24 institutions reported holding $261.3M of SOUTHERN CO (SOJA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Advisors LLC ($82.3M), ZAZOVE ASSOCIATES LLC ($54.9M), Ovata Capital Management Ltd ($37.5M), RWC Asset Management LLP ($13.8M), PIER 88 INVESTMENT PARTNERS LLC ($13.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $82.3M | 0 | Added |
| 2 | ZAZOVE ASSOCIATES LLC | $54.9M | 0 | Added |
| 3 | Ovata Capital Management Ltd | $37.5M | 34.0M | Added |
| 4 | RWC Asset Management LLP | $13.8M | 0 | Added |
| 5 | PIER 88 INVESTMENT PARTNERS LLC | $13.1M | 0 | New |
| 6 | MACKAY SHIELDS LLC | $11.0M | 0 | Added |
| 7 | INCOME RESEARCH & MANAGEMENT | $9.4M | 9.3M | New |
| 8 | MIZUHO SECURITIES USA LLC | $8.4M | 88,255 | New |
| 9 | CONNING INC. | $6.2M | 0 | Hold |
| 10 | Walleye Capital LLC | $5.5M | 0 | Hold |
| 11 | CITIGROUP INC | $5.1M | 0 | Trimmed |
| 12 | Police & Firemen's Retirement System of New Jersey | $4.8M | 4.8M | New |
| 13 | LAFFER TENGLER INVESTMENTS, INC. | $3.4M | 3,088 | Added |
| 14 | RATIONAL ADVISORS, INC. | $3.1M | 2.8M | Hold |
| 15 | AEGON USA Investment Management, LLC | $1.5M | 0 | Added |
| 16 | Calamos Wealth Management LLC | $738,690 | 0 | Added |
| 17 | OPPENHEIMER ASSET MANAGEMENT INC. | $191,661 | 174,000 | Trimmed |
| 18 | STEPHENS INC /AR/ | $59,481 | 54,000 | Hold |
| 19 | TRUIST FINANCIAL CORP | $40,424 | 40,000 | New |
| 20 | CHOREO, LLC | $38,457 | 38,000 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $22,030 | 20,000 | New |
| 22 | Goldstein Advisors, LLC | $11,024 | 0 | Hold |
| 23 | NBC SECURITIES, INC. | $11,015 | 10,000 | New |
| 24 | Suncoast Equity Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30