Dark
Light
System
Security
SOUTHERN CO
SOUTHERN CO. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 1,030 Institutional holders with a total value of $19,732,649,119.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 52,281,728 2,190,604,000 11.10%
2 STATE STREET CORP 42,037,970 1,761,392,000 8.93%
3 FRANKLIN RESOURCES INC 34,539,136 1,447,190,000 7.33%
4 BlackRock Institutional Trust Company, N.A. 24,351,913 1,020,345,000 5.17%
5 BlackRock Fund Advisors 13,967,404 585,234,000 2.97%
6 Bank of New York Mellon Corp 12,253,559 513,424,000 2.60%
7 FEDERATED HERMES, INC. 11,720,606 491,093,000 2.49%
8 NORTHERN TRUST CORP 11,257,221 471,677,000 2.39%
9 WELLS FARGO & COMPANY/MN 8,908,804 373,278,000 1.89%
10 FMR LLC 8,895,455 372,719,000 1.89%
11 BlackRock Group LTD 8,228,663 344,781,000 1.75%
12 GEODE CAPITAL MANAGEMENT, LLC 7,468,038 312,318,000 1.58%
13 Legal & General Group Plc 5,835,716 244,521,000 1.24%
14 APG Asset Management N.V. 5,777,520 242,078,000 1.23%
15 NORGES BANK 5,703,412 238,973,000 1.21%
16 Capital Research Global Investors 5,500,000 230,450,000 1.17%
17 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 5,030,643 210,784,000 1.07%
18 NORDEA INVESTMENT MANAGEMENT AB 5,018,206 210,263,000 1.07%
19 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,908,023 205,646,000 1.04%
20 DEUTSCHE BANK AG\ 4,661,728 195,321,000 0.99%
21 VOYA INVESTMENT MANAGEMENT LLC 3,992,781 167,298,000 0.85%
22 BANK OF AMERICA CORP /DE/ 3,672,028 153,858,000 0.78%
23 JANUS HENDERSON INVESTORS US LLC 3,526,997 147,781,000 0.75%
24 GOLDMAN SACHS GROUP INC 3,525,441 147,716,000 0.75%
25 ANALYTIC INVESTORS, LLC 3,408,356 142,810,000 0.72%
26 Swiss National Bank 3,241,124 135,803,000 0.69%
27 Hexavest Inc. 3,188,972 133,618,000 0.68%
28 MORGAN STANLEY 2,893,413 121,234,000 0.61%
29 Epoch Investment Partners, Inc. 2,845,531 119,228,000 0.60%
30 Invesco Ltd. 2,721,852 114,046,000 0.58%
31 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,632,428 110,299,000 0.56%
32 Sumitomo Mitsui Trust Group, Inc. 2,542,659 106,537,000 0.54%
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,447,692 102,559,000 0.52%
34 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,432,740 101,932,000 0.52%
35 NEW YORK STATE COMMON RETIREMENT FUND 2,418,489 101,335,000 0.51%
36 Mitsubishi UFJ Trust & Banking Corp 2,164,301 90,684,000 0.46%
37 OppenheimerFunds, Inc. 2,126,530 89,102,000 0.45%
38 BlackRock Finance, Inc. 2,087,013 87,445,000 0.44%
39 RAYMOND JAMES & ASSOCIATES 2,056,813 86,180,000 0.44%
40 PGGM Investments 1,948,960 81,661,000 0.41%
41 JPMORGAN CHASE & CO 1,755,643 73,562,000 0.37%
42 GUGGENHEIM CAPITAL LLC 1,699,659 71,216,000 0.36%
43 PRICE T ROWE ASSOCIATES INC /MD/ 1,697,322 71,118,000 0.36%
44 LORD, ABBETT & CO. LLC 1,675,200 70,191,000 0.36%
45 ALLIANCEBERNSTEIN L.P. 1,663,880 69,717,000 0.35%
46 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1,658,821 69,505,000 0.35%
47 BlackRock Investment Management, LLC 1,641,511 68,779,000 0.35%
48 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1,617,233 67,762,000 0.34%
49 PARAMETRIC PORTFOLIO ASSOCIATES LLC 1,613,972 67,625,000 0.34%
50 CITIGROUP INC 1,609,154 67,424,000 0.34%
Page 1 of 21

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.