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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 TREDJE AP-FONDEN 1 0 0.00%
2 Kovack Advisors, Inc. 1 0 0.00% Call
3 WELLS FARGO & COMPANY/MN 300 0 0.00% Put
4 PHH INVESTMENTS, LTD. 1 1,000 0.00%
5 Ironwood Financial, llc 12 1,000 0.00%
6 CUTLER GROUP LLC / CA 6,700 1,000 0.00% Put
7 CUTLER GROUP LLC / CA 10,700 2,000 0.00% Call
8 Creative Planning 2,000 2,000 0.00% Call
9 DELPHI PRIVATE ADVISORS LLC 53 3,000 0.00%
10 SMITH ASSET MANAGEMENT GROUP LP 59 3,000 0.00%
11 INR ADVISORY SERVICES LLC 54 3,000 0.00%
12 BUTENSKY & COHEN FINANCIAL SECURITY, INC 70 3,000 0.00%
13 WealthTrust-Arizona, LLC 60 3,000 0.00%
14 Hillsdale Investment Management Inc. 80 4,000 0.00%
15 LOOMIS SAYLES & CO L P 74 4,000 0.00%
16 JAMES INVESTMENT RESEARCH, INC. 96 5,000 0.00%
17 ARMBRUSTER CAPITAL MANAGEMENT, INC. 100 5,000 0.00%
18 Jolley Asset Management, LLC 100 5,000 0.00%
19 Edge Wealth Management LLC 120 6,000 0.00%
20 ALPHA WINDWARD LLC 115 6,000 0.00%
21 ISRAEL DISCOUNT BANK OF NEW YORK 135 7,000 0.00%
22 Plante Moran Financial Advisors, LLC 182 9,000 0.00%
23 SONORA INVESTMENT MANAGEMENT, LLC 200 9,838 0.00%
24 GUIDANT WEALTH ADVISORS 200 10,000 0.00%
25 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 195 10,000 0.00%
26 Winch Advisory Services, LLC 200 10,000 0.00%
27 Capital Advisors, Ltd. LLC 200 10,000 0.00%
28 CKW FINANCIAL GROUP 200 10,000 0.00%
29 Live Your Vision, LLC 200 10,000 0.00%
30 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 200 10,000 0.00%
31 PROFICIO CAPITAL PARTNERS LLC 230 11,000 0.00%
32 Tortoise Investment Management, LLC 238 12,000 0.00%
33 IBEX WEALTH ADVISORS 238 12,000 0.00%
34 TD Capital Management LLC 306 15,000 0.00%
35 PINKERTON WEALTH, LLC 310 15,000 0.00%
36 MASCOMA WEALTH MANAGEMENT LLC 300 15,000 0.00%
37 FRED ALGER MANAGEMENT, LLC 298 15,000 0.00%
38 Highlander Capital Management, LLC 320 16,000 0.00%
39 CENTERSTAR FUND, LLC 337 17,000 0.00% PRN
40 Tradewinds Capital Management, LLC 338 17,000 0.00%
41 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 364 18,000 0.00%
42 Parkside Financial Bank & Trust 380 18,000 0.00%
43 COUNTRY TRUST BANK 377 19,000 0.00%
44 FUSION FAMILY WEALTH, LLC 393 19,000 0.00% SH
45 Nelson Capital Management, LLC 400 20,000 0.00%
46 PEDDOCK CAPITAL ADVISORS, LLC 400 20,000 0.00%
47 ATWOOD & PALMER INC 400 20,000 0.00%
48 EMPIRICAL FINANCE, LLC 391 20,000 0.00%
49 WESTSIDE INVESTMENT MANAGEMENT, INC. 434 21,153 0.00%
50 HOWE & RUSLING INC 454 22,000 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.