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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
   FMR LLC 79 - 2023-12-31 36,298,518 $2,545,252,000 -2,608,242
   PRICE T ROWE ASSOCIATES INC /MD/ 75 - 2023-12-31 29,900,452 $2,096,621,000 -4,386,524
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 46 - 2023-12-31 25,419,616 $1,782,423,000 -684,281
   FRANKLIN RESOURCES INC 42 - 2023-12-31 15,658,870 $1,098,000,000 -25,922
   NORTHERN TRUST CORP 139 - 2023-12-31 10,707,042 $750,778,000 -30,801
   BANK OF NEW YORK MELLON CORP 187 - 2024-03-31 7,211,619 $517,362,000 -355,053
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM - 2024-03-31 6,349,380 $455,505,000 -205,279
   FEDERATED INVESTORS INC /PA/ 9 - 2023-12-31 6,175,189 $433,004,000 -607,946
   Pictet Asset Management Holding SA 60 - 2023-12-31 5,355,009 $375,493,000 -18,606
   MITSUBISHI UFJ TRUST & BANKING CORP 17 - 2023-12-31 4,577,501 $321,084,000 -467,852
   Swiss National Bank 101 - 2023-12-31 3,410,200 $239,123,000 -97,100
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 156 - 2024-03-31 2,742,041 $196,714,000 -31,045
   Rare Infrastructure Ltd 10 - 2023-12-31 2,771,242 $194,319,000 -55,697
   COHEN & STEERS INC 39 - 2023-12-31 2,503,670 $175,557,000 -9,121
   FIRST TRUST ADVISORS LP 161 - 2023-12-31 2,316,630 $162,442,000 -345,429
   RHUMBLINE ADVISERS 112 - 2023-12-31 2,119,903 $148,648,000 -2,037
   JENNISON ASSOCIATES LLC - 2024-03-31 1,957,770 $140,450,000 -440,014
   AMUNDI 322 - 2023-12-31 1,877,054 $134,904,000 -14,637
   CONFLUENCE INVESTMENT MANAGEMENT LLC 17 - 2024-03-31 1,789,977 $128,413,000 -56,302
   CANADA PENSION PLAN INVESTMENT BOARD 156 - 2023-12-31 1,712,201 $120,060,000 -194,456
   SYNOVUS FINANCIAL CORP 11 - 2023-12-31 1,597,302 $112,007,000 -117,263
   MANUFACTURERES LIFE INSURANCE CO 188 - 2023-12-31 1,596,559 $111,951,000 -203,052
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 118 - 2023-12-31 1,553,524 $108,933,000 -52,064
   ADAGE CAPITAL PARTNERS GP LLC 112 - 2023-12-31 1,434,400 $100,580,000 -49,900
   CAPITAL RESEARCH GLOBAL INVESTORS 279 - 2023-12-31 1,429,980 $100,270,000 -8,043,335
   Russell Investments Group Ltd. 127 - 2023-12-31 1,343,405 $94,200,000 -8,429
   NEW YORK STATE COMMON RETIREMENT FUND 150 - 2023-12-31 1,292,556 $90,634,000 -126,470
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 108 - 2023-12-31 1,212,391 $85,013,000 -6,928
   ZACKS INVESTMENT MANAGEMENT 26 - 2023-12-31 1,203,585 $84,395,000 -32,433
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 118 - 2024-03-31 1,035,678 $74,300,000 -28,582
   HIGHTOWER ADVISORS, LLC 185 - 2023-12-31 1,011,654 $70,970,000 -26,278
   CREDIT SUISSE/ 305 - 2023-12-31 929,489 $65,176,000 -18,557
   BB&T CORP 193 - 2023-12-31 912,067 $63,954,000 -69,634
   PRUDENTIAL FINANCIAL INC 203 - 2023-12-31 839,093 $59,006,000 -147,910
   Advisor Group Holdings Inc. 193 - 2023-12-31 810,131 $56,833,000 -263,730
   ING CLARION REAL ESTATE SECURITIES/N L.P. 33 - 2023-12-31 803,547 $56,345,000 -281,730
   CLARK CAPITAL MANAGEMENT GROUP INC 65 - 2023-12-31 728,363 $51,073,000 -8,498
   SEI INVESTMENTS CO 273 - 2023-12-31 720,179 $50,498,000 -31,516
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 255 - 2024-03-31 689,753 $49,483,000 -3,470
   CHEVY CHASE TRUST HOLDINGS, INC. - 2024-03-31 609,445 $43,722,000 -5,258
   CITIGROUP INC 358 - 2023-12-31 597,071 $41,867,000 -409,792
   STATE OF WISCONSIN INVESTMENT BOARD 144 - 2023-12-31 574,167 $40,261,000 -6,019
   PNC FINANCIAL SERVICES GROUP INC 290 - 2023-12-31 543,805 $38,132,000 -14,457
   ING INVESTMENT MANAGEMENT LLC 287 - 2023-12-31 538,666 $37,771,000 -5,531
   DIAM CO. LTD 141 - 2024-03-31 499,229 $35,815,000 -17,850
   MAGELLAN ASSET MANAGEMENT LTD 40 - 2023-12-31 447,883 $31,406,000 -1,304
   HYMAN CHARLES D 17 - 2023-12-31 447,234 $31,360,000 -3,998
   GABELLI FUNDS LLC 115 - 2023-12-31 442,950 $31,060,000 -16,050
   MACKENZIE FINANCIAL CORP 270 - 2023-12-31 434,000 $30,432,000 -63,828
   EDGAR LOMAX CO/VA 23 - 2023-12-31 429,762 $30,135,000 -6,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 276 - 2023-12-31 426,526 $29,908,000 -1,173,477
   KOREA INVESTMENT CORP 247 - 2023-12-31 423,465 $29,693,000 -240,802
   JANNEY MONTGOMERY SCOTT LLC 246 - 2024-03-31 385,131 $27,629,000 -10,657
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 182 - 2024-03-31 370,839 $26,604,000 -4,714
   MARINER WEALTH ADVISORS, LLC 251 - 2023-12-31 365,213 $25,609,000 -9,651
   GW HENSSLER & ASSOCIATES LTD - 2023-12-31 357,205 $25,047,000 -2,043
   MILLENNIUM MANAGEMENT LLC 879 - 2023-12-31 350,131 $24,551,000 -596,291
   STRS OHIO 233 - 2023-12-31 330,174 $23,151,000 -10,243
   JANE STREET GROUP LLC 485 - 2023-12-31 321,260 $22,527,000 -137,667
   HENNESSY ADVISORS INC 36 - 2024-03-31 302,300 $21,687,000 -15,600
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 306,819 $21,514,000 -1,822
   Orion Portfolio Solutions LLC 85 - 2023-12-31 282,966 $20,419,000 -7,424
   VAN ECK ASSOCIATES CORP 274 - 2024-03-31 273,212 $19,600,000 -9,994
   AMERICAN INTERNATIONAL GROUP INC 140 - 2023-12-31 277,019 $19,425,000 -2,346
   CIBC GLOBAL ASSET MANAGEMENT INC 163 - 2023-12-31 274,398 $19,239,000 -11,969
   COMERICA BANK 215 - 2023-12-31 270,403 $18,961,000 -11,304
   REGIONS FINANCIAL CORP 134 - 2024-03-31 261,525 $18,762,000 -20,384
   MetLife Investment Advisors LLC 120 - 2023-12-31 264,742 $18,564,000 -4,987
   AE Wealth Management LLC 246 - 2023-12-31 265,765 $18,367,000 -14,794
   TEACHER RETIREMENT SYSTEM OF TEXAS 200 - 2023-12-31 251,813 $17,657,000 -80,870
   FORSTA AP-FONDEN 110 - 2023-12-31 251,700 $17,649,000 -64,800
   DNB NOR ASSET MANAGEMENT AS 160 - 2024-03-31 231,570 $16,613,000 -91,002
   DAVIDSON INVESTMENT ADVISORS 48 - 2023-12-31 235,506 $16,514,000 -1,489
   AMALGAMATED BANK 116 - 2024-03-31 224,667 $16,118,000 -40,375
   TEXAS PERMANENT SCHOOL FUND 112 - 2023-12-31 225,179 $15,790,000 -154
   CITADEL ADVISORS LLC 945 - 2023-12-31 215,779 $15,130,000 -467,856
   CWA Asset Management Group LLC 24 - 2023-12-31 215,196 $15,090,000 -4,626
   Cetera Investment Advisers 169 - 2023-12-31 204,406 $14,333,000 -1,839
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 225 - 2023-12-31 201,204 $14,108,000 -17,773
   NICHOLS & PRATT ADVISERS LLP /MA 31 - 2024-03-31 192,302 $13,796,000 -1,925
   JANUS HENDERSON GROUP PLC 613 - 2023-12-31 192,780 $13,520,000 -22,571
   SG AMERICAS SECURITIES LLC 124 - 2023-12-31 186,013 $13,043,000 -79,046
   USS Investment Management Ltd 143 - 2023-12-31 185,520 $13,011,000 -36,457
   SCHRODER INVESTMENT MANAGEMENT GROUP 561 - 2023-12-31 182,196 $12,776,000 -4,050
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 353 - 2023-12-31 177,164 $12,423,000 -5,901
   LEAVELL T & ASSOCIATES INC 32 - 2024-03-31 169,070 $12,129,000 -4,554
   YOUSIF CAPITAL MANAGEMENT LLC 137 - 2024-03-31 168,492 $12,088,000 -3,222
   Aptus Capital Advisors LLC 72 - 2023-12-31 163,515 $11,466,000 -11,991
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 249 - 2023-12-31 162,385 $11,386,000 -5,603
   CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 20 - 2023-12-31 157,511 $11,045,000 -74,011
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 158 - 2023-12-31 154,686 $10,847,000 -1,155
   ALASKA RETIREMENT MANAGEMENT BOARD 168 - 2024-03-31 146,765 $10,528,000 -9,895
   PROSHARE ADVISORS LLC 298 - 2023-12-31 146,493 $10,272,000 -13,608
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2024-03-31 142,991 $10,258,000 -2,896
   Core Alternative Capital 20 - 2023-12-31 146,073 $10,243,000 -35,962
   CCM INVESTMENT ADVISERS LLC 48 - 2023-12-31 139,795 $9,802,000 -32,563
   AGF MANAGEMENT LTD 207 - 2023-12-31 131,892 $9,248,000 -63,088
   KEYBANK NATIONAL ASSOCIATION/OH 227 - 2023-12-31 130,510 $9,151,000 -3,054
   Vestcor Investment Management Corp 74 - 2023-12-31 129,447 $9,077,000 -85,167
   PUBLIC SECTOR PENSION INVESTMENT BOARD 170 - 2023-12-31 128,051 $8,979,000 -125,878

  100 Records found
  1    
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