Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / PREFERRED STK
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
9,792
-
Shares change
-
+1,400
-
Total reported value, excl. options
-
$258,000
-
Value change
-
+$39,909
-
Number of buys
-
1
-
Number of sells
-
-2
-
Price
-
$26.36
Significant Holders of SOUTHERN CO - PREFERRED STK (SOJD) as of Q3 2020
4 filings reported holding SOJD - SOUTHERN CO - PREFERRED STK as of Q3 2020.
SOUTHERN CO - PREFERRED STK (SOJD) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,792 shares
.
Largest 4 shareholders include CARY STREET PARTNERS INVESTMENT ADVISORY LLC (6,400 shares), Edge Wealth Management LLC (3,300 shares), SONORA INVESTMENT MANAGEMENT, LLC (92 shares), and Filbrandt Wealth Management, LLC (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.