The Southern Company SOUTHERN CO/THE JR SUBORDINA 03/55 VAR

The Southern Company SOUTHERN CO/THE JR SUBORDINA 03/55 VAR is a security (CUSIP 842587EB9) tracked across SEC portfolio filings. 16 registered fund positions totaling $74.1M via N-PORT as of 2026-05-31.

Summary

Top fund holders (N-PORT)

Showing 15 of 16 fund positions by value.

FundRegistrantValue% of fund
Bond FundJohn Hancock Sovereign Bond Fund$23.9M9.01%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDVANGUARD BOND INDEX FUNDS$16.9M3.26%
First Trust Intermediate Duration Preferred & Income FundFirst Trust Intermediate Duration Preferred & Income Fund$9.7M81.83%
BNY Mellon Core Plus FundBNY Mellon Absolute Insight Funds, Inc.$8.2M32.32%
DoubleLine Core Fixed Income FundDoubleLine Funds Trust$3.4M4.92%
Nuveen Flexible Income FundNuveen Investment Trust V$3.2M38.88%
John Hancock Managed Account Shares Investment-Grade Corporate Bond PortfolioJohn Hancock Strategic Series$1.9M36.44%
Nuveen Real Asset Income and Growth FundNuveen Real Asset Income and Growth Fund$1.8M37.90%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$1.6M0.26%
BNY Mellon Core Plus ETFBNY Mellon ETF Trust II$1.1M36.43%
Flaherty & Crumrine Dynamic Preferred and Income Fund IncorporatedFlaherty & Crumrine Dynamic Preferred & Income Fund Inc$973K21.04%
BlackRock Total Return FundBlackRock Bond Fund, Inc.$617K0.35%
Flaherty & Crumrine Total Return Fund IncorporatedFlaherty & Crumrine Total Return Fund Inc$415K21.22%
John Hancock Income Securities TrustJohn Hancock Income Securities Trust$232K16.30%
Putnam High Yield FundPutnam High Yield Fund$205K2.46%

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