Southern Co. (so 4.95 01/30/80 2020)Preferred / convertible

13F holders, Q1 2025 (March 31)
1holders −2
0new positions
2sold out
$20.42avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Southern Co. (so 4.95 01/30/80 2020) in their 13F filings, down 2 from Q4 2024. 0 opened new positions and 2 sold out. The largest holder was Thompson Investment Management, Inc. ($38K).

Company
Southern Co. (so 4.95 01/30/80 2020)
CUSIP
842587800
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 1Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits2$6.7M

All 13F filers, Q4 2024 → Q1 2025: 323,911 shares sold, net −323,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Thompson Investment Management, Inc. — No change 1,850 $38K

"% 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.