3 institutions reported holding $357,878 of SOUTHERN COMPANY NOTES GLOBAL (SOJD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ethos Financial Group, LLC ($284,785), OLD POINT TRUST & FINANCIAL SERVICES N A ($37,499), THOMPSON INVESTMENT MANAGEMENT, INC. ($35,594). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $284,785 | 15,311 | Hold |
| 2 | OLD POINT TRUST & FINANCIAL SERVICES N A | $37,499 | 1,950 | New |
| 3 | THOMPSON INVESTMENT MANAGEMENT, INC. | $35,594 | 1,850 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30