Southern Co. (so 4.2 10/15/60 C)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders −1
0new positions
1sold out
$18.54avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Southern Co. (so 4.2 10/15/60 C) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were Boyd Watterson Asset Management LLC ($187K), 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $4K |
All 13F filers, Q2 2025 → Q3 2025: 250 shares sold, net −250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Boyd Watterson Asset Management LLC | — | No change | 10,100 | $187K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $19K |
| United Community Bank | — | No change | 575 | $11K |
| Lanark Financial, Inc. | — | No change | 61 | $1K |
"% 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.