Purchases and Sales Made in Q1 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q1 2023. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
8.18MNew |
$510M - $593M
|
8.18M
$681M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.75M+ 586.31% |
$296M - $345M
|
5.56M
$463M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.07M+ 162.37% |
$253M - $295M
|
6.57M
$547M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.37M+ 150.26% |
$210M - $245M
|
5.62M
$468M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.97M+ 34.9% |
$123M - $143M
|
7.61M
$634M
|
|
|
May 12, 2023
Q1 2023
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
1.59M+ 113.18% |
$99.1M - $115M
|
2.99M
$249M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.29M+ 17.2% |
$80.5M - $93.6M
|
8.8M
$733M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.28M+ 2.13% |
$80M - $93.1M
|
61.5M
$5.12B
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.2MNew |
$74.8M - $87M
|
1.2M
$100M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.06M+ 1.08% |
$66M - $76.8M
|
99M
$8.24B
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
818K+ 3.08% |
$51M - $59.3M
|
27.4M
$2.28B
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
743K+ 56.25% |
$46.3M - $53.9M
|
2.06M
$172M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
658K+ 139.96% |
$41M - $47.7M
|
1.13M
$93.9M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
619K+ 3179.23% |
$38.6M - $44.9M
|
638K
$53.2M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
512K+ 13.9% |
$31.9M - $37.1M
|
4.2M
$350M
|
|
|
May 12, 2023
Q1 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
510K+ 99.58% |
$31.8M - $37M
|
1.02M
$85.1M
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
505K+ 37.92% |
$31.5M - $36.6M
|
1.84M
$153M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
349K+ 2.32% |
$21.8M - $25.3M
|
15.4M
$1.28B
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
331K+ 12.65% |
$20.6M - $24M
|
2.95M
$245M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
293K+ 7.72% |
$18.2M - $21.2M
|
4.08M
$340M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
293K+ 7.72% |
$18.2M - $21.2M
|
4.08M
$340M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
287K+ 1079.07% |
$17.9M - $20.8M
|
314K
$26.1M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
281KNew |
$17.5M - $20.4M
|
281K
$23.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
280K+ 7478.16% |
$17.4M - $20.3M
|
283K
$23.6M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
273K+ 67.22% |
$17M - $19.8M
|
680K
$56.7M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
272K+ 6.09% |
$16.9M - $19.7M
|
4.73M
$394M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
271K+ 35.64% |
$16.9M - $19.6M
|
1.03M
$85.7M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
244K+ 7.09% |
$15.2M - $17.7M
|
3.68M
$307M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
233K+ 6.45% |
$14.5M - $16.9M
|
3.85M
$320M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
219KNew |
$13.7M - $15.9M
|
219K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
206K+ 2.24% |
$12.8M - $14.9M
|
9.4M
$783M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
204K+ 189.86% |
$12.7M - $14.8M
|
311K
$25.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
189K+ 681.13% |
$11.8M - $13.7M
|
217K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 10.23% |
$11.3M - $13.1M
|
1.95M
$163M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 9.26% |
$9.89M - $11.5M
|
1.87M
$156M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
150K+ 31.58% |
$9.33M - $10.9M
|
624K
$52M
|
|
|
May 12, 2023
Q1 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
136KNew |
$8.5M - $9.89M
|
136K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
122K+ 6.75% |
$7.57M - $8.81M
|
1.92M
$160M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
111K+ 1336.18% |
$6.91M - $8.04M
|
119K
$9.92M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
110K+ 1297.54% |
$6.83M - $7.95M
|
118K
$9.83M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
107K+ 10719.7% |
$6.68M - $7.77M
|
108K
$9.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
101KNew |
$6.29M - $7.31M
|
101K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
98.9K+ 2200.38% |
$6.16M - $7.17M
|
103K
$8.61M
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
95.4K+ 607.63% |
$5.94M - $6.91M
|
111K
$9.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
95.1K+ 44.75% |
$5.93M - $6.89M
|
308K
$25.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
92.7K+ 5.95% |
$5.78M - $6.72M
|
1.65M
$137M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
90.4K+ 11.4% |
$5.63M - $6.55M
|
883K
$73.5M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
89.4K+ 43.57% |
$5.57M - $6.48M
|
294K
$24.5M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
86.5KNew |
$5.39M - $6.27M
|
86.5K
$7.2M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.2K+ 8.4% |
$5.13M - $5.96M
|
1.06M
$88.4M
|