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Southern Co

CUSIP: 842587DZ7 | TRACE | 118 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

RWC Asset Management LLP14,112,000
0.5% of portfolio›$14.3M
Rational Advisors, Inc.5,980,000
0.6% of portfolio›$6.0M
Conning Inc.5,610,000
0.2% of portfolio›$5.6M
Mackay Shields LLC5,595,000
0.2% of portfolio›$5.7M
Thrivent Financial for Lutherans4,553,000
0.0% of portfolio›$4.7K
Axxion S.A.750,000
0.1% of portfolio›$760.6K
Aegon USA Investment Management, LLC750,000
0.6% of portfolio›$757.5K
Bank of New York Mellon Corp500,000
0.0% of portfolio›$505.8K
Oppenheimer Asset Management Inc.167,000
0.0% of portfolio›$168.7K
Valen Private Capital, LLC25,000
0.0% of portfolio›$25.3K
Commonwealth Equity Services, LLC18,000
0.0% of portfolio›$18.2K
Balboa Wealth Partners10,000
0.0% of portfolio›$10.0K
Goldstein Advisors, LLC10,000
0.0% of portfolio›$10.0K
Lanark Financial, Inc.10,000
0.0% of portfolio›$10.1K
StyleTurnoverLocationFiled
RWC Asset Management LLP
14,112,000$14.3M0.5%YieldMediumLondon, United Kingdom2026-10-22
Rational Advisors, Inc.
5,980,000$6.0M0.6%ETFMediumSan Juan, PR2026-11-02
Conning Inc.
5,610,000$5.6M0.2%CoreMediumHartford, CT2026-10-27
Mackay Shields LLC
5,595,000$5.7M0.2%Deep ValueLowNew York, NY2026-10-13
Thrivent Financial for Lutherans
4,553,000$4.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Axxion S.A.
750,000$760.6K0.1%CoreN/AGrevenmacher, Netherlands2026-10-22
Aegon USA Investment Management, LLC
750,000$757.5K0.6%ETFVery LowCedar Rapids, IA2026-10-30
Bank of New York Mellon Corp
500,000$505.8K0.0%CoreLowNew York, NY2026-11-05
Oppenheimer Asset Management Inc.
167,000$168.7K0.0%CoreMediumNew York, NY2026-10-27
Valen Private Capital, LLC
25,000$25.3K0.0%ETFN/APaoli, PA2026-10-23
Commonwealth Equity Services, LLC
18,000$18.2K0.0%ETFLowWaltham, MA2026-11-02
Balboa Wealth Partners
10,000$10.0K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Goldstein Advisors, LLC
10,000$10.0K0.0%ETFMediumMadison, WI2026-10-15
Lanark Financial, Inc.
10,000$10.1K0.0%CoreMediumBirmingham, AL2026-10-26