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

• Market cap: $550M
• 1 day: 0.66%
• 5 days: -1.56%
• 1 month: 1.05%
• 3 months: 5.53%
• 6 months: -2.66%
• Year to date: -4.83%
• 1 year: -11.97%
• 5 years: -25.65%
• 10 years: -25.65%
• Sector: Utilities
• Industry: Electric Utilities

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

25% more funds holding

Funds holding: 4 [Q1] → 5 (+1) [Q2]

0% more ownership

Funds ownership: 0.04% [Q1] → 0.04% (+0%) [Q2]

4% less capital invested

Capital invested by funds: $219K [Q1] → $211K (-$8.54K) [Q2]