Southern Co. (so 4.2 10/15/60 C)Preferred / convertible
13F holders, Q1 2024 (March 31)3holders
$20.22avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Southern Co. (so 4.2 10/15/60 C) in their 13F filings. The largest holders were Kingfisher Capital LLC ($488K), Boyd Watterson Asset Management LLC ($207K) and Thompson Investment Management, Inc. ($20K).
- Company
- Southern Co. (so 4.2 10/15/60 C)
- CUSIP
- 842587883
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 1 | $1.0M |
Ownership 3 holders
| Kingfisher Capital LLC | — | Reduce -15.5% | 24,252 | $488K |
| Boyd Watterson Asset Management LLC | — | No change | 10,100 | $207K |
| Thompson Investment Management, Inc. | — | New | 1,000 | $20K |
"% of holder's portfolio" is SOUTHERN CO (SO 4.2 10/15/60 C)'s weight in each manager's 13F, not the share of Southern Co. (so 4.2 10/15/60 C) the manager owns.