Southern Co. (so 4.2 10/15/60 C)Preferred / convertible
13F holders, Q4 2025 (December 31)4holders
0new positions
0sold out
$17.67avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Southern Co. (so 4.2 10/15/60 C) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Boyd Watterson Asset Management LLC ($178K), Thompson Investment Management, Inc. ($18K) and United Community Bank ($10K).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 3 shares sold, net −3 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 | $178K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $18K |
| United Community Bank | — | No change | 575 | $10K |
| Lanark Financial, Inc. | — | Reduce -4.9% | 58 | $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.