4 institutions reported holding $187,842 of Southern Co 4.20 Pfd (SOJE) in SEC 13F filings for 2026-03-31. Largest institutional holders: BOYD WATTERSON ASSET MANAGEMENT LLC/OH ($170,892), THOMPSON INVESTMENT MANAGEMENT, INC. ($16,950), NBC SECURITIES, INC. ($0), United Community Bank ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $170,892 | 10,100 | Hold |
| 2 | THOMPSON INVESTMENT MANAGEMENT, INC. | $16,950 | 1,000 | Hold |
| 3 | NBC SECURITIES, INC. | $0 | 0 | Exited |
| 4 | United Community Bank | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31