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 ↓ |
|---|---|---|---|
| PIER 88 INVESTMENT PARTNERS LLC | 271,722 | $12,646,000 | 3.84% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 62,536 | $2,910,000 | 1.60% |
| AEGON USA Investment Management, LLC | 101,000 | $4,701,000 | 1.55% |
| CAMDEN ASSET MANAGEMENT L P /CA | 1,004,614 | $46,745,000 | 1.49% |
| Aequim Alternative Investments LP | 150,000 | $6,981,000 | 0.93% |
| LAFFER TENGLER INVESTMENTS, INC. | 35,433 | $1,642,780,000 | 0.82% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 582,811 | $27,166,000 | 0.60% |
| RATIONAL ADVISORS LLC | 27,233 | $1,267,000 | 0.54% |
| III Capital Management | 50,000 | $2,329,000 | 0.42% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 84,458 | $3,931,000,000 | 0.34% |