Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in The Southern Company - Corporate Bond/Note include
HDBFX - Hartford Dynamic Bond Fund Class F,
HSNCX - THE HARTFORD STRATEGIC INCOME FUND Class C,
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A,
Nbc Securities, Inc.,
ITTAX - Hartford Multi-Asset Income and Growth Fund Class A,
and
HFSI - Hartford Sustainable Income ETF
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-07-28 |
NP |
FXED - Sound Enhanced Fixed Income ETF
|
|
|
|
39,859 |
1.12 |
791 |
-4.24 |
|
| 2025-06-26 |
NP |
HSNCX - THE HARTFORD STRATEGIC INCOME FUND Class C
|
|
|
|
34,405 |
|
690 |
|
|
| 2025-07-24 |
NP |
FPFD - Fidelity Preferred Securities & Income ETF
|
|
|
|
7,838 |
56.76 |
156 |
47.62 |
|
| 2025-06-26 |
NP |
John Hancock Preferred Income Fund Ii
|
|
|
|
86,025 |
18.66 |
1,725 |
14.55 |
|
| 2025-06-25 |
NP |
First Trust Intermediate Duration Preferred & Income Fund
|
|
|
|
23,279 |
|
467 |
|
|
| 2025-06-26 |
NP |
ITTAX - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
3,899 |
|
78 |
|
|
| 2025-08-06 |
13F |
Ethos Financial Group, LLC
|
|
|
|
15,311 |
|
303 |
|
|
| 2025-06-26 |
NP |
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
10,000 |
|
200 |
|
|
| 2025-07-24 |
NP |
FSDIX - Fidelity Strategic Dividend & Income Fund
|
|
|
|
320,038 |
9.76 |
6,359 |
3.87 |
|
| 2025-06-26 |
NP |
John Hancock Preferred Income Fund
|
|
|
|
109,775 |
18.13 |
2,201 |
14.05 |
|
| 2025-08-27 |
NP |
CMALX - Crawford Multi-Asset Income Fund
|
|
|
|
197,295 |
6.59 |
3,906 |
3.36 |
|
| 2025-06-25 |
NP |
FPE - First Trust Preferred Securities and Income ETF
|
|
|
|
95,266 |
54.56 |
1,910 |
53.04 |
|
| 2025-06-26 |
NP |
HDBFX - Hartford Dynamic Bond Fund Class F
|
|
|
|
90,000 |
|
1,804 |
|
|
| 2025-06-25 |
NP |
FPEAX - First Trust Preferred Securities and Income Fund Class A
|
|
|
|
2,535 |
|
51 |
|
|
| 2025-06-26 |
NP |
John Hancock Preferred Income Fund Iii
|
|
|
|
120,400 |
17.55 |
2,414 |
13.55 |
|
| 2025-06-27 |
NP |
HFSI - Hartford Sustainable Income ETF
|
|
|
|
1,123 |
|
23 |
|
|
| 2025-06-26 |
NP |
JHPI - John Hancock Preferred Income ETF
|
|
|
|
18,125 |
81.70 |
363 |
75.36 |
|
| 2025-07-08 |
13F |
Nbc Securities, Inc.
|
|
|
|
4,323 |
|
0 |
|
|
