Southern Co. (so 4.2 10/15/60 C)Preferred / convertible
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$20.20avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Southern Co. (so 4.2 10/15/60 C) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Kingfisher Capital LLC ($457K), Boyd Watterson Asset Management LLC ($204K) 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 575 shares bought and 1,627 shares sold, net −1,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kingfisher Capital LLC | — | Reduce -6.7% | 22,625 | $457K |
| Boyd Watterson Asset Management LLC | — | No change | 10,100 | $204K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $20K |
| United Community Bank | — | New | 575 | $12K |
"% 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.