SOUTHERN CO's ticker is SOLN and the CUSIP is 842587602.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $70,221,000 | +165.1% | 1,327,425 | +167.9% | 2.17% | +120.1% |
| Q4 2021 | $26,487,000 | +29.9% | 495,546 | +23.9% | 0.98% | +22.5% |
| Q3 2021 | $20,393,000 | -4.3% | 400,000 | -4.1% | 0.80% | +8.8% |
| Q4 2020 | $21,320,000 | -54.4% | 417,214 | -58.5% | 0.74% | -50.5% |
| Q3 2020 | $46,745,000 | -21.4% | 1,004,614 | -25.6% | 1.49% | -30.0% |
| Q2 2020 | $59,490,000 | -42.2% | 1,350,214 | -39.9% | 2.14% | -30.0% |
| Q1 2020 | $102,968,000 | +10.8% | 2,247,414 | +30.2% | 3.05% | +1.9% |
| Q4 2019 | $92,908,000 | +4.5% | 1,725,629 | +4.0% | 2.99% | +2.1% |
| Q3 2019 | $88,910,000 | – | 1,660,000 | – | 2.93% | – |
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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% |