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SOUTHERN CO
SOUTHERN CO. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 993 Institutional holders with a total value of $21,017,568,898.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Private Advisor Group, LLC 2,500 0 0.00% Call
2 WELLS FARGO & COMPANY/MN 600 0 0.00% Put
3 LBA Wealth Management, LLC 30 1,000 0.00%
4 Hoxton Financial, Inc. 19 1,000 0.00%
5 PIERSHALE FINANCIAL GROUP, INC. 12 1,000 0.00%
6 Cornerstone Advisors, Inc. 75 3,000 0.00%
7 America First Investment Advisors, LLC 100 5,000 0.00%
8 Jolley Asset Management, LLC 100 5,000 0.00%
9 SRH ADVISORS, LLC 118 5,000 0.00%
10 Parallax Volatility Advisers, L.P. 100 5,000 0.00% Call
11 Smith Affiliated Capital Corp. 75 5,804 0.00% PRN
12 CFS, LLC 125 6,000 0.00%
13 NEW YORK LIFE TRUST CO 123 6,000 0.00%
14 SMITH ASSET MANAGEMENT GROUP LP 123 6,000 0.00%
15 COUNTRY TRUST BANK 162 7,352 0.00%
16 Capital Advisors, Ltd. LLC 200 9,000 0.00%
17 GROUP ONE TRADING LLC 200 9,000 0.00%
18 COLONY GROUP LLC 200 9,000 0.00%
19 CKW FINANCIAL GROUP 200 9,000 0.00%
20 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 200 9,000 0.00%
21 Highlander Capital Management, LLC 220 10,020 0.00%
22 Torch Wealth Management LLC 268 12,000 0.00%
23 AlphaMark Advisors, LLC 295 13,000 0.00% SH
24 NEXT Financial Group, Inc 300 13,000 0.00%
25 WEALTHCARE CAPITAL MANAGEMENT LLC 300 14,000 0.00%
26 Hirtle Callaghan & Co LLC 340 15,000 0.00%
27 HOWE & RUSLING INC 365 17,000 0.00%
28 PATHSTONE FAMILY OFFICE, LLC 400 18,000 0.00%
29 D'Orazio & Associates, Inc. 400 18,000 0.00%
30 WOLVERINE ASSET MANAGEMENT LLC 141 19,000 0.00% Call
31 Field & Main Bank 440 20,000 0.00%
32 AGF INVESTMENTS INC. 500 23,000 0.00%
33 Baltimore-Washington Financial Advisors, Inc. 500 23,000 0.00%
34 Stevens First Principles Investment Advisors 500 23,000 0.00%
35 Camarda Financial Advisors, LLC 550 25,000 0.00%
36 WOLVERINE ASSET MANAGEMENT LLC 205 26,000 0.00% Put
37 Alexandria Capital, LLC 620 28,000 0.00%
38 VALLEY NATIONAL BANCORP 620 29,000 0.00%
39 MYCIO WEALTH PARTNERS, LLC 661 30,000 0.00%
40 TOMPKINS FINANCIAL CORP 774 35,000 0.00%
41 Formidable Asset Management, LLC 800 36,000 0.00%
42 MU Investments Co., Ltd. 800 36,000 0.00%
43 WealthTrust Fairport, LLC 800 36,000 0.00%
44 ATWOOD & PALMER INC 800 36,000 0.00%
45 Visionary Asset Management, Inc. 814 37,000 0.00%
46 Fusion Investment Group, LLC 835 38,000 0.00%
47 Tower Research Capital LLC (TRC) 907 41,000 0.00%
48 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 900 41,000 0.00%
49 Apriem Advisors 893 41,000 0.00%
50 JFS WEALTH ADVISORS, LLC 900 41,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.