SOUTHERN CO - PFD (SOJE)

CUSIP: 842587883

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / PFD
Total 13F shares
189,322
Share change
-5,014
Total reported value
$3,785,996
Price per share
$20.00
Number of holders
5
Value change
-$100,220
Number of buys
1
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 842587883?
CUSIP 842587883 identifies SOJE - SOUTHERN CO - PFD in SEC institutional holdings data.

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Institutional Holders of SOUTHERN CO - PFD (SOJE) as of Q1 2023

As of 31 Mar 2023, SOUTHERN CO - PFD (SOJE) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 189,322 shares. The largest 5 holders included BARTLETT & CO. WEALTH MANAGEMENT LLC, Bartlett & Co. LLC, PRIVATE ASSET MANAGEMENT INC, Kingfisher Capital LLC, and BOYD WATTERSON ASSET MANAGEMENT LLC/OH. This page lists 5 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
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.