Stock Transactions — SOUTHERN CO

Total Bought
90,944,580
777 transactions
Total Sold
36,470,002
766 transactions
Net
+54,474,578
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
THRIVENT FINANCIAL FOR LUTHERANS023,275,000+23,275,0000.000.05+0.05buy
INCOME RESEARCH & MANAGEMENT012,820,000+12,820,0000.008.61+8.61buy
JPMORGAN CHASE & CO19,518,37930,167,151+10,648,7720.140.19+0.05buy
Capital International Investors16,444,16323,994,733+7,550,5700.260.35+0.09buy
NEW YORK STATE COMMON RETIREMENT FUND06,224,000+6,224,0000.000.01+0.01buy
Liberty Mutual Group Asset Management Inc.03,150,000+3,150,0000.000.89+0.89buy
TORONTO DOMINION BANK01,953,000+1,953,0000.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC20,516,97622,180,921+1,663,9450.150.15-0.00buy
AMERIPRISE FINANCIAL INC7,910,2769,546,835+1,636,5590.170.19+0.02buy
D. E. Shaw & Co., Inc.265,5101,835,226+1,569,7160.030.17+0.14buy
FRANKLIN RESOURCES INC15,658,87016,929,875+1,271,0050.510.38-0.13buy
Junto Capital Management LP01,211,647+1,211,6470.001.92+1.92buy
NORGES BANK8,999,82810,146,134+1,146,3060.110.11+0.00buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/25,419,61626,316,313+896,6970.580.56-0.01buy
Brandywine Global Investment Management, LLC0837,702+837,7020.000.43+0.43buy
Bank of New York Mellon Corp0800,000+800,0000.000.00+0.00buy
Ceredex Value Advisors LLC0669,406+669,4060.000.84+0.84buy
Point72 Asset Management, L.P.0634,329+634,3290.000.13+0.13buy
UBS Group AG2,325,7192,935,304+609,5850.070.07+0.00buy
HSBC HOLDINGS PLC1,537,9322,122,845+584,9130.100.11+0.01buy
MORGAN STANLEY10,578,52011,104,318+525,7980.070.06-0.00buy
Capital Research Global Investors1,429,9801,929,980+500,0000.020.03+0.01buy
VANGUARD GROUP INC99,608,563100,089,634+481,0710.150.14-0.01buy
BANK OF AMERICA CORP /DE/7,384,3697,853,407+469,0380.060.06-0.00buy
RENAISSANCE TECHNOLOGIES LLC218,400663,200+444,8000.020.07+0.05buy
Korea Investment CORP423,465839,794+416,3290.080.15+0.07buy
BNP PARIBAS FINANCIAL MARKETS657,3861,058,062+400,6760.080.09+0.01buy
FIL Ltd53,700424,510+370,8100.000.03+0.03buy
Qube Research & Technologies Ltd276,143607,651+331,5080.040.08+0.03buy
Cetera Investment Advisers204,406534,708+330,3020.120.09-0.03buy
DDD Partners, LLC0294,051+294,0510.002.58+2.58buy
DUFF & PHELPS INVESTMENT MANAGEMENT CO1,589,1671,872,745+283,5781.341.61+0.27buy
EXCHANGE TRADED CONCEPTS, LLC8,910261,682+252,7720.020.49+0.47buy
Focus Partners Wealth13,143247,525+234,3820.010.14+0.13buy
SYNOVUS FINANCIAL CORP1,597,3021,827,851+230,5491.591.70+0.12buy
Mitsubishi UFJ Asset Management Co., Ltd.1,092,6851,290,849+198,1640.140.13-0.01buy
Illinois Municipal Retirement Fund37,607222,600+184,9930.040.24+0.20buy
CAPITAL FUND MANAGEMENT S.A.0184,104+184,1040.000.16+0.16buy
Dakota Wealth Management3,465184,446+180,9810.010.33+0.32buy
GOLDMAN SACHS GROUP INC5,342,3945,522,681+180,2870.080.08+0.00buy
Assenagon Asset Management S.A.26,917205,641+178,7240.010.04+0.03buy
Squarepoint Ops LLC63,616232,826+169,2100.020.07+0.05buy
SPX Gestao de Recursos Ltda0150,300+150,3000.000.94+0.94buy
Hudson Bay Capital Management LP196,207346,207+150,0000.120.22+0.10buy
Mawer Investment Management Ltd.813,072959,183+146,1110.290.32+0.03buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS2,050,2002,186,037+135,8371.041.07+0.03buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,089,4606,217,167+127,7070.110.10-0.01buy
Connor, Clark & Lunn Investment Management Ltd.0109,438+109,4380.000.03+0.03buy
DIMENSIONAL FUND ADVISORS LP1,978,8842,083,829+104,9450.040.04-0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS251,813348,932+97,1190.120.16+0.04buy
Buck Wealth Strategies, LLC8,00098,627+90,6270.212.43+2.22buy
Capital International, Inc./CA/454,253543,851+89,5980.500.53+0.03buy
Legacy Capital Wealth Partners, LLC084,477+84,4770.004.42+4.42buy
VICTORY CAPITAL MANAGEMENT INC1,309,0681,386,453+77,3850.100.10+0.00buy
PECONIC PARTNERS LLC076,819+76,8190.000.24+0.24buy
Azimuth Capital Investment Management LLC24,80994,879+70,0700.080.28+0.20buy
Boston Partners811,806880,367+68,5610.080.08-0.00buy
Lombard Odier Asset Management (Switzerland) SA067,085+67,0850.000.34+0.34buy
MAI Capital Management86,243151,713+65,4700.080.11+0.03buy
MERCER GLOBAL ADVISORS INC /ADV174,605236,115+61,5100.040.05+0.01buy
HUNTINGTON NATIONAL BANK76,488137,264+60,7760.050.08+0.03buy
BW Gestao de Investimentos Ltda.060,000+60,0000.000.39+0.39buy
Jackson Hole Capital Partners, LLC6,30666,284+59,9780.111.09+0.98buy
Energy Income Partners, LLC1,263,6731,321,054+57,3811.911.94+0.03buy
CULLINAN ASSOCIATES INC141,362194,754+53,3920.550.78+0.23buy
TD Waterhouse Canada Inc.4,52855,779+51,2510.000.04+0.03buy
COMMONWEALTH EQUITY SERVICES, LLC959,0301,008,303+49,2730.120.12-0.00buy
Man Group plc12,28358,726+46,4430.000.01+0.01buy
Rockefeller Capital Management L.P.151,870196,866+44,9960.040.04+0.01buy
Allianz Asset Management GmbH94,999139,587+44,5880.010.02+0.00buy
Global Assets Advisory, LLC043,158+43,1580.000.03+0.03buy
Empower Advisory Group, LLC1,288,2781,330,284+42,0060.360.36+0.00buy
RHUMBLINE ADVISERS2,119,9032,161,391+41,4880.160.15-0.01buy
Kestra Advisory Services, LLC237,719278,880+41,1610.140.13-0.00buy
Concentric Capital Strategies, LP039,357+39,3570.000.18+0.18buy
ALERUS FINANCIAL NA91,074129,259+38,1850.520.70+0.18buy
National Pension Service2,085,8652,123,291+37,4260.200.18-0.02buy
Sigma Planning Corp30,33265,456+35,1240.170.15-0.02buy
APG Asset Management N.V.1,829,1511,863,951+34,8000.230.22-0.01buy
ZACKS INVESTMENT MANAGEMENT1,203,5851,237,925+34,3401.040.95-0.09buy
INTECH INVESTMENT MANAGEMENT LLC8,67041,790+33,1200.010.04+0.03buy
JACOBS LEVY EQUITY MANAGEMENT, INC7,75640,501+32,7450.000.01+0.01buy
Avantax Planning Partners, Inc.10,84343,256+32,4130.030.10+0.07buy
BESSEMER GROUP INC12,94844,240+31,2920.000.01+0.00buy
Entropy Technologies, LP13,38743,926+30,5390.170.34+0.16buy
L & S Advisors Inc029,722+29,7220.000.24+0.24buy
Sagefield Capital LP12,90441,797+28,8930.120.37+0.25buy
Capital Investment Counsel, LLC43,91970,423+26,5041.161.08-0.08buy
Gladstone Institutional Advisory LLC9,02335,465+26,4420.040.14+0.10buy
Simplicity Wealth,LLC026,205+26,2050.000.04+0.04buy
STRS OHIO330,174354,296+24,1220.100.10+0.00buy
HARTLINE INVESTMENT CORP/4,78428,802+24,0180.050.36+0.31buy
Dai-ichi Life Insurance Company, Ltd106,249129,092+22,8430.150.21+0.05buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC022,400+22,4000.000.07+0.07buy
DekaBank Deutsche Girozentrale157,721179,464+21,7430.020.02+0.00buy
Versor Investments LP021,400+21,4000.000.31+0.31buy
TORTOISE CAPITAL ADVISORS, L.L.C.115,567136,706+21,1390.130.14+0.01buy
S.E.E.D. Planning Group LLC5,82626,714+20,8880.160.70+0.54buy
NATIXIS ADVISORS, LLC941,190961,163+19,9730.170.16-0.02buy
Creative Planning308,976328,686+19,7100.040.03-0.01buy
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