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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 PIERSHALE FINANCIAL GROUP, INC. 12 1,000 0.00%
2 Ironwood Financial, llc 12 1,000 0.00%
3 Plante Moran Financial Advisors, LLC 37 2,000 0.00%
4 D. SCOTT NEAL, INC. 34 2,000 0.00%
5 SMITH ASSET MANAGEMENT GROUP LP 59 3,000 0.00%
6 WealthTrust-Arizona, LLC 60 3,000 0.00%
7 INR ADVISORY SERVICES LLC 53 3,000 0.00%
8 HERNDON CAPITAL MANAGEMENT LLC 86 4,000 0.00%
9 LOOMIS SAYLES & CO L P 74 4,000 0.00%
10 DELPHI PRIVATE ADVISORS LLC 76 4,000 0.00%
11 BUTENSKY & COHEN FINANCIAL SECURITY, INC 70 4,000 0.00%
12 Jolley Asset Management, LLC 100 5,000 0.00%
13 Hillsdale Investment Management Inc. 100 5,000 0.00%
14 ARMBRUSTER CAPITAL MANAGEMENT, INC. 100 5,000 0.00%
15 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 125 6,000 0.00%
16 PROFICIO CAPITAL PARTNERS LLC 121 6,000 0.00%
17 ALPHA WINDWARD LLC 115 6,000 0.00%
18 FT OPTIONS LLC 100,000 9,000 0.00% Call
19 Live Your Vision, LLC 200 10,000 0.00%
20 CUTLER GROUP LLC / CA 14,500 10,000 0.00% Call
21 GUIDANT WEALTH ADVISORS 200 10,000 0.00%
22 CKW FINANCIAL GROUP 200 10,000 0.00%
23 Winch Advisory Services, LLC 200 10,000 0.00%
24 Capital Advisors, Ltd. LLC 200 10,000 0.00%
25 SONORA INVESTMENT MANAGEMENT, LLC 200 10,260 0.00%
26 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 212 11,000 0.00%
27 Lenox Wealth Advisors, LLC 281 14,000 0.00%
28 Cornerstone Advisors, Inc. 276 14,000 0.00%
29 FRED ALGER MANAGEMENT, LLC 298 15,000 0.00%
30 TD Capital Management LLC 306 16,000 0.00%
31 PINKERTON WEALTH, LLC 312 16,000 0.00%
32 Highlander Capital Management, LLC 320 16,000 0.00%
33 Tradewinds Capital Management, LLC 338 17,000 0.00%
34 Parkside Financial Bank & Trust 338 18,000 0.00%
35 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 364 18,000 0.00%
36 Clean Yield Group 415 21,000 0.00%
37 ARCADIA INVESTMENT MANAGEMENT CORP/MI 413 21,000 0.00%
38 ATWOOD & PALMER INC 400 21,000 0.00%
39 MV CAPITAL MANAGEMENT, INC. 400 21,000 0.00%
40 PEDDOCK CAPITAL ADVISORS, LLC 400 21,000 0.00%
41 HOWE & RUSLING INC 454 23,000 0.00%
42 First Personal Financial Services 452 23,000 0.00%
43 JFS WEALTH ADVISORS, LLC 491 25,000 0.00%
44 AlphaMark Advisors, LLC 489 25,000 0.00% SH
45 ASSET PLANNING SERVICES, LTD. 497 25,000 0.00%
46 Commonwealth Financial Services, LLC 488 25,000 0.00%
47 Cypress Capital Management LLC (WY) 500 25,650 0.00%
48 Lowe Wealth Advisors, LLC 500 26,000 0.00%
49 Perigon Wealth Management, LLC 500 26,000 0.00%
50 Stevens First Principles Investment Advisors 500 26,000 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.