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Southern Co

CUSIP: 842587DP9 | TRACE | 117 institutional holders

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
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Institutional Holders — Q3 2025

Hudson Bay Capital Management LP279,129,000
1.0% of portfolio›$314.7M
Lazard Asset Management LLC85,374,000
0.0% of portfolio›$962.0K
Universal- Beteiligungs- und Servicegesellschaft mbH73,039,000
0.1% of portfolio›$83.2M
Point72 Asset Management, L.P.62,775,000
0.1% of portfolio›$70.8M
Aequim Alternative Investments LP50,000,000
1.2% of portfolio›$56.3M
Victory Capital Management Inc46,408,000
0.0% of portfolio›$52.3M
Susquehanna Advisors Group, Inc.35,700,000
0.0% of portfolio›$401.5K
Highbridge Capital Management LLC24,000,000
1.2% of portfolio›$27.1M
State Street Corp19,530,000
0.0% of portfolio›$22.2M
Royal Bank of Canada19,303,000
0.0% of portfolio›$21.7M
SSI Investment Management LLC17,571,000
1.3% of portfolio›$19.8M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main15,950,000
0.0% of portfolio›$18.0M
JPMorgan Chase & Co15,792,000
0.0% of portfolio›$17.8M
Wellington Management Group LLP12,265,000
0.0% of portfolio›$14.0M
Bank of America Corp12,133,000
0.0% of portfolio›$13.7M
Capstone Investment Advisors, LLC11,000,000
0.0% of portfolio›$12.4M
QVT Financial LP8,859,000
0.7% of portfolio›$10.1M
Bank of Montreal8,500,000
0.0% of portfolio›$9.6M
BlackRock, Inc.8,325,000
0.0% of portfolio›$9.4M
FMR LLC8,224,000
0.0% of portfolio›$9.3M
Voya Investment Management LLC8,000,000
0.0% of portfolio›$9.0M
Morgan Stanley6,999,000
0.0% of portfolio›$7.9M
Calamos Advisors LLC6,923,000
0.0% of portfolio›$7.8M
Thrivent Financial for Lutherans6,908,000
0.0% of portfolio›$7.9K
Lord, Abbett & Co. LLC6,070,000
0.0% of portfolio›$6.8K
Conning Inc.5,610,000
0.2% of portfolio›$6.3M
Man Group plc5,350,000
0.0% of portfolio›$6.0M
Warberg Asset Management LLC4,747,000
0.9% of portfolio›$5.4M
BNP Paribas Financial Markets4,620,000
0.0% of portfolio›$5.2M
Barclays PLC4,048,000
0.0% of portfolio›$4.6M
Citigroup Inc3,744,000
0.0% of portfolio›$4.2M
Fort Baker Capital Management LP2,687,000
0.5% of portfolio›$3.1M
Russell Investments Group, Ltd.2,617,000
0.0% of portfolio›$3.0M
Mizuho Securities USA LLC2,500,000
0.1% of portfolio›$2.8M
Aegon USA Investment Management, LLC2,268,000
1.7% of portfolio›$2.6M
Advent Capital Management1,950,000
0.0% of portfolio›$2.2M
Mackay Shields LLC655,000
0.0% of portfolio›$738.0K
Central Pacific Bank - Trust Division569,000
0.1% of portfolio›$640.4K
Franklin Resources Inc532,000
0.0% of portfolio›$599.4K
Bank Hapoalim BM515,000
0.0% of portfolio›$581
Jane Street Group, LLC478,000
0.0% of portfolio›$534.0K
Wells Fargo & Company314,000
0.0% of portfolio›$354.7K
LPL Financial LLC89,000
0.0% of portfolio›$100.3K
Steward Partners Investment Advisory, LLC64,000
0.0% of portfolio›$72.0K
Ameriprise Financial Inc53,000
0.0% of portfolio›$59.7K
&partners52,000
0.0% of portfolio›$58.5K
Vontobel Holding Ltd.45,000
0.0% of portfolio›$50.4K
HB Wealth Management, LLC20,000
0.0% of portfolio›$22.5K
Stonegate Investment Group, LLC19,000
0.0% of portfolio›$21.4K
Northwestern Mutual Wealth Management Co17,000
0.0% of portfolio›$19.1K
Roundview Capital LLC12,500
0.0% of portfolio›$14.1K
Wealth Enhancement Advisory Services, LLC11,000
0.0% of portfolio›$12.6K
Bartlett & Co. Wealth Management LLC7,000
0.0% of portfolio›$8.0K
StyleTurnoverLocationFiled
Hudson Bay Capital Management LP
279,129,000$314.7M1.0%GrowthVery HighStamford, CT2025-12-15
Lazard Asset Management LLC
85,374,000$962.0K0.0%CoreMediumNew York, NY2025-11-14
Universal- Beteiligungs- und Servicegesellschaft mbH
73,039,000$83.2M0.1%CoreLowFrankfurt Am Main, Hong Kong2025-10-30
Point72 Asset Management, L.P.
62,775,000$70.8M0.1%CoreVery HighStamford, CT2025-11-14
Aequim Alternative Investments LP
50,000,000$56.3M1.2%CoreHighMill Valley, CA2025-11-14
Victory Capital Management Inc
46,408,000$52.3M0.0%CoreMediumSan Antonio, TX2025-11-12
Susquehanna Advisors Group, Inc.
35,700,000$401.5K0.0%ValueVery HighBala Cynwyd, PA2025-11-14
Highbridge Capital Management LLC
24,000,000$27.1M1.2%ValueVery HighNew York, NY2025-11-10
State Street Corp
19,530,000$22.2M0.0%IndexVery LowBoston, MA2025-11-14
Royal Bank of Canada
19,303,000$21.7M0.0%CoreLowToronto, Australia2025-11-14
SSI Investment Management LLC
17,571,000$19.8M1.3%Agg GrowthMediumLos Angeles, CA2025-10-28
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
15,950,000$18.0M0.0%GrowthMediumFrankfurt Am Main, Hong Kong2025-11-14
JPMorgan Chase & Co
15,792,000$17.8M0.0%GrowthMediumNew York, NY2025-11-26
Wellington Management Group LLP
12,265,000$14.0M0.0%CoreMediumBoston, MA2025-11-14
Bank of America Corp
12,133,000$13.7M0.0%CoreLowCharlotte, NC2026-02-03
Capstone Investment Advisors, LLC
11,000,000$12.4M0.0%GrowthVery HighNew York, NY2025-11-14
QVT Financial LP
8,859,000$10.1M0.7%Deep ValueMediumNew York, NY2025-11-14
Bank of Montreal
8,500,000$9.6M0.0%CoreLowToronto, Australia2025-11-13
BlackRock, Inc.
8,325,000$9.4M0.0%IndexVery LowNew York, NY2025-11-12
FMR LLC
8,224,000$9.3M0.0%GrowthMediumBoston, MA2025-11-13
Voya Investment Management LLC
8,000,000$9.0M0.0%GrowthMediumAtlanta, GA2025-10-09
Morgan Stanley
6,999,000$7.9M0.0%CoreLowNew York, NY2026-05-27
Calamos Advisors LLC
6,923,000$7.8M0.0%GrowthMediumNaperville, IL2025-10-20
Thrivent Financial for Lutherans
6,908,000$7.9K0.0%GARPMediumMinneapolis, MN2025-11-04
Lord, Abbett & Co. LLC
6,070,000$6.8K0.0%MomentumMediumJersey City, NJ2025-11-13
Conning Inc.
5,610,000$6.3M0.2%CoreMediumHartford, CT2025-10-28
Man Group plc
5,350,000$6.0M0.0%CoreHighLondon, United Kingdom2025-11-14
Warberg Asset Management LLC
4,747,000$5.4M0.9%YieldHighWinnetka, IL2025-11-06
BNP Paribas Financial Markets
4,620,000$5.2M0.0%CoreMediumParis, India2025-11-13
Barclays PLC
4,048,000$4.6M0.0%CoreMediumLondon, United Kingdom2026-03-31
Citigroup Inc
3,744,000$4.2M0.0%CoreMediumNew York, NY2025-11-10
Fort Baker Capital Management LP
2,687,000$3.1M0.5%Deep ValueVery HighLarkspur, CA2025-11-14
Russell Investments Group, Ltd.
2,617,000$3.0M0.0%CoreLowSeattle, WA2025-11-13
Mizuho Securities USA LLC
2,500,000$2.8M0.1%GrowthMediumNew York, NY2025-10-22
Aegon USA Investment Management, LLC
2,268,000$2.6M1.7%ETFVery LowCedar Rapids, IA2025-10-24
Advent Capital Management
1,950,000$2.2M0.0%GrowthMediumNew York, NY2025-11-13
Mackay Shields LLC
655,000$738.0K0.0%Deep ValueLowNew York, NY2025-10-27
Central Pacific Bank - Trust Division
569,000$640.4K0.1%CoreMediumHonolulu, HI2025-10-02
Franklin Resources Inc
532,000$599.4K0.0%CoreMediumSan Mateo, CA2025-11-13
Bank Hapoalim BM
515,000$5810.0%Agg GrowthHighTel Aviv, Luxembourg2025-10-29
Jane Street Group, LLC
478,000$534.0K0.0%CoreVery HighNew York, NY2025-11-14
Wells Fargo & Company
314,000$354.7K0.0%CoreLowSan Francisco, CA2025-11-13
LPL Financial LLC
89,000$100.3K0.0%IndexVery LowFort Mill, SC2025-11-12
Steward Partners Investment Advisory, LLC
64,000$72.0K0.0%CoreLowStamford, CT2025-11-12
Ameriprise Financial Inc
53,000$59.7K0.0%CoreMediumMinneapolis, MN2025-11-14
&partners
52,000$58.5K0.0%IndexVery LowNashville, TN2025-11-14
Vontobel Holding Ltd.
45,000$50.4K0.0%CoreMediumZurich, Switzerland2025-10-15
HB Wealth Management, LLC
20,000$22.5K0.0%IndexVery LowAtlanta, GA2025-10-23
Stonegate Investment Group, LLC
19,000$21.4K0.0%GrowthVery LowBirmingham, AL2025-11-03
Northwestern Mutual Wealth Management Co
17,000$19.1K0.0%IndexVery LowMilwaukee, WI2025-11-14
Roundview Capital LLC
12,500$14.1K0.0%CoreLowPrinceton, NJ2025-11-12
Wealth Enhancement Advisory Services, LLC
11,000$12.6K0.0%CoreLowPlymouth, MN2025-10-29
Bartlett & Co. Wealth Management LLC
7,000$8.0K0.0%CoreVery LowCincinnati, OH2025-10-09