Who owns Southern Company?
- Ticker: SO
- CUSIP Number: 842587107
Tip: Access positions for across all investors
Analyze quarterly positions in Southern Company with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Southern Company stock
Who bought or sold Southern Company this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 100M | $7.0B | 0% | Dec 2023 |
|
| T. Rowe Price Associates | 30M | $2.1B | -13% | Dec 2023 |
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| Massachusetts Financial Services | 25M | $1.8B | -3% | Dec 2023 |
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| Jpmorgan Chase & Co | 20M | $1.4B | 160% | Dec 2023 |
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| Franklin Resources | 16M | $1.1B | 0% | Dec 2023 |
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| Legal & General Group | 11M | $748M | 18% | Dec 2023 |
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| Norges Bank Investment Management | 9.0M | $631M | 100% | Dec 2023 |
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| Bank of New York Mellon | 7.6M | $531M | -8% | Dec 2023 |
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| Bank of America Corporation | 7.4M | $522M | 9% | Dec 2023 |
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| CalPERS | 6.6M | $460M | -1% | Dec 2023 |
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| Federated Investors | 6.2M | $433M | -9% | Dec 2023 |
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| Charles Schwab Investment Management | 6.1M | $427M | 2% | Dec 2023 |
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| Goldman Sachs Group | 5.3M | $375M | 5% | Dec 2023 |
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| Ubs Global Asset Management Americas | 4.7M | $327M | 22% | Dec 2023 |
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| Mitsubishi UFJ Trust & Banking Corp | 4.6M | $321M | -9% | Dec 2023 |
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| Wells Fargo & Company | 3.9M | $276M | 2% | Dec 2023 |
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| Royal Bank of Canada | 3.6M | $249M | 11% | Dec 2023 |
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| Wellington Management Company | 3.5M | $248M | 36% | Dec 2023 |
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| Barclays | 3.5M | $243M | 64% | Dec 2023 |
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| Swiss National Bank | 3.4M | $239M | -3% | Dec 2023 |
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| Rare Infrastructure | 2.8M | $194M | -2% | Dec 2023 |
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| Sumitomo Mitsui Trust Holdings | 2.7M | $197M | -1% | Mar 2024 |
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| Jennison Associates | 2.4M | $168M | 0% | Dec 2023 |
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| UBS Group | 2.4M | $165M | 6% | Dec 2023 |
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| Raymond James & Associates | 2.1M | $152M | 3% | Mar 2024 |
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| Rhumbline Advisers | 2.1M | $149M | 0% | Dec 2023 |
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| Bank Of Montreal | 2.1M | $151M | 13% | Dec 2023 |
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| National Pension Service | 2.1M | $146M | 3% | Dec 2023 |
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| Commonwealth of Pennsylvania | 2.1M | $144M | 2% | Dec 2023 |
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| Dimensional Fund Advisors | 2.0M | $139M | 1% | Dec 2023 |
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| Amundi | 1.9M | $135M | -1% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 1.9M | $130M | 31% | Dec 2023 |
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| Hsbc Holdings | 1.6M | $113M | 5% | Dec 2023 |
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| Duff & Phelps Investment Management | 1.6M | $111M | 5% | Dec 2023 |
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| Marshall Wace | 1.6M | $111M | 9582% | Dec 2023 |
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| Russell Investments | 1.3M | $94M | -1% | Dec 2023 |
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| Victory Capital Management | 1.3M | $92M | -1% | Dec 2023 |
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| Principal Financial Group | 1.3M | $91M | 0% | Dec 2023 |
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| New York State Common Retirement Fund | 1.3M | $91M | -9% | Dec 2023 |
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| Empower Advisory Group | 1.3M | $90M | 3% | Dec 2023 |
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| Energy Income Partners | 1.3M | $89M | 52% | Dec 2023 |
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| Alliancebernstein | 1.2M | $86M | 0% | Dec 2023 |
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| Florida State Board of Administration | 1.2M | $85M | -1% | Dec 2023 |
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| Zacks Investment Management | 1.2M | $84M | -3% | Dec 2023 |
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| Balyasny Asset Management | 1.2M | $84M | 23% | Dec 2023 |
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| Citadel Advisors | 1.2M | $81M | -28% | Dec 2023 |
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| Mitsubishi UFJ Asset Management | 1.1M | $79M | 6% | Dec 2023 |
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| Stifel Financial | 1.1M | $76M | 1% | Dec 2023 |
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| New York State Teachers Retirement System | 1.0M | $74M | -3% | Mar 2024 |
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| HighTower Advisors | 1.0M | $71M | -3% | Dec 2023 |
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| Stonegate Investment Group | 993k | $71M | 1% | Mar 2024 |
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| Natixis Asset Management Advisors | 961k | $69M | 2% | Mar 2024 |
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| Commonwealth Equity Services | 959k | $67M | 1% | Dec 2023 |
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| National Bank Of Canada /fi/ | 943k | $67M | 10% | Dec 2023 |
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| Credit Suisse | 930k | $65M | -2% | Dec 2023 |
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| Branch Banking & Trust Company | 912k | $64M | -7% | Dec 2023 |
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| W. H. Reaves & Co | 877k | $62M | 3% | Dec 2023 |
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| InterOcean Capital Group | 816k | $57M | 4% | Dec 2023 |
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| Mawer Investment Management | 813k | $57M | 2% | Dec 2023 |
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| Robeco Investment Management | 812k | $57M | 100% | Dec 2023 |
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| Advisor Group Holdings | 810k | $57M | -25% | Dec 2023 |
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| Ing Clarion Real Estate Securities | 804k | $56M | -26% | Dec 2023 |
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| Welch Group | 789k | $57M | 1% | Mar 2024 |
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| Old Republic International | 766k | $54M | -1% | Dec 2023 |
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| Capital Advisors | 711k | $50M | -4% | Dec 2023 |
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| Raymond James Financial Services Advisors | 690k | $50M | -1% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 658k | $46M | 20% | Dec 2023 |
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| State of New Jersey Common Pension Fund D | 624k | $44M | 0% | Dec 2023 |
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| Chevy Chase Trust Holdings | 615k | $43M | -1% | Dec 2023 |
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| Citigroup | 597k | $42M | -41% | Dec 2023 |
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| State of Wisconsin Investment Board | 574k | $40M | -1% | Dec 2023 |
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| Ohio Pers | 562k | $39M | 0% | Dec 2023 |
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| David Vaughan Investments | 559k | $39M | 3% | Dec 2023 |
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| Capital Investment Advisors | 554k | $40M | 2% | Mar 2024 |
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| Pnc Financial Services | 544k | $38M | -3% | Dec 2023 |
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| Bank of Nova Scotia | 539k | $38M | 401% | Dec 2023 |
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| EP Wealth Advisors | 532k | $37M | 6% | Dec 2023 |
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| Diam | 517k | $36M | -3% | Dec 2023 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 494k | $35M | 100% | Dec 2023 |
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| Treasurer of the State of North Carolina | 484k | $34M | 1% | Dec 2023 |
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| Millennium Management | 477k | $33M | -51% | Dec 2023 |
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| Allspring Global Investments Holdings | 449k | $32M | -11% | Mar 2024 |
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| Standard Life Aberdeen | 449k | $32M | 73% | Dec 2023 |
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| Hyman Charles D | 447k | $31M | -1% | Dec 2023 |
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| Us Bancorp | 439k | $31M | 13% | Dec 2023 |
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| Mackenzie Financial | 434k | $30M | -13% | Dec 2023 |
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| Edgar Lomax Company | 430k | $30M | -1% | Dec 2023 |
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| Janney Montgomery Scott | 396k | $28M | -4% | Dec 2023 |
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| Norris Perne & French | 393k | $28M | 2% | Mar 2024 |
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| TD Asset Management | 374k | $26M | 6% | Dec 2023 |
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| Cambridge Investment Research Advisors | 371k | $27M | -1% | Mar 2024 |
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| Mariner Wealth Advisors | 365k | $26M | -3% | Dec 2023 |
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| IFM Investors Pty | 364k | $26M | 1% | Mar 2024 |
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| Liberty One Investment Management | 363k | $25M | 3% | Dec 2023 |
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| G. W. Henssler & Associates | 357k | $25M | -1% | Dec 2023 |
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| Nomura Asset Management | 345k | $24M | 3% | Dec 2023 |
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| Tudor Investment Corporation | 342k | $24M | 1718% | Dec 2023 |
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| Baird Financial | 341k | $24M | 11% | Dec 2023 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 330k | $23M | -3% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 323k | $23M | 4% | Mar 2024 |
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| CI Private Wealth | 323k | $23M | 5% | Dec 2023 |
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| Jane Street | 321k | $23M | -30% | Dec 2023 |
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| D. E. Shaw & Co | 312k | $22M | 374% | Dec 2023 |
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| Creative Planning | 309k | $22M | 4% | Dec 2023 |
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| Arizona State Retirement System | 307k | $22M | -1% | Dec 2023 |
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| Hennessy Advisors | 302k | $22M | -5% | Mar 2024 |
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| Cahaba Wealth Management | 300k | $22M | 1% | Mar 2024 |
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| FTB Advisors | 299k | $21M | 1% | Dec 2023 |
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| State Treasurer State Of Michigan | 299k | $21M | 0% | Mar 2024 |
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| Mn Services Vermogensbeheer B.V. | 294k | $21M | -5% | Dec 2023 |
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| Captrust Financial Advisors | 283k | $20M | 4% | Dec 2023 |
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| Van Eck Associates Corp. | 283k | $20M | -6% | Dec 2023 |
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| Orion Portfolio Solutions | 283k | $20M | -3% | Dec 2023 |
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| American International | 277k | $19M | -1% | Dec 2023 |
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| AE Wealth Management | 266k | $18M | -5% | Dec 2023 |
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| MetLife Investment Advisors | 265k | $19M | -2% | Dec 2023 |
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| Exchange Traded Concepts | 262k | $19M | 2837% | Mar 2024 |
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| Regions Bank | 262k | $19M | -7% | Mar 2024 |
|
| Cubist Systematic Strategies | 255k | $18M | 43% | Dec 2023 |
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| Teacher Retirement System Of Texas | 252k | $18M | -24% | Dec 2023 |
|
| Forsta Ap-fonden | 252k | $18M | -20% | Dec 2023 |
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| Voloridge Investment Management | 246k | $17M | 100% | Dec 2023 |
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| Walleye Trading Advisors | 243k | $17M | -37% | Dec 2023 |
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| Financial Counselors | 242k | $17M | -1% | Dec 2023 |
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| Retirement Systems of Alabama | 240k | $17M | -3% | Dec 2023 |
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| Kestra Advisory Services | 238k | $17M | 17% | Dec 2023 |
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| Fukoku Mutual Life Insurance | 236k | $17M | 2% | Dec 2023 |
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| Davidson Investment Advisors | 236k | $17M | -1% | Dec 2023 |
|
| DnB NOR Asset Management AS | 232k | $17M | -28% | Mar 2024 |
|
| GW & Wade | 231k | $16M | 2% | Dec 2023 |
|
| Sanibel Captiva Trust Company | 229k | $16M | 100% | Dec 2023 |
|
| Sabal Trust Company | 225k | $16M | 100% | Dec 2023 |
|
| Texas Permanent School Fund | 225k | $16M | 0% | Dec 2023 |
|
| Amalgamated Bank | 225k | $16M | -15% | Mar 2024 |
|
| Calamos Advisors | 218k | $15M | 1% | Dec 2023 |
|
| Richard C. Young & Co | 216k | $15M | 2% | Dec 2023 |
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| Capstone Investment Advisors | 215k | $15M | 51% | Dec 2023 |
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| Assenagon Asset Management | 206k | $15M | 664% | Mar 2024 |
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| Lockheed Martin Investment Management Company | 200k | $14M | 183% | Dec 2023 |
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| Hudson Bay Capital Management | 196k | $14M | 74% | Dec 2023 |
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| AQR Capital Management | 195k | $14M | 4% | Dec 2023 |
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| Cullinan Associates | 195k | $14M | 38% | Mar 2024 |
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| Graham Capital Management | 195k | $14M | 5369% | Dec 2023 |
|
| Nichols & Pratt Advisers | 194k | $14M | -1% | Dec 2023 |
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| Henderson Group | 193k | $14M | -10% | Dec 2023 |
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| Czech National Bank | 192k | $14M | 0% | Mar 2024 |
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| Gts Securities | 191k | $13M | 25% | Dec 2023 |
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| Zurcher Kantonalbank | 190k | $14M | 1% | Mar 2024 |
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| SG Americas Securities | 186k | $13M | -30% | Dec 2023 |
|
| USS Investment Management | 186k | $13M | -16% | Dec 2023 |
|
| Agf Management | 132k | $9.2M | -32% | Dec 2023 |
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| United Capital Financial Advisers | 126k | $8.8M | -62% | Dec 2023 |
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| Zimmer Partners | 90k | $6.3M | -93% | Dec 2023 |
|
| Moran Wealth Management | 71k | $5.0M | -69% | Dec 2023 |
|
| Schonfeld Strategic Advisors | 17k | $1.2M | -97% | Dec 2023 |
|
Who sold out of Southern Company?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Portman Square Capital | Dec 2023 | 1.1M | $76M |
| Merewether Investment Management | Sep 2023 | 790k | $51M |
| ALPS Advisors | Sep 2023 | 332k | $22M |
| Verity and Verity | Dec 2023 | 235k | $17M |