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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
   NATIXIS 986 *Closed 2023-12-31 0 $0 -50,757
   BAKER AVENUE ASSET MANAGEMENT, LP 389 *Closed 2023-12-31 0 $0 -646
   Lifestyle Asset Management Inc. 107 *Closed 2024-03-31 0 $0 -3,151
   Advisor Resource Council 253 *Closed 2024-03-31 0 $0 -9,780
   CLARIVEST ASSET MANAGEMENT LLC 846 *Closed 2023-12-31 0 $0 -5
   Brendel Financial Advisors LLC *Closed 2024-03-31 0 $0 -3,100
   Fundamentun LLC 211 *Closed 2024-03-31 0 $0 -4,139
   Cornerstone Retirement Group Inc. 35 *Closed 2023-09-30 0 $0 -3,581
   ELEQUIN CAPITAL LP 326 *Closed 2023-12-31 0 $0 -1,253
   Gateway Wealth Partners LLC 238 *Closed 2023-12-31 0 $0 -4,945
   OAK HILL WEALTH ADVISORS LLC 18 *Closed 2024-03-31 0 $0 -3,775
   FORA Capital LLC 412 *Closed 2024-03-31 0 $0 -4,404
   FOREFRONT WEALTH MANAGEMENT INC. 42 *Closed 2023-09-30 0 $0 -2,951
   Glassman Wealth Services 597 *Closed 2024-03-31 0 $0 -3,912
   State of Wyoming 1612 *Closed 2023-12-31 0 $0 -1,318
   TWO SIGMA SECURITIES LLC 1530 *Closed 2023-12-31 0 $0 -4,973
   BOURGEON CAPITAL MANAGEMENT LLC 180 *Closed 2024-03-31 0 $0 -511
   MIRABELLA FINANCIAL SERVICES LLP 448 *Closed 2023-12-31 0 $0 -9,654
   Yaupon Capital Management LP 88 *Closed 2023-12-31 0 $0 -90,797
   MBA Advisors LLC 128 *Closed 2024-03-31 0 $0 -2,971
   VERITY & VERITY, LLC 136 *Closed 2024-03-31 0 $0 -234,725
   Connolly Sarah T. 32 *Closed 2023-12-31 0 $0 -3,740
   BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD 52 *Closed 2023-12-31 0 $0 -20,366
   Milestone Investment Advisors LLC 237 *Closed 2023-12-31 0 $0 -200
   Rappaport Reiches Capital Management LLC 103 *Closed 2024-03-31 0 $0 -4,017
   Gs Investments Inc. 134 *Closed 2023-12-31 0 $0 -51
   Chesapeake Wealth Management 155 *Closed 2023-12-31 0 $0 -3,173
   BT Investment Management Ltd 506 *Closed 2022-12-31 0 $0 -4,733
   Authentikos Wealth Advisory LLC 239 *Closed 2023-12-31 0 $0 -54
   Enlightenment Research LLC 31 *Closed 2022-12-31 0 $0 -7,100
   ALPS ADVISERS INC 975 *Closed 2023-12-31 0 $0 -332,109
   Covalis Capital LLP 67 *Closed 2023-12-31 0 $0 -199,961
   INCEPTIONR LLC 428 *Closed 2023-12-31 0 $0 -6,383
   V Wealth ManagementLLC 265 *Closed 2023-09-30 0 $0 -8,224
   FINANCIAL ENGINES ADVISORS L.L.C. 320 *Closed 2023-12-31 0 $0 -5,430
   ROCK CREEK GROUP, LP 89 *Closed 2023-12-31 0 $0 -1,414
   DELTA CAPITAL MANAGEMENT LLC 76 *Closed 2024-03-31 0 $0 -3,000
   VERITABLE LP 246 *Closed 2023-09-30 0 $0 -34,664
   Fund Management at Engine No. 1 LLC 210 *Closed 2023-12-31 0 $0 -15,594
   Aventail Capital Group LP 84 *Closed 2023-12-31 0 $0 -181,799
   Inscription Capital LLC 237 *Closed 2024-03-31 0 $0 -4,578
   Alethea Capital Management LLC 44 *Closed 2023-12-31 0 $0 -6,658
   FOX RUN MANAGEMENT L.L.C. 970 *Closed 2023-12-31 0 $0 -6,470
   Koss-Olinger Consulting LLC 159 *Closed 2024-03-31 0 $0 -4,958
   Vident Investment Advisory LLC 522 *Closed 2023-09-30 0 $0 -13,541
   Campbell Wealth Management 65 *Closed 2023-12-31 0 $0 -3,260
   Jump Financial LLC 1956 *Closed 2023-12-31 0 $0 -9,587
   Axiom Investment Management LLC 237 *Closed 2022-12-31 0 $0 -700
   Founders Capital Management 360 *Closed 2024-03-31 0 $0 -700
   CANTOR FITZGERALD L. P. 391 *Closed 2023-12-31 0 $0 -39,084
   GUNN & Co INVESTMENT MANAGEMENT INC. 95 *Closed 2024-03-31 0 $0 -20,985
   AlphaCrest Capital Management LLC 588 *Closed 2022-12-31 0 $0 -22,948
   Nikulski Financial Inc. 134 *Closed 2024-03-31 0 $0 -3,470
   Private Advisory Group LLC 214 *Closed 2023-12-31 0 $0 -24,770
   PAYDENFUNDS 200 *Closed 2023-09-30 0 $0 -79,250
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -1,243
   Mountain Capital Investment Advisors Inc 54 *Closed 2024-03-31 0 $0 -12,290
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 159 *Closed 2024-03-31 0 $0 -18,685
   Headlands Technologies LLC 1231 *Closed 2023-12-31 0 $0 -3,971
   Planned Solutions Inc. 451 *Closed 2024-03-31 0 $0 -222
   Gryphon Financial Partners LLC *Closed 2024-03-31 0 $0 -3,341
   ELEMENT CAPITAL MANAGEMENT LLC 94 *Closed 2023-12-31 0 $0 -120,321
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 917 *Closed 2023-12-31 0 $0 -15,575
   Horan Securities Inc. *Closed 2024-03-31 0 $0 -3,186
   CYPRESS CAPITAL MANAGEMENT LLC 165 *Closed 2022-12-31 0 $0 -3,760
   Lloyd Advisory Services LLC. 147 *Closed 2024-03-31 0 $0 -3,174
   Covenant Asset Management LLC 142 *Closed 2024-03-31 0 $0 -3,148
   Merewether Investment Management LP 50 *Closed 2023-12-31 0 $0 -790,220
   WEALTH BUILDERS 238 *Closed 2024-03-31 0 $0 -13,383
   Ten Capital Wealth Advisors LLC 417 *Closed 2023-06-30 0 $0 -22
   Alpha Family Trust 159 *Closed 2023-12-31 0 $0 -3,520
   Greenland Capital Management LP 342 *Closed 2023-12-31 0 $0 -88,227
   Claraphi Advisory Network LLC 198 *Closed 2022-12-31 0 $0 -16,608
   SEGALL BRYANT & HAMILL 485 *Closed 2023-12-31 0 $0 -17,613
   HORIZON BANCORP /IN/ 247 *Closed 2024-03-31 0 $0 -668
   CREDIT AGRICOLE S A 847 *Closed 2023-12-31 0 $0 -32,885
   Hardy Reed LLC *Closed 2024-03-31 0 $0 -4,815
   CFO4Life L.P. 219 *Closed 2022-12-31 0 $0 -10,703
   HEAD & ASSOCIATES LLC 540 *Closed 2023-12-31 0 $0 -1,719
   GROUP ONE TRADING, L.P. 2307 *Closed 2023-12-31 0 $0 -5,977
   AIGEN INVESTMENT MANAGEMENT LP 872 *Closed 2023-12-31 0 $0 -12,482
   TFO-TDC LLC 1073 *Closed 2023-12-31 0 $0 -13
   SEVEN EIGHT CAPITAL LLC 860 *Closed 2023-12-31 0 $0 -3,721
   SOROS FUND MANAGEMENT LLC -- Notable Guru -- 161 *Closed 2023-12-31 0 $0 -90,000
   FAMILY MANAGEMENT CORP 175 *Closed 2023-12-31 0 $0 -22,284
   BKM Wealth Management LLC 554 *Closed 2024-03-31 0 $0 -480
   PEAK6 Investments LLC 1361 *Closed 2023-12-31 0 $0 -2,503
   PURE FINANCIAL ADVISORS, INC. 319 *Closed 2024-03-31 0 $0 -3,311
   SRS Capital Advisors Inc. 1408 *Closed 2023-12-31 0 $0 -740
   Ellis Investment Partners LLC 236 *Closed 2024-03-31 0 $0 -3,111
   ADVISORY RESEARCH INC 460 *Closed 2023-12-31 0 $0 -4,011
   Mn Services Vermogensbeheer B.V. 522 *Closed 2024-03-31 0 $0 -294,400
   CHURCHILL MANAGEMENT GROUP /CA/ 172 *Closed 2024-03-31 0 $0 -90,102
   INTREPID CAPITAL MANAGEMENT INC 213 *Closed 2023-12-31 0 $0 -428
   Pflug Koory LLC 406 *Closed 2024-03-31 0 $0 -165
   EADS & HEALD INVESTMENT COUNSEL/ 146 *Closed 2024-03-31 0 $0 -3,868
   Madrona Financial Services LLC 103 *Closed 2024-03-31 0 $0 -3,000
   ExodusPoint Capital Management LP 1859 *Closed 2023-12-31 0 $0 -1,223,978
   MAVEN SECURITIES Ltd 323 *Closed 2023-12-31 0 $0 -6,476
   DECADE RENEWABLE PARTNERS LP 38 *Closed 2023-12-31 0 $0 -104,800

  100 Records found
  1    
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