The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080 (SOJD)

• Market cap: $787M
• 1 day: 0.05%
• 5 days: -2.04%
• 1 month: -3.20%
• 3 months: -5.07%
• 6 months: -10.38%
• Year to date: -7.56%
• 1 year: -9.81%
• 5 years: -21.15%
• 10 years: -22.15%
• Sector: Utilities
• Industry: Electric Utilities

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

0.81% less ownership

Funds ownership: 0.81% [Q4 2024] → 0% (-0.81%) [Q1 2025]

67% less funds holding

Funds holding: 3 [Q4 2024] → 1 (-2) [Q1 2025]

99% less capital invested

Capital invested by funds: $6.74M [Q4 2024] → $37.8K (-$6.71M) [Q1 2025]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2