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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  
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 111 - 2023-12-31 99,608,563 $6,984,552,000 35,898
   BLACKROCK INC. 116 - 2023-12-31 77,732,498 $5,450,603,000 104,505
   STATE STREET CORP 85 - 2023-12-31 63,606,390 $4,460,080,000 803,945
   GEODE CAPITAL MANAGEMENT LLC 115 - 2023-12-31 20,516,976 $1,434,268,000 393,102
   J P MORGAN CHASE & CO 147 - 2023-12-31 19,518,379 $1,368,629,000 12,024,245
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 98 - 2023-12-31 16,444,163 $1,153,065,000 5,707,845
   LEGAL & GENERAL GROUP PLC 107 - 2023-12-31 10,672,375 $748,348,000 1,662,067
   MORGAN STANLEY 276 - 2023-12-31 10,578,520 $741,766,000 767,213
   AMERIPRISE FINANCIAL INC 133 - 2023-12-31 7,910,276 $554,720,000 363,088
   BANK OF AMERICA CORP /DE/ 303 - 2023-12-31 7,384,369 $517,792,000 606,936
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 157 - 2023-12-31 6,089,460 $426,993,000 111,311
   NUVEEN ASSET MANAGEMENT, LLC 132 - 2023-12-31 5,857,306 $425,454,000 473,654
   INVESCO LTD 265 - 2023-12-31 5,822,430 $408,269,000 125,290
   GOLDMAN SACHS GROUP INC/ 245 - 2023-12-31 5,342,394 $374,609,000 268,247
   PICTET ASSET MANAGEMENT SA 59 - 2023-06-30 5,092,414 $357,742,000 55,733
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 161 - 2023-12-31 4,655,674 $326,456,000 850,682
   Ensign Peak Advisors Inc 35 - 2023-12-31 4,272,732 $299,604,000 464,717
   WELLS FARGO & CO/MN 228 - 2023-12-31 3,938,521 $276,169,000 63,791
   ROYAL BANK OF CANADA 264 - 2023-12-31 3,556,003 $249,348,000 359,571
   WELLINGTON MANAGEMENT CO LLP 353 - 2023-12-31 3,529,052 $247,457,000 934,447
   BARCLAYS PLC 169 - 2023-12-31 3,463,547 $242,863,000 1,346,445
   ENVESTNET ASSET MANAGEMENT INC 271 - 2023-12-31 2,487,028 $174,390,000 6,223
   UBS Group AG 289 - 2023-12-31 2,325,719 $163,079,000 142,497
   RAYMOND JAMES & ASSOCIATES 175 - 2024-03-31 2,120,155 $152,100,000 58,395
   BANK OF MONTREAL /CAN/ 200 - 2023-12-31 2,112,230 $151,447,000 239,235
   National Pension Service 111 - 2023-12-31 2,085,865 $146,261,000 59,195
   LPL FINANCIAL CORP 199 - 2023-12-31 2,085,459 $146,232,000 56,920
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 15 - 2023-12-31 2,050,200 $143,760,000 32,795
   DIMENSIONAL FUND ADVISORS INC 636 - 2023-12-31 1,978,884 $138,760,000 18,841
   DEUTSCHE BANK AG 280 - 2023-12-31 1,859,613 $130,396,000 434,729
   APG ALL PENSIONS GROUP 109 - 2023-12-31 1,829,151 $116,109,000 109,977
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 22 - 2023-12-31 1,589,167 $111,432,000 77,194
   MARSHALL WACE LLP 92 - 2023-12-31 1,578,191 $110,663,000 1,561,891
   HSBC HOLDINGS PLC 202 - 2023-12-31 1,537,932 $107,691,000 122,776
   VICTORY CAPITAL MANAGEMENT INC - 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
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 1,302,037 $93,408,000 7,587
   ENERGY INCOME PARTNERS LLC 19 - 2023-12-31 1,263,673 $88,609,000 429,653
   ALLIANCEBERNSTEIN L.P. 443 - 2023-12-31 1,231,479 $86,351,000 2,271
   BALYASNY ASSET MANAGEMENT LLC 99 - 2023-12-31 1,194,366 $83,749,000 221,452
   Personal Capital Advisors Corp 58 - 2022-12-31 1,156,505 $82,586,000 29,211
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 129 - 2023-12-31 1,092,685 $78,936,000 57,831
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 1,058,062 $75,905,000 400,676
   STIFEL FINANCIAL CORP 214 - 2023-12-31 1,080,994 $75,799,000 6,108
   MACQUARIE GROUP LTD 322 - 2023-12-31 1,050,823 $73,684,000 84,470
   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
   NATIONAL BANK OF CANADA /FI/ 154 - 2023-12-31 942,786 $67,429,000 85,921
   REAVES W H & CO INC 21 - 2023-12-31 876,751 $61,478,000 27,105
   InterOcean Capital Group LLC 18 - 2023-12-31 815,482 $57,182,000 33,795
   MAWER INVESTMENT MANAGEMENT LTD. 61 - 2023-12-31 813,072 $57,013,000 12,849
   WELCH GROUP, LLC 12 - 2024-03-31 789,070 $56,608,000 11,248
   CAPITAL ADVISORS INC/OK 26 - 2024-03-31 719,899 $51,646,000 8,672
   TORONTO DOMINION BANK 181 - 2023-12-31 650,338 $45,602,000 134,442
   Capital Investment Advisors LLC 26 - 2024-03-31 553,583 $39,714,000 11,496
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 118 - 2023-12-31 561,944 $39,404,000 215
   VAUGHAN DAVID INVESTMENTS INC/IL 35 - 2023-12-31 558,967 $39,195,000 15,904
   BANK OF NOVA SCOTIA / 194 - 2023-12-31 538,625 $37,767,000 431,101
   EP WEALTH ADVISORS, INC. 59 - 2023-12-31 531,479 $37,267,000 28,376
   GREAT WEST LIFE ASSURANCE CO /CAN/ 251 - 2023-12-31 518,596 $36,208,000 1,336
   State of Tennessee Treasury Department 142 - 2023-12-31 514,766 $36,095,000 12,849
   Goss Wealth Management LLC 72 - 2023-12-31 505,986 $35,365,000 395,740
   Treasurer of the State of North Carolina 115 - 2023-12-31 483,804 $33,924,000 4,720
   CAPITAL INTERNATIONAL INC /CA/ 56 - 2023-12-31 454,253 $31,852,000 176,214
   Standard Life Aberdeen plc 281 - 2023-12-31 448,924 $31,479,000 188,814
   BOLLARD GROUP LLC 13 - 2023-12-31 439,737 $30,834,000 4,013
   US BANCORP 237 - 2023-12-31 438,927 $30,778,000 49,961
   CRAWFORD INVESTMENT COUNSEL INC 48 - 2023-12-31 423,614 $29,704,000 584
   NORRIS PERNE & FRENCH LLP/MI 14 - 2024-03-31 393,082 $28,200,000 9,481
   LIBERTY ONE INVESTMENT MANAGEMENT LLC - 2024-03-31 370,492 $26,579,000 7,706
   TD ASSET MANAGEMENT INC 410 - 2023-12-31 373,932 $26,220,000 22,214
   IFM Investors Pty Ltd 65 - 2024-03-31 364,218 $26,129,000 5,056
   NOMURA ASSET MANAGEMENT CO LTD 225 - 2023-12-31 344,773 $24,175,000 10,767
   MML INVESTORS SERVICES LLC 201 - 2023-12-31 343,206 $24,066,000 19,214
   Baird Financial Group Inc. 287 - 2023-12-31 341,411 $23,940,000 33,041
   CIBC WORLD MARKETS CORP 124 - 2023-12-31 335,380 $23,517,000 275,188
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 292 - 2024-03-31 323,294 $23,193,000 13,728
   CI Private Wealth LLC 361 - 2023-12-31 322,915 $22,643,000 16,039
   FTB Advisors Inc. 39 - 2024-03-31 312,721 $22,435,000 13,755
   AMERICAN CENTURY COMPANIES INC 836 - 2023-12-31 316,013 $22,159,000 35,668
   CREATIVE PLANNING 231 - 2023-12-31 308,976 $21,665,000 13,126
   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
   CAPTRUST FINANCIAL ADVISORS 239 - 2023-12-31 283,292 $19,864,000 11,978
   EXCHANGE TRADED CONCEPTS LLC 60 - 2024-03-31 261,682 $18,773,000 252,772
   D E SHAW & CO INC 519 - 2023-12-31 265,510 $18,618,000 246,305
   FINANCIAL COUNSELORS INC 89 - 2024-03-31 243,323 $17,456,000 1,303
   Retirement Systems of Alabama - 2024-03-31 240,716 $17,269,000 354
   Kestra Advisory Services LLC 150 - 2023-12-31 237,719 $16,669,000 35,067
   FUKOKU MUTUAL LIFE INSURANCE CO 33 - 2023-12-31 236,387 $16,575,000 5,382
   WADE G W & INC 56 - 2023-12-31 231,291 $16,218,000 4,014
   SABAL TRUST CO - 2023-12-31 225,182 $15,790,000 225,182
   FINANCIAL NETWORK 240 - 2023-12-31 221,282 $15,516,000 15,259
   RENAISSANCE TECHNOLOGIES LLC 736 - 2023-12-31 218,400 $15,314,000 218,400
   CALAMOS ADVISORS LLC 171 - 2023-12-31 218,349 $15,311,000 1,322
   RICHARD C YOUNG & CO LTD 14 - 2023-12-31 215,797 $15,132,000 3,871
   Crossmark Global Holdings Inc. 74 - 2023-12-31 210,414 $14,755,000 6,466
   Assenagon Asset Management S.A. 319 - 2024-03-31 205,641 $14,753,000 178,724
   STEPHENS INC /AR/ 95 - 2023-12-31 208,991 $14,654,000 46,918
  100 Records found
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