investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

SOUTHERN CO
(842587107)

Funds Reporting Holdings of SOUTHERN CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
MOON Capital Management LLC 12,093 $668,501k Jun 30, 2019 Jul 11, 2019
Alphasimplex Group LLC 10,829 $598,627k Jun 30, 2019 Aug 14, 2019
DUFF & Phelps Investment Management Co 1,909,460 $105,555k Jun 30, 2019 Aug 2, 2019
Zimmer Partners LP 1,194,000 $66,004k Jun 30, 2019 Aug 14, 2019
Hennessy Advisors Inc 823,200 $45,506k Jun 30, 2019 Jul 11, 2019
Interocean Capital LLC 576,872 $31,889k Jun 30, 2019 Aug 13, 2019
Gabelli Funds LLC 450,000 $24,876k Jun 30, 2019 Aug 2, 2019
Magellan Asset Management Limited 436,563 $24,133k Jun 30, 2019 Aug 13, 2019
The Bollard Group LLC 303,094 $16,755k Jun 30, 2019 Aug 13, 2019
Willis Investment Counsel Inc 288,815 $15,966k Jun 30, 2019 Aug 14, 2019
Davidson Investment Advisors Inc 269,624 $14,905k Jun 30, 2019 Aug 13, 2019
LNZ Capital LP 235,000 $12,991k Jun 30, 2019 Aug 14, 2019
Acadian Asset Management LLC 208,709 $11,538k Jun 30, 2019 Aug 8, 2019
Cornerstone Capital Inc 208,355 $11,518k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 208,355 $11,518k Jun 30, 2019 Aug 14, 2019
Sadoff Investment Management LLC 198,987 $11,000k Jun 30, 2019 Aug 7, 2019
Centenus Global Management LP 190,000 $10,503k Jun 30, 2019 Aug 14, 2019
QS Investors LLC 150,691 $8,331k Jun 30, 2019 Aug 14, 2019
Bridgeworth LLC 145,903 $8,065k Jun 30, 2019 Jul 25, 2019
Northstar Investment Advisors LLC 141,086 $7,799k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 141,086 $7,799k Jun 30, 2019 Jul 17, 2019
Eagle Ridge Investment Management LLC 126,508 $6,993k Jun 30, 2019 Aug 1, 2019
Edgemoor Investment Advisors Inc 124,006 $6,855k Jun 30, 2019 Aug 9, 2019
Buckhead Capital Management LLC 119,577 $6,610k Jun 30, 2019 Aug 1, 2019
Morgan Dempsey Capital Management LLC 110,418 $6,104k Jun 30, 2019 Aug 8, 2019
AULL & Monroe Investment Management Corp 101,859 $5,630k Jun 30, 2019 Jul 29, 2019
Pacer Advisors Inc 98,630 $5,452k Jun 30, 2019 Aug 12, 2019
Cahaba Wealth Management Inc 95,163 $5,260k Jun 30, 2019 Jul 31, 2019
Greenwood Gearhart Inc 94,664 $5,233k Jun 30, 2019 Aug 7, 2019
Financial Advantage Inc 92,079 $5,090k Jun 30, 2019 Jul 23, 2019
New England Asset Management Inc 90,125 $4,982k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 89,867 $4,968k Jun 30, 2019 Aug 12, 2019
Woodmont Investment Counsel LLC 86,797 $4,798k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 100,772 $4,505k Sep 30, 2015 Nov 16, 2015
Cohen & Steers Capital Management Inc 84,357 $3,735k Mar 31, 2015 May 15, 2015
Woodley Farra Manion Portfolio Management Inc 65,730 $3,634k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 63,780 $3,526k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 63,780 $3,526k Jun 30, 2019 Aug 12, 2019
Marshwinds Advisory Company 75,074 $3,297k Dec 31, 2018 Jan 7, 2019
Baugh & Associates LLC 58,181 $3,216k Jun 30, 2019 Jul 23, 2019
Monte Financial Group LLC 54,383 $3,006k Jun 30, 2019 Aug 7, 2019
Folger Nolan Fleming Douglas Capital Management Inc 53,958 $2,983k Jun 30, 2019 Aug 9, 2019
Nepsis Inc 52,807 $2,849k Jun 30, 2019 Jul 22, 2019
Merriman Wealth Management LLC 4,656 $2,553k Jun 30, 2019 Jul 31, 2019
WE Donoghue & Co LLC 45,772 $2,530k Jun 30, 2019 Jul 23, 2019
Murphy Middleton Hinkle & Parker Inc 43,481 $2,404k Jun 30, 2019 Jul 15, 2019
Dupont Capital Management Corp 42,022 $2,323k Jun 30, 2019 Jul 30, 2019
Hengehold Capital Management LLC 40,945 $2,263k Jun 30, 2019 Jul 23, 2019
Armor Investment Advisors LLC 39,266 $2,171k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 39,266 $2,171k Jun 30, 2019 Aug 13, 2019
Argyle Capital Management Inc 39,259 $2,170k Jun 30, 2019 Jul 25, 2019
Family Legacy Inc 39,024 $2,157k Jun 30, 2019 Jul 25, 2019
Newsquare Capital LLC 36,879 $2,039k Jun 30, 2019 Aug 20, 2019
Greatmark Investment Partners Inc 35,105 $1,941k Jun 30, 2019 Aug 5, 2019
Telos Capital Management Inc 35,002 $1,935k Jun 30, 2019 Jul 19, 2019
1919 Investment Counsel LLC 42,375 $1,850k Sep 30, 2014 Nov 14, 2014
DAY & Ennis LLC 29,565 $1,634k Jun 30, 2019 Aug 2, 2019
Bennicas & Associates Inc 28,050 $1,551k Jun 30, 2019 Jul 12, 2019
Nicholas Hoffman & Company LLC 27,372 $1,513k Jun 30, 2019 Aug 12, 2019
Asset Advisors Investment Management LLC 26,027 $1,439k Jun 30, 2019 Jul 25, 2019
Brookmont Capital Management LLC 25,302 $1,399k Jun 30, 2019 Jul 18, 2019
Access Financial Services Inc 25,245 $1,396k Jun 30, 2019 Jul 24, 2019
Waters Parkerson & Co LLC 25,159 $1,391k Jun 30, 2019 Aug 6, 2019
LLBH Private Wealth Management LLC 24,906 $1,377k Jun 30, 2019 Aug 13, 2019
ZWJ Investment Counsel Inc 24,750 $1,368k Jun 30, 2019 Jul 24, 2019
Bristlecone Advisors LLC 24,494 $1,354k Jun 30, 2019 Jul 19, 2019
Investment Counsel Inc 23,675 $1,318k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 23,675 $1,318k Jun 30, 2019 Jul 29, 2019
Strategy Asset Managers LLC 23,632 $1,306k Jun 30, 2019 Aug 14, 2019
Berkeley Capital Partners LLC 22,113 $1,222k Jun 30, 2019 Aug 8, 2019
Stewardship Financial Advisors LLC 21,520 $1,190k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 21,520 $1,190k Jun 30, 2019 Aug 12, 2019
Ipswich Investment Management Company Inc 21,514 $1,189k Jun 30, 2019 Jul 11, 2019
Capwealth Advisors LLC 21,401 $1,183k Jun 30, 2019 Aug 13, 2019
Mcmillion Capital Management Inc 19,050 $1,053k Jun 30, 2019 Jul 25, 2019
Cohen Capital Management Inc 19,000 $1,050k Jun 30, 2019 Aug 7, 2019
KMS Financial Services Inc 23,993 $1,047k Sep 30, 2014 Nov 17, 2014
Cornell Pochily Investment Advisors Inc 18,718 $1,035k Jun 30, 2019 Jul 22, 2019
Rodgers Brothers Inc 18,418 $1,018k Jun 30, 2019 Aug 14, 2019
Secrest Blakey & Associates LLC 17,722 $980k Jun 30, 2019 Aug 13, 2019
Woodstock Corporation 17,676 $977k Jun 30, 2019 Jul 3, 2019
Aldebaran Financial Inc 17,579 $972k Jun 30, 2019 Aug 14, 2019
Stadion Money Management LLC 17,496 $967k Jun 30, 2019 Aug 14, 2019
Southeast Asset Advisors Inc 17,362 $960k Jun 30, 2019 Aug 14, 2019
Benedict Financial Advisors Inc 16,203 $896k Jun 30, 2019 Aug 1, 2019
Shepherd Financial Partners LLC 15,694 $868k Jun 30, 2019 Aug 5, 2019
Blue FIN Capital Inc 15,687 $867k Jun 30, 2019 Jul 22, 2019
Stokes & Hubbell Capital Management LLC 16,406 $848k Mar 31, 2019 Apr 24, 2019
Strategic International Limited 15,297 $846k Jun 30, 2019 Jul 29, 2019
Hussman Strategic Advisors Inc 15,000 $829k Jun 30, 2019 Jul 31, 2019
Biltmore Family Office LLC 15,000 $829k Jun 30, 2019 Jul 31, 2019
Mcrae Capital Management Inc 14,600 $807k Jun 30, 2019 Jul 29, 2019
Abbrea Capital LLC 14,607 $807k Jun 30, 2019 Jul 31, 2019
Calamos Wealth Management LLC 14,526 $803k Jun 30, 2019 Aug 7, 2019
Chatham Capital Group Inc 14,462 $799k Jun 30, 2019 Jul 24, 2019
Mckinley Carter Wealth Services Inc 14,384 $795k Jun 30, 2019 Aug 2, 2019
American Asset Management Inc 13,521 $747k Jun 30, 2019 Jul 31, 2019
LBMC Investment Advisors LLC 12,950 $716k Jun 30, 2019 Jul 18, 2019
Hoylecohen LLC 12,015 $664k Jun 30, 2019 Aug 9, 2019
Cipher Capital LP 11,951 $661k Jun 30, 2019 Aug 13, 2019
Clarkston Capital Partners LLC 10,580 $585k Jun 30, 2019 Jul 24, 2019
ST Johns Investment Management Company LLC 10,573 $584k Jun 30, 2019 Jul 24, 2019
Schaller Investment Group Inc 10,553 $583k Jun 30, 2019 Aug 9, 2019
BHK Investment Advisors LLC 10,536 $582k Jun 30, 2019 Aug 2, 2019
Marietta Wealth Management LLC 10,364 $573k Jun 30, 2019 Aug 14, 2019
Summit Financial Group Inc 10,330 $571k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 10,330 $571k Jun 30, 2019 Jul 3, 2019
Acorn Wealth Advisors LLC 8,895 $516k Jun 30, 2019 Aug 14, 2019
Abner Herrman & Brock LLC 9,183 $508k Jun 30, 2019 Jul 19, 2019
Crossvault Capital Management LLC 9,075 $502k Jun 30, 2019 Jul 19, 2019
Benin Management Corp 9,068 $501k Jun 30, 2019 Jul 31, 2019
Wells Trecaso Financial Group LLC 9,055 $501k Jun 30, 2019 Jul 22, 2019
Resource Planning Group Ltd 8,843 $489k Jun 30, 2019 Jul 18, 2019
Successful Portfolios LLC 8,402 $464k Jun 30, 2019 Jul 11, 2019
Howard Capital Management Inc 8,364 $462k Jun 30, 2019 Jul 24, 2019
Probity Advisors Inc 8,271 $457k Jun 30, 2019 Aug 8, 2019
Crabel Capital Management LLC 8,104 $448k Jun 30, 2019 Aug 13, 2019
Confluence Wealth Management LLC 8,047 $445k Jun 30, 2019 Aug 9, 2019
Energy Income Partners LLC 8,047 $445k Jun 30, 2019 Aug 14, 2019
DAVY Asset Management Limited 7,767 $429k Jun 30, 2019 Jul 19, 2019
Golub Group LLC 7,520 $416k Jun 30, 2019 Aug 13, 2019
GSB Wealth Management LLC 7,480 $413k Jun 30, 2019 Aug 9, 2019
Wealth Alliance Advisory Group LLC 7,313 $410k Jun 30, 2019 Jul 17, 2019
Intersect Capital LLC 7,373 $408k Jun 30, 2019 Aug 9, 2019
Marco Investment Management LLC 7,304 $404k Jun 30, 2019 Aug 6, 2019
Gilbert & COOK Inc 7,141 $395k Jun 30, 2019 Aug 5, 2019
LOWE Brockenbrough & Company Inc 7,038 $389k Jun 30, 2019 Aug 12, 2019
Keystone Financial Planning Inc 7,010 $388k Jun 30, 2019 Aug 5, 2019
Stokes Capital Advisors LLC 6,960 $385k Jun 30, 2019 Jul 15, 2019
MRAZ Amerine & Associates Inc 6,890 $381k Jun 30, 2019 Aug 2, 2019
White Lighthouse Investment Management Inc 6,705 $371k Jun 30, 2019 Jul 31, 2019
Summit Financial Wealth Advisors LLC 6,624 $366k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 6,624 $366k Jun 30, 2019 Jul 16, 2019
Peninsula Asset Management Inc 6,590 $364k Jun 30, 2019 Aug 15, 2019
Altfest L J & Co Inc 6,574 $363k Jun 30, 2019 Jul 15, 2019
Isthmus Partners LLC 6,450 $357k Jun 30, 2019 Aug 9, 2019
Baring International Investment Ltd 7,760 $352k Jun 30, 2014 Jul 21, 2014
Capital Counsel LLC 6,313 $349k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 6,313 $349k Jun 30, 2019 Jul 26, 2019
Becker Capital Management Inc 6,083 $336k Jun 30, 2019 Aug 8, 2019
Strategic Advisors LLC 5,844 $323k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 5,844 $323k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 5,844 $323k Jun 30, 2019 Jul 22, 2019
Violich Capital Management 5,779 $319k Jun 30, 2019 Jul 22, 2019
JGP Wealth Management LLC 5,743 $317k Jun 30, 2019 Jul 15, 2019
Donald L Hagan LLC 5,687 $314k Jun 30, 2019 Jul 18, 2019
Osborne Partners Capital Management LLC 5,620 $311k Jun 30, 2019 Jul 18, 2019
Ascension Asset Management LLC 5,458 $302k Jun 30, 2019 Jul 23, 2019
Zevin Asset Management LLC 5,300 $293k Jun 30, 2019 Aug 6, 2019
Signature Financial Management Inc 6,323 $278k Dec 31, 2018 Feb 13, 2019
Marble Harbor Investment Counsel LLC 4,992 $276k Jun 30, 2019 Aug 7, 2019
RNC Capital Management LLC 4,811 $266k Jun 30, 2019 Jul 25, 2019
Cfo4Life Group LLC 4,774 $264k Jun 30, 2019 Jul 29, 2019
Salem Capital Management Inc 4,750 $263k Jun 30, 2019 Jul 9, 2019
Boston Research and Management Inc 4,710 $260k Jun 30, 2019 Aug 7, 2019
Centre Asset Management LLC 4,660 $258k Jun 30, 2019 Jul 15, 2019
Tufton Capital Management LLC 4,607 $254k Jun 30, 2019 Jul 26, 2019
Dividend Assets Capital LLC 4,440 $245k Jun 30, 2019 Jul 12, 2019
Altman Advisors Inc 4,400 $243k Jun 30, 2019 Jul 12, 2019
Thompson Investment Management Inc 4,381 $242k Jun 30, 2019 Aug 7, 2019
First Manhattan Co 4,335 $239k Jun 30, 2019 Aug 16, 2019
Seven Eight Capital LP 4,328 $239k Jun 30, 2019 Aug 12, 2019
Peak Asset Management LLC 4,300 $238k Jun 30, 2019 Aug 15, 2019
Thomas Story and SON LLC 4,300 $238k Jun 30, 2019 Jul 29, 2019
Spearhead Capital Advisors LLC 4,300 $238k Jun 30, 2019 Jul 17, 2019
Summit Asset Management LLC 4,189 $232k Jun 30, 2019 Aug 7, 2019
Meridian Investment Counsel Inc 4,202 $232k Jun 30, 2019 Aug 13, 2019
HIGH Falls Advisors Inc 4,187 $231k Jun 30, 2019 Aug 15, 2019
WE ARE One Seven LLC 4,146 $229k Jun 30, 2019 Jul 16, 2019
Altavista Wealth Management Inc 4,038 $223k Jun 30, 2019 Aug 13, 2019
Sigma Investment Counselors Inc 3,996 $221k Jun 30, 2019 Jul 23, 2019
Asset Management Advisors Inc 4,000 $221k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors LLC 4,000 $221k Jun 30, 2019 Jul 26, 2019
MANA Advisors LLC 3,965 $219k Jun 30, 2019 Aug 14, 2019
Hourglass Capital LLC 3,950 $218k Jun 30, 2019 Aug 12, 2019
Bourne LENT Asset Management Inc 3,931 $217k Jun 30, 2019 Jul 29, 2019
West Chester Capital Advisors Inc 3,845 $213k Jun 30, 2019 Jul 30, 2019
SVA Plumb Wealth Management LLC 3,829 $212k Jun 30, 2019 Aug 13, 2019
Gratus Capital LLC 3,824 $211k Jun 30, 2019 Aug 7, 2019
Weybosset Research & Management LLC 3,800 $210k Jun 30, 2019 Jul 22, 2019
GM Advisory Group Inc 3,792 $210k Jun 30, 2019 Aug 9, 2019
Wealthstar Advisors LLC 3,722 $206k Jun 30, 2019 Aug 7, 2019
Alpine Woods Capital Investors LLC 3,700 $205k Jun 30, 2019 Aug 5, 2019
DT Investment Partners LLC 2,853 $158k Jun 30, 2019 Jul 30, 2019
Horan Securities Inc 2,437 $135k Jun 30, 2019 Jul 24, 2019
Interactive Financial Advisors Inc 2,208 $122k Jun 30, 2019 Jul 17, 2019
Arlington Partners LLC 2,000 $111k Jun 30, 2019 Jul 10, 2019
Viking Fund Management LLC 1,400 $77k Jun 30, 2019 Jul 16, 2019
Lucia Wealth Services LLC 910 $50k Jun 30, 2019 Jul 23, 2019
Whitnell & Co 885 $49k Jun 30, 2019 Jul 16, 2019
Tower VIEW Investment Management & Research LLC 119 $7k Jun 30, 2019 Jul 17, 2019
The Fiduciary Group LLC 77 $4k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 11 $1k Jun 30, 2019 Aug 21, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.