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

13F holders, Q2 2025 (June 30)
1holders
1new positions
0sold out
$21.31avg. 13F price*

At the end of Q2 2025, 1 institutions reported holding Southern Co. (so 5.25 12/01/77) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was PNC Financial Services Group, Inc. ($20K).

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 → Q2 2025

InstitutionsTotal Value
New Positions1$20K
Exits0$0

All 13F filers, Q2 2024 → Q2 2025: 925 shares bought, net +925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

PNC Financial Services Group, Inc. — New 925 $20K

"% 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.