Southern Co. (so 5.25 12/01/77)Preferred / convertible
13F holders, Q1 2026 (March 31)1holders −1
0new positions
1sold out
$20.76avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Southern Co. (so 5.25 12/01/77) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holder was PNC Financial Services Group, Inc. ($19K).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $172 |
All 13F filers, Q4 2025 → Q1 2026: 8 shares sold, net −8 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| PNC Financial Services Group, Inc. | — | No change | 925 | $19K |
"% 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.