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Southern Co

CUSIP: 842587602 | 121 institutional holders

Quarters

Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021
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Institutional Holders — Q2 2022

Franklin Resources Inc9,047,133
0.0% of portfolio›$479.3K
Price T Rowe Associates Inc6,159,015
0.0% of portfolio›$323.4K
Allianz Asset Management GmbH3,850,000
0.0% of portfolio›$204.0K
Russell Investments Group, Ltd.3,711,300
0.0% of portfolio›$3.9K
BlackRock Inc.2,709,168
0.0% of portfolio›$143.5K
Camden Asset Management L P1,327,425
2.2% of portfolio›$70.2K
HSBC Holdings PLC1,089,100
0.0% of portfolio›$57.9K
Shaolin Capital Management LLC897,620
0.2% of portfolio›$47.6K
Victory Capital Management Inc708,873
0.0% of portfolio›$37.6K
State Street Corp579,000
0.0% of portfolio›$30.7K
Cbre Investment Management Listed Real Assets LLC560,514
0.0% of portfolio›$29.7K
Van Eck Associates Corp460,223
0.0% of portfolio›$24.4K
Two Sigma Investments, LP459,948
0.0% of portfolio›$24.4K
Calamos Advisors LLC400,000
0.0% of portfolio›$21.2K
Advent Capital Management366,613
0.2% of portfolio›$19.5K
Invesco Ltd.319,597
0.0% of portfolio›$16.9K
Pier 88 Investment Partners LLC307,954
1.0% of portfolio›$16.3K
Wells Fargo & Company274,897
0.0% of portfolio›$14.6K
Bank of America Corp246,358
0.0% of portfolio›$13.1K
D. E. Shaw & Co., Inc.243,500
0.0% of portfolio›$12.9K
CSS LLC231,233
0.0% of portfolio›$12.3K
Mizuho Securities USA Inc.231,200
1.0% of portfolio›$11.9K
Nuveen Asset Management, LLC224,077
0.0% of portfolio›$119
Infrastructure Capital Advisors, LLC174,296
0.4% of portfolio›$9.2K
FMR LLC170,800
0.0% of portfolio›$9.0M
Susquehanna International Group, LLP167,500
0.0% of portfolio›$8.9K
Ameriprise Financial Inc139,371
0.0% of portfolio›$7.1K
BlueCrest Capital Management Ltd137,818
0.0% of portfolio›$7.3K
Manufacturers Life Insurance Company, the137,607
0.0% of portfolio›$7.3M
Wolverine Asset Management LLC115,606
0.0% of portfolio›$6.1K
Jane Street Group, LLC109,473
0.0% of portfolio›$5.8K
Aegon USA Investment Management, LLC108,500
1.2% of portfolio›$5.7K
Wellington Management Group LLP107,231
0.0% of portfolio›$5.7K
Citadel Advisors LLC104,278
0.0% of portfolio›$5.5K
Rational Advisors, Inc.103,613
0.0% of portfolio›$5.5K
Federated Hermes, Inc.93,839
0.0% of portfolio›$5.0K
ICA Group Wealth Management, LLC72,230
0.4% of portfolio›$4.1K
SSI Investment Management LLC55,975
0.0% of portfolio›$3.0K
Laffer Tengler Investments, Inc.54,169
1.0% of portfolio›$2.9M
SG Americas Securities, LLC50,000
0.0% of portfolio›$2.6K
SEI Investments Co46,279
0.0% of portfolio›$2.5K
JPMorgan Chase & Co43,653
0.0% of portfolio›$2.3K
Barclays PLC37,434
0.0% of portfolio›$2.0K
Credit Suisse AG/28,000
0.0% of portfolio›$1.5K
Steward Partners Investment Advisory, LLC20,035
0.0% of portfolio›$1.1K
Warberg Asset Management LLC11,401
0.1% of portfolio›$604
American Century Companies Inc11,196
0.0% of portfolio›$595
Putnam Investments LLC9,905
0.0% of portfolio›$524
HUB Investment Partners, LLC7,609
0.0% of portfolio›$403
UBS Group AG6,094
0.0% of portfolio›$323
Kavar Capital Partners Group, LLC6,000
0.0% of portfolio›$318
Cambridge Investment Research Advisors, Inc.5,672
0.0% of portfolio›$301
Ardent Capital Management, Inc.5,283
0.0% of portfolio›$279
Stephens Inc4,475
0.0% of portfolio›$237
Orion Portfolio Solutions, LLC4,156
0.0% of portfolio›$220
LPL Financial LLC3,835
0.0% of portfolio›$203
Morgan Stanley3,720
0.0% of portfolio›$196
Royal Bank of Canada2,000
0.0% of portfolio›$106
Bessemer Group Inc2,000
0.0% of portfolio›$106
Tower Research Capital LLC (TRC)1,848
0.0% of portfolio›$98
Private Trust Co NA1,139
0.0% of portfolio›$60
Osaic Holdings, Inc.715
0.0% of portfolio›$38
Elequin Capital, LP503
0.0% of portfolio›$27
Rockefeller Capital Management L.P.427
0.0% of portfolio›$22
FourThought Financial, LLC387
0.0% of portfolio›$21
Danda Trouve Investment Management, Inc.46
0.0% of portfolio›$2
UMB Bank, n.a.36
0.0% of portfolio›$2
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Franklin Resources Inc
9,047,133$479.3K0.0%CoreMediumSan Mateo, CA2022-08-11
Price T Rowe Associates Inc
6,159,015$323.4K0.0%GrowthMediumBaltimore, MD2022-08-15
Allianz Asset Management GmbH
3,850,000$204.0K0.0%CoreMediumMunich, Hong Kong2022-08-12
Russell Investments Group, Ltd.
3,711,300$3.9K0.0%CoreLowSeattle, WA2022-07-29
BlackRock Inc.
2,709,168$143.5K0.0%N/AN/ANew York, NY2022-08-12
Camden Asset Management L P
1,327,425$70.2K2.2%N/AN/ALos Angeles, CA2022-08-11
HSBC Holdings PLC
1,089,100$57.9K0.0%CoreMediumLondon, United Kingdom2022-08-11
Shaolin Capital Management LLC
897,620$47.6K0.2%GARPVery HighMiami, FL2022-08-15
Victory Capital Management Inc
708,873$37.6K0.0%CoreMediumSan Antonio, TX2022-08-01
State Street Corp
579,000$30.7K0.0%IndexVery LowBoston, MA2022-08-15
Cbre Investment Management Listed Real Assets LLC
560,514$29.7K0.0%YieldHighRadnor, PA2022-08-12
Van Eck Associates Corp
460,223$24.4K0.0%GrowthMediumNew York, NY2022-08-03
Two Sigma Investments, LP
459,948$24.4K0.0%ValueHighNew York, NY2022-08-15
Calamos Advisors LLC
400,000$21.2K0.0%GrowthMediumNaperville, IL2022-08-01
Advent Capital Management
366,613$19.5K0.2%GrowthMediumNew York, NY2022-08-15
Invesco Ltd.
319,597$16.9K0.0%GrowthLowAtlanta, GA2022-08-15
Pier 88 Investment Partners LLC
307,954$16.3K1.0%GrowthHighSan Francisco, CA2022-08-12
Wells Fargo & Company
274,897$14.6K0.0%CoreLowSan Francisco, CA2022-08-12
Bank of America Corp
246,358$13.1K0.0%CoreLowCharlotte, NC2022-08-12
D. E. Shaw & Co., Inc.
243,500$12.9K0.0%GARPHighNew York, NY2022-08-15
CSS LLC
231,233$12.3K0.0%Deep ValueHighChicago, IL2022-08-15
Mizuho Securities USA Inc.
231,200$11.9K1.0%GrowthVery LowNew York, NY2022-07-28
Nuveen Asset Management, LLC
224,077$1190.0%GrowthLowChicago, IL2022-08-15
Infrastructure Capital Advisors, LLC
174,296$9.2K0.4%YieldMediumNew York, NY2022-08-12
FMR LLC
170,800$9.0M0.0%GrowthMediumBoston, MA2026-11-05
Susquehanna International Group, LLP
167,500$8.9K0.0%GrowthHighBala Cynwyd, PA2022-08-15
Ameriprise Financial Inc
139,371$7.1K0.0%CoreMediumMinneapolis, MN2022-08-15
BlueCrest Capital Management Ltd
137,818$7.3K0.0%GrowthHighSt Helier, Venezuela2022-08-15
Manufacturers Life Insurance Company, the
137,607$7.3M0.0%GARPMediumToronto, Australia2023-08-11
Wolverine Asset Management LLC
115,606$6.1K0.0%Deep ValueVery HighChicago, IL2022-08-03
Jane Street Group, LLC
109,473$5.8K0.0%CoreVery HighNew York, NY2022-08-16
Aegon USA Investment Management, LLC
108,500$5.7K1.2%ETFVery LowCedar Rapids, IA2022-07-20
Wellington Management Group LLP
107,231$5.7K0.0%CoreMediumBoston, MA2022-08-15
Citadel Advisors LLC
104,278$5.5K0.0%CoreVery HighMiami, FL2022-08-15
Rational Advisors, Inc.
103,613$5.5K0.0%ETFMediumSan Juan, PR2022-08-09
Federated Hermes, Inc.
93,839$5.0K0.0%CoreMediumPittsburgh, PA2022-09-16
ICA Group Wealth Management, LLC
72,230$4.1K0.4%GrowthVery LowDenver, CO2022-10-03
SSI Investment Management LLC
55,975$3.0K0.0%Agg GrowthMediumLos Angeles, CA2022-08-11
Laffer Tengler Investments, Inc.
54,169$2.9M1.0%GrowthMediumScottsdale, AZ2022-08-15
SG Americas Securities, LLC
50,000$2.6K0.0%GrowthHighNew York, NY2022-07-29
SEI Investments Co
46,279$2.5K0.0%GARPLowOaks, PA2022-08-15
JPMorgan Chase & Co
43,653$2.3K0.0%GrowthMediumNew York, NY2022-08-11
Barclays PLC
37,434$2.0K0.0%CoreMediumLondon, United Kingdom2022-08-12
Credit Suisse AG/
28,000$1.5K0.0%N/AN/AZurich, Switzerland2022-08-12
Steward Partners Investment Advisory, LLC
20,035$1.1K0.0%CoreLowStamford, CT2022-08-04
Warberg Asset Management LLC
11,401$6040.1%YieldHighWinnetka, IL2022-08-11
American Century Companies Inc
11,196$5950.0%GARPMediumKansas City, MO2022-08-12
Putnam Investments LLC
9,905$5240.0%N/AN/ABoston, MA2022-08-15
HUB Investment Partners, LLC
7,609$4030.0%GrowthLowAustin, TX2022-08-12
UBS Group AG
6,094$3230.0%CoreMediumZurich, Switzerland2022-08-10
Kavar Capital Partners Group, LLC
6,000$3180.0%CoreLowLeawood, KS2022-08-09
Cambridge Investment Research Advisors, Inc.
5,672$3010.0%ETFLowFairfield, IA2022-07-13
Ardent Capital Management, Inc.
5,283$2790.0%CoreVery LowCincinnati, OH2022-08-08
Stephens Inc
4,475$2370.0%CoreLowLittle Rock, AR2022-08-03
Orion Portfolio Solutions, LLC
4,156$2200.0%GrowthVery LowOmaha, NE2022-07-14
LPL Financial LLC
3,835$2030.0%IndexVery LowFort Mill, SC2022-08-12
Morgan Stanley
3,720$1960.0%CoreLowNew York, NY2022-10-27
Royal Bank of Canada
2,000$1060.0%CoreLowToronto, Australia2022-08-15
Bessemer Group Inc
2,000$1060.0%MomentumMediumWoodbridge, NJ2022-08-10
Tower Research Capital LLC (TRC)
1,848$980.0%GARPVery HighNew York, NY2022-08-15
Private Trust Co NA
1,139$600.0%CoreLowCleveland, OH2022-09-16
Osaic Holdings, Inc.
715$380.0%IndexLowScottsdale, AZ2022-08-10
Elequin Capital, LP
503$270.0%GrowthVery HighNew York, NY2022-08-11
Rockefeller Capital Management L.P.
427$220.0%CoreLowNew York, NY2022-08-12
FourThought Financial, LLC
387$210.0%N/AN/AVenice, FL2022-08-12
Danda Trouve Investment Management, Inc.
46$20.0%N/AN/APrairie Village, KS2022-07-12
UMB Bank, n.a.
36$20.0%CoreLowKansas City, MO2022-07-20
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2022-08-09