Southern Co 4.20 Pfd PFD is a security (CUSIP 842587883) tracked across SEC portfolio filings. 2 institutional managers reported $188K on Form 13F as of 2026-06-30; 4 registered fund positions totaling $1.5M via N-PORT as of 2026-04-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | CLEVELAND, OH | $171K | 10,100 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | MADISON, WI | $17K | 1,000 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Nuveen Preferred & Income Securities Fund | Nuveen Preferred & Income Securities Fund | $1.0M | 7.11% |
| Nuveen Real Asset Income and Growth Fund | Nuveen Real Asset Income and Growth Fund | $220K | 4.64% |
| First Trust Intermediate Duration Preferred & Income Fund | First Trust Intermediate Duration Preferred & Income Fund | $172K | 1.45% |
| Thirdline Real Estate Income Fund | Thirdline Real Estate Income Fund | $64K | 10.75% |