The Southern Company SOUTHERN CO/THE SR UNSECURED 03/34 5.7

The Southern Company SOUTHERN CO/THE SR UNSECURED 03/34 5.7 is a security (CUSIP 842587DT1) tracked across SEC portfolio filings. 15 registered fund positions totaling $32.1M via N-PORT as of 2026-05-31.

Summary

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Bond FundJohn Hancock Sovereign Bond Fund$17.7M6.69%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDVANGUARD BOND INDEX FUNDS$7.4M1.44%
JPMorgan Core Bond TrustJPMorgan Institutional Trust$1.9M4.07%
T. Rowe Price Balanced Fund, Inc.T. Rowe Price Balanced Fund, Inc.$1.6M3.21%
T. Rowe Price QM U.S. Bond Index FundT. ROWE PRICE QM U.S. BOND INDEX FUND, INC.$751K3.16%
Putnam Income FundPutnam Income Fund$666K6.70%
Corporate Bond PortfolioMORGAN STANLEY INSTITUTIONAL FUND TRUST$570K36.88%
VALUE LINE CAPITAL APPRECIATION FUND INCVALUE LINE CAPITAL APPRECIATION FUND INC$518K11.22%
Advantage CoreAlpha Bond Master PortfolioMaster Investment Portfolio II$192K2.85%
Putnam Global Income TrustPutnam Global Income Trust$173K8.04%
VALUE LINE CORE BOND FUNDValue Line Core Bond Fund$158K45.61%
John Hancock Income Securities TrustJohn Hancock Income Securities Trust$155K10.93%
Putnam Multi-Asset Income FundPutnam Asset Allocation Funds$111K1.25%
T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.$93K1.09%
Six Circles Global Bond FundSIX CIRCLES TRUST$5K0.00%

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