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SOJE · Southern Co · Held by Funds

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$15.42 +0.07 (+0.46%) At close · Nov 6 Play latest call Q3 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$104.11B
Shares
1.13B
Volume · Nov 6 120.14K Avg daily vol (3M) 90.53K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of SOJE by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 3,266,869 shares.

Fund type Shares
Index funds 0
Index ETFs 3,266,869
Active ETFs 0
Active funds 241,495
Unclassified 0
All registered funds 3,508,364
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding SOJE

17 fund positions
Fund Balance Value % of Fund Open
iShares Preferred and Income Securities ETF 1,982,222 $33,539,196 0.26%
Invesco Preferred ETF 1,093,504 $17,277,363 0.46%
VanEck Preferred Securities ex Financials ETF 984,868 $16,663,967 0.63%
Fidelity Strategic Dividend and Income Fund 625,859 $9,894,831 0.17%
Global X U.S. Preferred ETF 509,681 $8,052,960 0.37%
State Street(R) SPDR(R) ICE Preferred Securities ETF 299,779 $5,072,261 0.72%
First Trust Preferred Securities and Income ETF 95,929 $1,587,625 0.03%
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC 87,481 $1,480,179 0.14%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 62,766 $1,062,001 0.06%
Fidelity Preferred Securities and Income ETF 66,098 $1,045,009 1.32%
Cohen & Steers Select Preferred & Income Fund, Inc. 23,451 $396,791 0.15%
Nuveen Real Asset Income Fund 21,900 $370,548 0.03%
Cohen & Steers Real Estate Opportunities & Income Fund 15,000 $253,800 0.09%
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 16,001 $252,816 0.17%
Nuveen Real Asset Income and Growth Fund 12,974 $219,520 0.05%
First Trust Intermediate Duration Preferred & Income Fund 9,923 $164,226 0.01%
COHEN & STEERS TOTAL RETURN REALTY FUND INC 8,000 $135,360 0.04%
Showing 1–17 of 17 positions
Key facts CIK 92122 CUSIP 842587107 13F (30d) 2 filings 2 filers Visit website Investor relations