Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / PFD
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
223,316
-
Shares change
-
+148,731
-
Total reported value, excl. options
-
$5,806,046
-
Value change
-
+$3,867,067
-
Number of buys
-
5
-
Price
-
$26
Significant Holders of SOUTHERN CO - PFD (SOJE) as of Q4 2021
7 filings reported holding SOJE - SOUTHERN CO - PFD as of Q4 2021.
SOUTHERN CO - PFD (SOJE) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 223,316 shares
.
Largest 7 shareholders include Bartlett & Co. LLC (73,541 shares), BARTLETT & CO. WEALTH MANAGEMENT LLC (73,541 shares), Kingfisher Capital LLC (32,017 shares), PRIVATE ASSET MANAGEMENT INC (23,764 shares), MURPHY CAPITAL MANAGEMENT INC (10,320 shares), BOYD WATTERSON ASSET MANAGEMENT LLC/OH (10,100 shares), and PNC Financial Services Group, Inc. (33 shares).
This table shows the top 7 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.