Southern Company Ownership 2024 | Who Owns Southern Company Now?
Institutional Ownership
66.58%
Insider Ownership
0.16%
Retail Ownership
33.26%
Institutional Holders
1.85K
Southern Company Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.21% | 0.15% | 100,763,937 | 674,303 | 0.67% | 7,816,258,593 | Jun 30, 2024 |
| BLACKROCK INC. | 7.10% | 0.14% | 77,690,343 | -14,999 | -0.02% | 6,026,439,880 | Jun 30, 2024 |
| STATE STREET CORP | 5.25% | 0.19% | 57,382,860 | -370,124 | -0.64% | 4,451,188,450,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.65% | 0.25% | 39,919,325 | 9,752,174 | 32.33% | 3,096,542,066 | Jun 30, 2024 |
| FMR LLC | 2.78% | 0.15% | 30,394,199 | -2,618,016 | -7.93% | 2,357,678,076 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.63% | 0.46% | 28,822,985 | 4,828,252 | 20.12% | 2,235,897,781 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.36% | 0.62% | 25,862,372 | -453,941 | -1.72% | 2,006,144,197 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.14% | 0.16% | 23,445,571 | 1,264,650 | 5.70% | 1,813,353,825 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.77% | 0.18% | 19,334,181 | -4,553,878 | -19.06% | 1,499,754,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.49% | 0.39% | 16,310,798 | -619,077 | -3.66% | 1,265,228,631 | Jun 30, 2024 |
| GQG PARTNERS LLC | 1.25% | 1.61% | 13,679,017 | 13,679,017 | 100.00% | 1,061,081,358 | Jun 30, 2024 |
| MORGAN STANLEY | 1.02% | 0.07% | 11,147,634 | 43,316 | 0.39% | 864,722,215 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.14% | 10,719,739 | 454,956 | 4.43% | 831,530,154,000 | Jun 30, 2024 |
| NORGES BANK | 0.97% | 0.12% | 10,612,381 | 10,612,381 | 100.00% | 823,202,394 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.97% | 0.18% | 10,573,263 | -31,001 | -0.29% | 820,167,811 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.87% | 0.20% | 9,493,556 | -53,279 | -0.56% | 736,409,834 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.77% | 0.06% | 8,474,457 | 621,050 | 7.91% | 657,363,672 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.69% | 0.18% | 7,541,878 | -1,098,631 | -12.71% | 600,596,741 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.66% | 0.13% | 7,196,412 | 3,705,282 | 106.13% | 558,226,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.65% | 0.10% | 7,096,961 | -114,658 | -1.59% | 550,511,311 | Jun 30, 2024 |
Southern Company's largest institutional shareholder is VANGUARD GROUP INC, holding 9.21% of the company's total share outstanding, currently valued at $7.82B. The top 10 institutional shareholders own together 38.38% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SIGNATURE WEALTH MANAGEMENT GROUP | 0.01% | 4.22% | 124,365 | 3,094 | 2.55% | 9,647,002 | Jun 30, 2024 |
| WINDLE WEALTH, LLC | 0.01% | 4.14% | 87,518 | -2,673 | -2.96% | 6,788,733 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS LTD | 0.16% | 3.94% | 1,738,839 | -660,362 | -27.52% | 134,881,741 | Jun 30, 2024 |
| CARSON ADVISORY INC. | 0.01% | 3.81% | 69,968 | 23 | 0.03% | 5,427,419 | Jun 30, 2024 |
| CHRONOS WEALTH MANAGEMENT, LLC | 0.01% | 3.64% | 84,426 | 483 | 0.58% | 6,548,925 | Jun 30, 2024 |
| AULL & MONROE INVESTMENT MANAGEMENT CORP | 0.01% | 3.22% | 84,885 | -3,596 | -4.06% | 6,584,524 | Jun 30, 2024 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 0.03% | 3.22% | 368,449 | -2,043 | -0.55% | 28,581,000 | Jun 30, 2024 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 0.01% | 3.04% | 117,363 | -2,888 | -2.40% | 9,103,829 | Jun 30, 2024 |
| INSIGHT FOLIOS INC | 0.01% | 2.99% | 93,896 | -245 | -0.26% | 7,283,535 | Jun 30, 2024 |
| WELCH GROUP, LLC | 0.07% | 2.94% | 789,281 | 211 | 0.03% | 61,224,525 | Jun 30, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | 0.00% | 2.94% | 53,690 | -2,243 | -4.01% | 4,164,761 | Jun 30, 2024 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 0.00% | 2.89% | 45,421 | -313 | -0.68% | 3,523,296 | Jun 30, 2024 |
| DDD PARTNERS, LLC | 0.03% | 2.66% | 295,742 | 1,691 | 0.58% | 22,940,707 | Jun 30, 2024 |
| BAUGH & ASSOCIATES, LLC | 0.01% | 2.56% | 61,283 | -2,431 | -3.82% | 4,933,923 | Jun 30, 2024 |
| OLD REPUBLIC INTERNATIONAL CORP | 0.07% | 2.42% | 766,000 | - | - | 59,419,000 | Jun 30, 2024 |
| LUMBARD & KELLNER, LLC | 0.01% | 2.42% | 65,983 | -418 | -0.63% | 5,118,301 | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 0.01% | 2.33% | 77,373 | -3,053 | -3.80% | 6,001,824 | Jun 30, 2024 |
| AMERICAN TRUST INVESTMENT ADVISORS, LLC | 0.01% | 2.29% | 60,782 | 4,637 | 8.26% | 4,714,860 | Jun 30, 2024 |
| NORRIS PERNE & FRENCH LLP/MI | 0.04% | 2.20% | 392,215 | -867 | -0.22% | 30,424,116 | Jun 30, 2024 |
| UNITED BANK | 0.01% | 2.19% | 56,508 | 346 | 0.62% | 4,383,326 | Jun 30, 2024 |
The largest Southern Company shareholder by % of total assets is SIGNATURE WEALTH MANAGEMENT GROUP. The company owns 124.36K shares of Southern Company (SO), representing 4.22% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GQG PARTNERS LLC | 1.25% | 1.61% | 13,679,017 | 13,679,017 | 100.00% | 1,061,081,358 | Jun 30, 2024 |
| NORGES BANK | 0.97% | 0.12% | 10,612,381 | 10,612,381 | 100.00% | 823,202,394 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.65% | 0.25% | 39,919,325 | 9,752,174 | 32.33% | 3,096,542,066 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.63% | 0.46% | 28,822,985 | 4,828,252 | 20.12% | 2,235,897,781 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.66% | 0.13% | 7,196,412 | 3,705,282 | 106.13% | 558,226,000 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.21% | 0.61% | 2,327,976 | 2,080,451 | 840.50% | 180,582,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.14% | 0.16% | 23,445,571 | 1,264,650 | 5.70% | 1,813,353,825 | Jun 30, 2024 |
| UBS GROUP AG | 0.35% | 0.07% | 3,862,491 | 927,187 | 31.59% | 299,613,419 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.08% | 0.06% | 872,373 | 841,435 | 2719.75% | 67,669,974 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.58% | 0.08% | 6,340,820 | 818,139 | 14.81% | 491,857,414 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.43% | 0.11% | 4,758,480 | 685,419 | 16.83% | 369,115,294 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.21% | 0.15% | 100,763,937 | 674,303 | 0.67% | 7,816,258,593 | Jun 30, 2024 |
| SOROBAN CAPITAL PARTNERS LP | 0.06% | 0.73% | 642,679 | 642,679 | 100.00% | 49,852,610 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.77% | 0.06% | 8,474,457 | 621,050 | 7.91% | 657,363,672 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.14% | 0.10% | 1,574,083 | 516,021 | 48.77% | 122,101,618 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.22% | 0.04% | 2,429,980 | 500,000 | 25.91% | 188,493,549 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.98% | 0.14% | 10,719,739 | 454,956 | 4.43% | 831,530,154,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.24% | 0.13% | 2,572,230 | 452,075 | 21.32% | 199,527,844 | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | 0.04% | 0.63% | 457,600 | 375,600 | 458.05% | 35,496,032 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.14% | 336,534 | 319,429 | 1867.46% | 26,104,942 | Jun 30, 2024 |
As of Jun 30 2024, Southern Company's largest institutional buyer is GQG PARTNERS LLC. The company purchased 13.68M stocks of SO, valued at $1.06B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.77% | 0.18% | 19,334,181 | -4,553,878 | -19.06% | 1,499,754,000 | Jun 30, 2024 |
| FMR LLC | 2.78% | 0.15% | 30,394,199 | -2,618,016 | -7.93% | 2,357,678,076 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.06% | 0.05% | 642,776 | -1,620,669 | -71.60% | 49,860,136 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.03% | 0.02% | 276,325 | -1,558,901 | -84.94% | 21,434,531 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.07% | 0.13% | 729,200 | -1,137,200 | -60.93% | 56,564,044 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.69% | 0.18% | 7,541,878 | -1,098,631 | -12.71% | 600,596,741 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.44% | 0.89% | 4,820,366 | -1,070,366 | -18.17% | 373,915,774,000 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.48% | 0.30% | 5,295,081 | -1,054,299 | -16.60% | 410,739,433 | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | 0.29% | 0.45% | 3,164,588 | -694,935 | -18.01% | 245,477,094 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS LTD | 0.16% | 3.94% | 1,738,839 | -660,362 | -27.52% | 134,881,741 | Jun 30, 2024 |
| INVESCO LTD. | 0.41% | 0.07% | 4,505,995 | -640,494 | -12.45% | 349,530,071 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.00% | 0.00% | 26,000 | -637,200 | -96.08% | 2,016,820 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -634,329 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.49% | 0.39% | 16,310,798 | -619,077 | -3.66% | 1,265,228,631 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | - | - | - | -613,265 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -607,651 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.14% | 0.07% | 1,518,960 | -603,885 | -28.45% | 117,809,650 | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | 0.06% | 0.97% | 611,434 | -600,213 | -49.54% | 47,428,935 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.07% | 0.06% | 801,623 | -584,830 | -42.18% | 62,181,896 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.03% | 0.03% | 325,118 | -555,249 | -63.07% | 25,219,400 | Jun 30, 2024 |
As of Jun 30 2024, Southern Company's biggest institutional seller is PRICE T ROWE ASSOCIATES INC /MD/. The company sold -4.55M shares of SO, valued at $1.50B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GQG PARTNERS LLC | 1.25% | 1.61% | 13,679,017 | 13,679,017 | 100.00% | 1,061,081,358 | Jun 30, 2024 |
| NORGES BANK | 0.97% | 0.12% | 10,612,381 | 10,612,381 | 100.00% | 823,202,394 | Jun 30, 2024 |
| SOROBAN CAPITAL PARTNERS LP | 0.06% | 0.73% | 642,679 | 642,679 | 100.00% | 49,852,610 | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | 0.03% | 0.26% | 306,800 | 306,800 | 100.00% | 23,798,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.12% | 270,974 | 270,974 | 100.00% | 21,019,453 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.02% | 0.00% | 232,075 | 232,075 | 100.00% | 6,549,000 | Jun 30, 2024 |
| COVALIS CAPITAL LLP | 0.02% | 2.03% | 192,044 | 192,044 | 100.00% | 14,896,853 | Jun 30, 2024 |
| UBS OCONNOR LLC | 0.02% | 0.92% | 190,300 | 190,300 | 100.00% | 14,761,571 | Jun 30, 2024 |
| KLINGENSTEIN FIELDS & CO LP | 0.01% | 0.44% | 136,961 | 136,961 | 100.00% | 10,624,064 | Jun 30, 2024 |
| SHAOLIN CAPITAL MANAGEMENT LLC | 0.01% | 0.27% | 125,000 | 125,000 | 100.00% | 9,696,250,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.02% | 110,212 | 110,212 | 100.00% | 8,549,145 | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 0.01% | 0.08% | 106,970 | 106,970 | 100.00% | 8,298,000 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.14% | 84,311 | 84,311 | 100.00% | 6,540,004 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.12% | 79,420 | 79,420 | 100.00% | 6,160,609 | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | 0.01% | 0.35% | 64,292 | 64,292 | 100.00% | 4,987,130 | Jun 30, 2024 |
| TREK FINANCIAL, LLC | 0.01% | 0.39% | 62,556 | 62,556 | 100.00% | 4,852,469 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.00% | 0.13% | 48,547 | 48,547 | 100.00% | 3,765,791 | Jun 30, 2024 |
| PARKSIDE INVESTMENTS, LLC | 0.00% | 0.55% | 44,800 | 44,800 | 100.00% | 3,475,136 | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | 0.00% | 0.02% | 40,200 | 40,200 | 100.00% | 3,118,314 | Jun 30, 2024 |
| HODGES CAPITAL MANAGEMENT INC. | 0.00% | 0.21% | 40,018 | 40,018 | 100.00% | 3,104,197 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.03% | 37,893 | 37,893 | 100.00% | 2,939,360 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.08% | 36,800 | 36,800 | 100.00% | 2,854,576 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.34% | 35,025 | 35,025 | 100.00% | 1,080,470 | Jun 30, 2024 |
| STAMOS CAPITAL PARTNERS, L.P. | 0.00% | 0.56% | 34,070 | 34,070 | 100.00% | 2,642,810 | Jun 30, 2024 |
| MARSHALL FINANCIAL GROUP LLC | 0.00% | 0.68% | 31,418 | 31,418 | 100.00% | 2,437,069 | Jun 30, 2024 |
| SHOKER INVESTMENT COUNSEL, INC. | 0.00% | 0.77% | 28,219 | 28,219 | 100.00% | 2,188,948 | Jun 30, 2024 |
| WATERLOO CAPITAL, L.P. | 0.00% | 0.26% | 27,673 | 27,673 | 100.00% | 2,146,605 | Jun 30, 2024 |
| BAROMETER CAPITAL MANAGEMENT INC. | 0.00% | 0.83% | 27,640 | 27,640 | 100.00% | 2,144,035 | Jun 30, 2024 |
| CSS LLC/IL | 0.00% | 0.11% | 26,700 | 26,700 | 100.00% | 2,071,119 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.30% | 26,530 | 26,530 | 100.00% | 2,057,932 | Jun 30, 2024 |
| ADVANCED ASSET MANAGEMENT ADVISORS INC | 0.00% | 0.53% | 25,805 | 25,805 | 100.00% | 2,001,694 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.15% | 23,456 | 23,456 | 100.00% | 1,820,000 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.05% | 22,900 | 22,900 | 100.00% | 1,776,353 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.00% | 0.10% | 19,220 | 19,220 | 100.00% | 1,490,895 | Jun 30, 2024 |
| PRIMORIS WEALTH ADVISORS, LLC | 0.00% | 1.15% | 18,494 | 18,494 | 100.00% | 1,434,590 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.00% | 0.00% | 13,500 | 13,500 | 100.00% | 1,047,195 | Jun 30, 2024 |
| 0.00% | 0.76% | 13,295 | 13,295 | 100.00% | 1,031,293 | Jun 30, 2024 | |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.21% | 12,753 | 12,753 | 100.00% | 989,263 | Jun 30, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.28% | 11,619 | 11,619 | 100.00% | 901,320 | Jun 30, 2024 |
| LIVE OAK INVESTMENT PARTNERS | 0.00% | 0.74% | 11,532 | 11,532 | 100.00% | 894,539 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.00% | 0.02% | 9,990 | 9,990 | 100.00% | 774,925 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.06% | 9,781 | 9,781 | 100.00% | 758,719 | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | 0.00% | 0.04% | 9,608 | 9,608 | 100.00% | 745,293 | Jun 30, 2024 |
| AMG NATIONAL TRUST BANK | 0.00% | 0.02% | 8,328 | 8,328 | 100.00% | 646,004 | Jun 30, 2024 |
| GEOMETRIC WEALTH ADVISORS | 0.00% | 0.13% | 8,004 | 8,004 | 100.00% | 620,870 | Jun 30, 2024 |
| BAADER BANK AKTIENGESELLSCHAFT | 0.00% | 0.04% | 7,974 | 7,974 | 100.00% | 609,415 | Jun 30, 2024 |
| CERTIFIED ADVISORY CORP | 0.00% | 0.08% | 7,787 | 7,787 | 100.00% | 604,065 | Jun 30, 2024 |
| ASSET PLANNING CORPORATION | 0.00% | 0.43% | 7,400 | 7,400 | 100.00% | 574,018 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.07% | 6,853 | 6,853 | 100.00% | 535,000 | Jun 30, 2024 |
| RIVER WEALTH ADVISORS LLC | 0.00% | 0.07% | 6,713 | 6,713 | 100.00% | 520,725 | Jun 30, 2024 |
| FULLERTON FUND MANAGEMENT CO LTD. | 0.00% | 0.02% | 6,661 | 6,661 | 100.00% | 516,694 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.02% | 6,503 | 6,503 | 100.00% | 509,204 | Jun 30, 2024 |
| 0.00% | 0.20% | 6,435 | 6,435 | 100.00% | 499,163 | Jun 30, 2024 | |
| LEGACY ADVISORS, LLC | 0.00% | 0.06% | 6,190 | 6,190 | 100.00% | 480,189 | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 6,033 | 6,033 | 100.00% | 467,980 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.24% | 5,862 | 5,862 | 100.00% | 454,715 | Jun 30, 2024 |
| CORDATUS WEALTH MANAGEMENT LLC | 0.00% | 0.17% | 5,813 | 5,813 | 100.00% | 451,000 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.05% | 5,776 | 5,776 | 100.00% | 448,044 | Jun 30, 2024 |
| NAPLES MONEY MANAGEMENT LLC | 0.00% | 0.35% | 5,388 | 5,388 | 100.00% | 414,876 | Jun 30, 2024 |
| PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.03% | 5,369 | 5,369 | 100.00% | 416,453 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.07% | 5,342 | 5,342 | 100.00% | 414,379 | Jun 30, 2024 |
| OXFORD FINANCIAL GROUP LTD | 0.00% | 0.03% | 5,319 | 5,319 | 100.00% | 412,595 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.03% | 5,020 | 5,020 | 100.00% | 389,000 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.07% | 4,908 | 4,908 | 100.00% | 380,714 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.00% | 0.29% | 4,907 | 4,907 | 100.00% | 380,636 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.09% | 4,669 | 4,669 | 100.00% | 378,749 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.14% | 4,398 | 4,398 | 100.00% | 341,153 | Jun 30, 2024 |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 0.00% | 0.07% | 4,291 | 4,291 | 100.00% | 332,804 | Jun 30, 2024 |
| GENTRY PRIVATE WEALTH, LLC | 0.00% | 0.29% | 4,205 | 4,205 | 100.00% | 326,182 | Jun 30, 2024 |
| BLUEPRINT INVESTMENT PARTNERS LLC | 0.00% | 0.07% | 4,003 | 4,003 | 100.00% | 310,513 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 3,926 | 3,926 | 100.00% | 304,540 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.05% | 3,908 | 3,908 | 100.00% | 303,163 | Jun 30, 2024 |
| NARWHAL CAPITAL MANAGEMENT | 0.00% | 0.03% | 3,859 | 3,859 | 100.00% | 299,343 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.02% | 3,850 | 3,850 | 100.00% | 298,645 | Jun 30, 2024 |
| BRASS TAX WEALTH MANAGEMENT, INC | 0.00% | 0.11% | 3,823 | 3,823 | 100.00% | 296,556 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.09% | 3,485 | 3,485 | 100.00% | 270,297 | Jun 30, 2024 |
| BANQUE CANTONALE VAUDOISE | 0.00% | 0.01% | 3,484 | 3,484 | 100.00% | 271,000 | Jun 30, 2024 |
| WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 0.32% | 3,450 | 3,450 | 100.00% | 267,617 | Jun 30, 2024 |
| CENTERSTAR ASSET MANAGEMENT, LLC | 0.00% | 0.07% | 3,387 | 3,387 | 100.00% | 262,340 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.10% | 3,303 | 3,303 | 100.00% | 256,214 | Jun 30, 2024 |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 0.00% | 0.09% | 3,219 | 3,219 | 100.00% | 249,705 | Jun 30, 2024 |
| KEB ASSET MANAGEMENT, LLC | 0.00% | 0.08% | 3,162 | 3,162 | 100.00% | 245,276 | Jun 30, 2024 |
| INVESTMENT PLANNING ADVISORS, INC. | 0.00% | 0.12% | 3,156 | 3,156 | 100.00% | 244,777 | Jun 30, 2024 |
| 0.00% | 0.14% | 3,119 | 3,119 | 100.00% | 241,941 | Jun 30, 2024 | |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.00% | 0.01% | 3,056 | 3,056 | 100.00% | 237,063 | Jun 30, 2024 |
| REVISOR WEALTH MANAGEMENT LLC | 0.00% | 0.16% | 3,000 | 3,000 | 100.00% | 232,710 | Jun 30, 2024 |
| PDS PLANNING, INC | 0.00% | 0.02% | 2,993 | 2,993 | 100.00% | 232,167 | Jun 30, 2024 |
| ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD. | 0.00% | 0.01% | 2,956 | 2,956 | 100.00% | 229,000 | Jun 30, 2024 |
| LUTS & GREENLEIGH GROUP, INC | 0.00% | 0.24% | 2,927 | 2,927 | 100.00% | 227,052 | Jun 30, 2024 |
| JOEL ISAACSON & CO., LLC | 0.00% | 0.01% | 2,922 | 2,922 | 100.00% | 226,692 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.05% | 2,910 | 2,910 | 100.00% | 227,720 | Jun 30, 2024 |
| PARADIGM FINANCIAL PARTNERS, LLC | 0.00% | 0.03% | 2,874 | 2,874 | 100.00% | 222,963 | Jun 30, 2024 |
| STRATEGIC FINANCIAL SERVICES, INC, | 0.00% | 0.01% | 2,839 | 2,839 | 100.00% | 220,221 | Jun 30, 2024 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 0.00% | 0.08% | 2,822 | 2,822 | 100.00% | 218,934 | Jun 30, 2024 |
| OPINICUS CAPITAL, INC. | 0.00% | 0.18% | 2,812 | 2,812 | 100.00% | 218,162 | Jun 30, 2024 |
| HBW ADVISORY SERVICES LLC | 0.00% | 0.04% | 2,809 | 2,809 | 100.00% | 217,866 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.03% | 2,803 | 2,803 | 100.00% | 217,428 | Jun 30, 2024 |
| UNITED ADVISOR GROUP, LLC | 0.00% | 0.07% | 2,795 | 2,795 | 100.00% | 216,808 | Jun 30, 2024 |
| CATALYST FINANCIAL PARTNERS LLC | 0.00% | 0.05% | 2,779 | 2,779 | 100.00% | 215,567 | Jun 30, 2024 |
| PINE HAVEN INVESTMENT COUNSEL, INC | 0.00% | 0.18% | 2,773 | 2,773 | 100.00% | 215,102 | Jun 30, 2024 |
Southern Company's largest new institutional shareholder by number of shares is GQG PARTNERS LLC, purchased 13.68M shares, valued at $1.06B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -634,329 | -100.00% | - | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | - | - | - | -613,265 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -607,651 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -276,233 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -109,438 | -100.00% | - | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | - | - | - | -84,477 | -100.00% | - | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -79,978 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -78,438 | -100.00% | - | Jun 30, 2024 |
| PECONIC PARTNERS LLC | - | - | - | -76,819 | -100.00% | - | Jun 30, 2024 |
| BW GESTAO DE INVESTIMENTOS LTDA. | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -53,900 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -43,987 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -43,926 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -43,158 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT WEALTH MANAGEMENT LLC | - | - | - | -40,854 | -100.00% | - | Jun 30, 2024 |
| CONCENTRIC CAPITAL STRATEGIES, LP | - | - | - | -39,357 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -36,800 | -100.00% | - | Jun 30, 2024 |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | - | - | - | -29,046 | -100.00% | - | Jun 30, 2024 |
| KEENE & ASSOCIATES, INC. | - | - | - | -25,833 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | - | - | - | -22,400 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -21,700 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -21,400 | -100.00% | - | Jun 30, 2024 |
| SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -18,478 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -18,178 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC PLANNING GROUP, LLC | - | - | - | -17,517 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -16,280 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -15,275 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -15,246 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -11,605 | -100.00% | - | Jun 30, 2024 |
| ANDRA AP-FONDEN | - | - | - | -10,900 | -100.00% | - | Jun 30, 2024 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | - | - | - | -8,851 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -8,642 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -8,529 | -100.00% | - | Jun 30, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | - | - | - | -8,100 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -7,423 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -7,394 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -7,000 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -6,652 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -6,385 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -6,278 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -5,798 | -100.00% | - | Jun 30, 2024 |
| JUNCTURE WEALTH STRATEGIES, LLC | - | - | - | -5,766 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -5,548 | -100.00% | - | Jun 30, 2024 |
| BBR PARTNERS, LLC | - | - | - | -5,426 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -5,302 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -5,215 | -100.00% | - | Jun 30, 2024 |
| BEAM WEALTH ADVISORS, INC. | - | - | - | -5,094 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -4,832 | -100.00% | - | Jun 30, 2024 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | - | - | - | -4,664 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
| SIERRA SUMMIT ADVISORS LLC | - | - | - | -4,294 | -100.00% | - | Jun 30, 2024 |
| AVISO WEALTH MANAGEMENT | - | - | - | -4,194 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -4,018 | -100.00% | - | Jun 30, 2024 |
| FRONTIER ASSET MANAGEMENT, LLC | - | - | - | -3,897 | -100.00% | - | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | - | - | - | -3,840 | -100.00% | - | Jun 30, 2024 |
| SECOND HALF FINANCIAL PARTNERS, LLC | - | - | - | -3,801 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -3,775 | -100.00% | - | Jun 30, 2024 |
| OAK FAMILY ADVISORS, LLC | - | - | - | -3,638 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -3,439 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -3,399 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -3,380 | -100.00% | - | Jun 30, 2024 |
| HC ADVISORS, LLC | - | - | - | -3,340 | -100.00% | - | Jun 30, 2024 |
| DEAN INVESTMENT ASSOCIATES, LLC | - | - | - | -3,286 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL WEALTH MANAGEMENT | - | - | - | -3,278 | -100.00% | - | Jun 30, 2024 |
| IRONSIDES ASSET ADVISORS, LLC | - | - | - | -3,268 | -100.00% | - | Jun 30, 2024 |
| WEALTHPLAN PARTNERS, LLC | - | - | - | -3,247 | -100.00% | - | Jun 30, 2024 |
| COHO PARTNERS, LTD. | - | - | - | -3,139 | -100.00% | - | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | - | - | - | -3,029 | -100.00% | - | Jun 30, 2024 |
| RENASANT BANK | - | - | - | -2,905 | -100.00% | - | Jun 30, 2024 |
| BANK OF STOCKTON | - | - | - | -2,845 | -100.00% | - | Jun 30, 2024 |
| KEATING INVESTMENT COUNSELORS INC | - | - | - | -2,843 | -100.00% | - | Jun 30, 2024 |
| ARDEN TRUST CO | - | - | - | -2,805 | -100.00% | - | Jun 30, 2024 |
| TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD | - | - | - | -2,370 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -2,300 | -100.00% | - | Jun 30, 2024 |
| GOODWIN INVESTMENT ADVISORY | - | - | - | -1,538 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -1,121 | -100.00% | - | Jun 30, 2024 |
| AVALON TRUST CO | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -522 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -441 | -100.00% | - | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | - | - | - | -352 | -100.00% | - | Jun 30, 2024 |
| CORE WEALTH ADVISORS, INC. | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | - | - | -147 | -100.00% | - | Jun 30, 2024 |
| BELMONT CAPITAL, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Southern Company's largest sold out institutional shareholder by shares sold is POINT72 ASSET MANAGEMENT, L.P., sold -0.63M shares, valued at -, as of undefined.
Southern Company Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HIGHLAND FUNDS II | 118.26% | 1,750,000 | - | - | Dec 31, 2023 |
| NORTH COUNTRY FUNDS | 62.72% | 2,000,000 | - | - | Feb 29, 2024 |
| Virtus Equity & Convertible Income Fund | 2.59% | 5,140,000 | 300,000 | 6.20% | Jan 31, 2024 |
| COPLEY FUND INC /NV/ | 2.58% | 35,000 | - | - | Nov 30, 2022 |
| Virtus Dividend, Interest & Premium Strategy Fund | 2.55% | 6,065,000 | 355,000 | 6.22% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.30% | 1,200,000 | - | - | Mar 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 2.17% | 4,415,000 | 215,000 | 5.12% | Jan 31, 2024 |
| KAVILCO INC/WA/ | 2.02% | 14,730 | 14,730 | - | Mar 31, 2021 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.70% | 1,350,000 | - | - | Dec 29, 2023 |
| Principal Exchange-Traded Funds | 1.48% | 18,095,000 | - | - | Mar 31, 2024 |
| Procure ETF Trust I | 1.47% | 515 | -103 | -16.67% | Jan 31, 2022 |
| Virtus Convertible & Income Fund II | 1.46% | 5,495,000 | 265,000 | 5.07% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.45% | 756,987 | - | - | Mar 31, 2024 |
| Virtus Strategy Trust | 1.45% | 30,620,000 | 30,620,000 | - | Mar 28, 2024 |
| Virtus Strategy Trust | 1.45% | 30,620,000 | - | - | Mar 28, 2024 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.43% | 2,000,000 | - | - | Dec 29, 2023 |
| Virtus Convertible & Income Fund | 1.41% | 6,960,000 | 325,000 | 4.90% | Jan 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 1.39% | 2,838 | - | - | Jan 31, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 1.39% | 725,000 | - | - | Mar 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 1.37% | 100,000 | 100,000 | - | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 1.36% | 5,765,000 | -575,000 | -9.07% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.34% | 700,000 | - | - | Mar 31, 2024 |
| BANCROFT FUND LTD | 1.30% | 1,800,000 | - | - | Dec 29, 2023 |
| Federated Hermes Equity Income Fund, Inc. | 1.28% | 187,775 | 80,836 | 75.59% | Feb 29, 2024 |
| MASSACHUSETTS INVESTORS TRUST | 1.24% | 749,823 | 749,823 | - | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 1.23% | 21,975,000 | - | - | Feb 29, 2024 |
| RIVERPARK FUNDS TRUST | 1.20% | 10,117,000 | - | - | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 1.17% | 1,370,000 | - | - | Mar 28, 2024 |
| DNP SELECT INCOME FUND INC | 1.15% | 9,000,000 | 9,000,000 | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 1.12% | 17,800,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.10% | 575,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.05% | 550,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.97% | 2,024,914 | -323,649 | -13.78% | Feb 29, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.97% | 25,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.90% | 2,506 | 1,429 | 132.68% | May 31, 2022 |
| Nuveen Real Asset Income & Growth Fund | 0.82% | 2,145,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.81% | 12,953,000 | - | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.80% | 2,100,000 | 2,100,000 | - | Mar 31, 2024 |
| REAVES UTILITY INCOME FUND | 0.77% | 677,300 | - | - | Jan 31, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.74% | 1,028,000 | 155,000 | 17.75% | Jan 31, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.74% | 241,000 | - | - | Dec 31, 2023 |
| MFS SERIES TRUST I | 0.74% | 14,350,708 | -649,618 | -4.33% | Feb 29, 2024 |
| Virtus Investment Trust | 0.71% | 24,515,000 | 24,515,000 | - | Mar 28, 2024 |
| Virtus Investment Trust | 0.71% | 24,515,000 | - | - | Mar 28, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.66% | 639,600 | - | - | Feb 29, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.66% | 1,128,243 | - | - | Mar 31, 2024 |
| EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND | 0.66% | 4,320,000 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.63% | 238,747 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.62% | 325,000 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.62% | 56,360 | 45,040 | 397.88% | Feb 29, 2024 |
| MFS SERIES TRUST XVI | 0.62% | 107,000 | - | - | Mar 31, 2024 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.61% | 113,000 | 13,000 | 13.00% | Feb 29, 2024 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 0.59% | 152,600 | -7,650 | -4.77% | Mar 31, 2024 |
| GABELLI UTILITIES FUND | 0.59% | 420,450 | -15,950 | -3.65% | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.57% | 3,100,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Preferred Securities & Income SMA Shares, Inc. | 0.55% | 2,010,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 0.54% | 990,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.54% | 2,369,000 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.54% | 350,000 | - | - | Dec 29, 2023 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.54% | 3,100,000 | - | - | Jan 31, 2024 |
| AMERICAN MUTUAL FUND | 0.54% | 5,015,933 | 141,312 | 2.90% | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 0.54% | 2,615,000 | - | - | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 0.54% | 2,615,000 | 2,615,000 | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.51% | 1,330,000 | - | - | Mar 31, 2024 |
| Nuveen Core Plus Impact Fund | 0.51% | 4,000,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.50% | 2,950,000 | - | - | Feb 29, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.50% | 10,446,917 | 4,796,067 | 84.87% | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.49% | 7,500,000 | - | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.48% | 1,265,000 | - | - | Mar 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.48% | 250,000 | - | - | Jun 30, 2023 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.48% | 2,750,000 | - | - | Jan 31, 2024 |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 0.47% | 137,000 | - | - | Apr 29, 2022 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.46% | 2,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.46% | 2,000,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.45% | 920,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 0.44% | 808,000 | - | - | Jan 31, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.44% | 52,824 | - | - | Mar 31, 2024 |
| Cohen & Steers Real Estate Opportunities & Income Fund | 0.43% | 1,000,000 | - | - | Dec 31, 2023 |
| Nuveen Multi-Market Income Fund | 0.43% | 300,000 | 300,000 | - | Mar 31, 2024 |
| EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND | 0.43% | 2,469,000 | - | - | Jan 31, 2024 |
| Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | 0.43% | 625,000 | - | - | Feb 29, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.42% | 6,740,000 | - | - | Jan 31, 2024 |
| EIP INVESTMENT TRUST | 0.42% | 19,390 | 1,900 | 10.86% | Jan 31, 2024 |
| FLAHERTY & CRUMRINE TOTAL RETURN FUND INC | 0.42% | 900,000 | - | - | Feb 29, 2024 |
| Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | 0.42% | 3,800,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.42% | 217,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 0.41% | 1,380,000 | - | - | Dec 31, 2023 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.40% | 7,150,000 | 7,150,000 | - | Feb 29, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.40% | 1,050,000 | 1,050,000 | - | Mar 31, 2024 |
| Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | 0.39% | 2,010,000 | - | - | Feb 29, 2024 |
| FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC | 0.39% | 675,000 | - | - | Feb 29, 2024 |
Southern Company's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 1.75M shares, compromising 118.26% of its total assets.
Southern Company Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,848 | 0.49% |
| 31 Mar, 24 | 1,839 | -1.13% |
| 31 Dec, 23 | 1,860 | 7.14% |
| 30 Sep, 23 | 1,736 | -0.74% |
| 30 Jun, 23 | 1,749 | 0.63% |
| 31 Mar, 23 | 1,738 | -1.64% |
| 31 Dec, 22 | 1,767 | 4.12% |
| 30 Sep, 22 | 1,697 | -0.82% |
| 30 Jun, 22 | 1,711 | -1.04% |
| 31 Mar, 22 | 1,729 | 2.67% |
| 31 Dec, 21 | 1,684 | 9.92% |
| 30 Sep, 21 | 1,532 | -0.78% |
| 30 Jun, 21 | 1,544 | 1.05% |
| 31 Mar, 21 | 1,528 | -0.13% |
| 31 Dec, 20 | 1,530 | 9.21% |
| 30 Sep, 20 | 1,401 | -1.06% |
| 30 Jun, 20 | 1,416 | 0.71% |
| 31 Mar, 20 | 1,406 | -5.70% |
| 31 Dec, 19 | 1,491 | 9.23% |
| 30 Sep, 19 | 1,365 | 3.57% |
| 30 Jun, 19 | 1,318 | 0.08% |
| 31 Mar, 19 | 1,317 | 4.61% |
| 31 Dec, 18 | 1,259 | 2.78% |
| 30 Sep, 18 | 1,225 | 0.49% |
| 30 Jun, 18 | 1,219 | -1.14% |
| 31 Mar, 18 | 1,233 | -3.14% |
| 31 Dec, 17 | 1,273 | 5.73% |
| 30 Sep, 17 | 1,204 | -0.82% |
| 30 Jun, 17 | 1,214 | -1.78% |
| 31 Mar, 17 | 1,236 | 1.90% |
| 31 Dec, 16 | 1,213 | 3.94% |
| 30 Sep, 16 | 1,167 | -1.44% |
| 30 Jun, 16 | 1,184 | 2.51% |
| 31 Mar, 16 | 1,155 | 5.77% |
| 31 Dec, 15 | 1,092 | 4.70% |
| 30 Sep, 15 | 1,043 | 1.56% |
| 30 Jun, 15 | 1,027 | -3.48% |
| 31 Mar, 15 | 1,064 | -1.85% |
| 31 Dec, 14 | 1,084 | 12.33% |
| 30 Sep, 14 | 965 | -2.43% |
| 30 Jun, 14 | 989 | 4.44% |
| 31 Mar, 14 | 947 | 2.71% |
| 31 Dec, 13 | 922 | 3.36% |
| 30 Sep, 13 | 892 | 1.59% |
| 30 Jun, 13 | 878 | 122.84% |
| 31 Mar, 13 | 394 | 0.51% |
| 31 Dec, 12 | 392 | 5.09% |
| 30 Sep, 12 | 373 | -2.61% |
| 30 Jun, 12 | 383 | 1.59% |
| 31 Mar, 12 | 377 | 2.17% |
| 31 Dec, 11 | 369 | 18.27% |
| 30 Sep, 11 | 312 | 6.48% |
| 30 Jun, 11 | 293 | 1.74% |
| 31 Mar, 11 | 288 | 7.46% |
| 31 Dec, 10 | 268 | 5.51% |
| 30 Sep, 10 | 254 | 5.39% |
| 30 Jun, 10 | 241 | 7.59% |
| 31 Mar, 10 | 224 | 2.75% |
| 31 Dec, 09 | 218 | 4.31% |
| 30 Sep, 09 | 209 | -0.95% |
| 30 Jun, 09 | 211 | 4.98% |
| 31 Mar, 09 | 201 | -11.06% |
| 31 Dec, 08 | 226 | 20.21% |
| 30 Sep, 08 | 188 | 5.62% |
| 30 Jun, 08 | 178 | 6.59% |
| 31 Mar, 08 | 167 | -7.22% |
| 31 Dec, 07 | 180 | 11.11% |
| 30 Sep, 07 | 162 | 1.25% |
| 30 Jun, 07 | 160 | 3.23% |
| 31 Mar, 07 | 155 | -3.73% |
| 31 Dec, 06 | 161 | 10.27% |
| 30 Sep, 06 | 146 | 5.80% |
| 30 Jun, 06 | 138 | -12.10% |
| 31 Mar, 06 | 157 | 4.67% |
| 31 Dec, 05 | 150 | 6.38% |
| 30 Sep, 05 | 141 | 1.44% |
| 30 Jun, 05 | 139 | 6.92% |
| 31 Mar, 05 | 130 | -2.26% |
| 31 Dec, 04 | 133 | 19.82% |
| 30 Sep, 04 | 111 | 4.72% |
| 30 Jun, 04 | 106 | -13.11% |
| 31 Mar, 04 | 122 | 23.23% |
| 31 Dec, 03 | 99 | -3.88% |
| 30 Sep, 03 | 103 | 13.19% |
| 30 Jun, 03 | 91 | 15.19% |
| 31 Mar, 03 | 79 | 1.28% |
| 31 Dec, 02 | 78 | - |
| 30 Sep, 02 | 78 | 8.33% |
| 30 Jun, 02 | 72 | 10.77% |
| 31 Mar, 02 | 65 | 32.65% |
| 31 Dec, 01 | 49 | -18.33% |
| 30 Sep, 01 | 60 | 13.21% |
| 30 Jun, 01 | 53 | -17.19% |
| 31 Mar, 01 | 64 | 10.34% |
| 31 Dec, 00 | 58 | 9.43% |
| 30 Sep, 00 | 53 | -1.85% |
| 30 Jun, 00 | 54 | 12.50% |
| 31 Mar, 00 | 48 | 17.07% |
| 31 Dec, 99 | 41 | -12.77% |
| 30 Sep, 99 | 47 | 4.44% |
| 30 Jun, 99 | 45 | 18.42% |
| 31 Mar, 99 | 38 | 1166.67% |
| 31 Dec, 98 | 3 | - |
As of 30 Jun 24, 1,848 institutions are holding Southern Company's shares, representing an increase of 0.49% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 728,420,627 | 3.87% |
| 31 Mar, 24 | 701,304,799 | 0.43% |
| 31 Dec, 23 | 698,335,002 | 2.37% |
| 30 Sep, 23 | 682,140,124 | -1.47% |
| 30 Jun, 23 | 692,311,996 | -1.08% |
| 31 Mar, 23 | 699,836,689 | 1.95% |
| 31 Dec, 22 | 686,484,026 | 1.60% |
| 30 Sep, 22 | 675,666,294 | 2.34% |
| 30 Jun, 22 | 660,201,525 | 1.24% |
| 31 Mar, 22 | 652,102,233 | 1.92% |
| 31 Dec, 21 | 639,812,700 | 1.49% |
| 30 Sep, 21 | 630,389,285 | -0.19% |
| 30 Jun, 21 | 631,588,528 | 0.19% |
| 31 Mar, 21 | 630,403,391 | 1.64% |
| 31 Dec, 20 | 620,235,389 | 1.22% |
| 30 Sep, 20 | 612,752,318 | 0.07% |
| 30 Jun, 20 | 612,303,487 | -2.39% |
| 31 Mar, 20 | 627,268,336 | -0.41% |
| 31 Dec, 19 | 629,875,433 | 1.30% |
| 30 Sep, 19 | 621,815,695 | 1.69% |
| 30 Jun, 19 | 611,454,244 | 2.66% |
| 31 Mar, 19 | 595,617,155 | 1.48% |
| 31 Dec, 18 | 586,955,229 | -0.26% |
| 30 Sep, 18 | 588,489,093 | 0.06% |
| 30 Jun, 18 | 588,117,833 | 1.52% |
| 31 Mar, 18 | 579,323,336 | 1.71% |
| 31 Dec, 17 | 569,567,205 | 4.34% |
| 30 Sep, 17 | 545,883,146 | 1.05% |
| 30 Jun, 17 | 540,222,810 | -0.57% |
| 31 Mar, 17 | 543,337,266 | 3.56% |
| 31 Dec, 16 | 524,676,668 | 2.34% |
| 30 Sep, 16 | 512,704,934 | 6.48% |
| 30 Jun, 16 | 481,503,777 | 1.91% |
| 31 Mar, 16 | 472,471,283 | 5.07% |
| 31 Dec, 15 | 449,663,390 | -0.67% |
| 30 Sep, 15 | 452,717,085 | -1.25% |
| 30 Jun, 15 | 458,466,094 | 1.66% |
| 31 Mar, 15 | 450,990,613 | -3.13% |
| 31 Dec, 14 | 465,579,027 | 3.35% |
| 30 Sep, 14 | 450,488,912 | 0.95% |
| 30 Jun, 14 | 446,241,878 | 2.88% |
| 31 Mar, 14 | 433,768,935 | 2.72% |
| 31 Dec, 13 | 422,299,932 | 2.37% |
| 30 Sep, 13 | 412,524,634 | 4.21% |
| 30 Jun, 13 | 395,840,093 | 244.79% |
| 31 Mar, 13 | 114,805,072 | -1.66% |
| 31 Dec, 12 | 116,745,547 | -1.85% |
| 30 Sep, 12 | 118,950,889 | -19.96% |
| 30 Jun, 12 | 148,623,182 | 19.89% |
| 31 Mar, 12 | 123,962,931 | -4.64% |
| 31 Dec, 11 | 129,990,885 | 10.25% |
| 30 Sep, 11 | 117,910,366 | -16.76% |
| 30 Jun, 11 | 141,655,052 | -85.47% |
| 31 Mar, 11 | 974,878,468 | 1026.14% |
| 31 Dec, 10 | 86,568,023 | 1.26% |
| 30 Sep, 10 | 85,490,147 | 4.95% |
| 30 Jun, 10 | 81,459,312 | -1.79% |
| 31 Mar, 10 | 82,945,865 | -1.11% |
| 31 Dec, 09 | 83,878,708 | 1.24% |
| 30 Sep, 09 | 82,848,702 | -6.02% |
| 30 Jun, 09 | 88,151,740 | 5.14% |
| 31 Mar, 09 | 83,838,997 | -27.43% |
| 31 Dec, 08 | 115,535,213 | 42.90% |
| 30 Sep, 08 | 80,849,895 | 54.16% |
| 30 Jun, 08 | 52,445,911 | -3.94% |
| 31 Mar, 08 | 54,596,297 | -6.43% |
| 31 Dec, 07 | 58,349,145 | 23.41% |
| 30 Sep, 07 | 47,282,222 | -2.73% |
| 30 Jun, 07 | 48,611,644 | 28.60% |
| 31 Mar, 07 | 37,799,898 | -18.45% |
| 31 Dec, 06 | 46,349,499 | 2.58% |
| 30 Sep, 06 | 45,185,386 | -18.34% |
| 30 Jun, 06 | 55,332,165 | -2.54% |
| 31 Mar, 06 | 56,774,141 | 7.91% |
| 31 Dec, 05 | 52,613,074 | 12.14% |
| 30 Sep, 05 | 46,915,274 | -8.73% |
| 30 Jun, 05 | 51,400,716 | -0.08% |
| 31 Mar, 05 | 51,443,065 | -3.31% |
| 31 Dec, 04 | 53,205,287 | -5.19% |
| 30 Sep, 04 | 56,115,988 | 10.87% |
| 30 Jun, 04 | 50,613,785 | 21.61% |
| 31 Mar, 04 | 41,620,978 | -0.15% |
| 31 Dec, 03 | 41,684,672 | -13.34% |
| 30 Sep, 03 | 48,103,109 | 42.56% |
| 30 Jun, 03 | 33,742,401 | -32.64% |
| 31 Mar, 03 | 50,090,837 | -0.41% |
| 31 Dec, 02 | 50,297,139 | 0.27% |
| 30 Sep, 02 | 50,161,790 | 9.37% |
| 30 Jun, 02 | 45,862,889 | -13.21% |
| 31 Mar, 02 | 52,841,889 | 44.61% |
| 31 Dec, 01 | 36,541,198 | 6.35% |
| 30 Sep, 01 | 34,359,311 | -53.19% |
| 30 Jun, 01 | 73,396,443 | 22.12% |
| 31 Mar, 01 | 60,102,204 | 9.31% |
| 31 Dec, 00 | 54,985,186 | 72.90% |
| 30 Sep, 00 | 31,801,688 | 6.86% |
| 30 Jun, 00 | 29,759,029 | 27.53% |
| 31 Mar, 00 | 23,335,386 | 37.50% |
| 31 Dec, 99 | 16,971,214 | -56.52% |
| 30 Sep, 99 | 39,033,100 | -28.51% |
| 30 Jun, 99 | 54,599,093 | 4.18% |
| 31 Mar, 99 | 52,408,740 | 20282.67% |
| 31 Dec, 98 | 257,124 | - |
Southern Company (SO) has 728.42M shares outstanding as of 30 Jun 24, up 3.87% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 66.58% | 1.62% |
| 31 Mar, 24 | 64.10% | 1.57% |
| 31 Dec, 23 | 63.95% | 1.64% |
| 30 Sep, 23 | 62.47% | 1.55% |
| 30 Jun, 23 | 63.40% | 1.54% |
| 31 Mar, 23 | 64.15% | 1.57% |
| 31 Dec, 22 | 63.86% | 1.64% |
| 30 Sep, 22 | 62.45% | 1.62% |
| 30 Jun, 22 | 61.99% | 1.65% |
| 31 Mar, 22 | 61.35% | 1.69% |
| 31 Dec, 21 | 60.30% | 1.71% |
| 30 Sep, 21 | 59.41% | 1.68% |
| 30 Jun, 21 | 59.53% | 1.68% |
| 31 Mar, 21 | 59.47% | 1.87% |
| 31 Dec, 20 | 56.44% | 1.68% |
| 30 Sep, 20 | 57.92% | 1.73% |
| 30 Jun, 20 | 57.87% | 1.64% |
| 31 Mar, 20 | 59.34% | 1.66% |
| 31 Dec, 19 | 59.87% | 1.70% |
| 30 Sep, 19 | 59.33% | 1.73% |
| 30 Jun, 19 | 58.50% | 1.78% |
| 31 Mar, 19 | 57.38% | 1.73% |
| 31 Dec, 18 | 57.54% | 1.74% |
| 30 Sep, 18 | 57.53% | 1.71% |
| 30 Jun, 18 | 58.00% | 1.77% |
| 31 Mar, 18 | 57.27% | 1.79% |
| 31 Dec, 17 | 56.56% | 1.91% |
| 30 Sep, 17 | 54.42% | 1.86% |
| 30 Jun, 17 | 54.13% | 1.81% |
| 31 Mar, 17 | 54.72% | 1.95% |
| 31 Dec, 16 | 52.99% | 1.91% |
| 30 Sep, 16 | 52.67% | 2.01% |
| 30 Jun, 16 | 51.14% | 1.93% |
| 31 Mar, 16 | 51.45% | 2.11% |
| 31 Dec, 15 | 49.33% | 1.99% |
| 30 Sep, 15 | 49.81% | 1.96% |
| 30 Jun, 15 | 50.47% | 2.05% |
| 31 Mar, 15 | 49.65% | 1.88% |
| 31 Dec, 14 | 51.39% | 2.04% |
| 30 Sep, 14 | 50.17% | 2.02% |
| 30 Jun, 14 | 49.82% | 2.10% |
| 31 Mar, 14 | 48.69% | 2.14% |
| 31 Dec, 13 | 47.72% | 2.16% |
| 30 Sep, 13 | 46.97% | 2.29% |
| 30 Jun, 13 | 45.30% | 26.04% |
| 31 Mar, 13 | 13.19% | 7.29% |
| 31 Dec, 12 | 13.45% | 7.26% |
| 30 Sep, 12 | 13.61% | 4.71% |
| 30 Jun, 12 | 16.99% | 8.34% |
| 31 Mar, 12 | 14.27% | 6.20% |
| 31 Dec, 11 | 15.17% | 8.11% |
| 30 Sep, 11 | 13.68% | 5.01% |
| 30 Jun, 11 | 16.52% | 0.12% |
| 31 Mar, 11 | 114.96% | 108.50% |
| 31 Dec, 10 | 10.29% | 9.84% |
| 30 Sep, 10 | 10.23% | 10.57% |
| 30 Jun, 10 | 9.84% | 9.68% |
| 31 Mar, 10 | 10.08% | 9.42% |
| 31 Dec, 09 | 10.34% | 9.60% |
| 30 Sep, 09 | 10.38% | 8.35% |
| 30 Jun, 09 | 11.15% | 9.65% |
| 31 Mar, 09 | 10.75% | 4.85% |
| 31 Dec, 08 | 14.89% | 13.59% |
| 30 Sep, 08 | 10.46% | 22.51% |
| 30 Jun, 08 | 6.82% | 13.43% |
| 31 Mar, 08 | 7.13% | 12.10% |
| 31 Dec, 07 | 7.67% | 19.74% |
| 30 Sep, 07 | 6.24% | 15.05% |
| 30 Jun, 07 | 6.44% | 25.36% |
| 31 Mar, 07 | 5.04% | 12.95% |
| 31 Dec, 06 | 6.24% | 16.86% |
| 30 Sep, 06 | 6.08% | 10.95% |
| 30 Jun, 06 | 7.45% | 12.74% |
| 31 Mar, 06 | 7.65% | 15.30% |
| 31 Dec, 05 | 7.07% | 17.75% |
| 30 Sep, 05 | 6.31% | 13.33% |
| 30 Jun, 05 | 6.88% | 14.40% |
| 31 Mar, 05 | 6.91% | 13.44% |
| 31 Dec, 04 | 7.17% | 12.45% |
| 30 Sep, 04 | 7.59% | 16.15% |
| 30 Jun, 04 | 6.86% | 21.48% |
| 31 Mar, 04 | 5.65% | 17.19% |
| 31 Dec, 03 | 5.73% | 13.20% |
| 30 Sep, 03 | 6.59% | 30.40% |
| 30 Jun, 03 | 4.66% | 9.59% |
| 31 Mar, 03 | 6.97% | 13.80% |
| 31 Dec, 02 | 7.10% | 14.26% |
| 30 Sep, 02 | 7.06% | 16.74% |
| 30 Jun, 02 | 6.49% | 11.43% |
| 31 Mar, 02 | 7.54% | 26.80% |
| 31 Dec, 01 | 5.30% | 21.49% |
| 30 Sep, 01 | 4.97% | 4.35% |
| 30 Jun, 01 | 10.69% | 13.79% |
| 31 Mar, 01 | 8.81% | 12.72% |
| 31 Dec, 00 | 8.32% | 34.69% |
| 30 Sep, 00 | 4.90% | 23.27% |
| 30 Jun, 00 | 4.59% | 35.94% |
| 31 Mar, 00 | 3.57% | 58.21% |
| 31 Dec, 99 | 2.48% | 7.60% |
| 30 Sep, 99 | 5.71% | 9.33% |
| 30 Jun, 99 | 7.82% | 14.00% |
| 31 Mar, 99 | 7.48% | 549272.90% |
| 31 Dec, 98 | 0.04% | - |
As of 30 Jun 24, Southern Company is held by 66.58% institutional shareholders, representing a 1.62% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 887 | 4.97% |
| 31 Mar, 24 | 845 | -3.32% |
| 31 Dec, 23 | 874 | 13.95% |
| 30 Sep, 23 | 767 | -2.54% |
| 30 Jun, 23 | 787 | -10.97% |
| 31 Mar, 23 | 884 | -5.86% |
| 31 Dec, 22 | 939 | 15.93% |
| 30 Sep, 22 | 810 | 1.38% |
| 30 Jun, 22 | 799 | -3.03% |
| 31 Mar, 22 | 824 | -9.05% |
| 31 Dec, 21 | 906 | 29.43% |
| 30 Sep, 21 | 700 | -6.29% |
| 30 Jun, 21 | 747 | 5.96% |
| 31 Mar, 21 | 705 | -6.25% |
| 31 Dec, 20 | 752 | 21.68% |
| 30 Sep, 20 | 618 | -8.04% |
| 30 Jun, 20 | 672 | 14.87% |
| 31 Mar, 20 | 585 | -15.95% |
| 31 Dec, 19 | 696 | 16.00% |
| 30 Sep, 19 | 600 | -1.80% |
| 30 Jun, 19 | 611 | -4.38% |
| 31 Mar, 19 | 639 | 15.34% |
| 31 Dec, 18 | 554 | 7.57% |
| 30 Sep, 18 | 515 | -2.28% |
| 30 Jun, 18 | 527 | -2.41% |
| 31 Mar, 18 | 540 | -11.48% |
| 31 Dec, 17 | 610 | 19.84% |
| 30 Sep, 17 | 509 | -9.59% |
| 30 Jun, 17 | 563 | -3.10% |
| 31 Mar, 17 | 581 | -3.33% |
| 31 Dec, 16 | 601 | 12.55% |
| 30 Sep, 16 | 534 | -8.56% |
| 30 Jun, 16 | 584 | -3.47% |
| 31 Mar, 16 | 605 | 16.57% |
| 31 Dec, 15 | 519 | 8.58% |
| 30 Sep, 15 | 478 | 6.22% |
| 30 Jun, 15 | 450 | -11.24% |
| 31 Mar, 15 | 507 | -6.63% |
| 31 Dec, 14 | 543 | 17.53% |
| 30 Sep, 14 | 462 | -5.33% |
| 30 Jun, 14 | 488 | 10.66% |
| 31 Mar, 14 | 441 | 2.08% |
| 31 Dec, 13 | 432 | 6.14% |
| 30 Sep, 13 | 407 | -37.38% |
| 30 Jun, 13 | 650 | 198.17% |
| 31 Mar, 13 | 218 | -4.39% |
| 31 Dec, 12 | 228 | 14.00% |
| 30 Sep, 12 | 200 | -6.54% |
| 30 Jun, 12 | 214 | 4.39% |
| 31 Mar, 12 | 205 | -11.64% |
| 31 Dec, 11 | 232 | 14.85% |
| 30 Sep, 11 | 202 | 12.22% |
| 30 Jun, 11 | 180 | 5.88% |
| 31 Mar, 11 | 170 | 13.33% |
| 31 Dec, 10 | 150 | -5.06% |
| 30 Sep, 10 | 158 | 0.64% |
| 30 Jun, 10 | 157 | 28.69% |
| 31 Mar, 10 | 122 | -10.29% |
| 31 Dec, 09 | 136 | 24.77% |
| 30 Sep, 09 | 109 | -1.80% |
| 30 Jun, 09 | 111 | 0.91% |
| 31 Mar, 09 | 110 | -20.86% |
| 31 Dec, 08 | 139 | 39.00% |
| 30 Sep, 08 | 100 | -7.41% |
| 30 Jun, 08 | 108 | 18.68% |
| 31 Mar, 08 | 91 | -18.02% |
| 31 Dec, 07 | 111 | 42.31% |
| 30 Sep, 07 | 78 | -8.24% |
| 30 Jun, 07 | 85 | 14.86% |
| 31 Mar, 07 | 74 | -17.78% |
| 31 Dec, 06 | 90 | -5.26% |
| 30 Sep, 06 | 95 | 50.79% |
| 30 Jun, 06 | 63 | -19.23% |
| 31 Mar, 06 | 78 | 2.63% |
| 31 Dec, 05 | 76 | 7.04% |
| 30 Sep, 05 | 71 | -5.33% |
| 30 Jun, 05 | 75 | 15.38% |
| 31 Mar, 05 | 65 | -28.57% |
| 31 Dec, 04 | 91 | 33.82% |
| 30 Sep, 04 | 68 | 17.24% |
| 30 Jun, 04 | 58 | -21.62% |
| 31 Mar, 04 | 74 | 51.02% |
| 31 Dec, 03 | 49 | -18.33% |
| 30 Sep, 03 | 60 | 22.45% |
| 30 Jun, 03 | 49 | 2.08% |
| 31 Mar, 03 | 48 | 2.13% |
| 31 Dec, 02 | 47 | -7.84% |
| 30 Sep, 02 | 51 | 30.77% |
| 30 Jun, 02 | 39 | -9.30% |
| 31 Mar, 02 | 43 | 65.38% |
| 31 Dec, 01 | 26 | -16.13% |
| 30 Sep, 01 | 31 | -11.43% |
| 30 Jun, 01 | 35 | -18.60% |
| 31 Mar, 01 | 43 | 7.50% |
| 31 Dec, 00 | 40 | 60.00% |
| 30 Sep, 00 | 25 | -35.90% |
| 30 Jun, 00 | 39 | 62.50% |
| 31 Mar, 00 | 24 | 41.18% |
| 31 Dec, 99 | 17 | -19.05% |
| 30 Sep, 99 | 21 | -25.00% |
| 30 Jun, 99 | 28 | -22.22% |
| 31 Mar, 99 | 36 | 1100.00% |
| 31 Dec, 98 | 3 | - |
887 institutional shareholders have increased their position in SO stock as of 30 Jun 24 compared to 845 in the previous quarter (a 4.97% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 612 | -9.87% |
| 31 Mar, 24 | 679 | -3.28% |
| 31 Dec, 23 | 702 | 7.34% |
| 30 Sep, 23 | 654 | 1.87% |
| 30 Jun, 23 | 642 | 18.67% |
| 31 Mar, 23 | 541 | 6.08% |
| 31 Dec, 22 | 510 | -9.41% |
| 30 Sep, 22 | 563 | 0.36% |
| 30 Jun, 22 | 561 | -3.11% |
| 31 Mar, 22 | 579 | 17.68% |
| 31 Dec, 21 | 492 | -3.91% |
| 30 Sep, 21 | 512 | -0.58% |
| 30 Jun, 21 | 515 | -7.71% |
| 31 Mar, 21 | 558 | 5.08% |
| 31 Dec, 20 | 531 | 0.57% |
| 30 Sep, 20 | 528 | 5.39% |
| 30 Jun, 20 | 501 | -16.64% |
| 31 Mar, 20 | 601 | 16.25% |
| 31 Dec, 19 | 517 | 4.23% |
| 30 Sep, 19 | 496 | 8.77% |
| 30 Jun, 19 | 456 | 3.17% |
| 31 Mar, 19 | 442 | -9.61% |
| 31 Dec, 18 | 489 | 0.20% |
| 30 Sep, 18 | 488 | 3.39% |
| 30 Jun, 18 | 472 | -7.27% |
| 31 Mar, 18 | 509 | 12.61% |
| 31 Dec, 17 | 452 | 0.89% |
| 30 Sep, 17 | 448 | 6.16% |
| 30 Jun, 17 | 422 | -3.65% |
| 31 Mar, 17 | 438 | 8.42% |
| 31 Dec, 16 | 404 | -2.88% |
| 30 Sep, 16 | 416 | 8.62% |
| 30 Jun, 16 | 383 | 5.80% |
| 31 Mar, 16 | 362 | 0.84% |
| 31 Dec, 15 | 359 | -0.28% |
| 30 Sep, 15 | 360 | -3.74% |
| 30 Jun, 15 | 374 | - |
| 31 Mar, 15 | 374 | 3.03% |
| 31 Dec, 14 | 363 | 14.87% |
| 30 Sep, 14 | 316 | 0.64% |
| 30 Jun, 14 | 314 | -8.45% |
| 31 Mar, 14 | 343 | -3.11% |
| 31 Dec, 13 | 354 | 12.74% |
| 30 Sep, 13 | 314 | 112.16% |
| 30 Jun, 13 | 148 | 15.63% |
| 31 Mar, 13 | 128 | 9.40% |
| 31 Dec, 12 | 117 | -2.50% |
| 30 Sep, 12 | 120 | 18.81% |
| 30 Jun, 12 | 101 | -17.89% |
| 31 Mar, 12 | 123 | 51.85% |
| 31 Dec, 11 | 81 | 12.50% |
| 30 Sep, 11 | 72 | -2.70% |
| 30 Jun, 11 | 74 | -8.64% |
| 31 Mar, 11 | 81 | -1.22% |
| 31 Dec, 10 | 82 | 32.26% |
| 30 Sep, 10 | 62 | 8.77% |
| 30 Jun, 10 | 57 | -19.72% |
| 31 Mar, 10 | 71 | 20.34% |
| 31 Dec, 09 | 59 | -19.18% |
| 30 Sep, 09 | 73 | -2.67% |
| 30 Jun, 09 | 75 | 10.29% |
| 31 Mar, 09 | 68 | 15.25% |
| 31 Dec, 08 | 59 | 5.36% |
| 30 Sep, 08 | 56 | 33.33% |
| 30 Jun, 08 | 42 | -14.29% |
| 31 Mar, 08 | 49 | 36.11% |
| 31 Dec, 07 | 36 | -26.53% |
| 30 Sep, 07 | 49 | 8.89% |
| 30 Jun, 07 | 45 | -10.00% |
| 31 Mar, 07 | 50 | 21.95% |
| 31 Dec, 06 | 41 | 32.26% |
| 30 Sep, 06 | 31 | -39.22% |
| 30 Jun, 06 | 51 | -7.27% |
| 31 Mar, 06 | 55 | 30.95% |
| 31 Dec, 05 | 42 | -4.55% |
| 30 Sep, 05 | 44 | 7.32% |
| 30 Jun, 05 | 41 | -12.77% |
| 31 Mar, 05 | 47 | 80.77% |
| 31 Dec, 04 | 26 | -10.34% |
| 30 Sep, 04 | 29 | -3.33% |
| 30 Jun, 04 | 30 | -6.25% |
| 31 Mar, 04 | 32 | -3.03% |
| 31 Dec, 03 | 33 | 32.00% |
| 30 Sep, 03 | 25 | -7.41% |
| 30 Jun, 03 | 27 | 42.11% |
| 31 Mar, 03 | 19 | -9.52% |
| 31 Dec, 02 | 21 | 50.00% |
| 30 Sep, 02 | 14 | -30.00% |
| 30 Jun, 02 | 20 | 66.67% |
| 31 Mar, 02 | 12 | - |
| 31 Dec, 01 | 12 | -40.00% |
| 30 Sep, 01 | 20 | 53.85% |
| 30 Jun, 01 | 13 | -7.14% |
| 31 Mar, 01 | 14 | 55.56% |
| 31 Dec, 00 | 9 | -55.00% |
| 30 Sep, 00 | 20 | 42.86% |
| 30 Jun, 00 | 14 | -17.65% |
| 31 Mar, 00 | 17 | 41.67% |
| 31 Dec, 99 | 12 | -29.41% |
| 30 Sep, 99 | 17 | 41.67% |
| 30 Jun, 99 | 12 | 500.00% |
| 31 Mar, 99 | 2 | - |
| 31 Dec, 98 | - | - |
612 institutional shareholders have reduced their position in SO stock as of 30 Jun 24 compared to 679 in the previous quarter (a -9.87% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,848 | 0.49% | 728,420,627 | 3.87% | 66.58% | 1.62% | 887 | 4.97% | 612 | -9.87% |
| 31 Mar, 24 | 1,839 | -1.13% | 701,304,799 | 0.43% | 64.10% | 1.57% | 845 | -3.32% | 679 | -3.28% |
| 31 Dec, 23 | 1,860 | 7.14% | 698,335,002 | 2.37% | 63.95% | 1.64% | 874 | 13.95% | 702 | 7.34% |
| 30 Sep, 23 | 1,736 | -0.74% | 682,140,124 | -1.47% | 62.47% | 1.55% | 767 | -2.54% | 654 | 1.87% |
| 30 Jun, 23 | 1,749 | 0.63% | 692,311,996 | -1.08% | 63.40% | 1.54% | 787 | -10.97% | 642 | 18.67% |
| 31 Mar, 23 | 1,738 | -1.64% | 699,836,689 | 1.95% | 64.15% | 1.57% | 884 | -5.86% | 541 | 6.08% |
| 31 Dec, 22 | 1,767 | 4.12% | 686,484,026 | 1.60% | 63.86% | 1.64% | 939 | 15.93% | 510 | -9.41% |
| 30 Sep, 22 | 1,697 | -0.82% | 675,666,294 | 2.34% | 62.45% | 1.62% | 810 | 1.38% | 563 | 0.36% |
| 30 Jun, 22 | 1,711 | -1.04% | 660,201,525 | 1.24% | 61.99% | 1.65% | 799 | -3.03% | 561 | -3.11% |
| 31 Mar, 22 | 1,729 | 2.67% | 652,102,233 | 1.92% | 61.35% | 1.69% | 824 | -9.05% | 579 | 17.68% |
| 31 Dec, 21 | 1,684 | 9.92% | 639,812,700 | 1.49% | 60.30% | 1.71% | 906 | 29.43% | 492 | -3.91% |
| 30 Sep, 21 | 1,532 | -0.78% | 630,389,285 | -0.19% | 59.41% | 1.68% | 700 | -6.29% | 512 | -0.58% |
| 30 Jun, 21 | 1,544 | 1.05% | 631,588,528 | 0.19% | 59.53% | 1.68% | 747 | 5.96% | 515 | -7.71% |
| 31 Mar, 21 | 1,528 | -0.13% | 630,403,391 | 1.64% | 59.47% | 1.87% | 705 | -6.25% | 558 | 5.08% |
| 31 Dec, 20 | 1,530 | 9.21% | 620,235,389 | 1.22% | 56.44% | 1.68% | 752 | 21.68% | 531 | 0.57% |
| 30 Sep, 20 | 1,401 | -1.06% | 612,752,318 | 0.07% | 57.92% | 1.73% | 618 | -8.04% | 528 | 5.39% |
| 30 Jun, 20 | 1,416 | 0.71% | 612,303,487 | -2.39% | 57.87% | 1.64% | 672 | 14.87% | 501 | -16.64% |
| 31 Mar, 20 | 1,406 | -5.70% | 627,268,336 | -0.41% | 59.34% | 1.66% | 585 | -15.95% | 601 | 16.25% |
| 31 Dec, 19 | 1,491 | 9.23% | 629,875,433 | 1.30% | 59.87% | 1.70% | 696 | 16.00% | 517 | 4.23% |
| 30 Sep, 19 | 1,365 | 3.57% | 621,815,695 | 1.69% | 59.33% | 1.73% | 600 | -1.80% | 496 | 8.77% |
| 30 Jun, 19 | 1,318 | 0.08% | 611,454,244 | 2.66% | 58.50% | 1.78% | 611 | -4.38% | 456 | 3.17% |
| 31 Mar, 19 | 1,317 | 4.61% | 595,617,155 | 1.48% | 57.38% | 1.73% | 639 | 15.34% | 442 | -9.61% |
| 31 Dec, 18 | 1,259 | 2.78% | 586,955,229 | -0.26% | 57.54% | 1.74% | 554 | 7.57% | 489 | 0.20% |
| 30 Sep, 18 | 1,225 | 0.49% | 588,489,093 | 0.06% | 57.53% | 1.71% | 515 | -2.28% | 488 | 3.39% |
| 30 Jun, 18 | 1,219 | -1.14% | 588,117,833 | 1.52% | 58.00% | 1.77% | 527 | -2.41% | 472 | -7.27% |
| 31 Mar, 18 | 1,233 | -3.14% | 579,323,336 | 1.71% | 57.27% | 1.79% | 540 | -11.48% | 509 | 12.61% |
| 31 Dec, 17 | 1,273 | 5.73% | 569,567,205 | 4.34% | 56.56% | 1.91% | 610 | 19.84% | 452 | 0.89% |
| 30 Sep, 17 | 1,204 | -0.82% | 545,883,146 | 1.05% | 54.42% | 1.86% | 509 | -9.59% | 448 | 6.16% |
| 30 Jun, 17 | 1,214 | -1.78% | 540,222,810 | -0.57% | 54.13% | 1.81% | 563 | -3.10% | 422 | -3.65% |
| 31 Mar, 17 | 1,236 | 1.90% | 543,337,266 | 3.56% | 54.72% | 1.95% | 581 | -3.33% | 438 | 8.42% |
| 31 Dec, 16 | 1,213 | 3.94% | 524,676,668 | 2.34% | 52.99% | 1.91% | 601 | 12.55% | 404 | -2.88% |
| 30 Sep, 16 | 1,167 | -1.44% | 512,704,934 | 6.48% | 52.67% | 2.01% | 534 | -8.56% | 416 | 8.62% |
| 30 Jun, 16 | 1,184 | 2.51% | 481,503,777 | 1.91% | 51.14% | 1.93% | 584 | -3.47% | 383 | 5.80% |
| 31 Mar, 16 | 1,155 | 5.77% | 472,471,283 | 5.07% | 51.45% | 2.11% | 605 | 16.57% | 362 | 0.84% |
| 31 Dec, 15 | 1,092 | 4.70% | 449,663,390 | -0.67% | 49.33% | 1.99% | 519 | 8.58% | 359 | -0.28% |
| 30 Sep, 15 | 1,043 | 1.56% | 452,717,085 | -1.25% | 49.81% | 1.96% | 478 | 6.22% | 360 | -3.74% |
| 30 Jun, 15 | 1,027 | -3.48% | 458,466,094 | 1.66% | 50.47% | 2.05% | 450 | -11.24% | 374 | - |
| 31 Mar, 15 | 1,064 | -1.85% | 450,990,613 | -3.13% | 49.65% | 1.88% | 507 | -6.63% | 374 | 3.03% |
| 31 Dec, 14 | 1,084 | 12.33% | 465,579,027 | 3.35% | 51.39% | 2.04% | 543 | 17.53% | 363 | 14.87% |
| 30 Sep, 14 | 965 | -2.43% | 450,488,912 | 0.95% | 50.17% | 2.02% | 462 | -5.33% | 316 | 0.64% |
| 30 Jun, 14 | 989 | 4.44% | 446,241,878 | 2.88% | 49.82% | 2.10% | 488 | 10.66% | 314 | -8.45% |
| 31 Mar, 14 | 947 | 2.71% | 433,768,935 | 2.72% | 48.69% | 2.14% | 441 | 2.08% | 343 | -3.11% |
| 31 Dec, 13 | 922 | 3.36% | 422,299,932 | 2.37% | 47.72% | 2.16% | 432 | 6.14% | 354 | 12.74% |
| 30 Sep, 13 | 892 | 1.59% | 412,524,634 | 4.21% | 46.97% | 2.29% | 407 | -37.38% | 314 | 112.16% |
| 30 Jun, 13 | 878 | 122.84% | 395,840,093 | 244.79% | 45.30% | 26.04% | 650 | 198.17% | 148 | 15.63% |
| 31 Mar, 13 | 394 | 0.51% | 114,805,072 | -1.66% | 13.19% | 7.29% | 218 | -4.39% | 128 | 9.40% |
| 31 Dec, 12 | 392 | 5.09% | 116,745,547 | -1.85% | 13.45% | 7.26% | 228 | 14.00% | 117 | -2.50% |
| 30 Sep, 12 | 373 | -2.61% | 118,950,889 | -19.96% | 13.61% | 4.71% | 200 | -6.54% | 120 | 18.81% |
| 30 Jun, 12 | 383 | 1.59% | 148,623,182 | 19.89% | 16.99% | 8.34% | 214 | 4.39% | 101 | -17.89% |
| 31 Mar, 12 | 377 | 2.17% | 123,962,931 | -4.64% | 14.27% | 6.20% | 205 | -11.64% | 123 | 51.85% |
| 31 Dec, 11 | 369 | 18.27% | 129,990,885 | 10.25% | 15.17% | 8.11% | 232 | 14.85% | 81 | 12.50% |
| 30 Sep, 11 | 312 | 6.48% | 117,910,366 | -16.76% | 13.68% | 5.01% | 202 | 12.22% | 72 | -2.70% |
| 30 Jun, 11 | 293 | 1.74% | 141,655,052 | -85.47% | 16.52% | 0.12% | 180 | 5.88% | 74 | -8.64% |
| 31 Mar, 11 | 288 | 7.46% | 974,878,468 | 1026.14% | 114.96% | 108.50% | 170 | 13.33% | 81 | -1.22% |
| 31 Dec, 10 | 268 | 5.51% | 86,568,023 | 1.26% | 10.29% | 9.84% | 150 | -5.06% | 82 | 32.26% |
| 30 Sep, 10 | 254 | 5.39% | 85,490,147 | 4.95% | 10.23% | 10.57% | 158 | 0.64% | 62 | 8.77% |
| 30 Jun, 10 | 241 | 7.59% | 81,459,312 | -1.79% | 9.84% | 9.68% | 157 | 28.69% | 57 | -19.72% |
| 31 Mar, 10 | 224 | 2.75% | 82,945,865 | -1.11% | 10.08% | 9.42% | 122 | -10.29% | 71 | 20.34% |
| 31 Dec, 09 | 218 | 4.31% | 83,878,708 | 1.24% | 10.34% | 9.60% | 136 | 24.77% | 59 | -19.18% |
| 30 Sep, 09 | 209 | -0.95% | 82,848,702 | -6.02% | 10.38% | 8.35% | 109 | -1.80% | 73 | -2.67% |
| 30 Jun, 09 | 211 | 4.98% | 88,151,740 | 5.14% | 11.15% | 9.65% | 111 | 0.91% | 75 | 10.29% |
| 31 Mar, 09 | 201 | -11.06% | 83,838,997 | -27.43% | 10.75% | 4.85% | 110 | -20.86% | 68 | 15.25% |
| 31 Dec, 08 | 226 | 20.21% | 115,535,213 | 42.90% | 14.89% | 13.59% | 139 | 39.00% | 59 | 5.36% |
| 30 Sep, 08 | 188 | 5.62% | 80,849,895 | 54.16% | 10.46% | 22.51% | 100 | -7.41% | 56 | 33.33% |
| 30 Jun, 08 | 178 | 6.59% | 52,445,911 | -3.94% | 6.82% | 13.43% | 108 | 18.68% | 42 | -14.29% |
| 31 Mar, 08 | 167 | -7.22% | 54,596,297 | -6.43% | 7.13% | 12.10% | 91 | -18.02% | 49 | 36.11% |
| 31 Dec, 07 | 180 | 11.11% | 58,349,145 | 23.41% | 7.67% | 19.74% | 111 | 42.31% | 36 | -26.53% |
| 30 Sep, 07 | 162 | 1.25% | 47,282,222 | -2.73% | 6.24% | 15.05% | 78 | -8.24% | 49 | 8.89% |
| 30 Jun, 07 | 160 | 3.23% | 48,611,644 | 28.60% | 6.44% | 25.36% | 85 | 14.86% | 45 | -10.00% |
| 31 Mar, 07 | 155 | -3.73% | 37,799,898 | -18.45% | 5.04% | 12.95% | 74 | -17.78% | 50 | 21.95% |
| 31 Dec, 06 | 161 | 10.27% | 46,349,499 | 2.58% | 6.24% | 16.86% | 90 | -5.26% | 41 | 32.26% |
| 30 Sep, 06 | 146 | 5.80% | 45,185,386 | -18.34% | 6.08% | 10.95% | 95 | 50.79% | 31 | -39.22% |
| 30 Jun, 06 | 138 | -12.10% | 55,332,165 | -2.54% | 7.45% | 12.74% | 63 | -19.23% | 51 | -7.27% |
| 31 Mar, 06 | 157 | 4.67% | 56,774,141 | 7.91% | 7.65% | 15.30% | 78 | 2.63% | 55 | 30.95% |
| 31 Dec, 05 | 150 | 6.38% | 52,613,074 | 12.14% | 7.07% | 17.75% | 76 | 7.04% | 42 | -4.55% |
| 30 Sep, 05 | 141 | 1.44% | 46,915,274 | -8.73% | 6.31% | 13.33% | 71 | -5.33% | 44 | 7.32% |
| 30 Jun, 05 | 139 | 6.92% | 51,400,716 | -0.08% | 6.88% | 14.40% | 75 | 15.38% | 41 | -12.77% |
| 31 Mar, 05 | 130 | -2.26% | 51,443,065 | -3.31% | 6.91% | 13.44% | 65 | -28.57% | 47 | 80.77% |
| 31 Dec, 04 | 133 | 19.82% | 53,205,287 | -5.19% | 7.17% | 12.45% | 91 | 33.82% | 26 | -10.34% |
| 30 Sep, 04 | 111 | 4.72% | 56,115,988 | 10.87% | 7.59% | 16.15% | 68 | 17.24% | 29 | -3.33% |
| 30 Jun, 04 | 106 | -13.11% | 50,613,785 | 21.61% | 6.86% | 21.48% | 58 | -21.62% | 30 | -6.25% |
| 31 Mar, 04 | 122 | 23.23% | 41,620,978 | -0.15% | 5.65% | 17.19% | 74 | 51.02% | 32 | -3.03% |
| 31 Dec, 03 | 99 | -3.88% | 41,684,672 | -13.34% | 5.73% | 13.20% | 49 | -18.33% | 33 | 32.00% |
| 30 Sep, 03 | 103 | 13.19% | 48,103,109 | 42.56% | 6.59% | 30.40% | 60 | 22.45% | 25 | -7.41% |
| 30 Jun, 03 | 91 | 15.19% | 33,742,401 | -32.64% | 4.66% | 9.59% | 49 | 2.08% | 27 | 42.11% |
| 31 Mar, 03 | 79 | 1.28% | 50,090,837 | -0.41% | 6.97% | 13.80% | 48 | 2.13% | 19 | -9.52% |
| 31 Dec, 02 | 78 | - | 50,297,139 | 0.27% | 7.10% | 14.26% | 47 | -7.84% | 21 | 50.00% |
| 30 Sep, 02 | 78 | 8.33% | 50,161,790 | 9.37% | 7.06% | 16.74% | 51 | 30.77% | 14 | -30.00% |
| 30 Jun, 02 | 72 | 10.77% | 45,862,889 | -13.21% | 6.49% | 11.43% | 39 | -9.30% | 20 | 66.67% |
| 31 Mar, 02 | 65 | 32.65% | 52,841,889 | 44.61% | 7.54% | 26.80% | 43 | 65.38% | 12 | - |
| 31 Dec, 01 | 49 | -18.33% | 36,541,198 | 6.35% | 5.30% | 21.49% | 26 | -16.13% | 12 | -40.00% |
| 30 Sep, 01 | 60 | 13.21% | 34,359,311 | -53.19% | 4.97% | 4.35% | 31 | -11.43% | 20 | 53.85% |
| 30 Jun, 01 | 53 | -17.19% | 73,396,443 | 22.12% | 10.69% | 13.79% | 35 | -18.60% | 13 | -7.14% |
| 31 Mar, 01 | 64 | 10.34% | 60,102,204 | 9.31% | 8.81% | 12.72% | 43 | 7.50% | 14 | 55.56% |
| 31 Dec, 00 | 58 | 9.43% | 54,985,186 | 72.90% | 8.32% | 34.69% | 40 | 60.00% | 9 | -55.00% |
| 30 Sep, 00 | 53 | -1.85% | 31,801,688 | 6.86% | 4.90% | 23.27% | 25 | -35.90% | 20 | 42.86% |
| 30 Jun, 00 | 54 | 12.50% | 29,759,029 | 27.53% | 4.59% | 35.94% | 39 | 62.50% | 14 | -17.65% |
| 31 Mar, 00 | 48 | 17.07% | 23,335,386 | 37.50% | 3.57% | 58.21% | 24 | 41.18% | 17 | 41.67% |
| 31 Dec, 99 | 41 | -12.77% | 16,971,214 | -56.52% | 2.48% | 7.60% | 17 | -19.05% | 12 | -29.41% |
| 30 Sep, 99 | 47 | 4.44% | 39,033,100 | -28.51% | 5.71% | 9.33% | 21 | -25.00% | 17 | 41.67% |
| 30 Jun, 99 | 45 | 18.42% | 54,599,093 | 4.18% | 7.82% | 14.00% | 28 | -22.22% | 12 | 500.00% |
| 31 Mar, 99 | 38 | 1166.67% | 52,408,740 | 20282.67% | 7.48% | 549272.90% | 36 | 1100.00% | 2 | - |
| 31 Dec, 98 | 3 | - | 257,124 | - | 0.04% | - | 3 | - | - | - |