Southern Co
SOJE· NYSE
SOJESouthern Co
Who holds Southern Co, from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Confluence Investment Management LLC | 1.3M | −4.0% | $109M | 1.8% | Oct 1, 2026 |
| Rockland Trust Co | 106.9K | −1.7% | $8.9M | 0.3% | Oct 5, 2026 |
| MassMutual Private Wealth & Trust, FSB | 67.4K | −3.7% | $5.6M | 0.1% | Oct 5, 2026 |
| Eastern Bank | 51.2K | ±0% | $4.2M | 0.1% | Oct 5, 2026 |
| Stonebridge Financial Group, LLC | 40.1K | +3.2% | $3.3M | 0.2% | Oct 1, 2026 |
| RVW Wealth, LLC | 18.6K | New | $1.5M | 0.1% | Oct 6, 2026 |
| CapWealth Advisors, LLC | 16.2K | −2.9% | $1.3M | 0.1% | Oct 5, 2026 |
| Bangor Savings Bank | 15.9K | −0.8% | $1.3M | 0.1% | Oct 6, 2026 |
| Parrish Capital LLC | 15.3K | −0.9% | $1.3M | 1.2% | Oct 1, 2026 |
| GoalVest Advisory LLC | 13.3K | +3.1% | $1.1M | 0.2% | Oct 2, 2026 |
| Park National Corp | 12.8K | −8.4% | $1.1M | 0.1% | Oct 5, 2026 |
| Montecito Bank & Trust | 10.9K | −2.3% | $903.8K | 0.1% | Oct 1, 2026 |
| Ables, Iannone, Moore & Associates, Inc. | 8.4K | −5.2% | $693.2K | 0.4% | Oct 6, 2026 |
| Ballew Advisors, Inc | 5.8K | +0.0% | $481.4K | 0.2% | Oct 5, 2026 |
| Hickory Point Bank & Trust | 5.7K | ±0% | $475.1K | 0.3% | Oct 1, 2026 |
| Congress Asset Management Co | 5.4K | ±0% | $448.5K | 0.1% | Oct 6, 2026 |
| Eastover Investment Advisors LLC | 5.2K | ±0% | $429.8K | 0.2% | Oct 5, 2026 |
| Doliver Advisors, LP | 5.1K | −0.3% | $421.3K | 0.1% | Oct 1, 2026 |
| Violich Capital Management, Inc. | 4.6K | ±0% | $383.7K | 0.1% | Oct 5, 2026 |
| Rosenberg Matthew Hamilton | 4.6K | −2.0% | $378K | 0.1% | Oct 5, 2026 |
| Bank of New Hampshire | 4.5K | ±0% | $373.2K | 0.1% | Oct 6, 2026 |
| Central Pacific Bank - Trust Division | 7.2K | −0.1% | $320.3K | 0.1% | Oct 6, 2026 |
| Versant Capital Management, Inc | 3.9K | −27.0% | $319.2K | 0.1% | Oct 2, 2026 |
| Byrne Asset Management LLC | 3.5K | +3.6% | $288.1K | 0.2% | Oct 6, 2026 |
| Moody National Bank Trust Division | 3.3K | ±0% | $269.6K | 0.1% | Oct 6, 2026 |
| Private Capital Advisors, Inc. | 3.2K | ±0% | $265.2K | 0.1% | Oct 6, 2026 |
| Colton Groome Financial Advisors, LLC | 2.7K | +0.1% | $221.6K | 0.1% | Oct 6, 2026 |
| Coastline Trust Co | 2.7K | −13.6% | $220.2K | 0.1% | Oct 1, 2026 |
| Mallini Complete Financial Planning LLC | 2.5K | −22.7% | $210.7K | 0.1% | Oct 6, 2026 |
| Acima Private Wealth, LLC | 1.5K | ±0% | $124.3K | 0.1% | Oct 5, 2026 |
| Roxbury Financial LLC | 911 | +0.9% | $75.5K | 0.1% | Oct 1, 2026 |
| Olistico Wealth, LLC | 752 | +4.2% | $62.3K | 0.1% | Oct 5, 2026 |
| Planning Strategies Inc. | 666 | +1.8% | $55.2K | 0.1% | Oct 2, 2026 |
| Tompkins Financial Corp | 555 | ±0% | $46K | 0.1% | Oct 5, 2026 |
| Burkett Financial Services, LLC | 64 | ±0% | $5.4K | 0.1% | Oct 1, 2026 |
| CX Institutional | 22.1K | +4.0% | $1.8K | 0.1% | Oct 2, 2026 |
