Southern Co. (so 4.2 10/15/60 C)Preferred / convertible
13F holders, Q4 2024 (December 31)5holders +1
2new positions
0sold out
$18.75avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Southern Co. (so 4.2 10/15/60 C) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Boyd Watterson Asset Management LLC ($189K), Thompson Investment Management, Inc. ($19K) and United Community Bank ($11K).
- 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $9K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 465 shares bought, net +465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Boyd Watterson Asset Management LLC | — | No change | 10,100 | $189K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $19K |
| United Community Bank | — | No change | 575 | $11K |
| 1620 Investment Advisors, Inc. | — | New | 250 | $5K |
| HBC Financial Services, PLLC | — | New | 215 | $4K |
"% 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.