As of the latest SEC filings, SOUTHERN CO (SOJF) is held by 21 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $40,016,524.15 in market value, representing 0.30% of its portfolio.
Funds holding SOUTHERN CO (SOJF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SOJF
- CIK:
- 0000092122
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.30% | $40,016,524.15 | 1,607,735 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.54% | $21,506,280.85 | 825,577 | Feb 28, 2026 | Apr 28, 2026 |
|
FPE
First Trust Preferred Securities and Income ETF
|
ETF | First Trust | 0.33% | $20,821,107.00 | 816,514 | Apr 30, 2026 | Jun 22, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.79% | $16,941,627.40 | 680,660 | Mar 31, 2026 | May 28, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.49% | $11,111,549.35 | 426,547 | Feb 28, 2026 | Apr 29, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 0.82% | $5,770,074.47 | 231,823 | Mar 31, 2026 | May 28, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.06% | $3,573,669.25 | 137,185 | Feb 28, 2026 | Apr 24, 2026 |
|
HSNFX
THE HARTFORD STRATEGIC INCOME FUND
|
MF | Independent / Boutique | 0.06% | $2,634,787.50 | 103,325 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Transamerica Multi-Asset Income
|
ETF | Transamerica | 0.29% | $2,550,000.00 | 100,000 | Apr 30, 2026 | Jun 18, 2026 |
|
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
|
CEF | Cohen & Steers | 0.08% | $2,489,000.00 | 100,000 | Mar 31, 2026 | May 29, 2026 |
|
SPFF
Global X SuperIncome Preferred ETF
|
ETF | Independent / Boutique | 1.52% | $2,235,406.50 | 87,663 | Apr 30, 2026 | Jun 29, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 0.15% | $1,729,232.75 | 69,475 | Mar 31, 2026 | May 28, 2026 |
|
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
|
CEF | Cohen & Steers | 0.10% | $1,684,430.75 | 67,675 | Mar 31, 2026 | May 29, 2026 |
|
JRI
Nuveen Real Asset Income and Growth Fund
|
CEF | Nuveen | 0.19% | $909,107.25 | 36,525 | Mar 31, 2026 | May 28, 2026 |
|
FPFD
Fidelity Preferred Securities and Income ETF
|
ETF | Fidelity | 0.64% | $528,815.00 | 20,300 | Feb 28, 2026 | Apr 24, 2026 |
|
HFSI
Hartford Strategic Income ETF
|
ETF | Independent / Boutique | 0.06% | $493,170.00 | 19,340 | Apr 30, 2026 | Jun 25, 2026 |
|
MOFTX
Mercer Opportunistic Fixed Income Fund
|
MF | Independent / Boutique | 0.02% | $329,170.25 | 13,225 | Mar 31, 2026 | May 13, 2026 |
|
ITTIX
Hartford Multi-Asset Income Fund
|
MF | Independent / Boutique | 0.05% | $257,703.00 | 10,106 | Apr 30, 2026 | Jun 25, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.18% | $219,419.15 | 8,423 | Feb 28, 2026 | Apr 28, 2026 |
|
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
|
CEF | Cohen & Steers | 0.07% | $218,658.65 | 8,785 | Mar 31, 2026 | May 29, 2026 |
|
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund
|
CEF | Cohen & Steers | 0.06% | $164,348.67 | 6,603 | Mar 31, 2026 | May 29, 2026 |
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