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SOJE

Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060
SOJE

4 hedge funds and large institutions have $207K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2025 Q4 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4 → 4 (0)

5% less capital invested

Capital invested by funds: $218K → $207K (-$10.3K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
-$55
Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1
Boyd Watterson Asset Management
Ohio
$178K – – –
TIM
2
Thompson Investment Management
Wisconsin
$17.7K – – –
UCB
3
United Community Bank
South Carolina
$10.2K – – –
NS
4
NBC Securities
Alabama
$1.03K -$55 -3 -5%

SOJE Hedge Fund Activity: Q4 2025 in Review

4 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) for Q4 2025, worth a combined $207K — down 4.7% from $218K a quarter earlier.

Fund positioning in SOJE was balanced in Q4 2025: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.

The largest seller was NBC Securities, cutting an estimated $55.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $207K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q4 2025, down 4.7% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q4 2025 and 0 closed out.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q4 2025 was NBC Securities, an estimated $55 sold.

Based on aggregated 13F filings for Q4 2025.