Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / PFD
-
Total 13F shares
-
183,714
-
Share change
-
-5,657
-
Total reported value
-
$3,854,571
-
Price per share
-
$20.99
-
Number of holders
-
6
-
Value change
-
-$118,741
-
Number of sells
-
2
Institutional Holders of SOUTHERN CO - PFD (SOJE) as of Q2 2023
As of 30 Jun 2023 SOUTHERN CO - PFD (SOJE) had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 183,714 shares of stock of the company.
Largest 6 holders included Bartlett & Co. LLC, BARTLETT & CO. WEALTH MANAGEMENT LLC, Kingfisher Capital LLC, PRIVATE ASSET MANAGEMENT INC, BOYD WATTERSON ASSET MANAGEMENT LLC/OH, and COMERICA BANK.
This table shows 6 institutional shareholders of the security as of 30 Jun 2023.
| 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.