Who Owns SOUTHERN CO COM (SO)? -- Institutional Holders (2026-06-30)

100 institutions reported holding $401.6M of SOUTHERN CO COM (SO) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($131.2M), OLD REPUBLIC INTERNATIONAL CORP ($68.1M), Assenagon Asset Management S.A. ($57.9M), Czech National Bank ($30.7M), PensionDanmark Pensionsforsikringsaktieselskab ($18.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CONFLUENCE INVESTMENT MANAGEMENT LLC$131.2M1.4MTrimmed
2OLD REPUBLIC INTERNATIONAL CORP$68.1M711,900Hold
3Assenagon Asset Management S.A.$57.9M605,409Trimmed
4Czech National Bank$30.7M320,873Added
5PensionDanmark Pensionsforsikringsaktieselskab$18.4M192,080New
6ROCKLAND TRUST CO$10.4M108,723Added
7Dynamic Advisor Solutions LLC$8.5M89,321Trimmed
8MassMutual Private Wealth & Trust, FSB$6.7M69,971Trimmed
9EASTERN BANK$4.9M51,165Trimmed
10TrueWealth Advisors, LLC$3.9M40,489Trimmed
11Stonebridge Financial Group, LLC$3.7M38,848Added
12CANANDAIGUA NATIONAL BANK & TRUST CO$3.6M37,115Trimmed
13Hennion & Walsh Asset Management, Inc.$3.0M31,656Trimmed
14GAMMA Investing LLC$2.9M30,705Added
15Apella Capital, LLC$2.8M28,968Added
16Hilltop National Bank$2.7M28,558Added
17Bison Wealth, LLC$2.5M25,849Trimmed
18Mechanics Bank Trust Department$2.1M21,723Trimmed
19CX Institutional$2.0M21,222Trimmed
20Valeo Financial Advisors, LLC$1.9M20,147Added
21Cohen Capital Management, Inc.$1.8M19,000Hold
22Bangor Savings Bank$1.5M16,008Trimmed
23TRUST POINT INC.$1.3M13,072Added
24CoreCap Advisors, LLC$1.2M12,554Added
25STABLEFORD CAPITAL II LLC$1.2M12,267Added

Source: SEC Form 13F filings · as of 2026-06-30