As of the latest SEC filings, SOUTHERN CO (SOJC) is held by 16 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $26,583,304.56 in market value, representing 0.20% of its portfolio.
Funds holding SOUTHERN CO (SOJC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SOJC
- CIK:
- 0000092122
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.20% | $26,583,304.56 | 1,280,506 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.37% | $14,586,806.16 | 658,844 | Feb 28, 2026 | Apr 28, 2026 |
|
PPSAX
Spectrum Preferred and Capital Securities Income Fund
|
MF | Independent / Boutique | 0.24% | $12,188,379.96 | 550,514 | Feb 28, 2026 | Apr 24, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.52% | $11,254,016.76 | 542,101 | Mar 31, 2026 | May 28, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.35% | $7,805,324.16 | 352,544 | Feb 28, 2026 | Apr 29, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 0.54% | $3,837,589.80 | 184,855 | Mar 31, 2026 | May 28, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.05% | $2,715,398.40 | 122,980 | Feb 28, 2026 | Apr 24, 2026 |
|
FPE
First Trust Preferred Securities and Income ETF
|
ETF | First Trust | 0.02% | $1,097,204.48 | 50,423 | Apr 30, 2026 | Jun 22, 2026 |
|
PGDCX
Diversified Income Fund
|
MF | Independent / Boutique | 0.02% | $382,018.56 | 17,556 | Apr 30, 2026 | Jun 25, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 0.03% | $375,361.56 | 18,081 | Mar 31, 2026 | May 28, 2026 |
|
JRI
Nuveen Real Asset Income and Growth Fund
|
CEF | Nuveen | 0.07% | $311,524.56 | 15,006 | Mar 31, 2026 | May 28, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.15% | $184,669.74 | 8,341 | Feb 28, 2026 | Apr 28, 2026 |
|
SOITX
SPIRIT OF AMERICA INCOME FUND
|
MF | Independent / Boutique | 0.29% | $124,560.00 | 6,000 | Mar 31, 2026 | May 28, 2026 |
|
FPFD
Fidelity Preferred Securities and Income ETF
|
ETF | Fidelity | 0.14% | $112,254.72 | 5,084 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Thirdline Real Estate Income Fund
|
CEF | Independent / Boutique | 0.08% | $47,748.00 | 2,300 | Mar 31, 2026 | May 29, 2026 |
|
RMYAX
Multi-Strategy Income Fund
|
MF | Russell Investments | 0.01% | $30,833.92 | 1,417 | Apr 30, 2026 | Jun 22, 2026 |
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