Southern Co

Q1 2022 vs Q2 2022

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Franklin Resources Inc

DECREASED

Shares9,047,133 from 9,164,693

Change-117,560 (-1%)

Value$479.3K (-$21.2K)

Filed 2022-08-11

Price T Rowe Associates Inc

DECREASED

Shares6,159,015 from 6,302,295

Change-143,280 (-2%)

Value$323.4K (-$18.1K)

Filed 2022-08-15

Allianz Asset Management GmbH

NEW

Shares3,850,000

Change+3,850,000

Value$204.0K

Filed 2022-08-12

Russell Investments Group, Ltd.

UNCHANGED

Shares3,711,300 from 3,711,300

Change0 (0%)

Value$3.9K (-$121)

Filed 2022-07-29

BlackRock Inc.

DECREASED

Shares2,709,168 from 2,731,886

Change-22,718 (-1%)

Value$143.5K (-$5.7K)

Filed 2022-08-12

Camden Asset Management L P

NEW

Shares1,327,425

Change+1,327,425

Value$70.2K

Filed 2022-08-11

HSBC Holdings PLC

INCREASED

Shares1,089,100 from 496,600

Change+592,500 (+119%)

Value$57.9K (+$30.6K)

Filed 2022-08-11

Shaolin Capital Management LLC

NEW

Shares897,620

Change+897,620

Value$47.6K

Filed 2022-08-15

Victory Capital Management Inc

DECREASED

Shares708,873 from 1,166,856

Change-457,983 (-39%)

Value$37.6K (-$26.3K)

Filed 2022-08-01

State Street Corp

DECREASED

Shares579,000 from 622,000

Change-43,000 (-7%)

Value$30.7K (-$3.5K)

Filed 2022-08-15

Cbre Investment Management Listed Real Assets LLC

UNCHANGED

Shares560,514 from 560,514

Change0 (0%)

Value$29.7K (-$914)

Filed 2022-08-12

Van Eck Associates Corp

INCREASED

Shares460,223 from 391,458

Change+68,765 (+18%)

Value$24.4K (+$3.0K)

Filed 2022-08-03

Two Sigma Investments, LP

DECREASED

Shares459,948 from 1,736,769

Change-1,276,821 (-74%)

Value$24.4K (-$70.5K)

Filed 2022-08-15

Calamos Advisors LLC

UNCHANGED

Shares400,000 from 400,000

Change0 (0%)

Value$21.2K (-$652)

Filed 2022-08-01

Advent Capital Management

DECREASED

Shares366,613 from 440,913

Change-74,300 (-17%)

Value$19.5K (-$4.6K)

Filed 2022-08-15

Invesco Ltd.

INCREASED

Shares319,597 from 265,597

Change+54,000 (+20%)

Value$16.9K (+$2.4K)

Filed 2022-08-15

Pier 88 Investment Partners LLC

INCREASED

Shares307,954 from 281,665

Change+26,289 (+9%)

Value$16.3K (+$933)

Filed 2022-08-12

Wells Fargo & Company

DECREASED

Shares274,897 from 351,192

Change-76,295 (-22%)

Value$14.6K (-$4.6K)

Filed 2022-08-12

Bank of America Corp

NEW

Shares246,358

Change+246,358

Value$13.1K

Filed 2022-08-12

D. E. Shaw & Co., Inc.

INCREASED

Shares243,500 from 93,500

Change+150,000 (+160%)

Value$12.9K (+$7.8K)

Filed 2022-08-15

CSS LLC

INCREASED

Shares231,233 from 100,376

Change+130,857 (+130%)

Value$12.3K (+$6.8K)

Filed 2022-08-15

Mizuho Securities USA Inc.

INCREASED

Shares231,200 from 202,501

Change+28,699 (+14%)

Value$11.9K (+$1.1K)

Filed 2022-07-28

Nuveen Asset Management, LLC

DECREASED

Shares224,077 from 236,398

Change-12,321 (-5%)

Value$119 (-$7)

Filed 2022-08-15

Infrastructure Capital Advisors, LLC

DECREASED

Shares174,296 from 288,427

Change-114,131 (-40%)

Value$9.2K (-$6.6K)

Filed 2022-08-12

FMR LLC

DECREASED

Shares170,800 from 666,000

Change-495,200 (-74%)

Value$9.0M (-$27.4M)

Filed 2026-11-05

Susquehanna International Group, LLP

INCREASED

Shares167,500 from 100,000

Change+67,500 (+68%)

Value$8.9K (+$3.4K)

Filed 2022-08-15

Ameriprise Financial Inc

DECREASED

Shares139,371 from 147,721

Change-8,350 (-6%)

Value$7.1K (-$973)

Filed 2022-08-15

BlueCrest Capital Management Ltd

INCREASED

Shares137,818 from 43,170

Change+94,648 (+219%)

Value$7.3K (+$4.9K)

Filed 2022-08-15

Manufacturers Life Insurance Company, the

DECREASED

Shares137,607 from 3,759,064

Change-3,621,457 (-96%)

Value$7.3M (-$199.3M)

Filed 2023-08-11

Wolverine Asset Management LLC

NEW

Shares115,606

Change+115,606

Value$6.1K

Filed 2022-08-03

Jane Street Group, LLC

NEW

Shares109,473

Change+109,473

Value$5.8K

Filed 2022-08-16

Aegon USA Investment Management, LLC

INCREASED

Shares108,500 from 101,118

Change+7,382 (+7%)

Value$5.7K (+$226)

Filed 2022-07-20

Wellington Management Group LLP

DECREASED

Shares107,231 from 112,931

Change-5,700 (-5%)

Value$5.7K (-$487)

Filed 2022-08-15

Citadel Advisors LLC

DECREASED

Shares104,278 from 302,878

Change-198,600 (-66%)

Value$5.5K (-$11.1K)

Filed 2022-08-15

Rational Advisors, Inc.

INCREASED

Shares103,613 from 75,113

Change+28,500 (+38%)

Value$5.5K (+$1.4K)

Filed 2022-08-09

Federated Hermes, Inc.

UNCHANGED

Shares93,839 from 93,839

Change0 (0%)

Value$5.0K (-$153)

Filed 2022-09-16

ICA Group Wealth Management, LLC

DECREASED

Shares72,230 from 74,150

Change-1,920 (-3%)

Value$4.1K (-$105)

Filed 2022-10-03

SSI Investment Management LLC

UNCHANGED

Shares55,975 from 55,975

Change0 (0%)

Value$3.0K (-$101)

Filed 2022-08-11

Laffer Tengler Investments, Inc.

DECREASED

Shares54,169 from 54,388

Change-219 (0%)

Value$2.9M (-$103.0K)

Filed 2022-08-15

SG Americas Securities, LLC

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$2.6K (-$81)

Filed 2022-07-29

SEI Investments Co

INCREASED

Shares46,279 from 34,427

Change+11,852 (+34%)

Value$2.5K (+$572)

Filed 2022-08-15

JPMorgan Chase & Co

DECREASED

Shares43,653 from 96,017

Change-52,364 (-55%)

Value$2.3K (-$2.9K)

Filed 2022-08-11

Barclays PLC

NEW

Shares37,434

Change+37,434

Value$2.0K

Filed 2022-08-12

Credit Suisse AG/

UNCHANGED

Shares28,000 from 28,000

Change0 (0%)

Value$1.5K (-$46)

Filed 2022-08-12

Steward Partners Investment Advisory, LLC

INCREASED

Shares20,035 from 19,235

Change+800 (+4%)

Value$1.1K (+$11)

Filed 2022-08-04

Warberg Asset Management LLC

DECREASED

Shares11,401 from 21,501

Change-10,100 (-47%)

Value$604 (-$576)

Filed 2022-08-11

American Century Companies Inc

DECREASED

Shares11,196 from 11,476

Change-280 (-2%)

Value$595 (-$36)

Filed 2022-08-12

Putnam Investments LLC

UNCHANGED

Shares9,905 from 9,905

Change0 (0%)

Value$524 (-$18)

Filed 2022-08-15

HUB Investment Partners, LLC

UNCHANGED

Shares7,609 from 7,609

Change0 (0%)

Value$403 (-$13)

Filed 2022-08-12

UBS Group AG

INCREASED

Shares6,094 from 400

Change+5,694 (+1424%)

Value$323 (+$301)

Filed 2022-08-10

Kavar Capital Partners Group, LLC

NEW

Shares6,000

Change+6,000

Value$318

Filed 2022-08-09

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares5,672 from 5,672

Change0 (0%)

Value$301 (-$9)

Filed 2022-07-13

Ardent Capital Management, Inc.

UNCHANGED

Shares5,283 from 5,283

Change0 (0%)

Value$279 (-$10)

Filed 2022-08-08

Stephens Inc

DECREASED

Shares4,475 from 23,615

Change-19,140 (-81%)

Value$237 (-$1.1K)

Filed 2022-08-03

Orion Portfolio Solutions, LLC

NEW

Shares4,156

Change+4,156

Value$220

Filed 2022-07-14

LPL Financial LLC

UNCHANGED

Shares3,835 from 3,835

Change0 (0%)

Value$203 (-$6)

Filed 2022-08-12

Morgan Stanley

DECREASED

Shares3,720 from 8,386

Change-4,666 (-56%)

Value$196 (-$263)

Filed 2022-10-27

Royal Bank of Canada

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$106 (-$3)

Filed 2022-08-15

Bessemer Group Inc

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$106 (-$3)

Filed 2022-08-10

Tower Research Capital LLC (TRC)

INCREASED

Shares1,848 from 1,748

Change+100 (+6%)

Value$98 (+$3)

Filed 2022-08-15

Private Trust Co NA

NEW

Shares1,139

Change+1,139

Value$60

Filed 2022-09-16

Osaic Holdings, Inc.

DECREASED

Shares715 from 4,665

Change-3,950 (-85%)

Value$38 (-$425)

Filed 2022-08-10

Elequin Capital, LP

NEW

Shares503

Change+503

Value$27

Filed 2022-08-11

Rockefeller Capital Management L.P.

UNCHANGED

Shares427 from 427

Change0 (0%)

Value$22 (-$1)

Filed 2022-08-12

FourThought Financial, LLC

UNCHANGED

Shares387 from 387

Change0 (0%)

Value$21 ($0)

Filed 2022-08-12

Danda Trouve Investment Management, Inc.

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$2 (-$1)

Filed 2022-07-12

UMB Bank, n.a.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$2 ($0)

Filed 2022-07-20

Thrivent Financial for Lutherans

CLOSED

Shares0 from 427,255

Change-427,255 (-100%)

Value$0 (-$23.4K)

Filed 2022-08-16

Sculptor Capital LP

CLOSED

Shares0 from 309,183

Change-309,183 (-100%)

Value$0 (-$16.9K)

Filed 2022-08-12

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 51,285

Change-51,285 (-100%)

Value$0 (-$2.8K)

Filed 2022-08-12

Skaana Management L.P.

CLOSED

Shares0 from 25,000

Change-25,000 (-100%)

Value$0 (-$1.4K)

Filed 2022-08-11

Citigroup Inc

CLOSED

Shares0 from 3,050

Change-3,050 (-100%)

Value$0 (-$167)

Filed 2022-08-10

Chicago Capital Management, LLC

CLOSED

Shares0 from 715

Change-715 (-100%)

Value$0 (-$39)

Filed 2022-07-27

Glenmede Trust Co NA

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$27)

Filed 2022-08-15

Asset Dedication, LLC

CLOSED

Shares0 from 75

Change-75 (-100%)

Value$0 (-$4)

Filed 2022-07-19

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2022-08-09

	Status
Franklin Resources Inc	DECREASED	9,047,133	9,164,693	-117,560	-1%	$500.5K	$479.3K	-$21.2K	2022-08-11
Price T Rowe Associates Inc	DECREASED	6,159,015	6,302,295	-143,280	-2%	$341.5K	$323.4K	-$18.1K	2022-08-15
Allianz Asset Management GmbH	NEW	3,850,000	—	+3,850,000	—	—	$204.0K	—	2022-08-12
Russell Investments Group, Ltd.	UNCHANGED	3,711,300	3,711,300	0	0%	$4.1K	$3.9K	-$121	2022-07-29
BlackRock Inc.	DECREASED	2,709,168	2,731,886	-22,718	-1%	$149.2K	$143.5K	-$5.7K	2022-08-12
Camden Asset Management L P	NEW	1,327,425	—	+1,327,425	—	—	$70.2K	—	2022-08-11
HSBC Holdings PLC	INCREASED	1,089,100	496,600	+592,500	+119%	$27.3K	$57.9K	+$30.6K	2022-08-11
Shaolin Capital Management LLC	NEW	897,620	—	+897,620	—	—	$47.6K	—	2022-08-15
Victory Capital Management Inc	DECREASED	708,873	1,166,856	-457,983	-39%	$63.9K	$37.6K	-$26.3K	2022-08-01
State Street Corp	DECREASED	579,000	622,000	-43,000	-7%	$34.1K	$30.7K	-$3.5K	2022-08-15
Cbre Investment Management Listed Real Assets LLC	UNCHANGED	560,514	560,514	0	0%	$30.6K	$29.7K	-$914	2022-08-12
Van Eck Associates Corp	INCREASED	460,223	391,458	+68,765	+18%	$21.4K	$24.4K	+$3.0K	2022-08-03
Two Sigma Investments, LP	DECREASED	459,948	1,736,769	-1,276,821	-74%	$94.8K	$24.4K	-$70.5K	2022-08-15
Calamos Advisors LLC	UNCHANGED	400,000	400,000	0	0%	$21.8K	$21.2K	-$652	2022-08-01
Advent Capital Management	DECREASED	366,613	440,913	-74,300	-17%	$24.1K	$19.5K	-$4.6K	2022-08-15
Invesco Ltd.	INCREASED	319,597	265,597	+54,000	+20%	$14.5K	$16.9K	+$2.4K	2022-08-15
Pier 88 Investment Partners LLC	INCREASED	307,954	281,665	+26,289	+9%	$15.4K	$16.3K	+$933	2022-08-12
Wells Fargo & Company	DECREASED	274,897	351,192	-76,295	-22%	$19.2K	$14.6K	-$4.6K	2022-08-12
Bank of America Corp	NEW	246,358	—	+246,358	—	—	$13.1K	—	2022-08-12
D. E. Shaw & Co., Inc.	INCREASED	243,500	93,500	+150,000	+160%	$5.1K	$12.9K	+$7.8K	2022-08-15
CSS LLC	INCREASED	231,233	100,376	+130,857	+130%	$5.5K	$12.3K	+$6.8K	2022-08-15
Mizuho Securities USA Inc.	INCREASED	231,200	202,501	+28,699	+14%	$10.9K	$11.9K	+$1.1K	2022-07-28
Nuveen Asset Management, LLC	DECREASED	224,077	236,398	-12,321	-5%	$126	$119	-$7	2022-08-15
Infrastructure Capital Advisors, LLC	DECREASED	174,296	288,427	-114,131	-40%	$15.8K	$9.2K	-$6.6K	2022-08-12
FMR LLC	DECREASED	170,800	666,000	-495,200	-74%	$36.4M	$9.0M	-$27.4M	2026-11-05
Susquehanna International Group, LLP	INCREASED	167,500	100,000	+67,500	+68%	$5.5K	$8.9K	+$3.4K	2022-08-15
Ameriprise Financial Inc	DECREASED	139,371	147,721	-8,350	-6%	$8.1K	$7.1K	-$973	2022-08-15
BlueCrest Capital Management Ltd	INCREASED	137,818	43,170	+94,648	+219%	$2.4K	$7.3K	+$4.9K	2022-08-15
Manufacturers Life Insurance Company, the	DECREASED	137,607	3,759,064	-3,621,457	-96%	$206.6M	$7.3M	-$199.3M	2023-08-11
Wolverine Asset Management LLC	NEW	115,606	—	+115,606	—	—	$6.1K	—	2022-08-03
Jane Street Group, LLC	NEW	109,473	—	+109,473	—	—	$5.8K	—	2022-08-16
Aegon USA Investment Management, LLC	INCREASED	108,500	101,118	+7,382	+7%	$5.5K	$5.7K	+$226	2022-07-20
Wellington Management Group LLP	DECREASED	107,231	112,931	-5,700	-5%	$6.2K	$5.7K	-$487	2022-08-15
Citadel Advisors LLC	DECREASED	104,278	302,878	-198,600	-66%	$16.6K	$5.5K	-$11.1K	2022-08-15
Rational Advisors, Inc.	INCREASED	103,613	75,113	+28,500	+38%	$4.1K	$5.5K	+$1.4K	2022-08-09
Federated Hermes, Inc.	UNCHANGED	93,839	93,839	0	0%	$5.1K	$5.0K	-$153	2022-09-16
ICA Group Wealth Management, LLC	DECREASED	72,230	74,150	-1,920	-3%	$4.2K	$4.1K	-$105	2022-10-03
SSI Investment Management LLC	UNCHANGED	55,975	55,975	0	0%	$3.1K	$3.0K	-$101	2022-08-11
Laffer Tengler Investments, Inc.	DECREASED	54,169	54,388	-219	0%	$3.0M	$2.9M	-$103.0K	2022-08-15
SG Americas Securities, LLC	UNCHANGED	50,000	50,000	0	0%	$2.7K	$2.6K	-$81	2022-07-29
SEI Investments Co	INCREASED	46,279	34,427	+11,852	+34%	$1.9K	$2.5K	+$572	2022-08-15
JPMorgan Chase & Co	DECREASED	43,653	96,017	-52,364	-55%	$5.2K	$2.3K	-$2.9K	2022-08-11
Barclays PLC	NEW	37,434	—	+37,434	—	—	$2.0K	—	2022-08-12
Credit Suisse AG/	UNCHANGED	28,000	28,000	0	0%	$1.5K	$1.5K	-$46	2022-08-12
Steward Partners Investment Advisory, LLC	INCREASED	20,035	19,235	+800	+4%	$1.1K	$1.1K	+$11	2022-08-04
Warberg Asset Management LLC	DECREASED	11,401	21,501	-10,100	-47%	$1.2K	$604	-$576	2022-08-11
American Century Companies Inc	DECREASED	11,196	11,476	-280	-2%	$631	$595	-$36	2022-08-12
Putnam Investments LLC	UNCHANGED	9,905	9,905	0	0%	$542	$524	-$18	2022-08-15
HUB Investment Partners, LLC	UNCHANGED	7,609	7,609	0	0%	$416	$403	-$13	2022-08-12
UBS Group AG	INCREASED	6,094	400	+5,694	+1424%	$22	$323	+$301	2022-08-10
Kavar Capital Partners Group, LLC	NEW	6,000	—	+6,000	—	—	$318	—	2022-08-09
Cambridge Investment Research Advisors, Inc.	UNCHANGED	5,672	5,672	0	0%	$310	$301	-$9	2022-07-13
Ardent Capital Management, Inc.	UNCHANGED	5,283	5,283	0	0%	$289	$279	-$10	2022-08-08
Stephens Inc	DECREASED	4,475	23,615	-19,140	-81%	$1.3K	$237	-$1.1K	2022-08-03
Orion Portfolio Solutions, LLC	NEW	4,156	—	+4,156	—	—	$220	—	2022-07-14
LPL Financial LLC	UNCHANGED	3,835	3,835	0	0%	$209	$203	-$6	2022-08-12
Morgan Stanley	DECREASED	3,720	8,386	-4,666	-56%	$459	$196	-$263	2022-10-27
Royal Bank of Canada	UNCHANGED	2,000	2,000	0	0%	$109	$106	-$3	2022-08-15
Bessemer Group Inc	UNCHANGED	2,000	2,000	0	0%	$109	$106	-$3	2022-08-10
Tower Research Capital LLC (TRC)	INCREASED	1,848	1,748	+100	+6%	$95	$98	+$3	2022-08-15
Private Trust Co NA	NEW	1,139	—	+1,139	—	—	$60	—	2022-09-16
Osaic Holdings, Inc.	DECREASED	715	4,665	-3,950	-85%	$463	$38	-$425	2022-08-10
Elequin Capital, LP	NEW	503	—	+503	—	—	$27	—	2022-08-11
Rockefeller Capital Management L.P.	UNCHANGED	427	427	0	0%	$23	$22	-$1	2022-08-12
FourThought Financial, LLC	UNCHANGED	387	387	0	0%	$21	$21	$0	2022-08-12
Danda Trouve Investment Management, Inc.	UNCHANGED	46	46	0	0%	$3	$2	-$1	2022-07-12
UMB Bank, n.a.	UNCHANGED	36	36	0	0%	$2	$2	$0	2022-07-20
Thrivent Financial for Lutherans	CLOSED	0	427,255	-427,255	-100%	$23.4K	$0	-$23.4K	2022-08-16
Sculptor Capital LP	CLOSED	0	309,183	-309,183	-100%	$16.9K	$0	-$16.9K	2022-08-12
Kestra Private Wealth Services, LLC	CLOSED	0	51,285	-51,285	-100%	$2.8K	$0	-$2.8K	2022-08-12
Skaana Management L.P.	CLOSED	0	25,000	-25,000	-100%	$1.4K	$0	-$1.4K	2022-08-11
Citigroup Inc	CLOSED	0	3,050	-3,050	-100%	$167	$0	-$167	2022-08-10
Chicago Capital Management, LLC	CLOSED	0	715	-715	-100%	$39	$0	-$39	2022-07-27
Glenmede Trust Co NA	CLOSED	0	500	-500	-100%	$27	$0	-$27	2022-08-15
Asset Dedication, LLC	CLOSED	0	75	-75	-100%	$4	$0	-$4	2022-07-19
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2022-08-09

Showing 76 of 76 institutions