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Get Institutions for : 
Southern Co (SO)  
$75.47 0.38 (0.5%) as of 4:30 Mon 5/6


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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  : 
6.80 (9.9%)  




 
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 :
2
84,587
 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 183 *New 2023-12-31 8,999,828 $631,068,000 8,999,828
   Boston Partners 244 *New 2023-12-31 811,806 $56,924,000 811,806
   Ceredex Value Advisors LLC 46 *New 2024-03-31 669,406 $48,023,000 669,406
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 119 *New 2023-12-31 494,000 $34,639,000 494,000
   TUDOR INVESTMENT CORP ET AL 43 *New 2023-12-31 326,409 $22,888,000 326,409
   Qube Research & Technologies Ltd 438 *New 2023-12-31 276,143 $19,363,000 276,143
   VOLORIDGE INVESTMENT MANAGEMENT LLC 356 *New 2023-12-31 245,942 $17,245,000 245,942
   EVENTIDE ASSET MANAGEMENT LLC 115 *New 2023-12-31 169,005 $11,851,000 169,005
   Capital Group Private Client Services Inc. 132 *New 2023-12-31 163,632 $11,474,000 163,632
   HRT FINANCIAL LLC 172 *New 2023-12-31 125,432 $8,795,000 125,432
   Executive Wealth Management LLC *New 2023-12-31 81,094 $5,686,000 81,094
   ALLSTATE INVESTMENT MANAGEMENT CO 102 *New 2022-12-31 65,608 $4,685,000 65,608
   Lumbard Investment Counseling LLC 16 *New 2023-12-31 66,501 $4,663,000 66,501
   BW Gestao de Investimentos Ltda. *New 2024-03-31 60,000 $4,304,000 60,000
   SpiderRock Advisors LLC 122 *New 2024-03-31 61,960 $4,301,000 61,960
   FIL LTD 610 *New 2023-12-31 53,700 $3,765,000 53,700
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 167 *New 2023-12-31 36,026 $2,526,000 36,026
   Simplicity WealthLLC 364 *New 2024-03-31 26,205 $1,880,000 26,205
   Investment Management Corp of Ontario 254 *New 2023-12-31 25,442 $1,784,000 25,442
   Pearl River Capital LLC 107 *New 2023-12-31 23,663 $1,659,000 23,663
   Summit Financial LLC 155 *New 2024-03-31 17,954 $1,288,000 17,954
   BAILLIE GIFFORD & CO 256 *New 2024-03-31 17,500 $1,255,000 17,500
   TCW GROUP INC 297 *New 2023-12-31 16,562 $1,162,000 16,562
   COLONY GROUP, LLC 465 *New 2023-12-31 13,143 $922,000 13,143
   Sagefield Capital LP 76 *New 2023-12-31 12,904 $905,000 12,904
   Eisler Capital (UK) Ltd. 197 *New 2023-12-31 12,909 $905,000 12,909
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 265 *New 2024-03-31 12,410 $890,000 12,410
   AMI ASSET MANAGEMENT CORP 77 *New 2024-03-31 11,837 $849,000 11,837
   DCM Advisors LLC 57 *New 2023-12-31 10,000 $701,000 10,000
   RETIREMENT GUYS FORMULA LLC 80 *New 2024-03-31 9,543 $685,000 9,543
   Global Assets Advisory LLC 302 *New 2024-03-31 43,158 $607,000 43,158
   Quantamental Technologies LLC 55 *New 2023-09-30 8,993 $582,000 8,993
   GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 55 *New 2024-03-31 8,100 $581,000 8,100
   SCP Investment LP 21 *New 2023-12-31 7,800 $548,000 7,800
   SHERBROOKE PARK ADVISERS LLC 149 *New 2023-12-31 7,574 $531,000 7,574
   TORON CAPITAL MARKETS INC. 186 *New 2023-12-31 7,006 $491,000 7,006
   TIEDEMANN WEALTH MANAGEMENT, LLC 171 *New 2023-09-30 7,517 $486,000 7,517
   SYON CAPITAL LLC 274 *New 2023-12-31 6,238 $437,000 6,238
   Charles Schwab Trust Co 116 *New 2024-03-31 6,007 $431,000 6,007
   Teza Capital Management LLC 353 *New 2023-09-30 6,600 $427,000 6,600
   Point72 Europe (London) LLP 168 *New 2023-12-31 6,048 $424,000 6,048
   ROUNDVIEW CAPITAL LLC 260 *New 2023-12-31 5,954 $417,000 5,954
   NORDEN GROUP LLC 284 *New 2024-03-31 5,244 $376,000 5,244
   Camden Capital LLC 217 *New 2023-12-31 5,181 $363,000 5,181
   RETIREMENT PLANNING GROUP 157 *New 2024-03-31 4,986 $358,000 4,986
   MQS Management LLC 219 *New 2023-12-31 5,057 $355,000 5,057
   Allen Capital Group LLC 146 *New 2024-03-31 4,942 $355,000 4,942
   Jentner Corp 34 *New 2023-12-31 4,872 $342,000 4,872
   Fonville Wealth Management LLC 74 *New 2024-03-31 4,662 $334,000 4,662
   WOLVERINE TRADING LLC 844 *New 2023-12-31 4,753 $333,000 4,753
   LAKE STREET ADVISORS GROUP LLC 267 *New 2023-12-31 4,634 $325,000 4,634
   Trilogy Capital Inc. 246 *New 2024-03-31 4,456 $320,000 4,456
   Gilliland Jeter Wealth Management LLC *New 2024-03-31 4,346 $312,000 4,346
   MORNINGSTAR INVESTMENT SERVICES, INC. 355 *New 2023-12-31 4,155 $292,000 4,155
   Heartland Bank & Trust Co *New 2023-12-31 3,880 $272,000 3,880
   CBOE Vest Financial LLC *New 2024-03-31 3,710 $266,000 3,710
   Sepio Capital LLC 265 *New 2023-12-31 3,659 $257,000 3,659
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 46 *New 2024-03-31 3,506 $252,000 3,506
   Redwood Investment Management LLC 327 *New 2023-12-31 3,570 $250,000 3,570
   L2 Asset Management LLC 146 *New 2023-12-31 3,562 $250,000 3,562
   Values First Advisors Inc. 141 *New 2024-03-31 3,407 $244,000 3,407
   Crew Capital Management Ltd. *New 2024-03-31 3,198 $229,000 3,198
   BREVAN HOWARD CAPITAL MANAGEMENT LP 781 *New 2023-12-31 3,252 $228,000 3,252
   Asset Management Resources LLC *New 2023-12-31 3,185 $223,000 3,185
   GILMAN HILL ASSET MANAGEMENT, LLC 192 *New 2024-03-31 3,115 $223,000 3,115
   Quadrant Private Wealth Management LLC 207 *New 2023-12-31 3,120 $219,000 3,120
   Wealthquest Corp 125 *New 2023-12-31 3,034 $213,000 3,034
   Magnolia Wealth Management LLC 11 *New 2023-12-31 3,026 $212,000 3,026
   EMPIRICAL FINANCIAL SERVICES, LLC 468 *New 2023-12-31 2,958 $207,000 2,958
   REGENT INVESTMENT MANAGEMENT LLC 198 *New 2022-12-31 2,900 $207,000 2,900
   BANK OF STOCKTON 126 *New 2024-03-31 2,845 $204,000 2,845
   Financial Partners Group LLC 94 *New 2024-03-31 2,827 $203,000 2,827
   MEADOW CREEK WEALTH ADVISORS LLC 128 *New 2024-03-31 2,836 $203,000 2,836
   MARIPAU WEALTH MANAGEMENT LLC 106 *New 2023-12-31 2,888 $203,000 2,888
   Massey Quick & Co. LLC 388 *New 2024-03-31 2,813 $202,000 2,813
   FSA Wealth Management LLC 48 *New 2023-12-31 2,812 $197,000 2,812
   S.A.C. Capital Advisors (Hong Kong) Ltd. 427 *New 2023-12-31 2,699 $189,000 2,699
   PACIFIC CAPITAL WEALTH ADVISORS INC 123 *New 2023-12-31 815 $57,000 815
   Scarborough Advisors LLC 226 *New 2023-12-31 443 $31,000 443
   PIN OAK INVESTMENT ADVISORS INC 260 *New 2023-12-31 300 $21,000 300
   Core Wealth Advisors Inc. 136 *New 2023-12-31 300 $21,000 300
   Dunhill Financial LLC 161 *New 2023-12-31 267 $19,000 267
   First Capital Advisors Group LLC. 464 *New 2023-06-30 222 $16,000 222
   ACADIAN ASSET MANAGEMENT LLC 1606 *New 2023-12-31 219 $15,000 219
   HORIZON FINANCIAL SERVICES LLC 121 *New 2024-03-31 190 $14,000 190
   WESTEND CAPITAL MANAGEMENT LLC 117 *New 2024-03-31 156 $11,000 156
   REDMONT WEALTH ADVISORS LLC 196 *New 2024-03-31 105 $8,000 105
   Nemes Rush Group LLC 446 *New 2023-12-31 113 $8,000 113
   Frank Rimerman Advisors LLC 204 *New 2023-12-31 57 $4,000 57
   Cribstone Capital Management LLC 299 *New 2022-12-31 50 $4,000 50
   Psagot Value Holdings Ltd. / (Israel) 562 *New 2023-12-31 1 $0 1
  91 Records found
  1    
  Page 1 of 1
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