Southern Co. (so 5.25 12/01/77)Preferred / convertible

13F holders, Q2 2024 (June 30)
1holders
$23.14avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Southern Co. (so 5.25 12/01/77) in their 13F filings. The largest holder was ORG Partners LLC ($162).

Company
Southern Co. (so 5.25 12/01/77)
CUSIP
842587404
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q2 2024: 1Q2 2024Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions1$162
Exits0$0

Ownership 1 holders

ORG Partners LLC — New 7 $162

"% of holder's portfolio" is SOUTHERN CO (SO 5.25 12/01/77)'s weight in each manager's 13F, not the share of Southern Co. (so 5.25 12/01/77) the manager owns.