Purchases and Sales Made in Q4 2023 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12M+ 160.45% |
$754M - $879M
|
19.5M
$1.63B
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
9MNew |
$564M - $658M
|
9M
$750M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5.71M+ 53.16% |
$358M - $417M
|
16.4M
$1.37B
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.53MNew |
$221M - $258M
|
3.53M
$294M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.66M+ 18.45% |
$104M - $121M
|
10.7M
$889M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.56M+ 9582.15% |
$97.9M - $114M
|
1.58M
$131M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.35M+ 63.6% |
$84.4M - $98.4M
|
3.46M
$288M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.18M+ 6303.72% |
$74M - $86.3M
|
1.2M
$99.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
851K+ 22.36% |
$53.3M - $62.2M
|
4.66M
$388M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
812KNew |
$50.9M - $59.3M
|
812K
$67.6M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
804K+ 1.28% |
$50.4M - $58.8M
|
63.6M
$5.3B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
767K+ 7.82% |
$48.1M - $56.1M
|
10.6M
$881M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
504K+ 7.32% |
$31.6M - $36.8M
|
7.38M
$615M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
494KNew |
$31M - $36.1M
|
494K
$41.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
474K+ 8.8% |
$29.7M - $34.6M
|
5.86M
$488M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
465K+ 12.2% |
$29.1M - $34M
|
4.27M
$356M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
435K+ 30.51% |
$27.3M - $31.8M
|
1.86M
$155M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
431K+ 400.93% |
$27M - $31.5M
|
539K
$44.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
430K+ 51.52% |
$26.9M - $31.4M
|
1.26M
$105M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
404KNew |
$25.4M - $29.5M
|
404K
$33.7M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
396K+ 358.96% |
$24.8M - $28.9M
|
506K
$42.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
393K+ 1.95% |
$24.7M - $28.7M
|
20.5M
$1.71B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
363K+ 4.81% |
$22.8M - $26.5M
|
7.91M
$659M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
360K+ 11.25% |
$22.5M - $26.3M
|
3.56M
$296M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
326KNew |
$20.5M - $23.9M
|
326K
$27.2M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
316KNew |
$19.8M - $23.1M
|
316K
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
276KNew |
$17.3M - $20.2M
|
276K
$23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
275K+ 457.18% |
$17.3M - $20.1M
|
335K
$27.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
268K+ 5.29% |
$16.8M - $19.6M
|
5.34M
$445M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
246K+ 1282.5% |
$15.4M - $18M
|
266K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
246KNew |
$15.4M - $18M
|
246K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
239K+ 12.77% |
$15M - $17.5M
|
2.11M
$176M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
229K+ 80.28% |
$14.4M - $16.8M
|
515K
$42.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
229KNew |
$14.4M - $16.7M
|
229K
$19.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
225KNew |
$14.1M - $16.5M
|
225K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
221K+ 22.76% |
$13.9M - $16.2M
|
1.19M
$99.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
218KNew |
$13.7M - $16M
|
218K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
191K+ 5369.05% |
$12M - $14M
|
195K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
189K+ 72.59% |
$11.8M - $13.8M
|
449K
$37.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
176K+ 63.38% |
$11.1M - $12.9M
|
454K
$37.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
169KNew |
$10.6M - $12.4M
|
169K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
164KNew |
$10.3M - $12M
|
164K
$13.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
151K+ 506.93% |
$9.5M - $11.1M
|
181K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
147KNew |
$9.24M - $10.8M
|
147K
$12.3M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
144K+ 8.61% |
$9.04M - $10.5M
|
1.82M
$151M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
142K+ 6.53% |
$8.94M - $10.4M
|
2.33M
$194M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
138K+ 1474.37% |
$8.67M - $10.1M
|
148K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
134K+ 26.06% |
$8.43M - $9.83M
|
650K
$54.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
129K+ 182.98% |
$8.09M - $9.43M
|
200K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
125KNew |
$7.87M - $9.17M
|
125K
$10.4M
|