Southern Co. (so 4.2 10/15/60 C)Preferred / convertible
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$22.11avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Southern Co. (so 4.2 10/15/60 C) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Kingfisher Capital LLC ($477K), Boyd Watterson Asset Management LLC ($224K) and Thompson Investment Management, Inc. ($22K).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1,039 shares sold, net −1,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kingfisher Capital LLC | — | Reduce -4.6% | 21,586 | $477K |
| Boyd Watterson Asset Management LLC | — | No change | 10,100 | $224K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $22K |
| United Community Bank | — | No change | 575 | $13K |
"% 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.