| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR/A | Arvest Trust Co N A | Institution | 284,160 | Added More | 12,225 | 4.49 % | $8,976,614 | $8,976,614 | $0 | 0.00 % | $0 | | | | | | News Article | History of Arvest Trust Co N A Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR/A | Baird Robert W And Co Inc | Institution | 68,540 | Added More | 15,930 | 30.27 % | $2,165,179 | $2,165,179 | $0 | 0.00 % | $0 | | | | | | News Article | History of Baird Robert W And Co Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Blair William And Co | Institution | 73,712 | Added More | 31,900 | 76.29 % | $2,328,562 | $2,328,562 | $0 | 0.00 % | $0 | | | | | | News Article | History of Blair William And Co Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Capital Management Corp Va | Institution | | Sold All | -20,948 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Capital Management Corp Va Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Chelsea Counsel Co | Institution | 130,956 | Added More | 1,725 | 1.33 % | $4,136,900 | $4,136,900 | $0 | 0.00 % | $0 | | | | | | News Article | History of Chelsea Counsel Co Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Chwab Charles Investment Management Inc | Institution | 1,425,818 | Added More | 276,130 | 24.01 % | $45,041,591 | $45,041,591 | $0 | 0.00 % | $0 | | | | | | News Article | History of Chwab Charles Investment Management Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Credit Suisse First Boston | Institution | 1,942,625 | Sold Some | -141,029 | -6.76 % | $61,367,524 | $61,367,524 | $0 | 0.00 % | $0 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Dearborn Partners Llc | Institution | 17,402 | Sold Some | -1,350 | -7.19 % | $549,729 | $549,729 | $0 | 0.00 % | $0 | | | | | | News Article | History of Dearborn Partners Llc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Deere And Co | Institution | 41,754 | Added More | 469 | 1.13 % | $1,319,009 | $1,319,009 | $0 | 0.00 % | $0 | | | | | | News Article | History of Deere And Co Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Endurance Wealth Management Inc | No Data | 9,900 | No Compare | | | $312,741 | $312,741 | $0 | 0.00 % | | | | | | | News Article | History of Endurance Wealth Management Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Genworth Financial Inc | Institution | 27,108 | Sold Some | -1,291 | -4.54 % | $856,342 | $856,342 | $0 | 0.00 % | $0 | | | | | | News Article | History of Genworth Financial Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 231,057 | Sold Some | -6,940 | -2.91 % | $7,299,091 | $7,299,091 | $0 | 0.00 % | $0 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Laurion Capital Management Lp | Institution | 21,800 | Sold Some | -35,516 | -61.96 % | $688,662 | $688,662 | $0 | 0.00 % | $0 | | | | | | News Article | History of Laurion Capital Management Lp Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metlife Securities Inc | Institution | 1,741 | Sold Some | -468 | -21.18 % | $54,998 | $54,998 | $0 | 0.00 % | $0 | | | | | | News Article | History of Metlife Securities Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 677,117 | Sold Some | -14,493 | -2.09 % | $21,390,126 | $21,390,126 | $0 | 0.00 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Nbt Bank N A | Institution | 6,347 | Added More | 375 | 6.27 % | $200,502 | $200,502 | $0 | 0.00 % | $0 | | | | | | News Article | History of Nbt Bank N A Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pioneer Investment Management Inc | Institution | 2,634,578 | Sold Some | -1,158,451 | -30.54 % | $83,226,319 | $83,226,319 | $0 | 0.00 % | $0 | | | | | | News Article | History of Pioneer Investment Management Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 612,682 | Sold Some | -252,980 | -29.22 % | $19,354,624 | $19,354,624 | $0 | 0.00 % | $0 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 334,733 | Sold Some | -9,334 | -2.71 % | $10,574,215 | $10,574,215 | $0 | 0.00 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 3,817,566 | Sold Some | -310,509 | -7.52 % | $120,596,910 | $120,596,910 | $0 | 0.00 % | $0 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Trilogy Global Advisors Llc | Institution | | Sold All | -7,500 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Trilogy Global Advisors Llc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 19,612 | Sold Some | -200 | -1.00 % | $619,543 | $619,543 | $0 | 0.00 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Waddell And Reed Financial Inc | Institution | | Sold All | -17,000 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Waddell And Reed Financial Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Westport Resources Management Inc | Institution | 6,932 | Added More | 3,250 | 88.26 % | $218,982 | $218,982 | $0 | 0.00 % | $0 | | | | | | News Article | History of Westport Resources Management Inc Ownership Of Southern Co |
| 2009-11-06 | 2009-09-30 | 13F-HR | Ynovus Financial Corp | Institution | 251,083 | Added More | 8,682 | 3.58 % | $7,931,712 | $7,931,712 | $0 | 0.00 % | $0 | | | | | | News Article | History of Ynovus Financial Corp Ownership Of Southern Co |
| 2009-11-06 | 2009-03-31 | 13F-HR | Yhb Investment Advisors Inc | No Data | | Sold All | -13,398 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Yhb Investment Advisors Inc Ownership Of Southern Co |
| 2009-11-06 | 2008-12-31 | 13F-HR | Yhb Investment Advisors Inc | No Data | 13,398 | No Compare | | | $423,243 | $423,243 | $0 | 0.00 % | | | | | | | News Article | History of Yhb Investment Advisors Inc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Bank Of Hawaii | Institution | 105,815 | Sold Some | -72,946 | -40.80 % | $3,333,173 | $3,342,696 | $9,523 | 0.28 % | $-6,565 | | | | | | News Article | History of Bank Of Hawaii Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Buckhead Capital Management Llc | Institution | 59,080 | Sold Some | -300 | -0.50 % | $1,861,020 | $1,866,337 | $5,317 | 0.28 % | $-27 | | | | | | News Article | History of Buckhead Capital Management Llc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Davidson And Garrard Inc | Institution | 10,261 | Added More | 200 | 1.98 % | $323,222 | $324,145 | $923 | 0.28 % | $18 | | | | | | News Article | History of Davidson And Garrard Inc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fiduciary Services Corp | Institution | 81,775 | New Holding | 81,775 | 100 % | $2,575,913 | $2,583,272 | $7,360 | 0.28 % | $7,360 | | | | | | News Article | History of Fiduciary Services Corp Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fixed Income Securities Lp | Institution | 9,387 | Sold Some | -1,088 | -10.38 % | $295,691 | $296,535 | $845 | 0.28 % | $-98 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Guardian Investor Services Llc | Institution | 22,189 | Added More | 655 | 3.04 % | $698,954 | $700,951 | $1,997 | 0.28 % | $59 | | | | | | News Article | History of Guardian Investor Services Llc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Gw Henssler And Associates Ltd | Institution | 192,879 | Added More | 8,653 | 4.69 % | $6,075,689 | $6,093,048 | $17,359 | 0.28 % | $779 | | | | | | News Article | History of Gw Henssler And Associates Ltd Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Harbour Investment Management Llc | Institution | 47,450 | Added More | 150 | 0.31 % | $1,494,675 | $1,498,946 | $4,271 | 0.28 % | $14 | | | | | | News Article | History of Harbour Investment Management Llc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | High Point Bank And Trust Co | Institution | 13,218 | Sold Some | -6,775 | -33.88 % | $416,367 | $417,557 | $1,190 | 0.28 % | $-610 | | | | | | News Article | History of High Point Bank And Trust Co Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR/A | Huntington National Bank | Institution | 200,412 | Sold Some | -13,868 | -6.47 % | $6,312,978 | $6,331,015 | $18,037 | 0.28 % | $-1,248 | | | | | | News Article | History of Huntington National Bank Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Kopp Investment Advisors Llc | Institution | 28,180 | New Holding | 28,180 | 100 % | $887,670 | $890,206 | $2,536 | 0.28 % | $2,536 | | | | | | News Article | History of Kopp Investment Advisors Llc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Mitsubishi Ufj Asset Management Co Ltd | No Data | 220,000 | Sold Some | -8,500 | -3.71 % | $6,930,000 | $6,949,800 | $19,800 | 0.28 % | $-765 | | | | | | News Article | History of Mitsubishi Ufj Asset Management Co Ltd Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Nisa Investment Advisors L L C | Institution | 101,700 | Sold Some | -5,300 | -4.95 % | $3,203,550 | $3,212,703 | $9,153 | 0.28 % | $-477 | | | | | | News Article | History of Nisa Investment Advisors L L C Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associate | Institution | 503,579 | Added More | 18,241 | 3.75 % | $15,862,739 | $15,908,061 | $45,322 | 0.28 % | $1,642 | | | | | | News Article | History of Parametric Portfolio Associate Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 96,196 | Added More | 7,386 | 8.31 % | $3,030,174 | $3,038,832 | $8,658 | 0.28 % | $665 | | | | | | News Article | History of Profund Advisors Llc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 159,275 | Sold Some | -90,851 | -36.32 % | $5,017,163 | $5,031,497 | $14,335 | 0.28 % | $-8,177 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Rafferty Asset Management Llc | Institution | 17,475 | No Change | 0 | 0 % | $550,463 | $552,035 | $1,573 | 0.28 % | $0 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Roosevelt Investment Group Inc | Institution | 117,601 | New Holding | 117,601 | 100 % | $3,704,432 | $3,715,016 | $10,584 | 0.28 % | $10,584 | | | | | | News Article | History of Roosevelt Investment Group Inc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Tal Global Asset Management Inc | Institution | 146,817 | Sold Some | -20,461 | -12.23 % | $4,624,736 | $4,637,949 | $13,214 | 0.28 % | $-1,841 | | | | | | News Article | History of Tal Global Asset Management Inc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Teacher Retirement System Of Texa | Institution | 788,499 | Sold Some | -703,240 | -47.14 % | $24,837,719 | $24,908,683 | $70,965 | 0.28 % | $-63,292 | | | | | | News Article | History of Teacher Retirement System Of Texa Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Tirschwell And Loewy Inc | Institution | 18,900 | Added More | 7,850 | 71.04 % | $595,350 | $597,051 | $1,701 | 0.28 % | $707 | | | | | | News Article | History of Tirschwell And Loewy Inc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Tratton Management Co | Institution | 9,950 | Added More | 600 | 6.41 % | $313,425 | $314,321 | $896 | 0.28 % | $54 | | | | | | News Article | History of Tratton Management Co Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Value Line Inc | Institution | 52,000 | Sold Some | -10,000 | -16.12 % | $1,638,000 | $1,642,680 | $4,680 | 0.28 % | $-900 | | | | | | News Article | History of Value Line Inc Ownership Of Southern Co |
| 2009-11-05 | 2009-09-30 | 13F-HR | Westlb Mellon Asset Management Kapitalanlagegessellschaft Mb | Insider | 23,070 | Added More | 9,215 | 66.51 % | $726,705 | $728,781 | $2,076 | 0.28 % | $829 | | | | | | News Article | History of Westlb Mellon Asset Management Kapitalanlagegessellschaft Mb Ownership Of Southern Co |
| 2009-11-05 | 2009-08-31 | N-CSRS | Columbia Funds Series Trust-Columbia Large Cap Enhanced Core Fund | Large-Cap Core | | Sold All | -24,900 | -100 % | | | | 0.28 % | $-2,241 | | | | | | News Article | History of Columbia Funds Series Trust-Columbia Large Cap Enhanced Core Fund Ownership Of Southern Co |
| 2009-11-05 | 2009-08-31 | N-CSRS | Columbia Funds Series Trust-Columbia Large Cap Index Fund | Large-Cap Core | 193,600 | Added More | 23,585 | 13.87 % | $6,098,400 | $6,115,824 | $17,424 | 0.28 % | $2,123 | | | | | | News Article | History of Columbia Funds Series Trust-Columbia Large Cap Index Fund Ownership Of Southern Co |
| 2009-11-05 | 2009-08-31 | N-CSRS | Columbia Funds Series Trust-Columbia Large Cap Value Fund | Large-Cap Value | | Sold All | -281,400 | -100 % | | | | 0.28 % | $-25,326 | | | | | | News Article | History of Columbia Funds Series Trust-Columbia Large Cap Value Fund Ownership Of Southern Co |
| 2009-11-05 | 2009-08-31 | N-CSRS | John Hancock Funds Iii-Global Shareholder Yield Fund | Global Flex Port | 155,400 | Added More | 73,800 | 90.44 % | $4,895,100 | $4,909,086 | $13,986 | 0.28 % | $6,642 | | | | | | News Article | History of John Hancock Funds Iii-Global Shareholder Yield Fund Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Babson Capital Management Llc | Institution | 37,451 | Sold Some | -23,200 | -38.25 % | $1,168,097 | $1,183,077 | $14,980 | 1.28 % | $-9,280 | | | | | | News Article | History of Babson Capital Management Llc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR/A | Boys Arnold And Co Inc | Institution | 9,375 | No Change | 0 | 0 % | $292,406 | $296,156 | $3,750 | 1.28 % | $0 | | | | | | News Article | History of Boys Arnold And Co Inc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Bridges Investment Counsel Inc | Institution | 6,861 | Added More | 3,500 | 104.13 % | $213,995 | $216,739 | $2,744 | 1.28 % | $1,400 | | | | | | News Article | History of Bridges Investment Counsel Inc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Capital One National Association | Institution | 20,514 | Sold Some | -2,345 | -10.25 % | $639,832 | $648,037 | $8,206 | 1.28 % | $-938 | | | | | | News Article | History of Capital One National Association Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Colony Capital Management Inc | Institution | 16,438 | No Change | 0 | 0 % | $512,701 | $519,276 | $6,575 | 1.28 % | $0 | | | | | | News Article | History of Colony Capital Management Inc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Curian Capital Llc | Institution | 9,836 | New Holding | 9,836 | 100 % | $306,785 | $310,719 | $3,934 | 1.28 % | $3,934 | | | | | | News Article | History of Curian Capital Llc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Emerson Investment Management Inc | Institution | 42,144 | Added More | 1,093 | 2.66 % | $1,314,471 | $1,331,329 | $16,858 | 1.28 % | $437 | | | | | | News Article | History of Emerson Investment Management Inc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | First Community Bank Trust And Financial Services Divison | Institution | 7,793 | Added More | 100 | 1.29 % | $243,064 | $246,181 | $3,117 | 1.28 % | $40 | | | | | | News Article | History of First Community Bank Trust And Financial Services Divison Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Geewax Plus Partners Llc | Institution | | Sold All | -400 | -100 % | | | | 1.28 % | $-160 | | | | | | News Article | History of Geewax Plus Partners Llc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 84,322 | Added More | 743 | 0.88 % | $2,630,003 | $2,663,732 | $33,729 | 1.28 % | $297 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Haverford Trust Co | Institution | 20,163 | New Holding | 20,163 | 100 % | $628,884 | $636,949 | $8,065 | 1.28 % | $8,065 | | | | | | News Article | History of Haverford Trust Co Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Loring Wolcott And Coolidge Fiduciary Advisor | Institution | 7,971 | No Change | 0 | 0 % | $248,615 | $251,804 | $3,188 | 1.28 % | $0 | | | | | | News Article | History of Loring Wolcott And Coolidge Fiduciary Advisor Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Mitsubishi Ufj Trust Banking Corp | No Data | 733,309 | Added More | 7,059 | 0.97 % | $22,871,908 | $23,165,231 | $293,324 | 1.28 % | $2,824 | | | | | | News Article | History of Mitsubishi Ufj Trust Banking Corp Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Noroian Steven A And Associates Inc Ca | Institution | 6,800 | No Compare | | | $212,092 | $214,812 | $2,720 | 1.28 % | | | | | | | News Article | History of Noroian Steven A And Associates Inc Ca Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Strategic Investment Advisors Inc | No Data | 33,967 | No Compare | | | $1,059,431 | $1,073,018 | $13,587 | 1.28 % | | | | | | | News Article | History of Strategic Investment Advisors Inc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Texas Capital Bancshares Inc | Institution | 5,265 | Added More | 510 | 10.72 % | $164,215 | $166,321 | $2,106 | 1.28 % | $204 | | | | | | News Article | History of Texas Capital Bancshares Inc Ownership Of Southern Co |
| 2009-11-04 | 2009-09-30 | 13F-HR | Ymphony Asset Management Llc | Institution | 22,408 | Added More | 3,777 | 20.27 % | $698,906 | $707,869 | $8,963 | 1.28 % | $1,511 | | | | | | News Article | History of Ymphony Asset Management Llc Ownership Of Southern Co |
| 2009-11-04 | 2009-08-31 | N-CSR | Ga Funds-Ssga Iam Shares Fund | Specialty & Misc | 13,200 | No Change | 0 | 0 % | $411,708 | $416,988 | $5,280 | 1.28 % | $0 | | | | | | News Article | History of Ga Funds-Ssga Iam Shares Fund Ownership Of Southern Co |
| 2009-11-04 | 2009-08-31 | N-CSRS | Gmo Trust-Gmo Developed World Stock Fund | Specialty & Misc | | Sold All | -27,100 | -100 % | | | | 1.28 % | $-10,840 | | | | | | News Article | History of Gmo Trust-Gmo Developed World Stock Fund Ownership Of Southern Co |
| 2009-11-04 | 2009-08-31 | N-CSRS | Gmo Trust-Gmo Value Fund | Multi-Cap Value | 69,900 | Added More | 1,600 | 2.34 % | $2,180,181 | $2,208,141 | $27,960 | 1.28 % | $640 | | | | | | News Article | History of Gmo Trust-Gmo Value Fund Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Anchor Capital Advisors Inc | Institution | 8,300 | New Holding | 8,300 | 100 % | $257,217 | $262,197 | $4,980 | 1.93 % | $4,980 | | | | | | News Article | History of Anchor Capital Advisors Inc Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Apg All Pensions Group | Institution | 6,563 | Sold Some | -746,270 | -99.12 % | $203,387 | $207,325 | $3,938 | 1.93 % | $-447,762 | | | | | | News Article | History of Apg All Pensions Group Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Conning Asset Management Co | Institution | 28,235 | Added More | 715 | 2.59 % | $875,003 | $891,944 | $16,941 | 1.93 % | $429 | | | | | | News Article | History of Conning Asset Management Co Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Duff And Phelps Investment Management Co | Institution | 1,733,520 | Sold Some | -2,230 | -0.12 % | $53,721,785 | $54,761,897 | $1,040,112 | 1.93 % | $-1,338 | | | | | | News Article | History of Duff And Phelps Investment Management Co Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | First State Investment Management Uk Ltd | Institution | 162,061 | Added More | 52,996 | 48.59 % | $5,022,270 | $5,119,507 | $97,237 | 1.93 % | $31,798 | | | | | | News Article | History of First State Investment Management Uk Ltd Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ixis Asset Management Advisors L P | Institution | 7,462 | New Holding | 7,462 | 100 % | $231,247 | $235,725 | $4,477 | 1.93 % | $4,477 | | | | | | News Article | History of Ixis Asset Management Advisors L P Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | King Luther Capital Management Corp | Institution | 12,600 | Sold Some | -200 | -1.56 % | $390,474 | $398,034 | $7,560 | 1.93 % | $-120 | | | | | | News Article | History of King Luther Capital Management Corp Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR/A | Leavell T And Associates Inc | Institution | 81,847 | Sold Some | -5,709 | -6.52 % | $2,536,439 | $2,585,547 | $49,108 | 1.93 % | $-3,425 | | | | | | News Article | History of Leavell T And Associates Inc Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Linscomb And Williams Inc | Institution | 8,668 | No Compare | | | $268,621 | $273,822 | $5,201 | 1.93 % | | | | | | | News Article | History of Linscomb And Williams Inc Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Loyalis Financial Services Nv | Institution | 13,174 | No Change | 0 | 0 % | $408,262 | $416,167 | $7,904 | 1.93 % | $0 | | | | | | News Article | History of Loyalis Financial Services Nv Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | M And T Bank Corp | Institution | 55,332 | Sold Some | -2,832 | -4.86 % | $1,714,739 | $1,747,938 | $33,199 | 1.93 % | $-1,699 | | | | | | News Article | History of M And T Bank Corp Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Mogy Joel R Investment Counsel Inc | Institution | 12,224 | No Change | 0 | 0 % | $378,822 | $386,156 | $7,334 | 1.93 % | $0 | | | | | | News Article | History of Mogy Joel R Investment Counsel Inc Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Ntv Asset Management Llc | Institution | 20,579 | Added More | 914 | 4.64 % | $637,743 | $650,091 | $12,347 | 1.93 % | $548 | | | | | | News Article | History of Ntv Asset Management Llc Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Private Trust Co Na | Institution | | Sold All | -20,914 | -100 % | | | | 1.93 % | $-12,548 | | | | | | News Article | History of Private Trust Co Na Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 1,451,910 | Sold Some | -9,166 | -0.62 % | $44,994,691 | $45,865,837 | $871,146 | 1.93 % | $-5,500 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Southern Co |
| 2009-11-03 | 2009-09-30 | 13F-HR | Zeliff Wallace Jackson Investment Counsel Inc | Institution | 251,878 | Added More | 21,865 | 9.50 % | $7,805,699 | $7,956,826 | $151,127 | 1.93 % | $13,119 | | | | | | News Article | History of Zeliff Wallace Jackson Investment Counsel Inc Ownership Of Southern Co |
| 2009-11-03 | 2009-08-31 | N-CSR | California Investment Trust-S And P 500 Index Fund | S&P 500 Index | 6,412 | New Holding | 6,412 | 100 % | $198,708 | $202,555 | $3,847 | 1.93 % | $3,847 | | | | | | News Article | History of California Investment Trust-S And P 500 Index Fund Ownership Of Southern Co |
| 2009-11-03 | 2009-08-31 | N-CSRS | Wells Fargo Funds Trust-Money Market Fund | Specialty & Misc | 39,638 | New Holding | 39,638 | 100 % | $1,228,382 | $1,252,164 | $23,783 | 1.93 % | $23,783 | | | | | | News Article | History of Wells Fargo Funds Trust-Money Market Fund Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Advanced Investment Partners Llc | No Data | 11,059 | New Holding | 11,059 | 100 % | $343,271 | $349,354 | $6,082 | 1.77 % | $6,082 | | | | | | News Article | History of Advanced Investment Partners Llc Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bbva Usa Bancshares Inc | Institution | 46,160 | Added More | 18,436 | 66.49 % | $1,432,806 | $1,458,194 | $25,388 | 1.77 % | $10,140 | | | | | | News Article | History of Bbva Usa Bancshares Inc Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bryn Mawr Trust Co | Institution | 3,500 | No Change | 0 | 0 % | $108,640 | $110,565 | $1,925 | 1.77 % | $0 | | | | | | News Article | History of Bryn Mawr Trust Co Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Citizens Bank Wealth Management Na | Institution | 22,239 | Sold Some | -200 | -0.89 % | $690,299 | $702,530 | $12,231 | 1.77 % | $-110 | | | | | | News Article | History of Citizens Bank Wealth Management Na Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ghp Investment Advisors Inc | Institution | 15,532 | Added More | 933 | 6.39 % | $482,113 | $490,656 | $8,543 | 1.77 % | $513 | | | | | | News Article | History of Ghp Investment Advisors Inc Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Hendley And Co Inc | Institution | 23,500 | Added More | 2,250 | 10.58 % | $729,440 | $742,365 | $12,925 | 1.77 % | $1,238 | | | | | | News Article | History of Hendley And Co Inc Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Montag A And Associates Inc | Institution | 15,901 | Added More | 1,400 | 9.65 % | $493,567 | $502,313 | $8,746 | 1.77 % | $770 | | | | | | News Article | History of Montag A And Associates Inc Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Moody National Bank Trust Division | Institution | 35,545 | Sold Some | -100 | -0.28 % | $1,103,317 | $1,122,867 | $19,550 | 1.77 % | $-55 | | | | | | News Article | History of Moody National Bank Trust Division Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ncm Capital Management Group Inc | Institution | 4,425 | Sold Some | -55,900 | -92.66 % | $137,352 | $139,786 | $2,434 | 1.77 % | $-30,745 | | | | | | News Article | History of Ncm Capital Management Group Inc Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Penn Mutual Life Insurance Co | Institution | 54,551 | Added More | 110 | 0.20 % | $1,693,263 | $1,723,266 | $30,003 | 1.77 % | $61 | | | | | | News Article | History of Penn Mutual Life Insurance Co Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Rodgers Brothers Inc | Institution | 6,699 | New Holding | 6,699 | 100 % | $207,937 | $211,621 | $3,684 | 1.77 % | $3,684 | | | | | | News Article | History of Rodgers Brothers Inc Ownership Of Southern Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutheran | Institution | 147,088 | Sold Some | -2,533,220 | -94.51 % | $4,565,612 | $4,646,510 | $80,898 | 1.77 % | $-1,393,271 | | | | | | News Article | History of Thrivent Financial For Lutheran Ownership Of Southern Co |
| 2009-11-02 | 2009-08-31 | N-CSR | Evergreen Utilities And High Income Fund-Evergreen Utilities And High Income Fund | Utility | 60,000 | Sold Some | -60,000 | -50.00 % | $1,862,400 | $1,895,400 | $33,000 | 1.77 % | $-33,000 | | | | | | News Article | History of Evergreen Utilities And High Income Fund-Evergreen Utilities And High Income Fund Ownership Of Southern Co |
| 2009-11-02 | 2009-08-31 | N-CSRS | Wells Fargo Master Trust-Diversified Stock Portfolio | Flexible Portfolio | 39,638 | Added More | 2,400 | 6.44 % | $1,230,364 | $1,252,164 | $21,801 | 1.77 % | $1,320 | | | | | | News Article | History of Wells Fargo Master Trust-Diversified Stock Portfolio Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Clinton Group Inc | Institution | 7,282 | New Holding | 7,282 | 100 % | $227,126 | $230,038 | $2,913 | 1.28 % | $2,913 | | | | | | News Article | History of Clinton Group Inc Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | General Electric Co | Institution | 74,142 | Sold Some | -893 | -1.19 % | $2,312,489 | $2,342,146 | $29,657 | 1.28 % | $-357 | | | | | | News Article | History of General Electric Co Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | It Investment Associates Inc | Institution | 325 | Sold Some | -188,580 | -99.82 % | $10,137 | $10,267 | $130 | 1.28 % | $-75,432 | | | | | | News Article | History of It Investment Associates Inc Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Lodestar Investment Counsel Llc | Institution | 97,950 | New Holding | 97,950 | 100 % | $3,055,061 | $3,094,241 | $39,180 | 1.28 % | $39,180 | | | | | | News Article | History of Lodestar Investment Counsel Llc Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Middleton And Co Inc | Institution | 27,331 | Sold Some | -2,935 | -9.69 % | $852,454 | $863,386 | $10,932 | 1.28 % | $-1,174 | | | | | | News Article | History of Middleton And Co Inc Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Old National Bancorp | Institution | 27,250 | New Holding | 27,250 | 100 % | $849,928 | $860,828 | $10,900 | 1.28 % | $10,900 | | | | | | News Article | History of Old National Bancorp Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 684,401 | Added More | 9,059 | 1.34 % | $21,346,467 | $21,620,228 | $273,760 | 1.28 % | $3,624 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Tocqueville Asset Management Lp | Institution | 81,930 | Sold Some | -1,313 | -1.57 % | $2,555,397 | $2,588,169 | $32,772 | 1.28 % | $-525 | | | | | | News Article | History of Tocqueville Asset Management Lp Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wesbanco Bank Inc | Institution | 81,452 | Added More | 3,150 | 4.02 % | $2,540,488 | $2,573,069 | $32,581 | 1.28 % | $1,260 | | | | | | News Article | History of Wesbanco Bank Inc Ownership Of Southern Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Woodmont Investment Counsel Llc | Institution | 61,668 | Added More | 22,950 | 59.27 % | $1,923,425 | $1,948,092 | $24,667 | 1.28 % | $9,180 | | | | | | News Article | History of Woodmont Investment Counsel Llc Ownership Of Southern Co |
| 2009-10-30 | 2009-08-31 | N-Q | Advisors Series Trust-Castlerock Fund | Specialty & Misc | | Sold All | -2,700 | -100 % | | | | 1.28 % | $-1,080 | | | | | | News Article | History of Advisors Series Trust-Castlerock Fund Ownership Of Southern Co |
| 2009-10-30 | 2009-08-31 | N-Q | Ei Institutional Investments Trust-Siit Large Cap Fund | Large-Cap Core | 35,103 | Added More | 24,564 | 233.07 % | $1,094,863 | $1,108,904 | $14,041 | 1.28 % | $9,826 | | | | | | News Article | History of Ei Institutional Investments Trust-Siit Large Cap Fund Ownership Of Southern Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Balanced Fund | Mixed-Asset Target Allocation Moderate | 65,100 | New Holding | 65,100 | 100 % | $2,030,469 | $2,056,509 | $26,040 | 1.28 % | $26,040 | | | | | | News Article | History of Fidelity Advisor Series I-Balanced Fund Ownership Of Southern Co |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii-Fidelity Large Cap Value Enhanced Index Fund | Large-Cap Value | 8,372 | Added More | 4,568 | 120.08 % | $261,123 | $264,471 | $3,349 | 1.28 % | $1,827 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii-Fidelity Large Cap Value Enhanced Index Fund Ownership Of Southern Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust-Fidelity 100 Index Fund | Specialty & Misc | 729,237 | Sold Some | -58,733 | -7.45 % | $22,744,902 | $23,036,597 | $291,695 | 1.28 % | $-23,493 | | | | | | News Article | History of Fidelity Commonwealth Trust-Fidelity 100 Index Fund Ownership Of Southern Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Financial Trust-Fidelity Independence Fund | Specialty & Misc | 95,700 | New Holding | 95,700 | 100 % | $2,984,883 | $3,023,163 | $38,280 | 1.28 % | $38,280 | | | | | | News Article | History of Fidelity Financial Trust-Fidelity Independence Fund Ownership Of Southern Co |
| 2009-10-30 | 2009-08-31 | N-Q | Jennison Sector Funds Inc-Jennison Utility Fund | Utility | 1,667,500 | Added More | 281,500 | 20.31 % | $52,009,325 | $52,676,325 | $667,000 | 1.28 % | $112,600 | | | | | | News Article | History of Jennison Sector Funds Inc-Jennison Utility Fund Ownership Of Southern Co |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund-Vanguard Mega Cap 300 Index Fund | No Data | 71,205 | Added More | 44,239 | 164.05 % | $2,220,884 | $2,249,366 | $28,482 | 1.28 % | $17,696 | | | | | | News Article | History of Vanguard World Fund-Vanguard Mega Cap 300 Index Fund Ownership Of Southern Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Burnham Asset Management Corp | Institution | 8,531 | Sold Some | -500 | -5.53 % | $270,518 | $269,494 | $-1,024 | -0.37 % | $60 | | | | | | News Article | History of Burnham Asset Management Corp Ownership Of Southern Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Catawba Capital Management | Institution | 40,750 | Sold Some | -895 | -2.14 % | $1,292,183 | $1,287,293 | $-4,890 | -0.37 % | $107 | | | | | | News Article | History of Catawba Capital Management Ownership Of Southern Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 680,998 | Added More | 9,126 | 1.35 % | $21,594,447 | $21,512,727 | $-81,720 | -0.37 % | $-1,095 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Southern Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Hallmark Capital Management Inc | Institution | 7,803 | Sold Some | -300 | -3.70 % | $247,433 | $246,497 | $-936 | -0.37 % | $36 | | | | | | News Article | History of Hallmark Capital Management Inc Ownership Of Southern Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Marshwinds Advisory Co | Institution | 9,130 | Sold Some | -700 | -7.12 % | $289,512 | $288,417 | $-1,096 | -0.37 % | $84 | | | | | | News Article | History of Marshwinds Advisory Co Ownership Of Southern Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Peninsula Asset Management Inc | Institution | 68,233 | Sold Some | -4,646 | -6.37 % | $2,163,668 | $2,155,480 | $-8,188 | -0.37 % | $558 | | | | | | News Article | History of Peninsula Asset Management Inc Ownership Of Southern Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Prudential Corp Plc | Institution | | Sold All | -9,477 | -100 % | | | | -0.37 % | $1,137 | | | | | | News Article | History of Prudential Corp Plc Ownership Of Southern Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Warthmore Group Inc | Institution | | Sold All | -215,100 | -100 % | | | | -0.37 % | $25,812 | | | | | | News Article | History of Warthmore Group Inc Ownership Of Southern Co |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Fund | Specialty & Misc | 22,770 | Sold Some | -73,148 | -76.26 % | $722,037 | $719,304 | $-2,732 | -0.37 % | $8,778 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Fund Ownership Of Southern Co |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Value Fund | Multi-Cap Value | 71,013 | Sold Some | -1,492 | -2.05 % | $2,251,822 | $2,243,301 | $-8,522 | -0.37 % | $179 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Value Fund Ownership Of Southern Co |
| 2009-10-29 | 2009-08-31 | N-Q | Unified Series Trust-Marathon Value Portfolio | Multi-Cap Value | 38,130 | New Holding | 38,130 | 100 % | $1,209,102 | $1,204,527 | $-4,576 | -0.37 % | $-4,576 | | | | | | News Article | History of Unified Series Trust-Marathon Value Portfolio Ownership Of Southern Co |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Balanced Strategy Fund | Flexible Portfolio | | Sold All | -5,800 | -100 % | | | | -0.37 % | $696 | | | | | | News Article | History of Usaa Mutual Funds Trust-Balanced Strategy Fund Ownership Of Southern Co |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Cornerstone Strategy Fund | Specialty & Misc | 33,900 | New Holding | 33,900 | 100 % | $1,074,969 | $1,070,901 | $-4,068 | -0.37 % | $-4,068 | | | | | | News Article | History of Usaa Mutual Funds Trust-Cornerstone Strategy Fund Ownership Of Southern Co |
| 2009-10-29 | 2009-06-30 | 13F-HR/A | Huntington National Bank | Institution | 214,280 | Sold Some | -19,910 | -8.50 % | $6,794,819 | $6,769,105 | $-25,714 | -0.37 % | $2,389 | | | | | | News Article | History of Huntington National Bank Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Argyle Capital Management Inc | Institution | 16,250 | No Change | 0 | 0 % | $528,613 | $513,338 | $-15,275 | -2.88 % | $0 | | | | | | News Article | History of Argyle Capital Management Inc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Capital City Trust Co | Institution | 2,100 | No Change | 0 | 0 % | $68,313 | $66,339 | $-1,974 | -2.88 % | $0 | | | | | | News Article | History of Capital City Trust Co Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Chevy Chase Trust Holdings Inc | No Data | 819,394 | Sold Some | -6,165 | -0.74 % | $26,654,887 | $25,884,656 | $-770,230 | -2.88 % | $5,795 | | | | | | News Article | History of Chevy Chase Trust Holdings Inc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Davenport And Co Llc | Institution | 860,887 | New Holding | 860,887 | 100 % | $28,004,654 | $27,195,420 | $-809,234 | -2.88 % | $-809,234 | | | | | | News Article | History of Davenport And Co Llc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Entry Investment Management Inc | Institution | 80,800 | Added More | 32,800 | 68.33 % | $2,628,424 | $2,552,472 | $-75,952 | -2.88 % | $-30,832 | | | | | | News Article | History of Entry Investment Management Inc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Essex Financial Services Inc | Institution | 32,575 | Sold Some | -393 | -1.19 % | $1,059,665 | $1,029,044 | $-30,621 | -2.88 % | $369 | | | | | | News Article | History of Essex Financial Services Inc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Family Capital Trust Co Na | Institution | 4,700 | Added More | 3,500 | 291.66 % | $152,891 | $148,473 | $-4,418 | -2.88 % | $-3,290 | | | | | | News Article | History of Family Capital Trust Co Na Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Guaranty Trust Co Of Missouri | Institution | 36,747 | Sold Some | -701 | -1.87 % | $1,195,380 | $1,160,838 | $-34,542 | -2.88 % | $659 | | | | | | News Article | History of Guaranty Trust Co Of Missouri Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Mu Investments Co Ltd | No Data | 3,610 | No Compare | | | $117,433 | $114,040 | $-3,393 | -2.88 % | | | | | | | News Article | History of Mu Investments Co Ltd Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Northstar Investment Advisors Llc | Institution | 15,870 | Sold Some | -1,212 | -7.09 % | $516,251 | $501,333 | $-14,918 | -2.88 % | $1,139 | | | | | | News Article | History of Northstar Investment Advisors Llc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Paul A Violich Inc | Institution | 11,230 | Added More | 2,355 | 26.53 % | $365,312 | $354,756 | $-10,556 | -2.88 % | $-2,214 | | | | | | News Article | History of Paul A Violich Inc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Pf Beheer Bv | Institution | 97,187 | Sold Some | -3,333,512 | -97.16 % | $3,161,493 | $3,070,137 | $-91,356 | -2.88 % | $3,133,501 | | | | | | News Article | History of Pf Beheer Bv Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Prentiss Smith And Co Inc | Institution | 24 | Sold Some | -345 | -93.49 % | $781 | $758 | $-23 | -2.88 % | $324 | | | | | | News Article | History of Prentiss Smith And Co Inc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Quotient Investors Llc | No Data | 8,900 | No Compare | | | $289,517 | $281,151 | $-8,366 | -2.88 % | | | | | | | News Article | History of Quotient Investors Llc Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Sandy Spring Bank | No Data | 8,793 | Added More | 1,300 | 17.34 % | $286,036 | $277,771 | $-8,265 | -2.88 % | $-1,222 | | | | | | News Article | History of Sandy Spring Bank Ownership Of Southern Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Wilbanks Smith And Thomas Asset Management Llc | Institution | 21,330 | Added More | 4,505 | 26.77 % | $693,865 | $673,815 | $-20,050 | -2.88 % | $-4,235 | | | | | | News Article | History of Wilbanks Smith And Thomas Asset Management Llc Ownership Of Southern Co |
| 2009-10-28 | 2009-08-31 | N-Q | American Century Strategic Asset Allocations Inc-Newton Fund | Small-Cap Core | 18,499 | New Holding | 18,499 | 100 % | $601,772 | $584,383 | $-17,389 | -2.88 % | $-17,389 | | | | | | News Article | History of American Century Strategic Asset Allocations Inc-Newton Fund Ownership Of Southern Co |
| 2009-10-28 | 2009-08-31 | N-Q | Dws Value Series Inc-Dws Large Cap Value Fund | Large-Cap Value | 544,144 | Added More | 289,853 | 113.98 % | $17,701,004 | $17,189,509 | $-511,495 | -2.88 % | $-272,462 | | | | | | News Article | History of Dws Value Series Inc-Dws Large Cap Value Fund Ownership Of Southern Co |
| 2009-10-28 | 2009-08-31 | N-CSRS | Fidelity Concord Street Trust-Spartan International Index Fund | Global Flex Port | | Sold All | -1,786,286 | -100 % | | | | -2.88 % | $1,679,109 | | | | | | News Article | History of Fidelity Concord Street Trust-Spartan International Index Fund Ownership Of Southern Co |
| 2009-10-28 | 2009-08-31 | N-Q | Proshares Trust-Ultra Utilities Proshare | Utility | 38,690 | New Holding | 38,690 | 100 % | $1,258,586 | $1,222,217 | $-36,369 | -2.88 % | $-36,369 | | | | | | News Article | History of Proshares Trust-Ultra Utilities Proshare Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Abal Trust Co | Institution | 173,736 | Added More | 34,330 | 24.62 % | $5,672,480 | $5,488,320 | $-184,160 | -3.24 % | $-36,390 | | | | | | News Article | History of Abal Trust Co Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Ami Asset Management Corp | Institution | 85,700 | Sold Some | -25,700 | -23.07 % | $2,798,105 | $2,707,263 | $-90,842 | -3.24 % | $27,242 | | | | | | News Article | History of Ami Asset Management Corp Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Aull Monroe Investment Management Corp | Institution | 148,193 | Sold Some | -2,850 | -1.88 % | $4,838,501 | $4,681,417 | $-157,085 | -3.24 % | $3,021 | | | | | | News Article | History of Aull Monroe Investment Management Corp Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Eaward Management Corp | Institution | 16,190 | Sold Some | -12,831 | -44.21 % | $528,604 | $511,442 | $-17,161 | -3.24 % | $13,601 | | | | | | News Article | History of Eaward Management Corp Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Essex Investment Management Co Llc | Institution | 562 | No Change | 0 | 0 % | $18,349 | $17,754 | $-596 | -3.24 % | $0 | | | | | | News Article | History of Essex Investment Management Co Llc Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | First Manhattan Co | Institution | 22,479 | No Change | 0 | 0 % | $733,939 | $710,112 | $-23,828 | -3.24 % | $0 | | | | | | News Article | History of First Manhattan Co Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Forward Management Llc | Institution | 40,000 | New Holding | 40,000 | 100 % | $1,306,000 | $1,263,600 | $-42,400 | -3.24 % | $-42,400 | | | | | | News Article | History of Forward Management Llc Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Hartford Financial Management Inc | Institution | 21,228 | Sold Some | -81 | -0.38 % | $693,094 | $670,593 | $-22,502 | -3.24 % | $86 | | | | | | News Article | History of Hartford Financial Management Inc Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Hl Financial Services Llc | Institution | 89,067 | Added More | 61,045 | 217.84 % | $2,908,038 | $2,813,627 | $-94,411 | -3.24 % | $-64,708 | | | | | | News Article | History of Hl Financial Services Llc Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | North American Management Corp | Institution | 7,977 | New Holding | 7,977 | 100 % | $260,449 | $251,993 | $-8,456 | -3.24 % | $-8,456 | | | | | | News Article | History of North American Management Corp Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | T Germain D J Co Inc | Institution | 17,113 | No Compare | | | $558,739 | $540,600 | $-18,140 | -3.24 % | | | | | | | News Article | History of T Germain D J Co Inc Ownership Of Southern Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Washington Trust Bank | Institution | 69,447 | Added More | 6,135 | 9.69 % | $2,267,445 | $2,193,831 | $-73,614 | -3.24 % | $-6,503 | | | | | | News Article | History of Washington Trust Bank Ownership Of Southern Co |
| 2009-10-27 | 2009-09-09 | 13F-HR | First National Bank Of Mount Dora Trust Investment Service | Institution | 7,721 | Sold Some | -200 | -2.52 % | $252,091 | $243,906 | $-8,184 | -3.24 % | $212 | | | | | | News Article | History of First National Bank Of Mount Dora Trust Investment Service Ownership Of Southern Co |
| 2009-10-27 | 2009-08-31 | N-Q | Bragg Capital Trust-Queens Road Value Fund | Multi-Cap Value | 4,400 | No Change | 0 | 0 % | $143,660 | $138,996 | $-4,664 | -3.24 % | $0 | | | | | | News Article | History of Bragg Capital Trust-Queens Road Value Fund Ownership Of Southern Co |
| 2009-10-27 | 2009-08-31 | N-Q | Claymore Trust-Zacks Market Neutral Fund | No Data | 41,442 | Sold Some | -8,996 | -17.83 % | $1,353,081 | $1,309,153 | $-43,929 | -3.24 % | $9,536 | | | | | | News Article | History of Claymore Trust-Zacks Market Neutral Fund Ownership Of Southern Co |
| 2009-10-26 | 2009-09-30 | 13F-HR | Birmingham Capital Management Co Inc | Institution | 77,939 | New Holding | 77,939 | 100 % | $2,539,253 | $2,462,093 | $-77,160 | -3.03 % | $-77,160 | | | | | | News Article | History of Birmingham Capital Management Co Inc Ownership Of Southern Co |
| 2009-10-26 | 2009-09-30 | 13F-HR | Coho Partners Ltd | Institution | 9,539 | No Change | 0 | 0 % | $310,781 | $301,337 | $-9,444 | -3.03 % | $0 | | | | | | News Article | History of Coho Partners Ltd Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust-Claymoremorningstar Manufacturing Super Sector Index Etf | Specialty & Misc | 562 | No Change | 0 | 0 % | $18,310 | $17,754 | $-556 | -3.03 % | $0 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust-Claymoremorningstar Manufacturing Super Sector Index Etf Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-Q | Federated Stock And Bond Fund Inc Md-Federated Stock And Bond Fund Inc Md | Specialty & Misc | 30,900 | Sold Some | -10,500 | -25.36 % | $1,006,722 | $976,131 | $-30,591 | -3.03 % | $10,395 | | | | | | News Article | History of Federated Stock And Bond Fund Inc Md-Federated Stock And Bond Fund Inc Md Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-CSR | Global Growth Portfolio-Global Growth Portfolio | Multi-Cap Growth | 17,400 | New Holding | 17,400 | 100 % | $566,892 | $549,666 | $-17,226 | -3.03 % | $-17,226 | | | | | | News Article | History of Global Growth Portfolio-Global Growth Portfolio Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-CSR | Growth Portfolio-Growth Portfolio | Multi-Cap Growth | 107,700 | New Holding | 107,700 | 100 % | $3,508,866 | $3,402,243 | $-106,623 | -3.03 % | $-106,623 | | | | | | News Article | History of Growth Portfolio-Growth Portfolio Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Corporate Leaders 100 Fund | No Data | 2,470 | Added More | 400 | 19.32 % | $80,473 | $78,027 | $-2,445 | -3.03 % | $-396 | | | | | | News Article | History of Ing Series Fund Inc-Ing Corporate Leaders 100 Fund Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2010 Exchange-Traded Fund | Mixed-Asset Target 2010 Funds | 764 | New Holding | 764 | 100 % | $24,891 | $24,135 | $-756 | -3.03 % | $-756 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2010 Exchange-Traded Fund Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2020 Exchange-Traded Fund | Mixed-Asset Target 2020 Funds | 4,121 | New Holding | 4,121 | 100 % | $134,262 | $130,182 | $-4,080 | -3.03 % | $-4,080 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2020 Exchange-Traded Fund Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2040 Exchange-Traded Fund | Mixed-Asset Target 2030+ Funds | 4,754 | New Holding | 4,754 | 100 % | $154,885 | $150,179 | $-4,706 | -3.03 % | $-4,706 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2040 Exchange-Traded Fund Ownership Of Southern Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence In-Target Exchange-Traded Fund | Specialty & Misc | 763 | New Holding | 763 | 100 % | $24,859 | $24,103 | $-755 | -3.03 % | $-755 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence In-Target Exchange-Traded Fund Ownership Of Southern Co |
| 2009-10-23 | 2009-08-31 | N-Q | Performance Funds Trust-Strategic Dividend | Specialty & Misc | 15,490 | No Change | 0 | 0 % | $506,058 | $489,329 | $-16,729 | -3.30 % | $0 | | | | | | News Article | History of Performance Funds Trust-Strategic Dividend Ownership Of Southern Co |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 15,334 | Sold Some | -245,341 | -94.11 % | $510,316 | $484,401 | $-25,914 | -5.07 % | $414,626 | | | | | | News Article | History of Blackrock Inc Ownership Of Southern Co |
| 2009-10-20 | 2009-08-31 | N-Q | Philadelphia Fund Inc-Philadelphia Fund Inc | Multi-Cap Value | | Sold All | -50,000 | -100 % | | | | -4.87 % | $81,000 | | | | | | News Article | History of Philadelphia Fund Inc-Philadelphia Fund Inc Ownership Of Southern Co |
| 2009-10-09 | 2009-07-31 | N-CSR | Advisors Inner Circle Fund Ii-Growth Fund | Small-Cap Growth | 12,000 | New Holding | 12,000 | 100 % | $382,080 | $379,080 | $-3,000 | -0.78 % | $-3,000 | | | | | | News Article | History of Advisors Inner Circle Fund Ii-Growth Fund Ownership Of Southern Co |
| 2009-10-09 | 2009-07-31 | N-CSR | First Trust Exchange-Traded Alphadex Fund-First Trust Utilities Alphadex Fund | Utility | 2,533 | New Holding | 2,533 | 100 % | $80,651 | $80,017 | $-633 | -0.78 % | $-633 | | | | | | News Article | History of First Trust Exchange-Traded Alphadex Fund-First Trust Utilities Alphadex Fund Ownership Of Southern Co |
| 2009-10-09 | 2009-07-31 | N-CSR | Ishares Trust-Ishares Nyse 100 Index Fund | Specialty & Misc | 10,236 | Sold Some | -895 | -8.04 % | $325,914 | $323,355 | $-2,559 | -0.78 % | $224 | | | | | | News Article | History of Ishares Trust-Ishares Nyse 100 Index Fund Ownership Of Southern Co |
| 2009-10-09 | 2009-07-31 | N-CSR | Northern Lights Fund Trust-Wade Core Destination Fund | No Data | 760 | New Holding | 760 | 100 % | $24,198 | $24,008 | $-190 | -0.78 % | $-190 | | | | | | News Article | History of Northern Lights Fund Trust-Wade Core Destination Fund Ownership Of Southern Co |
| 2009-10-07 | 2009-07-31 | N-CSR | Fidelity Advisor Series Vii-Fidelity Advisor Utilities Fund | Utility | 249,200 | New Holding | 249,200 | 100 % | $7,932,036 | $7,872,228 | $-59,808 | -0.75 % | $-59,808 | | | | | | News Article | History of Fidelity Advisor Series Vii-Fidelity Advisor Utilities Fund Ownership Of Southern Co |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds-Bull Profund | Large-Cap Core | 9,096 | Sold Some | -1,800 | -16.51 % | $289,526 | $287,343 | $-2,183 | -0.75 % | $432 | | | | | | News Article | History of Profunds-Bull Profund Ownership Of Southern Co |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds-Utilities Ultrasector Profund | Utility | 11,470 | Sold Some | -9,411 | -45.06 % | $365,090 | $362,337 | $-2,753 | -0.75 % | $2,259 | | | | | | News Article | History of Profunds-Utilities Ultrasector Profund Ownership Of Southern Co |
| 2009-10-05 | 2009-07-31 | N-CSR | Henderson Global Funds-Henderson Global Opportunities Fund | Global Multi-Cap Growth | | Sold All | -6,049 | -100 % | | | | -0.44 % | $847 | | | | | | News Article | History of Henderson Global Funds-Henderson Global Opportunities Fund Ownership Of Southern Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Pacific Capital Funds-Growth And Income Fund | Large-Cap Core | 33,700 | Sold Some | -2,000 | -5.60 % | $1,069,301 | $1,064,583 | $-4,718 | -0.44 % | $280 | | | | | | News Article | History of Pacific Capital Funds-Growth And Income Fund Ownership Of Southern Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Pacific Capital Funds-Value Fund | Multi-Cap Core | 15,100 | Sold Some | -600 | -3.82 % | $479,123 | $477,009 | $-2,114 | -0.44 % | $84 | | | | | | News Article | History of Pacific Capital Funds-Value Fund Ownership Of Southern Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Income Stock Fund | Equity Income | 87,100 | Sold Some | -25,600 | -22.71 % | $2,763,683 | $2,751,489 | $-12,194 | -0.44 % | $3,584 | | | | | | News Article | History of Usaa Mutual Funds Trust-Income Stock Fund Ownership Of Southern Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Value Fund | Multi-Cap Value | | Sold All | -219,700 | -100 % | | | | -0.44 % | $30,758 | | | | | | News Article | History of Usaa Mutual Funds Trust-Value Fund Ownership Of Southern Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Value Fund | Multi-Cap Value | | Sold All | -2,800 | -100 % | | | | -0.44 % | $392 | | | | | | News Article | History of Usaa Mutual Funds Trust-Value Fund Ownership Of Southern Co |
| 2009-09-30 | 2009-07-31 | N-CSR | Income Fund Of America Inc-Income Fund Of America Inc | Equity Income | 1,250,000 | Sold Some | -2,055,000 | -62.17 % | $39,587,500 | $39,487,500 | $-100,000 | -0.25 % | $164,400 | | | | | | News Article | History of Income Fund Of America Inc-Income Fund Of America Inc Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Alpine Equity Trust-Alpine Global Infrastructure Fund | No Data | 350 | New Holding | 350 | 100 % | $11,190 | $11,057 | $-133 | -1.18 % | $-133 | | | | | | News Article | History of Alpine Equity Trust-Alpine Global Infrastructure Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Ultra Fund | Large-Cap Growth | | Sold All | -803,000 | -100 % | | | | -1.18 % | $305,140 | | | | | | News Article | History of American Century Mutual Funds Inc-Ultra Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Chroder Global Series Trust-North American Equity Fund | Specialty & Misc | | Sold All | -18,208 | -100 % | | | | -1.18 % | $6,919 | | | | | | News Article | History of Chroder Global Series Trust-North American Equity Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-International Core Equity Portfolio | International Small-Mid-Cap Value | 210,127 | No Change | 0 | 0 % | $6,717,760 | $6,637,912 | $-79,848 | -1.18 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-International Core Equity Portfolio Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio | No Data | 4,400 | New Holding | 4,400 | 100 % | $140,668 | $138,996 | $-1,672 | -1.18 % | $-1,672 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Trust Co-Global Large Company Serie | Large-Cap Core | 292,115 | New Holding | 292,115 | 100 % | $9,338,917 | $9,227,913 | $-111,004 | -1.18 % | $-111,004 | | | | | | News Article | History of Dfa Investment Trust Co-Global Large Company Serie Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dws Balanced Fund-Dws Balanced Fund | Flexible Portfolio | 39,948 | Added More | 19,173 | 92.28 % | $1,277,138 | $1,261,957 | $-15,180 | -1.18 % | $-7,286 | | | | | | News Article | History of Dws Balanced Fund-Dws Balanced Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dws Blue Chip Fund-Dws Blue Chip Fund | Multi-Cap Core | | Sold All | -10,100 | -100 % | | | | -1.18 % | $3,838 | | | | | | News Article | History of Dws Blue Chip Fund-Dws Blue Chip Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Eclipse Funds Inc-Mainstay S And P 500 Index Fund | S&P 500 Index | 98,436 | New Holding | 98,436 | 100 % | $3,146,999 | $3,109,593 | $-37,406 | -1.18 % | $-37,406 | | | | | | News Article | History of Eclipse Funds Inc-Mainstay S And P 500 Index Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Evergreen Equity Trust De-Evergreen Utility And Telecommunications Fund | Telecommunication | 100,000 | Sold Some | -172,500 | -63.30 % | $3,197,000 | $3,159,000 | $-38,000 | -1.18 % | $65,550 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Utility And Telecommunications Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Commonwealth Trust-Spartan 500 Index Fund | S&P 500 Index | 1,126,929 | Added More | 47,114 | 4.36 % | $36,027,920 | $35,599,687 | $-428,233 | -1.18 % | $-17,903 | | | | | | News Article | History of Fidelity Commonwealth Trust-Spartan 500 Index Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Investment Trust-Fidelity Canada Fund | Specialty & Misc | | Sold All | -860,000 | -100 % | | | | -1.18 % | $326,800 | | | | | | News Article | History of Fidelity Investment Trust-Fidelity Canada Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | First American Investment Funds Inc-Equity Index Fund | S&P 500 Index | 81,149 | Sold Some | -6,603 | -7.52 % | $2,594,334 | $2,563,497 | $-30,837 | -1.18 % | $2,509 | | | | | | News Article | History of First American Investment Funds Inc-Equity Index Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-Hartford Capital Appreciation Ii Fund | Multi-Cap Growth | | Sold All | -40 | -100 % | | | | -1.18 % | $15 | | | | | | News Article | History of Hartford Mutual Funds Incct-Hartford Capital Appreciation Ii Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-Hartford Value Fund | Large-Cap Value | | Sold All | -43 | -100 % | | | | -1.18 % | $16 | | | | | | News Article | History of Hartford Mutual Funds Incct-Hartford Value Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Hartford Mutual Funds Incct-The Hartford Global Enhanced Dividend Fund | No Data | 3 | No Compare | | | $96 | $95 | $-1 | -1.18 % | | | | | | | News Article | History of Hartford Mutual Funds Incct-The Hartford Global Enhanced Dividend Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Morningstar Large Value Index Fund | Large-Cap Value | 60,584 | Sold Some | -4,202 | -6.48 % | $1,936,870 | $1,913,849 | $-23,022 | -1.18 % | $1,597 | | | | | | News Article | History of Ishares Trust-Ishares Morningstar Large Value Index Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-CSR | Janus Investment Fund-Intech Risk-Managed Value Fund | No Data | 7,400 | No Compare | | | $236,578 | $233,766 | $-2,812 | -1.18 % | | | | | | | News Article | History of Janus Investment Fund-Intech Risk-Managed Value Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Fund | Large-Cap Growth | | Sold All | -7,900 | -100 % | | | | -1.18 % | $3,002 | | | | | | News Article | History of Janus Investment Fund-Janus Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jackson Perspective 5 Fund | Specialty & Misc | | Sold All | -1,633 | -100 % | | | | -1.18 % | $621 | | | | | | News Article | History of Jnl Investors Series Trust-Jackson Perspective 5 Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jackson Perspective Index 5 Fund | Specialty & Misc | 801 | No Change | 0 | 0 % | $25,608 | $25,304 | $-304 | -1.18 % | $0 | | | | | | News Article | History of Jnl Investors Series Trust-Jackson Perspective Index 5 Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jnl Money Market Fund | Specialty & Misc | 1,187 | New Holding | 1,187 | 100 % | $37,948 | $37,497 | $-451 | -1.18 % | $-451 | | | | | | News Article | History of Jnl Investors Series Trust-Jnl Money Market Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Common Stock Fund | Large-Cap Core | | Sold All | -45,292 | -100 % | | | | -1.18 % | $17,211 | | | | | | News Article | History of Mainstay Funds-Mainstay Common Stock Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Equity Index Fund | Specialty & Misc | 19,521 | Sold Some | -1,159 | -5.60 % | $624,086 | $616,668 | $-7,418 | -1.18 % | $440 | | | | | | News Article | History of Mainstay Funds-Mainstay Equity Index Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Pioneer Equity Income Fund-Pioneer Equity Income Fund | Equity Income | 340,000 | No Change | 0 | 0 % | $10,869,800 | $10,740,600 | $-129,200 | -1.18 % | $0 | | | | | | News Article | History of Pioneer Equity Income Fund-Pioneer Equity Income Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Pioneer Global High Yield Fund-Pioneer Global Diversified Equity Fund | No Data | 350 | No Change | 0 | 0 % | $11,190 | $11,057 | $-133 | -1.18 % | $0 | | | | | | News Article | History of Pioneer Global High Yield Fund-Pioneer Global Diversified Equity Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Pioneer Mid Cap Value Fund-Pioneer Mid Cap Value Fund | Mid-Cap Value | 307,100 | No Change | 0 | 0 % | $9,817,987 | $9,701,289 | $-116,698 | -1.18 % | $0 | | | | | | News Article | History of Pioneer Mid Cap Value Fund-Pioneer Mid Cap Value Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Emerging Markets Fund | Emerging Markets | 19,200 | New Holding | 19,200 | 100 % | $613,824 | $606,528 | $-7,296 | -1.18 % | $-7,296 | | | | | | News Article | History of Russell Investment Co-Emerging Markets Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Quantitative Equity Fund | Multi-Cap Core | | Sold All | -38,600 | -100 % | | | | -1.18 % | $14,668 | | | | | | News Article | History of Russell Investment Co-Quantitative Equity Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Van Kampen Trust Ii-Global Tactical Asset Allocation Fund | No Data | 200 | No Change | 0 | 0 % | $6,394 | $6,318 | $-76 | -1.18 % | $0 | | | | | | News Article | History of Van Kampen Trust Ii-Global Tactical Asset Allocation Fund Ownership Of Southern Co |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund | No Data | 16,740 | Added More | 2,790 | 20.00 % | $535,178 | $528,817 | $-6,361 | -1.18 % | $-1,060 | | | | | | News Article | History of Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Advisors Inner Circle Fund-Cambiar Opportunity Fund | Multi-Cap Value | 44,700 | Added More | 16,700 | 59.64 % | $1,429,059 | $1,412,073 | $-16,986 | -1.18 % | $-6,346 | | | | | | News Article | History of Advisors Inner Circle Fund-Cambiar Opportunity Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Advisors Inner Circle Fund-Hgk Equity Value Fund | Large-Cap Value | 4,600 | New Holding | 4,600 | 100 % | $147,062 | $145,314 | $-1,748 | -1.18 % | $-1,748 | | | | | | News Article | History of Advisors Inner Circle Fund-Hgk Equity Value Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Advisors Series Trust-Castlerock Fund | Specialty & Misc | 2,700 | New Holding | 2,700 | 100 % | $86,319 | $85,293 | $-1,026 | -1.18 % | $-1,026 | | | | | | News Article | History of Advisors Series Trust-Castlerock Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | American Mutual Fund Inc-American Mutual Fund Inc | Multi-Cap Value | 1,250,000 | No Change | 0 | 0 % | $39,962,500 | $39,487,500 | $-475,000 | -1.18 % | $0 | | | | | | News Article | History of American Mutual Fund Inc-American Mutual Fund Inc Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Capital Income Builder Inc-Capital Income Builder Inc | Equity Income | 5,500,000 | No Change | 0 | 0 % | $175,835,000 | $173,745,000 | $-2,090,000 | -1.18 % | $0 | | | | | | News Article | History of Capital Income Builder Inc-Capital Income Builder Inc Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Chwab Capital Trust-Schwab Fundamental Us Large Company Index Fund | Large-Cap Core | 16,935 | Sold Some | -32,840 | -65.97 % | $541,412 | $534,977 | $-6,435 | -1.18 % | $12,479 | | | | | | News Article | History of Chwab Capital Trust-Schwab Fundamental Us Large Company Index Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Chwab Capital Trust-Schwab Technology Fund | Science & Tech | 725,225 | New Holding | 725,225 | 100 % | $23,185,443 | $22,909,858 | $-275,586 | -1.18 % | $-275,586 | | | | | | News Article | History of Chwab Capital Trust-Schwab Technology Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Federated Equity Funds-Federated Capital Appreciation Fund | Large-Cap Core | 990,200 | Added More | 603,500 | 156.06 % | $31,656,694 | $31,280,418 | $-376,276 | -1.18 % | $-229,330 | | | | | | News Article | History of Federated Equity Funds-Federated Capital Appreciation Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Federated Equity Funds-Federated Strategic Value Fund | Equity Income | 588,928 | Added More | 241,800 | 69.65 % | $18,828,028 | $18,604,236 | $-223,793 | -1.18 % | $-91,884 | | | | | | News Article | History of Federated Equity Funds-Federated Strategic Value Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust I-Jpmorgan Market Neutral Fund | Specialty & Misc | 9 | New Holding | 9 | 100 % | $288 | $284 | $-3 | -1.18 % | $-3 | | | | | | News Article | History of Jpmorgan Trust I-Jpmorgan Market Neutral Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust I-Jpmorgan Tax Aware Core Equity Fund | Multi-Cap Core | 35 | New Holding | 35 | 100 % | $1,119 | $1,106 | $-13 | -1.18 % | $-13 | | | | | | News Article | History of Jpmorgan Trust I-Jpmorgan Tax Aware Core Equity Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Jpmorgan Trust I-Jpmorgan Tax Aware Disciplined Equity Fund | Specialty & Misc | 43 | New Holding | 43 | 100 % | $1,375 | $1,358 | $-16 | -1.18 % | $-16 | | | | | | News Article | History of Jpmorgan Trust I-Jpmorgan Tax Aware Disciplined Equity Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Lord Abbett Affiliated Fund Inc-Lord Abbett Affiliated Fund Inc | Large-Cap Value | 1,340,100 | New Holding | 1,340,100 | 100 % | $42,842,997 | $42,333,759 | $-509,238 | -1.18 % | $-509,238 | | | | | | News Article | History of Lord Abbett Affiliated Fund Inc-Lord Abbett Affiliated Fund Inc Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Lord Abbett Securities Trust-Lord Abbett All Value Fund | Multi-Cap Value | 6,740 | Sold Some | -446,060 | -98.51 % | $215,478 | $212,917 | $-2,561 | -1.18 % | $169,503 | | | | | | News Article | History of Lord Abbett Securities Trust-Lord Abbett All Value Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Oppenheimer Quest Value Fund Inc-Oppenheimer Quest Value Fund Inc | Multi-Cap Value | 435,200 | Added More | 77,000 | 21.49 % | $13,913,344 | $13,747,968 | $-165,376 | -1.18 % | $-29,260 | | | | | | News Article | History of Oppenheimer Quest Value Fund Inc-Oppenheimer Quest Value Fund Inc Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust-Powershares Dividend Achievers Portfolio | Specialty & Misc | 40,104 | New Holding | 40,104 | 100 % | $1,282,125 | $1,266,885 | $-15,240 | -1.18 % | $-15,240 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust-Powershares Dividend Achievers Portfolio Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust-Powershares Dynamic Large Cap Value Portfolio | Large-Cap Value | | Sold All | -97,419 | -100 % | | | | -1.18 % | $37,019 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust-Powershares Dynamic Large Cap Value Portfolio Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust-Powershares Dynamic Utilities Portfolio | Utility | 45,984 | Sold Some | -22,053 | -32.41 % | $1,470,108 | $1,452,635 | $-17,474 | -1.18 % | $8,380 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust-Powershares Dynamic Utilities Portfolio Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Tax Managed Small Cap Growth Portfolio-Tax Managed Small Cap Growth Portfolio | Small-Cap Growth | | Sold All | -110,460 | -100 % | | | | -1.18 % | $41,975 | | | | | | News Article | History of Tax Managed Small Cap Growth Portfolio-Tax Managed Small Cap Growth Portfolio Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Windsor Funds-Vanguard Windsor Fund | Multi-Cap Value | | Sold All | -42,264 | -100 % | | | | -1.18 % | $16,060 | | | | | | News Article | History of Vanguard Windsor Funds-Vanguard Windsor Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Vanguard Windsor Funds-Vanguard Windsor Ii Fund | Large-Cap Value | 6,364 | Sold Some | -335,100 | -98.13 % | $203,457 | $201,039 | $-2,418 | -1.18 % | $127,338 | | | | | | News Article | History of Vanguard Windsor Funds-Vanguard Windsor Ii Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Victory Portfolios-Victory Stock Index Fund | S&P 500 Index | 2,948 | Sold Some | -85 | -2.80 % | $94,248 | $93,127 | $-1,120 | -1.18 % | $32 | | | | | | News Article | History of Victory Portfolios-Victory Stock Index Fund Ownership Of Southern Co |
| 2009-09-28 | 2009-07-31 | N-Q | Victory Portfolios-Victory Value Fund | Large-Cap Core | 21,000 | Sold Some | -12,000 | -36.36 % | $671,370 | $663,390 | $-7,980 | -1.18 % | $4,560 | | | | | | News Article | History of Victory Portfolios-Victory Value Fund Ownership Of Southern Co |
| 2009-09-25 | 2009-07-31 | N-Q | Advantage Funds Inc-Global Alpha Fund | Global Flex Port | 1,997 | Sold Some | -916 | -31.44 % | $63,704 | $63,085 | $-619 | -0.97 % | $284 | | | | | | News Article | History of Advantage Funds Inc-Global Alpha Fund Ownership Of Southern Co |
| 2009-09-25 | 2009-07-31 | N-Q | Aston Funds-Aston Value Fund | Multi-Cap Value | 59,325 | Sold Some | -32,700 | -35.53 % | $1,892,468 | $1,874,077 | $-18,391 | -0.97 % | $10,137 | | | | | | News Article | History of Aston Funds-Aston Value Fund Ownership Of Southern Co |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust-Direxion Daily Large Cap Bull 3x Shares | No Data | 14,080 | Sold Some | -52,740 | -78.92 % | $449,152 | $444,787 | $-4,365 | -0.97 % | $16,349 | | | | | | News Article | History of Direxion Shares Etf Trust-Direxion Daily Large Cap Bull 3x Shares Ownership Of Southern Co |
| 2009-09-25 | 2009-07-31 | N-Q | Paydenfunds-Payden Value Leaders Fund | Large-Cap Value | 4,300 | Sold Some | -5,100 | -54.25 % | $137,170 | $135,837 | $-1,333 | -0.97 % | $1,581 | | | | | | News Article | History of Paydenfunds-Payden Value Leaders Fund Ownership Of Southern Co |
| 2009-09-25 | 2009-07-31 | N-Q | Tax Managed Multi Cap Opportunity Portfolio-Tax Managed Multi Cap Opportunity Portfolio | Specialty & Misc | | Sold All | -37,000 | -100 % | | | | -0.97 % | $11,470 | | | | | | News Article | History of Tax Managed Multi Cap Opportunity Portfolio-Tax Managed Multi Cap Opportunity Portfolio Ownership Of Southern Co |
| 2009-09-25 | 2009-07-31 | N-Q | Thrivent Mutual Funds-Thrivent Large Cap Stock Fund | Large-Cap Core | | Sold All | -1,099,355 | -100 % | | | | -0.97 % | $340,800 | | | | | | News Article | History of Thrivent Mutual Funds-Thrivent Large Cap Stock Fund Ownership Of Southern Co |
| 2009-09-25 | 2009-07-31 | N-Q | Unified Series Trust-Marathon Value Portfolio | Multi-Cap Value | | Sold All | -26,110 | -100 % | | | | -0.97 % | $8,094 | | | | | | News Article | History of Unified Series Trust-Marathon Value Portfolio Ownership Of Southern Co |
| 2009-09-25 | 2009-05-31 | N-CSR/A | Proshares Trust-Ultra Utilities Proshare | Utility | | Sold All | -46,987 | -100 % | | | | -0.97 % | $14,566 | | | | | | News Article | History of Proshares Trust-Ultra Utilities Proshare Ownership Of Southern Co |
| 2009-09-24 | 2009-07-31 | N-Q | Dreyfus Index Funds Inc-Dreyfus S And P 500 Index Fund | S&P 500 Index | 187,039 | No Change | 0 | 0 % | $5,972,155 | $5,908,562 | $-63,593 | -1.06 % | $0 | | | | | | News Article | History of Dreyfus Index Funds Inc-Dreyfus S And P 500 Index Fund Ownership Of Southern Co |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds-Nationwide Large Cap Value Fund | Large-Cap Value | | Sold All | -4,100 | -100 % | | | | -1.06 % | $1,394 | | | | | | News Article | History of Nationwide Mutual Funds-Nationwide Large Cap Value Fund Ownership Of Southern Co |
| 2009-09-23 | 2009-07-31 | N-Q | Ing Mutual Funds-Ing Global Equity Dividend Fund | Global Multi-Cap Value | 19,615 | Sold Some | -12,562 | -39.04 % | $623,953 | $619,638 | $-4,315 | -0.69 % | $2,764 | | | | | | News Article | History of Ing Mutual Funds-Ing Global Equity Dividend Fund Ownership Of Southern Co |
| 2009-09-22 | 2009-07-31 | N-Q | Dreyfuslaurel Funds Inc-Tax Managed Growth Fund | Large-Cap Core | 71,065 | New Holding | 71,065 | 100 % | $2,259,156 | $2,244,943 | $-14,213 | -0.62 % | $-14,213 | | | | | | News Article | History of Dreyfuslaurel Funds Inc-Tax Managed Growth Fund Ownership Of Southern Co |
| 2009-09-17 | 2009-07-31 | N-Q | Henssler Funds Inc-The Henssler Equity Fund | Specialty & Misc | 40,300 | Added More | 3,000 | 8.04 % | $1,292,421 | $1,273,077 | $-19,344 | -1.49 % | $-1,440 | | | | | | News Article | History of Henssler Funds Inc-The Henssler Equity Fund Ownership Of Southern Co |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust-S And P Equal Weight Etf | Specialty & Misc | 84,251 | Added More | 80,111 | 1935.04 % | $2,701,930 | $2,661,489 | $-40,440 | -1.49 % | $-38,453 | | | | | | News Article | History of Rydex Etf Trust-S And P Equal Weight Etf Ownership Of Southern Co |
| 2009-09-15 | 2009-06-30 | N-CSRS/A | Wilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 Fund | No Data | 1,750 | Sold Some | -4,750 | -73.07 % | $55,930 | $55,283 | $-648 | -1.15 % | $1,758 | | | | | | News Article | History of Wilshire Mutual Funds Inc-Wilshire Large Cap Core 13030 Fund Ownership Of Southern Co |
| 2009-09-10 | 2009-06-30 | N-CSRS | Northern Lights Variable Trust-Jnf Balanced Portfolio | Flexible Portfolio | 2,300 | Sold Some | -200 | -8.00 % | $71,783 | $72,657 | $874 | 1.21 % | $-76 | | | | | | News Article | History of Northern Lights Variable Trust-Jnf Balanced Portfolio Ownership Of Southern Co |
| 2009-09-09 | 2009-06-30 | N-CSRS | Johnson Mutual Funds Trust-Johnson Growth Fund | Multi-Cap Growth | | Sold All | -1,300 | -100 % | | | | 1.41 % | $-572 | | | | | | News Article | History of Johnson Mutual Funds Trust-Johnson Growth Fund Ownership Of Southern Co |
| 2009-09-09 | 2009-06-30 | N-CSRS | Value Line Premier Growth Fund Inc-Value Line Premier Growth Fund Inc | Large-Cap Growth | 27,000 | No Change | 0 | 0 % | $841,050 | $852,930 | $11,880 | 1.41 % | $0 | | | | | | News Article | History of Value Line Premier Growth Fund Inc-Value Line Premier Growth Fund Inc Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust-Azl S And P 500 Index Fund | S&P 500 Index | 36,306 | Added More | 9,213 | 34.00 % | $1,141,461 | $1,146,907 | $5,446 | 0.47 % | $1,382 | | | | | | News Article | History of Allianz Variable Insurance Products Trust-Azl S And P 500 Index Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Barclays Global Investors Funds-Bond Index Fund | Specialty & Misc | 159,567 | No Change | 0 | 0 % | $5,016,786 | $5,040,722 | $23,935 | 0.47 % | $0 | | | | | | News Article | History of Barclays Global Investors Funds-Bond Index Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSR | Imple Capital Trust-Simple Capital Fund | Specialty & Misc | 200 | New Holding | 200 | 100 % | $6,288 | $6,318 | $30 | 0.47 % | $30 | | | | | | News Article | History of Imple Capital Trust-Simple Capital Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSR | Industry Leaders Fund-The Industry Leaders Fund | Specialty & Misc | 9,200 | Added More | 1,620 | 21.37 % | $289,248 | $290,628 | $1,380 | 0.47 % | $243 | | | | | | News Article | History of Industry Leaders Fund-The Industry Leaders Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Master Investment Portfolio-Active Stock Portfolio | Specialty & Misc | | Sold All | -67,244 | -100 % | | | | 0.47 % | $-10,087 | | | | | | News Article | History of Master Investment Portfolio-Active Stock Portfolio Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Master Investment Portfolio-S And P 500 Index Master Portfolio | S&P 500 Index | 159,567 | No Change | 0 | 0 % | $5,016,786 | $5,040,722 | $23,935 | 0.47 % | $0 | | | | | | News Article | History of Master Investment Portfolio-S And P 500 Index Master Portfolio Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSR | Morgan Stanley Equally Weighted S And P 500 Fund-None | Specialty & Misc | 52,229 | Added More | 8,217 | 18.66 % | $1,642,080 | $1,649,914 | $7,834 | 0.47 % | $1,233 | | | | | | News Article | History of Morgan Stanley Equally Weighted S And P 500 Fund-None Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Select Dimensions Investment Series-Utilities Portfolio | Utility | 8,990 | Sold Some | -475 | -5.01 % | $282,646 | $283,994 | $1,349 | 0.47 % | $-71 | | | | | | News Article | History of Morgan Stanley Select Dimensions Investment Series-Utilities Portfolio Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Utilities Fund-None | Specialty & Misc | 44,229 | Sold Some | -13,593 | -23.50 % | $1,390,560 | $1,397,194 | $6,634 | 0.47 % | $-2,039 | | | | | | News Article | History of Morgan Stanley Utilities Fund-None Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Variable Investment Series-Information Portfolio | Specialty & Misc | 10,938 | Sold Some | -11,500 | -51.25 % | $343,891 | $345,531 | $1,641 | 0.47 % | $-1,725 | | | | | | News Article | History of Morgan Stanley Variable Investment Series-Information Portfolio Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Morgan Stanley Variable Investment Series-Money Market Portfolio | Specialty & Misc | 8,800 | Sold Some | -16,400 | -65.07 % | $276,672 | $277,992 | $1,320 | 0.47 % | $-2,460 | | | | | | News Article | History of Morgan Stanley Variable Investment Series-Money Market Portfolio Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Northern Lights Fund Trust-Free Enterprise Action Fund | No Data | 675 | No Change | 0 | 0 % | $21,222 | $21,323 | $101 | 0.47 % | $0 | | | | | | News Article | History of Northern Lights Fund Trust-Free Enterprise Action Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSR | Revenueshares Etf Trust-Revenueshares Large Cap Fund | Large-Cap Core | 2,412 | Added More | 458 | 23.43 % | $75,833 | $76,195 | $362 | 0.47 % | $69 | | | | | | News Article | History of Revenueshares Etf Trust-Revenueshares Large Cap Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds-Banking Fund | Financial Services | 15,387 | Added More | 3,170 | 25.94 % | $483,767 | $486,075 | $2,308 | 0.47 % | $476 | | | | | | News Article | History of Rydex Series Funds-Banking Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust-Biotechnology Fund | Health/Biotech | 1,068 | Added More | 200 | 23.04 % | $33,578 | $33,738 | $160 | 0.47 % | $30 | | | | | | News Article | History of Rydex Variable Trust-Biotechnology Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust-Nova Fund | Specialty & Misc | 2,769 | Added More | 690 | 33.18 % | $87,057 | $87,473 | $415 | 0.47 % | $104 | | | | | | News Article | History of Rydex Variable Trust-Nova Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust-Utilities Fund | Utility | 21,735 | Sold Some | -3,420 | -13.59 % | $683,348 | $686,609 | $3,260 | 0.47 % | $-513 | | | | | | News Article | History of Rydex Variable Trust-Utilities Fund Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Balanced Index Portfolio | Flexible Portfolio | 890 | Added More | 83 | 10.28 % | $27,982 | $28,115 | $134 | 0.47 % | $12 | | | | | | News Article | History of Ummit Mutual Funds Inc-Balanced Index Portfolio Ownership Of Southern Co |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ummit Mutual Funds Inc-Zenith Portfolio | Specialty & Misc | 147,408 | Added More | 46,165 | 45.59 % | $4,634,508 | $4,656,619 | $22,111 | 0.47 % | $6,925 | | | | | | News Article | History of Ummit Mutual Funds Inc-Zenith Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-500 Index Trust | S&P 500 Index | 481,660 | Added More | 69,323 | 16.81 % | $15,133,757 | $15,215,639 | $81,882 | 0.54 % | $11,785 | | | | | | News Article | History of John Hancock Trust-500 Index Trust Ownership Of Southern Co |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-All Cap Value Trust | Multi-Cap Value | | Sold All | -16,200 | -100 % | | | | 0.54 % | $-2,754 | | | | | | News Article | History of John Hancock Trust-All Cap Value Trust Ownership Of Southern Co |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Disciplined Diversification Trust | No Data | | Sold All | -3,165 | -100 % | | | | 0.54 % | $-538 | | | | | | News Article | History of John Hancock Trust-Disciplined Diversification Trust Ownership Of Southern Co |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Income Trust | Equity Income | | Sold All | -140,000 | -100 % | | | | 0.54 % | $-23,800 | | | | | | News Article | History of John Hancock Trust-Income Trust Ownership Of Southern Co |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Total Stock Market Index Trust | Specialty & Misc | 21,409 | Added More | 1,440 | 7.21 % | $672,671 | $676,310 | $3,640 | 0.54 % | $245 | | | | | | News Article | History of John Hancock Trust-Total Stock Market Index Trust Ownership Of Southern Co |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Value Trust | Multi-Cap Value | 15,400 | Sold Some | -35,619 | -69.81 % | $483,868 | $486,486 | $2,618 | 0.54 % | $-6,055 | | | | | | News Article | History of John Hancock Trust-Value Trust Ownership Of Southern Co |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust-Value Trust | Multi-Cap Value | 750,000 | Added More | 698,981 | 1370.04 % | $23,565,000 | $23,692,500 | $127,500 | 0.54 % | $118,827 | | | | | | News Article | History of John Hancock Trust-Value Trust Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust-Ast Advanced Strategies Portfolio | Specialty & Misc | | Sold All | -3,800 | -100 % | | | | 0.54 % | $-646 | | | | | | News Article | History of Advanced Series Trust-Ast Advanced Strategies Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust-Ast Global Allocation Portfolio | Global Flex Port | 21,000 | Sold Some | -19,900 | -48.65 % | $659,820 | $663,390 | $3,570 | 0.54 % | $-3,383 | | | | | | News Article | History of Advanced Series Trust-Ast Global Allocation Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | American Funds Insurance Series-Growth Fund | Multi-Cap Growth | 1,500,000 | Added More | 1,000,000 | 200.00 % | $47,130,000 | $47,385,000 | $255,000 | 0.54 % | $170,000 | | | | | | News Article | History of American Funds Insurance Series-Growth Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust-Multimanager Small Cap Value Portfolio | Small-Cap Value | 113,500 | Sold Some | -2,100 | -1.81 % | $3,566,170 | $3,585,465 | $19,295 | 0.54 % | $-357 | | | | | | News Article | History of Axa Premier Vip Trust-Multimanager Small Cap Value Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSR | Bridgeway Funds Inc-Balanced Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -15,050 | -100 % | | | | 0.54 % | $-2,559 | | | | | | News Article | History of Bridgeway Funds Inc-Balanced Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eligman Common Stock Fund Inc-Seligman Common Stock Fund Inc | Large-Cap Core | 28,413 | Added More | 7,094 | 33.27 % | $892,736 | $897,567 | $4,830 | 0.54 % | $1,206 | | | | | | News Article | History of Eligman Common Stock Fund Inc-Seligman Common Stock Fund Inc Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqalliancebernstein Value Portfolio | Multi-Cap Value | 1,538,134 | Added More | 34,067 | 2.26 % | $48,328,170 | $48,589,653 | $261,483 | 0.54 % | $5,791 | | | | | | News Article | History of Eq Advisors Trust-Eqalliancebernstein Value Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqbond Index Portfolio | Specialty & Misc | 336,050 | New Holding | 336,050 | 100 % | $10,558,691 | $10,615,820 | $57,129 | 0.54 % | $57,129 | | | | | | News Article | History of Eq Advisors Trust-Eqbond Index Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqboston Advisors Equity Income Portfolio | Equity Income | 93,700 | Added More | 2,600 | 2.85 % | $2,944,054 | $2,959,983 | $15,929 | 0.54 % | $442 | | | | | | News Article | History of Eq Advisors Trust-Eqboston Advisors Equity Income Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqequity 500 Index Portfolio | S&P 500 Index | 224,150 | Added More | 4,400 | 2.00 % | $7,042,793 | $7,080,899 | $38,106 | 0.54 % | $748 | | | | | | News Article | History of Eq Advisors Trust-Eqequity 500 Index Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqinternational Growth Portfolio | Multi-Cap Growth | 13,200 | New Holding | 13,200 | 100 % | $414,744 | $416,988 | $2,244 | 0.54 % | $2,244 | | | | | | News Article | History of Eq Advisors Trust-Eqinternational Growth Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqmutual Shares Portfolio | Specialty & Misc | 28,500 | New Holding | 28,500 | 100 % | $895,470 | $900,315 | $4,845 | 0.54 % | $4,845 | | | | | | News Article | History of Eq Advisors Trust-Eqmutual Shares Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust-Eqtcw Equity Portfolio | Specialty & Misc | 64,686 | New Holding | 64,686 | 100 % | $2,032,434 | $2,043,431 | $10,997 | 0.54 % | $10,997 | | | | | | News Article | History of Eq Advisors Trust-Eqtcw Equity Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Guidestone Funds-Capital Opportunitie | Multi-Cap Core | | Sold All | -32,300 | -100 % | | | | 0.54 % | $-5,491 | | | | | | News Article | History of Guidestone Funds-Capital Opportunitie Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Guidestone Funds-Equity Index | S&P 500 Index | 30,300 | New Holding | 30,300 | 100 % | $952,026 | $957,177 | $5,151 | 0.54 % | $5,151 | | | | | | News Article | History of Guidestone Funds-Equity Index Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Hartford Hls Series Fund Ii Inc-Hartford Capital Opportunities Hls Fund | Specialty & Misc | | Sold All | -153 | -100 % | | | | 0.54 % | $-26 | | | | | | News Article | History of Hartford Hls Series Fund Ii Inc-Hartford Capital Opportunities Hls Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Hartford Hls Series Fund Ii Inc-Hartford Value Opportunities Hls Fund | Multi-Cap Value | | Sold All | -35 | -100 % | | | | 0.54 % | $-6 | | | | | | News Article | History of Hartford Hls Series Fund Ii Inc-Hartford Value Opportunities Hls Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Hartford Series Fund Inc-Hartford Capital Appreciation Hls Fund | Specialty & Misc | | Sold All | -153 | -100 % | | | | 0.54 % | $-26 | | | | | | News Article | History of Hartford Series Fund Inc-Hartford Capital Appreciation Hls Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Hartford Series Fund Inc-Hartford Global Equity Hls Fund | No Data | 2 | Added More | 1 | 100.00 % | $63 | $63 | $0 | 0.54 % | $0 | | | | | | News Article | History of Hartford Series Fund Inc-Hartford Global Equity Hls Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Hartford Series Fund Inc-Hartford Index Hls Fund | Specialty & Misc | 80 | No Change | 0 | 0 % | $2,514 | $2,527 | $14 | 0.54 % | $0 | | | | | | News Article | History of Hartford Series Fund Inc-Hartford Index Hls Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Hartford Series Fund Inc-Hartford Value Hls Fund | Multi-Cap Value | | Sold All | -35 | -100 % | | | | 0.54 % | $-6 | | | | | | News Article | History of Hartford Series Fund Inc-Hartford Value Hls Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Homestead Funds Inc-Stock Index Fund | Specialty & Misc | | Sold All | -161,182 | -100 % | | | | 0.54 % | $-27,401 | | | | | | News Article | History of Homestead Funds Inc-Stock Index Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Homestead Funds Inc-Value Fund | Multi-Cap Value | 159,567 | No Change | 0 | 0 % | $5,013,595 | $5,040,722 | $27,126 | 0.54 % | $0 | | | | | | News Article | History of Homestead Funds Inc-Value Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I-Jpmorgan Japan Fund | Japanese | 383 | New Holding | 383 | 100 % | $12,034 | $12,099 | $65 | 0.54 % | $65 | | | | | | News Article | History of Jpmorgan Trust I-Jpmorgan Japan Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I-Jpmorgan Prime Money Market Fund | Specialty & Misc | | Sold All | -342 | -100 % | | | | 0.54 % | $-58 | | | | | | News Article | History of Jpmorgan Trust I-Jpmorgan Prime Money Market Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust Ii-Jpmorgan Core Bond Fund | Multi-Cap Core | 383 | New Holding | 383 | 100 % | $12,034 | $12,099 | $65 | 0.54 % | $65 | | | | | | News Article | History of Jpmorgan Trust Ii-Jpmorgan Core Bond Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds-Bull Profund | Large-Cap Core | 10,896 | Sold Some | -4,512 | -29.28 % | $342,352 | $344,205 | $1,852 | 0.54 % | $-767 | | | | | | News Article | History of Profunds-Bull Profund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds-Profund Vp Bull | Specialty & Misc | 15,120 | Added More | 8,928 | 144.18 % | $475,070 | $477,641 | $2,570 | 0.54 % | $1,518 | | | | | | News Article | History of Profunds-Profund Vp Bull Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds-Profund Vp Ultrabull | Specialty & Misc | 3,168 | Added More | 2,016 | 175.00 % | $99,539 | $100,077 | $539 | 0.54 % | $343 | | | | | | News Article | History of Profunds-Profund Vp Ultrabull Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds-Profund Vp Utilitie | Utility | 107,880 | Added More | 57,169 | 112.73 % | $3,389,590 | $3,407,929 | $18,340 | 0.54 % | $9,719 | | | | | | News Article | History of Profunds-Profund Vp Utilitie Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds-Vanguard Institutional Index Fund | Specialty & Misc | 6,045,348 | Added More | 195,325 | 3.33 % | $189,944,834 | $190,972,543 | $1,027,709 | 0.54 % | $33,205 | | | | | | News Article | History of Vanguard Institutional Index Funds-Vanguard Institutional Index Fund Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds-Equity Income Portfolio | Equity Income | 5,300 | Sold Some | -5,300 | -50.00 % | $166,526 | $167,427 | $901 | 0.54 % | $-901 | | | | | | News Article | History of Vanguard Variable Insurance Funds-Equity Income Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds-Equity Index Portfolio | Specialty & Misc | 154,046 | Added More | 1,500 | 0.98 % | $4,840,125 | $4,866,313 | $26,188 | 0.54 % | $255 | | | | | | News Article | History of Vanguard Variable Insurance Funds-Equity Index Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Balanced Portfolio | Flexible Portfolio | 7,320 | New Holding | 7,320 | 100 % | $229,994 | $231,239 | $1,244 | 0.54 % | $1,244 | | | | | | News Article | History of Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Balanced Portfolio Ownership Of Southern Co |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Equity Index Portfolio | Specialty & Misc | 7,210 | Sold Some | -13 | -0.17 % | $226,538 | $227,764 | $1,226 | 0.54 % | $-2 | | | | | | News Article | History of Jpmorgan Insurance Trust-Jpmorgan Insurance Trust Equity Index Portfolio Ownership Of Southern Co |
| 2009-09-03 | 2009-06-30 | N-CSR | American Century Quantitative Equity Funds Inc-Utilities Fund | Utility | | Sold All | -232,800 | -100 % | |
RSS feed for SO