As of the latest SEC filings, SOUTHERN CO (SOJE) is held by 14 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $36,172,842.45 in market value, representing 0.27% of its portfolio.
Funds holding SOUTHERN CO (SOJE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SOJE
- CIK:
- 0000092122
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.27% | $36,172,842.45 | 2,134,091 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.51% | $20,073,716.88 | 1,094,532 | Feb 28, 2026 | Apr 28, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.71% | $15,315,477.60 | 903,568 | Mar 31, 2026 | May 28, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.46% | $10,450,462.12 | 569,818 | Feb 28, 2026 | Apr 29, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.17% | $9,827,654.06 | 535,859 | Feb 28, 2026 | Apr 24, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 0.74% | $5,216,972.70 | 307,786 | Mar 31, 2026 | May 28, 2026 |
|
FPE
First Trust Preferred Securities and Income ETF
|
ETF | First Trust | 0.03% | $1,644,002.36 | 95,084 | Apr 30, 2026 | Jun 22, 2026 |
|
FPFD
Fidelity Preferred Securities and Income ETF
|
ETF | Fidelity | 1.48% | $1,212,237.32 | 66,098 | Feb 28, 2026 | Apr 24, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 0.04% | $452,141.25 | 26,675 | Mar 31, 2026 | May 28, 2026 |
|
JRI
Nuveen Real Asset Income and Growth Fund
|
CEF | Nuveen | 0.05% | $219,909.30 | 12,974 | Mar 31, 2026 | May 28, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.15% | $180,447.26 | 9,839 | Feb 28, 2026 | Apr 28, 2026 |
|
SOITX
SPIRIT OF AMERICA INCOME FUND
|
MF | Independent / Boutique | 0.24% | $101,700.00 | 6,000 | Mar 31, 2026 | May 28, 2026 |
|
-
Thirdline Real Estate Income Fund
|
CEF | Independent / Boutique | 0.11% | $63,630.30 | 3,754 | Mar 31, 2026 | May 29, 2026 |
|
RMYAX
Multi-Strategy Income Fund
|
MF | Russell Investments | 0.02% | $47,530.21 | 2,749 | Apr 30, 2026 | Jun 22, 2026 |
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