Also trades as: SOJD (NYSE) · $vol 2M
SOJE Institutional Ownership
Southern Company (The) Series 2
1W: -1.9%
1M: -3.4%
3M: -7.7%
YTD: -13.9%
1Y: -17.8%
3Y: -2.1%
5Y: -26.4%
$15.14
-0.10 (-0.66%)
After Hours: $15.29 (+0.14, +0.96%)
Weekly Expected Move ±2.7%
$14
$15
$15
$16
$16
Credit Risk of going bust: lower than 81% of companies Debt: 42.0% of company value Bonds: $726.1M held by 561 funds, 68 bp over Treasuries → 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 $0.44 (down 97%), Southern Company (The) Series 2 would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.49B.
Distance to default 9.97 (Merton model): prices to 2026-10-26, 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.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.44 (down 97%), Southern Company (The) Series 2 would be worth roughly what it owes.
Total debt $77.09B against a stock market value of $106.49B.
Distance to default 9.97 (Merton model): prices to 2026-10-26, 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.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SOJE
2
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
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 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 10,100 | $154K | — | +0.0% | 22Q | SEC ↗ |
| 2 | THOMPSON INVESTMENT MANAGEMENT, INC. | 1,000 | $15K | — | +0.0% | 10Q | SEC ↗ |
| 3 | United Community Bank | 0 | $0K | -575 | -100.0% | 7Q | SEC ↗ |
| 4 | NBC SECURITIES, INC. | 0 | $0K | -58 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| United Community Bank | 575 | $9K |
| NBC SECURITIES, INC. | 58 | $1K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.