Southern Co. (so 7.125 12/15/28 A)Preferred / convertible
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 48 institutions reported holding Southern Co. (so 7.125 12/15/28 A) in their 13F filings, up 10 from Q1 2026. 12 opened new positions and 3 sold out. The largest holders were Capital World Investors ($404.7M), Franklin Resources Inc. ($349.0M) and Voya Investment Management LLC ($235.4M). 3 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Mario Gabelli ( of GAMCO Investors's portfolio) and Israel Englander ( of Millennium Management's portfolio).
- Company
- Southern Co. (so 7.125 12/15/28 A)
- CUSIP
- 842587842
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $98.1M |
| Exits | 3 | $5.5M |
All 13F filers, Q1 2026 → Q2 2026: 5,377,692 shares bought and 4,330,696 shares sold, net +1,046,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Capital World Investors | — | Reduce -30.1% | 8,137,287 | $404.7M |
| Franklin Resources Inc. | — | Add +4.0% | 7,016,358 | $349.0M |
| Voya Investment Management LLC | — | Reduce -2.4% | 4,733,395 | $235.4M |
| BlackRock, Inc. | — | Reduce -10.5% | 2,461,903 | $122.5M |
| Calamos Advisors LLC | — | Add +1.6% | 2,115,625 | $105.2M |
| Manufacturers Life Insurance Company, The | — | Add +5.8% | 2,067,307 | $103.4M |
| Ameriprise Financial Inc. | — | Add +10.7% | 1,294,891 | $64.4M |
| Portman Square Capital LLP | — | Reduce -7.5% | 1,236,000 | $61.8M |
| Advent Capital Management | — | Add +8.4% | 1,215,477 | $60.8M |
| Camden Asset Management L P | — | Add +110.4% | 1,152,900 | $57.5M |
| Van Eck Associates Corp. | — | Reduce -7.2% | 1,000,670 | $49.8M |
| Nuveen, LLC | — | Add +40.6% | 909,382 | $45.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | New | 724,500 | $36.0M |
| Two Sigma Investments, LP | — | New | 667,275 | $33.2M |
| State Street Corp. | — | Add +15.4% | 606,804 | $30.4M |
| Victory Capital Management Inc. | — | Add +0.6% | 503,000 | $25.0M |
| FMR LLC | — | Reduce -1.1% | 430,259 | $21.5M |
| Wolverine Asset Management LLC | — | New | 187,052 | $9.3M |
| Ssi Investment Management LLC | — | Add +6.9% | 182,480 | $9.1M |
| Sculptor Capital LP | — | New | 145,678 | $7.3M |
| Bank of America Corp. | — | Add +309.8% | 143,310 | $7.1M |
| Russell Investments Group, Ltd. | — | Add +43.8% | 5,521,000 | $5.5M |
| Capital International, Inc. | — | Reduce -47.1% | 107,867 | $5.4M |
| D. E. Shaw & Co. | — | New | 100,000 | $5.0M |
| Gabelli Funds LLC | — | No change | 79,300 | $3.9M |
| BlueCrest Capital Management Ltd | — | New | 66,407 | $3.3M |
| Jane Street Group, LLC | — | Add +27.2% | 65,945 | $3.3M |
| Federated Hermes, Inc. | — | No change | 60,000 | $3.0M |
| Citigroup Inc. | — | Reduce -34.1% | 58,050 | $2.9M |
| Morgan Stanley | — | Add +6.8% | 53,392 | $2.7M |
| Invesco Ltd. | — | No change | 50,000 | $2.5M |
| Elequin Capital, LP | — | New | 37,571 | $1.9M |
| HRT Financial LP | — | New | 21,910 | $1.1M |
| Goldman Sachs Group Inc. | — | Add +0.1% | 19,189 | $954K |
| UBS Group AG | — | Reduce -27.1% | 14,729 | $733K |
| AEGON USA Investment Management, LLC | — | No change | 14,530 | $728K |
| Red Cedar Investment Management, LLC | — | New | 10,837 | $541K |
| GAMCO Investors | — | No change | 8,000 | $398K |
| Central Pacific Bank - Trust Division | — | No change | 7,160 | $356K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 6,050 | $301K |
| Cambridge Investment Research Advisors, Inc. | — | Add +12.7% | 5,520 | $275K |
| Wells Fargo & Company | — | Add +62.8% | 4,883 | $243K |
| Millennium Management | — | New | 4,630 | $231K |
| Raymond James Financial Inc. | — | New | 4,048 | $201K |
| Whittier Trust Co. | — | No change | 3,800 | $190K |
| Tower Research Capital LLC (TRC) | — | New | 75 | $4K |
| Global Retirement Partners, LLC | — | — | 53 | $3K |
| US Bancorp \de | — | No change | 41 | $2K |
"% of holder's portfolio" is SOUTHERN CO (SO 7.125 12/15/28 A)'s weight in each manager's 13F, not the share of Southern Co. (so 7.125 12/15/28 A) the manager owns.