Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / PFD
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
215,223
-
Shares change
-
-8,093
-
Total reported value, excl. options
-
$4,824,778
-
Value change
-
-$218,302
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$22.35
Significant Holders of SOUTHERN CO - PFD (SOJE) as of Q1 2022
7 filings reported holding SOJE - SOUTHERN CO - PFD as of Q1 2022.
SOUTHERN CO - PFD (SOJE) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 215,223 shares
.
Largest 7 shareholders include BARTLETT & CO. WEALTH MANAGEMENT LLC (73,541 shares), Bartlett & Co. LLC (73,541 shares), Kingfisher Capital LLC (32,244 shares), PRIVATE ASSET MANAGEMENT INC (25,764 shares), BOYD WATTERSON ASSET MANAGEMENT LLC/OH (10,100 shares), PNC Financial Services Group, Inc. (33 shares), and MURPHY CAPITAL MANAGEMENT INC (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.