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SOJE SOUTHERN CO JR SUB NT SER 2020

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PFD (preferred), issuer CIK 92122

5 managers (5 13F filers) reported a position in SOJE shares at 2025-06-30, 11,986 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
5
13F filers
5
New
1
Added
0
Reduced
0
Sold out
0
Shares held by filers
11,986

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,100$177K0.06%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,000$17.6K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank575$10.1K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.250$4.39K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.61$1K<0.01%new13F-HRTimeline