Southern Co. (so 4.95 01/30/80 2020)Preferred / convertible
13F holders, Q1 2024 (March 31)3holders
$22.99avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Southern Co. (so 4.95 01/30/80 2020) in their 13F filings. The largest holders were Crossmark Global Holdings, Inc. ($6.8M), Ethos Financial Group, LLC ($352K) and Thompson Investment Management, Inc. ($43K).
- Company
- Southern Co. (so 4.95 01/30/80 2020)
- CUSIP
- 842587800
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $43K |
| Exits | 1 | $1.5M |
Ownership 3 holders
| Crossmark Global Holdings, Inc. | — | Add +1.6% | 297,533 | $6.8M |
| Ethos Financial Group, LLC | — | No change | 15,311 | $352K |
| Thompson Investment Management, Inc. | — | New | 1,850 | $43K |
"% of holder's portfolio" is SOUTHERN CO (SO 4.95 01/30/80 2020)'s weight in each manager's 13F, not the share of Southern Co. (so 4.95 01/30/80 2020) the manager owns.