Also trades as: SOJE (NYSE) · $vol 1M
SOJD Institutional Ownership
Southern Company (The) Series 2
1W: -1.1%
1M: -1.4%
3M: -6.9%
YTD: -14.3%
1Y: -17.0%
3Y: +0.4%
5Y: -17.8%
$17.30
-0.10 (-0.60%)
Weekly Expected Move ±2.6%
$17
$17
$17
$18
$18
Credit Risk of going bust: lower than 81% of companies Debt: 42.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.50 (down 97%), Southern Company (The) Series 2 would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.58B.
Distance to default 9.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.50 (down 97%), Southern Company (The) Series 2 would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.58B.
Distance to default 9.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $41.20B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.86. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SOJD
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
1
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 15,311 | $265K | — | +0.0% | 5Q | SEC ↗ |
| 2 | Towne Trust Company, N.A NEW | 1,950 | $34K | — | +0.0% | 1Q | SEC ↗ |
| 3 | THOMPSON INVESTMENT MANAGEMENT, INC. | 1,850 | $32K | — | +0.0% | 10Q | SEC ↗ |
| 4 | NBC SECURITIES, INC. | 0 | $0K | -4,323 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Towne Trust Company, N.A | 1,950 | $34K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NBC SECURITIES, INC. | 4,323 | $75K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.