NBC Securities’s Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 SOJE Stock Holding History

NBC Securities’s Portfolio SOJE Stock Details SOJE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-58	Closed	-$1.03K	–	2841
2025 Q4	$1.03K	Sell	58 -3	-5%	-$55	﹤0.01%	2539
2025 Q3	$1.13K	Hold	61	–	–	﹤0.01%	2519
2025 Q2	$1K	Buy	+61	New	+$1.07K	﹤0.01%	2418

Other funds holding SOJE

BWAM

Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

NBC Securities's SOJE Position: Q1 2026 in Review

NBC Securities sold out of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) in Q1 2026, closing a stake of 58 shares — an estimated $1.03K sold.

NBC Securities first reported a position in SOJE in Q2 2025 and held it in 3 quarters. The position peaked at $1.13K in Q3 2025. 2 funds tracked by Wall St. Rank hold SOJE as of Q1 2026.

NBC Securities reported no remaining Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 58 Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 shares in Q1 2026, an estimated $1.03K.
NBC Securities first reported a position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in Q2 2025 and held it in 3 quarters.
NBC Securities's Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 position peaked at $1.13K in Q3 2025.
2 funds tracked by Wall St. Rank held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.