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Get Institutions for : 
Southern Co (SO)  
$75.85 0.52 (0.69%) as of 4:30 Fri 5/3


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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  : 
7.18 (10.46%)  




 
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
   OLD REPUBLIC INTERNATIONAL CORP - 2024-03-31 766,000 $54,953,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 624,178 $44,779,000 0
   Allspring Global Investments Holdings LLC 446 - 2024-03-31 449,195 $32,225,000 0
   Financial Gravity Wealth Inc. 68 - 2023-12-31 285 $13,300,000 0
   KEMPEN CAPITAL MANAGEMENT N.V. 140 - 2023-12-31 118,597 $8,316,000 0
   M&G INVESTMENT MANAGEMENT LTD 258 - 2023-12-31 85,697 $5,999,000 0
   Maryland State Retirement & Pension System 152 - 2024-03-31 84,832 $5,858,000 0
   South Dakota Investment Council 177 - 2024-03-31 71,106 $5,101,000 0
   ING INVESTMENT MANAGEMENT, INC. 107 - 2024-03-31 67,200 $4,821,000 0
   PALISADE ASSET MANAGEMENT, LLC - 2024-03-31 45,394 $3,257,000 0
   RED CEDAR INVESTMENT MANAGEMENT LLC 41 - 2024-03-31 44,897 $3,221,000 0
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 51 - 2024-03-31 43,793 $3,142,000 0
   CLARKSTON CAPITAL PARTNERS LLC 62 - 2023-12-31 40,262 $2,823,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 101 - 2023-12-31 36,061 $2,529,000 0
   Compagnie Lombard Odier SCA 124 - 2024-03-31 34,500 $2,475,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 61 - 2024-03-31 32,447 $2,328,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 446 - 2023-12-31 32,400 $2,263,000 0
   SCBT FINANCIAL CORP 99 - 2023-12-31 30,213 $2,119,000 0
   Systematic Alpha Investments LLC 76 - 2023-12-31 30,000 $2,104,000 0
   Adalta Capital Management LLC 20 - 2023-12-31 27,261 $1,912,000 0
   JOHN G ULLMAN & ASSOCIATES INC 85 - 2023-12-31 25,700 $1,802,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 123 - 2023-12-31 25,000 $1,753,000 0
   COHEN KLINGENSTEIN, LLC 143 - 2024-03-31 21,800 $1,564,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 488 - 2023-12-31 21,700 $1,522,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 184 - 2024-03-31 20,653 $1,482,000 0
   CANAL INSURANCE CO 51 - 2024-03-31 20,000 $1,435,000 0
   COHEN CAPITAL MANAGEMENT, INC. 77 - 2023-12-31 19,000 $1,332,000 0
   NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN - 2024-03-31 17,000 $1,220,000 0
   CLIFFORD ASSOCIATES LLC 164 - 2024-03-31 16,852 $1,209,000 0
   IPSWICH INVESTMENT MANAGEMENT CO., INC. 77 - 2024-03-31 16,421 $1,178,000 0
   HILLSTRUST 111 - 2023-12-31 16,652 $1,168,000 0
   AVIVA PLC 595 - 2023-12-31 16,572 $1,162,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 78 - 2024-03-31 14,595 $1,047,000 0
   TI-TRUST INC 38 - 2024-03-31 14,210 $1,019,000 0
   WEST BANCORPORATION INC 29 - 2024-03-31 13,820 $991,000 0
   Empire Financial Management Company LLC 75 - 2023-12-31 13,667 $958,000 0
   UNITED BANK /VA/ 68 - 2023-12-31 13,600 $954,000 0
   Rocky Mountain Advisers LLC 24 - 2024-03-31 12,525 $899,000 0
   MEIJI YASUDA LIFE INSURANCE CO 175 - 2023-12-31 12,439 $872,000 0
   AFT, FORSYTH & COMPANY, INC. - 2024-03-31 11,998 $861,000 0
   BAKER BOYER NATIONAL BANK 37 - 2024-03-31 11,741 $842,000 0
   Nicollet Investment Management Inc. 55 - 2024-03-31 11,461 $822,000 0
   VIAWEALTH LLC 62 - 2023-12-31 11,319 $794,000 0
   BUTLER WICK TRUST CO 92 - 2024-03-31 10,935 $784,000 0
   Investment Partners Asset Management Inc. 45 - 2024-03-31 10,291 $738,000 0
   Graves-Light Private Wealth Management Inc. 94 - 2023-12-31 9,928 $696,000 0
   MONETARY MANAGEMENT GROUP INC 104 - 2023-12-31 9,876 $693,000 0
   AFFINITY WEALTH MANAGEMENT 52 - 2024-03-31 9,433 $677,000 0
   FIRST NATIONAL CORP /MA/ /ADV 91 - 2024-03-31 9,611 $674,000 0
   Essex Savings Bank 113 - 2024-03-31 9,588 $672,000 0
   MADDEN SECURITIES Corp 64 - 2024-03-31 9,296 $667,000 0
   Wells Trecaso Financial Group LLC 55 - 2024-03-31 9,055 $650,000 0
   ROBERTS GLORE & CO INC /IL/ 103 - 2023-12-31 8,990 $630,000 0
   Howard Capital Management Group LLC 72 - 2024-03-31 8,698 $624,000 0
   Mechanics Financial Corp - 2024-03-31 8,509 $610,000 0
   INTECH INVESTMENT MANAGEMENT LLC 509 - 2023-12-31 8,670 $608,000 0
   Perpetual Ltd 336 - 2024-03-31 8,484 $603,000 0
   First Command Bank 81 - 2023-06-30 8,370 $588,000 0
   First Command Financial Services Inc. 81 - 2023-06-30 8,370 $588,000 0
   GOFEN & GLOSSBERG LLC /IL/ 309 - 2022-12-31 8,190 $585,000 0
   BEACON FINANCIAL GROUP 191 - 2023-12-31 8,126 $570,000 0
   MAINSAIL ASSET MANAGEMENT LLC 25 - 2024-03-31 7,632 $547,000 0
   JACOBS LEVY EQUITY MANAGEMENT INC 818 - 2023-12-31 7,756 $544,000 0
   Skyline Advisors Inc. 41 - 2024-03-31 7,507 $539,000 0
   WULFF HANSEN & CO. - 2024-03-31 7,363 $528,000 0
   Firestone Capital Management 72 - 2023-12-31 7,524 $528,000 0
   GOLUB GROUP LLC 63 - 2023-12-31 7,450 $522,000 0
   PENINSULA ASSET MANAGEMENT INC 37 - 2023-12-31 7,390 $518,000 0
   Archer Investment Corp 128 - 2023-12-31 7,350 $515,000 0
   MOGY JOEL R INVESTMENT COUNSEL INC - 2024-03-31 7,131 $512,000 0
   City State Bank 100 - 2024-03-31 7,076 $508,000 0
   Autumn Glory Partners LLC - 2024-03-31 6,995 $502,000 0
   Wealth Alliance Advisory Group LLC 108 - 2024-03-31 6,884 $494,000 0
   LATHROP INVESTMENT MANAGEMENT CORP 58 - 2024-03-31 6,890 $494,000 0
   Allegheny Financial Group LTD 119 - 2023-12-31 6,981 $490,000 0
   MRAZ, AMERINE & ASSOCIATES, INC. 116 - 2023-12-31 6,890 $483,000 0
   Probity Advisors Inc. 136 - 2024-03-31 6,600 $473,000 0
   BRADY FAMILY WEALTH LLC 87 - 2023-12-31 6,580 $461,000 0
   MARBLE HARBOR INVESTMENT COUNSEL LLC 124 - 2023-12-31 6,537 $458,000 0
   STAR Financial Bank - 2024-03-31 6,385 $458,000 0
   LCNB CORP 111 - 2023-12-31 6,321 $443,000 0
   Fee-Only Financial Planning L.C. 27 - 2024-03-31 6,150 $441,000 0
   ARMSTRONG ADVISORY GROUP INC 108 - 2024-03-31 6,270 $440,000 0
   Davy Asset Management Ltd 249 - 2024-03-31 6,054 $434,000 0
   Cranbrook Wealth Management LLC 72 - 2024-03-31 6,036 $433,000 0
   SCHULHOFF & CO INC - 2024-03-31 6,000 $430,000 0
   BBK Capital Partners LLC 185 - 2023-12-31 6,075 $426,000 0
   Tradewinds LLC. 69 - 2023-09-30 6,533 $423,000 0
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 130 - 2024-03-31 5,700 $409,000 0
   Glass Jacobson Investment Advisors llc 150 - 2024-03-31 5,584 $401,000 0
   Keystone Financial Planning Inc. 44 - 2024-03-31 5,508 $395,000 0
   Donald L. Hagan LLC 79 - 2024-03-31 5,484 $393,000 0
   Bienville Capital Management LLC 66 - 2023-12-31 5,400 $379,000 0
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 101 - 2024-03-31 5,235 $376,000 0
   EASTOVER INVESTMENT ADVISORS LLC 39 - 2024-03-31 5,185 $372,000 0
   Sargent Bickham Lagudis LLC 209 - 2022-12-31 5,173 $369,000 0
   Requisite Capital Management LLC 57 - 2024-03-31 5,128 $368,000 0
   GREYLIN INVESTMENT MANGEMENT INC 61 - 2024-03-31 5,085 $365,000 0
   Cladis Investment Advisory LLC 82 - 2023-12-31 5,160 $362,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 234 - 2023-03-31 5,190 $361,000 0
  100 Records found
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