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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 Corp 208,355 $11,518k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 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 Management Inc 63,780 $3,526k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 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
Private Counsel Group Ltd 23,675 $1,318k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 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 Advisors LLC 21,520 $1,190k Jun 30, 2019 Aug 12, 2019
Stewardship Financial 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
Biltmore Family Office LLC 15,000 $829k Jun 30, 2019 Jul 31, 2019
Hussman Strategic Advisors Inc 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 Wealth Advisors Inc 6,624 $366k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 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 Investment Advisors Inc 5,844 $323k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 5,844 $323k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 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
Spearhead Capital Advisors LLC 4,300 $238k Jun 30, 2019 Jul 17, 2019
Thomas Story and SON LLC 4,300 $238k Jun 30, 2019 Jul 29, 2019
Peak Asset Management LLC 4,300 $238k Jun 30, 2019 Aug 15, 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
Asset Management Advisors LLC 4,000 $221k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors Inc 4,000 $221k Jun 30, 2019 Jul 26, 2019
Sigma Investment Counselors Inc 3,996 $221k Jun 30, 2019 Jul 23, 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

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