SOUTHERN CO's ticker is SOLN and the CUSIP is 842587602.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $24,383,000 | +14.1% | 460,223 | +17.6% | 0.06% | +47.7% |
| Q1 2022 | $21,378,000 | -3.8% | 391,458 | -5.3% | 0.04% | -13.7% |
| Q4 2021 | $22,220,000 | +10.1% | 413,404 | +4.5% | 0.05% | 0.0% |
| Q3 2021 | $20,186,000 | +14.3% | 395,729 | +13.4% | 0.05% | +21.4% |
| Q2 2021 | $17,662,000 | -7.2% | 348,838 | -6.7% | 0.04% | -19.2% |
| Q1 2021 | $19,032,000 | +7.9% | 373,691 | +10.0% | 0.05% | +2.0% |
| Q4 2020 | $17,636,000 | -41.9% | 339,809 | -47.9% | 0.05% | +6.2% |
| Q3 2020 | $30,330,000 | +3.4% | 651,678 | -2.1% | 0.05% | -5.9% |
| Q2 2020 | $29,326,000 | +88.7% | 665,590 | +90.1% | 0.05% | -35.4% |
| Q1 2020 | $15,543,000 | -26.2% | 350,062 | -10.4% | 0.08% | -2.5% |
| Q4 2019 | $21,061,000 | +4.5% | 390,738 | +3.7% | 0.08% | -13.8% |
| Q3 2019 | $20,159,000 | – | 376,735 | – | 0.09% | – |
Download | ||||||
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% |