As of the latest SEC filings, SOUTHERN CO (SOJD) is held by 21 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $54,916,355.10 in market value, representing 0.41% of its portfolio.
Funds holding SOUTHERN CO (SOJD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SOJD
- CIK:
- 0000092122
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.41% | $54,916,355.10 | 2,845,407 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.77% | $30,447,968.82 | 1,457,538 | Feb 28, 2026 | Apr 28, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 1.08% | $23,251,057.40 | 1,204,718 | Mar 31, 2026 | May 28, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.70% | $15,806,898.97 | 756,673 | Feb 28, 2026 | Apr 29, 2026 |
|
FPE
First Trust Preferred Securities and Income ETF
|
ETF | First Trust | 0.20% | $12,453,272.03 | 623,599 | Apr 30, 2026 | Jun 22, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 1.12% | $7,876,928.30 | 408,131 | Mar 31, 2026 | May 28, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.12% | $6,698,395.34 | 320,038 | Feb 28, 2026 | Apr 24, 2026 |
|
CMALX
CRAWFORD MULTI-ASSET INCOME FUND
|
MF | Independent / Boutique | 3.22% | $5,883,605.00 | 304,850 | Mar 31, 2026 | Jun 1, 2026 |
|
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
|
CEF | Cohen & Steers | 0.33% | $5,492,915.10 | 284,607 | Mar 31, 2026 | May 29, 2026 |
|
PPSAX
Spectrum Preferred and Capital Securities Income Fund
|
MF | Independent / Boutique | 0.10% | $5,198,956.97 | 248,873 | Feb 28, 2026 | Apr 24, 2026 |
|
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
|
CEF | Cohen & Steers | 0.14% | $4,439,000.00 | 230,000 | Mar 31, 2026 | May 29, 2026 |
|
FXED
Sound Enhanced Fixed Income ETF
|
ETF | Independent / Boutique | 2.09% | $860,354.65 | 41,185 | Feb 28, 2026 | Apr 27, 2026 |
|
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
|
CEF | Cohen & Steers | 0.24% | $705,974.70 | 36,579 | Mar 31, 2026 | May 29, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 0.05% | $612,080.20 | 31,714 | Mar 31, 2026 | May 28, 2026 |
|
JRI
Nuveen Real Asset Income and Growth Fund
|
CEF | Nuveen | 0.06% | $297,721.80 | 15,426 | Mar 31, 2026 | May 28, 2026 |
|
AAHYX
THRIVENT CONSERVATIVE ALLOCATION FUND
|
MF | Independent / Boutique | 0.03% | $262,480.00 | 13,600 | Mar 31, 2026 | May 28, 2026 |
|
AAINX
THRIVENT MULTISECTOR BOND FUND
|
MF | Independent / Boutique | 0.03% | $239,640.00 | 12,000 | Apr 30, 2026 | Jun 26, 2026 |
|
SOITX
SPIRIT OF AMERICA INCOME FUND
|
MF | Independent / Boutique | 0.45% | $193,000.00 | 10,000 | Mar 31, 2026 | May 28, 2026 |
|
FPFD
Fidelity Preferred Securities and Income ETF
|
ETF | Fidelity | 0.20% | $164,049.34 | 7,838 | Feb 28, 2026 | Apr 24, 2026 |
|
IBBFX
THRIVENT DYNAMIC ALLOCATION FUND
|
MF | Independent / Boutique | 0.01% | $54,917.50 | 2,750 | Apr 30, 2026 | Jun 26, 2026 |
|
RMYAX
Multi-Strategy Income Fund
|
MF | Russell Investments | 0.01% | $42,196.61 | 2,113 | Apr 30, 2026 | Jun 22, 2026 |
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