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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 QUADRANT CAPITAL GROUP LLC 41 0 0.00%
2 Mitsubishi UFJ Securities Holdings Co., Ltd. 20 1,000 0.00%
3 Hoxton Financial, Inc. 19 1,000 0.00%
4 SMITH ASSET MANAGEMENT GROUP LP 59 2,000 0.00%
5 FIRST NEW YORK SECURITIES LLC /NY 80 3,352 0.00%
6 Jolley Asset Management, LLC 100 4,000 0.00%
7 SEARLE & CO. 136 5,000 0.00%
8 SRH ADVISORS, LLC 118 5,000 0.00%
9 Kessler Investment Group, LLC 110 5,000 0.00%
10 Riggs Asset Managment Co. Inc. 202 8,000 0.00%
11 NewSquare Capital LLC 200 8,000 0.00%
12 WealthTrust-Arizona, LLC 200 8,000 0.00%
13 CKW FINANCIAL GROUP 200 8,000 0.00%
14 MV CAPITAL MANAGEMENT, INC. 200 8,000 0.00%
15 Highlander Capital Management, LLC 220 9,000 0.00%
16 JUNCTURE WEALTH STRATEGIES, LLC 61 9,000 0.00% Call
17 AlphaMark Advisors, LLC 295 12,000 0.00%
18 Aris Wealth Services, Inc. 320 13,000 0.00%
19 Cornerstone Advisors, Inc. 301 13,000 0.00%
20 SUMMIT SECURITIES GROUP LLC 300 13,000 0.00%
21 RATIONAL ADVISORS, INC. 318 13,000 0.00%
22 WOLVERINE ASSET MANAGEMENT LLC 100 14,000 0.00% Put
23 Tradewinds Capital Management, LLC 338 14,000 0.00%
24 Vigilant Capital Management, LLC 350 15,000 0.00%
25 BALENTINE LLC 355 15,000 0.00%
26 Bouchey Financial Group Ltd 44,690 16,000 0.00%
27 Catamount Wealth Management 400 17,000 0.00%
28 D'Orazio & Associates, Inc. 400 17,000 0.00%
29 Cable Hill Partners, LLC 400 17,000 0.00%
30 Tower Research Capital LLC (TRC) 479 20,000 0.00%
31 Independent Portfolio Consultants, Inc. 485 20,000 0.00%
32 Cypress Capital Management LLC (WY) 500 20,950 0.00%
33 ASSET PLANNING SERVICES, LTD. 497 21,000 0.00%
34 Camarda Financial Advisors, LLC 500 21,000 0.00%
35 ATWOOD & PALMER INC 500 21,000 0.00%
36 VALLEY NATIONAL ADVISERS INC 526 22,000 0.00%
37 Capital Advisors, Ltd. LLC 540 23,000 0.00%
38 COUNTRY TRUST BANK 571 24,000 0.00%
39 HOWE & RUSLING INC 565 24,000 0.00%
40 UBS Group AG 600 25,000 0.00% Call
41 Alexandria Capital, LLC 620 26,000 0.00%
42 Field & Main Bank 615 26,000 0.00%
43 TOMPKINS FINANCIAL CORP 646 27,000 0.00%
44 Apriem Advisors 700 29,000 0.00%
45 Baltimore-Washington Financial Advisors, Inc. 700 29,000 0.00%
46 ROYAL BANK OF CANADA 750 31,000 0.00% Call
47 TRUST DEPARTMENT MB FINANCIAL BANK N A 755 31,000 0.00%
48 Genesis Wealth Advisors, LLC 744 31,173 0.00%
49 AGF INVESTMENTS INC. 779 33,000 0.00%
50 Cordasco Financial Network 800 34,000 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.