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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$234M +$132M +2,130,896 +138%
Janus Henderson Group
27
Janus Henderson Group
$232M -$7.17M -115,629 -3%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$224M +$20.7M +333,333 +10%
ZP
29
Zimmer Partners
New York
$223M +$49.7M +801,801 +30%
Morgan Stanley
30
Morgan Stanley
New York
$199M +$7.16M +115,530 +4%
PPA
31
Parametric Portfolio Associates
Washington
$199M +$4.01M +64,635 +2%
Ensign Peak Advisors
32
Ensign Peak Advisors
Utah
$190M +$185M +2,981,013 New
Deutsche Bank
33
Deutsche Bank
Germany
$168M +$29.1M +469,626 +22%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$159M +$26.5M +427,214 +21%
First Trust Advisors
35
First Trust Advisors
Illinois
$159M +$20.6M +332,223 +15%
APG Asset Management
36
APG Asset Management
Netherlands
$152M +$14.5M +233,240 +10%
Ameriprise
37
Ameriprise
Minnesota
$151M +$8.41M +135,752 +6%
CS
38
Credit Suisse
Switzerland
$143M -$56.8M -916,361 -29%
Prudential Financial
39
Prudential Financial
New Jersey
$142M +$18M +290,410 +15%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$135M -$3.02M -48,662 -2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$130M -$1.22M -19,756 -1%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$125M +$1.98M +31,974 +2%
CIM
43
Confluence Investment Management
Missouri
$124M -$367K -5,916 -0.3%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$119M +$1.17M +18,904 +1%
RJA
45
Raymond James & Associates
Florida
$117M -$8.63M -139,301 -7%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$116M +$7.96M +128,497 +8%
Stifel Financial
47
Stifel Financial
Missouri
$115M +$1.4M +22,603 +1%
UBS Group
48
UBS Group
Switzerland
$114M +$6.54M +105,485 +6%
AllianceBernstein
49
AllianceBernstein
Tennessee
$107M -$3.34M -53,874 -3%
DPIM
50
Duff & Phelps Investment Management
Illinois
$107M -$14.7M -237,350 -12%