Southern Co. (so 4.95 01/30/80 2020)Preferred / convertible
13F holders, Q2 2025 (June 30)3holders +2
2new positions
0sold out
$19.77avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Southern Co. (so 4.95 01/30/80 2020) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($303K), Lanark Financial, Inc. ($85K) and Thompson Investment Management, Inc. ($37K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $388K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 19,634 shares bought, net +19,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ethos Financial Group, LLC | — | New | 15,311 | $303K |
| Lanark Financial, Inc. | — | New | 4,323 | $85K |
| Thompson Investment Management, Inc. | — | No change | 1,850 | $37K |
"% 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.