Southern Co. (so 4.95 01/30/80 2020)Preferred / convertible
13F holders, Q1 2026 (March 31)2holders −1
0new positions
1sold out
$19.30avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Southern Co. (so 4.95 01/30/80 2020) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Ethos Financial Group, LLC ($296K) and Thompson Investment Management, Inc. ($36K).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $87K |
All 13F filers, Q4 2025 → Q1 2026: 4,323 shares sold, net −4,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | — | No change | 15,311 | $296K |
| Thompson Investment Management, Inc. | — | No change | 1,850 | $36K |
"% 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.