SOJF Institutional Ownership, Buyers - The Southern Company

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in The Southern Company - Preferred Security include FSDIX - Fidelity Strategic Dividend & Income Fund, SPFF - Global X SuperIncome Preferred ETF, and MOFTX - Mercer Opportunistic Fixed Income Fund Class I .

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	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-07-22	NP	GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF	7,569	29.41	192	27.15
2025-06-27	NP	HFSI - Hartford Sustainable Income ETF	3,825	51.49	98	46.97
2025-06-26	NP	JHPI - John Hancock Preferred Income ETF	23,500	30.56	600	26.11
2025-07-24	NP	FSDIX - Fidelity Strategic Dividend & Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	137,185		3,490
2025-08-21	NP	MOFTX - Mercer Opportunistic Fixed Income Fund Class I	13,225		340
2025-07-24	NP	FPFD - Fidelity Preferred Securities & Income ETF	20,300	97.09	516	93.98
2025-06-27	NP	SPFF - Global X SuperIncome Preferred ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	74,525		1,903

SOJF / The Southern Company - Preferred Security - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers