Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / PFD
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
170,982
-
Shares change
-
-12,732
-
Total reported value, excl. options
-
$3,329,213
-
Value change
-
-$248,027
-
Number of sells
-
-5
-
Price
-
$19.47
Significant Holders of SOUTHERN CO - PFD (SOJE) as of Q3 2023
6 filings reported holding SOJE - SOUTHERN CO - PFD as of Q3 2023.
SOUTHERN CO - PFD (SOJE) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 170,982 shares
.
Largest 6 shareholders include Bartlett & Co. LLC (52,866 shares), BARTLETT & CO. WEALTH MANAGEMENT LLC (52,866 shares), Kingfisher Capital LLC (31,036 shares), PRIVATE ASSET MANAGEMENT INC (24,114 shares), BOYD WATTERSON ASSET MANAGEMENT LLC/OH (10,100 shares), and COMERICA BANK (0 shares).
This table shows the top 5 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.