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

Institutional Holders (2015Q1)
Portfolio Summary: 1,068 Institutional holders with a total value of $20,363,925,011.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 51,737,273 2,290,926,000 11.25%
2 STATE STREET CORP 44,224,649 1,958,270,000 9.62%
3 FRANKLIN RESOURCES INC 30,934,986 1,369,802,000 6.73%
4 BlackRock Institutional Trust Company, N.A. 24,818,739 1,098,974,000 5.40%
5 BlackRock Fund Advisors 14,268,816 631,823,000 3.10%
6 Bank of New York Mellon Corp 12,321,541 545,597,000 2.68%
7 FEDERATED HERMES, INC. 12,085,925 535,165,000 2.63%
8 NORTHERN TRUST CORP 11,142,079 493,371,000 2.42%
9 WELLS FARGO & COMPANY/MN 8,659,753 383,455,000 1.88%
10 FMR LLC 8,283,227 366,781,000 1.80%
11 BlackRock Group LTD 8,095,041 358,449,000 1.76%
12 Capital Research Global Investors 8,000,000 354,240,000 1.74%
13 GEODE CAPITAL MANAGEMENT, LLC 7,380,050 326,297,000 1.60%
14 NORGES BANK 5,703,412 252,547,000 1.24%
15 APG Asset Management N.V. 5,499,552 243,520,000 1.20%
16 Legal & General Group Plc 5,364,308 237,547,000 1.17%
17 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,844,711 214,523,000 1.05%
18 DEUTSCHE BANK AG\ 4,280,438 189,533,000 0.93%
19 BANK OF AMERICA CORP /DE/ 4,070,578 180,246,000 0.89%
20 GOLDMAN SACHS GROUP INC 3,867,585 171,257,000 0.84%
21 MORGAN STANLEY 3,814,073 168,885,000 0.83%
22 VOYA INVESTMENT MANAGEMENT LLC 3,721,761 164,800,000 0.81%
23 JANUS HENDERSON INVESTORS US LLC 3,683,469 163,104,000 0.80%
24 ANALYTIC INVESTORS, LLC 3,640,779 161,214,000 0.79%
25 Swiss National Bank 3,245,524 143,712,000 0.71%
26 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,583,162 135,409,000 0.66%
27 Invesco Ltd. 2,949,754 130,615,000 0.64%
28 Epoch Investment Partners, Inc. 2,844,356 125,948,000 0.62%
29 PRUDENTIAL FINANCIAL INC 2,636,327 116,737,000 0.57%
30 Sumitomo Mitsui Trust Group, Inc. 2,487,910 110,165,000 0.54%
31 NEW YORK STATE COMMON RETIREMENT FUND 2,450,982 108,529,000 0.53%
32 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,432,740 107,722,000 0.53%
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,387,461 105,717,000 0.52%
34 BB&T SECURITIES, LLC 233,201 103,261,000 0.51%
35 BlackRock Finance, Inc. 2,292,770 101,524,000 0.50%
36 JPMORGAN CHASE & CO 2,223,032 98,436,000 0.48%
37 OppenheimerFunds, Inc. 2,123,198 94,015,000 0.46%
38 Mitsubishi UFJ Trust & Banking Corp 2,056,151 91,046,000 0.45%
39 NORDEA INVESTMENT MANAGEMENT AB 1,992,491 88,228,000 0.43%
40 RAYMOND JAMES & ASSOCIATES 1,954,046 86,525,000 0.42%
41 TIAA CREF INVESTMENT MANAGEMENT LLC 1,847,768 81,819,000 0.40%
42 GUGGENHEIM CAPITAL LLC 1,792,411 79,369,000 0.39%
43 ALLIANCEBERNSTEIN L.P. 1,710,032 75,720,000 0.37%
44 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1,685,964 74,654,000 0.37%
45 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1,661,547 73,573,000 0.36%
46 PRICE T ROWE ASSOCIATES INC /MD/ 1,604,152 71,032,000 0.35%
47 UBS Group AG 1,581,561 70,032,000 0.34%
48 PARAMETRIC PORTFOLIO ASSOCIATES LLC 1,557,904 68,984,000 0.34%
49 BlackRock Investment Management, LLC 1,535,534 67,993,000 0.33%
50 RHUMBLINE ADVISERS 1,470,617 65,119,000 0.32%
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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.