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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
CA
2001
Crewe Advisors
Utah
$992 +$940 +11 New
CAM
2002
Chesapeake Asset Management
New York
$901 +$854 +10 New
AFS
2003
Annapolis Financial Services
Maryland
$677 +$683 +8 New
RS
2004
Rakuten Securities
Japan
$361 -$85 -1 -20%
LP
2005
LMR Partners
United Kingdom
$361 +$342 +4 New
MFG
2006
Mendota Financial Group
Wisconsin
$91 +$85 +1 New
YDMI
2007
Y.D. More Investments
Israel
$65 +$2.39K +28 +10%
CIA
2008
ClearBridge Investments (Australia)
Australia
-$135M -1,738,839 Closed
SCP
2009
Soroban Capital Partners
New York
-$49.9M -642,679 Closed
JCM
2010
Junto Capital Management
New York
-$47.4M -611,434 Closed
CC
2011
Covalis Capital
United Kingdom
-$14.9M -192,044 Closed
TF
2012
Trek Financial
Arizona
-$4.85M -62,556 Closed
BCM
2013
Bayesian Capital Management
New York
-$4.44M -57,300 Closed
CANY
2014
Caxton Associates (New York)
New York
-$3.77M -48,547 Closed
RBA
2015
Richard Bernstein Advisors
New York
-$3.38M -43,628 Closed
Capital Fund Management (CFM)
2016
Capital Fund Management (CFM)
France
-$3.68M -43,111 Closed
Tudor Investment Corp
2017
Tudor Investment Corp
Connecticut
-$3.67M -43,016 Closed
BKA
2018
Brick & Kyle Associates
Pennsylvania
-$2.98M -38,468 Closed
GCIM
2019
Gunn & Company Investment Management
Florida
-$2.19M -28,236 Closed
CL
2020
CSS LLC
Illinois
-$2.07M -26,700 Closed
GCM
2021
Greenland Capital Management
New York
-$2.06M -26,530 Closed
DTL
2022
Dynamic Technology Lab
Singapore
-$1.92M -24,760 Closed
TCM
2023
Teza Capital Management
Illinois
-$1.8M -23,236 Closed
WG
2024
Winton Group
United Kingdom
-$1.49M -19,220 Closed
BC
2025
Bridgefront Capital
Texas
-$1.34M -17,268 Closed