Southern Co. (so 5.25 12/01/77)Preferred / convertible
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$22.72avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Southern Co. (so 5.25 12/01/77) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($21K) and Lanark Financial, Inc. ($181).
- Company
- Southern Co. (so 5.25 12/01/77)
- CUSIP
- 842587404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $181 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 8 shares bought, net +8 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| PNC Financial Services Group, Inc. | — | No change | 925 | $21K |
| Lanark Financial, Inc. | — | New | 8 | $181 |
"% 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.