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

Institutional Holders (2016Q1)
Portfolio Summary: 1,164 Institutional holders with a total value of $24,103,964,903.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 57,157,176 2,956,740,000 12.27%
2 STATE STREET CORP 45,685,547 2,363,311,000 9.80%
3 BlackRock Institutional Trust Company, N.A. 24,901,213 1,288,140,000 5.34%
4 BlackRock Fund Advisors 16,837,913 871,025,000 3.61%
5 FRANKLIN RESOURCES INC 12,750,646 659,590,000 2.74%
6 FEDERATED HERMES, INC. 12,045,820 623,131,000 2.59%
7 NORTHERN TRUST CORP 10,765,341 556,891,000 2.31%
8 Bank of New York Mellon Corp 10,520,353 544,218,000 2.26%
9 WELLS FARGO & COMPANY/MN 9,571,203 495,118,000 2.05%
10 FMR LLC 9,185,195 475,150,000 1.97%
11 BlackRock Group LTD 9,143,419 472,989,000 1.96%
12 NORGES BANK 7,673,905 396,971,000 1.65%
13 GEODE CAPITAL MANAGEMENT, LLC 7,682,592 396,644,000 1.65%
14 Legal & General Group Plc 6,046,780 312,748,000 1.30%
15 Capital Research Global Investors 5,500,000 284,515,000 1.18%
16 APG Asset Management N.V. 5,268,555 272,542,000 1.13%
17 NORDEA INVESTMENT MANAGEMENT AB 4,786,117 247,586,000 1.03%
18 BANK OF AMERICA CORP /DE/ 4,714,952 243,905,000 1.01%
19 PICTET ASSET MANAGEMENT LTD 4,370,665 210,579,000 0.87%
20 GOLDMAN SACHS GROUP INC 3,996,797 206,755,000 0.86%
21 Swiss National Bank 4,100,424 203,291,000 0.84%
22 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3,833,998 198,332,000 0.82%
23 Hexavest Inc. 3,673,797 190,046,000 0.79%
24 RENAISSANCE TECHNOLOGIES LLC 3,473,700 179,695,000 0.75%
25 Invesco Ltd. 3,464,641 179,225,000 0.74%
26 DEUTSCHE BANK AG\ 3,464,206 179,197,000 0.74%
27 MORGAN STANLEY 3,299,444 170,681,000 0.71%
28 JANUS HENDERSON INVESTORS US LLC 3,292,997 170,347,000 0.71%
29 Epoch Investment Partners, Inc. 3,034,195 156,959,000 0.65%
30 Sumitomo Mitsui Trust Group, Inc. 2,745,048 142,001,000 0.59%
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,645,535 136,854,000 0.57%
32 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,492,628 128,944,000 0.53%
33 NEW YORK STATE COMMON RETIREMENT FUND 2,391,500 123,712,000 0.51%
34 ROYAL BANK OF CANADA 2,319,450 119,985,000 0.50%
35 Mitsubishi UFJ Trust & Banking Corp 2,277,721 117,827,000 0.49%
36 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,237,640 115,753,000 0.48%
37 RAYMOND JAMES & ASSOCIATES 2,152,863 111,368,000 0.46%
38 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2,120,067 109,671,000 0.45%
39 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,016,181 104,297,000 0.43%
40 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1,984,132 102,639,000 0.43%
41 PGGM Investments 1,968,318 101,821,000 0.42%
42 ACADIAN ASSET MANAGEMENT LLC 1,918,901 99,268,000 0.41%
43 ANALYTIC INVESTORS, LLC 1,910,485 98,829,000 0.41%
44 BlackRock Finance, Inc. 1,866,295 96,544,000 0.40%
45 TIAA CREF INVESTMENT MANAGEMENT LLC 1,861,609 96,301,000 0.40%
46 TD ASSET MANAGEMENT INC 1,760,756 91,084,000 0.38%
47 PRICE T ROWE ASSOCIATES INC /MD/ 1,748,532 90,452,000 0.38%
48 CANADA LIFE ASSURANCE Co 1,727,918 89,262,000 0.37%
49 LORD, ABBETT & CO. LLC 1,704,200 88,158,000 0.37%
50 BlackRock Investment Management, LLC 1,658,392 85,789,000 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.