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Southern Co

CUSIP: 842587ED5 | 71 institutional holders

Quarters

Q3 2026Q2 2026
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Institutional Holders — Q3 2026

Calamos Advisors LLC45,052,000
0.1% of portfolio›$43.8M
Thrivent Financial for Lutherans10,855,000
0.0% of portfolio›$10.6K
Mackay Shields LLC5,424,000
0.2% of portfolio›$5.3M
Income Research & Management5,290,000
3.1% of portfolio›$5.1M
RED Cedar Investment Management, LLC5,000,000
0.5% of portfolio›$4.9M
Conning Inc.1,200,000
0.0% of portfolio›$1.2M
Aegon USA Investment Management, LLC700,000
0.5% of portfolio›$679.4K
RWC Asset Management LLP200,000
0.0% of portfolio›$194.3K
Citigroup Inc197,000
0.0% of portfolio›$191.2K
Financiere des Professionnels - Fonds d'investissement inc.145,000
0.0% of portfolio›$140.9K
Jefferies Financial Group Inc.137,000
0.0% of portfolio›$134.2K
Truist Financial Corp71,000
0.0% of portfolio›$68.9K
Choreo, LLC38,000
0.0% of portfolio›$37.2K
Foresight Capital Management Advisors, Inc.22,000
0.0% of portfolio›$21.2K
Wealth Enhancement Advisory Services, LLC16,000
0.0% of portfolio›$15.6K
XML Financial, LLC14,000
0.0% of portfolio›$13.6K
Fifth Third Bancorp11,000
0.0% of portfolio›$10.7K
StyleTurnoverLocationFiled
Calamos Advisors LLC
45,052,000$43.8M0.1%GrowthMediumNaperville, IL2026-11-02
Thrivent Financial for Lutherans
10,855,000$10.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Mackay Shields LLC
5,424,000$5.3M0.2%Deep ValueLowNew York, NY2026-10-13
Income Research & Management
5,290,000$5.1M3.1%N/AN/ABoston, MA2026-10-21
RED Cedar Investment Management, LLC
5,000,000$4.9M0.5%ETFLowGrand Rapids, MI2026-11-04
Conning Inc.
1,200,000$1.2M0.0%CoreMediumHartford, CT2026-10-27
Aegon USA Investment Management, LLC
700,000$679.4K0.5%ETFVery LowCedar Rapids, IA2026-10-30
RWC Asset Management LLP
200,000$194.3K0.0%YieldMediumLondon, United Kingdom2026-10-22
Citigroup Inc
197,000$191.2K0.0%CoreMediumNew York, NY2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
145,000$140.9K0.0%GrowthHighMontreal, Austria2026-11-03
Jefferies Financial Group Inc.
137,000$134.2K0.0%CoreVery HighNew York, NY2026-11-05
Truist Financial Corp
71,000$68.9K0.0%CoreLowCharlotte, NC2026-10-30
Choreo, LLC
38,000$37.2K0.0%IndexLowRockford, IL2026-10-28
Foresight Capital Management Advisors, Inc.
22,000$21.2K0.0%CoreMediumSaline, MI2026-10-27
Wealth Enhancement Advisory Services, LLC
16,000$15.6K0.0%CoreLowPlymouth, MN2026-10-13
XML Financial, LLC
14,000$13.6K0.0%ETFLowBethesda, MD2026-10-29
Fifth Third Bancorp
11,000$10.7K0.0%IndexVery LowCincinnati, OH2026-11-05