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

Institutional Holders (2015Q4)
Portfolio Summary: 1,105 Institutional holders with a total value of $21,547,218,260.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 54,686,446 2,558,779,000 11.88%
2 STATE STREET CORP 42,354,249 1,981,754,000 9.20%
3 BlackRock Institutional Trust Company, N.A. 24,511,119 1,146,875,000 5.32%
4 FRANKLIN RESOURCES INC 21,238,924 993,769,000 4.61%
5 BlackRock Fund Advisors 15,481,593 724,384,000 3.36%
6 FEDERATED HERMES, INC. 11,650,887 545,145,000 2.53%
7 NORTHERN TRUST CORP 10,662,797 498,912,000 2.32%
8 Bank of New York Mellon Corp 10,591,341 495,570,000 2.30%
9 WELLS FARGO & COMPANY/MN 9,364,719 438,175,000 2.03%
10 FMR LLC 9,105,249 426,034,000 1.98%
11 BlackRock Group LTD 8,649,480 404,709,000 1.88%
12 GEODE CAPITAL MANAGEMENT, LLC 7,516,456 350,988,000 1.63%
13 Legal & General Group Plc 6,075,478 284,319,000 1.32%
14 NORGES BANK 5,929,636 277,448,000 1.29%
15 APG Asset Management N.V. 5,529,795 258,739,108 1.20%
16 Capital Research Global Investors 5,500,000 257,345,000 1.19%
17 NORDEA INVESTMENT MANAGEMENT AB 5,041,164 235,876,000 1.09%
18 BANK OF AMERICA CORP /DE/ 4,516,639 211,334,000 0.98%
19 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4,088,815 191,316,000 0.89%
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,003,897 187,342,000 0.87%
21 Hexavest Inc. 3,833,152 179,353,000 0.83%
22 PICTET ASSET MANAGEMENT LTD 3,650,595 170,811,000 0.79%
23 MORGAN STANLEY 3,452,709 161,555,000 0.75%
24 Invesco Ltd. 3,434,636 160,706,000 0.75%
25 Swiss National Bank 3,433,624 160,659,000 0.75%
26 DEUTSCHE BANK AG\ 3,105,198 145,286,000 0.67%
27 Epoch Investment Partners, Inc. 3,038,254 142,159,000 0.66%
28 GOLDMAN SACHS GROUP INC 2,952,286 138,138,000 0.64%
29 JANUS HENDERSON INVESTORS US LLC 2,832,897 132,551,000 0.62%
30 Sumitomo Mitsui Trust Group, Inc. 2,570,469 121,506,000 0.56%
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,547,599 119,203,000 0.55%
32 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,546,428 119,147,000 0.55%
33 RENAISSANCE TECHNOLOGIES LLC 2,483,400 116,198,000 0.54%
34 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,431,240 113,758,000 0.53%
35 ROYAL BANK OF CANADA 2,385,504 111,619,000 0.52%
36 NEW YORK STATE COMMON RETIREMENT FUND 2,346,800 109,807,000 0.51%
37 BlackRock Finance, Inc. 2,338,650 109,426,000 0.51%
38 Mitsubishi UFJ Trust & Banking Corp 2,218,515 103,804,000 0.48%
39 RAYMOND JAMES & ASSOCIATES 2,054,346 96,123,000 0.45%
40 ANALYTIC INVESTORS, LLC 1,996,520 93,417,000 0.43%
41 PGGM Investments 1,926,815 90,156,000 0.42%
42 PARAMETRIC PORTFOLIO ASSOCIATES LLC 1,875,965 87,776,000 0.41%
43 TD ASSET MANAGEMENT INC 1,774,742 83,040,000 0.39%
44 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1,736,733 81,262,000 0.38%
45 PRICE T ROWE ASSOCIATES INC /MD/ 1,727,772 80,842,000 0.38%
46 UBS Group AG 1,724,706 80,699,000 0.37%
47 BlackRock Investment Management, LLC 1,687,650 78,965,000 0.37%
48 ARIEL INVESTMENTS, LLC 1,665,185 77,914,000 0.36%
49 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1,617,364 75,676,000 0.35%
50 LORD, ABBETT & CO. LLC 1,611,500 75,402,000 0.35%
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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.