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 |