Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / PFD
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
354,897
-
Shares change
-
+348,789
-
Total reported value, excl. options
-
$9,621,528
-
Value change
-
+$9,456,727
-
Number of buys
-
4
-
Number of sells
-
-2
-
Price
-
$27.11
Significant Holders of SOUTHERN CO - PFD (SOJD) as of Q4 2021
6 filings reported holding SOJD - SOUTHERN CO - PFD as of Q4 2021.
SOUTHERN CO - PFD (SOJD) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 354,897 shares
.
Largest 6 shareholders include Crossmark Global Holdings, Inc. (252,015 shares), Bartlett & Co. LLC (48,710 shares), BARTLETT & CO. WEALTH MANAGEMENT LLC (48,710 shares), Edge Wealth Management LLC (5,235 shares), PNC Financial Services Group, Inc. (227 shares), and Sierra Capital LLC (0 shares).
This table shows the top 5 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.