The Southern Company Series 2020C 4.20% Junior Subordinated Notes due October 15, 2060 (SOJE)

• Market cap: $521M
• 1 day: -0.69%
• 5 days: 0.06%
• 1 month: -1.70%
• 3 months: -7.02%
• 6 months: -10.80%
• Year to date: -9.87%
• 1 year: -13.25%
• 5 years: -29.59%
• 10 years: -29.59%
• Sector: Utilities
• Industry: Electric Utilities

Fund manager confidence

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

0% less ownership

Funds ownership: 0.04% [Q4 2024] → 0.04% (-0%) [Q1 2025]

4% less capital invested

Capital invested by funds: $228K [Q4 2024] → $219K (-$8.62K) [Q1 2025]

20% less funds holding

Funds holding: 5 [Q4 2024] → 4 (-1) [Q1 2025]