Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / PREFERRED STK
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
399,204
-
Shares change
-
-934,611
-
Total reported value, excl. options
-
$7,840,979
-
Value change
-
-$19,360,885
-
Number of buys
-
2
-
Number of sells
-
-4
-
Price
-
$19.64
Significant Holders of SOUTHERN CO - PREFERRED STK (SOJD) as of Q4 2022
8 filings reported holding SOJD - SOUTHERN CO - PREFERRED STK as of Q4 2022.
SOUTHERN CO - PREFERRED STK (SOJD) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 399,204 shares
.
Largest 8 shareholders include Crossmark Global Holdings, Inc. (268,495 shares), Bartlett & Co. LLC (64,180 shares), BARTLETT & CO. WEALTH MANAGEMENT LLC (64,180 shares), 3Chopt Investment Partners, LLC (2,000 shares), PNC Financial Services Group, Inc. (224 shares), Cornerstone Planning Group LLC (125 shares), ABNER HERRMAN & BROCK LLC (0 shares), and Connectus Wealth, LLC (0 shares).
This table shows the top 6 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.