3% |
| 828 | Pacific Wealth Strategies Group#828 · 18,912 sh | 18,912 | $1.8M | 1.04% | +17.6% |
| 829 | SHELTON CAPITAL MANAGEMENT#829 · 18,817 sh | 18,817 | $1.8M | 0.03% | -1.0% |
| 830 | WJ Financial Advisors#830 · 18,758 sh | 18,758 | $1.8M | 1.32% | +3.5% |
| 831 | CreativeOne Wealth#831 · 18,749 sh | 18,749 | $1.8M | 0.04% | -24.8% |
| 832 | Smith Thornton Advisors#832 · 18,469 sh | 18,469 | $1.8M | — | +4.9% |
| 833 | NBT BANK N A#833 · 18,501 sh | 18,501 | $1.8M | — | -9.9% |
| 834 | Wedmont Private Capital#834 · 18,489 sh | 18,489 | $1.8M | — | +3.2% |
| 835 | BAHL & GAYNOR#835 · 18,426 sh | 18,426 | $1.8M | <0.01% | -2.4% |
| 836 | Spire Wealth Management#836 · 18,393 sh | 18,393 | $1.8M | 0.05% | +0.2% |
| 837 | LBMC INVESTMENT ADVISORS#837 · 18,350 sh | 18,350 | $1.8M | 0.10% | -30.4% |
| 838 | SWAN Capital#838 · 18,332 sh | 18,332 | $1.8M | 0.60% | -0.2% |
| 839 | EAGLE ROCK INVESTMENT COMPANY#839 · 18,283 sh | 18,283 | $1.7M | — | 0.0% |
| 840 | TRANSCEND WEALTH COLLECTIVE#840 · 18,246 sh | 18,246 | $1.7M | 0.12% | +216.1% |
| 841 | Focus Financial Network#841 · 18,206 sh | 18,206 | $1.7M | — | +1.0% |
| 842 | Orange Investment Advisors#842 · 18,133 sh | 18,133 | $1.7M | — | -2.0% |
| 843 | Diversified#843 · 18,110 sh | 18,110 | $1.7M | 0.03% | -0.4% |
| 844 | Wellington Shields#844 · 18,084 sh | 18,084 | $1.7M | 0.39% | 0.0% |
| 845 | ADAPT WEALTH ADVISORS#845 · 18,067 sh | 18,067 | $1.7M | 0.57% | -4.1% |
| 846 | Verity & Verity#846 · 18,060 sh | 18,060 | $1.7M | — | -31.5% |
| 847 | CWS Financial Advisors#847 · 18,002 sh | 18,002 | $1.7M | — | +5.6% |
| 848 | PRIMORIS WEALTH ADVISORS#848 · 17,944 sh | 17,944 | $1.7M | 0.78% | 0.0% |
| 849 | PEOPLES FINANCIAL SERVICES#849 · 17,933 sh | 17,933 | $1.7M | — | -0.4% |
| 850 | Monte Financial Group#850 · 18,065 sh | 18,065 | $1.7M | 0.55% | 0.0% |
| 851 | CLIFTONLARSONALLEN WEALTH ADVISORS#851 · 17,842 sh | 17,842 | $1.7M | — | +54.0% |
| 852 | Gleason Group#852 · 17,743 sh | 17,743 | $1.7M | — | +0.1% |
| 853 | SMITH, MOORE#853 · 17,667 sh | 17,667 | $1.7M | 0.11% | +0.1% |
| 854 | TOWER BRIDGE ADVISORS#854 · 17,603 sh | 17,603 | $1.7M | 0.15% | +3.1% |
| 855 | Old Port Advisors#855 · 17,577 sh | 17,577 | $1.7M | — | +2.8% |
| 856 | Savvy Advisors#856 · 17,514 sh | 17,514 | $1.7M | 0.04% | +35.6% |
| 857 | Lebenthal Global Advisors#857 · 17,448 sh | 17,448 | $1.7M | 0.23% | +2.5% |
| 858 | Consolidated Planning#858 · 17,414 sh | 17,414 | $1.7M | — | -7.3% |
| 859 | Armor Investment Advisors#859 · 17,343 sh | 17,343 | $1.7M | 0.53% | -13.8% |
| 860 | JEPPSON WEALTH MANAGEMENT#860 · 17,272 sh | 17,272 | $1.7M | — | +0.3% |
| 861 | Ascent Group#861 · 17,256 sh | 17,256 | $1.7M | 0.05% | +13.0% |
| 862 | Constant Guidance Financial#862 · 17,120 sh | 17,120 | $1.6M | 1.03% | New |
| 863 | Ipswich Investment Management#863 · 17,117 sh | 17,117 | $1.6M | — | -0.9% |
| 864 | Cannon Financial Strategists#864 · 17,067 sh | 17,067 | $1.6M | — | -7.3% |
| 865 | DEARBORN PARTNERS#865 · 16,881 sh | 16,881 | $1.6M | 0.09% | 0.0% |
| 866 | Chicago Partners Investment Group#866 · 16,833 sh | 16,833 | $1.6M | — | +18.8% |
| 867 | AXXCESS WEALTH MANAGEMENT#867 · 16,985 sh | 16,985 | $1.6M | — | New |
| 868 | Bridgewater Associates#868 · 16,972 sh | 16,972 | $1.6M | <0.01% | +44.2% |
| 869 | AGP FRANKLIN#869 · 16,919 sh | 16,919 | $1.6M | 0.70% | +8.0% |
| 870 | ROMANO BROTHERS AND COMPANY#870 · 16,836 sh | 16,836 | $1.6M | — | -2.9% |
| 871 | CapWealth Advisors#871 · 16,666 sh | 16,666 | $1.6M | — | -0.4% |
| 872 | SBI Securities , Ltd.#872 · 16,663 sh | 16,663 | $1.6M | — | -9.1% |
| 873 | Advisory Alpha#873 · 16,579 sh | 16,579 | $1.6M | 0.04% | +57.7% |
| 874 | Cresset Asset Management#874 · 16,539 sh | 16,539 | $1.6M | <0.01% | +63.3% |
| 875 | PINEBRIDGE INVESTMENTS#875 · 16,537 sh | 16,537 | $1.6M | 0.01% | +10.2% |
| 876 | FCA#876 · 16,529 sh | 16,529 | $1.6M | 0.39% | +5.9% |
| 877 | GRANITE ISLANDS PRIVATE WEALTH#877 · 16,615 sh | 16,615 | $1.6M | — | +12.6% |
| 878 | Generali Investments CEE, investicni spolecnost, a.s.#878 · 16,400 sh | 16,400 | $1.6M | — | 0.0% |
| 879 | VestGen Advisors#879 · 16,308 sh | 16,308 | $1.6M | 0.05% | +0.4% |
| 880 | Aaron Wealth Advisors#880 · 16,175 sh | 16,175 | $1.5M | — | +56.0% |
| 881 | Maia Wealth#881 · 16,089 sh | 16,089 | $1.5M | — | +83.9% |
| 882 | Concord Asset Management#882 · 16,062 sh | 16,062 | $1.5M | 0.24% | -59.5% |
| 883 | Bangor Savings Bank#883 · 16,008 sh | 16,008 | $1.5M | — | -3.4% |
| 884 | Kentucky Farm Bureau Mutual Insurance#884 · 16,000 sh | 16,000 | $1.5M | 0.42% | 0.0% |
| 885 | Cornell Pochily Investment Advisors#885 · 15,985 sh | 15,985 | $1.5M | — | -0.6% |
| 886 | RETIREMENT GUYS FORMULA#886 · 15,947 sh | 15,947 | $1.5M | — | +6.6% |
| 887 | SUMITOMO LIFE INSURANCE#887 · 15,945 sh | 15,945 | $1.5M | 0.02% | -5.7% |
| 888 | Everstar Asset Management#888 · 15,942 sh | 15,942 | $1.5M | 0.74% | +0.4% |
| 889 | EARNEST PARTNERS#889 · 15,933 sh | 15,933 | $1.5M | <0.01% | -2.3% |
| 890 | First City Capital Management#890 · 15,894 sh | 15,894 | $1.5M | 0.74% | -1.2% |
| 891 | High Net Worth Advisory Group#891 · 15,874 sh | 15,874 | $1.5M | — | 0.0% |
| 892 | Sargent Investment Group#892 · 15,822 sh | 15,822 | $1.5M | 0.18% | -43.8% |
| 893 | BANK HAPOALIM BM#893 · 1,494,000 sh | 1,494,000 | $1.5M | 0.10% | New |
| 894 | Stiles Financial Services#894 · 15,717 sh | 15,717 | $1.5M | 0.38% | -1.2% |
| 895 | Procyon Advisors#895 · 15,573 sh | 15,573 | $1.5M | — | +5.7% |
| 896 | Parrish Capital#896 · 15,418 sh | 15,418 | $1.5M | — | -13.5% |
| 897 | TWO SIGMA SECURITIES#897 · 15,351 sh | 15,351 | $1.5M | 0.13% | New |
| 898 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#898 · 15,375 sh | 15,375 | $1.5M | 0.09% | +3.3% |
| 899 | FLPUTNAM INVESTMENT MANAGEMENT#899 · 15,207 sh | 15,207 | $1.5M | 0.02% | -4.1% |
| 900 | Main Street Financial Solutions#900 · 15,198 sh | 15,198 | $1.5M | 0.09% | +4.3% |
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.