Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / PFD
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
11,986
-
Shares change
-
+61
-
Total reported value, excl. options
-
$210,523
-
Value change
-
+$1,000
-
Number of buys
-
1
-
Price
-
$17.57
Significant Holders of SOUTHERN CO - PFD (SOJE) as of Q2 2025
5 filings reported holding SOJE - SOUTHERN CO - PFD as of Q2 2025.
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 11,986 shares
.
Largest 5 shareholders include BOYD WATTERSON ASSET MANAGEMENT LLC/OH (10,100 shares), THOMPSON INVESTMENT MANAGEMENT, INC. (1,000 shares), United Community Bank (575 shares), 1620 INVESTMENT ADVISORS, INC. (250 shares), and NBC SECURITIES, INC. (61 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.