Dark
Light
System
Security
SOUTHERN CO
SOUTHERN CO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 1,225 Institutional holders with a total value of $26,160,061,942.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 66,069,284 3,249,947,000 12.42%
2 STATE STREET CORP 48,384,854 2,380,056,000 9.10%
3 BlackRock Institutional Trust Company, N.A. 26,815,691 1,319,064,000 5.04%
4 BlackRock Fund Advisors 18,100,480 890,363,000 3.40%
5 Capital Research Global Investors 16,513,074 812,278,000 3.11%
6 FRANKLIN RESOURCES INC 16,455,678 809,455,000 3.09%
7 WELLS FARGO & COMPANY/MN 15,806,184 777,507,000 2.97%
8 FEDERATED HERMES, INC. 15,129,318 744,211,000 2.84%
9 NORTHERN TRUST CORP 11,813,446 581,103,000 2.22%
10 Bank of New York Mellon Corp 11,401,248 560,829,000 2.14%
11 BlackRock Group LTD 9,940,991 488,996,000 1.87%
12 GEODE CAPITAL MANAGEMENT, LLC 8,848,621 434,738,000 1.66%
13 NORGES BANK 7,887,587 387,991,000 1.48%
14 Legal & General Group Plc 6,549,735 322,202,000 1.23%
15 PRICE T ROWE ASSOCIATES INC /MD/ 5,886,820 289,573,000 1.11%
16 FMR LLC 5,432,418 267,220,000 1.02%
17 MORGAN STANLEY 5,340,455 262,699,000 1.00%
18 Capital World Investors 5,022,775 247,070,000 0.94%
19 Capital International Investors 4,916,600 241,848,000 0.92%
20 JANUS HENDERSON INVESTORS US LLC 4,820,783 237,135,000 0.91%
21 GOLDMAN SACHS GROUP INC 4,648,419 228,656,000 0.87%
22 PICTET ASSET MANAGEMENT LTD 4,437,628 218,287,000 0.83%
23 BANK OF AMERICA CORP /DE/ 4,343,383 213,651,000 0.82%
24 Invesco Ltd. 4,166,745 204,963,000 0.78%
25 Swiss National Bank 4,137,324 203,515,000 0.78%
26 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,069,225 200,165,000 0.77%
27 APG Asset Management N.V. 3,960,150 184,688,000 0.71%
28 NORDEA INVESTMENT MANAGEMENT AB 3,378,447 166,186,000 0.64%
29 TIAA CREF INVESTMENT MANAGEMENT LLC 3,337,296 164,162,000 0.63%
30 Epoch Investment Partners, Inc. 3,095,504 152,268,000 0.58%
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,003,988 147,767,000 0.56%
32 Sumitomo Mitsui Trust Group, Inc. 2,966,900 145,942,000 0.56%
33 AMERIPRISE FINANCIAL INC 2,882,806 141,340,000 0.54%
34 DEUTSCHE BANK AG\ 2,836,163 139,506,000 0.53%
35 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,737,160 134,641,000 0.51%
36 AQR CAPITAL MANAGEMENT LLC 2,698,478 132,738,000 0.51%
37 ROYAL BANK OF CANADA 2,646,271 130,169,000 0.50%
38 RAYMOND JAMES & ASSOCIATES 2,641,050 129,913,000 0.50%
39 Mitsubishi UFJ Trust & Banking Corp 2,547,075 125,291,000 0.48%
40 NEW YORK STATE COMMON RETIREMENT FUND 2,501,600 123,054,000 0.47%
41 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,487,628 122,366,000 0.47%
42 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,221,589 109,280,000 0.42%
43 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 2,211,973 108,673,000 0.42%
44 CANADA LIFE ASSURANCE Co 2,023,382 99,874,000 0.38%
45 BlackRock Finance, Inc. 2,027,126 99,714,000 0.38%
46 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2,016,655 99,199,000 0.38%
47 PGGM Investments 1,995,688 98,168,000 0.38%
48 TOBAM 1,995,392 98,153,000 0.38%
49 BlackRock Investment Management, LLC 1,881,927 92,572,000 0.35%
50 TD ASSET MANAGEMENT INC 1,776,821 87,402,000 0.33%
Page 1 of 25

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.