SOUTHERN CO's ticker is SOLN and the CUSIP is 842587602.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $237,000 | -81.6% | 4,475 | -81.1% | 0.01% | -76.2% |
| Q1 2022 | $1,290,000 | +6.3% | 23,615 | +4.7% | 0.02% | +16.7% |
| Q4 2021 | $1,213,000 | +10.8% | 22,565 | +5.1% | 0.02% | +5.9% |
| Q3 2021 | $1,095,000 | -0.6% | 21,465 | -1.4% | 0.02% | 0.0% |
| Q2 2021 | $1,102,000 | -0.8% | 21,770 | -0.2% | 0.02% | -5.6% |
| Q1 2021 | $1,111,000 | +1.0% | 21,820 | +2.9% | 0.02% | -10.0% |
| Q4 2020 | $1,100,000 | +69.2% | 21,195 | +51.7% | 0.02% | +53.8% |
| Q3 2020 | $650,000 | – | 13,970 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 274,953 | $16,133,000 | 3.31% |
| PIER 88 INVESTMENT PARTNERS LLC | 260,022 | $13,976,000 | 2.97% |
| AEGON USA Investment Management, LLC | 87,200 | $4,687,000 | 1.30% |
| CAMDEN ASSET MANAGEMENT L P /CA | 495,546 | $26,487,000 | 0.98% |
| LAFFER TENGLER INVESTMENTS, INC. | 54,192 | $2,913,307,000 | 0.84% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 560,514 | $30,128,000 | 0.43% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 432,913 | $23,270,000 | 0.39% |
| Ardent Capital Management, Inc. | 5,283 | $282,000 | 0.19% |
| FRANKLIN RESOURCES INC | 9,163,976 | $492,564,000 | 0.18% |
| SSI INVESTMENT MANAGEMENT LLC | 55,975 | $2,992,000 | 0.18% |