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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1976
Beacon Capital Management LLC (Tennessee)
Tennessee
$119K +$6.58K +76 +6%
MSG
1977
Main Street Group
Virginia
$117K – – –
TFIPS
1978
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K – – –
TIAAOA
1979
Teachers Insurance & Annuity Association of America
New York
$116K +$109K +1,264 New
CCM
1980
Cutler Capital Management
Massachusetts
$116K +$109K +1,258 New
CM
1981
Capula Management
Cayman Islands
$114K -$418K -4,833 -80%
FGAM
1982
Financial Gravity Asset Management
Texas
$111K +$104K +1,207 New
KOCAA
1983
Knights of Columbus Asset Advisors
Connecticut
$110K – – –
PG
1984
Proffitt & Goodson
Tennessee
$110K – – –
WT
1985
Whittier Trust
California
$110K – – –
OAM
1986
Ostrum Asset Management
France
$109K -$2.77K -32 -3%
RBC
1987
Roble Belko & Company
Pennsylvania
$106K – – –
BGAI
1988
Bruce G. Allen Investments
Colorado
$106K -$173 -2 -0.2%
TCM
1989
TD Capital Management
Tennessee
$105K +$433 +5 +0.4%
FFO
1990
Fortitude Family Office
Arizona
$105K -$214K -2,468 -68%
HFS
1991
Hughes Financial Services
Virginia
$105K +$98.7K +1,140 New
Q1WB
1992
Quest 10 Wealth Builders
Virginia
$104K +$693 +8 +0.7%
VNA
1993
Valley National Advisers
Pennsylvania
$102K +$60.1K +694 +160%
SHIM
1994
Stone House Investment Management
Pennsylvania
$101K +$95K +1,097 New
IWP
1995
IAG Wealth Partners
Wisconsin
$98.7K – – –
CSC
1996
Caldwell Sutter Capital
California
$98.3K -$3.03K -35 -3%
VFM
1997
Vision Financial Markets
Connecticut
$98.2K – – –
BAM
1998
Bellevue Asset Management
Washington
$97.5K – – –
AW
1999
Avion Wealth
Texas
$96K – – –
RPA
2000
Redwood Park Advisors
California
$93.8K – – –
78 79
80
81 82