Purchases and Sales Made in Q4 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.01MNew |
$572M - $651M
|
9.01M
$751M
|
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.11MNew |
$387M - $441M
|
6.11M
$508M
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.17MNew |
$328M - $374M
|
5.17M
$430M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.6M+ 6.03% |
$292M - $332M
|
81M
$6.74B
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.26M+ 3.45% |
$207M - $236M
|
97.9M
$8.15B
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.74MNew |
$110M - $126M
|
1.74M
$145M
|
|
|
Feb 14, 2023
Q4 2022
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
1.65M+ 1647.35% |
$105M - $119M
|
1.75M
$146M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
1.4MNew |
$89.1M - $102M
|
1.4M
$117M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
823K+ 45.91% |
$52.2M - $59.5M
|
2.62M
$218M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
791K+ 121.82% |
$50.2M - $57.1M
|
1.44M
$120M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
635K+ 71.87% |
$40.3M - $45.9M
|
1.52M
$126M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
585K+ 3.09% |
$37.1M - $42.3M
|
19.5M
$1.63B
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
558K+ 19.51% |
$35.4M - $40.3M
|
3.42M
$284M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
538K+ 52.79% |
$34.1M - $38.9M
|
1.56M
$130M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
531K+ 7.61% |
$33.7M - $38.3M
|
7.51M
$625M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
515K+ 13.03% |
$32.6M - $37.2M
|
4.46M
$372M
|
|
|
Feb 10, 2023
Q4 2022
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
512KNew |
$32.5M - $37M
|
512K
$42.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
437K+ 47.49% |
$27.8M - $31.6M
|
1.36M
$113M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
432K+ 51.06% |
$27.4M - $31.2M
|
1.28M
$106M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
410K+ 6137.15% |
$26M - $29.6M
|
416K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
371K+ 358.26% |
$23.5M - $26.8M
|
474K
$39.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
364K+ 38.0% |
$23.1M - $26.3M
|
1.32M
$110M
|
|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
349KNew |
$22.1M - $25.2M
|
349K
$29M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
323K+ 6.06% |
$20.5M - $23.3M
|
5.64M
$470M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
316K+ 3.77% |
$20.1M - $22.8M
|
8.7M
$724M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
307K+ 9.8% |
$19.5M - $22.2M
|
3.44M
$287M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
305K+ 16.66% |
$19.3M - $22M
|
2.13M
$178M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
281K+ 17.16% |
$17.8M - $20.3M
|
1.92M
$160M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
264K+ 15.52% |
$16.8M - $19.1M
|
1.97M
$164M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
256K+ 2.86% |
$16.2M - $18.5M
|
9.19M
$765M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
244K+ 5.14% |
$15.5M - $17.6M
|
4.98M
$415M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
230K+ 6.28% |
$14.6M - $16.6M
|
3.9M
$324M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
228K+ 4.07% |
$14.5M - $16.5M
|
5.83M
$486M
|
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
206KNew |
$13.1M - $14.9M
|
206K
$17.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
205KNew |
$13M - $14.8M
|
205K
$17.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
194K+ 102.97% |
$12.3M - $14M
|
382K
$31.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
193KNew |
$12.3M - $14M
|
193K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
187KNew |
$11.9M - $13.5M
|
187K
$15.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
177K+ 1781.14% |
$11.2M - $12.8M
|
187K
$15.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
176K+ 84.94% |
$11.2M - $12.7M
|
384K
$32M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
172K+ 149.33% |
$10.9M - $12.4M
|
287K
$23.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
170K+ 486.59% |
$10.8M - $12.3M
|
205K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
163K+ 53.06% |
$10.3M - $11.8M
|
470K
$39.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
157K+ 3.74% |
$9.99M - $11.4M
|
4.37M
$364M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
151K+ 59.52% |
$9.6M - $10.9M
|
406K
$33.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
146K+ 67.9% |
$9.25M - $10.5M
|
360K
$30M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
141K+ 0.94% |
$8.93M - $10.2M
|
15.1M
$1.26B
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
139K+ 182.62% |
$8.79M - $10M
|
214K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
135K+ 11.63% |
$8.55M - $9.74M
|
1.29M
$108M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
134K+ 3.86% |
$8.52M - $9.7M
|
3.62M
$301M
|