Southern Co. (so 4.95 01/30/80 2020)Preferred / convertible
13F holders, Q2 2024 (June 30)3holders
0new positions
0sold out
$22.07avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Southern Co. (so 4.95 01/30/80 2020) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Crossmark Global Holdings, Inc. ($6.7M), Ethos Financial Group, LLC ($338K) and Thompson Investment Management, Inc. ($41K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 5,555 shares bought, net +5,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Crossmark Global Holdings, Inc. | — | Add +1.9% | 303,088 | $6.7M |
| Ethos Financial Group, LLC | — | No change | 15,311 | $338K |
| Thompson Investment Management, Inc. | — | No change | 1,850 | $41K |
"% 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.