SOUTHERN CO's ticker is SOLN and the CUSIP is 842587602.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $5,489,000 | +33.8% | 103,613 | +37.9% | 0.40% | +62.6% |
| Q1 2022 | $4,102,000 | +64.8% | 75,113 | +62.2% | 0.24% | +58.8% |
| Q4 2021 | $2,489,000 | +38.2% | 46,313 | +31.2% | 0.15% | +8.5% |
| Q3 2021 | $1,801,000 | +0.7% | 35,313 | 0.0% | 0.14% | -33.2% |
| Q2 2021 | $1,788,000 | +28.9% | 35,313 | +29.7% | 0.21% | -17.6% |
| Q1 2021 | $1,387,000 | -1.8% | 27,233 | 0.0% | 0.26% | -32.5% |
| Q4 2020 | $1,413,000 | +11.5% | 27,233 | 0.0% | 0.38% | -30.2% |
| Q3 2020 | $1,267,000 | +5.6% | 27,233 | 0.0% | 0.54% | -12.6% |
| Q2 2020 | $1,200,000 | -23.7% | 27,233 | -23.1% | 0.62% | -45.9% |
| Q1 2020 | $1,573,000 | +635.0% | 35,433 | +791.2% | 1.15% | +1048.0% |
| Q4 2019 | $214,000 | – | 3,976 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIER 88 INVESTMENT PARTNERS LLC | 281,665 | $15,382,000 | 5.51% |
| AEGON USA Investment Management, LLC | 101,118 | $5,522,000 | 2.58% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 288,427 | $15,751,000 | 2.34% |
| MIZUHO SECURITIES USA LLC | 202,501 | $10,855,000 | 1.55% |
| Laffer Tengler Investments, Inc. | 54,388 | $2,975,513,000 | 0.90% |
| ICA Group Wealth Management, LLC | 74,150 | $4,158,000 | 0.79% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 560,514 | $30,610,000 | 0.43% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 440,913 | $24,110,000 | 0.39% |
| TWO SIGMA INVESTMENTS, LP | 1,736,769 | $94,845,000 | 0.28% |
| RATIONAL ADVISORS LLC | 75,113 | $4,102,000 | 0.24% |