Stock Transactions — SOUTHERN CO

Total Bought
111,589,771
1,103 transactions
Total Sold
67,273,570
849 transactions
Net
+44,316,201
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
BALYASNY ASSET MANAGEMENT L.P.027,108,000+27,108,0000.000.06+0.06buy
Capital World Investors41,142,07656,239,873+15,097,7970.490.74+0.25buy
SSI INVESTMENT MANAGEMENT LLC010,306,000+10,306,0000.740.79+0.05buy
Ovata Capital Management Ltd10,000,00019,500,000+9,500,0001.303.03+1.73buy
VOYA INVESTMENT MANAGEMENT LLC1,000,0004,850,000+3,850,0000.050.26+0.21buy
RATIONAL ADVISORS, INC.02,820,000+2,820,0000.000.32+0.32buy
BlackRock, Inc.02,750,967+2,750,9670.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/34,459,46236,425,526+1,966,0640.320.41+0.08buy
BlackRock, Inc.88,563,75890,368,703+1,804,9450.130.15+0.02buy
Capital Research Global Investors825,1542,614,540+1,789,3860.010.04+0.03buy
Mawer Investment Management Ltd.1,767,7733,421,757+1,653,9840.862.14+1.27buy
JANUS HENDERSON GROUP PLC77,5011,713,552+1,636,0510.000.08+0.08buy
MARSHALL WACE, LLP720,5222,334,078+1,613,5560.060.24+0.18buy
Amundi1,756,7783,324,416+1,567,6380.040.09+0.05buy
STATE STREET CORP61,490,69462,980,088+1,489,3940.180.21+0.03buy
FRANKLIN RESOURCES INC15,340,74416,809,309+1,468,5650.330.40+0.07buy
ADAGE CAPITAL PARTNERS GP, L.L.C.01,186,900+1,186,9000.000.18+0.18buy
GEODE CAPITAL MANAGEMENT, LLC27,259,12528,355,049+1,095,9240.150.17+0.02buy
Russell Investments Group, Ltd.2,772,5003,840,000+1,067,5000.000.00+0.00buy
GOLDMAN SACHS GROUP INC5,013,6305,841,923+828,2930.060.07+0.01buy
ROYAL BANK OF CANADA7,932,1048,753,175+821,0710.120.16+0.04buy
WELLINGTON MANAGEMENT GROUP LLP3,701,0984,515,730+814,6320.060.08+0.02buy
FRANKLIN RESOURCES INC5,985,7176,748,819+763,1020.070.08+0.01buy
CITIGROUP INC1,937,6242,613,850+676,2260.120.16+0.05buy
PRUDENTIAL FINANCIAL INC972,9251,590,591+617,6660.100.19+0.09buy
JONES FINANCIAL COMPANIES LLLP181,706785,700+603,9940.010.04+0.03buy
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC184,682745,127+560,4450.241.07+0.83buy
Capital World Investors11,108,57211,642,572+534,0000.080.08+0.01buy
Assenagon Asset Management S.A.77,479608,785+531,3060.010.09+0.08buy
CITADEL ADVISORS LLC392,060894,897+502,8370.020.06+0.04buy
Investment Management Corp of Ontario95,045586,932+491,8870.110.73+0.62buy
Zurich Insurance Group Ltd/FI0474,841+474,8410.000.36+0.36buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP114,224559,876+445,6520.010.03+0.02buy
BANK OF AMERICA CORP /DE/7,988,3828,380,592+392,2100.050.06+0.01buy
SCHRODER INVESTMENT MANAGEMENT GROUP331,460682,724+351,2640.020.05+0.03buy
JENNISON ASSOCIATES LLC1,596,2631,930,415+334,1520.080.13+0.04buy
Shaolin Capital Management LLC0295,733+295,7330.001.19+1.19buy
CAPITAL FUND MANAGEMENT S.A.329,431597,740+268,3090.270.52+0.25buy
VIRGINIA RETIREMENT SYSTEMS ET Al0262,477+262,4770.000.19+0.19buy
ExodusPoint Capital Management, LP576,900834,955+258,0550.560.80+0.24buy
MILLENNIUM MANAGEMENT LLC202,694458,458+255,7640.010.03+0.02buy
WELLS FARGO & COMPANY/MN4,010,5064,254,837+244,3310.070.08+0.01buy
FIFTH THIRD BANCORP106,623331,950+225,3270.030.06+0.03buy
Calamos Advisors LLC196,647420,625+223,9780.070.16+0.09buy
Nuveen, LLC423,175646,883+223,7080.010.01+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,889,1527,111,271+222,1190.090.10+0.01buy
Swiss National Bank3,014,5003,231,400+216,9000.160.18+0.02buy
Walleye Capital LLC1,319215,732+214,4130.000.13+0.13buy
BW Gestao de Investimentos Ltda.0209,292+209,2920.000.90+0.90buy
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND0207,650+207,6500.000.11+0.11buy
EDGAR LOMAX CO/VA240,695448,070+207,3751.593.08+1.49buy
ADVENT CAPITAL MANAGEMENT /DE/916,9891,121,375+204,3861.051.72+0.66buy
MACKENZIE FINANCIAL CORP206,583399,041+192,4580.020.05+0.02buy
Invesco Ltd.5,356,8275,537,999+181,1720.060.07+0.01buy
Connor, Clark & Lunn Investment Management Ltd.0180,786+180,7860.000.04+0.04buy
ENVESTNET ASSET MANAGEMENT INC2,270,8592,445,718+174,8590.060.06+0.00buy
Qube Research & Technologies Ltd691,664866,507+174,8430.090.12+0.03buy
BARCLAYS PLC4,391,0644,564,491+173,4270.150.16+0.00buy
Mitsubishi UFJ Asset Management Co., Ltd.2,334,0172,500,709+166,6920.140.16+0.02buy
TWO SIGMA INVESTMENTS, LP0155,978+155,9780.000.01+0.01buy
Susquehanna Portfolio Strategies, LLC144,095291,928+147,8330.190.42+0.22buy
AQR CAPITAL MANAGEMENT LLC236,978380,590+143,6120.010.02+0.01buy
BALYASNY ASSET MANAGEMENT L.P.16,478157,711+141,2330.000.03+0.03buy
Graham Capital Management, L.P.0129,217+129,2170.000.42+0.42buy
Voleon Capital Management LP20,672149,509+128,8370.040.31+0.27buy
CAPITAL & PLANNING, LLC15,900143,334+127,4346.428.39+1.97buy
Empower Advisory Group, LLC1,460,5991,583,291+122,6920.340.40+0.05buy
Quantinno Capital Management LP339,247459,563+120,3160.060.07+0.01buy
SEI INVESTMENTS CO416,732533,959+117,2270.040.05+0.01buy
PICTON MAHONEY ASSET MANAGEMENT0114,444+114,4440.000.12+0.12buy
NATIXIS ADVISORS, LLC1,032,6901,146,471+113,7810.130.15+0.03buy
Quadrature Capital Ltd0112,780+112,7800.000.13+0.13buy
Creative Planning481,036589,557+108,5210.030.04+0.01buy
UHLMANN PRICE SECURITIES, LLC0107,523+107,5230.000.68+0.68buy
FEDERATED HERMES, INC.1,786,4401,889,752+103,3120.260.30+0.04buy
Bank of New York Mellon Corp400,000500,000+100,0000.000.00+0.00buy
Edgestream Partners, L.P.5,332100,794+95,4620.010.32+0.31buy
Magellan Asset Management Ltd450,612545,545+94,9330.480.68+0.21buy
AMERIPRISE FINANCIAL INC1,077,3361,169,836+92,5000.010.01+0.00buy
Sterling Capital Management LLC516,512599,454+82,9420.731.10+0.36buy
DIMENSIONAL FUND ADVISORS LP2,572,1032,655,044+82,9410.050.05+0.01buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM782,470864,770+82,3000.130.17+0.04buy
ELEVATION POINT WEALTH PARTNERS, LLC7,05682,004+74,9480.030.19+0.16buy
Aequim Alternative Investments LP25,38295,382+70,0000.040.18+0.13buy
INTECH INVESTMENT MANAGEMENT LLC100,361166,933+66,5720.080.16+0.08buy
DnB Asset Management AS486,143547,110+60,9670.150.19+0.04buy
First Fiduciary Investment Counsel, Inc.5,06065,741+60,6810.091.28+1.19buy
Vestmark Advisory Solutions, Inc.9,09966,937+57,8380.010.07+0.06buy
RAYMOND JAMES FINANCIAL INC3,095,0823,152,402+57,3200.080.09+0.01buy
LPL Financial LLC3,015,1303,070,673+55,5430.070.08+0.01buy
Integrated Wealth Concepts LLC23,53478,934+55,4000.020.06+0.04buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,119,6055,173,525+53,9200.090.10+0.01buy
VICTORY CAPITAL MANAGEMENT INC450,000500,000+50,0000.010.02+0.00buy
CAHABA WEALTH MANAGEMENT, INC.339,697389,578+49,8812.062.55+0.49buy
JPMORGAN CHASE & CO48,24797,497+49,2500.000.00+0.00buy
Arkadios Wealth Advisors154,170202,443+48,2730.270.32+0.06buy
FOUNDATIONS INVESTMENT ADVISORS, LLC257,096304,223+47,1270.290.36+0.07buy
Focus Partners Wealth1,415,4461,462,181+46,7350.140.16+0.02buy
Jain Global LLC046,624+46,6240.000.06+0.06buy
LEVEL FOUR ADVISORY SERVICES, LLC48,36493,935+45,5710.140.30+0.16buy
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