Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / PFD
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
6,108
-
Shares change
-
-1,500
-
Total reported value, excl. options
-
$161,000
-
Value change
-
-$40,000
-
Number of sells
-
-1
-
Price
-
$25.93
Significant Holders of SOUTHERN CO - PFD (SOJD) as of Q3 2021
4 filings reported holding SOJD - SOUTHERN CO - PFD as of Q3 2021.
SOUTHERN CO - PFD (SOJD) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,108 shares
.
Largest 4 shareholders include Edge Wealth Management LLC (5,285 shares), Sierra Capital LLC (617 shares), PNC Financial Services Group, Inc. (206 shares), and Tower View Investment Management & Research 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.