SOJE · Southern Co · Shareholders & Ownership
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Every disclosed holder of SOJE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SOJE
13F quarter Sep 30, 2026; this listing alone: insiders and shares outstanding are issuer-wide, so they are left outNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 11,100 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 5,915,436 | — |
% Out is unavailable: shares outstanding is an issuer-wide count, not one listing's.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SOJE
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
iShares Preferred and Income Securities ETF
Fund
S000013499 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,982,222 | ||
| 2 |
Invesco Preferred ETF
Fund
S000019228 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
1,093,504 | ||
| 3 |
VanEck Preferred Securities ex Financials ETF
Fund
S000037179 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
984,868 | ||
| 4 |
Fidelity Strategic Dividend and Income Fund
Fund
S000017681 · Registered fund · Aug 31, 2026
Fidelity Salem Street Trust, not summed
|
625,859 | ||
| 5 |
Global X U.S. Preferred ETF
Fund
S000058429 · Registered fund · Aug 31, 2026
GLOBAL X FUNDS, not summed
|
509,681 | ||
| 6 |
State Street(R) SPDR(R) ICE Preferred Securities ETF
Fund
S000026152 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
299,779 | ||
| 7 |
First Trust Preferred Securities and Income ETF
Fund
S000034980 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund III, not summed
|
95,929 | ||
| 8 |
Fidelity Preferred Securities and Income ETF
Fund
S000072125 · Registered fund · Aug 31, 2026
Fidelity Covington Trust, not summed
|
66,098 | ||
| 9 |
Nuveen Real Asset Income Fund
Fund
S000033768 · Registered fund · Jun 30, 2026
Nuveen Investment Funds, Inc., not summed
|
21,900 | ||
| 10 |
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
Fund
S000084202 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
16,001 | ||
| 11 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
13F
CIK 1121477 · Registered investment adviser · Sep 30, 2026
|
10,100 | ||
| 12 |
First Trust Intermediate Duration Preferred & Income Fund
Fund
· Registered fund · Jul 31, 2026
First Trust Intermediate Duration Preferred & Income Fund, not summed
|
9,923 | ||
| 12.1 |
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
Fund
· Registered fund · Jun 30, 2026
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC, not summed
|
87,481 | ||
| 12.2 |
COHEN & STEERS QUALITY INCOME REALTY FUND INC
Fund
· Registered fund · Jun 30, 2026
COHEN & STEERS QUALITY INCOME REALTY FUND INC, not summed
|
62,766 | ||
| 12.3 |
Cohen & Steers Select Preferred & Income Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Select Preferred & Income Fund, Inc., not summed
|
23,451 | ||
| 12.4 |
Cohen & Steers Real Estate Opportunities & Income Fund
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Real Estate Opportunities & Income Fund, not summed
|
15,000 | ||
| 12.5 |
Nuveen Real Asset Income and Growth Fund
Fund
· Registered fund · Jun 30, 2026
Nuveen Real Asset Income and Growth Fund, not summed
|
12,974 | ||
| 13 |
THOMPSON INVESTMENT MANAGEMENT, INC.
13F
CIK 1277279 · Registered investment adviser · Sep 30, 2026
|
1,000 |
1 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.