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Get Institutions for : 
Southern Co (SO)  
$80.14 2.06 (2.64%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1734    1
Total shares held : 
 698,096,777  
% of shares held : 
 65.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 16,721,440  
% of shares held change : 
   1.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $62.71  
Last Quarter's Ending Price : 
 $70.12  
Last Quarter's Average Price : 
 $68.67  
Change from last quarter's     
avg. price to the last closing  : 
11.47 (16.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
85
 12,317,052
 1.76%
 
Increased Positions :
657
 37,393,097
 5.36%
 
Unchanged Positions :
310
 3,872,748
 0.55%
 
Decreased Positions :
682
-29,101,112
-4.17%
 
Closed Positions :
84
-3,887,597
-0.56%
 
Guru Positions :
1
91,608
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 125 - 2024-03-31 100,089,634 $7,180,430,000 481,071
   J P MORGAN CHASE & CO 112 - 2024-03-31 30,167,151 $2,164,191,000 10,648,772
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 45 - 2024-03-31 26,316,313 $1,887,932,000 896,697
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 81 - 2024-03-31 23,994,733 $1,721,382,000 7,550,570
   GEODE CAPITAL MANAGEMENT LLC 122 - 2024-03-31 22,180,921 $1,586,501,000 1,663,945
   FRANKLIN RESOURCES INC 60 - 2024-03-31 16,929,875 $1,214,549,000 1,271,005
   MORGAN STANLEY 274 - 2024-03-31 11,104,318 $796,624,000 525,798
   AMERIPRISE FINANCIAL INC 111 - 2024-03-31 9,546,835 $684,880,000 1,636,559
   NUVEEN ASSET MANAGEMENT, LLC 107 - 2024-03-31 8,640,509 $634,665,000 2,783,203
   NORGES BANK 183 - 2023-12-31 8,999,828 $631,068,000 2,894,538
   BANK OF AMERICA CORP /DE/ 315 - 2024-03-31 7,853,407 $563,403,000 469,038
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 175 - 2024-03-31 6,217,167 $446,020,000 127,707
   GOLDMAN SACHS GROUP INC/ 242 - 2024-03-31 5,522,681 $396,197,000 180,287
   PICTET ASSET MANAGEMENT SA 59 - 2023-06-30 5,092,414 $357,742,000 55,733
   UBS Group AG 276 - 2024-03-31 2,935,304 $210,579,000 609,585
   ENVESTNET ASSET MANAGEMENT INC 280 - 2024-03-31 2,490,362 $178,659,000 3,334
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 12 - 2024-03-31 2,186,037 $156,826,000 135,837
   RHUMBLINE ADVISERS 119 - 2024-03-31 2,161,391 $155,058,000 41,488
   National Pension Service 130 - 2024-03-31 2,123,291 $152,325,000 37,426
   HSBC HOLDINGS PLC 181 - 2024-03-31 2,122,845 $152,282,000 584,913
   RAYMOND JAMES & ASSOCIATES 175 - 2024-03-31 2,120,155 $152,100,000 58,395
   LPL FINANCIAL CORP 221 - 2024-03-31 2,098,959 $150,579,000 13,500
   DIMENSIONAL FUND ADVISORS INC 638 - 2024-03-31 2,083,829 $149,494,000 104,945
   CAPITAL RESEARCH GLOBAL INVESTORS 261 - 2024-03-31 1,929,980 $138,457,000 500,000
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 14 - 2024-03-31 1,872,745 $134,351,000 283,578
   D E SHAW & CO INC 112 - 2024-03-31 1,835,226 $131,659,000 1,569,716
   SYNOVUS FINANCIAL CORP 11 - 2024-03-31 1,827,851 $131,135,000 230,549
   APG ALL PENSIONS GROUP 113 - 2024-03-31 1,863,951 $123,815,000 34,800
   VICTORY CAPITAL MANAGEMENT INC 252 - 2024-03-31 1,386,453 $99,464,000 77,385
   Empower Advisory Group LLC 62 - 2024-03-31 1,330,284 $95,435,000 42,006
   ENERGY INCOME PARTNERS LLC 17 - 2024-03-31 1,321,054 $94,772,000 57,381
   PRINCIPAL FINANCIAL GROUP INC 285 - 2024-03-31 1,302,037 $93,408,000 7,587
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 137 - 2024-03-31 1,290,849 $92,606,000 198,164
   ZACKS INVESTMENT MANAGEMENT 27 - 2024-03-31 1,237,925 $88,809,000 34,340
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 101 - 2024-03-31 1,218,465 $84,781,000 6,074
   Personal Capital Advisors Corp 58 - 2022-12-31 1,156,505 $82,586,000 29,211
   BNP PARIBAS ARBITRAGE SA 235 - 2024-03-31 1,058,062 $75,905,000 400,676
   MACQUARIE GROUP LTD 299 - 2024-03-31 1,056,475 $75,792,000 5,652
   COMMONWEALTH EQUITY SERVICES LLC. 165 - 2024-03-31 1,008,303 $72,336,000 49,273
   Stonegate Investment Group LLC 14 - 2024-03-31 993,342 $71,262,000 5,710
   NATIXIS ASSET MANAGEMENT ADVISORS LP 142 - 2024-03-31 961,163 $68,954,000 19,973
   MAWER INVESTMENT MANAGEMENT LTD. 57 - 2024-03-31 959,183 $68,812,000 146,111
   CREDIT SUISSE/ 293 - 2024-03-31 933,252 $66,951,000 3,763
   InterOcean Capital Group LLC 19 - 2024-03-31 893,434 $64,095,000 77,952
   Boston Partners 234 - 2024-03-31 880,367 $63,158,000 68,561
   KOREA INVESTMENT CORP 139 - 2024-03-31 839,794 $60,247,000 416,329
   WELCH GROUP, LLC 12 - 2024-03-31 789,070 $56,608,000 11,248
   CLARK CAPITAL MANAGEMENT GROUP INC 67 - 2024-03-31 736,134 $52,810,000 7,771
   CAPITAL ADVISORS INC/OK 26 - 2024-03-31 719,899 $51,646,000 8,672
   RENAISSANCE TECHNOLOGIES LLC 317 - 2024-03-31 663,200 $47,578,000 444,800
   Qube Research & Technologies Ltd 290 - 2024-03-31 607,651 $43,593,000 331,508
   CITIGROUP INC 390 - 2024-03-31 597,546 $42,868,000 475
   STATE OF WISCONSIN INVESTMENT BOARD 157 - 2024-03-31 591,026 $42,400,000 16,859
   VAUGHAN DAVID INVESTMENTS INC/IL 42 - 2024-03-31 561,653 $40,293,000 2,686
   Capital Investment Advisors LLC 26 - 2024-03-31 553,583 $39,714,000 11,496
   CAPITAL INTERNATIONAL INC /CA/ 59 - 2024-03-31 543,851 $39,016,000 89,598
   Cetera Investment Advisers 218 - 2024-03-31 534,708 $38,360,000 330,302
   GREAT WEST LIFE ASSURANCE CO /CAN/ 254 - 2024-03-31 521,042 $37,410,000 2,446
   Treasurer of the State of North Carolina 121 - 2024-03-31 487,134 $34,947,000 3,330
   Standard Life Aberdeen plc 287 - 2024-03-31 450,454 $32,316,000 1,530
   HYMAN CHARLES D 17 - 2024-03-31 448,632 $32,185,000 1,398
   BOLLARD GROUP LLC 13 - 2024-03-31 445,765 $31,979,000 6,028
   CRAWFORD INVESTMENT COUNSEL INC 47 - 2024-03-31 439,299 $31,515,000 15,685
   FIL LTD 388 - 2024-03-31 424,510 $30,454,000 370,810
   NORRIS PERNE & FRENCH LLP/MI 14 - 2024-03-31 393,082 $28,200,000 9,481
   TD ASSET MANAGEMENT INC 416 - 2024-03-31 378,632 $27,163,000 4,700
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 8 - 2024-03-31 370,492 $26,579,000 7,706
   IFM Investors Pty Ltd 65 - 2024-03-31 364,218 $26,129,000 5,056
   STRS OHIO 227 - 2024-03-31 354,296 $25,417,000 24,122
   TEACHER RETIREMENT SYSTEM OF TEXAS 158 - 2024-03-31 348,932 $25,032,000 97,119
   HUDSON BAY CAPITAL MANAGEMENT LP 51 - 2024-03-31 346,207 $24,837,000 150,000
   NOMURA ASSET MANAGEMENT CO LTD 228 - 2024-03-31 345,216 $24,766,000 443
   CREATIVE PLANNING 230 - 2024-03-31 328,686 $23,580,000 19,710
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 292 - 2024-03-31 323,294 $23,193,000 13,728
   ARIZONA STATE RETIREMENT SYSTEM 115 - 2024-03-31 312,971 $22,453,000 6,152
   FTB Advisors Inc. 39 - 2024-03-31 312,721 $22,435,000 13,755
   CAHABA WEALTH MANAGEMENT INC. 12 - 2024-03-31 300,105 $21,530,000 3,824
   STATE TREASURER STATE OF MICHIGAN 142 - 2024-03-31 298,823 $21,438,000 200
   Kestra Advisory Services LLC 148 - 2024-03-31 278,880 $20,007,000 41,161
   CIBC GLOBAL ASSET MANAGEMENT INC 176 - 2024-03-31 277,179 $19,883,000 2,781
   EXCHANGE TRADED CONCEPTS LLC 60 - 2024-03-31 261,682 $18,773,000 252,772
   COLONY GROUP, LLC 160 - 2024-03-31 247,525 $17,757,000 234,382
   FINANCIAL COUNSELORS INC 89 - 2024-03-31 243,323 $17,456,000 1,303
   SABAL TRUST CO 46 - 2024-03-31 242,557 $17,401,000 17,375
   Retirement Systems of Alabama 312 - 2024-03-31 240,716 $17,269,000 354
   MERCER GLOBAL ADVISORS INC /ADV 218 - 2024-03-31 236,115 $16,973,000 61,510
   DAVIDSON INVESTMENT ADVISORS 47 - 2024-03-31 236,336 $16,955,000 830
   Squarepoint Ops LLC 327 - 2024-03-31 232,826 $16,703,000 169,210
   VERITY & VERITY, LLC 18 - 2023-12-31 234,725 $16,459,000 1,509
   WADE G W & INC 56 - 2023-12-31 231,291 $16,218,000 4,014
   TEXAS PERMANENT SCHOOL FUND 118 - 2024-03-31 225,441 $16,173,000 262
   Illinois Municipal Retirement Fund 88 - 2024-03-31 222,600 $15,969,000 184,993
   Crossmark Global Holdings Inc. 74 - 2024-03-31 221,963 $15,924,000 11,549
   CWA Asset Management Group LLC 22 - 2024-03-31 218,650 $15,686,000 3,454
   STEPHENS INC /AR/ 101 - 2024-03-31 217,254 $15,586,000 8,263
   Assenagon Asset Management S.A. 319 - 2024-03-31 205,641 $14,753,000 178,724
   MULTIFINANCIAL SECURITIES CORP 165 - 2024-03-31 203,869 $14,626,000 85,777
   Rockefeller Capital Management L.P. 416 - 2024-03-31 196,866 $14,123,000 44,996
   CULLINAN ASSOCIATES INC 34 - 2024-03-31 194,754 $13,972,000 53,392
   BECKER CAPITAL MANAGEMENT INC 65 - 2024-03-31 193,295 $13,867,000 8,235
  100 Records found
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