Southern Co. (so 7.125 12/15/28 A)Preferred / convertible
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 38 institutions reported holding Southern Co. (so 7.125 12/15/28 A) in their 13F filings, down 3 from Q4 2025. 9 opened new positions and 12 sold out. The largest holders were Capital World Investors ($598.4M), Franklin Resources Inc. ($346.9M) and Voya Investment Management LLC ($249.3M). One famous investor held it Mario Gabelli ( of GAMCO Investors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $144.4M |
| Exits | 12 | $86.6M |
All 13F filers, Q4 2025 → Q1 2026: 9,708,167 shares bought and 5,493,722 shares sold, net +4,214,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Capital World Investors | — | Add +4.8% | 11,642,572 | $598.4M |
| Franklin Resources Inc. | — | Add +12.8% | 6,748,819 | $346.9M |
| Voya Investment Management LLC | — | Add +385.0% | 4,850,000 | $249.3M |
| BlackRock, Inc. | — | New | 2,750,967 | $141.4M |
| Calamos Advisors LLC | — | Reduce -16.3% | 2,081,325 | $107.0M |
| Manufacturers Life Insurance Company, The | — | Reduce -4.2% | 1,953,007 | $101.1M |
| Portman Square Capital LLP | — | Reduce -25.2% | 1,336,000 | $69.2M |
| Ameriprise Financial Inc. | — | Add +8.6% | 1,169,836 | $60.4M |
| Advent Capital Management | — | Add +22.3% | 1,121,375 | $58.1M |
| Van Eck Associates Corp. | — | Reduce -10.6% | 1,078,013 | $55.4M |
| Nuveen, LLC | — | Add +52.9% | 646,883 | $33.2M |
| Camden Asset Management L P | — | Reduce -67.3% | 547,900 | $28.3M |
| State Street Corp. | — | Reduce -6.9% | 526,000 | $27.2M |
| Victory Capital Management Inc. | — | Add +11.1% | 500,000 | $25.7M |
| FMR LLC | — | No change | 434,859 | $22.5M |
| Capital International, Inc. | — | Add +8.6% | 204,103 | $10.5M |
| Ssi Investment Management LLC | — | Add +4.7% | 170,710 | $8.8M |
| JPMorgan Chase & Co. | — | Add +102.1% | 97,497 | $5.0M |
| Citigroup Inc. | — | Add +76.1% | 88,050 | $4.5M |
| Gabelli Funds LLC | — | No change | 79,300 | $4.1M |
| Russell Investments Group, Ltd. | — | Add +38.5% | 3,840,000 | $3.9M |
| Federated Hermes, Inc. | — | No change | 60,000 | $3.1M |
| Jane Street Group, LLC | — | Reduce -96.0% | 51,856 | $2.7M |
| Morgan Stanley | — | No change | 50,000 | $2.6M |
| Invesco Ltd. | — | No change | 50,000 | $2.6M |
| Bank of America Corp. | — | Reduce -74.6% | 34,970 | $1.8M |
| UBS Group AG | — | Reduce -79.3% | 20,208 | $1.0M |
| Goldman Sachs Group Inc. | — | New | 19,173 | $985K |
| AEGON USA Investment Management, LLC | — | New | 14,530 | $750K |
| GAMCO Investors | — | No change | 8,000 | $411K |
| Central Pacific Bank - Trust Division | — | New | 7,160 | $368K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | New | 6,050 | $311K |
| Cambridge Investment Research Advisors, Inc. | — | New | 4,900 | $252K |
| Sei Investments Co. | — | No change | 4,689 | $241K |
| Susquehanna International Group, LLP | — | New | 3,898 | $200K |
| Whittier Trust Co. | — | Add +133.1% | 3,800 | $197K |
| Wells Fargo & Company | — | New | 3,000 | $154K |
| US Bancorp \de | — | New | 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.