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

Institutional Holders (2016Q3)
Portfolio Summary: 1,174 Institutional holders with a total value of $26,127,655,789.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 64,137,160 3,290,235,000 12.59%
2 STATE STREET CORP 36,796,491 1,887,657,000 7.22%
3 BlackRock Institutional Trust Company, N.A. 26,749,855 1,372,268,000 5.25%
4 BlackRock Fund Advisors 18,073,616 927,177,000 3.55%
5 FEDERATED HERMES, INC. 15,478,429 794,043,000 3.04%
6 Capital Research Global Investors 13,854,000 710,710,000 2.72%
7 FRANKLIN RESOURCES INC 13,521,062 693,631,000 2.65%
8 WELLS FARGO & COMPANY/MN 12,220,635 626,918,000 2.40%
9 NORTHERN TRUST CORP 11,698,848 600,150,000 2.30%
10 Bank of New York Mellon Corp 11,091,671 569,002,000 2.18%
11 BlackRock Group LTD 9,734,585 499,385,000 1.91%
12 GEODE CAPITAL MANAGEMENT, LLC 8,548,204 437,840,000 1.68%
13 NORGES BANK 8,402,300 411,688,000 1.58%
14 Legal & General Group Plc 6,494,563 333,227,000 1.28%
15 MORGAN STANLEY 5,188,486 266,169,000 1.02%
16 CITIGROUP INC 5,073,900 260,291,000 1.00%
17 APG Asset Management N.V. 4,921,450 252,470,000 0.97%
18 JANUS HENDERSON INVESTORS US LLC 4,804,825 246,488,000 0.94%
19 PICTET ASSET MANAGEMENT LTD 4,699,730 241,096,000 0.92%
20 GOLDMAN SACHS GROUP INC 4,679,159 240,041,000 0.92%
21 Swiss National Bank 4,345,224 222,910,000 0.85%
22 Invesco Ltd. 4,162,660 213,544,000 0.82%
23 Capital International Investors 4,126,300 211,679,000 0.81%
24 BANK OF AMERICA CORP /DE/ 4,114,433 211,070,000 0.81%
25 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,069,783 208,780,000 0.80%
26 DEUTSCHE BANK AG\ 3,781,394 193,980,000 0.74%
27 FMR LLC 3,387,000 173,753,000 0.67%
28 NORDEA INVESTMENT MANAGEMENT AB 3,249,837 166,717,000 0.64%
29 TIAA CREF INVESTMENT MANAGEMENT LLC 3,164,886 162,359,000 0.62%
30 Epoch Investment Partners, Inc. 3,156,089 161,908,000 0.62%
31 Sumitomo Mitsui Trust Group, Inc. 2,926,052 150,106,000 0.57%
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,907,145 149,137,000 0.57%
33 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,737,160 140,416,000 0.54%
34 Mitsubishi UFJ Trust & Banking Corp 2,587,759 132,752,000 0.51%
35 RAYMOND JAMES & ASSOCIATES 2,560,105 131,333,000 0.50%
36 NEW YORK STATE COMMON RETIREMENT FUND 2,554,300 131,036,000 0.50%
37 AMERIPRISE FINANCIAL INC 2,536,785 130,032,000 0.50%
38 ROYAL BANK OF CANADA 2,499,268 128,213,000 0.49%
39 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,308,128 118,407,000 0.45%
40 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,300,420 118,012,000 0.45%
41 BlackRock Finance, Inc. 2,182,041 111,939,000 0.43%
42 AQR CAPITAL MANAGEMENT LLC 2,148,881 110,238,000 0.42%
43 TOBAM 2,130,032 109,271,000 0.42%
44 CANADA LIFE ASSURANCE Co 2,094,360 107,464,000 0.41%
45 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2,068,355 106,107,000 0.41%
46 ACADIAN ASSET MANAGEMENT LLC 2,064,749 105,922,000 0.41%
47 ANALYTIC INVESTORS, LLC 2,044,960 104,906,000 0.40%
48 PGGM Investments 2,029,226 104,099,000 0.40%
49 PRICE T ROWE ASSOCIATES INC /MD/ 1,941,562 99,602,000 0.38%
50 TD ASSET MANAGEMENT INC 1,928,557 98,935,000 0.38%
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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.