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Southern Union Co (SUG)

Hypotheticals Contact Info Isins Cusips Symbols Summary Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-18 Country: United StatesIndustry: Gas-Distribution

Transactions: Currently showing holdings/transactions Filed between 2009-08-20 and 2009-11-18
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-19

Hypotheticals
Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 

Contact Information

5444 Westheimer Road,Houston, Tx 77056-5306,,United States
Phone: 713-989-2000 Fax: 713-989-1121 Website: HTTP://WWW.SOUTHERNUNIONCO.COM

ISIN International Securities Identification Number

Unknown

CUSIP Committee on Uniform Securities Identification Procedures

844030106

Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
sugsug sug:us New York Stock Exchange xnys nyseNew YorkUnited States WWW.NYSE.COM

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Owners Summary

Owners: 349Owners Buying: 160Buying Pct.: 45.84 %Owners Netrual: 41Neutral Pct.: 11.74 %Owners Selling: 145Selling Pct.: 41.54 %
Score: 2.99Brand New: 51Increase Existing: 109No Change: 41Sold Some: 86Dumped All: 59No Comparison: 3

Owners Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

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Filed As Of/On Form Name
Fundclass Shares Activity Shares Change
Shares Change Pct. Hypothetical Old Value Hypothetical New Value Hypothetical Value Change
Hypothetical Return Hypothetical Results Director Ten Pct
Other Officer Officer Title History
News Article
   

Holdings/Transactions

FiledAs-Of/OnFormFullnameFund ClassSharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypotheticals Return Hypotheticals Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-182009-09-30 13F-HR/AAdage Capital Partners Gp LlcInstitution 616,100Added More16,1002.68 %$12,673,177$12,315,839$-357,338-2.81 % $-9,338News Article History of Adage Capital Partners Gp Llc Ownership Of Southern Union Co
2009-11-172009-09-30 13F-HR/AAmvescap PlcInstitution 132,002Added More58,00578.38 %$2,729,801$2,638,720$-91,081-3.33 % $-40,023News Article History of Amvescap Plc Ownership Of Southern Union Co
2009-11-172009-09-30 13F-HR/ACredit Suisse First BostonInstitution 224,750Added More18,5128.97 %$4,647,830$4,492,753$-155,078-3.33 % $-12,773News Article History of Credit Suisse First Boston Ownership Of Southern Union Co
2009-11-172009-09-30 13F-HRJanus Capital Management LlcInstitution 24,100Sold Some-151,500-86.27 %$498,388$481,759$-16,629-3.33 % $104,535News Article History of Janus Capital Management Llc Ownership Of Southern Union Co
2009-11-172009-09-30 13F-HRWells Fargo And CoInstitution 213,242Sold Some-3,742-1.72 %$4,409,845$4,262,708$-147,137-3.33 % $2,582News Article History of Wells Fargo And Co Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRAmerican International Group IncInstitution 281,393Sold Some-2,822-0.99 %$5,776,998$5,625,046$-151,952-2.63 % $1,524News Article History of American International Group Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRAqr Capital Management LlcInstitution 50,359Sold Some-13,172-20.73 %$1,033,870$1,006,676$-27,194-2.63 % $7,113News Article History of Aqr Capital Management Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRConcert Wealth Management IncNo Data 4,464No Change00 %$91,646$89,235$-2,411-2.63 % $0News Article History of Concert Wealth Management Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRCroft Leominster IncInstitution Sold All-136,565-100 %-2.63 % $73,745News Article History of Croft Leominster Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRCutter And Co Brokerage IncInstitution 40,425Added More1,3713.51 %$829,925$808,096$-21,830-2.63 % $-740News Article History of Cutter And Co Brokerage Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HREmployees Retirement System Of TexasInstitution 195,000No Change00 %$4,003,350$3,898,050$-105,300-2.63 % $0News Article History of Employees Retirement System Of Texas Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HREos Partners LpInstitution Sold All-60,000-100 %-2.63 % $32,400News Article History of Eos Partners Lp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HREpoch Investment Partners IncInstitution 3,587,552Sold Some-1,509,386-29.61 %$73,652,443$71,715,164$-1,937,278-2.63 % $815,068News Article History of Epoch Investment Partners Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRFifth Third Asset Management IncInstitution 49,979Sold Some-3,037-5.72 %$1,026,069$999,080$-26,989-2.63 % $1,640News Article History of Fifth Third Asset Management Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRFifth Third BancorpInstitution 15,395Added More1,0487.30 %$316,059$307,746$-8,313-2.63 % $-566News Article History of Fifth Third Bancorp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRFmr CorpInstitution 5,214,200Added More2,894,600124.78 %$107,047,526$104,231,858$-2,815,668-2.63 % $-1,563,084News Article History of Fmr Corp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HR/AFuller And Thaler Asset Management IncInstitution 129,350Sold Some-22,400-14.76 %$2,655,556$2,585,707$-69,849-2.63 % $12,096News Article History of Fuller And Thaler Asset Management Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRHahn Capital Management LlcInstitution 296,256No Change00 %$6,082,136$5,922,157$-159,978-2.63 % $0News Article History of Hahn Capital Management Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRHarbinger Capital Partners Master Fund I LtdInstitution Sold All-47,461-100 %-2.63 % $25,629News Article History of Harbinger Capital Partners Master Fund I Ltd Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRHarbinger Capital Partners Special Situations Fund LpInstitution Sold All-1,475,826-100 %-2.63 % $796,946News Article History of Harbinger Capital Partners Special Situations Fund Lp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRIng Groep NvInstitution 114,078Added More96,828561.32 %$2,342,021$2,280,419$-61,602-2.63 % $-52,287News Article History of Ing Groep Nv Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRKensico Capital Management CorpInstitution 6,150,600Added More202,8003.40 %$126,271,818$122,950,494$-3,321,324-2.63 % $-109,512News Article History of Kensico Capital Management Corp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRMackenzie Financial CorpInstitution 12,358New Holding12,358100 %$253,710$247,036$-6,673-2.63 % $-6,673News Article History of Mackenzie Financial Corp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRMadison Square Investors LlcNo Data Sold All-9,833-100 %-2.63 % $5,310News Article History of Madison Square Investors Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRMillennium Management LlcInstitution 101,656New Holding101,656100 %$2,086,998$2,032,103$-54,894-2.63 % $-54,894News Article History of Millennium Management Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRMorgan StanleyInstitution 1,927,506Added More1,222,304173.32 %$39,571,698$38,530,845$-1,040,853-2.63 % $-660,044News Article History of Morgan Stanley Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRNew York State Teachers Retirement SystemInstitution 520,907New Holding520,907100 %$10,694,221$10,412,931$-281,290-2.63 % $-281,290News Article History of New York State Teachers Retirement System Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRNorthern Trust Co Of ConnecticutInstitution Sold All-41,800-100 %-2.63 % $22,572News Article History of Northern Trust Co Of Connecticut Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRNorthern Trust CorpInstitution 768,367Added More15,1662.01 %$15,774,575$15,359,656$-414,918-2.63 % $-8,190News Article History of Northern Trust Corp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HR/AOppenheimer Funds IncInstitution 7,700Sold Some-1,040,542-99.26 %$158,081$153,923$-4,158-2.63 % $561,893News Article History of Oppenheimer Funds Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HROz Management LlcInstitution 1,657,479Sold Some-611,904-26.96 %$34,028,044$33,133,005$-895,039-2.63 % $330,428News Article History of Oz Management Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRRbc Dominion Securities IncInstitution 233Sold Some-153-39.63 %$4,783$4,658$-126-2.63 % $83News Article History of Rbc Dominion Securities Inc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRRedding K G And Associated LlcInstitution 58,560No Change00 %$1,202,237$1,170,614$-31,622-2.63 % $0News Article History of Redding K G And Associated Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRSac Capital Advisors LpNo Data 12,829Added More6295.15 %$263,379$256,452$-6,928-2.63 % $-340News Article History of Sac Capital Advisors Lp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRSandell Asset Management CorpInstitution Sold All-9,504,206-100 %-2.63 % $5,132,271News Article History of Sandell Asset Management Corp Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRSoros Fund Management LlcInstitution 39,400New Holding39,400100 %$808,882$787,606$-21,276-2.63 % $-21,276News Article History of Soros Fund Management Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRState Treasurer State Of MichiganInstitution 78,600Sold Some-1,300-1.62 %$1,613,658$1,571,214$-42,444-2.63 % $702News Article History of State Treasurer State Of Michigan Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRThales Fund Management LlcInstitution Sold All-1,194-100 %-2.63 % $645News Article History of Thales Fund Management Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRTwo Sigma Investments LlcInstitution Sold All-12,829-100 %-2.63 % $6,928News Article History of Two Sigma Investments Llc Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRUs Bancorp DeInstitution 4,464Sold Some-355-7.36 %$91,646$89,235$-2,411-2.63 % $192News Article History of Us Bancorp De Ownership Of Southern Union Co
2009-11-162009-09-30 13F-HRZimmer Lucas Capital LlcInstitution 316,000Sold Some-159,000-33.47 %$6,487,480$6,316,840$-170,640-2.63 % $85,860News Article History of Zimmer Lucas Capital Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRAmeriprise Financial IncInstitution 46,971Sold Some-3,812-7.50 %$947,405$938,950$-8,455-0.89 % $686News Article History of Ameriprise Financial Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRAxaInstitution 388,752Sold Some-2,392,507-86.02 %$7,841,128$7,771,152$-69,975-0.89 % $430,651News Article History of Axa Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRBamco IncInstitution 6,918,003Sold Some-2400.00 %$139,536,121$138,290,880$-1,245,241-0.89 % $43News Article History of Bamco Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRBarclays PlcInstitution 23,696Sold Some-21,842-47.96 %$477,948$473,683$-4,265-0.89 % $3,932News Article History of Barclays Plc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRBatterymarch Financial Management IncInstitution 236,310Added More113,29092.09 %$4,766,373$4,723,837$-42,536-0.89 % $-20,392News Article History of Batterymarch Financial Management Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRBnp Paribas Arbitrage SaInstitution 41,891Added More13,10745.53 %$844,941$837,401$-7,540-0.89 % $-2,359News Article History of Bnp Paribas Arbitrage Sa Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRBrandywine Asset Management LlcInstitution 200,991Added More127,481173.41 %$4,053,988$4,017,810$-36,178-0.89 % $-22,947News Article History of Brandywine Asset Management Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRCapital Fund Management S AInstitution Sold All-313-100 %-0.89 % $56News Article History of Capital Fund Management S A Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRClearbridge Advisors LlcInstitution 1,903,300New Holding1,903,300100 %$38,389,561$38,046,967$-342,594-0.89 % $-342,594News Article History of Clearbridge Advisors Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRDelaware Management Business TrustInstitution 100,200Added More15,20017.88 %$2,021,034$2,002,998$-18,036-0.89 % $-2,736News Article History of Delaware Management Business Trust Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRFbr Capital Markets CorpInsider 199,257Added More14,1007.61 %$4,019,014$3,983,147$-35,866-0.89 % $-2,538News Article History of Fbr Capital Markets Corp Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRFiduciary Asset Management CoInstitution Sold All-12,230-100 %-0.89 % $2,201News Article History of Fiduciary Asset Management Co Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRFirst Mercantile Trust CoInstitution 71,373Added More1,7602.52 %$1,439,593$1,426,746$-12,847-0.89 % $-317News Article History of First Mercantile Trust Co Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRFirst National Bank Of OmahaInstitution 137,750Sold Some-24,710-15.20 %$2,778,418$2,753,623$-24,795-0.89 % $4,448News Article History of First National Bank Of Omaha Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRGartmore Mutual Fund Capital TrustInstitution 6,267Sold Some-313,483-98.04 %$126,405$125,277$-1,128-0.89 % $56,427News Article History of Gartmore Mutual Fund Capital Trust Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRGeode Capital Management LlcInstitution 336,582Added More97,91941.02 %$6,788,859$6,728,274$-60,585-0.89 % $-17,625News Article History of Geode Capital Management Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRGoldman Sachs Group IncInstitution 93,055Sold Some-67,109-41.90 %$1,876,919$1,860,169$-16,750-0.89 % $12,080News Article History of Goldman Sachs Group Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRHbk Investments L PInstitution 19,600Sold Some-20,200-50.75 %$395,332$391,804$-3,528-0.89 % $3,636News Article History of Hbk Investments L P Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRHeartland Advisors IncInstitution 623,490Added More7,9251.28 %$12,575,793$12,463,565$-112,228-0.89 % $-1,427News Article History of Heartland Advisors Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRIronbridge Capital Management LlcInstitution 636,561Sold Some-1,338-0.20 %$12,839,435$12,724,854$-114,581-0.89 % $241News Article History of Ironbridge Capital Management Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRKeybank National AssociationInstitution 919,081Sold Some-112,762-10.92 %$18,537,864$18,372,429$-165,435-0.89 % $20,297News Article History of Keybank National Association Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRLegg Mason Investment Counsel LlcInstitution 735No Change00 %$14,825$14,693$-132-0.89 % $0News Article History of Legg Mason Investment Counsel Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRLoeb Partners CorpInsider 266,687Sold Some-17,554-6.17 %$5,379,077$5,331,073$-48,004-0.89 % $3,160News Article History of Loeb Partners Corp Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRLos Angeles Capital Management And Equity Research IncInstitution 138,633New Holding138,633100 %$2,796,228$2,771,274$-24,954-0.89 % $-24,954News Article History of Los Angeles Capital Management And Equity Research Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRManaged Account Advisors LlcInstitution 127,126Added More91,145253.31 %$2,564,131$2,541,249$-22,883-0.89 % $-16,406News Article History of Managed Account Advisors Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRMartingale Asset Management L PInstitution 349,853Added More303,010646.86 %$7,056,535$6,993,561$-62,974-0.89 % $-54,542News Article History of Martingale Asset Management L P Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRMason Street Advisors LlcInstitution 52,300Sold Some-600-1.13 %$1,054,891$1,045,477$-9,414-0.89 % $108News Article History of Mason Street Advisors Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HR/ANeuberger Berman Group LlcNo Data 1,006,306Sold Some-135,930-11.90 %$20,297,192$20,116,057$-181,135-0.89 % $24,467News Article History of Neuberger Berman Group Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRNew York State Common Retirement FundInstitution 434,150Added More137,75046.47 %$8,756,806$8,678,659$-78,147-0.89 % $-24,795News Article History of New York State Common Retirement Fund Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRNorthwestern Investment Management Co LlcInstitution 15,000Sold Some-465,000-96.87 %$302,550$299,850$-2,700-0.89 % $83,700News Article History of Northwestern Investment Management Co Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRNorthwestern Mutual Wealth Management CoInstitution Sold All-8-100 %-0.89 % $1News Article History of Northwestern Mutual Wealth Management Co Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRPanagora Asset Management IncInstitution 4,006No Change00 %$80,801$80,080$-721-0.89 % $0News Article History of Panagora Asset Management Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRPlante Moran Financial Advisors Ltd PartnershipInstitution 370New Holding370100 %$7,463$7,396$-67-0.89 % $-67News Article History of Plante Moran Financial Advisors Ltd Partnership Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRPrice T Rowe Associates IncInstitution 29,912Added More1,5005.27 %$603,325$597,941$-5,384-0.89 % $-270News Article History of Price T Rowe Associates Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRRbc Dain Rauscher IncInstitution 2,946No Change00 %$59,421$58,891$-530-0.89 % $0News Article History of Rbc Dain Rauscher Inc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRRenaissance Technologies CorpInstitution 91,952Sold Some-451,800-83.08 %$1,854,672$1,838,120$-16,551-0.89 % $81,324News Article History of Renaissance Technologies Corp Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HR/ASarofim FayezInstitution 25,465New Holding25,465100 %$513,629$509,045$-4,584-0.89 % $-4,584News Article History of Sarofim Fayez Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRSei Trust CoInstitution 154,000Added More65,30073.61 %$3,106,180$3,078,460$-27,720-0.89 % $-11,754News Article History of Sei Trust Co Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRSg Americas Securities LlcInstitution 104,978Added More50,63993.19 %$2,117,406$2,098,510$-18,896-0.89 % $-9,115News Article History of Sg Americas Securities Llc Ownership Of Southern Union Co
2009-11-132009-09-30 13F-HRVanguard Group IncInstitution 4,849,433Added More291,2486.38 %$97,813,064$96,940,166$-872,898-0.89 % $-52,425News Article History of Vanguard Group Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRAllianz Global Investors Of America L PInstitution 3,675,739New Holding3,675,739100 %$73,147,206$73,478,023$330,8170.45 % $330,817News Article History of Allianz Global Investors Of America L P Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRAnalytic Investors IncInstitution Sold All-26,022-100 %0.45 % $-2,342News Article History of Analytic Investors Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRAronson And Johnson And Ortiz LpInstitution 1,248,600Added More70,4005.97 %$24,847,140$24,959,514$112,3740.45 % $6,336News Article History of Aronson And Johnson And Ortiz Lp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRBank Of America CorpInstitution 1,113,477Sold Some-32,500-2.83 %$22,158,192$22,258,405$100,2130.45 % $-2,925News Article History of Bank Of America Corp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRBarclays Global Investors Uk Holdings LtdInstitution 6,118,428Sold Some-746,603-10.87 %$121,756,717$122,307,376$550,6590.45 % $-67,194News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRCharles Schwab Trust Company A Division Of Charles Schwab BNo Data Sold All-49,020-100 %0.45 % $-4,412News Article History of Charles Schwab Trust Company A Division Of Charles Schwab B Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRChicago Equity Partners LlcInstitution 49,000Sold Some-400-0.80 %$975,100$979,510$4,4100.45 % $-36News Article History of Chicago Equity Partners Llc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRCredit SuisseInstitution 20,210New Holding20,210100 %$402,179$403,998$1,8190.45 % $1,819News Article History of Credit Suisse Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRDiversified Global Asset Management CorpInstitution 9,640Sold Some-1,170-10.82 %$191,836$192,704$8680.45 % $-105News Article History of Diversified Global Asset Management Corp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRFirst Quadrant L PInstitution 73,300New Holding73,300100 %$1,458,670$1,465,267$6,5970.45 % $6,597News Article History of First Quadrant L P Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRFirst Trust Advisors LpInstitution 72,325Added More51,339244.63 %$1,439,268$1,445,777$6,5090.45 % $4,621News Article History of First Trust Advisors Lp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRGamco Investors Inc Et AlInstitution 1,592,942Sold Some-40,468-2.47 %$31,699,546$31,842,911$143,3650.45 % $-3,642News Article History of Gamco Investors Inc Et Al Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRGlobeflex Capital L PInstitution 30New Holding30100 %$597$600$30.45 % $3News Article History of Globeflex Capital L P Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRHillsdale Investment Management IncInstitution 50,900Added More9,40022.65 %$1,012,910$1,017,491$4,5810.45 % $846News Article History of Hillsdale Investment Management Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HR/AIng Investment Management CoInstitution 211,878Added More193,3281042.19 %$4,216,372$4,235,441$19,0690.45 % $17,400News Article History of Ing Investment Management Co Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRLevin Capital Strategies L PInstitution 31,830Added More4401.40 %$633,417$636,282$2,8650.45 % $40News Article History of Levin Capital Strategies L P Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRLiberty Mutual Insurance CoInstitution 11,480No Change00 %$228,452$229,485$1,0330.45 % $0News Article History of Liberty Mutual Insurance Co Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRLsv Asset ManagementInstitution 5,354,748Added More4,198,113362.95 %$106,559,485$107,041,413$481,9270.45 % $377,830News Article History of Lsv Asset Management Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRManufactureres Life Insurance CoInstitution 33,741New Holding33,741100 %$671,446$674,483$3,0370.45 % $3,037News Article History of Manufactureres Life Insurance Co Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRMerrill Lynch And Co IncInstitution 25,113Sold Some-3,550-12.38 %$499,749$502,009$2,2600.45 % $-320News Article History of Merrill Lynch And Co Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRMfc Global Investment Management Usa LtdInstitution 954,120Added More735,106335.64 %$18,986,988$19,072,859$85,8710.45 % $66,160News Article History of Mfc Global Investment Management Usa Ltd Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRNorris Perne And French LlpInstitution 20,758Sold Some-225-1.07 %$413,084$414,952$1,8680.45 % $-20News Article History of Norris Perne And French Llp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HROshaughnessy Asset Management LlcInstitution Sold All-8,018-100 %0.45 % $-722News Article History of Oshaughnessy Asset Management Llc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRPadco Advisors Ii IncInstitution 31,068Added More20,478193.37 %$618,253$621,049$2,7960.45 % $1,843News Article History of Padco Advisors Ii Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRPadco Advisors IncInstitution 55,477Added More51,4881290.74 %$1,103,992$1,108,985$4,9930.45 % $4,634News Article History of Padco Advisors Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRPalisade Capital Management LlcInstitution 28,435No Change00 %$565,857$568,416$2,5590.45 % $0News Article History of Palisade Capital Management Llc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRPrincipal Financial Group IncInstitution 244,218Added More2,8261.17 %$4,859,938$4,881,918$21,9800.45 % $254News Article History of Principal Financial Group Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HR/AQa3 Financial LlcNo Data 8No Change00 %$159$160$10.45 % $0News Article History of Qa3 Financial Llc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRRockbay Capital Management LpInstitution Sold All-20,300-100 %0.45 % $-1,827News Article History of Rockbay Capital Management Lp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRRoyal Bank Of Scotland Group PlcInstitution 23,649Sold Some-721-2.95 %$470,615$472,744$2,1280.45 % $-65News Article History of Royal Bank Of Scotland Group Plc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRRussell Frank CoInstitution 35,200Sold Some-44,700-55.94 %$700,480$703,648$3,1680.45 % $-4,023News Article History of Russell Frank Co Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRSecurity Management Co LlcInstitution 1,751,165Added More277,27918.81 %$34,848,184$35,005,788$157,6050.45 % $24,955News Article History of Security Management Co Llc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRSovereign Asset Management CorpInstitution 943,358Sold Some-840,244-47.10 %$18,772,824$18,857,726$84,9020.45 % $-75,622News Article History of Sovereign Asset Management Corp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRSuntrust Banks IncInstitution 37,314New Holding37,314100 %$742,549$745,907$3,3580.45 % $3,358News Article History of Suntrust Banks Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRSusquehanna International Group LlpInstitution Sold All-18,758-100 %0.45 % $-1,688News Article History of Susquehanna International Group Llp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRTechnical Financial Services LlcInstitution 89,842Added More4,3065.03 %$1,787,856$1,795,942$8,0860.45 % $388News Article History of Technical Financial Services Llc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRVirginia Retirement Systems Et AlInstitution 52,545No Change00 %$1,045,646$1,050,375$4,7290.45 % $0News Article History of Virginia Retirement Systems Et Al Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRVoyageur Asset Management IncInstitution Sold All-13-100 %0.45 % $-1News Article History of Voyageur Asset Management Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRWestwood Management CorpInstitution 2,468,474Added More144,3156.20 %$49,122,633$49,344,795$222,1630.45 % $12,988News Article History of Westwood Management Corp Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRWorld Asset Management IncInstitution 17,540Added More4,08930.39 %$349,046$350,625$1,5790.45 % $368News Article History of World Asset Management Inc Ownership Of Southern Union Co
2009-11-122009-09-30 13F-HRZacks Investment ManagementInstitution 72,799New Holding72,799100 %$1,448,700$1,455,252$6,5520.45 % $6,552News Article History of Zacks Investment Management Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRAperio Group LlcInstitution 14,024Added More2762.00 %$282,584$280,340$-2,244-0.79 % $-44News Article History of Aperio Group Llc Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRCitigroup IncInstitution 41,835Sold Some-136,192-76.50 %$842,975$836,282$-6,694-0.79 % $21,791News Article History of Citigroup Inc Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRComerica BankInstitution 149,955Added More9,7446.94 %$3,021,593$2,997,600$-23,993-0.79 % $-1,559News Article History of Comerica Bank Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRGw Capital IncInstitution 733,508Added More79,39012.13 %$14,780,186$14,662,825$-117,361-0.79 % $-12,702News Article History of Gw Capital Inc Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRHighbridge Capital Management LlcInstitution 244,285Added More20,7619.28 %$4,922,343$4,883,257$-39,086-0.79 % $-3,322News Article History of Highbridge Capital Management Llc Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRJ P Morgan Chase And CoInstitution 247,710Added More96,05863.34 %$4,991,357$4,951,723$-39,634-0.79 % $-15,369News Article History of J P Morgan Chase And Co Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRKimelman And Baird LlcInstitution 4,099No Change00 %$82,595$81,939$-656-0.79 % $0News Article History of Kimelman And Baird Llc Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRRoyce And Associates LlcInstitution 82,576No Change00 %$1,663,906$1,650,694$-13,212-0.79 % $0News Article History of Royce And Associates Llc Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRSummit Capital Management LlcInstitution Sold All-12,200-100 %-0.79 % $1,952News Article History of Summit Capital Management Llc Ownership Of Southern Union Co
2009-11-102009-09-30 13F-HRUbs AgInstitution 149,234Added More39,45935.94 %$3,007,065$2,983,188$-23,877-0.79 % $-6,313News Article History of Ubs Ag Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRAberdeen Asset Management PlcInstitution Sold All-4,901-100 %-0.54 % $539News Article History of Aberdeen Asset Management Plc Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRBurney CoInstitution 25,565Added More11,47881.47 %$513,857$511,044$-2,812-0.54 % $-1,263News Article History of Burney Co Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRCcm PartnersInstitution 17,485Sold Some-1,715-8.93 %$351,449$349,525$-1,923-0.54 % $189News Article History of Ccm Partners Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRFederated Investors IncInstitution 750,619Added More153,94925.80 %$15,087,442$15,004,874$-82,568-0.54 % $-16,934News Article History of Federated Investors Inc Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRGargoyle Services L L CInstitution 43,307New Holding43,307100 %$870,471$865,707$-4,764-0.54 % $-4,764News Article History of Gargoyle Services L L C Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRGeneral Motors Investment Management CorpInstitution Sold All-49,143-100 %-0.54 % $5,406News Article History of General Motors Investment Management Corp Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRMassachusetts Financial Services CoInstitution 162,350Added More133,190456.75 %$3,263,235$3,245,377$-17,859-0.54 % $-14,651News Article History of Massachusetts Financial Services Co Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRNumeric Investors LlcInstitution 751,970Sold Some-31,500-4.02 %$15,114,597$15,031,880$-82,717-0.54 % $3,465News Article History of Numeric Investors Llc Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRState Of Wisconsin Investment BoardInstitution 105,482Added More9,0209.35 %$2,120,188$2,108,585$-11,603-0.54 % $-992News Article History of State Of Wisconsin Investment Board Ownership Of Southern Union Co
2009-11-092009-09-30 13F-HRVtl Associates LlcInstitution Sold All-189-100 %-0.54 % $21News Article History of Vtl Associates Llc Ownership Of Southern Union Co
2009-11-092009-08-31 N-CSRUndiscovered Managers Funds - Undiscovered Managers Behavioral Value FundSmall-Cap Core 24No Change00 %$482$480$-3-0.54 % $0News Article History of Undiscovered Managers Funds - Undiscovered Managers Behavioral Value Fund Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HR/ABaird Robert W And Co IncInstitution 36,050Added More2,5057.46 %$697,568$720,640$23,0723.30 % $1,603News Article History of Baird Robert W And Co Inc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HREndurance Wealth Management IncNo Data 83,752No Compare$1,620,601$1,674,202$53,6013.30 % News Article History of Endurance Wealth Management Inc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRHartford Investment Management CoInstitution 28,740Sold Some-70-0.24 %$556,119$574,513$18,3943.30 % $-45News Article History of Hartford Investment Management Co Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRMetlife Securities IncInstitution 37No Change00 %$716$740$243.30 % $0News Article History of Metlife Securities Inc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRMetropolitan Life Insurance CoInstitution 63,117Added More7791.24 %$1,221,314$1,261,709$40,3953.30 % $499News Article History of Metropolitan Life Insurance Co Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRPnc Financial Services Group IncInstitution 21,133Sold Some-1,336-5.94 %$408,924$422,449$13,5253.30 % $-855News Article History of Pnc Financial Services Group Inc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRPrivate Management Group IncInstitution 19,793Added More1,5218.32 %$382,995$395,662$12,6683.30 % $973News Article History of Private Management Group Inc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRSchwab Charles Investment Management IncInstitution 77,716Added More10,10014.93 %$1,503,805$1,553,543$49,7383.30 % $6,464News Article History of Schwab Charles Investment Management Inc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRTcw Group IncInstitution Sold All-18,590-100 %3.30 % $-11,898News Article History of Tcw Group Inc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRTeachers Advisors IncInstitution 269,186Added More20,8718.40 %$5,208,749$5,381,028$172,2793.30 % $13,357News Article History of Teachers Advisors Inc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRTiaa Cref Investment Management LlcInstitution 576,226Added More132,48529.85 %$11,149,973$11,518,758$368,7853.30 % $84,790News Article History of Tiaa Cref Investment Management Llc Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRUnionbancal CorpInstitution 63,400No Change00 %$1,226,790$1,267,366$40,5763.30 % $0News Article History of Unionbancal Corp Ownership Of Southern Union Co
2009-11-062009-09-30 13F-HRWestport Resources Management IncInstitution 9,850Sold Some-1,150-10.45 %$190,598$196,902$6,3043.30 % $-736News Article History of Westport Resources Management Inc Ownership Of Southern Union Co
2009-11-052009-09-30 13F-HRFixed Income Securities LpInstitution 74,355Added More8,75413.34 %$1,454,384$1,486,356$31,9732.19 % $3,764News Article History of Fixed Income Securities Lp Ownership Of Southern Union Co
2009-11-052009-09-30 13F-HRNisa Investment Advisors L L CInstitution 61,220Sold Some-12,120-16.52 %$1,197,463$1,223,788$26,3252.19 % $-5,212News Article History of Nisa Investment Advisors L L C Ownership Of Southern Union Co
2009-11-052009-09-30 13F-HRParametric Portfolio AssociatesInstitution 194,654Added More12,6506.95 %$3,807,432$3,891,133$83,7012.19 % $5,440News Article History of Parametric Portfolio Associates Ownership Of Southern Union Co
2009-11-052009-09-30 13F-HRProfund Advisors LlcInstitution 35,615Added More4,40914.12 %$696,629$711,944$15,3142.19 % $1,896News Article History of Profund Advisors Llc Ownership Of Southern Union Co
2009-11-052009-09-30 13F-HRProshare Advisors LlcInstitution 49,022Sold Some-34,507-41.31 %$958,870$979,950$21,0792.19 % $-14,838News Article History of Proshare Advisors Llc Ownership Of Southern Union Co
2009-11-052009-09-30 13F-HRTeacher Retirement System Of TexasInstitution 39,653Sold Some-66,833-62.76 %$775,613$792,663$17,0512.19 % $-28,738News Article History of Teacher Retirement System Of Texas Ownership Of Southern Union Co
2009-11-052009-09-30 13F-HRValue Line IncInstitution 74,550No Change00 %$1,458,198$1,490,255$32,0572.19 % $0News Article History of Value Line Inc Ownership Of Southern Union Co
2009-11-042009-09-30 13F-HRBabson Capital Management LlcInstitution 9,700New Holding9,700100 %$186,822$193,903$7,0813.79 % $7,081News Article History of Babson Capital Management Llc Ownership Of Southern Union Co
2009-11-042009-09-30 13F-HRCurian Capital LlcInstitution 295,136Added More27,16810.13 %$5,684,319$5,899,769$215,4493.79 % $19,833News Article History of Curian Capital Llc Ownership Of Southern Union Co
2009-11-042009-09-30 13F-HRGw Capital Management InccoInstitution 3,479No Change00 %$67,006$69,545$2,5403.79 % $0News Article History of Gw Capital Management Incco Ownership Of Southern Union Co
2009-11-042009-09-30 13F-HRHorizon Asset Management Inc NyInstitution 54,736Added More1,3082.44 %$1,054,215$1,094,173$39,9573.79 % $955News Article History of Horizon Asset Management Inc Ny Ownership Of Southern Union Co
2009-11-042009-09-30 13F-HRMiller Howard Investments IncInstitution 646,795Added More16,5072.61 %$12,457,272$12,929,432$472,1603.79 % $12,050News Article History of Miller Howard Investments Inc Ownership Of Southern Union Co
2009-11-042009-08-31 N-CSRSsga Funds - Ssga Core Edge Equity FundNo Data 2,096New Holding2,096100 %$40,369$41,899$1,5303.79 % $1,530News Article History of Ssga Funds - Ssga Core Edge Equity Fund Ownership Of Southern Union Co
2009-11-042009-08-31 N-CSRSsga Funds - Ssga Disciplined Equity FundSpecialty & Misc 700New Holding700100 %$13,482$13,993$5113.79 % $511News Article History of Ssga Funds - Ssga Disciplined Equity Fund Ownership Of Southern Union Co
2009-11-032009-09-30 13F-HRIxis Asset Management Advisors L PInstitution 11,970Sold Some-2,275-15.97 %$233,056$239,280$6,2242.67 % $-1,183News Article History of Ixis Asset Management Advisors L P Ownership Of Southern Union Co
2009-11-032009-09-30 13F-HRM And T Bank CorpInstitution 200No Change00 %$3,894$3,998$1042.67 % $0News Article History of M And T Bank Corp Ownership Of Southern Union Co
2009-11-032009-09-30 13F-HRPrivate Trust Co NaInstitution Sold All-117-100 %2.67 % $-61News Article History of Private Trust Co Na Ownership Of Southern Union Co
2009-11-032009-09-30 13F-HRPrudential Financial IncInstitution 304,588Added More13,0254.46 %$5,930,328$6,088,714$158,3862.67 % $6,773News Article History of Prudential Financial Inc Ownership Of Southern Union Co
2009-11-032009-09-30 13F-HRTurner Investment Management LlcInstitution Sold All-44,390-100 %2.67 % $-23,083News Article History of Turner Investment Management Llc Ownership Of Southern Union Co
2009-11-032009-09-30 13F-HRTurner Investment Partners IncInstitution Sold All-760,585-100 %2.67 % $-395,504News Article History of Turner Investment Partners Inc Ownership Of Southern Union Co
2009-11-032009-08-31 N-CSRCalifornia Investment Trust - S And P Midcap Index FundMid-Cap Core 17,485Sold Some-1,715-8.93 %$340,433$349,525$9,0922.67 % $-892News Article History of California Investment Trust - S And P Midcap Index Fund Ownership Of Southern Union Co
2009-11-022009-09-30 13F-HRBryn Mawr Trust CoInstitution 750No Change00 %$14,708$14,993$2851.93 % $0News Article History of Bryn Mawr Trust Co Ownership Of Southern Union Co
2009-11-022009-09-30 13F-HRLpl Financial CorpInstitution 11,515New Holding11,515100 %$225,809$230,185$4,3761.93 % $4,376News Article History of Lpl Financial Corp Ownership Of Southern Union Co
2009-11-022009-09-30 13F-HRMitchell Group IncInstitution 331,855Added More9,1002.81 %$6,507,677$6,633,781$126,1051.93 % $3,458News Article History of Mitchell Group Inc Ownership Of Southern Union Co
2009-11-022009-09-30 13F-HRThrivent Financial For LutheransInstitution 148,600Added More123,400489.68 %$2,914,046$2,970,514$56,4681.93 % $46,892News Article History of Thrivent Financial For Lutherans Ownership Of Southern Union Co
2009-10-302009-09-30 13F-HRClinton Group IncInstitution Sold All-14,430-100 %2.14 % $-6,061News Article History of Clinton Group Inc Ownership Of Southern Union Co
2009-10-302009-09-30 13F-HROxford Asset ManagementInstitution 108,320New Holding108,320100 %$2,119,822$2,165,317$45,4942.14 % $45,494News Article History of Oxford Asset Management Ownership Of Southern Union Co
2009-10-302009-09-30 13F-HRRobeco Investment Management IncInstitution 28,195Sold Some-2,528-8.22 %$551,776$563,618$11,8422.14 % $-1,062News Article History of Robeco Investment Management Inc Ownership Of Southern Union Co
2009-10-302009-09-30 13F-HR/ASterneck Capital Management LlcNo Data 28,370No Change00 %$555,201$567,116$11,9152.14 % $0News Article History of Sterneck Capital Management Llc Ownership Of Southern Union Co
2009-10-302009-09-30 13F-HRTexas Permanent School FundInstitution 199,271Sold Some-2,032-1.00 %$3,899,733$3,983,427$83,6942.14 % $-853News Article History of Texas Permanent School Fund Ownership Of Southern Union Co
2009-10-302009-09-30 13F-HRTocqueville Asset Management LpInstitution 865,800New Holding865,800100 %$16,943,706$17,307,342$363,6362.14 % $363,636News Article History of Tocqueville Asset Management Lp Ownership Of Southern Union Co
2009-10-302009-08-31 N-QFidelity Advisor Series I - Mid Cap FundMid-Cap Core 1,657,700Added More675,00068.68 %$32,441,189$33,137,423$696,2342.14 % $283,500News Article History of Fidelity Advisor Series I - Mid Cap Fund Ownership Of Southern Union Co
2009-10-302009-08-31 N-CSRSFidelity Commonwealth Trust Ii - Fidelity Large Cap Value Enhanced Index FundLarge-Cap Value 8,800New Holding8,800100 %$172,216$175,912$3,6962.14 % $3,696News Article History of Fidelity Commonwealth Trust Ii - Fidelity Large Cap Value Enhanced Index Fund Ownership Of Southern Union Co
2009-10-302009-08-31 N-CSRVanguard World Fund - Vanguard Energy Index FundNatural Resources 111,900Added More5,1494.82 %$2,189,883$2,236,881$46,9982.14 % $2,163News Article History of Vanguard World Fund - Vanguard Energy Index Fund Ownership Of Southern Union Co
2009-10-292009-09-30 13F-HRBurnham Asset Management CorpInstitution 9,739New Holding9,739100 %$196,630$194,683$-1,948-0.99 % $-1,948News Article History of Burnham Asset Management Corp Ownership Of Southern Union Co
2009-10-292009-09-30 13F-HRDimensional Fund Advisors IncInstitution 202,318Sold Some-2,600-1.26 %$4,084,800$4,044,337$-40,464-0.99 % $520News Article History of Dimensional Fund Advisors Inc Ownership Of Southern Union Co
2009-10-292009-08-31 N-QEvergreen Equity Trust De - Evergreen Market Index FundSpecialty & Misc Sold All-10,644-100 %-0.99 % $2,129News Article History of Evergreen Equity Trust De - Evergreen Market Index Fund Ownership Of Southern Union Co
2009-10-292009-08-31 N-QEvergreen Equity Trust De - Evergreen Market Index Value FundMulti-Cap Value 10,099Sold Some-436-4.13 %$203,899$201,879$-2,020-0.99 % $87News Article History of Evergreen Equity Trust De - Evergreen Market Index Value Fund Ownership Of Southern Union Co
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust - Cornerstone Strategy FundSpecialty & Misc Sold All-6,400-100 %-0.99 % $1,280News Article History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Southern Union Co
2009-10-292009-08-31 N-QUsaa Mutual Funds Trust - Growth FundMulti-Cap Growth Sold All-1,100-100 %-0.99 % $220News Article History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Southern Union Co
2009-10-282009-09-30 13F-HRChevy Chase Trust Holdings IncNo Data 14,599Sold Some-350-2.34 %$288,184$291,834$3,6501.26 % $-88News Article History of Chevy Chase Trust Holdings Inc Ownership Of Southern Union Co
2009-10-282009-09-30 13F-HRQuotient Investors LlcNo Data Sold All-15,900-100 %1.26 % $-3,975News Article History of Quotient Investors Llc Ownership Of Southern Union Co
2009-10-272009-09-30 13F-HRThomas White International LtdInstitution 10,950New Holding10,950100 %$222,176$218,891$-3,285-1.47 % $-3,285News Article History of Thomas White International Ltd Ownership Of Southern Union Co
2009-10-262009-09-30 13F-HRRay Gerald L And Associates LtdInstitution 22,710Sold Some-6,292-21.69 %$458,061$453,973$-4,088-0.89 % $1,133News Article History of Ray Gerald L And Associates Ltd Ownership Of Southern Union Co
2009-10-262009-09-30 13F-HRRay Gerald L And Associates LtdInstitution 22,710Sold Some-5,803-20.35 %$458,061$453,973$-4,088-0.89 % $1,045News Article History of Ray Gerald L And Associates Ltd Ownership Of Southern Union Co
2009-10-262009-09-30 13F-HRSchroder Investment Management GroupInstitution 81,900Added More13,00018.86 %$1,651,923$1,637,181$-14,742-0.89 % $-2,340News Article History of Schroder Investment Management Group Ownership Of Southern Union Co
2009-10-262009-08-31 N-QClaymore Exchange Traded Fund Trust - Claymoremorningstar Manufacturing Super Sector Index EtfSpecialty & Misc 69No Change00 %$1,392$1,379$-12-0.89 % $0News Article History of Claymore Exchange Traded Fund Trust - Claymoremorningstar Manufacturing Super Sector Index Etf Ownership Of Southern Union Co
2009-10-262009-08-31 N-QIng Series Fund Inc - Ing Balanced FundMixed-Asset Target Allocation Moderate 2,553New Holding2,553100 %$51,494$51,034$-460-0.89 % $-460News Article History of Ing Series Fund Inc - Ing Balanced Fund Ownership Of Southern Union Co
2009-10-262009-08-31 N-QIng Series Fund Inc - Ing Index Plus Midcap FundMid-Cap Core 33,466Added More1660.49 %$675,009$668,985$-6,024-0.89 % $-30News Article History of Ing Series Fund Inc - Ing Index Plus Midcap Fund Ownership Of Southern Union Co
2009-10-262009-06-30 13F-HR/AAmeriprise Financial IncInstitution 50,783Sold Some-108,341-68.08 %$1,024,293$1,015,152$-9,141-0.89 % $19,501News Article History of Ameriprise Financial Inc Ownership Of Southern Union Co
2009-10-232009-09-30 13F-HRValley Forge Capital Advisors IncInstitution 433,320New Holding433,320100 %$8,904,726$8,662,067$-242,659-2.72 % $-242,659News Article History of Valley Forge Capital Advisors Inc Ownership Of Southern Union Co
2009-10-222009-09-30 13F-HRBaker Ellis Asset Management LlcInstitution 27,994Sold Some-700-2.43 %$583,115$559,600$-23,515-4.03 % $588News Article History of Baker Ellis Asset Management Llc Ownership Of Southern Union Co
2009-10-222009-09-30 13F-HRBlackrock Advisors LlcInstitution 134,500Added More26,50024.53 %$2,801,635$2,688,655$-112,980-4.03 % $-22,260News Article History of Blackrock Advisors Llc Ownership Of Southern Union Co
2009-10-222009-09-30 13F-HRBlackrock Group LtdInstitution 144,200Added More105,000267.85 %$3,003,686$2,882,558$-121,128-4.03 % $-88,200News Article History of Blackrock Group Ltd Ownership Of Southern Union Co
2009-10-222009-09-30 13F-HRBlackrock IncNo Data 23,741Sold Some-20,121-45.87 %$494,525$474,583$-19,942-4.03 % $16,902News Article History of Blackrock Inc Ownership Of Southern Union Co
2009-10-222009-09-30 13F-HRBlackrock Investment Management LlcInstitution 1,976,361Added More1,734,919718.56 %$41,167,600$39,507,456$-1,660,143-4.03 % $-1,457,332News Article History of Blackrock Investment Management Llc Ownership Of Southern Union Co
2009-10-222009-09-30 13F-HRFarmers And Merchants Investments IncInstitution 750New Holding750100 %$15,623$14,993$-630-4.03 % $-630News Article History of Farmers And Merchants Investments Inc Ownership Of Southern Union Co
2009-10-222009-09-30 13F-HROakbrook Investments LlcInstitution 13,461Sold Some-314-2.27 %$280,393$269,085$-11,307-4.03 % $264News Article History of Oakbrook Investments Llc Ownership Of Southern Union Co
2009-10-212009-09-30 13F-HRBank Of New York Mellon CorpInstitution 1,523,545Added More3,0260.19 %$31,461,204$30,455,665$-1,005,540-3.19 % $-1,997News Article History of Bank Of New York Mellon Corp Ownership Of Southern Union Co
2009-10-212009-09-30 13F-HRFirstmerit Bank N A TrusteeInstitution 16,802Added More2,36616.38 %$346,961$335,872$-11,089-3.19 % $-1,562News Article History of Firstmerit Bank N A Trustee Ownership Of Southern Union Co
2009-10-212009-09-30 13F-HRState Board Of Administration Of Florida Retirement SystemInstitution 309,818Added More38,95914.38 %$6,397,742$6,193,262$-204,480-3.19 % $-25,713News Article History of State Board Of Administration Of Florida Retirement System Ownership Of Southern Union Co
2009-10-212009-09-30 13F-HRStifel Nicolaus And Co Inc MoInstitution 180,186Added More94,829111.09 %$3,720,841$3,601,918$-118,923-3.19 % $-62,587News Article History of Stifel Nicolaus And Co Inc Mo Ownership Of Southern Union Co
2009-10-212009-09-30 13F-HRTiedemann Trust CoInstitution Sold All-10,050-100 %-3.19 % $6,633News Article History of Tiedemann Trust Co Ownership Of Southern Union Co
2009-10-202009-09-30 13F-HRPublic Employees Retirement Association Of ColoradoInstitution 253,428No Change00 %$5,296,645$5,066,026$-230,619-4.35 % $0News Article History of Public Employees Retirement Association Of Colorado Ownership Of Southern Union Co
2009-10-202009-09-30 13F-HRStoneridge Investment Partners LlcInstitution 34,660New Holding34,660100 %$724,394$692,853$-31,541-4.35 % $-31,541News Article History of Stoneridge Investment Partners Llc Ownership Of Southern Union Co
2009-10-202009-09-30 13F-HRTeachers Retirement System Of The State Of KentuckyInstitution 47,100No Change00 %$984,390$941,529$-42,861-4.35 % $0News Article History of Teachers Retirement System Of The State Of Kentucky Ownership Of Southern Union Co
2009-10-192009-09-30 13F-HR/AEcofin LtdInstitution Sold All-272,100-100 %-6.01 % $348,288News Article History of Ecofin Ltd Ownership Of Southern Union Co
2009-10-192009-09-30 13F-HRStrs OhioInstitution 232,800Sold Some-7,500-3.12 %$4,951,656$4,653,672$-297,984-6.01 % $9,600News Article History of Strs Ohio Ownership Of Southern Union Co
2009-10-162009-09-30 13F-HRCullen Frost Bankers IncInstitution 251,515Sold Some-12,071-4.57 %$5,304,451$5,027,785$-276,667-5.21 % $13,278News Article History of Cullen Frost Bankers Inc Ownership Of Southern Union Co
2009-10-162009-09-30 13F-HRFirst Horizon National CorpInstitution 1,500No Change00 %$31,635$29,985$-1,650-5.21 % $0News Article History of First Horizon National Corp Ownership Of Southern Union Co
2009-10-162009-09-30 13F-HRNational Bank Of Indianapolis CorpInstitution 8,990New Holding8,990100 %$189,599$179,710$-9,889-5.21 % $-9,889News Article History of National Bank Of Indianapolis Corp Ownership Of Southern Union Co
2009-10-152009-09-30 13F-HREvercore Asset Management LlcInstitution Sold All-30,004-100 %-6.32 % $40,505News Article History of Evercore Asset Management Llc Ownership Of Southern Union Co
2009-10-152009-09-30 13F-HRHarris Financial CorpInstitution 10,558New Holding10,558100 %$225,308$211,054$-14,253-6.32 % $-14,253News Article History of Harris Financial Corp Ownership Of Southern Union Co
2009-10-152009-09-30 13F-HRPublic Employees Retirement System Of OhioInstitution 165,826No Change00 %$3,538,727$3,314,862$-223,865-6.32 % $0News Article History of Public Employees Retirement System Of Ohio Ownership Of Southern Union Co
2009-10-152008-06-30 13F-HR/AClarivest Asset Management LlcInstitution 190,300Added More179,2001614.41 %$4,061,002$3,804,097$-256,905-6.32 % $-241,920News Article History of Clarivest Asset Management Llc Ownership Of Southern Union Co
2009-10-142009-09-30 13F-HRAlpha Windward LlcInstitution 11,190Added More10,7992761.89 %$235,885$223,688$-12,197-5.17 % $-11,771News Article History of Alpha Windward Llc Ownership Of Southern Union Co
2009-10-132009-09-30 13F-HRKempner Capital Management IncInstitution 256,325No Change00 %$5,408,458$5,123,937$-284,521-5.26 % $0News Article History of Kempner Capital Management Inc Ownership Of Southern Union Co
2009-10-092009-09-30 13F-HRMeeder Asset Management IncInstitution 25,900Sold Some-1,100-4.07 %$547,526$517,741$-29,785-5.43 % $1,265News Article History of Meeder Asset Management Inc Ownership Of Southern Union Co
2009-10-092009-07-31 N-CSRFirst Trust Exchange-Traded Alphadex Fund - First Trust Utilities Alphadex FundUtility 17,169Sold Some-29,990-63.59 %$362,953$343,208$-19,744-5.43 % $34,489News Article History of First Trust Exchange-Traded Alphadex Fund - First Trust Utilities Alphadex Fund Ownership Of Southern Union Co
2009-10-082009-09-30 13F-HRRhumbline AdvisersInstitution 188,552Sold Some-2,250-1.17 %$3,914,340$3,769,154$-145,185-3.70 % $1,733News Article History of Rhumbline Advisers Ownership Of Southern Union Co
2009-10-072009-07-31 N-CSRFidelity Advisor Series Vii - Fidelity Advisor Utilities FundUtility Sold All-78,811-100 %-3.38 % $55,168News Article History of Fidelity Advisor Series Vii - Fidelity Advisor Utilities Fund Ownership Of Southern Union Co
2009-10-072009-07-31 N-CSRProfunds - Bull ProfundLarge-Cap Core 10,318Sold Some-23,962-69.90 %$213,479$206,257$-7,223-3.38 % $16,773News Article History of Profunds - Bull Profund Ownership Of Southern Union Co
2009-10-072009-07-31 N-CSRProfunds - Telecommunications Ultrasector ProfundTelecommunication Sold All-3,654-100 %-3.38 % $2,558News Article History of Profunds - Telecommunications Ultrasector Profund Ownership Of Southern Union Co
2009-10-022009-07-31 N-CSRUsaa Mutual Funds Trust - Growth FundMulti-Cap Growth 1,100New Holding1,100100 %$22,000$21,989$-11-0.05 % $-11News Article History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Southern Union Co
2009-09-292009-07-31 N-QAmerican Beacon Funds - American Beacon Small Cap Value FundSmall-Cap Value 60,000New Holding60,000100 %$1,261,200$1,199,400$-61,800-4.90 % $-61,800News Article History of American Beacon Funds - American Beacon Small Cap Value Fund Ownership Of Southern Union Co
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - International Core Equity PortfolioInternational Small-Mid-Cap Value 144,372Added More1,0000.69 %$3,034,699$2,885,996$-148,703-4.90 % $-1,030News Article History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Southern Union Co
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - International Vector Equity PortfolioNo Data 12,700No Change00 %$266,954$253,873$-13,081-4.90 % $0News Article History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Southern Union Co
2009-09-292009-07-31 N-QDfa Investment Dimensions Group Inc - Us Sustainability Core 1 PortfolioNo Data Sold All-2,100-100 %-4.90 % $2,163News Article History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Southern Union Co
2009-09-292009-07-31 N-QEclipse Funds Inc - Mainstay All Cap Growth FundMulti-Cap Growth 205,200New Holding205,200100 %$4,313,304$4,101,948$-211,356-4.90 % $-211,356News Article History of Eclipse Funds Inc - Mainstay All Cap Growth Fund Ownership Of Southern Union Co
2009-09-292009-07-31 N-QFidelity Beacon Street Trust - Fidelity Tax Managed Stock FundSpecialty & Misc 120,000New Holding120,000100 %$2,522,400$2,398,800$-123,600-4.90 % $-123,600News Article History of Fidelity Beacon Street Trust - Fidelity Tax Managed Stock Fund Ownership Of Southern Union Co
2009-09-292009-07-31 N-QHancock John Investment Trust Ma - Balanced FundFlexible Portfolio 192,020Sold Some-191,071-49.87 %$4,036,260$3,838,480$-197,781-4.90 % $196,803News Article History of Hancock John Investment Trust Ma - Balanced Fund Ownership Of Southern Union Co
2009-09-292009-07-31 N-QIshares Trust - Ishares Morningstar Mid Value Index FundMid-Cap Value 12,743Added More1641.30 %$267,858$254,733$-13,125-4.90 % $-169News Article History of Ishares Trust - Ishares Morningstar Mid Value Index Fund Ownership Of Southern Union Co
2009-09-292009-07-31 N-QJnl Investors Series Trust - Jackson Perspective Index 5 FundSpecialty & Misc 1,326No Change00 %$27,873$26,507$-1,366-4.90 % $0News Article History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Southern Union Co
2009-09-292009-07-31 N-QRussell Investment Co - Quantitative Equity FundMulti-Cap Core Sold All-12,200-100 %-4.90 % $12,566News Article History of Russell Investment Co - Quantitative Equity Fund Ownership Of Southern Union Co
2009-09-282009-07-31 N-QFbr Funds - Fbr Gas Utility Index FundUtility 195,157Added More10,0005.40 %$4,035,847$3,901,188$-134,658-3.33 % $-6,900News Article History of Fbr Funds - Fbr Gas Utility Index Fund Ownership Of Southern Union Co
2009-09-282009-07-31 N-QMassmutual Premier Funds - Massmutual Premier Discovery Value FundMulti-Cap Value 12,447Sold Some-16,610-57.16 %$257,404$248,816$-8,588-3.33 % $11,461News Article History of Massmutual Premier Funds - Massmutual Premier Discovery Value Fund Ownership Of Southern Union Co
2009-09-282009-07-31 N-QMassmutual Premier Funds - Massmutual Premier Enhanced Index Value FundMulti-Cap Value 8,700Added More4,700117.50 %$179,916$173,913$-6,003-3.33 % $-3,243News Article History of Massmutual Premier Funds - Massmutual Premier Enhanced Index Value Fund Ownership Of Southern Union Co
2009-09-282009-07-31 N-QOld Westbury Funds Inc - International FundInternational Multi-Cap Core 1,300No Change00 %$26,884$25,987$-897-3.33 % $0News Article History of Old Westbury Funds Inc - International Fund Ownership Of Southern Union Co
2009-09-282009-07-31 N-QOppenheimer Quest Capital Value Fund Inc - Oppenheimer Quest Capital Value Fund IncMulti-Cap Value Sold All-151,250-100 %-3.33 % $104,363News Article History of Oppenheimer Quest Capital Value Fund Inc - Oppenheimer Quest Capital Value Fund Inc Ownership Of Southern Union Co
2009-09-282009-07-31 N-QSchwab Capital Trust - Schwab Fundamental Us Large Company Index FundLarge-Cap Core 4,780Sold Some-10,470-68.65 %$98,850$95,552$-3,298-3.33 % $7,224News Article History of Schwab Capital Trust - Schwab Fundamental Us Large Company Index Fund Ownership Of Southern Union Co
2009-09-282009-07-31 N-QVictory Portfolios - Victory Special Value FundMid-Cap Value 792,599Sold Some-7,600-0.94 %$16,390,947$15,844,054$-546,893-3.33 % $5,244News Article History of Victory Portfolios - Victory Special Value Fund Ownership Of Southern Union Co
2009-09-282009-06-30 13F-HR/ABridgewater Investment Management LlcInstitution Sold All-281-100 %-3.33 % $194News Article History of Bridgewater Investment Management Llc Ownership Of Southern Union Co
2009-09-252009-07-31 N-QMfs Series Trust Xii - Mfs Sector Rotational FundSpecialty & Misc 183,100New Holding183,100100 %$3,698,620$3,660,169$-38,451-1.03 % $-38,451News Article History of Mfs Series Trust Xii - Mfs Sector Rotational Fund Ownership Of Southern Union Co
2009-09-252009-06-30 13F-HR/AKbc Group NvInstitution Sold All-1,770-100 %-1.03 % $372News Article History of Kbc Group Nv Ownership Of Southern Union Co
2009-09-252009-05-31 N-CSR/AProshares Trust - Ultra Utilities ProsharesUtility Sold All-6,393-100 %-1.03 % $1,343News Article History of Proshares Trust - Ultra Utilities Proshares Ownership Of Southern Union Co
2009-09-242009-07-31 N-QNationwide Mutual Funds - Nationwide Mid Cap Market Index FundMid-Cap Core Sold All-109,000-100 %-1.28 % $28,340News Article History of Nationwide Mutual Funds - Nationwide Mid Cap Market Index Fund Ownership Of Southern Union Co
2009-09-172009-07-31 N-QRydex Etf Trust - S And P Midcap 400 Pure Value EtfMid-Cap Value 4,511New Holding4,511100 %$95,588$90,175$-5,413-5.66 % $-5,413News Article History of Rydex Etf Trust - S And P Midcap 400 Pure Value Etf Ownership Of Southern Union Co
2009-09-172009-06-30 13F-HR/ADelaware Management Business TrustInstitution 85,000Added More5,1006.38 %$1,801,150$1,699,150$-102,000-5.66 % $-6,120News Article History of Delaware Management Business Trust Ownership Of Southern Union Co
2009-09-152009-03-31 13F-HR/AHighbridge Capital Management LlcInstitution 228,977Sold Some-271,278-54.22 %$4,794,778$4,577,250$-217,528-4.53 % $257,714News Article History of Highbridge Capital Management Llc Ownership Of Southern Union Co
2009-09-112009-06-30 13F-HR/ABarclays Global Investors Uk Holdings LtdInstitution 6,865,031Added More111,9891.65 %$141,968,841$137,231,970$-4,736,871-3.33 % $-77,272News Article History of Barclays Global Investors Uk Holdings Ltd Ownership Of Southern Union Co
2009-09-102009-06-30 N-CSRSNorthern Lights Variable Trust - Jnf Balanced PortfolioFlexible Portfolio 2,800New Holding2,800100 %$56,392$55,972$-420-0.74 % $-420News Article History of Northern Lights Variable Trust - Jnf Balanced Portfolio Ownership Of Southern Union Co
2009-09-092009-06-30 N-CSRSValue Line Premier Growth Fund Inc - Value Line Premier Growth Fund IncLarge-Cap Growth 33,600No Change00 %$659,568$671,664$12,0961.83 % $0News Article History of Value Line Premier Growth Fund Inc - Value Line Premier Growth Fund Inc Ownership Of Southern Union Co
2009-09-092009-06-30 N-CSRSValue Line Strategic Asset Management Trust - Value Line Strategic Asset Management TrustMulti-Cap Value 40,950No Change00 %$803,849$818,591$14,7421.83 % $0News Article History of Value Line Strategic Asset Management Trust - Value Line Strategic Asset Management Trust Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSAllianz Variable Insurance Products Trust - Azl Mid Cap Index FundNo Data 4,697No Compare$92,437$93,893$1,4561.57 % News Article History of Allianz Variable Insurance Products Trust - Azl Mid Cap Index Fund Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSMorgan Stanley Select Dimensions Investment Series - Utilities PortfolioUtility 2,400Added More2009.09 %$47,232$47,976$7441.57 % $62News Article History of Morgan Stanley Select Dimensions Investment Series - Utilities Portfolio Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSMorgan Stanley Utilities Fund - NoneSpecialty & Misc Sold All-26,238-100 %1.57 % $-8,134News Article History of Morgan Stanley Utilities Fund - None Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSMorgan Stanley Variable Investment Series - Information PortfolioSpecialty & Misc Sold All-5,100-100 %1.57 % $-1,581News Article History of Morgan Stanley Variable Investment Series - Information Portfolio Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRRevenueshares Etf Trust - Revenueshares Mid Cap FundMid-Cap Core 5,263Added More2,62699.58 %$103,576$105,207$1,6321.57 % $814News Article History of Revenueshares Etf Trust - Revenueshares Mid Cap Fund Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSRydex Series Funds - Banking FundFinancial Services 3,989Sold Some-115-2.80 %$78,504$79,740$1,2371.57 % $-36News Article History of Rydex Series Funds - Banking Fund Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSRydex Variable Trust - Biotechnology FundHealth/Biotech 4,900Added More2204.70 %$96,432$97,951$1,5191.57 % $68News Article History of Rydex Variable Trust - Biotechnology Fund Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSSummit Mutual Funds Inc - Zenith PortfolioSpecialty & Misc 15,292No Change00 %$300,947$305,687$4,7411.57 % $0News Article History of Summit Mutual Funds Inc - Zenith Portfolio Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSTouchstone Variable Series Trust - Balanced FundFlexible Portfolio Sold All-14,000-100 %1.57 % $-4,340News Article History of Touchstone Variable Series Trust - Balanced Fund Ownership Of Southern Union Co
2009-09-082009-06-30 N-CSRSTouchstone Variable Series Trust - Moderate Etf FundSpecialty & Misc 14,000Added More5,18058.73 %$275,520$279,860$4,3401.57 % $1,606News Article History of Touchstone Variable Series Trust - Moderate Etf Fund Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRSAxa Premier Vip Trust - Multimanager Small Cap Value PortfolioSmall-Cap Value 57,920Added More14,52033.45 %$1,123,069$1,157,821$34,7523.09 % $8,712News Article History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRSEq Advisors Trust - Eqalliancebernstein Value PortfolioMulti-Cap Value 159,419Sold Some-82,213-34.02 %$3,091,134$3,186,786$95,6513.09 % $-49,328News Article History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRSEq Advisors Trust - Eqbond Index PortfolioSpecialty & Misc 257,400Added More51,60025.07 %$4,990,986$5,145,426$154,4403.09 % $30,960News Article History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRFrontegra Funds Inc - Frontegra Ironbridge Small Cap FundSmall-Cap Core Sold All-157,441-100 %3.09 % $-94,465News Article History of Frontegra Funds Inc - Frontegra Ironbridge Small Cap Fund Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRS/AMetropolitan Series Fund Inc - Blackrock Large Cap Value PortfolioLarge-Cap Value 70,000New Holding70,000100 %$1,357,300$1,399,300$42,0003.09 % $42,000News Article History of Metropolitan Series Fund Inc - Blackrock Large Cap Value Portfolio Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRSProfunds - Bull ProfundLarge-Cap Core 34,280Added More23,824227.85 %$664,689$685,257$20,5683.09 % $14,294News Article History of Profunds - Bull Profund Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRSProfunds - Profund Vp InternetGlobal Flex Port Sold All-7,266-100 %3.09 % $-4,360News Article History of Profunds - Profund Vp Internet Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRSSun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap FundSmall-Cap Core 110New Holding110100 %$2,133$2,199$663.09 % $66News Article History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Southern Union Co
2009-09-042009-06-30 N-CSRSVanguard Institutional Index Funds - Vanguard Institutional Index FundSpecialty & Misc 101,124Sold Some-1,300-1.26 %$1,960,794$2,021,469$60,6743.09 % $-780News Article History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSFlex Funds - The Total Return Utilities FundUtility 27,000No Change00 %$522,720$539,730$17,0103.25 % $0News Article History of Flex Funds - The Total Return Utilities Fund Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSIng Partners Inc - Ing Baron Asset PortfolioSpecialty & Misc 6,500No Change00 %$125,840$129,935$4,0953.25 % $0News Article History of Ing Partners Inc - Ing Baron Asset Portfolio Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSIng Partners Inc - Ing Baron Small Cap Growth PortfolioSmall-Cap Growth 400,000No Change00 %$7,744,000$7,996,000$252,0003.25 % $0News Article History of Ing Partners Inc - Ing Baron Small Cap Growth Portfolio Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSIng Variable Portfolios Inc - Ing International Index PortfolioNo Data 15,950New Holding15,950100 %$308,792$318,841$10,0493.25 % $10,049News Article History of Ing Variable Portfolios Inc - Ing International Index Portfolio Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSIng Variable Portfolios Inc - Ing Vp Index Plus Midcap PortfolioMid-Cap Core Sold All-133,200-100 %3.25 % $-83,916News Article History of Ing Variable Portfolios Inc - Ing Vp Index Plus Midcap Portfolio Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSIng Vp Balanced Portfolio Inc - Ing Vp Balanced PortfolioFlexible Portfolio Sold All-13,000-100 %3.25 % $-8,190News Article History of Ing Vp Balanced Portfolio Inc - Ing Vp Balanced Portfolio Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSJnl Variable Fund Llc - Jnlmcm Oil Gas Sector FundNo Data 41Added More23127.77 %$794$820$263.25 % $14News Article History of Jnl Variable Fund Llc - Jnlmcm Oil Gas Sector Fund Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSMml Series Investment Fund Ii - Mml Small Cap Equity FundSmall-Cap Core 100New Holding100100 %$1,936$1,999$633.25 % $63News Article History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSNorthwestern Mutual Series Fund Inc - Index 400 Stock PortfolioNo Data Sold All-53,300-100 %3.25 % $-33,579News Article History of Northwestern Mutual Series Fund Inc - Index 400 Stock Portfolio Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRSPacific Select Fund - Pd Large-Cap Value Index PortfolioNo Data 337No Compare$6,524$6,737$2123.25 % News Article History of Pacific Select Fund - Pd Large-Cap Value Index Portfolio Ownership Of Southern Union Co
2009-09-032009-06-30 N-CSRStreettracks Series Trust - Spdr Dividend EtfSpecialty & Misc 38,787Added More31,660444.22 %$750,916$775,352$24,4363.25 % $19,946News Article History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Southern Union Co
2009-09-012009-06-30 13F-HR/AAmvescap PlcInstitution 73,997Sold Some-13,973-15.88 %$1,428,142$1,479,200$51,0583.57 % $-9,641News Article History of Amvescap Plc Ownership Of Southern Union Co
2009-09-012009-06-30 13F-HR/AFmr CorpInstitution 2,319,600Sold Some-589,200-20.25 %$44,768,280$46,368,804$1,600,5243.57 % $-406,548News Article History of Fmr Corp Ownership Of Southern Union Co
2009-08-312009-06-30 N-QFidelity Central Investment Portfolios Llc - Fidelity UtilitiesUtility Sold All-149,800-100 %0.75 % $-22,470News Article History of Fidelity Central Investment Portfolios Llc - Fidelity Utilities Ownership Of Southern Union Co
2009-08-312009-06-30 N-QNorthern Lights Fund Trust - Biondo FundHealth/Biotech Sold All-6,800-100 %0.75 % $-1,020News Article History of Northern Lights Fund Trust - Biondo Fund Ownership Of Southern Union Co
2009-08-312009-06-30 N-CSRSTiaa Cref Life Fund - Bond FundSpecialty & Misc 194Sold Some-8-3.96 %$3,849$3,878$290.75 % $-1News Article History of Tiaa Cref Life Fund - Bond Fund Ownership Of Southern Union Co
2009-08-312009-06-30 N-CSRSTiaa Cref Life Fund - Stock Index FundSpecialty & Misc 1,278Added More604.92 %$25,356$25,547$1920.75 % $9News Article History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Southern Union Co
2009-08-312009-06-30 N-QWisdomtree Trust - Wisdomtree Diefa FundSpecialty & Misc 1,961Added More92889.83 %$38,906$39,200$2940.75 % $139News Article History of Wisdomtree Trust - Wisdomtree Diefa Fund Ownership Of Southern Union Co
2009-08-312009-06-30 N-QWisdomtree Trust - Wisdomtree Midcap Dividend FundMid-Cap Core 19,060Added More2,20513.08 %$378,150$381,009$2,8590.75 % $331News Article History of Wisdomtree Trust - Wisdomtree Midcap Dividend Fund Ownership Of Southern Union Co
2009-08-312009-06-30 N-QWisdomtree Trust - Wisdomtree Midcap Earnings FundMid-Cap Core 3,211No Change00 %$63,706$64,188$4820.75 % $0News Article History of Wisdomtree Trust - Wisdomtree Midcap Earnings Fund Ownership Of Southern Union Co
2009-08-312009-06-30 N-QWisdomtree Trust - Wisdomtree Total Dividend FundSpecialty & Misc 2,513Added More1235.14 %$49,858$50,235$3770.75 % $18News Article History of Wisdomtree Trust - Wisdomtree Total Dividend Fund Ownership Of Southern Union Co
2009-08-312009-06-30 N-QWisdomtree Trust - Wisdomtree Total Earnings FundSpecialty & Misc 394Added More318.53 %$7,817$7,876$590.75 % $5News Article History of Wisdomtree Trust - Wisdomtree Total Earnings Fund Ownership Of Southern Union Co
2009-08-282009-06-30 N-QCalvert Social Index Series Inc - Calvert Social Index FundMulti-Cap Core 1,717Added More915.59 %$34,443$34,323$-120-0.34 % $-6News Article History of Calvert Social Index Series Inc - Calvert Social Index Fund Ownership Of Southern Union Co
2009-08-282009-06-30 N-QCalvert Social Investment Fund - Equity PortfolioMulti-Cap Core 33,150Added More15,15084.16 %$664,989$662,669$-2,321-0.34 % $-1,061News Article History of Calvert Social Investment Fund - Equity Portfolio Ownership Of Southern Union Co
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 1000 Index FundSpecialty & Misc 54,762Sold Some-434-0.78 %$1,098,526$1,094,692$-3,833-0.34 % $30News Article History of Ishares Trust - Ishares Russell 1000 Index Fund Ownership Of Southern Union Co
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 1000 Value Index FundMulti-Cap Value 176,743Sold Some-10,789-5.75 %$3,545,465$3,533,093$-12,372-0.34 % $755News Article History of Ishares Trust - Ishares Russell 1000 Value Index Fund Ownership Of Southern Union Co
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 3000 Index FundSpecialty & Misc 30,783Added More1,8006.21 %$617,507$615,352$-2,155-0.34 % $-126News Article History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Southern Union Co
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell 3000 Value Index FundMulti-Cap Value 7,658Added More2222.98 %$153,619$153,083$-536-0.34 % $-16News Article History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Southern Union Co
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell Midcap Index FundMid-Cap Core 167,427Sold Some-14,456-7.94 %$3,358,586$3,346,866$-11,720-0.34 % $1,012News Article History of Ishares Trust - Ishares Russell Midcap Index Fund Ownership Of Southern Union Co
2009-08-282009-06-30 N-QIshares Trust - Ishares Russell Midcap Value Index FundMid-Cap Value 189,551Sold Some-9,334-4.69 %$3,802,393$3,789,124$-13,269-0.34 % $653News Article History of Ishares Trust - Ishares Russell Midcap Value Index Fund Ownership Of Southern Union Co
2009-08-282009-06-30 N-QSeasons Series Trust - Mid Cap Value PortfolioMid-Cap Value 3,315New Holding3,315100 %$66,499$66,267$-232-0.34 % $-232News Article History of Seasons Series Trust - Mid Cap Value Portfolio Ownership Of Southern Union Co
2009-08-282009-06-30 13F-HR/AWells Fargo And CoInstitution 216,984Added More13,0286.38 %$4,352,699$4,337,510$-15,189-0.34 % $-912News Article History of Wells Fargo And Co Ownership Of Southern Union Co
2009-08-282008-06-30 N-QVanguard Horizon Funds - Vanguard Strategic Equity FundSpecialty & Misc 59,000Sold Some-110,600-65.21 %$1,183,540$1,179,410$-4,130-0.34 % $7,742News Article History of Vanguard Horizon Funds - Vanguard Strategic Equity Fund Ownership Of Southern Union Co
2009-08-282008-06-30 N-QVanguard Horizon Funds - Vanguard Strategic Small-Cap Equity FundSmall-Cap Core Sold All-35,600-100 %-0.34 % $2,492News Article History of Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund Ownership Of Southern Union Co
2009-08-282008-06-30 N-QVanguard Malvern Funds - Vanguard Capital Value FundMulti-Cap Value 68,100New Holding68,100100 %$1,366,086$1,361,319$-4,767-0.34 % $-4,767News Article History of Vanguard Malvern Funds - Vanguard Capital Value Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-QDws Investment Trust - Dws Small Cap Core FundSmall-Cap Core 34,600New Holding34,600100 %$697,536$691,654$-5,882-0.84 % $-5,882News Article History of Dws Investment Trust - Dws Small Cap Core Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-QMgi Funds - Mgi Us Large Cap Value Equity FundLarge-Cap Value 46,200New Holding46,200100 %$931,392$923,538$-7,854-0.84 % $-7,854News Article History of Mgi Funds - Mgi Us Large Cap Value Equity Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-QTiaa Cref Institutional Mutual Funds - Bond FundSpecialty & Misc 214,503Sold Some-34-0.01 %$4,324,380$4,287,915$-36,466-0.84 % $6News Article History of Tiaa Cref Institutional Mutual Funds - Bond Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-QTiaa Cref Institutional Mutual Funds - Enhanced Large-Cap Value Index FundNo Data 10No Change00 %$202$200$-2-0.84 % $0News Article History of Tiaa Cref Institutional Mutual Funds - Enhanced Large-Cap Value Index Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-QTiaa Cref Institutional Mutual Funds - Equity Index FundSpecialty & Misc 10,296Sold Some-19,435-65.36 %$207,567$205,817$-1,750-0.84 % $3,304News Article History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard 500 Index FundS&P 500 Index Sold All-2,115,797-100 %-0.84 % $359,685News Article History of Vanguard Index Funds - Vanguard 500 Index Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Extended Market Index FundMid-Cap Core 754,632Added More27,5973.79 %$15,213,381$15,085,094$-128,287-0.84 % $-4,691News Article History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Total Stock Market Index FundMulti-Cap Core 1,038,083Added More32,6103.24 %$20,927,753$20,751,279$-176,474-0.84 % $-5,544News Article History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Southern Union Co
2009-08-272009-06-30 N-CSRSVanguard Index Funds - Vanguard Value Index FundLarge-Cap Value 883,976New Holding883,976100 %$17,820,956$17,670,680$-150,276-0.84 % $-150,276News Article History of Vanguard Index Funds - Vanguard Value Index Fund Ownership Of Southern Union Co
2009-08-272008-06-30 N-CSRSVanguard Balanced Index Funds - Vanguard Balanced Index FundMixed-Asset Target Allocation Growth 40,997Added More1,0002.50 %$826,500$819,530$-6,969-0.84 % $-170News Article History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Southern Union Co
2009-08-272008-06-30 N-CSRSVanguard Balanced Index Funds - Vanguard Balanced Index FundMixed-Asset Target Allocation Growth 52,797Added More12,80032.00 %$1,064,388$1,055,412$-8,975-0.84 % $-2,176News Article History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Southern Union Co
2009-08-262009-06-30 N-QAlpha Select Funds - Touchstone Premium Yield Equity FundNo Data 34,650Added More4,38014.46 %$714,483$692,654$-21,830-3.05 % $-2,759News Article History of Alpha Select Funds - Touchstone Premium Yield Equity Fund Ownership Of Southern Union Co
2009-08-262009-06-30 N-QTouchstone Funds Group Trust - Touchstone Small Cap FundSmall-Cap Core Sold All-52,170-100 %-3.05 % $32,867News Article History of Touchstone Funds Group Trust - Touchstone Small Cap Fund Ownership Of Southern Union Co
2009-08-262009-06-30 N-QVanguard Quantitative Funds - Vanguard Structured Broad MarketMulti-Cap Core 3,700No Change00 %$76,294$73,963$-2,331-3.05 % $0News Article History of Vanguard Quantitative Funds - Vanguard Structured Broad Market Ownership Of Southern Union Co
2009-08-252009-06-30 N-QLaudus Trust - Laudus Rosenberg International Discovery FundGlobal Flex Port Sold All-189,430-100 %-4.17 % $164,804News Article History of Laudus Trust - Laudus Rosenberg International Discovery Fund Ownership Of Southern Union Co
2009-08-242009-06-30 N-QIng Series Fund Inc - Ing Balanced FundMixed-Asset Target Allocation Moderate Sold All-2,700-100 %-5.26 % $2,997News Article History of Ing Series Fund Inc - Ing Balanced Fund Ownership Of Southern Union Co
2009-08-242009-06-30 13F-HRMitchell Group IncInstitution 322,755Sold Some-8,650-2.61 %$6,810,131$6,451,872$-358,258-5.26 % $9,602News Article History of Mitchell Group Inc Ownership Of Southern Union Co
2009-08-242009-06-30 N-CSRSOppenheimer Variable Account Funds - Oppenheimer Main Street FundvaSpecialty & Misc 600New Holding600100 %$12,660$11,994$-666-5.26 % $-666News Article History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Southern Union Co
2009-08-212009-06-30 N-QFirst Focus Funds Inc - BalancedFlexible Portfolio 15,000No Change00 %$312,750$299,850$-12,900-4.12 % $0News Article History of First Focus Funds Inc - Balanced Ownership Of Southern Union Co
2009-08-212009-06-30 N-QFirst Focus Funds Inc - Growth OpportunitiesMulti-Cap Growth 60,000No Change00 %$1,251,000$1,199,400$-51,600-4.12 % $0News Article History of First Focus Funds Inc - Growth Opportunities Ownership Of Southern Union Co
2009-08-212009-06-30 N-CSROppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap FundSmall-Cap Core 2,340New Holding2,340100 %$48,789$46,777$-2,012-4.12 % $-2,012News Article History of Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund Ownership Of Southern Union Co
2009-08-212009-06-30 13F-HR/ASac Capital Advisors LpNo Data 12,200New Holding12,200100 %$254,370$243,878$-10,492-4.12 % $-10,492News Article History of Sac Capital Advisors Lp Ownership Of Southern Union Co
2009-08-212009-06-30 N-CSRSVariable Insurance Products Fund Iv - Utilities PortfolioUtility Sold All-38,800-100 %-4.12 % $33,368News Article History of Variable Insurance Products Fund Iv - Utilities Portfolio Ownership Of Southern Union Co
2009-08-212009-03-31 13F-HR/AFirst Mercantile Trust CoInstitution 1,003,195Added More143,68916.71 %$20,916,616$20,053,868$-862,748-4.12 % $-123,573News Article History of First Mercantile Trust Co Ownership Of Southern Union Co
2009-08-212008-12-31 13F-HR/AFirst Mercantile Trust CoInstitution 859,506New Holding859,506100 %$17,920,700$17,181,525$-739,175-4.12 % $-739,175News Article History of First Mercantile Trust Co Ownership Of Southern Union Co
2009-08-202009-06-30 N-CSRSHeartland Group Inc - Heartland Value FundSmall-Cap Core 344,900Sold Some-95,100-21.61 %$7,067,001$6,894,551$-172,450-2.44 % $47,550News Article History of Heartland Group Inc - Heartland Value Fund Ownership Of Southern Union Co
Returned 349 Records!
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