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SOJE

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

2 hedge funds and large institutions have $188K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2026 Q1 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less capital invested

Capital invested by funds: $207K → $188K (-$19.5K)

50% less funds holding

Funds holding: 4 → 2 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
2
Holders Change
-2
Holders Change %
-50%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
UCB
United Community Bank
South Carolina
-$10.2K
2
NS
NBC Securities
Alabama
-$1.03K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1
Boyd Watterson Asset Management
Ohio
$171K – – –
TIM
2
Thompson Investment Management
Wisconsin
$16.9K – – –
UCB
3
United Community Bank
South Carolina
– -$10.2K -575 Closed
NS
4
NBC Securities
Alabama
– -$1.03K -58 Closed

SOJE Hedge Fund Activity: Q1 2026 in Review

2 of the 8,130 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 Q1 2026, worth a combined $188K — down 9.4% from $207K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SOJE and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was United Community Bank, exiting entirely with an estimated $10.2K sold.

  • 2 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q1 2026, down from 4 in Q4 2025.
  • Funds reported $188K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q1 2026, down 9.4% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q1 2026 and 2 closed out, a net change of -2 holders.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q1 2026 was United Community Bank, an estimated $10.2K sold.

Based on aggregated 13F filings for Q1 2026.