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

Institutional Holders (2014Q3)
Portfolio Summary: 971 Institutional holders with a total value of $20,111,967,974.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 49,377,208 2,155,316,000 10.72%
2 STATE STREET CORP 42,819,337 1,869,057,000 9.29%
3 FRANKLIN RESOURCES INC 37,420,527 1,633,406,000 8.12%
4 BlackRock Institutional Trust Company, N.A. 23,950,887 1,045,456,000 5.20%
5 BlackRock Fund Advisors 12,590,968 549,596,000 2.73%
6 Bank of New York Mellon Corp 12,394,918 541,037,000 2.69%
7 Capital Research Global Investors 12,000,000 523,800,000 2.60%
8 FEDERATED HERMES, INC. 11,498,106 501,892,000 2.50%
9 NORTHERN TRUST CORP 11,247,845 490,968,000 2.44%
10 FMR LLC 10,207,394 445,553,000 2.22%
11 WELLS FARGO & COMPANY/MN 8,450,837 368,878,000 1.83%
12 BlackRock Group LTD 7,471,793 326,144,000 1.62%
13 APG Asset Management N.V. 6,864,043 299,615,000 1.49%
14 GEODE CAPITAL MANAGEMENT, LLC 6,725,556 293,205,000 1.46%
15 BANK OF AMERICA CORP /DE/ 5,692,014 248,456,000 1.24%
16 Legal & General Group Plc 5,337,560 232,994,000 1.16%
17 NORGES BANK 5,284,275 230,659,000 1.15%
18 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,695,096 204,942,000 1.02%
19 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 4,445,300 194,037,000 0.96%
20 MORGAN STANLEY 3,372,740 147,221,000 0.73%
21 GOLDMAN SACHS GROUP INC 3,261,435 142,361,000 0.71%
22 NORDEA INVESTMENT MANAGEMENT AB 3,256,803 142,159,000 0.71%
23 DEUTSCHE BANK AG\ 3,130,180 136,626,000 0.68%
24 Swiss National Bank 2,949,424 128,742,000 0.64%
25 Epoch Investment Partners, Inc. 2,794,587 121,984,000 0.61%
26 WELLINGTON MANAGEMENT GROUP LLP 2,654,585 115,872,000 0.58%
27 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,545,526 111,112,000 0.55%
28 Invesco Ltd. 2,534,184 110,618,000 0.55%
29 NEW YORK STATE COMMON RETIREMENT FUND 2,529,522 110,414,000 0.55%
30 JANUS HENDERSON INVESTORS US LLC 2,457,927 107,289,000 0.53%
31 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,434,320 106,258,000 0.53%
32 BB&T SECURITIES, LLC 241,184 105,276,000 0.52%
33 AMERICAN CENTURY COMPANIES INC 2,324,808 101,478,000 0.50%
34 Sumitomo Mitsui Trust Group, Inc. 2,278,795 99,469,000 0.49%
35 Energy Income Partners, LLC 2,245,495 98,016,000 0.49%
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,118,715 92,482,000 0.46%
37 Mitsubishi UFJ Trust & Banking Corp 2,046,741 89,340,000 0.44%
38 BlackRock Finance, Inc. 2,026,644 88,463,000 0.44%
39 AMERIPRISE FINANCIAL INC 1,974,576 86,188,000 0.43%
40 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,951,703 85,192,000 0.42%
41 CREDIT SUISSE AG/ 1,928,000 84,157,000 0.42%
42 JPMORGAN CHASE & CO 1,907,635 83,268,000 0.41%
43 GUGGENHEIM CAPITAL LLC 1,879,000 82,020,000 0.41%
44 RAYMOND JAMES & ASSOCIATES 1,815,298 79,238,000 0.39%
45 STRALEM & CO INC 1,760,977 76,867,000 0.38%
46 ALLIANCEBERNSTEIN L.P. 1,754,065 76,565,000 0.38%
47 AMUNDI ASSET MANAGEMENT US, INC. 1,717,001 74,948,000 0.37%
48 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1,697,469 74,095,000 0.37%
49 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1,660,096 72,463,000 0.36%
50 UBS AG 1,645,706 71,834,000 0.36%
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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.